OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 335,584 shares; 2025Q1: 1,527,424 shares; 2025Q2: 2,011,123 shares; 2025Q3: 1,992,097 shares; 2025Q4: 1,741,602 shares; 2026Q1: 2,004,976 shares; 2026Q2: 2,034,316 shares; 2026Q3: 2,250,376 shares 2,250,376 $130M 10.92% +216,060 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 607,993 shares; 2025Q1: 981,204 shares; 2025Q2: 1,062,195 shares; 2025Q3: 1,150,966 shares; 2025Q4: 1,090,083 shares; 2026Q1: 1,042,643 shares; 2026Q2: 1,097,349 shares; 2026Q3: 1,068,959 shares 1,068,959 $45.7M 3.84% -28,390 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,467 shares; 2025Q1: 107,304 shares; 2025Q2: 99,534 shares; 2025Q3: 101,424 shares; 2025Q4: 79,310 shares; 2026Q1: 101,586 shares; 2026Q2: 114,143 shares; 2026Q3: 125,288 shares 125,288 $42.7M 3.59% +11,145 Timeline OVT LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,681,661 shares; 2025Q1: 1,361,399 shares; 2025Q2: 1,385,946 shares; 2025Q3: 1,448,064 shares; 2025Q4: 1,475,843 shares; 2026Q1: 1,576,480 shares; 2026Q2: 1,575,908 shares; 2026Q3: 1,690,971 shares 1,690,971 $36.2M 3.04% +115,063 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,201 shares; 2025Q1: 90,412 shares; 2025Q2: 67,784 shares; 2025Q3: 110,056 shares; 2025Q4: 319,648 shares; 2026Q1: 225,278 shares; 2026Q2: 259,063 shares; 2026Q3: 383,734 shares 383,734 $35.1M 2.95% +124,671 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,396 shares; 2025Q1: 90,611 shares; 2025Q2: 102,116 shares; 2025Q3: 115,184 shares; 2025Q4: 109,099 shares; 2026Q1: 115,416 shares; 2026Q2: 117,756 shares; 2026Q3: 129,491 shares 129,491 $29.3M 2.46% +11,735 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 553 shares; 2025Q1: 30,905 shares; 2025Q2: 45,129 shares; 2025Q3: 54,614 shares; 2025Q4: 49,057 shares; 2026Q1: 204,356 shares; 2026Q2: 212,913 shares; 2026Q3: 223,468 shares 223,468 $28.4M 2.39% +10,555 Timeline OVF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184,026 shares; 2025Q1: 295,521 shares; 2025Q2: 467,866 shares; 2025Q3: 643,485 shares; 2025Q4: 682,810 shares; 2026Q1: 713,321 shares; 2026Q2: 736,641 shares; 2026Q3: 862,749 shares 862,749 $26.5M 2.22% +126,108 Timeline OVM LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 651,353 shares; 2025Q1: 812,289 shares; 2025Q2: 846,783 shares; 2025Q3: 961,325 shares; 2025Q4: 891,114 shares; 2026Q1: 1,009,482 shares; 2026Q2: 1,162,735 shares; 2026Q3: 1,246,262 shares 1,246,262 $25.6M 2.15% +83,527 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,487 shares; 2025Q1: 31,851 shares; 2025Q2: 36,700 shares; 2025Q3: 45,953 shares; 2025Q4: 43,163 shares; 2026Q1: 43,711 shares; 2026Q2: 43,559 shares; 2026Q3: 46,695 shares 46,695 $25.3M 2.12% +3,136 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; 2024Q4: 2,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,553 shares; 2025Q4: 138,750 shares; 2026Q1: 143,077 shares; 2026Q2: 146,800 shares; 2026Q3: 153,414 shares 153,414 $25.2M 2.12% +6,614 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 322,855 shares; 2025Q2: 328,486 shares; 2025Q3: 408,040 shares; 2025Q4: 636,929 shares; 2026Q1: 664,998 shares; 2026Q2: 709,283 shares; 2026Q3: 886,488 shares 886,488 $23.1M 1.94% +177,205 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 887,833 shares; 2025Q1: 1,056,380 shares; 2025Q2: 992,652 shares; 2025Q3: 949,746 shares; 2025Q4: 1,091,341 shares; 2026Q1: 1,054,856 shares; 2026Q2: 1,151,999 shares; 2026Q3: 1,155,692 shares 1,155,692 $22.7M 1.91% +3,693 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,936 shares; 2025Q1: 43,827 shares; 2025Q2: 52,559 shares; 2025Q3: 47,741 shares; 2025Q4: 30,427 shares; 2026Q1: 29,052 shares; 2026Q2: 29,138 shares; 2026Q3: 29,213 shares 29,213 $21.8M 1.83% +75 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,421 shares; 2025Q1: 25,842 shares; 2025Q2: 23,008 shares; 2025Q3: 23,755 shares; 2025Q4: 22,271 shares; 2026Q1: 22,528 shares; 2026Q2: 23,906 shares; 2026Q3: 24,363 shares 24,363 $19M 1.59% +457 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450,926 shares; 2026Q1: 480,376 shares; 2026Q2: 498,160 shares; 2026Q3: 576,306 shares 576,306 $18M 1.51% +78,146 Timeline OVS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,761 shares; 2025Q1: 233,107 shares; 2025Q2: 281,854 shares; 2025Q3: 335,652 shares; 2025Q4: 374,244 shares; 2026Q1: 388,425 shares; 2026Q2: 401,701 shares; 2026Q3: 436,944 shares 436,944 $16.9M 1.42% +35,243 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,326 shares; 2025Q1: 20,176 shares; 2025Q2: 20,157 shares; 2025Q3: 20,291 shares; 2025Q4: 18,573 shares; 2026Q1: 18,535 shares; 2026Q2: 22,792 shares; 2026Q3: 22,302 shares 22,302 $15.9M 1.34% -490 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,777 shares; 2025Q1: 21,163 shares; 2025Q2: 24,041 shares; 2025Q3: 23,158 shares; 2025Q4: 15,832 shares; 2026Q1: 16,243 shares; 2026Q2: 17,633 shares; 2026Q3: 18,343 shares 18,343 $14.3M 1.2% +710 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,194 shares; 2025Q1: 21,874 shares; 2025Q2: 30,968 shares; 2025Q3: 32,872 shares; 2025Q4: 29,645 shares; 2026Q1: 30,706 shares; 2026Q2: 31,970 shares; 2026Q3: 37,739 shares 37,739 $13.3M 1.12% +5,769 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,603 shares; 2025Q1: 32,888 shares; 2025Q2: 40,132 shares; 2025Q3: 45,205 shares; 2025Q4: 40,318 shares; 2026Q1: 42,199 shares; 2026Q2: 44,127 shares; 2026Q3: 49,039 shares 49,039 $12.7M 1.07% +4,912 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,140 shares; 2025Q1: 106,805 shares; 2025Q2: 164,824 shares; 2025Q3: 199,418 shares; 2025Q4: 405,329 shares; 2026Q1: 284,991 shares; 2026Q2: 237,882 shares; 2026Q3: 240,347 shares 240,347 $12.1M 1.02% +2,465 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165,541 shares; 2025Q3: 171,747 shares; 2025Q4: 210,805 shares; 2026Q1: 222,532 shares; 2026Q2: 226,731 shares; 2026Q3: 247,384 shares 247,384 $11.9M 1% +20,653 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,868 shares; 2025Q2: 11,160 shares; 2025Q3: 16,318 shares; 2025Q4: 21,035 shares; 2026Q1: 41,100 shares; 2026Q2: 35,060 shares; 2026Q3: 37,592 shares 37,592 $11.5M 0.97% +2,532 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,456 shares; 2025Q1: 15,724 shares; 2025Q2: 21,723 shares; 2025Q3: 26,930 shares; 2025Q4: 24,610 shares; 2026Q1: 24,925 shares; 2026Q2: 25,253 shares; 2026Q3: 27,979 shares 27,979 $9.92M 0.83% +2,726 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 961,210 shares; 2025Q1: 901,579 shares; 2025Q2: 924,394 shares; 2025Q3: 832,664 shares; 2025Q4: 267,270 shares; 2026Q1: 267,128 shares; 2026Q2: 261,166 shares; 2026Q3: 269,690 shares 269,690 $9.56M 0.8% +8,524 Timeline MANAGED PORTFOLIO SER MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 335,792 shares 335,792 $8.39M 0.7% new JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,106 shares; 2025Q1: 19,007 shares; 2025Q2: 21,176 shares; 2025Q3: 23,794 shares; 2025Q4: 22,554 shares; 2026Q1: 22,379 shares; 2026Q2: 23,533 shares; 2026Q3: 23,830 shares 23,830 $7.97M 0.67% +297 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 42,376 shares; 2025Q2: 65,199 shares; 2025Q3: 79,131 shares; 2025Q4: 73,617 shares; 2026Q1: 75,446 shares; 2026Q2: 78,905 shares; 2026Q3: 90,230 shares 90,230 $7.32M 0.62% +11,325 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20,304 shares; 2025Q2: 24,108 shares; 2025Q3: 25,195 shares; 2025Q4: 25,948 shares; 2026Q1: 26,093 shares; 2026Q2: 26,868 shares; 2026Q3: 34,252 shares 34,252 $7.3M 0.61% +7,384 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,156 shares; 2025Q1: 32,870 shares; 2025Q2: 38,749 shares; 2025Q3: 40,934 shares; 2025Q4: 31,769 shares; 2026Q1: 30,924 shares; 2026Q2: 31,467 shares; 2026Q3: 30,904 shares 30,904 $7.04M 0.59% -563 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,583 shares; 2025Q1: 131,267 shares; 2025Q2: 136,448 shares; 2025Q3: 160,427 shares; 2025Q4: 37,329 shares; 2026Q1: 37,733 shares; 2026Q2: 39,244 shares; 2026Q3: 52,514 shares 52,514 $6.3M 0.53% +13,270 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,557 shares; 2025Q1: 4,374 shares; 2025Q2: 7,076 shares; 2025Q3: 7,673 shares; 2025Q4: 6,957 shares; 2026Q1: 7,179 shares; 2026Q2: 7,424 shares; 2026Q3: 8,363 shares 8,363 $6.21M 0.52% +939 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,166 shares; 2025Q1: 5,769 shares; 2025Q2: 6,751 shares; 2025Q3: 12,957 shares; 2025Q4: 12,962 shares; 2026Q1: 13,015 shares; 2026Q2: 13,361 shares; 2026Q3: 13,331 shares 13,331 $5.09M 0.43% -30 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,816 shares; 2025Q1: 54,742 shares; 2025Q2: 48,834 shares; 2025Q3: 71,037 shares; 2025Q4: 41,487 shares; 2026Q1: 54,680 shares; 2026Q2: 101,837 shares; 2026Q3: 54,908 shares 54,908 $5.03M 0.42% -46,929 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,932 shares; 2025Q1: 12,207 shares; 2025Q2: 17,091 shares; 2025Q3: 17,616 shares; 2025Q4: 11,558 shares; 2026Q1: 12,717 shares; 2026Q2: 12,853 shares; 2026Q3: 14,312 shares 14,312 $4.99M 0.42% +1,459 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,367 shares; 2026Q1: 73,095 shares; 2026Q2: 83,795 shares; 2026Q3: 115,077 shares 115,077 $4.83M 0.41% +31,282 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 129,446 shares; 2025Q2: 80,118 shares; 2025Q3: 123,180 shares; 2025Q4: 75,586 shares; 2026Q1: 71,501 shares; 2026Q2: 101,433 shares; 2026Q3: 53,371 shares 53,371 $4.77M 0.4% -48,062 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,588 shares 27,588 $4.75M 0.4% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 755 shares; 2025Q1: 2,245 shares; 2025Q2: 2,670 shares; 2025Q3: 2,911 shares; 2025Q4: 3,050 shares; 2026Q1: 3,437 shares; 2026Q2: 3,530 shares; 2026Q3: 4,010 shares 4,010 $4.74M 0.4% +480 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 27,785 shares; 2025Q2: 32,791 shares; 2025Q3: 43,639 shares; 2025Q4: 43,021 shares; 2026Q1: 43,837 shares; 2026Q2: 45,472 shares; 2026Q3: 53,661 shares 53,661 $4.62M 0.39% +8,189 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,452 shares; 2025Q1: 10,459 shares; 2025Q2: 12,432 shares; 2025Q3: 14,307 shares; 2025Q4: 14,019 shares; 2026Q1: 14,105 shares; 2026Q2: 15,394 shares; 2026Q3: 16,405 shares 16,405 $4.61M 0.39% +1,011 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,467 shares; 2025Q1: 155,160 shares; 2025Q2: 159,689 shares; 2025Q3: 160,664 shares; 2025Q4: 6,125 shares; 2026Q1: 9,472 shares; 2026Q2: 11,874 shares; 2026Q3: 11,984 shares 11,984 $4.57M 0.38% +110 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,130 shares; 2025Q1: 14,979 shares; 2025Q2: 16,980 shares; 2025Q3: 17,482 shares; 2025Q4: 14,373 shares; 2026Q1: 13,360 shares; 2026Q2: 15,712 shares; 2026Q3: 17,014 shares 17,014 $4.49M 0.38% +1,302 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,045 shares; 2026Q1: 272,658 shares; 2026Q2: 266,158 shares; 2026Q3: 223,901 shares 223,901 $4.45M 0.37% -42,257 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,742 shares; 2025Q1: 8,133 shares; 2025Q2: 11,453 shares; 2025Q3: 19,706 shares; 2025Q4: 18,574 shares; 2026Q1: 18,158 shares; 2026Q2: 18,002 shares; 2026Q3: 20,593 shares 20,593 $4.43M 0.37% +2,591 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,366 shares; 2025Q3: 140,286 shares; 2025Q4: 90,432 shares; 2026Q1: 138,194 shares; 2026Q2: 113,088 shares; 2026Q3: 104,889 shares 104,889 $4.34M 0.36% -8,199 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,515 shares; 2025Q1: 51,471 shares; 2025Q2: 68,139 shares; 2025Q3: 72,401 shares; 2025Q4: 9,868 shares; 2026Q1: 57,339 shares; 2026Q2: 58,249 shares; 2026Q3: 46,192 shares 46,192 $4.23M 0.36% -12,057 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 23,029 shares; 2025Q2: 27,863 shares; 2025Q3: 34,755 shares; 2025Q4: 54,792 shares; 2026Q1: 58,723 shares; 2026Q2: 60,853 shares; 2026Q3: 76,327 shares 76,327 $4.04M 0.34% +15,474 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,131 shares; 2025Q1: 4,840 shares; 2025Q2: 5,233 shares; 2025Q3: 4,832 shares; 2025Q4: 3,728 shares; 2026Q1: 29,092 shares; 2026Q2: 29,188 shares; 2026Q3: 31,596 shares 31,596 $4M 0.34% +2,408 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,801 