VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797,534 shares; 2024Q4: 877,747 shares; 2025Q1: 891,119 shares; 2025Q2: 907,305 shares; 2025Q3: 964,897 shares; 2025Q4: 1,037,193 shares; 2026Q1: 1,069,631 shares; 2026Q2: 1,134,611 shares 1,134,611 $247M 2.48% +64,980 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394,568 shares; 2024Q4: 416,823 shares; 2025Q1: 393,036 shares; 2025Q2: 386,221 shares; 2025Q3: 401,576 shares; 2025Q4: 409,394 shares; 2026Q1: 426,934 shares; 2026Q2: 2,655,293 shares 2,655,293 $229M 2.3% +2,228,359 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,251 shares; 2024Q4: 366,068 shares; 2025Q1: 354,445 shares; 2025Q2: 353,733 shares; 2025Q3: 355,918 shares; 2025Q4: 366,316 shares; 2026Q1: 286,066 shares; 2026Q2: 281,491 shares 281,491 $210M 2.11% -4,575 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; 2024Q3: 377,922 shares; 2024Q4: 360,510 shares; 2025Q1: 341,808 shares; 2025Q2: 446,283 shares; 2025Q3: 449,413 shares; 2025Q4: 495,804 shares; 2026Q1: 265,197 shares; 2026Q2: 284,676 shares 284,676 $210M 2.11% +19,479 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928,490 shares; 2024Q4: 894,233 shares; 2025Q1: 917,836 shares; 2025Q2: 928,821 shares; 2025Q3: 923,681 shares; 2025Q4: 933,131 shares; 2026Q1: 902,023 shares; 2026Q2: 981,311 shares 981,311 $196M 1.97% +79,288 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583,413 shares; 2024Q4: 568,037 shares; 2025Q1: 581,748 shares; 2025Q2: 574,673 shares; 2025Q3: 580,647 shares; 2025Q4: 564,466 shares; 2026Q1: 555,226 shares; 2026Q2: 609,042 shares 609,042 $176M 1.77% +53,816 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,858 shares; 2024Q4: 191,699 shares; 2025Q1: 183,632 shares; 2025Q2: 170,185 shares; 2025Q3: 169,462 shares; 2025Q4: 176,687 shares; 2026Q1: 192,538 shares; 2026Q2: 233,815 shares 233,815 $175M 1.76% +41,277 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458,437 shares; 2024Q4: 451,963 shares; 2025Q1: 445,783 shares; 2025Q2: 470,405 shares; 2025Q3: 484,953 shares; 2025Q4: 512,305 shares; 2026Q1: 498,809 shares; 2026Q2: 576,596 shares 576,596 $137M 1.38% +77,787 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,553,732 shares; 2024Q4: 2,819,832 shares; 2025Q1: 2,823,845 shares; 2025Q2: 3,023,201 shares; 2025Q3: 3,235,350 shares; 2025Q4: 3,156,445 shares; 2026Q1: 2,770,180 shares; 2026Q2: 2,899,261 shares 2,899,261 $131M 1.32% +129,081 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,885 shares; 2024Q4: 91,811 shares; 2025Q1: 100,761 shares; 2025Q2: 118,900 shares; 2025Q3: 123,759 shares; 2025Q4: 133,805 shares; 2026Q1: 141,400 shares; 2026Q2: 168,391 shares 168,391 $116M 1.16% +26,991 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,393 shares; 2024Q4: 146,514 shares; 2025Q1: 158,095 shares; 2025Q2: 146,762 shares; 2025Q3: 140,296 shares; 2025Q4: 118,924 shares; 2026Q1: 2,113,628 shares; 2026Q2: 2,247,099 shares 2,247,099 $114M 1.15% +133,471 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,709 shares; 2024Q4: 207,143 shares; 2025Q1: 207,623 shares; 2025Q2: 206,666 shares; 2025Q3: 212,574 shares; 2025Q4: 221,362 shares; 2026Q1: 227,658 shares; 2026Q2: 262,567 shares 262,567 $97.9M 0.98% +34,909 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421,386 shares; 2024Q4: 736,078 shares; 2025Q1: 712,489 shares; 2025Q2: 697,093 shares; 2025Q3: 746,095 shares; 2025Q4: 969,348 shares; 2026Q1: 940,878 shares; 2026Q2: 979,730 shares 979,730 $97M 0.97% +38,852 Timeline BAMV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,447,993 shares; 2024Q4: 2,558,828 shares; 2025Q1: 2,757,018 shares; 2025Q2: 3,061,871 shares; 2025Q3: 2,892,715 shares; 2025Q4: 2,801,127 shares; 2026Q1: 2,711,519 shares; 2026Q2: 2,664,258 shares 2,664,258 $93.7M 0.94% -47,261 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,237 shares; 2024Q4: 36,454 shares; 2025Q1: 30,452 shares; 2025Q2: 821,573 shares; 2025Q3: 853,587 shares; 2025Q4: 914,163 shares; 2026Q1: 1,035,256 shares; 2026Q2: 950,200 shares 950,200 $91.8M 0.92% -85,056 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,146 shares; 2024Q4: 69,167 shares; 2025Q1: 91,793 shares; 2025Q2: 1,010,657 shares; 2025Q3: 1,053,619 shares; 2025Q4: 1,167,273 shares; 2026Q1: 1,120,958 shares; 2026Q2: 1,092,956 shares 1,092,956 $90.5M 0.91% -28,002 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,310 shares; 2024Q4: 333,688 shares; 2025Q1: 317,991 shares; 2025Q2: 281,913 shares; 2025Q3: 282,880 shares; 2025Q4: 248,721 shares; 2026Q1: 236,530 shares; 2026Q2: 252,846 shares 252,846 $90.4M 0.91% +16,316 Timeline BAMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,436,801 shares; 2024Q4: 2,636,398 shares; 2025Q1: 2,742,567 shares; 2025Q2: 2,908,469 shares; 2025Q3: 3,076,101 shares; 2025Q4: 2,889,707 shares; 2026Q1: 2,806,321 shares; 2026Q2: 2,708,521 shares 2,708,521 $88.2M 0.89% -97,800 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394,537 shares; 2024Q4: 336,609 shares; 2025Q1: 309,075 shares; 2025Q2: 305,764 shares; 2025Q3: 319,407 shares; 2025Q4: 329,974 shares; 2026Q1: 339,829 shares; 2026Q2: 362,292 shares 362,292 $85.7M 0.86% +22,463 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,463,920 shares; 2024Q4: 740,873 shares; 2025Q1: 771,567 shares; 2025Q2: 837,127 shares; 2025Q3: 928,446 shares; 2025Q4: 1,024,040 shares; 2026Q1: 1,049,185 shares; 2026Q2: 1,133,889 shares 1,133,889 $80.8M 0.81% +84,704 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,200 shares; 2024Q4: 443,492 shares; 2025Q1: 450,714 shares; 2025Q2: 248,025 shares; 2025Q3: 268,074 shares; 2025Q4: 266,742 shares; 2026Q1: 254,627 shares; 2026Q2: 266,352 shares 266,352 $80M 0.8% +11,725 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010,415 shares; 2024Q4: 981,832 shares; 2025Q1: 982,584 shares; 2025Q2: 927,795 shares; 2025Q3: 901,586 shares; 2025Q4: 854,348 shares; 2026Q1: 893,614 shares; 2026Q2: 818,996 shares 818,996 $79M 0.79% -74,618 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,029 shares; 2024Q4: 37,329 shares; 2025Q1: 36,296 shares; 2025Q2: 41,767 shares; 2025Q3: 46,325 shares; 2025Q4: 41,804 shares; 2026Q1: 40,209 shares; 2026Q2: 65,395 shares 65,395 $78.4M 0.79% +25,186 Timeline BAMU NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389,774 shares; 2024Q4: 2,487,297 shares; 2025Q1: 2,620,198 shares; 2025Q2: 2,677,186 shares; 2025Q3: 2,758,875 shares; 2025Q4: 2,716,336 shares; 2026Q1: 2,647,970 shares; 2026Q2: 2,544,231 shares 2,544,231 $64.2M 0.64% -103,739 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,358 shares; 2024Q4: 51,881 shares; 2025Q1: 54,518 shares; 2025Q2: 61,489 shares; 2025Q3: 66,320 shares; 2025Q4: 80,197 shares; 2026Q1: 80,387 shares; 2026Q2: 108,312 shares 108,312 $61M 0.61% +27,925 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,283 shares; 2024Q4: 358,293 shares; 2025Q1: 517,565 shares; 2025Q2: 451,645 shares; 2025Q3: 448,143 shares; 2025Q4: 392,883 shares; 2026Q1: 725,320 shares; 2026Q2: 662,930 shares 662,930 $60.8M 0.61% -62,390 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,241 shares; 2024Q4: 474,334 shares; 2025Q1: 1,142,979 shares; 2025Q2: 697,549 shares; 2025Q3: 686,679 shares; 2025Q4: 611,138 shares; 2026Q1: 764,905 shares; 2026Q2: 1,889,445 shares 1,889,445 $59.9M 0.6% +1,124,540 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,023 shares; 2024Q4: 44,120 shares; 2025Q1: 1,444,403 shares; 2025Q2: 1,491,194 shares; 2025Q3: 82,291 shares; 2025Q4: 90,795 shares; 2026Q1: 1,519,749 shares; 2026Q2: 1,312,460 shares 1,312,460 $59.5M 0.6% -207,289 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,681 shares; 2024Q4: 240,485 shares; 2025Q1: 223,219 shares; 2025Q2: 275,872 shares; 2025Q3: 263,393 shares; 2025Q4: 269,874 shares; 2026Q1: 263,841 shares; 2026Q2: 270,487 shares 270,487 $57.6M 0.58% +6,646 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,313 shares; 2024Q4: 50,058 shares; 2025Q1: 1,686,095 shares; 2025Q2: 1,732,839 shares; 2025Q3: 44,983 shares; 2025Q4: 40,327 shares; 2026Q1: 1,708,127 shares; 2026Q2: 1,463,509 shares 1,463,509 $56.6M 0.57% -244,618 2026-09-30, 13G/A Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,890 shares; 2024Q4: 78,426 shares; 2025Q1: 24,563 shares; 2025Q2: 1,554,378 shares; 2025Q3: 1,555,883 shares; 2025Q4: 24,992 shares; 2026Q1: 24,366 shares; 2026Q2: 1,323,889 shares 1,323,889 $55.9M 0.56% +1,299,523 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,933 shares; 2024Q4: 30,765 shares; 2025Q1: 27,727 shares; 2025Q2: 32,036 shares; 2025Q3: 30,703 shares; 2025Q4: 29,541 shares; 2026Q1: 27,403 shares; 2026Q2: 1,468,661 shares 1,468,661 $55.8M 0.56% +1,441,258 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583,767 shares; 2024Q4: 37,323 shares; 2025Q1: 35,102 shares; 2025Q2: 33,952 shares; 2025Q3: 1,651,928 shares; 2025Q4: 25,319 shares; 2026Q1: 23,980 shares; 2026Q2: 1,441,222 shares 1,441,222 $55.5M 0.56% +1,417,242 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987,365 shares; 2024Q4: 965,202 shares; 2025Q1: 958,599 shares; 2025Q2: 974,449 shares; 2025Q3: 1,001,612 shares; 2025Q4: 1,002,671 shares; 2026Q1: 1,065,200 shares; 2026Q2: 1,096,345 shares 1,096,345 $55.5M 0.56% +31,145 Timeline BAMB NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,033,085 shares; 2024Q4: 2,137,649 shares; 2025Q1: 2,246,415 shares; 2025Q2: 2,251,367 shares; 2025Q3: 2,291,437 shares; 2025Q4: 2,276,118 shares; 2026Q1: 2,229,739 shares; 2026Q2: 2,124,376 shares 2,124,376 $55.2M 0.55% -105,363 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,492 shares; 2024Q4: 13,797 shares; 2025Q1: 484,754 shares; 2025Q2: 512,656 shares; 2025Q3: 27,970 shares; 2025Q4: 29,844 shares; 2026Q1: 632,517 shares; 2026Q2: 883,904 shares 883,904 $52M 0.52% +251,387 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025,647 shares; 2024Q4: 1,029,385 shares; 2025Q1: 976,192 shares; 2025Q2: 989,142 shares; 2025Q3: 1,068,366 shares; 2025Q4: 1,168,790 shares; 2026Q1: 1,191,376 shares; 2026Q2: 1,194,657 shares 1,194,657 $51.2M 0.51% +3,281 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,411 shares; 2024Q4: 16,872 shares; 2025Q1: 561,526 shares; 2025Q2: 597,194 shares; 2025Q3: 611,231 shares; 2025Q4: 64,464 shares; 2026Q1: 689,839 shares; 2026Q2: 971,141 shares 971,141 $51.1M 0.51% +281,302 2026-09-30, 13G/A Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,692 shares; 2024Q4: 121,443 shares; 2025Q1: 139,469 shares; 2025Q2: 167,784 shares; 2025Q3: 171,961 shares; 2025Q4: 167,937 shares; 2026Q1: 142,192 shares; 2026Q2: 138,521 shares 138,521 $51M 0.51% -3,671 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909,890 shares; 2024Q4: 715,568 shares; 2025Q1: 691,446 shares; 2025Q2: 679,645 shares; 2025Q3: 628,701 shares; 2025Q4: 605,575 shares; 2026Q1: 581,156 shares; 2026Q2: 577,102 shares 577,102 $50.7M 0.51% -4,054 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,248 shares; 2024Q4: 7,834 shares; 2025Q1: 32,885 shares; 2025Q2: 525,039 shares; 2025Q3: 32,069 shares; 2025Q4: 28,142 shares; 2026Q1: 30,138 shares; 2026Q2: 846,066 shares 846,066 $48.8M 0.49% +815,928 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,183 shares; 2024Q4: 9,890 shares; 2025Q1: 8,876 shares; 2025Q2: 14,407 shares; 2025Q3: 14,051 shares; 2025Q4: 13,844 shares; 2026Q1: 13,747 shares; 2026Q2: 1,018,268 shares 1,018,268 $48.2M 0.48% +1,004,521 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409,159 shares; 2024Q4: 15,979 shares; 2025Q1: 15,910 shares; 2025Q2: 16,952 shares; 2025Q3: 581,996 shares; 2025Q4: 18,045 shares; 2026Q1: 17,190 shares; 2026Q2: 985,884 shares 985,884 $48M 0.48% +968,694 2026-09-30, 13G/A Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,897 shares; 2024Q4: 159,043 shares; 2025Q1: 197,546 shares; 2025Q2: 205,080 shares; 2025Q3: 110,694 shares; 2025Q4: 100,659 shares; 2026Q1: 96,180 shares; 2026Q2: 82,337 shares 82,337 $47.8M 0.48% -13,843 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754,765 shares; 2024Q4: 758,913 shares; 2025Q1: 794,178 shares; 2025Q2: 828,514 shares; 2025Q3: 823,606 shares; 2025Q4: 859,926 shares; 2026Q1: 902,434 shares; 2026Q2: 840,573 shares 840,573 $47.5M 0.48% -61,861 Timeline BAMA NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,189,406 shares; 2024Q4: 1,222,100 shares; 2025Q1: 1,237,141 shares; 2025Q2: 1,267,688 shares; 2025Q3: 1,293,158 shares; 2025Q4: 1,251,678 shares; 2026Q1: 1,349,438 shares; 2026Q2: 1,282,673 shares 1,282,673 $47M 0.47% -66,765 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,811 shares; 2024Q4: 72,345 shares; 2025Q1: 73,544 shares; 2025Q2: 75,428 shares; 2025Q3: 71,225 shares; 2025Q4: 72,036 shares; 2026Q1: 77,482 shares; 2026Q2: 184,287 shares 184,287 $46.8M 0.47% +106,805 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,300 shares; 2024Q4: 85,357 shares; 2025Q1: 98,194 shares; 2025Q2: 104,044 shares; 2025Q3: 102,383 shares; 2025Q4: 107,609 shares; 2026Q1: 103,901 shares; 2026Q2: 142,934 shares 142,934 $46.8M 0.47% +39,033 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,960 shares; 2024Q4: 11,921 shares; 2025Q1: 31,537 shares; 2025Q2: 27,879 shares; 2025Q3: 29,643 shares; 2025Q4: 34,260 shares; 2026Q1: 38,621 shares; 2026Q2: 39,509 shares 39,509 $45.6M 0.46% +888 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,834 shares; 2024Q4: 124,727 shares; 2025Q1: 134,224 shares; 2025Q2: 132,291 shares; 2025Q3: 126,887 shares; 2025Q4: 117,765 shares; 2026Q1: 109,528 shares; 2026Q2: 107,833 shares 107,833 $45.4M 0.46% -1,695 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,442 shares; 2024Q4: 174,139 shares; 2025Q1: 175,040 shares; 2025Q2: 179,345 shares; 2025Q3: 206,262 shares; 2025Q4: 223,718 shares; 2026Q1: 241,479 shares; 2026Q2: 267,702 shares 267,702 $43.8M 0.44% +26,223 Timeline BAMO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135,857 shares; 2024Q4: 1,173,880 shares; 2025Q1: 1,190,120 shares; 2025Q2: 1,219,892 shares; 2025Q3: 1,250,087 shares; 2025Q4: 1,206,257 shares; 2026Q1: 1,318,635 shares; 2026Q2: 1,267,814 shares 1,267,814 $43.8M 0.44% -50,821 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,915,269 shares; 2024Q4: 1,436,678 shares; 2025Q1: 950,881 shares; 2025Q2: 964,532 shares; 2025Q3: 975,410 shares; 2025Q4: 986,411 shares; 2026Q1: 998,424 shares; 2026Q2: 1,010,180 shares 1,010,180 $42.4M 0.43% +11,756 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,527 shares; 2024Q4: 45,378 shares; 2025Q1: 99,428 shares; 2025Q2: 77,117 shares; 2025Q3: 86,006 shares; 2025Q4: 86,420 shares; 2026Q1: 87,051 shares; 2026Q2: 57,769 shares 57,769 $41.8M 0.42% -29,282 Timeline BAMY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218,932 shares; 2024Q4: 1,286,897 shares; 2025Q1: 1,341,657 shares; 2025Q2: 1,383,840 shares; 2025Q3: 1,431,315 shares; 2025Q4: 1,393,299 shares; 2026Q1: 1,552,935 shares; 2026Q2: 1,513,552 shares 1,513,552 $41.6M 0.42% -39,383 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,762 shares; 2024Q4: 68,971 shares; 2025Q1: 71,676 shares; 2025Q2: 63,605 shares; 2025Q3: 75,582 shares; 2025Q4: 70,276 shares; 2026Q1: 71,254 shares; 2026Q2: 54,103 shares 54,103 $41.3M 0.41% -17,151 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,796 shares; 2024Q4: 89,593 shares; 2025Q1: 91,660 shares; 2025Q2: 97,908 shares; 2025Q3: 107,961 shares; 2025Q4: 116,671 shares; 2026Q1: 122,115 shares; 2026Q2: 134,707 shares 134,707 $40.8M 0.41% +12,592 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,925 shares; 2024Q4: 31,276 shares; 2025Q1: 55,711 shares; 2025Q2: 61,428 shares; 2025Q3: 61,422 shares; 2025Q4: 61,031 shares; 2026Q1: 60,620 shares; 2026Q2: 38,296 shares 38,296 $40.8M 0.41% -22,324 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632,770 shares; 2024Q4: 694,526 shares; 2025Q1: 690,361 shares; 2025Q2: 697,313 shares; 2025Q3: 719,287 shares; 2025Q4: 806,708 shares; 2026Q1: 836,222 shares; 2026Q2: 894,979 shares 894,979 $40.7M 0.41% +58,757 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,106 shares; 2024Q4: 37,878 shares; 2025Q1: 43,830 shares; 2025Q2: 49,659 shares; 2025Q3: 51,145 shares; 2025Q4: 63,013 shares; 2026Q1: 66,543 shares; 2026Q2: 113,437 shares 113,437 $38.9M 0.39% +46,894 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,373 shares; 2024Q4: 394,061 shares; 2025Q1: 340,079 shares; 2025Q2: 356,478 shares; 2025Q3: 295,286 shares; 2025Q4: 332,517 shares; 2026Q1: 322,124 shares; 2026Q2: 384,426 shares 384,426 $38.7M 0.39% +62,302 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,803 shares; 2024Q4: 39,007 shares; 2025Q1: 49,919 shares; 2025Q2: 51,172 shares; 2025Q3: 55,322 shares; 2025Q4: 59,082 shares; 2026Q1: 58,472 shares; 2026Q2: 102,182 shares 102,182 $38.6M 0.39% +43,710 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627,650 shares; 2024Q4: 605,607 shares; 2025Q1: 618,922 shares; 2025Q2: 575,598 shares; 2025Q3: 558,604 shares; 2025Q4: 537,524 shares; 2026Q1: 560,186 shares; 2026Q2: 512,689 shares 512,689 $38.4M 0.39% -47,497 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738,028 shares; 2024Q4: 581,972 shares; 2025Q1: 588,526 shares; 2025Q2: 541,681 shares; 2025Q3: 500,993 shares; 2025Q4: 528,556 shares; 2026Q1: 564,166 shares; 2026Q2: 826,609 shares 826,609 $38.1M 0.38% +262,443 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,220 shares; 2025Q3: 11,157 shares; 2025Q4: 1,701,726 shares; 2026Q1: 1,720,033 shares; 2026Q2: 1,669,909 shares 1,669,909 $37.4M 0.38% -50,124 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,013,420 shares; 2024Q4: 388,528 shares; 2025Q1: 375,242 shares; 2025Q2: 203,841 shares; 2025Q3: 939,195 shares; 2025Q4: 199,634 shares; 2026Q1: 196,692 shares; 2026Q2: 859,291 shares 859,291 $37.1M 0.37% +662,599 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,728,453 shares; 2026Q1: 1,748,132 shares; 2026Q2: 1,700,849 shares 1,700,849 $36.8M 0.37% -47,283 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,446 shares; 2024Q4: 203,305 shares; 2025Q1: 210,340 shares; 2025Q2: 214,890 shares; 2025Q3: 224,389 shares; 2025Q4: 237,167 shares; 2026Q1: 312,365 shares; 2026Q2: 263,593 shares 263,593 $36.3M 0.36% -48,772 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,862 shares; 2024Q4: 46,413 shares; 2025Q1: 53,961 shares; 2025Q2: 50,102 shares; 2025Q3: 75,006 shares; 2025Q4: 97,799 shares; 2026Q1: 119,459 shares; 2026Q2: 117,219 shares 117,219 $35.5M 0.36% -2,240 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,790 shares; 2024Q4: 19,252 shares; 2025Q1: 49,752 shares; 2025Q2: 55,269 shares; 2025Q3: 71,311 shares; 2025Q4: 74,409 shares; 2026Q1: 76,338 shares; 2026Q2: 97,295 shares 97,295 $35.2M 0.35% +20,957 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,134 shares; 2024Q4: 143,243 shares; 2025Q1: 1,010,380 shares; 2025Q2: 989,111 shares; 2025Q3: 964,742 shares; 2025Q4: 155,588 shares; 2026Q1: 902,110 shares; 2026Q2: 807,115 shares 807,115 $34.8M 0.35% -94,995 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623,561 shares; 2024Q4: 597,247 shares; 2025Q1: 609,619 shares; 2025Q2: 640,059 shares; 2025Q3: 771,556 shares; 2025Q4: 916,528 shares; 2026Q1: 915,556 shares; 2026Q2: 1,005,902 shares 1,005,902 $34.5M 0.35% +90,346 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,968 shares; 2024Q4: 176,107 shares; 2025Q1: 168,276 shares; 2025Q2: 163,667 shares; 2025Q3: 159,170 shares; 2025Q4: 156,663 shares; 2026Q1: 151,634 shares; 2026Q2: 832,368 shares 832,368 $34.4M 0.35% +680,734 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,041 shares; 2024Q4: 248,332 shares; 2025Q1: 249,194 shares; 2025Q2: 264,912 shares; 2025Q3: 270,435 shares; 2025Q4: 296,626 shares; 2026Q1: 324,945 shares; 2026Q2: 300,866 shares 300,866 $34.1M 0.34% -24,079 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,676 shares; 2024Q4: 138,955 shares; 2025Q1: 183,924 shares; 2025Q2: 846,204 shares; 2025Q3: 147,132 shares; 2025Q4: 138,754 shares; 2026Q1: 143,551 shares; 2026Q2: 706,660 shares 706,660 $33.8M 0.34% +563,109 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,159,685 shares; 2024Q4: 1,258,641 shares; 2025Q1: 1,116,749 shares; 2025Q2: 934,486 shares; 2025Q3: 910,409 shares; 2025Q4: 997,857 shares; 2026Q1: 882,232 shares; 2026Q2: 919,740 shares 919,740 $33.6M 0.34% +37,508 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,655 shares; 2024Q4: 75,154 shares; 2025Q1: 81,927 shares; 2025Q2: 94,439 shares; 2025Q3: 97,518 shares; 2025Q4: 100,907 shares; 2026Q1: 104,883 shares; 2026Q2: 115,100 shares 115,100 $33.5M 0.34% +10,217 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720,709 shares; 2024Q4: 707,786 shares; 2025Q1: 782,703 shares; 2025Q2: 822,531 shares; 2025Q3: 809,658 shares; 2025Q4: 827,203 shares; 2026Q1: 876,139 shares; 2026Q2: 815,836 shares 815,836 $33.3M 0.33% -60,303 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,785 shares; 2024Q4: 69,653 shares; 2025Q1: 826,246 shares; 2025Q2: 782,663 shares; 2025Q3: 123,963 shares; 2025Q4: 121,833 shares; 2026Q1: 758,887 shares; 2026Q2: 672,229 shares 672,229 $33.3M 0.33% -86,658 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,463 shares; 2024Q4: 70,302 shares; 2025Q1: 68,813 shares; 2025Q2: 71,126 shares; 2025Q3: 81,775 shares; 2025Q4: 85,546 shares; 2026Q1: 154,065 shares; 2026Q2: 95,800 shares 95,800 $32.7M 0.33% -58,265 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,375 shares; 2024Q4: 312,235 shares; 2025Q1: 291,456 shares; 2025Q2: 304,427 shares; 2025Q3: 291,083 shares; 2025Q4: 301,814 shares; 2026Q1: 302,464 shares; 2026Q2: 305,073 shares 