shares; 2025Q1: 28,427 shares; 2025Q2: 34,497 shares; 2025Q3: 35,571 shares; 2025Q4: 25,998 shares; 2026Q1: 26,115 shares; 2026Q2: 26,444 shares; 2026Q3: 27,018 shares 27,018 $3.93M 0.33% +574 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 6,773 shares; 2025Q3: 7,596 shares; 2025Q4: 8,219 shares; 2026Q1: 8,960 shares; 2026Q2: 9,295 shares; 2026Q3: 9,526 shares 9,526 $3.85M 0.32% +231 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,288 shares; 2025Q1: 33,926 shares; 2025Q2: 34,697 shares; 2025Q3: 36,334 shares; 2025Q4: 39,456 shares; 2026Q1: 38,833 shares; 2026Q2: 38,394 shares; 2026Q3: 42,193 shares 42,193 $3.79M 0.32% +3,799 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,944 shares; 2025Q1: 3,551 shares; 2025Q2: 4,322 shares; 2025Q3: 14,949 shares; 2025Q4: 10,384 shares; 2026Q1: 12,722 shares; 2026Q2: 11,310 shares; 2026Q3: 13,445 shares 13,445 $3.74M 0.31% +2,135 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,681 shares; 2025Q1: 9,893 shares; 2025Q2: 9,877 shares; 2025Q3: 10,081 shares; 2025Q4: 19,573 shares; 2026Q1: 19,676 shares; 2026Q2: 19,665 shares; 2026Q3: 18,961 shares 18,961 $3.72M 0.31% -704 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; 2024Q4: 60,458 shares; 2025Q1: 59,805 shares; 2025Q2: 56,267 shares; 2025Q3: not reported; 2025Q4: 28,141 shares; 2026Q1: 27,994 shares; 2026Q2: 29,483 shares; 2026Q3: 28,393 shares 28,393 $3.71M 0.31% -1,090 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,928 shares; 2025Q1: 12,223 shares; 2025Q2: 16,713 shares; 2025Q3: 23,401 shares; 2025Q4: 30,868 shares; 2026Q1: 34,224 shares; 2026Q2: 33,504 shares; 2026Q3: 34,269 shares 34,269 $3.69M 0.31% +765 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,841 shares; 2025Q1: 11,862 shares; 2025Q2: 12,840 shares; 2025Q3: 14,762 shares; 2025Q4: 13,525 shares; 2026Q1: 13,574 shares; 2026Q2: 11,596 shares; 2026Q3: 12,531 shares 12,531 $3.64M 0.31% +935 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17,359 shares; 2025Q2: 21,776 shares; 2025Q3: 15,793 shares; 2025Q4: 19,914 shares; 2026Q1: 21,977 shares; 2026Q2: 27,188 shares; 2026Q3: 46,171 shares 46,171 $3.62M 0.3% +18,983 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,261 shares; 2025Q1: 4,081 shares; 2025Q2: 5,048 shares; 2025Q3: 4,900 shares; 2025Q4: 6,303 shares; 2026Q1: 6,188 shares; 2026Q2: 6,388 shares; 2026Q3: 6,975 shares 6,975 $3.61M 0.3% +587 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 961 shares; 2025Q1: 2,767 shares; 2025Q2: 3,441 shares; 2025Q3: 3,935 shares; 2025Q4: 3,108 shares; 2026Q1: 3,256 shares; 2026Q2: 3,493 shares; 2026Q3: 3,731 shares 3,731 $3.58M 0.3% +238 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 69,589 shares; 2025Q2: 76,866 shares; 2025Q3: 62,662 shares; 2025Q4: 39,965 shares; 2026Q1: 49,551 shares; 2026Q2: 49,249 shares; 2026Q3: 53,689 shares 53,689 $3.55M 0.3% +4,440 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,154 shares; 2025Q1: 6,980 shares; 2025Q2: 8,330 shares; 2025Q3: 19,452 shares; 2025Q4: 23,746 shares; 2026Q1: 24,238 shares; 2026Q2: 25,611 shares; 2026Q3: 22,249 shares 22,249 $3.54M 0.3% -3,362 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,639 shares; 2025Q1: 19,922 shares; 2025Q2: 23,116 shares; 2025Q3: 31,875 shares; 2025Q4: 30,025 shares; 2026Q1: 30,370 shares; 2026Q2: 31,165 shares; 2026Q3: 30,825 shares 30,825 $3.49M 0.29% -340 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,075 shares; 2026Q1: 100,018 shares; 2026Q2: 100,010 shares; 2026Q3: 100,161 shares 100,161 $3.49M 0.29% +151 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,770 shares; 2025Q1: 7,378 shares; 2025Q2: 8,571 shares; 2025Q3: 8,113 shares; 2025Q4: 5,403 shares; 2026Q1: 5,691 shares; 2026Q2: 5,442 shares; 2026Q3: 9,121 shares 9,121 $3.45M 0.29% +3,679 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 83,663 shares; 2025Q2: 85,643 shares; 2025Q3: 71,820 shares; 2025Q4: 109,841 shares; 2026Q1: 116,384 shares; 2026Q2: 118,810 shares; 2026Q3: 130,608 shares 130,608 $3.33M 0.28% +11,798 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 972 shares; 2025Q3: 1,497 shares; 2025Q4: 2,502 shares; 2026Q1: 2,587 shares; 2026Q2: 10,632 shares; 2026Q3: 11,880 shares 11,880 $3.12M 0.26% +1,248 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,158 shares; 2025Q4: 80,350 shares; 2026Q1: 82,127 shares; 2026Q2: 98,586 shares; 2026Q3: 153,934 shares 153,934 $3.1M 0.26% +55,348 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,830 shares; 2025Q4: 2,295 shares; 2026Q1: 2,513 shares; 2026Q2: 2,514 shares; 2026Q3: 3,135 shares 3,135 $3.1M 0.26% +621 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,781 shares; 2025Q2: 11,374 shares; 2025Q3: 11,205 shares; 2025Q4: 12,656 shares; 2026Q1: 13,224 shares; 2026Q2: 13,920 shares; 2026Q3: 14,579 shares 14,579 $3.05M 0.26% +659 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,923 shares; 2025Q1: 24,310 shares; 2025Q2: 30,528 shares; 2025Q3: 28,089 shares; 2025Q4: 27,549 shares; 2026Q1: 26,307 shares; 2026Q2: 25,849 shares; 2026Q3: 34,901 shares 34,901 $3.04M 0.26% +9,052 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,489 shares; 2025Q2: 19,949 shares; 2025Q3: 29,097 shares; 2025Q4: 50,746 shares; 2026Q1: 55,621 shares; 2026Q2: 56,533 shares; 2026Q3: 64,638 shares 64,638 $3.03M 0.25% +8,105 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,301 shares; 2025Q1: 12,333 shares; 2025Q2: 17,253 shares; 2025Q3: 17,386 shares; 2025Q4: 15,927 shares; 2026Q1: 16,447 shares; 2026Q2: 22,174 shares; 2026Q3: 21,364 shares 21,364 $2.94M 0.25% -810 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,429 shares; 2025Q2: 13,226 shares; 2025Q3: 15,466 shares; 2025Q4: 14,288 shares; 2026Q1: 14,290 shares; 2026Q2: 14,004 shares; 2026Q3: 34,046 shares 34,046 $2.93M 0.25% +20,042 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 585,152 shares; 2025Q1: 680,430 shares; 2025Q2: 770,228 shares; 2025Q3: 828,115 shares; 2025Q4: 41,928 shares; 2026Q1: 40,617 shares; 2026Q2: 40,335 shares; 2026Q3: 40,877 shares 40,877 $2.86M 0.24% +542 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,988 shares; 2025Q1: 563,079 shares; 2025Q2: 774,894 shares; 2025Q3: 91,029 shares; 2025Q4: 71,541 shares; 2026Q1: 67,267 shares; 2026Q2: 75,628 shares; 2026Q3: 82,994 shares 82,994 $2.76M 0.23% +7,366 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,114 shares; 2025Q1: 17,028 shares; 2025Q2: 24,829 shares; 2025Q3: 24,196 shares; 2025Q4: 21,092 shares; 2026Q1: 22,100 shares; 2026Q2: 22,721 shares; 2026Q3: 23,875 shares 23,875 $2.75M 0.23% +1,154 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,819 shares; 2025Q1: 23,258 shares; 2025Q2: 28,391 shares; 2025Q3: 31,815 shares; 2025Q4: 16,564 shares; 2026Q1: 18,232 shares; 2026Q2: 26,955 shares; 2026Q3: 28,595 shares 28,595 $2.75M 0.23% +1,640 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 965 shares; 2025Q1: 4,827 shares; 2025Q2: 5,072 shares; 2025Q3: 5,865 shares; 2025Q4: 6,161 shares; 2026Q1: 6,095 shares; 2026Q2: 6,418 shares; 2026Q3: 6,463 shares 6,463 $2.7M 0.23% +45 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; 2024Q4: not reported; 2025Q1: 15,799 shares; 2025Q2: 21,661 shares; 2025Q3: 30,779 shares; 2025Q4: 43,502 shares; 2026Q1: 47,247 shares; 2026Q2: 44,938 shares; 2026Q3: 50,277 shares 50,277 $2.68M 0.23% +5,339 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,880 shares; 2025Q1: 24,628 shares; 2025Q2: 24,905 shares; 2025Q3: 19,393 shares; 2025Q4: 18,829 shares; 2026Q1: 18,669 shares; 2026Q2: 33,035 shares; 2026Q3: 36,041 shares 36,041 $2.64M 0.22% +3,006 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,469 shares; 2025Q1: 73,058 shares; 2025Q2: 68,633 shares; 2025Q3: 71,242 shares; 2025Q4: 130,033 shares; 2026Q1: 133,009 shares; 2026Q2: 186,989 shares; 2026Q3: 275,748 shares 275,748 $2.44M 0.2% +88,759 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,516 shares; 2025Q1: 38,197 shares; 2025Q2: 34,526 shares; 2025Q3: not reported; 2025Q4: 31,337 shares; 2026Q1: 30,294 shares; 2026Q2: 32,132 shares; 2026Q3: 33,114 shares 33,114 $2.32M 0.2% +982 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,307 shares; 2025Q2: 20,485 shares; 2025Q3: 21,732 shares; 2025Q4: 25,695 shares; 2026Q1: 26,608 shares; 2026Q2: 27,150 shares; 2026Q3: 31,238 shares 31,238 $2.29M 0.19% +4,088 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,732 shares; 2025Q2: 11,151 shares; 2025Q3: 10,961 shares; 2025Q4: 10,988 shares; 2026Q1: 10,866 shares; 2026Q2: 10,741 shares; 2026Q3: 11,920 shares 11,920 $2.27M 0.19% +1,179 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,512 shares; 2025Q1: 2,403 shares; 2025Q2: 2,854 shares; 2025Q3: 3,270 shares; 2025Q4: 2,327 shares; 2026Q1: 2,450 shares; 2026Q2: 2,841 shares; 2026Q3: 2,820 shares 2,820 $2.25M 0.19% -21 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,501 shares; 2025Q4: 28,672 shares; 2026Q1: 31,630 shares; 2026Q2: 30,978 shares; 2026Q3: 37,164 shares 37,164 $2.22M 0.19% +6,186 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,025 shares; 2025Q1: 88,087 shares; 2025Q2: 109,590 shares; 2025Q3: 127,963 shares; 2025Q4: 9,415 shares; 2026Q1: 9,864 shares; 2026Q2: 10,664 shares; 2026Q3: 9,915 shares 9,915 $2.2M 0.18% -749 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 20,062 shares; 2025Q3: 23,438 shares; 2025Q4: 23,198 shares; 2026Q1: 18,563 shares; 2026Q2: 19,529 shares; 2026Q3: 26,181 shares 26,181 $2.18M 0.18% +6,652 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,526 shares; 2025Q1: 21,354 shares; 2025Q2: 21,854 shares; 2025Q3: 18,579 shares; 2025Q4: 18,358 shares; 2026Q1: 18,756 shares; 2026Q2: 18,883 shares; 2026Q3: 18,408 shares 18,408 $2.17M 0.18% -475 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,394 shares; 2025Q2: 6,750 shares; 2025Q3: 12,062 shares; 2025Q4: 16,468 shares; 2026Q1: 18,536 shares; 2026Q2: 18,086 shares; 2026Q3: 20,424 shares 20,424 $2.15M 0.18% +2,338 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,437 shares; 2025Q1: 31,710 shares; 2025Q2: 30,978 shares; 2025Q3: not reported; 2025Q4: 28,602 shares; 2026Q1: 29,935 shares; 2026Q2: 29,714 shares; 2026Q3: 29,270 shares 29,270 $2.11M 0.18% -444 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,352 shares; 2025Q1: 25,204 shares; 2025Q2: 36,612 shares; 2025Q3: 37,392 shares; 2025Q4: 31,094 shares; 2026Q1: 30,046 shares; 2026Q2: 33,901 shares; 2026Q3: 38,522 shares 38,522 $2.1M 0.18% +4,621 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,868 shares; 2025Q1: 4,816 shares; 2025Q2: 4,715 shares; 2025Q3: 5,502 shares; 2025Q4: 5,100 shares; 2026Q1: 5,005 shares; 2026Q2: 6,463 shares; 2026Q3: 6,414 shares 6,414 $2.02M 0.17% -49 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,238 shares; 2025Q1: not reported; 2025Q2: 2,096 shares; 2025Q3: not reported; 2025Q4: 3,924 shares; 2026Q1: 4,070 shares; 2026Q2: 3,460 shares; 2026Q3: 3,501 shares 3,501 $2.02M 0.17% +41 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,716 shares; 2025Q1: 100,868 shares; 2025Q2: 84,280 shares; 2025Q3: not reported; 2025Q4: 62,005 shares; 2026Q1: 60,650 shares; 2026Q2: 58,012 shares; 2026Q3: 53,201 shares 53,201 $2.02M 0.17% -4,811 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,315 shares; 2025Q3: 3,691 shares; 2025Q4: 2,350 shares; 2026Q1: 2,826 shares; 2026Q2: 2,976 shares; 2026Q3: 3,394 shares 3,394 $2.02M 0.17% +418 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,530 shares; 2025Q4: 25,069 shares; 2026Q1: 27,243 shares; 2026Q2: 26,069 shares; 2026Q3: 33,655 shares 33,655 $1.96M 0.16% +7,586 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,420 shares; 2025Q1: 8,556 shares; 2025Q2: 9,077 shares; 2025Q3: 8,879 shares; 2025Q4: 21,638 shares; 2026Q1: 24,579 shares; 2026Q2: 28,123 shares; 2026Q3: 29,658 shares 29,658 $1.96M 0.16% +1,535 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,184 shares; 2025Q1: 11,470 shares; 2025Q2: 12,506 shares; 2025Q3: 12,527 shares; 2025Q4: 10,424 shares; 2026Q1: 11,190 shares; 2026Q2: 11,454 shares; 2026Q3: 12,692 shares 12,692 $1.94M 0.16% +1,238 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375 shares; 2025Q1: 1,335 shares; 2025Q2: 1,938 shares; 2025Q3: 2,126 shares; 