305,073 $32.2M 0.32% +2,609 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,631 shares; 2024Q4: 313,588 shares; 2025Q1: 351,255 shares; 2025Q2: 371,638 shares; 2025Q3: 455,356 shares; 2025Q4: 506,744 shares; 2026Q1: 561,677 shares; 2026Q2: 633,143 shares 633,143 $32M 0.32% +71,466 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,030 shares; 2024Q4: 291,204 shares; 2025Q1: 313,048 shares; 2025Q2: 362,732 shares; 2025Q3: 419,593 shares; 2025Q4: 490,324 shares; 2026Q1: 496,122 shares; 2026Q2: 534,422 shares 534,422 $31.9M 0.32% +38,300 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,594 shares; 2024Q4: 401,514 shares; 2025Q1: 290,653 shares; 2025Q2: 289,984 shares; 2025Q3: 298,881 shares; 2025Q4: 308,428 shares; 2026Q1: 315,815 shares; 2026Q2: 336,263 shares 336,263 $31.8M 0.32% +20,448 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 979,003 shares; 2024Q4: 736,731 shares; 2025Q1: 510,329 shares; 2025Q2: 524,445 shares; 2025Q3: 532,301 shares; 2025Q4: 523,056 shares; 2026Q1: 528,993 shares; 2026Q2: 543,365 shares 543,365 $31.6M 0.32% +14,372 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,791,882 shares; 2024Q4: 1,573,958 shares; 2025Q1: 1,051,498 shares; 2025Q2: 1,068,085 shares; 2025Q3: 1,069,781 shares; 2025Q4: 1,077,889 shares; 2026Q1: 1,098,447 shares; 2026Q2: 1,087,822 shares 1,087,822 $31.3M 0.31% -10,625 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044,386 shares; 2024Q4: 1,702,691 shares; 2025Q1: 1,647,997 shares; 2025Q2: 1,667,268 shares; 2025Q3: 1,702,972 shares; 2025Q4: 559,725 shares; 2026Q1: 619,099 shares; 2026Q2: 613,088 shares 613,088 $31M 0.31% -6,011 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,941 shares; 2024Q4: 69,237 shares; 2025Q1: 85,690 shares; 2025Q2: 98,596 shares; 2025Q3: 107,094 shares; 2025Q4: 143,272 shares; 2026Q1: 139,963 shares; 2026Q2: 135,394 shares 135,394 $30.7M 0.31% -4,569 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,369,553 shares; 2026Q1: 1,354,916 shares; 2026Q2: 1,373,314 shares 1,373,314 $30.4M 0.31% +18,398 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,869,646 shares; 2026Q1: 1,903,876 shares; 2026Q2: 1,800,440 shares 1,800,440 $30M 0.3% -103,436 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,466 shares; 2024Q4: 4,923 shares; 2025Q1: 5,044 shares; 2025Q2: 5,830 shares; 2025Q3: 7,943 shares; 2025Q4: 8,133 shares; 2026Q1: 9,081 shares; 2026Q2: 25,374 shares 25,374 $29.8M 0.3% +16,293 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,909 shares; 2024Q4: 445,290 shares; 2025Q1: 412,775 shares; 2025Q2: 449,356 shares; 2025Q3: 414,256 shares; 2025Q4: 415,387 shares; 2026Q1: 417,916 shares; 2026Q2: 417,609 shares 417,609 $28.6M 0.29% -307 Timeline MSTQ ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,387 shares; 2024Q4: 460,027 shares; 2025Q1: 488,075 shares; 2025Q2: 500,742 shares; 2025Q3: 511,418 shares; 2025Q4: 591,742 shares; 2026Q1: 690,322 shares; 2026Q2: 714,860 shares 714,860 $28.5M 0.29% +24,538 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,915 shares; 2024Q4: 41,938 shares; 2025Q1: 41,347 shares; 2025Q2: 43,035 shares; 2025Q3: 48,327 shares; 2025Q4: 54,687 shares; 2026Q1: 92,410 shares; 2026Q2: 76,368 shares 76,368 $28.3M 0.28% -16,042 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,598,076 shares; 2024Q4: 1,576,598 shares; 2025Q1: 1,541,556 shares; 2025Q2: 1,463,128 shares; 2025Q3: 1,475,983 shares; 2025Q4: 1,509,875 shares; 2026Q1: 1,531,734 shares; 2026Q2: 1,446,072 shares 1,446,072 $28.2M 0.28% -85,662 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,498 shares; 2024Q4: 236,115 shares; 2025Q1: 308,791 shares; 2025Q2: 301,073 shares; 2025Q3: 294,459 shares; 2025Q4: 264,538 shares; 2026Q1: 250,395 shares; 2026Q2: 830,359 shares 830,359 $28.1M 0.28% +579,964 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585,905 shares; 2024Q4: 1,567,110 shares; 2025Q1: 1,531,447 shares; 2025Q2: 1,452,466 shares; 2025Q3: 1,464,506 shares; 2025Q4: 1,487,744 shares; 2026Q1: 1,512,678 shares; 2026Q2: 1,430,128 shares 1,430,128 $28.1M 0.28% -82,550 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500,306 shares; 2024Q4: 1,481,609 shares; 2025Q1: 1,445,120 shares; 2025Q2: 1,371,721 shares; 2025Q3: 1,387,954 shares; 2025Q4: 1,399,728 shares; 2026Q1: 1,424,368 shares; 2026Q2: 1,352,439 shares 1,352,439 $27.5M 0.28% -71,929 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127,995 shares; 2025Q2: 171,220 shares; 2025Q3: 130,564 shares; 2025Q4: 170,724 shares; 2026Q1: 171,677 shares; 2026Q2: 159,626 shares 159,626 $27.1M 0.27% -12,051 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015,140 shares; 2024Q4: 896,260 shares; 2025Q1: 876,551 shares; 2025Q2: 328,477 shares; 2025Q3: 306,215 shares; 2025Q4: 279,045 shares; 2026Q1: 270,078 shares; 2026Q2: 260,797 shares 260,797 $27.1M 0.27% -9,281 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,089 shares; 2025Q4: 2,304 shares; 2026Q1: 5,433 shares; 2026Q2: 42,224 shares 42,224 $27M 0.27% +36,791 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,458 shares; 2024Q4: 37,758 shares; 2025Q1: 54,160 shares; 2025Q2: 53,735 shares; 2025Q3: 59,149 shares; 2025Q4: 60,232 shares; 2026Q1: 53,380 shares; 2026Q2: 305,105 shares 305,105 $26.5M 0.27% +251,725 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691,021 shares; 2024Q4: 660,238 shares; 2025Q1: 753,926 shares; 2025Q2: 750,871 shares; 2025Q3: 799,028 shares; 2025Q4: 819,370 shares; 2026Q1: 764,714 shares; 2026Q2: 886,574 shares 886,574 $26.3M 0.26% +121,860 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,619 shares; 2025Q2: 15,946 shares; 2025Q3: 17,438 shares; 2025Q4: 20,884 shares; 2026Q1: 31,034 shares; 2026Q2: 60,735 shares 60,735 $26.3M 0.26% +29,701 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,316 shares; 2024Q4: 50,863 shares; 2025Q1: 48,868 shares; 2025Q2: 45,350 shares; 2025Q3: 47,058 shares; 2025Q4: 52,745 shares; 2026Q1: 65,665 shares; 2026Q2: 73,804 shares 73,804 $26.1M 0.26% +8,139 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,852 shares; 2024Q4: 308,140 shares; 2025Q1: 286,353 shares; 2025Q2: 303,874 shares; 2025Q3: 278,513 shares; 2025Q4: 276,872 shares; 2026Q1: 274,186 shares; 2026Q2: 272,923 shares 272,923 $26M 0.26% -1,263 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223,939 shares; 2024Q4: 1,198,211 shares; 2025Q1: 1,307,458 shares; 2025Q2: 1,423,652 shares; 2025Q3: 1,347,705 shares; 2025Q4: 1,337,693 shares; 2026Q1: 1,386,882 shares; 2026Q2: 1,406,527 shares 1,406,527 $25.9M 0.26% +19,645 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; 2024Q3: 301,647 shares; 2024Q4: 278,089 shares; 2025Q1: 304,203 shares; 2025Q2: 281,604 shares; 2025Q3: 359,424 shares; 2025Q4: 381,379 shares; 2026Q1: 337,247 shares; 2026Q2: 376,878 shares 376,878 $25.6M 0.26% +39,631 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,953 shares; 2024Q4: 26,572 shares; 2025Q1: 26,045 shares; 2025Q2: 26,267 shares; 2025Q3: 27,439 shares; 2025Q4: 30,682 shares; 2026Q1: 30,924 shares; 2026Q2: 139,655 shares 139,655 $25.3M 0.25% +108,731 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,826 shares; 2024Q4: 21,206 shares; 2025Q1: 196,903 shares; 2025Q2: 208,437 shares; 2025Q3: 206,797 shares; 2025Q4: 194,037 shares; 2026Q1: 181,759 shares; 2026Q2: 347,645 shares 347,645 $25.1M 0.25% +165,886 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 3,027 shares; 2025Q1: 16,643 shares; 2025Q2: 16,857 shares; 2025Q3: 17,480 shares; 2025Q4: 17,315 shares; 2026Q1: 17,090 shares; 2026Q2: 250,530 shares 250,530 $24.6M 0.25% +233,440 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,269 shares; 2024Q4: 63,551 shares; 2025Q1: 83,460 shares; 2025Q2: 76,843 shares; 2025Q3: 109,994 shares; 2025Q4: 283,999 shares; 2026Q1: 403,720 shares; 2026Q2: 630,487 shares 630,487 $24.3M 0.24% +226,767 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,548 shares; 2024Q4: 131,877 shares; 2025Q1: 214,949 shares; 2025Q2: 218,523 shares; 2025Q3: 220,391 shares; 2025Q4: 207,099 shares; 2026Q1: 187,521 shares; 2026Q2: 325,771 shares 325,771 $24.3M 0.24% +138,250 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,432 shares; 2024Q4: 96,273 shares; 2025Q1: 127,146 shares; 2025Q2: 123,919 shares; 2025Q3: 195,886 shares; 2025Q4: 240,598 shares; 2026Q1: 298,189 shares; 2026Q2: 358,377 shares 358,377 $24.2M 0.24% +60,188 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546,345 shares; 2024Q4: 537,954 shares; 2025Q1: 499,964 shares; 2025Q2: 518,467 shares; 2025Q3: 494,094 shares; 2025Q4: 511,314 shares; 2026Q1: 508,545 shares; 2026Q2: 508,289 shares 508,289 $23.8M 0.24% -256 Timeline ACII INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630,228 shares; 2026Q2: 928,979 shares 928,979 $23.6M 0.24% +298,751 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,029 shares; 2024Q4: 16,599 shares; 2025Q1: 52,215 shares; 2025Q2: 51,138 shares; 2025Q3: 44,127 shares; 2025Q4: 40,015 shares; 2026Q1: 43,069 shares; 2026Q2: 54,675 shares 54,675 $23.6M 0.24% +11,606 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,894 shares; 2024Q4: 84,752 shares; 2025Q1: 80,066 shares; 2025Q2: 77,613 shares; 2025Q3: 97,713 shares; 2025Q4: 91,414 shares; 2026Q1: 88,934 shares; 2026Q2: 91,033 shares 91,033 $22.9M 0.23% +2,099 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,343,717 shares; 2025Q1: 1,305,358 shares; 2025Q2: 1,244,446 shares; 2025Q3: 1,244,789 shares; 2025Q4: 1,235,611 shares; 2026Q1: 1,257,219 shares; 2026Q2: 1,218,293 shares 1,218,293 $22.6M 0.23% -38,926 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,994 shares; 2024Q4: 9,422 shares; 2025Q1: 20,043 shares; 2025Q2: 23,984 shares; 2025Q3: 25,183 shares; 2025Q4: 37,838 shares; 2026Q1: 6,960 shares; 2026Q2: 190,540 shares 190,540 $22.4M 0.23% +183,580 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,500 shares; 2024Q4: 465,344 shares; 2025Q1: 437,877 shares; 2025Q2: 441,694 shares; 2025Q3: 434,141 shares; 2025Q4: 452,717 shares; 2026Q1: 452,617 shares; 2026Q2: 448,829 shares 448,829 $22.3M 0.22% -3,788 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; 2024Q3: 100,284 shares; 2024Q4: 964,594 shares; 2025Q1: 903,612 shares; 2025Q2: 137,015 shares; 2025Q3: 116,449 shares; 2025Q4: 1,247,662 shares; 2026Q1: 1,234,519 shares; 2026Q2: 503,746 shares 503,746 $22.3M 0.22% -730,773 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,795 shares; 2024Q4: 71,805 shares; 2025Q1: 77,333 shares; 2025Q2: 77,410 shares; 2025Q3: 82,221 shares; 2025Q4: 97,133 shares; 2026Q1: 124,575 shares; 2026Q2: 138,056 shares 138,056 $21.8M 0.22% +13,481 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: 17,092 shares; 2025Q1: 16,365 shares; 2025Q2: 16,359 shares; 2025Q3: 15,429 shares; 2025Q4: 15,884 shares; 