2025Q4: 1,693 shares; 2026Q1: 1,698 shares; 2026Q2: 1,711 shares; 2026Q3: 2,030 shares 2,030 $1.94M 0.16% +319 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,199 shares; 2025Q4: 38,240 shares; 2026Q1: 39,410 shares; 2026Q2: 30,643 shares; 2026Q3: 38,677 shares 38,677 $1.94M 0.16% +8,034 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,752 shares; 2026Q1: 37,724 shares; 2026Q2: 40,336 shares; 2026Q3: 43,675 shares 43,675 $1.9M 0.16% +3,339 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 394 shares; 2025Q2: 1,084 shares; 2025Q3: 1,258 shares; 2025Q4: 1,535 shares; 2026Q1: 1,668 shares; 2026Q2: 1,752 shares; 2026Q3: 2,123 shares 2,123 $1.9M 0.16% +371 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,948 shares; 2025Q1: 13,797 shares; 2025Q2: 13,635 shares; 2025Q3: not reported; 2025Q4: 12,074 shares; 2026Q1: 12,074 shares; 2026Q2: 11,811 shares; 2026Q3: 9,751 shares 9,751 $1.89M 0.16% -2,060 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 38,677 shares; 2025Q2: 42,607 shares; 2025Q3: 71,248 shares; 2025Q4: 53,696 shares; 2026Q1: 54,092 shares; 2026Q2: 64,823 shares; 2026Q3: 73,163 shares 73,163 $1.89M 0.16% +8,340 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,323 shares; 2025Q4: 14,088 shares; 2026Q1: 15,929 shares; 2026Q2: 15,677 shares; 2026Q3: 18,755 shares 18,755 $1.88M 0.16% +3,078 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,961 shares; 2025Q1: 5,192 shares; 2025Q2: 9,194 shares; 2025Q3: not reported; 2025Q4: 4,221 shares; 2026Q1: 8,617 shares; 2026Q2: 23,043 shares; 2026Q3: 25,436 shares 25,436 $1.82M 0.15% +2,393 Timeline TEVJF TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 44,050 shares 44,050 $1.81M 0.15% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares; 2026Q2: 23,859 shares; 2026Q3: 23,859 shares 23,859 $1.8M 0.15% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,163 shares; 2025Q2: 3,147 shares; 2025Q3: 5,213 shares; 2025Q4: 4,072 shares; 2026Q1: 4,526 shares; 2026Q2: 4,858 shares; 2026Q3: 5,748 shares 5,748 $1.79M 0.15% +890 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 979 shares; 2025Q3: 1,023 shares; 2025Q4: 1,322 shares; 2026Q1: 1,419 shares; 2026Q2: 1,517 shares; 2026Q3: 1,777 shares 1,777 $1.77M 0.15% +260 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,902 shares; 2025Q4: 4,856 shares; 2026Q1: 6,180 shares; 2026Q2: 7,876 shares; 2026Q3: 10,458 shares 10,458 $1.77M 0.15% +2,582 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,198 shares; 2025Q2: 2,765 shares; 2025Q3: 2,838 shares; 2025Q4: 1,489 shares; 2026Q1: 1,441 shares; 2026Q2: 1,436 shares; 2026Q3: 2,346 shares 2,346 $1.77M 0.15% +910 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,373 shares; 2025Q1: 5,816 shares; 2025Q2: 6,731 shares; 2025Q3: 6,746 shares; 2025Q4: 4,459 shares; 2026Q1: 4,601 shares; 2026Q2: 4,135 shares; 2026Q3: 4,416 shares 4,416 $1.72M 0.14% +281 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 71,280 shares 71,280 $1.71M 0.14% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,377 shares; 2025Q2: 10,081 shares; 2025Q3: 13,684 shares; 2025Q4: 13,943 shares; 2026Q1: 13,943 shares; 2026Q2: 14,280 shares; 2026Q3: 15,552 shares 15,552 $1.7M 0.14% +1,272 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,462 shares; 2025Q1: 22,677 shares; 2025Q2: 31,310 shares; 2025Q3: 28,156 shares; 2025Q4: 13,087 shares; 2026Q1: 12,082 shares; 2026Q2: 11,951 shares; 2026Q3: 11,570 shares 11,570 $1.67M 0.14% -381 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,334 shares; 2025Q1: 15,588 shares; 2025Q2: 21,776 shares; 2025Q3: 30,777 shares; 2025Q4: 15,815 shares; 2026Q1: 15,905 shares; 2026Q2: 20,587 shares; 2026Q3: 20,437 shares 20,437 $1.65M 0.14% -150 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,836 shares; 2026Q3: 9,633 shares 9,633 $1.57M 0.13% +7,797 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 558 shares; 2025Q1: 3,296 shares; 2025Q2: 4,656 shares; 2025Q3: 4,537 shares; 2025Q4: 2,849 shares; 2026Q1: 2,887 shares; 2026Q2: 3,368 shares; 2026Q3: 4,124 shares 4,124 $1.56M 0.13% +756 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,432 shares; 2025Q1: 72,685 shares; 2025Q2: 55,337 shares; 2025Q3: not reported; 2025Q4: 22,301 shares; 2026Q1: 34,417 shares; 2026Q2: 33,023 shares; 2026Q3: 30,672 shares 30,672 $1.52M 0.13% -2,351 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,721 shares; 2025Q2: 1,935 shares; 2025Q3: 1,976 shares; 2025Q4: 2,718 shares; 2026Q1: 2,996 shares; 2026Q2: 3,441 shares; 2026Q3: 3,428 shares 3,428 $1.52M 0.13% -13 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 4,119 shares; 2026Q1: 4,673 shares; 2026Q2: 6,014 shares; 2026Q3: 6,316 shares 6,316 $1.52M 0.13% +302 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,821 shares; 2025Q1: 47,235 shares; 2025Q2: 47,101 shares; 2025Q3: 43,357 shares; 2025Q4: 28,649 shares; 2026Q1: 47,619 shares; 2026Q2: 35,842 shares; 2026Q3: 28,668 shares 28,668 $1.49M 0.13% -7,174 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 34,122 shares; 2025Q2: 34,877 shares; 2025Q3: 34,534 shares; 2025Q4: 30,913 shares; 2026Q1: 31,661 shares; 2026Q2: 31,796 shares; 2026Q3: 32,031 shares 32,031 $1.47M 0.12% +235 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,527 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,071 shares; 2025Q4: 28,172 shares; 2026Q1: 46,502 shares; 2026Q2: 29,606 shares; 2026Q3: 27,566 shares 27,566 $1.47M 0.12% -2,040 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,557 shares; 2025Q1: 38,293 shares; 2025Q2: 20,813 shares; 2025Q3: 23,199 shares; 2025Q4: 11,638 shares; 2026Q1: 11,469 shares; 2026Q2: 12,359 shares; 2026Q3: 12,307 shares 12,307 $1.47M 0.12% -52 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225,822 shares; 2025Q1: 254,461 shares; 2025Q2: 251,479 shares; 2025Q3: not reported; 2025Q4: 22,525 shares; 2026Q1: 22,525 shares; 2026Q2: 22,525 shares; 2026Q3: 22,525 shares 22,525 $1.42M 0.12% 0 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,749 shares; 2025Q1: 98,130 shares; 2025Q2: 95,541 shares; 2025Q3: not reported; 2025Q4: 24,320 shares; 2026Q1: 24,320 shares; 2026Q2: 24,320 shares; 2026Q3: 24,320 shares 24,320 $1.38M 0.12% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,663 shares; 2025Q1: 38,589 shares; 2025Q2: 38,589 shares; 2025Q3: not reported; 2025Q4: 29,748 shares; 2026Q1: 29,748 shares; 2026Q2: 29,748 shares; 2026Q3: 29,726 shares 29,726 $1.37M 0.12% -22 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,235 shares; 2025Q1: 3,079 shares; 2025Q2: 5,797 shares; 2025Q3: 5,912 shares; 2025Q4: 5,460 shares; 2026Q1: 5,283 shares; 2026Q2: 5,397 shares; 2026Q3: 6,014 shares 6,014 $1.37M 0.11% +617 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 3,213 shares; 2025Q3: 3,069 shares; 2025Q4: 3,258 shares; 2026Q1: 3,014 shares; 2026Q2: 2,686 shares; 2026Q3: 2,632 shares 2,632 $1.35M 0.11% -54 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,723 shares; 2025Q1: 9,421 shares; 2025Q2: 8,606 shares; 2025Q3: 10,479 shares; 2025Q4: 4,355 shares; 2026Q1: not reported; 2026Q2: 17,618 shares; 2026Q3: 17,548 shares 17,548 $1.34M 0.11% -70 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 5,754 shares; 2025Q4: 6,092 shares; 2026Q1: 6,226 shares; 2026Q2: 6,383 shares; 2026Q3: 11,352 shares 11,352 $1.33M 0.11% +4,969 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 797 shares; 2025Q1: 1,602 shares; 2025Q2: 2,003 shares; 2025Q3: 2,538 shares; 2025Q4: 2,002 shares; 2026Q1: 1,909 shares; 2026Q2: 2,133 shares; 2026Q3: 2,213 shares 2,213 $1.32M 0.11% +80 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,689 shares; 2025Q2: 8,098 shares; 2025Q3: 7,334 shares; 2025Q4: 8,060 shares; 2026Q1: 7,463 shares; 2026Q2: 25,757 shares; 2026Q3: 25,979 shares 25,979 $1.32M 0.11% +222 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,050 shares; 2026Q3: 12,131 shares 12,131 $1.3M 0.11% +81 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: 2,026 shares; 2025Q3: 2,999 shares; 2025Q4: 3,200 shares; 2026Q1: 2,953 shares; 2026Q2: 3,238 shares; 2026Q3: 4,186 shares 4,186 $1.29M 0.11% +948 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 3,733 shares; 2025Q4: 3,830 shares; 2026Q1: 4,451 shares; 2026Q2: 4,822 shares; 2026Q3: 5,053 shares 5,053 $1.29M 0.11% +231 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,607 shares; 2025Q4: 55,014 shares; 2026Q1: 42,176 shares; 2026Q2: 39,861 shares; 2026Q3: 36,008 shares 36,008 $1.29M 0.11% -3,853 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; 2024Q4: not reported; 2025Q1: 3,767 shares; 2025Q2: 3,738 shares; 2025Q3: 3,342 shares; 2025Q4: 3,974 shares; 2026Q1: 3,852 shares; 2026Q2: 4,508 shares; 2026Q3: 4,799 shares 4,799 $1.27M 0.11% +291 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,692 shares; 2025Q2: not reported; 2025Q3: 4,873 shares; 2025Q4: 7,108 shares; 2026Q1: 4,835 shares; 2026Q2: 4,772 shares; 2026Q3: 6,458 shares 6,458 $1.25M 0.1% +1,686 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,776 shares; 2025Q1: 3,734 shares; 2025Q2: 4,729 shares; 2025Q3: 8,127 shares; 2025Q4: 6,420 shares; 2026Q1: 6,848 shares; 2026Q2: 7,190 shares; 2026Q3: 8,821 shares 8,821 $1.21M 0.1% +1,631 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,973 shares; 2025Q1: 141,124 shares; 2025Q2: 178,435 shares; 2025Q3: 206,292 shares; 2025Q4: 17,180 shares; 2026Q1: 18,521 shares; 2026Q2: 19,473 shares; 2026Q3: 20,225 shares 20,225 $1.21M 0.1% +752 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,901 shares; 2025Q3: 15,742 shares; 2025Q4: 15,774 shares; 2026Q1: 12,412 shares; 2026Q2: 10,913 shares; 2026Q3: 11,852 shares 11,852 $1.2M 0.1% +939 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,776 shares; 2025Q2: 8,776 shares; 2025Q3: 8,866 shares; 2025Q4: 9,064 shares; 2026Q1: 9,064 shares; 2026Q2: 9,101 shares; 2026Q3: 9,101 shares 9,101 $1.19M 0.1% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,809 shares; 2025Q1: 8,323 shares; 2025Q2: 8,402 shares; 2025Q3: 8,517 shares; 2025Q4: 4,115 shares; 2026Q1: 4,161 shares; 2026Q2: 4,185 shares; 2026Q3: 4,426 shares 4,426 $1.18M 0.1% +241 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 23,652 shares; 2025Q2: 6,471 shares; 2025Q3: 8,085 shares; 2025Q4: 2,655 shares; 2026Q1: 2,267 shares; 2026Q2: 11,642 shares; 2026Q3: 11,675 shares 11,675 $1.17M 0.1% +33 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; 2024Q4: 1,264 shares; 2025Q1: 4,851 shares; 2025Q2: 5,026 shares; 2025Q3: 4,909 shares; 2025Q4: 4,399 shares; 2026Q1: 4,099 shares; 2026Q2: 4,345 shares; 2026Q3: 4,197 shares 4,197 $1.15M 0.1% -148 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,731 shares; 2025Q2: 4,651 shares; 2025Q3: 5,423 shares; 2025Q4: 7,335 shares; 2026Q1: 7,617 shares; 2026Q2: 7,994 shares; 2026Q3: 8,055 shares 8,055 $1.14M 0.1% +61 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,731 shares; 2025Q1: 8,545 shares; 2025Q2: 8,468 shares; 2025Q3: 8,547 shares; 2025Q4: 2,822 shares; 2026Q1: 2,855 shares; 2026Q2: 11,860 shares; 2026Q3: 11,966 shares 11,966 $1.13M 0.1% +106 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,188 shares; 2025Q1: 5,699 shares; 2025Q2: 7,981 shares; 2025Q3: 7,151 shares; 2025Q4: 4,592 shares; 2026Q1: 4,476 shares; 2026Q2: 4,873 shares; 2026Q3: 5,577 shares 5,577 $1.13M 0.09% +704 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 7,009 shares; 2026Q1: 7,009 shares; 2026Q2: 7,029 shares; 2026Q3: 6,028 shares 6,028 $1.09M 0.09% -1,001 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,101 shares; 2025Q1: 5,112 shares; 2025Q2: 4,080 shares; 2025Q3: 5,912 shares; 2025Q4: 6,256 shares; 2026Q1: 6,256 shares; 2026Q2: 6,266 shares; 2026Q3: 6,204 shares 6,204 $1.05M 0.09% -62 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 2,599 shares; 2026Q1: 2,828 shares; 2026Q2: 3,529 shares; 2026Q3: 4,288 shares 4,288 $1.03M 0.09% +759 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares; 2026Q1: 5,794 shares; 2026Q2: 6,307 shares; 2026Q3: 7,745 shares 7,745 $1.02M 0.09% +1,438 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,014 shares; 2025Q1: 8,805 shares; 2025Q2: 11,499 shares; 2025Q3: 13,436 shares; 2025Q4: 13,804 shares; 2026Q1: 12,804 shares; 2026Q2: 12,749 shares; 2026Q3: 13,000 shares 13,000 $1.02M 0.09% +251 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,935 shares; 2025Q2: 10,885 shares; 2025Q3: 12,172 shares; 2025Q4: 17,983 shares; 2026Q1: 19,028 shares; 2026Q2: 18,685 shares; 2026Q3: 18,746 shares 18,746 $1.02M 0.09% +61 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,782 shares; 2025Q1: 8,109 shares; 2025Q2: 10,612 shares; 2025Q3: 11,943 shares; 2025Q4: 9,872 shares; 2026Q1: 9,270 shares; 2026Q2: 9,926 shares; 2026Q3: 9,930 shares 9,930 $1.01M 0.08% +4 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; 2024Q4: not reported; 2025Q1: 3,242 shares; 2025Q2: 5,018 shares; 2025Q3: 6,160 shares; 2025Q4: 6,287 shares; 2026Q1: 6,538 shares; 2026Q2: 6,446 shares; 2026Q3: 7,231 shares 7,231 $999K 0.08% +785 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,557 shares; 2025Q1: 94,418 shares; 2025Q2: 101,313 shares; 2025Q3: 97,224 shares; 2025Q4: 13,327 shares; 2026Q1: 12,931 shares; 2026Q2: 11,228 shares; 2026Q3: 10,022 shares 10,022 $994K 0.08% -1,206 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,338 shares; 2025Q1: 37,573 shares; 2025Q2: 41,963 shares; 2025Q3: 39,214 shares; 2025Q4: 16,169 shares; 2026Q1: 14,495 shares; 2026Q2: 14,257 shares; 2026Q3: 13,993 shares 13,993 $985K 0.08% -264 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,701 shares 12,701 $983K 0.08% new Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,936 shares; 2025Q1: 62,710 shares; 2025Q2: 53,269 shares; 2025Q3: not reported; 2025Q4: 29,208 shares; 2026Q1: 28,018 shares; 2026Q2: 25,506 shares; 2026Q3: 23,650 shares 23,650 $979K 0.08% -1,856 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,680 shares; 2025Q3: 1,747 shares; 2025Q4: 1,766 shares; 2026Q1: 1,988 shares; 2026Q2: 2,283 shares; 2026Q3: 2,285 shares 2,285 $975K 0.08% +2 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,711 shares; 2025Q1: 5,387 shares; 2025Q2: 8,195 shares; 2025Q3: 7,171 shares; 2025Q4: 5,274 shares; 2026Q1: 4,354 shares; 2026Q2: 4,309 shares; 2026Q3: 4,039 shares 4,039 $945K 0.08% -270 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,341 shares; 2025Q1: 18,730 shares; 2025Q2: 18,311 shares; 2025Q3: not reported; 2025Q4: 20,409 shares; 2026Q1: 20,409 shares; 2026Q2: 19,845 shares; 2026Q3: 19,458 shares 19,458 $943K 0.08% -387 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,562 shares; 2025Q1: 5,671 shares; 2025Q2: 10,578 shares; 2025Q3: 11,117 shares; 2025Q4: 9,683 shares; 2026Q1: 9,657 shares; 2026Q2: 9,710 shares; 2026Q3: 7,380 shares 7,380 $935K 0.08% -2,330 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,353 shares; 2025Q1: 27,841 shares; 2025Q2: 25,648 shares; 2025Q3: not reported; 2025Q4: 9,854 shares; 2026Q1: 10,020 shares; 2026Q2: 10,791 shares; 2026Q3: 10,429 shares 10,429 $934K 0.08% -362 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 36,301 shares; 2025Q2: 69,102 shares; 2025Q3: 57,900 shares; 2025Q4: 34,042 shares; 2026Q1: 33,857 shares; 2026Q2: 44,127 shares; 2026Q3: 41,233 shares 41,233 $927K 0.08% -2,894 Timeline JULT 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; 2024Q4: 18,656 shares; 2025Q1: 18,656 shares; 2025Q2: 18,656 shares; 2025Q3: not reported; 2025Q4: 18,656 shares; 2026Q1: 18,656 shares; 2026Q2: 18,656 shares; 2026Q3: 18,656 shares 18,656 $922K 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,429 shares; 2025Q1: 7,530 shares; 2025Q2: 8,764 shares; 2025Q3: 8,794 shares; 2025Q4: 6,180 shares; 2026Q1: 6,406 shares; 2026Q2: 6,489 shares; 2026Q3: 6,622 shares 6,622 $911K 0.08% +133 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,780 shares; 2025Q2: 2,234 shares; 2025Q3: 1,815 shares; 2025Q4: 2,129 shares; 2026Q1: 2,229 shares; 2026Q2: 2,685 shares; 2026Q3: 3,230 shares 3,230 $910K 0.08% +545 Timeline JANT 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; 2024Q4: 19,857 shares; 2025Q1: 19,857 shares; 2025Q2: 19,857 shares; 2025Q3: not reported; 2025Q4: 19,895 shares; 2026Q1: 19,857 shares; 2026Q2: 19,857 shares; 2026Q3: 19,857 shares 19,857 $908K 0.08% 0 Timeline APRT 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; 2024Q4: 19,054 shares; 2025Q1: 19,054 shares; 2025Q2: 19,054 shares; 2025Q3: not reported; 2025Q4: 19,054 shares; 2026Q1: 19,054 shares; 2026Q2: 19,054 shares; 2026Q3: 19,054 shares 19,054 $903K 0.08% 0 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,018 shares; 2025Q1: 86,031 shares; 2025Q2: 114,137 shares; 2025Q3: not reported; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares; 2026Q2: 18,500 shares; 2026Q3: 18,500 shares 18,500 $895K 0.08% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 134,773 shares; 2025Q1: 132,484 shares; 2025Q2: 128,289 shares; 2025Q3: not reported; 2025Q4: 14,314 shares; 2026Q1: 14,314 shares; 2026Q2: 14,314 shares; 2026Q3: 14,314 shares 14,314 $888K 0.07% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares; 2026Q1: 2,706 shares; 2026Q2: 4,769 shares; 2026Q3: 5,809 shares 5,809 $877K 0.07% +1,040 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,426 shares; 2025Q1: 27,982 shares; 2025Q2: 27,477 shares; 2025Q3: not reported; 2025Q4: 22,863 shares; 2026Q1: 22,863 shares; 2026Q2: 21,350 shares; 2026Q3: 20,383 shares 20,383 $875K 0.07% -967 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,107 shares; 2025Q4: 2,502 shares; 2026Q1: 2,712 shares; 2026Q2: 2,445 shares; 2026Q3: 2,421 shares 2,421 $872K 0.07% -24 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,379 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,276 shares; 2026Q3: 6,101 shares 6,101 $871K 0.07% -175 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123,461 shares; 2025Q1: 117,982 shares; 2025Q2: 117,621 shares; 2025Q3: not reported; 2025Q4: 15,743 shares; 2026Q1: 15,743 shares; 2026Q2: 15,743 shares; 2026Q3: 15,743 shares 15,743 $861K 0.07% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,807 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,688 shares; 2026Q1: 2,776 shares; 2026Q2: 4,144 shares; 2026Q3: 4,591 shares 4,591 $857K 0.07% +447 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 2,386 shares; 2025Q3: 3,545 shares; 2025Q4: 3,914 shares; 2026Q1: 3,529 shares; 2026Q2: 3,675 shares; 2026Q3: 3,849 shares 3,849 $846K 0.07% +174 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,175 shares; 2025Q4: 4,124 shares; 2026Q1: 4,833 shares; 2026Q2: 6,492 shares; 2026Q3: 5,669 shares 5,669 $835K 0.07% -823 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,750 shares; 2025Q1: 4,290 shares; 2025Q2: 6,480 shares; 2025Q3: 6,176 shares; 2025Q4: 3,584 shares; 2026Q1: 3,565 shares; 2026Q2: 3,602 shares; 2026Q3: 3,723 shares 3,723 $824K 0.07% +121 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,891 shares; 2025Q1: not reported; 2025Q2: 3,482 shares; 2025Q3: 3,370 shares; 2025Q4: 3,632 shares; 2026Q1: 4,019 shares; 2026Q2: 4,098 shares; 2026Q3: 3,904 shares 3,904 $823K 0.07% -194 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,611 shares; 2025Q4: 2,174 shares; 2026Q1: 2,128 shares; 2026Q2: 2,187 shares; 2026Q3: 2,368 shares 2,368 $817K 0.07% +181 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,655 shares; 2025Q2: 4,944 shares; 2025Q3: 4,960 shares; 2025Q4: 7,152 shares; 2026Q1: 7,177 shares; 2026Q2: 7,175 shares; 2026Q3: 7,015 shares 7,015 $813K 0.07% -160 Timeline PSFM PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: not reported; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares; 2026Q2: 22,500 shares; 2026Q3: 22,500 shares 22,500 $809K 0.07% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,253 shares; 2026Q2: 17,692 shares; 2026Q3: 22,044 shares 22,044 $806K 0.07% +4,352 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,953 shares; 2026Q1: 9,131 shares; 2026Q2: 9,175 shares; 2026Q3: 8,742 shares 8,742 $805K 0.07% -433 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,986 shares; 2025Q1: 5,101 shares; 2025Q2: 5,919 shares; 2025Q3: 6,552 shares; 2025Q4: 4,834 shares; 2026Q1: 4,950 shares; 2026Q2: 5,031 shares; 2026Q3: 4,938 shares 4,938 $802K 0.07% -93 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 2,262 shares; 2025Q4: 1,359 shares; 2026Q1: 1,423 shares; 2026Q2: 1,510 shares; 2026Q3: 1,605 shares 1,605 $798K 0.07% +95 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,031 shares; 2025Q1: 50,393 shares; 2025Q2: 42,076 shares; 2025Q3: not reported; 2025Q4: 22,871 shares; 2026Q1: 22,067 shares; 2026Q2: 20,219 shares; 2026Q3: 18,839 shares 18,839 $793K 0.07% -1,380 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,889 shares; 2025Q1: 15,148 shares; 2025Q2: 12,948 shares; 2025Q3: not reported; 2025Q4: 11,549 shares; 2026Q1: 11,694 shares; 2026Q2: 11,676 shares; 2026Q3: 11,555 shares 11,555 $782K 0.07% -121 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,206 shares; 2025Q1: 2,137 shares; 2025Q2: 4,497 shares; 2025Q3: 4,263 shares; 2025Q4: 4,043 shares; 2026Q1: 3,088 shares; 2026Q2: 4,073 shares; 2026Q3: 4,423 shares 4,423 $772K 0.06% +350 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,630 shares; 2025Q2: 18,630 shares; 2025Q3: 18,630 shares; 2025Q4: 18,630 shares; 2026Q1: 18,665 shares; 2026Q2: 18,665 shares; 2026Q3: 18,665 shares 18,665 $764K 0.06% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares; 2026Q1: 1,145 shares; 2026Q2: 1,372 shares; 2026Q3: 1,760 shares 1,760 $764K 0.06% +388 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,243 shares; 2025Q1: 2,791 shares; 2025Q2: 2,764 shares; 2025Q3: not reported; 2025Q4: 3,603 shares; 2026Q1: 4,436 shares; 2026Q2: 4,174 shares; 2026Q3: 3,952 shares 3,952 $749K 0.06% -222 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,238 shares; 2026Q1: 150,392 shares; 2026Q2: 45,409 shares; 2026Q3: 45,392 shares 45,392 $748K 0.06% -17 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,127 shares; 2025Q1: 62,520 shares; 2025Q2: 49,904 shares; 2025Q3: not reported; 2025Q4: 15,751 shares; 2026Q1: 14,918 shares; 2026Q2: 14,391 shares; 2026Q3: 12,530 shares 12,530 $748K 0.06% -1,861 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,605 shares; 2026Q1: 1,486 shares; 2026Q2: 1,321 shares; 2026Q3: 1,486 shares 1,486 $743K 0.06% +165 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,472 shares; 2025Q2: 10,232 shares; 2025Q3: 7,480 shares; 2025Q4: 5,374 shares; 2026Q1: 5,928 shares; 2026Q2: 5,898 shares; 2026Q3: 7,751 shares 7,751 $739K 0.06% +1,853 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,329 shares; 2025Q1: 2,720 shares; 2025Q2: 3,022 shares; 2025Q3: 3,188 shares; 2025Q4: 4,251 shares; 2026Q1: 4,326 shares; 2026Q2: 4,193 shares; 2026Q3: 3,013 shares 3,013 $739K 0.06% -1,180 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,830 shares; 2026Q3: 24,936 shares 24,936 $738K 0.06% +106 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,504 shares; 2025Q1: 14,812 shares; 2025Q2: 14,492 shares; 2025Q3: not reported; 2025Q4: 17,231 shares; 2026Q1: 17,231 shares; 2026Q2: 17,045 shares; 2026Q3: 16,739 shares 16,739 $723K 0.06% -306 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,164 shares; 2025Q2: 12,140 shares; 2025Q3: 12,724 shares; 2025Q4: 14,947 shares; 2026Q1: 13,857 shares; 2026Q2: 27,152 shares; 2026Q3: 30,873 shares 30,873 $722K 0.06% +3,721 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,360 shares; 2025Q1: 90,681 shares; 2025Q2: 94,007 shares; 2025Q3: 90,542 shares; 2025Q4: 14,007 shares; 2026Q1: 14,033 shares; 2026Q2: 16,300 shares; 2026Q3: 15,927 shares 15,927 $711K 0.06% -373 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,983 shares; 2025Q1: 1,806 shares; 2025Q2: 3,312 shares; 2025Q3: 3,321 shares; 2025Q4: 4,162 shares; 2026Q1: 4,162 shares; 2026Q2: 4,168 shares; 2026Q3: 4,154 shares 4,154 $708K 0.06% -14 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,512 shares; 2025Q1: 5,439 shares; 2025Q2: 5,347 shares; 2025Q3: 2,287 shares; 2025Q4: 2,496 shares; 2026Q1: 2,999 shares; 2026Q2: 3,426 shares; 2026Q3: 4,079 shares 4,079 $702K 0.06% +653 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,407 shares; 2025Q2: 14,407 shares; 2025Q3: 14,407 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,508 shares; 2026Q3: 14,508 shares 14,508 $699K 0.06% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,687 