2026Q1: 30,417 shares; 2026Q2: 30,628 shares 30,628 $21.5M 0.22% +211 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,458 shares; 2024Q4: 27,258 shares; 2025Q1: 105,285 shares; 2025Q2: 121,864 shares; 2025Q3: 99,333 shares; 2025Q4: 106,805 shares; 2026Q1: 159,941 shares; 2026Q2: 146,491 shares 146,491 $21.5M 0.22% -13,450 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,537 shares; 2024Q4: 29,982 shares; 2025Q1: 33,825 shares; 2025Q2: 31,678 shares; 2025Q3: 34,932 shares; 2025Q4: 35,786 shares; 2026Q1: 29,694 shares; 2026Q2: 28,511 shares 28,511 $20.5M 0.21% -1,183 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 302 shares; 2025Q4: 394 shares; 2026Q1: 408 shares; 2026Q2: 65,195 shares 65,195 $19.7M 0.2% +64,787 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,624 shares; 2024Q4: 23,011 shares; 2025Q1: 21,963 shares; 2025Q2: 41,655 shares; 2025Q3: 47,132 shares; 2025Q4: 114,527 shares; 2026Q1: 148,247 shares; 2026Q2: 167,257 shares 167,257 $19.5M 0.2% +19,010 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,595 shares; 2024Q4: 275,398 shares; 2025Q1: 296,983 shares; 2025Q2: 287,906 shares; 2025Q3: 300,113 shares; 2025Q4: 289,772 shares; 2026Q1: 248,381 shares; 2026Q2: 258,296 shares 258,296 $19.5M 0.2% +9,915 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,915 shares; 2024Q4: 73,818 shares; 2025Q1: 88,564 shares; 2025Q2: 99,339 shares; 2025Q3: 130,663 shares; 2025Q4: 140,193 shares; 2026Q1: 159,577 shares; 2026Q2: 180,977 shares 180,977 $19.5M 0.2% +21,400 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,178 shares; 2024Q4: 36,034 shares; 2025Q1: 56,674 shares; 2025Q2: 57,738 shares; 2025Q3: 75,914 shares; 2025Q4: 71,981 shares; 2026Q1: 64,785 shares; 2026Q2: 138,923 shares 138,923 $19.4M 0.2% +74,138 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 807 shares; 2026Q2: 39,557 shares 39,557 $19.1M 0.19% +38,750 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,438 shares; 2024Q4: 1,628 shares; 2025Q1: 1,832 shares; 2025Q2: 2,519 shares; 2025Q3: 2,417 shares; 2025Q4: 2,727 shares; 2026Q1: 50,732 shares; 2026Q2: 57,502 shares 57,502 $19M 0.19% +6,770 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,795 shares; 2024Q4: 122,859 shares; 2025Q1: 158,221 shares; 2025Q2: 148,060 shares; 2025Q3: 207,443 shares; 2025Q4: 235,933 shares; 2026Q1: 188,929 shares; 2026Q2: 146,595 shares 146,595 $18.5M 0.19% -42,334 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,225 shares; 2024Q4: 341,837 shares; 2025Q1: 343,519 shares; 2025Q2: 322,262 shares; 2025Q3: 312,946 shares; 2025Q4: 296,429 shares; 2026Q1: 306,429 shares; 2026Q2: 276,555 shares 276,555 $18.3M 0.18% -29,874 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,852 shares; 2024Q4: 147,452 shares; 2025Q1: 119,440 shares; 2025Q2: 123,288 shares; 2025Q3: 120,649 shares; 2025Q4: 115,370 shares; 2026Q1: 103,662 shares; 2026Q2: 144,784 shares 144,784 $18.3M 0.18% +41,122 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,895 shares; 2024Q4: 146,113 shares; 2025Q1: 128,245 shares; 2025Q2: 127,698 shares; 2025Q3: 124,149 shares; 2025Q4: 121,828 shares; 2026Q1: 111,020 shares; 2026Q2: 109,886 shares 109,886 $18.1M 0.18% -1,134 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,573 shares; 2024Q4: 267,279 shares; 2025Q1: 268,860 shares; 2025Q2: 248,404 shares; 2025Q3: 238,682 shares; 2025Q4: 218,547 shares; 2026Q1: 225,983 shares; 2026Q2: 204,864 shares 204,864 $18M 0.18% -21,119 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,216 shares; 2024Q4: 26,580 shares; 2025Q1: 49,404 shares; 2025Q2: 51,752 shares; 2025Q3: 59,180 shares; 2025Q4: 58,175 shares; 2026Q1: 60,332 shares; 2026Q2: 130,977 shares 130,977 $17.7M 0.18% +70,645 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,168 shares; 2024Q4: 157,705 shares; 2025Q1: 170,110 shares; 2025Q2: 183,891 shares; 2025Q3: 185,894 shares; 2025Q4: 185,492 shares; 2026Q1: 193,999 shares; 2026Q2: 227,554 shares 227,554 $17.7M 0.18% +33,555 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,416 shares; 2024Q4: 179,975 shares; 2025Q1: 241,134 shares; 2025Q2: 250,913 shares; 2025Q3: 250,090 shares; 2025Q4: 242,351 shares; 2026Q1: 239,023 shares; 2026Q2: 127,298 shares 127,298 $17.4M 0.17% -111,725 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 6,440 shares; 2025Q2: 123,988 shares; 2025Q3: 144,312 shares; 2025Q4: 164,014 shares; 2026Q1: 165,636 shares; 2026Q2: 188,509 shares 188,509 $17.4M 0.17% +22,873 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,814 shares; 2024Q4: 303,499 shares; 2025Q1: 287,391 shares; 2025Q2: 329,374 shares; 2025Q3: 322,514 shares; 2025Q4: 327,513 shares; 2026Q1: 334,232 shares; 2026Q2: 336,209 shares 336,209 $17M 0.17% +1,977 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,392 shares; 2024Q4: 85,140 shares; 2025Q1: 106,879 shares; 2025Q2: 125,556 shares; 2025Q3: 152,754 shares; 2025Q4: 145,426 shares; 2026Q1: 170,901 shares; 2026Q2: 176,901 shares 176,901 $16.9M 0.17% +6,000 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,790 shares; 2024Q4: 66,511 shares; 2025Q1: 76,073 shares; 2025Q2: 63,287 shares; 2025Q3: 105,425 shares; 2025Q4: 102,105 shares; 2026Q1: 115,830 shares; 2026Q2: 130,290 shares 130,290 $16.7M 0.17% +14,460 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,237 shares; 2024Q4: 29,125 shares; 2025Q1: 46,488 shares; 2025Q2: 90,823 shares; 2025Q3: 135,368 shares; 2025Q4: 169,841 shares; 2026Q1: 185,649 shares; 2026Q2: 205,160 shares 205,160 $16.6M 0.17% +19,511 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,472 shares; 2024Q4: 192,236 shares; 2025Q1: 199,750 shares; 2025Q2: 229,254 shares; 2025Q3: 250,534 shares; 2025Q4: 260,644 shares; 2026Q1: 279,686 shares; 2026Q2: 342,588 shares 342,588 $16.6M 0.17% +62,902 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,856 shares; 2024Q4: 11,533 shares; 2025Q1: 12,009 shares; 2025Q2: 10,523 shares; 2025Q3: 10,145 shares; 2025Q4: 12,176 shares; 2026Q1: 16,185 shares; 2026Q2: 17,150 shares 17,150 $16.6M 0.17% +965 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,947 shares; 2024Q4: 106,879 shares; 2025Q1: 127,236 shares; 2025Q2: 138,167 shares; 2025Q3: 137,898 shares; 2025Q4: 162,075 shares; 2026Q1: 297,408 shares; 2026Q2: 223,706 shares 223,706 $16.4M 0.16% -73,702 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,793 shares; 2024Q4: 17,586 shares; 2025Q1: 10,912 shares; 2025Q2: 22,368 shares; 2025Q3: 16,204 shares; 2025Q4: 13,230 shares; 2026Q1: 12,468 shares; 2026Q2: 24,394 shares 24,394 $16M 0.16% +11,926 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; 2024Q3: 413,214 shares; 2024Q4: 396,568 shares; 2025Q1: 385,681 shares; 2025Q2: 373,290 shares; 2025Q3: 357,733 shares; 2025Q4: 305,787 shares; 2026Q1: 316,622 shares; 2026Q2: 289,553 shares 289,553 $16M 0.16% -27,069 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,129 shares; 2024Q4: 340,812 shares; 2025Q1: 323,296 shares; 2025Q2: 314,993 shares; 2025Q3: 294,132 shares; 2025Q4: 288,514 shares; 2026Q1: 279,843 shares; 2026Q2: 262,013 shares 262,013 $15.9M 0.16% -17,830 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,236 shares; 2024Q4: 64,555 shares; 2025Q1: 68,407 shares; 2025Q2: 121,519 shares; 2025Q3: 135,268 shares; 2025Q4: 179,756 shares; 2026Q1: 186,200 shares; 2026Q2: 470,206 shares 470,206 $15.9M 0.16% +284,006 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,915 shares; 2024Q4: 17,448 shares; 2025Q1: 16,193 shares; 2025Q2: 16,595 shares; 2025Q3: 16,384 shares; 2025Q4: 17,485 shares; 2026Q1: 15,758 shares; 2026Q2: 16,973 shares 16,973 $15.9M 0.16% +1,215 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,012 shares; 2024Q4: 10,945 shares; 2025Q1: 10,803 shares; 2025Q2: 11,671 shares; 2025Q3: 16,175 shares; 2025Q4: 17,598 shares; 2026Q1: 14,440 shares; 2026Q2: 131,984 shares 131,984 $15.8M 0.16% +117,544 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,233 shares; 2024Q4: 147,511 shares; 2025Q1: 104,116 shares; 2025Q2: 140,591 shares; 2025Q3: 98,095 shares; 2025Q4: 260,435 shares; 2026Q1: 254,208 shares; 2026Q2: 232,199 shares 232,199 $15.6M 0.16% -22,009 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,109 shares; 2024Q4: 103,182 shares; 2025Q1: 113,781 shares; 2025Q2: 121,243 shares; 2025Q3: 135,499 shares; 2025Q4: 133,786 shares; 2026Q1: 130,370 shares; 2026Q2: 93,079 shares 93,079 $15.4M 0.15% -37,291 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,648 shares; 2024Q4: 62,272 shares; 2025Q1: 73,111 shares; 2025Q2: 77,970 shares; 2025Q3: 100,896 shares; 2025Q4: 111,061 shares; 2026Q1: 124,842 shares; 2026Q2: 144,483 shares 144,483 $15.4M 0.15% +19,641 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,283 shares; 2024Q4: 143,754 shares; 2025Q1: 144,750 shares; 2025Q2: 138,033 shares; 2025Q3: 161,521 shares; 2025Q4: 165,262 shares; 2026Q1: 332,589 shares; 2026Q2: 151,771 shares 151,771 $15.3M 0.15% -180,818 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266,057 shares; 2024Q4: 906,456 shares; 2025Q1: 604,474 shares; 2025Q2: 616,905 shares; 2025Q3: 645,380 shares; 2025Q4: 654,504 shares; 2026Q1: 666,014 shares; 2026Q2: 694,581 shares 694,581 $15.3M 0.15% +28,567 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,649 shares; 2024Q4: 294,930 shares; 2025Q1: 278,048 shares; 2025Q2: 275,080 shares; 2025Q3: 256,216 shares; 2025Q4: 242,401 shares; 2026Q1: 314,238 shares; 2026Q2: 297,708 shares 297,708 $15M 0.15% -16,530 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,950 shares; 2024Q4: 17,676 shares; 2025Q1: 40,630 shares; 2025Q2: 44,038 shares; 2025Q3: 46,603 shares; 2025Q4: 49,167 shares; 2026Q1: 53,353 shares; 2026Q2: 181,375 shares 181,375 $15M 0.15% +128,022 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,447 shares; 2024Q4: 157,172 shares; 2025Q1: 107,754 shares; 2025Q2: 105,208 shares; 2025Q3: 184,761 shares; 2025Q4: 183,727 shares; 2026Q1: 182,413 shares; 2026Q2: 261,414 shares 261,414 $14.9M 0.15% +79,001 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,468 shares; 2024Q4: 126,119 shares; 2025Q1: 135,140 shares; 2025Q2: 148,092 shares; 2025Q3: 161,201 shares; 2025Q4: 167,849 shares; 2026Q1: 182,463 shares; 2026Q2: 191,950 shares 191,950 $14.7M 0.15% +9,487 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,028 shares; 2024Q4: 7,754 shares; 2025Q1: 21,103 shares; 2025Q2: 22,591 shares; 2025Q3: 23,142 shares; 2025Q4: 24,797 shares; 2026Q1: 22,614 shares; 2026Q2: 69,561 shares 69,561 $14.5M 0.15% +46,947 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,813 shares; 2024Q4: 87,448 shares; 2025Q1: 35,757 shares; 2025Q2: 33,529 shares; 2025Q3: 34,043 shares; 2025Q4: 34,419 shares; 2026Q1: 34,354 shares; 2026Q2: 165,650 shares 165,650 $14.5M 0.15% +131,296 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 252,344 shares; 2025Q2: 369,984 shares; 2025Q3: 459,074 shares; 2025Q4: 570,118 shares; 2026Q1: 738,275 shares; 2026Q2: 543,086 shares 543,086 $14.4M 0.14% -195,189 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,467 shares; 2024Q4: 31,924 shares; 2025Q1: 35,399 shares; 2025Q2: 33,077 shares; 2025Q3: 33,705 shares; 2025Q4: 38,526 shares; 2026Q1: 36,261 shares; 2026Q2: 41,495 shares 41,495 $14.2M 0.14% +5,234 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,826 shares; 2024Q4: 137,846 shares; 2025Q1: 141,903 shares; 2025Q2: 156,377 shares; 2025Q3: 162,715 shares; 2025Q4: 172,540 shares; 2026Q1: 173,110 shares; 2026Q2: 181,117 shares 181,117 $14.2M 0.14% +8,007 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,515 shares; 2024Q4: 57,167 shares; 2025Q1: 45,731 shares; 2025Q2: 49,926 shares; 2025Q3: 82,986 shares; 2025Q4: 100,020 shares; 2026Q1: 102,408 shares; 2026Q2: 89,962 shares 89,962 $14.1M 0.14% -12,446 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,634 shares; 2024Q4: 251,702 shares; 2025Q1: 236,438 shares; 2025Q2: 233,392 shares; 2025Q3: 216,284 shares; 2025Q4: 204,989 shares; 2026Q1: 282,689 shares; 2026Q2: 269,555 shares 269,555 $14M 0.14% -13,134 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,472 shares 81,472 $13.9M 0.14% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,368 shares; 2025Q4: 222,859 shares; 2026Q1: 270,830 shares; 2026Q2: 511,532 shares 511,532 $13.9M 0.14% +240,702 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,175 shares; 2024Q4: 142,031 shares; 2025Q1: 223,030 shares; 2025Q2: 225,649 shares; 2025Q3: 263,858 shares; 2025Q4: 250,995 shares; 2026Q1: 220,626 shares; 2026Q2: 395,893 shares 395,893 $13.8M 0.14% +175,267 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,877 shares; 2024Q4: 44,383 shares; 2025Q1: 39,083 shares; 2025Q2: 36,844 shares; 2025Q3: 33,825 shares; 2025Q4: 34,844 shares; 2026Q1: 34,806 shares; 2026Q2: 27,223 shares 27,223 $13.6M 0.14% -7,583 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,766 shares; 2024Q4: 2,820 shares; 2025Q1: 14,225 shares; 2025Q2: 18,863 shares; 2025Q3: 20,116 shares; 2025Q4: 23,549 shares; 2026Q1: 37,615 shares; 2026Q2: 31,839 shares 31,839 $13.6M 0.14% -5,776 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,502 shares; 2024Q4: 5,007 shares; 2025Q1: 7,179 shares; 2025Q2: 7,724 shares; 2025Q3: 45,359 shares; 2025Q4: 52,177 shares; 2026Q1: 67,752 shares; 2026Q2: 59,171 shares 59,171 $13.4M 0.13% -8,581 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,927 shares; 2024Q4: 20,010 shares; 2025Q1: 21,325 shares; 2025Q2: 21,856 shares; 2025Q3: 25,213 shares; 2025Q4: 81,854 shares; 2026Q1: 73,767 shares; 2026Q2: 35,844 shares 35,844 $13.4M 0.13% -37,923 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,267 shares; 2025Q1: 2,615 shares; 2025Q2: 98,996 shares; 2025Q3: 99,378 shares; 2025Q4: 125,779 shares; 2026Q1: 176,574 shares; 2026Q2: 145,784 shares 145,784 $13.4M 0.13% -30,790 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,021 shares; 2024Q4: 157,534 shares; 2025Q1: 176,665 shares; 2025Q2: 153,520 shares; 2025Q3: 139,484 shares; 2025Q4: 98,912 shares; 2026Q1: 99,003 shares; 2026Q2: 60,802 shares 60,802 $13.3M 0.13% -38,201 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439,400 shares; 2024Q4: 420,364 shares; 2025Q1: 409,444 shares; 2025Q2: 381,021 shares; 2025Q3: 366,200 shares; 2025Q4: 322,200 shares; 2026Q1: 323,977 shares; 2026Q2: 291,901 shares 291,901 $13.3M 0.13% -32,076 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,281 shares; 2024Q4: 81,953 shares; 2025Q1: 84,916 shares; 2025Q2: 54,358 shares; 2025Q3: 57,829 shares; 2025Q4: 62,902 shares; 2026Q1: 61,119 shares; 2026Q2: 39,058 shares 39,058 $13.2M 0.13% -22,061 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,272 shares; 2024Q4: 220,234 shares; 2025Q1: 176,467 shares; 2025Q2: 167,475 shares; 2025Q3: 168,961 shares; 2025Q4: 122,472 shares; 2026Q1: 135,590 shares; 2026Q2: 152,598 shares 152,598 $13.2M 0.13% +17,008 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,465 shares; 2024Q4: 955,217 shares; 2025Q1: 2,367,341 shares; 2025Q2: 2,401,201 shares; 2025Q3: 794,662 shares; 2025Q4: 1,875,251 shares; 2026Q1: 1,886,457 shares; 2026Q2: 314,144 shares 314,144 $13.1M 0.13% -1,572,313 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,336 shares; 2024Q4: 10,473 shares; 2025Q1: 8,688 shares; 2025Q2: 10,065 shares; 2025Q3: 11,634 shares; 2025Q4: 13,821 shares; 2026Q1: 15,364 shares; 2026Q2: 17,272 shares 17,272 $13.1M 0.13% +1,908 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,889 shares; 2025Q1: 1,895 shares; 2025Q2: 2,241 shares; 2025Q3: 2,698 shares; 2025Q4: 2,905 shares; 2026Q1: 3,777 shares; 2026Q2: 32,709 shares 32,709 $13M 0.13% +28,932 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,460 shares; 2024Q4: 40,029 shares; 2025Q1: 35,308 shares; 2025Q2: 35,758 shares; 2025Q3: 30,988 shares; 2025Q4: 29,071 shares; 2026Q1: 29,768 shares; 2026Q2: 108,667 shares 108,667 $12.8M 0.13% +78,899 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,240 shares; 2024Q4: 33,478 shares; 2025Q1: 32,807 shares; 2025Q2: 96,820 shares; 2025Q3: 156,018 shares; 2025Q4: 166,200 shares; 2026Q1: 246,152 shares; 2026Q2: 287,707 shares 287,707 $12.8M 0.13% +41,555 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,042 shares; 2024Q4: 6,916 shares; 2025Q1: 11,378 shares; 2025Q2: 13,733 shares; 2025Q3: 18,435 shares; 2025Q4: 19,491 shares; 2026Q1: 28,209 shares; 2026Q2: 24,540 shares 24,540 $12.7M 0.13% -3,669 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,909 shares; 2024Q4: 118,009 shares; 2025Q1: 119,283 shares; 2025Q2: 115,710 shares; 2025Q3: 116,320 shares; 2025Q4: 111,482 shares; 2026Q1: 128,219 shares; 2026Q2: 154,574 shares 154,574 $12.7M 0.13% +26,355 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,786 shares; 2025Q3: 204,504 shares; 2025Q4: 227,504 shares; 2026Q1: 246,326 shares; 2026Q2: 238,544 shares 238,544 $12.6M 0.13% -7,782 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,638 shares; 2024Q4: 101,454 shares; 2025Q1: 58,476 shares; 2025Q2: 62,200 shares; 2025Q3: 19,493 shares; 2025Q4: 11,654 shares; 2026Q1: 87,760 shares; 2026Q2: 101,002 shares 101,002 $12.6M 0.13% +13,242 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,075 shares; 2024Q4: 44,089 shares; 2025Q1: 50,763 shares; 2025Q2: 49,663 shares; 2025Q3: 44,323 shares; 2025Q4: 40,966 shares; 2026Q1: 45,836 shares; 2026Q2: 88,459 shares 88,459 $12.4M 0.12% +42,623 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,472 shares; 2024Q4: 26,026 shares; 2025Q1: 31,676 shares; 2025Q2: 31,734 shares; 2025Q3: 34,547 shares; 2025Q4: 36,452 shares; 2026Q1: 33,562 shares; 2026Q2: 34,854 shares 34,854 $12.3M 0.12% +1,292 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,110 shares; 2024Q4: 434,883 shares; 2025Q1: 426,449 shares; 2025Q2: 486,451 shares; 2025Q3: 491,550 shares; 2025Q4: 616,156 shares; 2026Q1: 635,909 shares; 2026Q2: 636,397 shares 636,397 $12M 0.12% +488 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,694 shares; 2024Q4: 7,442 shares; 2025Q1: 8,437 shares; 2025Q2: 10,185 shares; 2025Q3: 11,722 shares; 2025Q4: 15,877 shares; 2026Q1: 13,424 shares; 2026Q2: 25,143 shares 25,143 $12M 0.12% +11,719 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,390 shares; 2024Q4: 8,046 shares; 2025Q1: 8,292 shares; 2025Q2: 8,260 shares; 2025Q3: 8,279 shares; 2025Q4: 8,795 shares; 2026Q1: 9,187 shares; 2026Q2: 23,345 shares 23,345 $12M 0.12% +14,158 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,252 shares; 2024Q4: 27,456 shares; 2025Q1: 30,240 shares; 2025Q2: 30,881 shares; 2025Q3: 29,519 shares; 2025Q4: 29,848 shares; 2026Q1: 28,889 shares; 2026Q2: 53,282 shares 53,282 $11.9M 0.12% +24,393 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,157 shares; 2024Q4: 13,382 shares; 2025Q1: 13,836 shares; 2025Q2: 49,849 shares; 2025Q3: 53,523 shares; 2025Q4: 13,221 shares; 2026Q1: 14,910 shares; 2026Q2: 52,973 shares 52,973 $11.9M 0.12% +38,063 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,419 shares; 2024Q4: 386,661 shares; 2025Q1: 393,238 shares; 2025Q2: 398,761 shares; 2025Q3: 398,951 shares; 2025Q4: 395,073 shares; 2026Q1: 374,557 shares; 2026Q2: 276,105 shares 276,105 $11.7M 0.12% -98,452 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,702 shares; 2024Q4: 30,792 shares; 2025Q1: 27,245 shares; 2025Q2: 46,796 shares; 2025Q3: 21,205 shares; 2025Q4: 37,655 shares; 2026Q1: 59,563 shares; 2026Q2: 68,779 shares 68,779 $10.9M 0.11% +9,216 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,545 shares; 2024Q4: 7,531 shares; 2025Q1: 10,225 shares; 2025Q2: 30,273 shares; 2025Q3: 29,282 shares; 2025Q4: 25,838 shares; 2026Q1: 46,958 shares; 2026Q2: 93,038 shares 93,038 $10.9M 0.11% +46,080 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255,439 shares 255,439 $10.8M 0.11% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,671 shares; 2024Q4: 22,619 shares; 2025Q1: 32,607 shares; 2025Q2: 31,159 shares; 2025Q3: 28,488 shares; 2025Q4: 27,576 shares; 2026Q1: 29,809 shares; 2026Q2: 20,934 shares 20,934 $10.7M 0.11% -8,875 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,454 shares; 2024Q4: 205,188 shares; 2025Q1: 342,943 shares; 2025Q2: 342,337 shares; 2025Q3: 347,771 shares; 2025Q4: 343,307 shares; 2026Q1: 363,639 shares; 2026Q2: 366,009 shares 366,009 $10.6M 0.11% +2,370 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 546 shares; 2025Q1: 509 shares; 2025Q2: 547 shares; 2025Q3: not reported; 2025Q4: 15,895 shares; 2026Q1: 19,350 shares; 2026Q2: 25,865 shares 25,865 $10.5M 0.11% +6,515 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,777 shares; 2024Q4: 5,732 shares; 2025Q1: 5,726 shares; 2025Q2: 5,878 shares; 2025Q3: not reported; 2025Q4: 298,893 shares; 2026Q1: 313,792 shares; 2026Q2: 265,559 shares 265,559 $10.5M 0.11% -48,233 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 793,140 shares; 2024Q4: 741,661 shares; 2025Q1: 650,723 shares; 2025Q2: 664,452 shares; 2025Q3: 642,907 shares; 2025Q4: 649,467 shares; 2026Q1: 632,578 shares; 2026Q2: 498,378 shares 498,378 $10.3M 0.1% -134,200 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,884 shares; 2024Q4: 169,461 shares; 2025Q1: 90,759 shares; 2025Q2: 89,040 shares; 2025Q3: 100,375 shares; 2025Q4: 291,612 shares; 2026Q1: 284,231 shares; 2026Q2: 196,956 shares 196,956 $10.3M 0.1% -87,275 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,534 shares; 2024Q4: 72,555 shares; 2025Q1: 76,604 shares; 2025Q2: 102,198 shares; 2025Q3: 108,014 shares; 2025Q4: 117,367 shares; 2026Q1: 122,713 shares; 2026Q2: 130,292 shares 130,292 $10.3M 0.1% +7,579 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; 