shares; 2026Q1: 6,700 shares; 2026Q2: 8,789 shares; 2026Q3: 8,616 shares 8,616 $697K 0.06% -173 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,348 shares; 2025Q1: 4,244 shares; 2025Q2: 4,244 shares; 2025Q3: not reported; 2025Q4: 4,563 shares; 2026Q1: 5,370 shares; 2026Q2: 5,456 shares; 2026Q3: 6,590 shares 6,590 $690K 0.06% +1,134 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,310 shares; 2025Q2: 3,706 shares; 2025Q3: 3,741 shares; 2025Q4: 3,889 shares; 2026Q1: 3,948 shares; 2026Q2: 3,971 shares; 2026Q3: 3,709 shares 3,709 $688K 0.06% -262 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,753 shares; 2025Q1: 30,902 shares; 2025Q2: 24,491 shares; 2025Q3: not reported; 2025Q4: 9,433 shares; 2026Q1: 9,052 shares; 2026Q2: 8,896 shares; 2026Q3: 8,676 shares 8,676 $678K 0.06% -220 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,557 shares; 2026Q1: 1,572 shares; 2026Q2: 1,611 shares; 2026Q3: 1,552 shares 1,552 $677K 0.06% -59 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,583 shares; 2025Q2: 20,034 shares; 2025Q3: 18,595 shares; 2025Q4: 13,211 shares; 2026Q1: 12,038 shares; 2026Q2: 11,711 shares; 2026Q3: 11,760 shares 11,760 $675K 0.06% +49 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173,061 shares; 2025Q1: 188,183 shares; 2025Q2: 190,484 shares; 2025Q3: not reported; 2025Q4: 7,081 shares; 2026Q1: 7,058 shares; 2026Q2: 7,392 shares; 2026Q3: 7,176 shares 7,176 $669K 0.06% -216 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 3,613 shares; 2026Q1: 4,793 shares; 2026Q2: 5,128 shares; 2026Q3: 6,117 shares 6,117 $668K 0.06% +989 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,696 shares; 2025Q2: 10,029 shares; 2025Q3: 9,014 shares; 2025Q4: 8,717 shares; 2026Q1: 6,786 shares; 2026Q2: 6,826 shares; 2026Q3: 7,576 shares 7,576 $667K 0.06% +750 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,290 shares 7,290 $666K 0.06% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,452 shares; 2025Q4: 9,618 shares; 2026Q1: 9,482 shares; 2026Q2: 9,226 shares; 2026Q3: 11,447 shares 11,447 $659K 0.06% +2,221 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 360 shares; 2025Q3: 338 shares; 2025Q4: 401 shares; 2026Q1: 405 shares; 2026Q2: 498 shares; 2026Q3: 503 shares 503 $658K 0.06% +5 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,936 shares 18,936 $652K 0.05% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,001 shares; 2025Q2: 5,996 shares; 2025Q3: 6,136 shares; 2025Q4: 6,873 shares; 2026Q1: 7,473 shares; 2026Q2: 7,373 shares; 2026Q3: 7,932 shares 7,932 $646K 0.05% +559 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,747 shares; 2025Q1: 7,866 shares; 2025Q2: 8,068 shares; 2025Q3: not reported; 2025Q4: 7,720 shares; 2026Q1: 7,720 shares; 2026Q2: 7,738 shares; 2026Q3: 7,703 shares 7,703 $641K 0.05% -35 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,303 shares; 2025Q4: 37,438 shares; 2026Q1: 37,438 shares; 2026Q2: 37,438 shares; 2026Q3: 37,438 shares 37,438 $639K 0.05% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 898 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 397 shares; 2026Q1: 398 shares; 2026Q2: 389 shares; 2026Q3: 388 shares 388 $636K 0.05% -1 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 318 shares; 2025Q4: 264 shares; 2026Q1: 267 shares; 2026Q2: 2,993 shares; 2026Q3: 3,340 shares 3,340 $635K 0.05% +347 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,581 shares; 2025Q1: 2,502 shares; 2025Q2: 3,044 shares; 2025Q3: 3,873 shares; 2025Q4: 3,256 shares; 2026Q1: 3,246 shares; 2026Q2: 3,522 shares; 2026Q3: 2,664 shares 2,664 $628K 0.05% -858 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,142 shares; 2025Q1: 18,302 shares; 2025Q2: 23,422 shares; 2025Q3: not reported; 2025Q4: 2,431 shares; 2026Q1: 2,302 shares; 2026Q2: 2,231 shares; 2026Q3: 2,159 shares 2,159 $622K 0.05% -72 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,026 shares; 2026Q2: 2,326 shares; 2026Q3: 2,311 shares 2,311 $614K 0.05% -15 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,950 shares; 2025Q4: 1,670 shares; 2026Q1: 1,731 shares; 2026Q2: 1,760 shares; 2026Q3: 1,831 shares 1,831 $614K 0.05% +71 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,250 shares; 2025Q2: 4,905 shares; 2025Q3: 4,905 shares; 2025Q4: 3,889 shares; 2026Q1: 4,314 shares; 2026Q2: 5,706 shares; 2026Q3: 5,874 shares 5,874 $605K 0.05% +168 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 829 shares; 2025Q4: 1,050 shares; 2026Q1: 1,063 shares; 2026Q2: 1,078 shares; 2026Q3: 1,144 shares 1,144 $604K 0.05% +66 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,934 shares; 2026Q1: 1,963 shares; 2026Q2: 2,050 shares; 2026Q3: 2,133 shares 2,133 $600K 0.05% +83 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,283 shares; 2025Q1: 8,942 shares; 2025Q2: 10,550 shares; 2025Q3: 9,450 shares; 2025Q4: 3,215 shares; 2026Q1: 3,128 shares; 2026Q2: 3,564 shares; 2026Q3: 3,712 shares 3,712 $597K 0.05% +148 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,651 shares; 2025Q2: 7,332 shares; 2025Q3: not reported; 2025Q4: 11,049 shares; 2026Q1: 11,049 shares; 2026Q2: 10,841 shares; 2026Q3: 9,985 shares 9,985 $589K 0.05% -856 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 1,076 shares; 2026Q1: 832 shares; 2026Q2: 827 shares; 2026Q3: 889 shares 889 $589K 0.05% +62 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,705 shares; 2025Q1: 2,712 shares; 2025Q2: 3,236 shares; 2025Q3: 2,089 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,560 shares; 2026Q3: 1,560 shares 1,560 $587K 0.05% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 242 shares; 2025Q1: 600 shares; 2025Q2: 694 shares; 2025Q3: 720 shares; 2025Q4: 530 shares; 2026Q1: 467 shares; 2026Q2: 470 shares; 2026Q3: 539 shares 539 $585K 0.05% +69 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,862 shares; 2025Q2: 15,830 shares; 2025Q3: 16,642 shares; 2025Q4: 11,587 shares; 2026Q1: 10,918 shares; 2026Q2: 10,501 shares; 2026Q3: 10,665 shares 10,665 $583K 0.05% +164 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 883 shares; 2025Q3: 1,142 shares; 2025Q4: 1,450 shares; 2026Q1: 1,425 shares; 2026Q2: 1,687 shares; 2026Q3: 1,977 shares 1,977 $578K 0.05% +290 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,189 shares; 2025Q3: 1,935 shares; 2025Q4: 2,155 shares; 2026Q1: 2,130 shares; 2026Q2: 2,329 shares; 2026Q3: 1,953 shares 1,953 $574K 0.05% -376 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; 2024Q4: not reported; 2025Q1: 5,439 shares; 2025Q2: 6,054 shares; 2025Q3: 5,817 shares; 2025Q4: 6,798 shares; 2026Q1: 5,312 shares; 2026Q2: 4,742 shares; 2026Q3: 4,612 shares 4,612 $564K 0.05% -130 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 777 shares; 2025Q4: 783 shares; 2026Q1: 833 shares; 2026Q2: 1,025 shares; 2026Q3: 1,142 shares 1,142 $557K 0.05% +117 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 207 shares; 2026Q2: 335 shares; 2026Q3: 318 shares 318 $557K 0.05% -17 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 819 shares; 2026Q3: 1,206 shares 1,206 $553K 0.05% +387 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,281 shares; 2025Q4: 18,737 shares; 2026Q1: 20,806 shares; 2026Q2: 22,541 shares; 2026Q3: 22,665 shares 22,665 $551K 0.05% +124 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,522 shares; 2025Q4: 22,122 shares; 2026Q1: 22,122 shares; 2026Q2: 22,122 shares; 2026Q3: 22,122 shares 22,122 $546K 0.05% 0 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,295 shares 10,295 $542K 0.05% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: not reported; 2026Q1: 4,455 shares; 2026Q2: 2,940 shares; 2026Q3: 2,593 shares 2,593 $539K 0.05% -347 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,407 shares; 2025Q3: 5,773 shares; 2025Q4: 8,482 shares; 2026Q1: 14,259 shares; 2026Q2: 13,756 shares; 2026Q3: 6,372 shares 6,372 $538K 0.05% -7,384 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; 2024Q4: not reported; 2025Q1: 11,450 shares; 2025Q2: 13,305 shares; 2025Q3: 14,686 shares; 2025Q4: 20,114 shares; 2026Q1: 19,021 shares; 2026Q2: 22,671 shares; 2026Q3: 24,271 shares 24,271 $536K 0.05% +1,600 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; 2024Q4: not reported; 2025Q1: 3,451 shares; 2025Q2: 4,880 shares; 2025Q3: 4,487 shares; 2025Q4: 3,013 shares; 2026Q1: 2,867 shares; 2026Q2: 3,210 shares; 2026Q3: 3,020 shares 3,020 $533K 0.04% -190 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,397 shares; 2025Q1: 14,951 shares; 2025Q2: 14,919 shares; 2025Q3: not reported; 2025Q4: 3,027 shares; 2026Q1: 5,417 shares; 2026Q2: 5,399 shares; 2026Q3: 5,385 shares 5,385 $528K 0.04% -14 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,546 shares; 2025Q3: 11,371 shares; 2025Q4: 14,423 shares; 2026Q1: 17,657 shares; 2026Q2: 14,387 shares; 2026Q3: 8,445 shares 8,445 $527K 0.04% -5,942 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,740 shares; 2025Q1: 9,812 shares; 2025Q2: 9,963 shares; 2025Q3: 10,068 shares; 2025Q4: 10,262 shares; 2026Q1: 10,336 shares; 2026Q2: 10,373 shares; 2026Q3: 10,523 shares 10,523 $525K 0.04% +150 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,536 shares; 2026Q3: 28,671 shares 28,671 $524K 0.04% -865 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares; 2026Q3: 50,438 shares 50,438 $524K 0.04% +438 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,501 shares; 2025Q1: 50,248 shares; 2025Q2: 39,435 shares; 2025Q3: not reported; 2025Q4: 13,721 shares; 2026Q1: 13,075 shares; 2026Q2: 12,733 shares; 2026Q3: 11,289 shares 11,289 $522K 0.04% -1,444 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 255,960 shares; 2025Q2: 180,294 shares; 2025Q3: 143,482 shares; 2025Q4: 78,413 shares; 2026Q1: 125,915 shares; 2026Q2: 15,867 shares; 2026Q3: 13,144 shares 13,144 $522K 0.04% -2,723 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,367 shares; 2025Q1: 1,338 shares; 2025Q2: 2,164 shares; 2025Q3: not reported; 2025Q4: 1,669 shares; 2026Q1: 1,681 shares; 2026Q2: 1,870 shares; 2026Q3: 1,837 shares 1,837 $521K 0.04% -33 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,423 shares; 2025Q3: 3,219 shares; 2025Q4: 3,419 shares; 2026Q1: 3,420 shares; 2026Q2: 3,798 shares; 2026Q3: 3,851 shares 3,851 $515K 0.04% +53 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,001 shares; 2026Q2: 6,853 shares; 2026Q3: 10,418 shares 10,418 $515K 0.04% +3,565 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,464 shares; 2025Q2: 16,796 shares; 2025Q3: 18,767 shares; 2025Q4: 9,886 shares; 2026Q1: 10,203 shares; 2026Q2: 10,231 shares; 2026Q3: 4,674 shares 4,674 $515K 0.04% -5,557 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,351 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares; 2026Q3: 12,000 shares 12,000 $514K 0.04% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 711 shares; 2025Q3: 1,478 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,230 shares 2,230 $503K 0.04% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: 3,437 shares; 2026Q1: 3,560 shares; 2026Q2: 3,554 shares; 2026Q3: 3,544 shares 3,544 $500K 0.04% -10 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,605 shares; 2025Q1: 12,094 shares; 2025Q2: 23,204 shares; 2025Q3: 19,432 shares; 2025Q4: 12,031 shares; 2026Q1: 11,768 shares; 2026Q2: 13,872 shares; 2026Q3: 11,637 shares 11,637 $498K 0.04% -2,235 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,177 shares; 2025Q2: 9,582 shares; 2025Q3: 7,625 shares; 2025Q4: 7,740 shares; 2026Q1: 7,740 shares; 2026Q2: 7,740 shares; 2026Q3: 7,740 shares 7,740 $495K 0.04% 0 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,562 shares; 2025Q1: 81,129 shares; 2025Q2: 50,085 shares; 2025Q3: not reported; 2025Q4: 22,536 shares; 2026Q1: 49,736 shares; 2026Q2: 19,211 shares; 2026Q3: 39,948 shares 39,948 $493K 0.04% +20,737 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,948 shares; 2025Q1: 7,026 shares; 2025Q2: 7,296 shares; 2025Q3: 6,525 shares; 2025Q4: 8,492 shares; 2026Q1: 9,110 shares; 2026Q2: 7,141 shares; 2026Q3: 8,621 shares 8,621 $491K 0.04% +1,480 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 996 shares; 2025Q1: 997 shares; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 641 shares; 2026Q1: 3,847 shares; 2026Q2: 4,451 shares; 2026Q3: 5,630 shares 5,630 $489K 0.04% +1,179 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,856 shares; 2026Q1: 4,746 shares; 2026Q2: 5,092 shares; 2026Q3: 5,506 shares 5,506 $489K 0.04% +414 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 2,393 shares; 2025Q3: 1,537 shares; 2025Q4: 1,248 shares; 2026Q1: 1,243 shares; 2026Q2: 1,122 shares; 2026Q3: 2,098 shares 2,098 $488K 0.04% +976 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; 2024Q4: 13,952 shares; 2025Q1: 13,457 shares; 2025Q2: 12,802 shares; 2025Q3: not reported; 2025Q4: 7,063 shares; 2026Q1: 7,107 shares; 2026Q2: 7,334 shares; 2026Q3: 6,890 shares 6,890 $482K 0.04% -444 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,081 shares; 2025Q4: 3,016 shares; 2026Q1: 2,969 shares; 2026Q2: 2,969 shares; 2026Q3: 2,966 shares 2,966 $481K 0.04% -3 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 771 shares; 2025Q3: 808 shares; 2025Q4: 819 shares; 2026Q1: 806 shares; 2026Q2: 881 shares; 2026Q3: 982 shares 982 $476K 0.04% +101 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,202 shares; 2026Q1: 1,201 shares; 2026Q2: 1,248 shares; 2026Q3: 1,531 shares 1,531 $474K 0.04% +283 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 434 shares; 2025Q1: 453 shares; 2025Q2: 874 shares; 2025Q3: 1,162 shares; 2025Q4: 9,249 shares; 2026Q1: 10,473 shares; 2026Q2: 10,412 shares; 2026Q3: 6,644 shares 6,644 $469K 0.04% -3,768 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,621 shares; 2025Q1: 40,913 shares; 2025Q2: 39,737 shares; 2025Q3: 38,578 shares; 2025Q4: 44,252 shares; 2026Q1: 44,345 shares; 2026Q2: 42,937 shares; 2026Q3: 45,088 shares 45,088 $468K 0.04% +2,151 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,110 shares; 2026Q3: 20,110 shares 20,110 $468K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,006 shares; 2025Q3: 4,307 shares; 2025Q4: 4,409 shares; 2026Q1: 5,018 shares; 2026Q2: 5,275 shares; 2026Q3: 5,794 shares 5,794 $464K 0.04% +519 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,751 shares; 2025Q3: 5,746 shares; 2025Q4: 5,526 shares; 2026Q1: 5,547 shares; 2026Q2: 5,586 shares; 2026Q3: 5,612 shares 5,612 $462K 0.04% +26 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,140 shares 11,140 $461K 0.04% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,706 shares; 2025Q3: 2,423 shares; 2025Q4: 3,495 shares; 2026Q1: 3,213 shares; 2026Q2: 3,973 shares; 2026Q3: 4,234 shares 4,234 $459K 0.04% +261 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,851 shares; 2026Q2: 4,851 shares; 2026Q3: 4,851 shares 4,851 $456K 0.04% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,523 shares; 2025Q1: 4,987 shares; 2025Q2: 4,987 shares; 2025Q3: 4,115 shares; 2025Q4: 4,794 shares; 2026Q1: 4,794 shares; 2026Q2: 4,800 shares; 2026Q3: 4,776 shares 4,776 $452K 0.04% -24 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323 shares; 2026Q1: 1,285 shares; 2026Q2: 1,148 shares; 2026Q3: 1,111 shares 1,111 $451K 0.04% -37 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,007 shares; 2026Q3: 2,145 shares 2,145 $450K 0.04% +138 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,287 shares; 2026Q1: 1,241 shares; 2026Q2: 1,131 shares; 2026Q3: 1,203 shares 1,203 $447K 0.04% +72 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,592 shares; 2026Q2: 17,592 shares; 2026Q3: 17,592 shares 17,592 $447K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,169 shares; 2025Q1: 3,121 shares; 2025Q2: 3,576 shares; 2025Q3: 3,524 shares; 2025Q4: 3,169 shares; 2026Q1: 2,487 shares; 2026Q2: 2,545 shares; 2026Q3: 2,069 shares 2,069 $437K 0.04% -476 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,873 shares; 2025Q1: 23,866 shares; 2025Q2: 20,056 shares; 2025Q3: not reported; 2025Q4: 11,076 shares; 2026Q1: 10,754 shares; 2026Q2: 9,992 shares; 2026Q3: 9,776 shares 9,776 $436K 0.04% -216 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,826 shares; 2025Q3: 3,887 shares; 2025Q4: 3,890 shares; 2026Q1: 3,908 shares; 2026Q2: 3,908 shares; 2026Q3: 3,908 shares 3,908 $435K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,985 shares; 2025Q3: 6,557 shares; 2025Q4: 5,427 shares; 2026Q1: 5,055 shares; 2026Q2: 4,986 shares; 2026Q3: 4,957 shares 4,957 $435K 0.04% -29 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,098 shares; 2025Q1: 89,592 shares; 2025Q2: 79,138 shares; 2025Q3: not reported; 2025Q4: 7,590 shares; 2026Q1: 7,590 shares; 2026Q2: 7,590 shares; 2026Q3: 7,590 shares 7,590 $435K 0.04% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,772 shares; 2025Q4: 35,799 shares; 2026Q1: 35,799 shares; 2026Q2: 35,799 shares; 2026Q3: 35,799 shares 35,799 $434K 0.04% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,885 shares; 2025Q2: 11,964 shares; 2025Q3: not reported; 2025Q4: 4,399 shares; 2026Q1: 4,194 shares; 2026Q2: 3,692 shares; 2026Q3: 4,069 shares 4,069 $426K 0.04% +377 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,324 shares; 2026Q1: 6,113 shares; 2026Q2: 6,211 shares; 2026Q3: 6,317 shares 6,317 $423K 0.04% +106 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,272 shares; 2025Q1: 2,944 shares; 2025Q2: 2,976 shares; 2025Q3: not reported; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares; 2026Q2: 2,852 shares; 2026Q3: 2,835 shares 2,835 $423K 0.04% -17 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,500 shares; 2026Q1: 27,256 shares; 2026Q2: 33,298 shares; 2026Q3: 34,709 shares 34,709 $422K 0.04% +1,411 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,898 shares; 2025Q2: 2,757 shares; 2025Q3: 2,638 shares; 2025Q4: 2,956 shares; 2026Q1: 2,163 shares; 2026Q2: 2,137 shares; 2026Q3: 1,894 shares 1,894 $419K 0.04% -243 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; 2024Q4: 36,270 shares; 2025Q1: 37,328 shares; 2025Q2: 37,674 shares; 2025Q3: not reported; 2025Q4: 8,400 shares; 2026Q1: 8,201 shares; 2026Q2: 8,159 shares; 2026Q3: 8,159 shares 8,159 $418K 0.04% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,831 shares 7,831 $417K 0.04% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,468 shares; 2025Q1: 8,893 shares; 2025Q2: 10,091 shares; 2025Q3: 22,373 shares; 2025Q4: 13,023 shares; 2026Q1: 12,905 shares; 2026Q2: 12,762 shares; 2026Q3: 12,586 shares 12,586 $416K 0.03% -176 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 1,223 shares; 2026Q2: 1,248 shares; 2026Q3: 1,476 shares 1,476 $416K 0.03% +228 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,167 shares; 2026Q1: 5,211 shares; 2026Q2: 5,618 shares; 2026Q3: 6,129 shares 6,129 $414K 0.03% +511 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,402 shares; 2025Q1: 3,766 shares; 2025Q2: 7,976 shares; 2025Q3: not reported; 2025Q4: 3,723 shares; 2026Q1: 3,566 shares; 2026Q2: 4,080 shares; 2026Q3: 4,096 shares 4,096 $410K 0.03% +16 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 25,445 shares; 2025Q2: 43,102 shares; 2025Q3: 41,532 shares; 2025Q4: 32,038 shares; 2026Q1: 32,574 shares; 2026Q2: 33,077 shares; 2026Q3: 29,901 shares 29,901 $410K 0.03% -3,176 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 868 shares; 2025Q3: 896 shares; 2025Q4: 1,244 shares; 2026Q1: 1,170 shares; 2026Q2: 1,149 shares; 2026Q3: 1,469 shares 1,469 $407K 0.03% +320 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 198,462 shares; 2025Q1: 177,266 shares; 2025Q2: 166,932 shares; 2025Q3: not reported; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 7,800 shares; 2026Q3: 7,800 shares 7,800 $404K 0.03% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,709 shares; 2025Q3: 6,409 shares; 2025Q4: 6,515 shares; 2026Q1: 5,846 shares; 2026Q2: 5,892 shares; 2026Q3: 5,775 shares 5,775 $403K 0.03% -117 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,272 shares; 2025Q2: 1,318 shares; 2025Q3: 1,316 shares; 2025Q4: 1,353 shares; 2026Q1: 1,250 shares; 2026Q2: 1,682 shares; 2026Q3: 1,999 shares 1,999 $403K 0.03% +317 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares; 2025Q4: 46,939 shares; 2026Q1: 46,939 shares; 2026Q2: 46,939 shares; 2026Q3: 46,939 shares 46,939 $402K 0.03% 0 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares; 2026Q3: 6,000 shares 6,000 $398K 0.03% +2,000 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,000 shares; 2026Q3: 8,000 shares 8,000 $397K 0.03% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,172 shares; 2025Q3: not reported; 2025Q4: 6,717 shares; 2026Q1: 6,374 shares; 2026Q2: 6,452 shares; 2026Q3: 8,095 shares 8,095 $396K 0.03% +1,643 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,172 shares; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 980 shares; 2026Q2: 970 shares; 2026Q3: 1,015 shares 1,015 $395K 0.03% +45 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 300 shares; 2026Q2: 306 shares; 2026Q3: 265 shares 265 $394K 0.03% -41 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,446 shares; 2025Q2: 1,683 shares; 2025Q3: not reported; 2025Q4: 1,340 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,813 shares 1,813 $390K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,738 shares; 2025Q3: 4,005 shares; 2025Q4: 3,503 shares; 2026Q1: 2,426 shares; 2026Q2: 2,634 shares; 2026Q3: 1,918 shares 1,918 $386K 0.03% -716 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 342 shares; 2026Q2: 347 shares; 2026Q3: 373 shares 373 $385K 0.03% +26 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,595 shares; 2025Q1: 2,373 shares; 2025Q2: 5,012 shares; 2025Q3: 4,903 shares; 2025Q4: 2,888 shares; 2026Q1: 2,896 shares; 2026Q2: 2,988 shares; 2026Q3: 3,101 shares 3,101 $385K 0.03% +113 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,366 shares; 2025Q1: 42,414 shares; 2025Q2: 34,688 shares; 2025Q3: not reported; 2025Q4: 12,276 shares; 2026Q1: 11,580 shares; 2026Q2: 10,136 shares; 2026Q3: 8,953 shares 8,953 $382K 0.03% -1,183 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,427 shares; 2025Q4: 3,472 shares; 2026Q1: 3,647 shares; 2026Q2: 3,658 shares; 2026Q3: 3,750 shares 3,750 $378K 0.03% +92 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,646 shares; 2025Q1: 14,869 shares; 2025Q2: 14,895 shares; 2025Q3: not reported; 2025Q4: 18,147 shares; 2026Q1: 17,050 shares; 2026Q2: 18,251 shares; 2026Q3: 18,503 shares 18,503 $378K 0.03% +252 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,898 shares; 2025Q3: 12,974 shares; 2025Q4: 13,108 shares; 2026Q1: 13,269 shares; 2026Q2: 13,585 shares; 2026Q3: 13,534 shares 13,534 $370K 0.03% -51 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,108 shares; 2025Q1: 64,610 shares; 2025Q2: 52,685 shares; 2025Q3: not reported; 2025Q4: 17,642 shares; 2026Q1: 16,531 shares; 2026Q2: 15,599 shares; 2026Q3: 13,758 shares 13,758 $370K 0.03% -1,841 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,393 shares; 2026Q1: 1,562 shares; 2026Q2: 1,195 shares; 2026Q3: 1,302 shares 1,302 $369K 0.03% +107 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares; 2026Q1: 1,978 shares; 2026Q2: 2,253 shares; 2026Q3: 2,388 shares 2,388 $367K 0.03% +135 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $363K 0.03% 0 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; 2024Q4: not reported; 2025Q1: 4,196 shares; 2025Q2: 4,231 shares; 2025Q3: 4,962 shares; 2025Q4: 5,621 shares; 2026Q1: 6,188 shares; 2026Q2: 5,870 shares; 2026Q3: 5,405 shares 5,405 $356K 0.03% -465 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 931 shares; 2026Q1: 937 shares; 2026Q2: 922 shares; 2026Q3: 912 shares 912 $353K 0.03% -10 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,707 shares; 2025Q2: 10,709 shares; 2025Q3: 10,711 shares; 2025Q4: 10,715 shares; 2026Q1: 10,755 shares; 2026Q2: 10,801 shares; 2026Q3: 10,803 shares 10,803 $353K 0.03% +2 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,564 shares; 2025Q4: 3,517 shares; 2026Q1: 3,517 shares; 2026Q2: 3,517 shares; 2026Q3: 3,589 shares 3,589 $349K 0.03% +72 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,125 shares; 2025Q1: 17,125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,537 shares; 2026Q3: 8,537 shares 8,537 $349K 0.03% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,013 shares; 2026Q2: 10,014 shares; 2026Q3: 10,015 shares 