2024Q3: 381,440 shares; 2024Q4: 397,990 shares; 2025Q1: 429,956 shares; 2025Q2: 489,753 shares; 2025Q3: 527,799 shares; 2025Q4: 576,532 shares; 2026Q1: 603,315 shares; 2026Q2: 642,493 shares 642,493 $10.2M 0.1% +39,178 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,397 shares; 2024Q4: 165,050 shares; 2025Q1: 169,009 shares; 2025Q2: 157,618 shares; 2025Q3: 152,706 shares; 2025Q4: 144,210 shares; 2026Q1: 150,892 shares; 2026Q2: 134,794 shares 134,794 $10.1M 0.1% -16,098 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,148 shares; 2024Q4: 21,665 shares; 2025Q1: 54,824 shares; 2025Q2: 58,241 shares; 2025Q3: 57,998 shares; 2025Q4: 58,033 shares; 2026Q1: 60,058 shares; 2026Q2: 54,388 shares 54,388 $10.1M 0.1% -5,670 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; 2024Q3: 97,931 shares; 2024Q4: 99,719 shares; 2025Q1: 100,501 shares; 2025Q2: 86,147 shares; 2025Q3: 86,373 shares; 2025Q4: 93,434 shares; 2026Q1: 99,248 shares; 2026Q2: 104,079 shares 104,079 $10M 0.1% +4,831 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,739 shares; 2024Q4: 139,656 shares; 2025Q1: 91,594 shares; 2025Q2: 101,207 shares; 2025Q3: 103,776 shares; 2025Q4: 92,620 shares; 2026Q1: 92,748 shares; 2026Q2: 97,597 shares 97,597 $9.97M 0.1% +4,849 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,582 shares; 2024Q4: 3,757 shares; 2025Q1: 6,699 shares; 2025Q2: 6,911 shares; 2025Q3: 7,567 shares; 2025Q4: 8,070 shares; 2026Q1: 7,431 shares; 2026Q2: 9,776 shares 9,776 $9.89M 0.1% +2,345 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,304 shares; 2024Q4: 88,091 shares; 2025Q1: 80,745 shares; 2025Q2: 80,176 shares; 2025Q3: 74,755 shares; 2025Q4: 87,228 shares; 2026Q1: 364,775 shares; 2026Q2: 428,427 shares 428,427 $9.76M 0.1% +63,652 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,294 shares; 2024Q4: 5,518 shares; 2025Q1: 6,255 shares; 2025Q2: 7,313 shares; 2025Q3: 9,072 shares; 2025Q4: 10,406 shares; 2026Q1: 8,810 shares; 2026Q2: 9,906 shares 9,906 $9.69M 0.1% +1,096 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,336 shares; 2024Q4: 457,302 shares; 2025Q1: 510,183 shares; 2025Q2: 527,237 shares; 2025Q3: 530,600 shares; 2025Q4: 552,522 shares; 2026Q1: 587,762 shares; 2026Q2: 605,928 shares 605,928 $9.69M 0.1% +18,166 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,937 shares; 2024Q4: 63,103 shares; 2025Q1: 57,953 shares; 2025Q2: 53,155 shares; 2025Q3: 55,288 shares; 2025Q4: 47,919 shares; 2026Q1: 22,549 shares; 2026Q2: 22,665 shares 22,665 $9.66M 0.1% +116 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,048 shares; 2024Q4: 25,705 shares; 2025Q1: 22,868 shares; 2025Q2: 34,087 shares; 2025Q3: 31,779 shares; 2025Q4: 64,914 shares; 2026Q1: 38,991 shares; 2026Q2: 50,383 shares 50,383 $9.6M 0.1% +11,392 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,706 shares; 2024Q4: 37,633 shares; 2025Q1: 104,088 shares; 2025Q2: 108,302 shares; 2025Q3: 116,849 shares; 2025Q4: 119,122 shares; 2026Q1: 120,708 shares; 2026Q2: 50,576 shares 50,576 $9.6M 0.1% -70,132 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,133 shares; 2024Q4: 208,336 shares; 2025Q1: 212,975 shares; 2025Q2: 201,484 shares; 2025Q3: 197,155 shares; 2025Q4: 191,699 shares; 2026Q1: 201,765 shares; 2026Q2: 180,922 shares 180,922 $9.48M 0.1% -20,843 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,999 shares; 2024Q4: 109,365 shares; 2025Q1: 113,912 shares; 2025Q2: 126,168 shares; 2025Q3: 132,671 shares; 2025Q4: 142,454 shares; 2026Q1: 154,161 shares; 2026Q2: 164,443 shares 164,443 $9.26M 0.09% +10,282 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,809 shares; 2024Q4: 79,276 shares; 2025Q1: 82,198 shares; 2025Q2: 90,384 shares; 2025Q3: 94,881 shares; 2025Q4: 99,827 shares; 2026Q1: 106,103 shares; 2026Q2: 111,331 shares 111,331 $9.2M 0.09% +5,228 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,834 shares; 2024Q4: 11,364 shares; 2025Q1: 30,007 shares; 2025Q2: 24,202 shares; 2025Q3: 27,136 shares; 2025Q4: 21,931 shares; 2026Q1: 24,582 shares; 2026Q2: 49,620 shares 49,620 $9.19M 0.09% +25,038 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,212 shares; 2024Q4: 56,945 shares; 2025Q1: 56,522 shares; 2025Q2: 59,812 shares; 2025Q3: 55,581 shares; 2025Q4: 62,894 shares; 2026Q1: 58,771 shares; 2026Q2: 61,638 shares 61,638 $9.04M 0.09% +2,867 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 9 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 12 shares 12 $8.99M 0.09% +2 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,625 shares; 2024Q4: 179,901 shares; 2025Q1: 193,206 shares; 2025Q2: 200,581 shares; 2025Q3: 205,371 shares; 2025Q4: 241,917 shares; 2026Q1: 257,251 shares; 2026Q2: 243,170 shares 243,170 $8.97M 0.09% -14,081 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166,836 shares 166,836 $8.9M 0.09% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,412 shares; 2024Q4: 147,848 shares; 2025Q1: 130,253 shares; 2025Q2: 117,043 shares; 2025Q3: 115,242 shares; 2025Q4: 117,571 shares; 2026Q1: 119,703 shares; 2026Q2: 109,901 shares 109,901 $8.88M 0.09% -9,802 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157,768 shares 157,768 $8.8M 0.09% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,986 shares; 2024Q4: 45,453 shares; 2025Q1: 48,295 shares; 2025Q2: 51,119 shares; 2025Q3: 56,533 shares; 2025Q4: 70,859 shares; 2026Q1: 72,587 shares; 2026Q2: 101,918 shares 101,918 $8.71M 0.09% +29,331 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,548 shares; 2024Q4: 25,070 shares; 2025Q1: 23,479 shares; 2025Q2: 23,543 shares; 2025Q3: 23,167 shares; 2025Q4: 24,101 shares; 2026Q1: 114,131 shares; 2026Q2: 114,039 shares 114,039 $8.64M 0.09% -92 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,855 shares; 2024Q4: 297,478 shares; 2025Q1: 276,261 shares; 2025Q2: 273,205 shares; 2025Q3: 255,612 shares; 2025Q4: 236,381 shares; 2026Q1: 130,927 shares; 2026Q2: 72,333 shares 72,333 $8.61M 0.09% -58,594 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,863 shares; 2024Q4: 46,441 shares; 2025Q1: 26,262 shares; 2025Q2: 26,565 shares; 2025Q3: 25,210 shares; 2025Q4: 70,208 shares; 2026Q1: 162,198 shares; 2026Q2: 188,141 shares 188,141 $8.53M 0.09% +25,943 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,426 shares; 2024Q4: 93,576 shares; 2025Q1: 88,294 shares; 2025Q2: 43,135 shares; 2025Q3: 44,092 shares; 2025Q4: 44,182 shares; 2026Q1: 49,466 shares; 2026Q2: 57,408 shares 57,408 $8.51M 0.09% +7,942 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,053 shares; 2024Q4: 20,676 shares; 2025Q1: 24,566 shares; 2025Q2: 21,766 shares; 2025Q3: 28,985 shares; 2025Q4: 28,123 shares; 2026Q1: 31,769 shares; 2026Q2: 34,971 shares 34,971 $8.5M 0.09% +3,202 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202,556 shares 202,556 $8.45M 0.08% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,297 shares; 2024Q4: 952,820 shares; 2025Q1: 973,543 shares; 2025Q2: 212,505 shares; 2025Q3: 202,684 shares; 2025Q4: 893,154 shares; 2026Q1: 873,271 shares; 2026Q2: 178,076 shares 178,076 $8.26M 0.08% -695,195 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,517 shares; 2024Q4: 70,974 shares; 2025Q1: 88,837 shares; 2025Q2: 92,097 shares; 2025Q3: 95,294 shares; 2025Q4: 107,220 shares; 2026Q1: 121,108 shares; 2026Q2: 133,863 shares 133,863 $8.23M 0.08% +12,755 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,419 shares; 2026Q2: 159,681 shares 159,681 $8.04M 0.08% +27,262 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,117 shares; 2024Q4: 89,365 shares; 2025Q1: 89,130 shares; 2025Q2: 101,617 shares; 2025Q3: 143,832 shares; 2025Q4: 270,396 shares; 2026Q1: 192,831 shares; 2026Q2: 150,158 shares 150,158 $8.03M 0.08% -42,673 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,817 shares; 2024Q4: 46,374 shares; 2025Q1: 40,190 shares; 2025Q2: 69,692 shares; 2025Q3: 66,907 shares; 2025Q4: 69,719 shares; 2026Q1: 63,922 shares; 2026Q2: 74,813 shares 74,813 $8.01M 0.08% +10,891 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,740 shares; 2024Q4: 117,971 shares; 2025Q1: 114,508 shares; 2025Q2: 103,438 shares; 2025Q3: 98,657 shares; 2025Q4: 104,192 shares; 2026Q1: 104,817 shares; 2026Q2: 110,357 shares 110,357 $7.94M 0.08% +5,540 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,081 shares; 2024Q4: 32,724 shares; 2025Q1: 39,592 shares; 2025Q2: 41,793 shares; 2025Q3: 76,126 shares; 2025Q4: 112,693 shares; 2026Q1: 126,548 shares; 2026Q2: 120,663 shares 120,663 $7.92M 0.08% -5,885 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,438 shares; 2024Q4: 34,564 shares; 2025Q1: 33,885 shares; 2025Q2: 31,083 shares; 2025Q3: 31,224 shares; 2025Q4: 30,048 shares; 2026Q1: 30,822 shares; 2026Q2: 35,644 shares 35,644 $7.88M 0.08% +4,822 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,093 shares; 2024Q4: 129,791 shares; 2025Q1: 14,306 shares; 2025Q2: 11,718 shares; 2025Q3: 12,642 shares; 2025Q4: 13,516 shares; 2026Q1: 12,761 shares; 2026Q2: 54,451 shares 54,451 $7.87M 0.08% +41,690 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,758 shares; 2024Q4: 98,820 shares; 2025Q1: 103,780 shares; 2025Q2: 116,480 shares; 2025Q3: 123,334 shares; 2025Q4: 127,585 shares; 2026Q1: 137,541 shares; 2026Q2: 168,163 shares 168,163 $7.87M 0.08% +30,622 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 909 shares; 2025Q1: 918 shares; 2025Q2: 813 shares; 2025Q3: 821 shares; 2025Q4: 1,446 shares; 2026Q1: 2,320 shares; 2026Q2: 3,952 shares 3,952 $7.86M 0.08% +1,632 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,529 shares; 2024Q4: 72,892 shares; 2025Q1: 76,012 shares; 2025Q2: 71,111 shares; 2025Q3: 87,642 shares; 2025Q4: 90,600 shares; 2026Q1: 88,144 shares; 2026Q2: 28,777 shares 28,777 $7.78M 0.08% -59,367 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,734 shares; 2024Q4: 70,521 shares; 2025Q1: 64,987 shares; 2025Q2: 35,468 shares; 2025Q3: 24,719 shares; 2025Q4: 59,427 shares; 2026Q1: 25,241 shares; 2026Q2: 92,391 shares 92,391 $7.67M 0.08% +67,150 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,182 shares; 2024Q4: 108,837 shares; 2025Q1: 119,468 shares; 2025Q2: 131,416 shares; 2025Q3: 24,092 shares; 2025Q4: 24,134 shares; 2026Q1: 41,730 shares; 2026Q2: 71,052 shares 71,052 $7.64M 0.08% +29,322 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; 2024Q3: 7,593 shares; 2024Q4: 13,636 shares; 2025Q1: 21,360 shares; 2025Q2: 57,514 shares; 2025Q3: 65,649 shares; 2025Q4: 66,604 shares; 2026Q1: 69,493 shares; 2026Q2: 79,148 shares 79,148 $7.64M 0.08% +9,655 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,289 shares; 2024Q4: 26,444 shares; 2025Q1: 13,291 shares; 2025Q2: 17,251 shares; 2025Q3: 17,715 shares; 2025Q4: 17,485 shares; 2026Q1: 16,883 shares; 2026Q2: 18,312 shares 18,312 $7.61M 