10,015 $346K 0.03% +1 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,068 shares; 2025Q1: 15,493 shares; 2025Q2: 9,404 shares; 2025Q3: not reported; 2025Q4: 7,606 shares; 2026Q1: 8,010 shares; 2026Q2: 7,212 shares; 2026Q3: 7,122 shares 7,122 $342K 0.03% -90 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,873 shares; 2026Q3: 19,984 shares 19,984 $339K 0.03% +7,111 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,639 shares; 2025Q4: 6,788 shares; 2026Q1: 6,794 shares; 2026Q2: 6,802 shares; 2026Q3: 6,810 shares 6,810 $338K 0.03% +8 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,421 shares; 2026Q1: 13,421 shares; 2026Q2: 8,313 shares; 2026Q3: 5,036 shares 5,036 $336K 0.03% -3,277 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 913 shares; 2026Q3: 843 shares 843 $335K 0.03% -70 Timeline SPUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: 1,429 shares; 2025Q4: 1,446 shares; 2026Q1: 1,450 shares; 2026Q2: 1,452 shares; 2026Q3: 1,454 shares 1,454 $335K 0.03% +2 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,248 shares; 2026Q1: 1,142 shares; 2026Q2: 1,231 shares; 2026Q3: 1,405 shares 1,405 $335K 0.03% +174 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; 2024Q4: 85,625 shares; 2025Q1: 79,986 shares; 2025Q2: 64,613 shares; 2025Q3: not reported; 2025Q4: 20,927 shares; 2026Q1: 19,551 shares; 2026Q2: 18,445 shares; 2026Q3: 16,401 shares 16,401 $335K 0.03% -2,044 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: 2,993 shares; 2025Q4: 3,093 shares; 2026Q1: not reported; 2026Q2: 2,492 shares; 2026Q3: 3,627 shares 3,627 $333K 0.03% +1,135 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,727 shares; 2025Q2: 7,545 shares; 2025Q3: 9,577 shares; 2025Q4: 9,647 shares; 2026Q1: 9,780 shares; 2026Q2: 9,813 shares; 2026Q3: 9,864 shares 9,864 $332K 0.03% +51 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 554 shares; 2026Q1: 612 shares; 2026Q2: 775 shares; 2026Q3: 558 shares 558 $330K 0.03% -217 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,180 shares; 2026Q3: 1,170 shares 1,170 $324K 0.03% -10 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,460 shares; 2025Q2: 3,028 shares; 2025Q3: 3,015 shares; 2025Q4: 3,240 shares; 2026Q1: 3,240 shares; 2026Q2: 3,192 shares; 2026Q3: 3,194 shares 3,194 $322K 0.03% +2 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,568 shares; 2025Q1: not reported; 2025Q2: 1,691 shares; 2025Q3: 1,645 shares; 2025Q4: 903 shares; 2026Q1: 1,076 shares; 2026Q2: 1,064 shares; 2026Q3: 1,144 shares 1,144 $321K 0.03% +80 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,791 shares; 2025Q4: 1,705 shares; 2026Q1: 1,625 shares; 2026Q2: 1,961 shares; 2026Q3: 1,952 shares 1,952 $319K 0.03% -9 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,634 shares; 2025Q2: 2,055 shares; 2025Q3: 1,816 shares; 2025Q4: 2,490 shares; 2026Q1: 2,300 shares; 2026Q2: 1,689 shares; 2026Q3: 1,362 shares 1,362 $319K 0.03% -327 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,380 shares; 2026Q3: 4,830 shares 4,830 $318K 0.03% -550 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,514 shares; 2026Q1: 1,425 shares; 2026Q2: 1,366 shares; 2026Q3: 1,182 shares 1,182 $317K 0.03% -184 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 2,088 shares; 2026Q1: 10,441 shares; 2026Q2: 10,448 shares; 2026Q3: 10,818 shares 10,818 $314K 0.03% +370 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,497 shares; 2026Q3: 2,001 shares 2,001 $311K 0.03% +504 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 733 shares 733 $310K 0.03% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 3,157 shares; 2025Q3: 3,183 shares; 2025Q4: 3,779 shares; 2026Q1: 3,782 shares; 2026Q2: 3,899 shares; 2026Q3: 4,000 shares 4,000 $307K 0.03% +101 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,868 shares; 2025Q3: not reported; 2025Q4: 6,451 shares; 2026Q1: 6,033 shares; 2026Q2: 6,103 shares; 2026Q3: 6,568 shares 6,568 $306K 0.03% +465 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,536 shares; 2025Q3: 4,078 shares; 2025Q4: 4,749 shares; 2026Q1: 4,764 shares; 2026Q2: 4,811 shares; 2026Q3: 4,780 shares 4,780 $305K 0.03% -31 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,037 shares; 2025Q1: 118,220 shares; 2025Q2: 125,890 shares; 2025Q3: not reported; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares; 2026Q3: 5,629 shares 5,629 $304K 0.03% -171 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 947 shares 947 $302K 0.03% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,517 shares 2,517 $302K 0.03% 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; 2024Q4: 13,084 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: not reported; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares; 2026Q3: 6,400 shares 6,400 $302K 0.03% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,901 shares; 2025Q1: 8,407 shares; 2025Q2: 8,442 shares; 2025Q3: not reported; 2025Q4: 4,434 shares; 2026Q1: 4,434 shares; 2026Q2: 4,442 shares; 2026Q3: 4,403 shares 4,403 $301K 0.03% -39 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 31,978 shares 31,978 $301K 0.03% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,211 shares; 2025Q1: 16,407 shares; 2025Q2: 10,534 shares; 2025Q3: not reported; 2025Q4: 10,478 shares; 2026Q1: 10,442 shares; 2026Q2: 10,442 shares; 2026Q3: 10,375 shares 10,375 $299K 0.03% -67 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares; 2026Q1: 412 shares; 2026Q2: 415 shares; 2026Q3: 425 shares 425 $295K 0.02% +10 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,443 shares; 2025Q1: 29,953 shares; 2025Q2: 4,014 shares; 2025Q3: not reported; 2025Q4: 4,172 shares; 2026Q1: 4,177 shares; 2026Q2: 5,550 shares; 2026Q3: 4,559 shares 4,559 $291K 0.02% -991 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: not reported; 2025Q4: 377 shares; 2026Q1: 380 shares; 2026Q2: 384 shares; 2026Q3: 373 shares 373 $291K 0.02% -11 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,787 shares 9,787 $288K 0.02% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,262 shares; 2026Q1: 1,280 shares; 2026Q2: 1,289 shares; 2026Q3: 1,258 shares 1,258 $287K 0.02% -31 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,392 shares; 2025Q1: 125,729 shares; 2025Q2: 125,456 shares; 2025Q3: not reported; 2025Q4: 4,915 shares; 2026Q1: 4,915 shares; 2026Q2: 4,915 shares; 2026Q3: 4,915 shares 4,915 $287K 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 740 shares; 2026Q2: 748 shares; 2026Q3: 752 shares 752 $284K 0.02% +4 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,139 shares; 2025Q3: 12,897 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,490 shares 9,490 $283K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,010 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,779 shares 2,779 $282K 0.02% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 537 shares; 2026Q2: 574 shares; 2026Q3: 615 shares 615 $282K 0.02% +41 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,868 shares; 2025Q3: not reported; 2025Q4: 7,859 shares; 2026Q1: 7,980 shares; 2026Q2: 6,734 shares; 2026Q3: 6,758 shares 6,758 $278K 0.02% +24 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 3,620 shares; 2025Q4: 4,075 shares; 2026Q1: 3,646 shares; 2026Q2: 2,583 shares; 2026Q3: 2,858 shares 2,858 $277K 0.02% +275 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,017 shares; 2026Q1: 2,521 shares; 2026Q2: 2,991 shares; 2026Q3: 1,844 shares 1,844 $277K 0.02% -1,147 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,878 shares; 2025Q1: 59,881 shares; 2025Q2: 57,656 shares; 2025Q3: not reported; 2025Q4: 5,008 shares; 2026Q1: 5,008 shares; 2026Q2: 4,990 shares; 2026Q3: 4,470 shares 4,470 $277K 0.02% -520 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,792 shares; 2025Q4: 1,752 shares; 2026Q1: 1,911 shares; 2026Q2: 1,865 shares; 2026Q3: 1,517 shares 1,517 $277K 0.02% -348 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 892 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 495 shares; 2026Q2: 522 shares; 2026Q3: 544 shares 544 $276K 0.02% +22 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,449 shares; 2025Q1: 7,134 shares; 2025Q2: 5,620 shares; 2025Q3: not reported; 2025Q4: 2,228 shares; 2026Q1: 2,131 shares; 2026Q2: 1,977 shares; 2026Q3: 4,538 shares 4,538 $275K 0.02% +2,561 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,521 shares; 2026Q2: 46,771 shares; 2026Q3: 46,771 shares 46,771 $275K 0.02% 0 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; 2024Q4: 3,486 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,892 shares; 2026Q1: 1,812 shares; 2026Q2: 1,855 shares; 2026Q3: 2,106 shares 2,106 $274K 0.02% +251 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 997 shares; 2025Q3: 985 shares; 2025Q4: 772 shares; 2026Q1: 776 shares; 2026Q2: 798 shares; 2026Q3: 837 shares 837 $274K 0.02% +39 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,061 shares; 2026Q1: 5,061 shares; 2026Q2: 5,097 shares; 2026Q3: 5,079 shares 5,079 $273K 0.02% -18 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,690 shares; 2025Q1: 78,681 shares; 2025Q2: 71,358 shares; 2025Q3: not reported; 2025Q4: 4,612 shares; 2026Q1: 4,612 shares; 2026Q2: 4,537 shares; 2026Q3: 4,464 shares 4,464 $271K 0.02% -73 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,898 shares; 2026Q1: 2,898 shares; 2026Q2: 3,618 shares; 2026Q3: 2,639 shares 2,639 $271K 0.02% -979 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,822 shares 3,822 $269K 0.02% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,150 shares 4,150 $269K 0.02% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,662 shares; 2026Q1: 1,662 shares; 2026Q2: 1,671 shares; 2026Q3: 1,671 shares 1,671 $268K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,949 shares; 2025Q3: 10,447 shares; 2025Q4: 7,918 shares; 2026Q1: 6,817 shares; 2026Q2: 6,540 shares; 2026Q3: 5,728 shares 5,728 $268K 0.02% -812 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 1,717 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,711 shares; 2026Q3: 2,059 shares 2,059 $267K 0.02% +348 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,303 shares; 2025Q3: 9,445 shares; 2025Q4: 8,027 shares; 2026Q1: 5,479 shares; 2026Q2: 5,483 shares; 2026Q3: 5,367 shares 5,367 $267K 0.02% -116 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,009 shares; 2026Q1: 7,012 shares; 2026Q2: 7,094 shares; 2026Q3: 6,959 shares 6,959 $266K 0.02% -135 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,827 shares; 2026Q2: 5,167 shares; 2026Q3: 5,570 shares 5,570 $266K 0.02% +403 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; 2024Q4: not reported; 2025Q1: 23,526 shares; 2025Q2: 27,294 shares; 2025Q3: 4,308 shares; 2025Q4: 17,192 shares; 2026Q1: 4,038 shares; 2026Q2: 3,111 shares; 2026Q3: 3,086 shares 3,086 $265K 0.02% -25 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares; 2026Q2: 1,498 shares; 2026Q3: 1,512 shares 1,512 $265K 0.02% +14 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,754 shares; 2026Q1: 1,754 shares; 2026Q2: 1,754 shares; 2026Q3: 1,754 shares 1,754 $264K 0.02% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,607 shares; 2026Q2: not reported; 2026Q3: 4,315 shares 4,315 $263K 0.02% new Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 28,355 shares 28,355 $262K 0.02% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares; 2026Q1: 695 shares; 2026Q2: 693 shares; 2026Q3: 644 shares 644 $261K 0.02% -49 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; 2024Q4: 1,878 shares; 2025Q1: 1,973 shares; 2025Q2: 2,430 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,090 shares; 2026Q2: 2,285 shares; 2026Q3: 2,283 shares 2,283 $259K 0.02% -2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,572 shares; 2026Q3: 10,220 shares 10,220 $255K 0.02% -352 Timeline EQPT EQUIPMENTSHARE COM INC More: the full row for EQUIPMENTSHARE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,900 shares; 2026Q2: 17,023 shares; 2026Q3: 17,069 shares 17,069 $252K 0.02% +46 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,613 shares; 2025Q2: 4,796 shares; 2025Q3: 4,498 shares; 2025Q4: 4,126 shares; 2026Q1: 3,927 shares; 