0.08% +1,429 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,766 shares; 2025Q4: 164,675 shares; 2026Q1: 202,103 shares; 2026Q2: 293,649 shares 293,649 $7.52M 0.08% +91,546 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279,343 shares; 2026Q2: 146,923 shares 146,923 $7.49M 0.08% -132,420 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,162 shares; 2025Q2: 6,326 shares; 2025Q3: 6,759 shares; 2025Q4: 120,709 shares; 2026Q1: 126,004 shares; 2026Q2: 42,420 shares 42,420 $7.48M 0.08% -83,584 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,458 shares; 2024Q4: 111,063 shares; 2025Q1: 137,608 shares; 2025Q2: 153,998 shares; 2025Q3: 85,544 shares; 2025Q4: 86,589 shares; 2026Q1: 86,311 shares; 2026Q2: 91,963 shares 91,963 $7.47M 0.08% +5,652 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204,170 shares 204,170 $7.47M 0.08% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,145 shares; 2024Q4: 184,366 shares; 2025Q1: 146,686 shares; 2025Q2: 226,417 shares; 2025Q3: 203,218 shares; 2025Q4: 186,541 shares; 2026Q1: 196,608 shares; 2026Q2: 97,548 shares 97,548 $7.47M 0.07% -99,060 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,757 shares; 2024Q4: 557,742 shares; 2025Q1: 561,583 shares; 2025Q2: 77,873 shares; 2025Q3: 73,139 shares; 2025Q4: 74,241 shares; 2026Q1: 66,244 shares; 2026Q2: 132,591 shares 132,591 $7.45M 0.07% +66,347 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,533 shares; 2024Q4: 8,502 shares; 2025Q1: 11,714 shares; 2025Q2: 13,198 shares; 2025Q3: 16,302 shares; 2025Q4: 17,572 shares; 2026Q1: 14,706 shares; 2026Q2: 90,047 shares 90,047 $7.44M 0.07% +75,341 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,113 shares; 2024Q4: 13,001 shares; 2025Q1: 12,166 shares; 2025Q2: 12,035 shares; 2025Q3: 13,074 shares; 2025Q4: 19,474 shares; 2026Q1: 12,932 shares; 2026Q2: 49,035 shares 49,035 $7.43M 0.07% +36,103 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 192,545 shares 192,545 $7.33M 0.07% new 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; 2024Q3: 3,257 shares; 2024Q4: 3,158 shares; 2025Q1: 4,194 shares; 2025Q2: 3,944 shares; 2025Q3: 2,638 shares; 2025Q4: 2,115 shares; 2026Q1: 2,270 shares; 2026Q2: 58,679 shares 58,679 $7.3M 0.07% +56,409 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,359 shares; 2025Q2: 56,934 shares; 2025Q3: 74,241 shares; 2025Q4: 79,777 shares; 2026Q1: 84,111 shares; 2026Q2: 72,686 shares 72,686 $7.29M 0.07% -11,425 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,368 shares; 2024Q4: 12,745 shares; 2025Q1: 13,387 shares; 2025Q2: 14,196 shares; 2025Q3: 14,757 shares; 2025Q4: 15,074 shares; 2026Q1: 15,013 shares; 2026Q2: 82,740 shares 82,740 $7.27M 0.07% +67,727 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,117 shares; 2024Q4: 2,005 shares; 2025Q1: 11,269 shares; 2025Q2: 11,010 shares; 2025Q3: 11,524 shares; 2025Q4: 11,573 shares; 2026Q1: 9,167 shares; 2026Q2: 43,160 shares 43,160 $7.24M 0.07% +33,993 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,919 shares; 2024Q4: 34,564 shares; 2025Q1: 74,421 shares; 2025Q2: 89,688 shares; 2025Q3: 97,252 shares; 2025Q4: 95,842 shares; 2026Q1: 232,809 shares; 2026Q2: 119,574 shares 119,574 $7.21M 0.07% -113,235 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,143 shares; 2024Q4: 8,845 shares; 2025Q1: 7,959 shares; 2025Q2: 12,449 shares; 2025Q3: 109,125 shares; 2025Q4: 196,513 shares; 2026Q1: 215,855 shares; 2026Q2: 199,868 shares 199,868 $7.17M 0.07% -15,987 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 895 shares; 2025Q1: 1,108 shares; 2025Q2: 1,234 shares; 2025Q3: 2,227 shares; 2025Q4: 2,543 shares; 2026Q1: 15,177 shares; 2026Q2: 13,901 shares 13,901 $7.16M 0.07% -1,276 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,548 shares; 2024Q4: 16,289 shares; 2025Q1: 17,795 shares; 2025Q2: 16,988 shares; 2025Q3: 19,115 shares; 2025Q4: 18,131 shares; 2026Q1: 23,776 shares; 2026Q2: 25,468 shares 25,468 $7.16M 0.07% +1,692 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,665 shares; 2024Q4: 60,941 shares; 2025Q1: 64,884 shares; 2025Q2: 71,051 shares; 2025Q3: 76,160 shares; 2025Q4: 79,494 shares; 2026Q1: 87,167 shares; 2026Q2: 103,882 shares 103,882 $7.16M 0.07% +16,715 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,232 shares; 2024Q4: 257,928 shares; 2025Q1: 245,923 shares; 2025Q2: 215,272 shares; 2025Q3: 224,316 shares; 2025Q4: 229,280 shares; 2026Q1: 166,301 shares; 2026Q2: 176,920 shares 176,920 $7.12M 0.07% +10,619 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,593 shares; 2024Q4: 155,565 shares; 2025Q1: 163,811 shares; 2025Q2: 161,290 shares; 2025Q3: 187,115 shares; 2025Q4: 231,562 shares; 2026Q1: 227,167 shares; 2026Q2: 233,940 shares 233,940 $7.06M 0.07% +6,773 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,373 shares; 2026Q2: 221,228 shares 221,228 $7.03M 0.07% +51,855 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,389 shares 46,389 $6.95M 0.07% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,569 shares; 2024Q4: 16,674 shares; 2025Q1: 34,033 shares; 2025Q2: 31,902 shares; 2025Q3: 32,824 shares; 2025Q4: 33,352 shares; 2026Q1: 32,934 shares; 2026Q2: 23,171 shares 23,171 $6.91M 0.07% -9,763 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,545 shares; 2024Q4: 8,143 shares; 2025Q1: 7,159 shares; 2025Q2: 4,485 shares; 2025Q3: 9,677 shares; 2025Q4: 8,879 shares; 2026Q1: 10,372 shares; 2026Q2: 18,800 shares 18,800 $6.88M 0.07% +8,428 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,179 shares; 2024Q4: 200,342 shares; 2025Q1: 147,516 shares; 2025Q2: 150,199 shares; 2025Q3: 157,654 shares; 2025Q4: 166,387 shares; 2026Q1: 174,832 shares; 2026Q2: 94,510 shares 94,510 $6.82M 0.07% -80,322 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,918 shares; 2024Q4: 99,042 shares; 2025Q1: 98,325 shares; 2025Q2: 101,121 shares; 2025Q3: 62,365 shares; 2025Q4: 84,302 shares; 2026Q1: 91,481 shares; 2026Q2: 85,518 shares 85,518 $6.79M 0.07% -5,963 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,486 shares; 2024Q4: 7,392 shares; 2025Q1: 7,584 shares; 2025Q2: 7,308 shares; 2025Q3: 6,843 shares; 2025Q4: 103,013 shares; 2026Q1: 112,230 shares; 2026Q2: 94,829 shares 94,829 $6.77M 0.07% -17,401 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,042 shares; 2024Q4: 66,913 shares; 2025Q1: 71,433 shares; 2025Q2: 59,391 shares; 2025Q3: 98,621 shares; 2025Q4: 117,922 shares; 2026Q1: 130,196 shares; 2026Q2: 153,634 shares 153,634 $6.76M 0.07% +23,438 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,890 shares; 2025Q4: 2,373 shares; 2026Q1: 6,725 shares; 2026Q2: 20,142 shares 20,142 $6.74M 0.07% +13,417 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,239 shares; 2024Q4: 13,731 shares; 2025Q1: 12,699 shares; 2025Q2: 11,380 shares; 2025Q3: 11,743 shares; 2025Q4: 12,352 shares; 2026Q1: 12,175 shares; 2026Q2: 24,327 shares 24,327 $6.62M 0.07% +12,152 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 5,121 shares; 2025Q4: 2,986 shares; 2026Q1: 112,047 shares; 2026Q2: 52,882 shares 52,882 $6.6M 0.07% -59,165 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,930 shares; 2024Q4: 109,153 shares; 2025Q1: 116,746 shares; 2025Q2: 115,095 shares; 2025Q3: 269,381 shares; 2025Q4: 270,517 shares; 2026Q1: 280,279 shares; 2026Q2: 272,912 shares 272,912 $6.57M 0.07% -7,367 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,189 shares; 2024Q4: 81,347 shares; 2025Q1: 77,826 shares; 2025Q2: 77,264 shares; 2025Q3: 75,591 shares; 2025Q4: 80,977 shares; 2026Q1: 84,794 shares; 2026Q2: 84,257 shares 84,257 $6.5M 0.07% -537 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,637 shares; 2025Q3: 172,726 shares; 2025Q4: 190,516 shares; 2026Q1: 214,703 shares; 2026Q2: 149,815 shares 149,815 $6.46M 0.06% -64,888 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,048 shares; 2024Q4: 950,579 shares; 2025Q1: 999,404 shares; 2025Q2: 929,495 shares; 2025Q3: 164,244 shares; 2025Q4: 840,921 shares; 2026Q1: 830,456 shares; 2026Q2: 139,796 shares 139,796 $6.42M 0.06% -690,660 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,522 shares; 2024Q4: 7,060 shares; 2025Q1: 7,718 shares; 2025Q2: 14,640 shares; 2025Q3: 15,733 shares; 2025Q4: 16,862 shares; 2026Q1: 37,657 shares; 2026Q2: 42,540 shares 42,540 $6.39M 0.06% +4,883 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,867 shares; 2024Q4: 144,719 shares; 2025Q1: 128,334 shares; 2025Q2: 147,489 shares; 2025Q3: 185,259 shares; 2025Q4: 172,712 shares; 2026Q1: 94,084 shares; 2026Q2: 135,216 shares 135,216 $6.38M 0.06% +41,132 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,544 shares; 2024Q4: 140,883 shares; 2025Q1: 109,650 shares; 2025Q2: 114,563 shares; 2025Q3: 116,940 shares; 2025Q4: 126,456 shares; 2026Q1: 129,376 shares; 2026Q2: 66,266 shares 66,266 $6.38M 0.06% -63,110 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,631 shares; 2024Q4: 8,393 shares; 2025Q1: 8,458 shares; 2025Q2: 8,573 shares; 2025Q3: 10,187 shares; 2025Q4: 10,702 shares; 2026Q1: 10,354 shares; 2026Q2: 12,160 shares 12,160 $6.35M 0.06% +1,806 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893,926 shares; 2024Q4: 947,996 shares; 2025Q1: 200,847 shares; 2025Q2: 167,787 shares; 2025Q3: 901,501 shares; 2025Q4: 884,459 shares; 2026Q1: 170,207 shares; 2026Q2: 138,876 shares 138,876 $6.34M 0.06% -31,331 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,561 shares; 2024Q4: 37,799 shares; 2025Q1: 37,043 shares; 2025Q2: 40,300 shares; 2025Q3: 40,703 shares; 2025Q4: 46,915 shares; 2026Q1: 49,198 shares; 2026Q2: 51,970 shares 51,970 $6.31M 0.06% +2,772 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927,708 shares; 2024Q4: 157,382 shares; 2025Q1: 97,136 shares; 2025Q2: 887,824 shares; 2025Q3: 146,980 shares; 2025Q4: 170,595 shares; 2026Q1: 154,037 shares; 2026Q2: 149,313 shares 149,313 $6.3M 0.06% -4,724 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 224,403 shares 224,403 $6.29M 0.06% new Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 41,281 shares; 2025Q2: 41,554 shares; 2025Q3: 47,563 shares; 2025Q4: 52,124 shares; 2026Q1: 52,061 shares; 2026Q2: 53,721 shares 53,721 $6.29M 0.06% +1,660 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,884 shares; 2024Q4: 35,349 shares; 2025Q1: 33,069 shares; 2025Q2: 30,760 shares; 2025Q3: 33,081 shares; 2025Q4: 35,108 shares; 2026Q1: 36,554 shares; 2026Q2: 39,116 shares 39,116 $6.04M 0.06% +2,562 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,522 shares; 2024Q4: 4,674 shares; 2025Q1: not reported; 2025Q2: 9,101 shares; 2025Q3: 7,463 shares; 2025Q4: 10,899 shares; 2026Q1: 19,055 shares; 2026Q2: 23,205 shares 23,205 $5.93M 0.06% +4,150 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,424 shares; 2024Q4: 40,673 shares; 2025Q1: 61,363 