2026Q2: 4,147 shares; 2026Q3: 4,565 shares 4,565 $251K 0.02% +418 Timeline FLQM 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; 2024Q4: not reported; 2025Q1: 65,563 shares; 2025Q2: 87,360 shares; 2025Q3: 118,703 shares; 2025Q4: 5,953 shares; 2026Q1: 4,092 shares; 2026Q2: 4,347 shares; 2026Q3: 4,225 shares 4,225 $249K 0.02% -122 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,248 shares; 2025Q1: 6,925 shares; 2025Q2: 5,978 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,472 shares 5,472 $249K 0.02% new Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,218 shares; 2026Q3: 10,594 shares 10,594 $248K 0.02% -1,624 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,268 shares 1,268 $247K 0.02% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,356 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,379 shares; 2026Q2: 2,560 shares; 2026Q3: 2,566 shares 2,566 $247K 0.02% +6 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 343 shares; 2025Q4: 2,197 shares; 2026Q1: not reported; 2026Q2: 2,521 shares; 2026Q3: 1,760 shares 1,760 $247K 0.02% -761 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 3,015 shares; 2026Q1: 3,797 shares; 2026Q2: 3,850 shares; 2026Q3: 2,195 shares 2,195 $246K 0.02% -1,655 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,102 shares; 2025Q1: 3,727 shares; 2025Q2: 2,766 shares; 2025Q3: not reported; 2025Q4: 2,279 shares; 2026Q1: 2,201 shares; 2026Q2: 2,155 shares; 2026Q3: 2,158 shares 2,158 $245K 0.02% +3 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,885 shares; 2026Q1: 1,940 shares; 2026Q2: 1,898 shares; 2026Q3: 1,577 shares 1,577 $245K 0.02% -321 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 742 shares 742 $242K 0.02% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,346 shares; 2026Q1: 8,270 shares; 2026Q2: 8,231 shares; 2026Q3: 5,117 shares 5,117 $240K 0.02% -3,114 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,528 shares; 2026Q3: 1,575 shares 1,575 $238K 0.02% +47 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,535 shares 1,535 $238K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 423 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 577 shares; 2026Q2: 343 shares; 2026Q3: 376 shares 376 $238K 0.02% +33 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 554 shares; 2026Q2: 555 shares; 2026Q3: 555 shares 555 $236K 0.02% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,819 shares; 2026Q1: 5,650 shares; 2026Q2: 5,473 shares; 2026Q3: 5,277 shares 5,277 $236K 0.02% -196 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,963 shares; 2026Q1: 7,254 shares; 2026Q2: 7,088 shares; 2026Q3: 7,204 shares 7,204 $235K 0.02% +116 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440 shares; 2026Q1: 445 shares; 2026Q2: 451 shares; 2026Q3: 451 shares 451 $234K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,457 shares; 2025Q3: 5,333 shares; 2025Q4: 7,293 shares; 2026Q1: 7,271 shares; 2026Q2: 7,251 shares; 2026Q3: 4,196 shares 4,196 $233K 0.02% -3,055 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 583 shares; 2025Q4: 868 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 761 shares 761 $233K 0.02% new Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,450 shares; 2026Q3: 6,450 shares 6,450 $233K 0.02% 0 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,490 shares; 2026Q2: 4,490 shares; 2026Q3: 4,490 shares 4,490 $233K 0.02% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 557 shares; 2026Q2: 608 shares; 2026Q3: 606 shares 606 $233K 0.02% -2 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,542 shares 1,542 $232K 0.02% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,252 shares 7,252 $228K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,570 shares; 2025Q1: 7,374 shares; 2025Q2: 17,723 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,594 shares; 2026Q2: 6,278 shares; 2026Q3: 6,313 shares 6,313 $227K 0.02% +35 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,468 shares 4,468 $226K 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,418 shares; 2026Q1: 2,417 shares; 2026Q2: not reported; 2026Q3: 2,380 shares 2,380 $225K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: 643 shares; 2025Q4: 832 shares; 2026Q1: 531 shares; 2026Q2: not reported; 2026Q3: 525 shares 525 $225K 0.02% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,079 shares 3,079 $224K 0.02% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,763 shares; 2026Q2: 5,237 shares; 2026Q3: 5,390 shares 5,390 $224K 0.02% +153 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 636 shares 636 $223K 0.02% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,904 shares; 2025Q1: 12,354 shares; 2025Q2: 9,975 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,934 shares 3,934 $223K 0.02% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,576 shares; 2025Q1: 4,508 shares; 2025Q2: 3,523 shares; 2025Q3: not reported; 2025Q4: 2,306 shares; 2026Q1: 2,313 shares; 2026Q2: 2,266 shares; 2026Q3: 2,276 shares 2,276 $223K 0.02% +10 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares; 2026Q3: 1,157 shares 1,157 $223K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,024 shares; 2026Q3: 4,009 shares 4,009 $222K 0.02% +985 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; 2024Q4: not reported; 2025Q1: 3,846 shares; 2025Q2: 7,524 shares; 2025Q3: 7,005 shares; 2025Q4: not reported; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares; 2026Q3: 1,239 shares 1,239 $221K 0.02% +152 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,169 shares; 2026Q2: 1,181 shares; 2026Q3: 1,220 shares 1,220 $220K 0.02% +39 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 818 shares; 2026Q2: not reported; 2026Q3: 923 shares 923 $219K 0.02% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares; 2026Q2: 2,515 shares; 2026Q3: 2,515 shares 2,515 $219K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,370 shares; 2026Q3: 2,429 shares 2,429 $219K 0.02% +59 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,136 shares; 2025Q1: 85,097 shares; 2025Q2: 84,958 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,052 shares; 2026Q2: 2,089 shares; 2026Q3: 2,017 shares 2,017 $218K 0.02% -72 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,614 shares 3,614 $217K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 807 shares; 2026Q1: 662 shares; 2026Q2: 628 shares; 2026Q3: 677 shares 677 $217K 0.02% +49 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,679 shares; 2026Q2: 4,679 shares; 2026Q3: 4,679 shares 4,679 $217K 0.02% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,117 shares 2,117 $217K 0.02% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,016 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 865 shares 865 $216K 0.02% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,663 shares; 2026Q2: 4,663 shares; 2026Q3: 4,663 shares 4,663 $216K 0.02% 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; 2024Q4: 11,479 shares; 2025Q1: 4,483 shares; 2025Q2: 3,755 shares; 2025Q3: not reported; 2025Q4: 2,359 shares; 2026Q1: 2,364 shares; 2026Q2: 2,407 shares; 2026Q3: 2,257 shares 2,257 $216K 0.02% -150 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,518 shares 3,518 $215K 0.02% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,671 shares; 2025Q2: 4,914 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,120 shares 2,120 $214K 0.02% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,692 shares 1,692 $214K 0.02% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,551 shares; 2026Q3: 1,015 shares 1,015 $214K 0.02% -536 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,095 shares; 2025Q1: not reported; 2025Q2: 9,107 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,520 shares 7,520 $214K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,760 shares; 2026Q2: 4,760 shares; 2026Q3: 4,760 shares 4,760 $212K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 976 shares 976 $212K 0.02% new Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,485 shares; 2026Q3: 5,486 shares 5,486 $212K 0.02% +1 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,078 shares; 2025Q1: 14,701 shares; 2025Q2: 14,701 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,017 shares; 2026Q3: 5,017 shares 5,017 $210K 0.02% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,059 shares 1,059 $209K 0.02% new Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,625 shares; 2026Q3: 5,593 shares 5,593 $208K 0.02% -32 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 707 shares; 2025Q3: 811 shares; 2025Q4: 640 shares; 2026Q1: not reported; 2026Q2: 493 shares; 2026Q3: 503 shares 503 $207K 0.02% +10 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,796 shares 5,796 $206K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,037 shares; 2026Q1: not reported; 2026Q2: 2,995 shares; 2026Q3: 2,612 shares 2,612 $206K 0.02% -383 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,900 shares; 2025Q4: 12,723 shares; 2026Q1: 12,723 shares; 2026Q2: 12,723 shares; 2026Q3: 10,998 shares 10,998 $205K 0.02% -1,725 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,699 shares; 2026Q1: 1,620 shares; 2026Q2: 1,638 shares; 2026Q3: 1,745 shares 1,745 $205K 0.02% +107 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,647 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,157 shares; 2026Q2: not reported; 2026Q3: 3,157 shares 3,157 $204K 0.02% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,115 shares; 2026Q2: 3,116 shares; 2026Q3: 3,118 shares 3,118 $202K 0.02% +2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 798 shares 798 $201K 0.02% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: 294 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 263 shares 263 $201K 0.02% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,232 shares; 2025Q1: 7,144 shares; 2025Q2: 6,147 shares; 2025Q3: not reported; 2025Q4: 2,660 shares; 2026Q1: 2,484 shares; 2026Q2: 2,473 shares; 2026Q3: 2,232 shares 2,232 $201K 0.02% -241 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,322 shares; 2026Q1: 11,267 shares; 2026Q2: 15,174 shares; 2026Q3: 16,007 shares 16,007 $192K 0.02% +833 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,103 shares; 2026Q3: 28,430 shares 28,430 $167K 0.01% +4,327 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,615 shares 23,615 $156K 0.01% new Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,146 shares; 2025Q1: 13,146 shares; 2025Q2: 16,646 shares; 2025Q3: 15,850 shares; 2025Q4: 16,850 shares; 2026Q1: 16,850 shares; 2026Q2: 16,850 shares; 2026Q3: 17,850 shares 17,850 $150K 0.01% +1,000 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,862 shares; 2025Q1: 24,189 shares; 2025Q2: 21,516 shares; 2025Q3: 25,253 shares; 2025Q4: 15,245 shares; 2026Q1: 16,518 shares; 2026Q2: 16,540 shares; 2026Q3: 16,077 shares 16,077 $126K 0.01% -463 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,336 shares; 2026Q1: 12,399 shares; 2026Q2: 12,399 shares; 2026Q3: 10,044 shares 10,044 $119K 0.01% -2,355 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,000 shares; 2026Q3: 11,000 shares 11,000 $117K 0.01% 0 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 29,960 shares; 2025Q2: 29,960 shares; 2025Q3: 29,960 shares; 2025Q4: 33,149 shares; 2026Q1: 33,167 shares; 2026Q2: 33,150 shares; 2026Q3: 33,239 shares 33,239 $97.1K 0.01% +89 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,789 shares 12,789 $88.1K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,734 shares; 2025Q4: 12,018 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,098 shares 12,098 $78K 0.01% new Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,144 shares 10,144 $72.2K 0.01% new Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,458 shares; 2025Q4: 27,308 shares; 2026Q1: 27,633 shares; 2026Q2: 27,633 shares; 2026Q3: 27,633 shares 27,633 $72.1K 0.01% 0 Timeline CAST FREECAST INC More: the full row for FREECAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 41,686 shares 41,686 $46.7K <0.01% new Timeline BLACKROCK CAP ALLOCATION TER BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,702 shares 29,702 $178 <0.01% new