shares; 2025Q2: 65,522 shares; 2025Q3: 81,076 shares; 2025Q4: 93,575 shares; 2026Q1: 111,235 shares; 2026Q2: 136,217 shares 136,217 $5.88M 0.06% +24,982 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,706 shares 76,706 $5.87M 0.06% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,136 shares; 2024Q4: 37,873 shares; 2025Q1: 49,118 shares; 2025Q2: 49,464 shares; 2025Q3: 44,483 shares; 2025Q4: 168,119 shares; 2026Q1: 268,842 shares; 2026Q2: 108,941 shares 108,941 $5.79M 0.06% -159,901 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,428 shares; 2024Q4: 190,022 shares; 2025Q1: 175,592 shares; 2025Q2: 198,810 shares; 2025Q3: 186,778 shares; 2025Q4: 173,859 shares; 2026Q1: 174,407 shares; 2026Q2: 187,783 shares 187,783 $5.73M 0.06% +13,376 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766,632 shares; 2024Q4: 119,328 shares; 2025Q1: 106,173 shares; 2025Q2: 81,656 shares; 2025Q3: 797,215 shares; 2025Q4: 147,637 shares; 2026Q1: 129,147 shares; 2026Q2: 116,873 shares 116,873 $5.7M 0.06% -12,274 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,468 shares; 2024Q4: 90,174 shares; 2025Q1: 218,196 shares; 2025Q2: 215,504 shares; 2025Q3: 202,407 shares; 2025Q4: 198,881 shares; 2026Q1: 206,069 shares; 2026Q2: 240,386 shares 240,386 $5.56M 0.06% +34,317 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,902 shares; 2024Q4: 11,821 shares; 2025Q1: 11,644 shares; 2025Q2: 13,740 shares; 2025Q3: 15,979 shares; 2025Q4: 18,678 shares; 2026Q1: 18,956 shares; 2026Q2: 22,254 shares 22,254 $5.53M 0.06% +3,298 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,156 shares; 2026Q1: 80,668 shares; 2026Q2: 72,934 shares 72,934 $5.52M 0.06% -7,734 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,639 shares; 2024Q4: 186,155 shares; 2025Q1: 38,769 shares; 2025Q2: 40,127 shares; 2025Q3: 122,613 shares; 2025Q4: 123,598 shares; 2026Q1: 159,186 shares; 2026Q2: 94,227 shares 94,227 $5.43M 0.05% -64,959 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,170 shares; 2024Q4: 21,728 shares; 2025Q1: 24,215 shares; 2025Q2: 22,434 shares; 2025Q3: 23,623 shares; 2025Q4: 23,731 shares; 2026Q1: 23,555 shares; 2026Q2: 24,049 shares 24,049 $5.38M 0.05% +494 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,125 shares; 2024Q4: 13,106 shares; 2025Q1: 10,581 shares; 2025Q2: 11,360 shares; 2025Q3: 37,501 shares; 2025Q4: 33,604 shares; 2026Q1: 10,427 shares; 2026Q2: 43,115 shares 43,115 $5.35M 0.05% +32,688 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,120 shares; 2024Q4: 18,410 shares; 2025Q1: 27,943 shares; 2025Q2: 27,331 shares; 2025Q3: 25,789 shares; 2025Q4: 27,871 shares; 2026Q1: 25,946 shares; 2026Q2: 15,073 shares 15,073 $5.34M 0.05% -10,873 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,711 shares; 2024Q4: 63,963 shares; 2025Q1: 62,984 shares; 2025Q2: 60,604 shares; 2025Q3: 59,834 shares; 2025Q4: 45,988 shares; 2026Q1: 43,482 shares; 2026Q2: 40,162 shares 40,162 $5.31M 0.05% -3,320 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,382 shares; 2024Q4: 191,555 shares; 2025Q1: 176,569 shares; 2025Q2: 179,821 shares; 2025Q3: 179,436 shares; 2025Q4: 155,708 shares; 2026Q1: 153,975 shares; 2026Q2: 158,875 shares 158,875 $5.29M 0.05% +4,900 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,185 shares; 2025Q4: 2,978 shares; 2026Q1: 14,145 shares; 2026Q2: 14,461 shares 14,461 $5.28M 0.05% +316 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 252,015 shares 252,015 $5.24M 0.05% new Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103,943 shares 103,943 $5.23M 0.05% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,668 shares; 2024Q4: 123,894 shares; 2025Q1: 111,948 shares; 2025Q2: 102,103 shares; 2025Q3: 92,519 shares; 2025Q4: 108,943 shares; 2026Q1: 156,180 shares; 2026Q2: 174,967 shares 174,967 $5.15M 0.05% +18,787 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,626 shares; 2024Q4: 14,611 shares; 2025Q1: 13,724 shares; 2025Q2: 9,120 shares; 2025Q3: 11,420 shares; 2025Q4: 15,821 shares; 2026Q1: 15,357 shares; 2026Q2: 26,055 shares 26,055 $5.15M 0.05% +10,698 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,931 shares; 2024Q4: 33,211 shares; 2025Q1: 34,193 shares; 2025Q2: 32,265 shares; 2025Q3: 34,029 shares; 2025Q4: 37,015 shares; 2026Q1: 46,865 shares; 2026Q2: 49,020 shares 49,020 $5.14M 0.05% +2,155 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,020 shares; 2024Q4: 10,992 shares; 2025Q1: 12,673 shares; 2025Q2: 10,331 shares; 2025Q3: 9,725 shares; 2025Q4: 9,242 shares; 2026Q1: 40,974 shares; 2026Q2: 43,354 shares 43,354 $5.09M 0.05% +2,380 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,985 shares; 2024Q4: 12,537 shares; 2025Q1: 14,371 shares; 2025Q2: 17,390 shares; 2025Q3: 25,916 shares; 2025Q4: 30,866 shares; 2026Q1: 29,493 shares; 2026Q2: 28,764 shares 28,764 $5.08M 0.05% -729 Timeline SGRT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272,999 shares; 2025Q4: 502,265 shares; 2026Q1: 32,537 shares; 2026Q2: 133,917 shares 133,917 $5.02M 0.05% +101,380 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; 2024Q3: 955,129 shares; 2024Q4: 1,238,452 shares; 2025Q1: 1,220,496 shares; 2025Q2: 1,232,780 shares; 2025Q3: 1,102,897 shares; 2025Q4: 1,014,879 shares; 2026Q1: 1,149,193 shares; 2026Q2: 359,373 shares 359,373 $5M 0.05% -789,820 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 531,637 shares; 2026Q1: 516,373 shares; 2026Q2: 383,720 shares 383,720 $4.99M 0.05% -132,653 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,044 shares; 2024Q4: 43,401 shares; 2025Q1: 44,493 shares; 2025Q2: 40,875 shares; 2025Q3: 41,961 shares; 2025Q4: 45,737 shares; 2026Q1: 51,902 shares; 2026Q2: 60,229 shares 60,229 $4.98M 0.05% +8,327 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,489 shares; 2024Q4: 12,367 shares; 2025Q1: 15,954 shares; 2025Q2: 12,773 shares; 2025Q3: 13,762 shares; 2025Q4: 14,948 shares; 2026Q1: 15,962 shares; 2026Q2: 61,775 shares 61,775 $4.98M 0.05% +45,813 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,468 shares; 2024Q4: 6,527 shares; 2025Q1: 54,061 shares; 2025Q2: 54,113 shares; 2025Q3: 47,708 shares; 2025Q4: 49,475 shares; 2026Q1: 51,713 shares; 2026Q2: 53,915 shares 53,915 $4.97M 0.05% +2,202 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,772 shares 21,772 $4.95M 0.05% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,896 shares; 2024Q4: 22,631 shares; 2025Q1: 28,332 shares; 2025Q2: 39,964 shares; 2025Q3: 38,561 shares; 2025Q4: 37,643 shares; 2026Q1: 40,273 shares; 2026Q2: 108,312 shares 108,312 $4.95M 0.05% +68,039 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,486 shares; 2024Q4: 15,394 shares; 2025Q1: 16,041 shares; 2025Q2: 15,223 shares; 2025Q3: 6,579 shares; 2025Q4: 8,103 shares; 2026Q1: 8,254 shares; 2026Q2: 20,069 shares 20,069 $4.94M 0.05% +11,815 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,873 shares; 2024Q4: 14,250 shares; 2025Q1: 17,466 shares; 2025Q2: 15,225 shares; 2025Q3: 17,403 shares; 2025Q4: 28,433 shares; 2026Q1: 44,466 shares; 2026Q2: 134,748 shares 134,748 $4.92M 0.05% +90,282 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,227 shares; 2024Q4: 116,998 shares; 2025Q1: 121,572 shares; 2025Q2: 124,988 shares; 2025Q3: 120,496 shares; 2025Q4: 118,018 shares; 2026Q1: 115,140 shares; 2026Q2: 38,750 shares 38,750 $4.91M 0.05% -76,390 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162,422 shares; 2024Q4: 1,434,951 shares; 2025Q1: 115,615 shares; 2025Q2: 125,575 shares; 2025Q3: 1,648,859 shares; 2025Q4: 1,675,549 shares; 2026Q1: 130,915 shares; 2026Q2: 116,061 shares 116,061 $4.88M 0.05% -14,854 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,084 shares; 2024Q4: 275,849 shares; 2025Q1: 286,750 shares; 2025Q2: 299,179 shares; 2025Q3: 336,095 shares; 2025Q4: 318,403 shares; 2026Q1: 305,115 shares; 2026Q2: 96,656 shares 96,656 $4.82M 0.05% -208,459 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800,666 shares; 2024Q4: 894,965 shares; 2025Q1: 148,978 shares; 2025Q2: 90,984 shares; 2025Q3: 825,432 shares; 2025Q4: 805,750 shares; 2026Q1: 111,281 shares; 2026Q2: 104,543 shares 104,543 $4.81M 0.05% -6,738 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,979 shares; 2024Q4: 55,972 shares; 2025Q1: 175,624 shares; 2025Q2: 94,981 shares; 2025Q3: 95,996 shares; 2025Q4: 61,937 shares; 2026Q1: 116,090 shares; 2026Q2: 50,203 shares 50,203 $4.75M 0.05% -65,887 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,787 shares; 2025Q3: 54,646 shares; 2025Q4: 82,008 shares; 2026Q1: 89,715 shares; 2026Q2: 82,212 shares 82,212 $4.74M 0.05% -7,503 Timeline TJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,435 shares; 2025Q2: 175,561 shares; 2025Q3: 169,491 shares; 2025Q4: 169,075 shares; 2026Q1: 168,266 shares; 2026Q2: 166,681 shares 166,681 $4.69M 0.05% -1,585 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,251 shares; 2025Q4: 130,458 shares; 2026Q1: 135,875 shares; 2026Q2: 173,191 shares 173,191 $4.68M 0.05% +37,316 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,091 shares; 2025Q3: 106,490 shares; 2025Q4: 115,402 shares; 2026Q1: 119,473 shares; 2026Q2: 127,183 shares 127,183 $4.64M 0.05% +7,710 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223,634 shares; 2026Q2: 236,530 shares 236,530 $4.63M 0.05% +12,896 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,884 shares; 2024Q4: 539,726 shares; 2025Q1: 595,448 shares; 2025Q2: 631,930 shares; 2025Q3: 92,043 shares; 2025Q4: 654,744 shares; 2026Q1: 703,370 shares; 2026Q2: 86,848 shares 86,848 $4.62M 0.05% -616,522 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,013 shares; 2024Q4: 23,269 shares; 2025Q1: 22,967 shares; 2025Q2: 22,931 shares; 2025Q3: 21,541 shares; 2025Q4: 20,509 shares; 2026Q1: 20,399 shares; 2026Q2: 20,856 shares 20,856 $4.6M 0.05% +457 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,207 shares; 2024Q4: 132,761 shares; 2025Q1: 142,790 shares; 2025Q2: 160,523 shares; 2025Q3: 189,707 shares; 2025Q4: 189,409 shares; 2026Q1: 213,045 shares; 2026Q2: 250,098 shares 250,098 $4.47M 0.04% +37,053 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,548 shares; 2024Q4: 15,562 shares; 2025Q1: 32,419 shares; 2025Q2: 19,567 shares; 2025Q3: 117,905 shares; 2025Q4: 81,776 shares; 2026Q1: 64,625 shares; 2026Q2: 59,067 shares 59,067 $4.46M 0.04% -5,558 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,640 shares; 2024Q4: 59,011 shares; 2025Q1: 56,744 shares; 2025Q2: 63,798 shares; 2025Q3: 62,332 shares; 2025Q4: 64,214 shares; 2026Q1: 64,681 shares; 2026Q2: 63,832 shares 63,832 $4.44M 0.04% -849 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,478 shares; 2024Q4: 29,002 shares; 2025Q1: 31,144 shares; 2025Q2: 32,663 shares; 2025Q3: 34,305 shares; 2025Q4: 53,690 shares; 2026Q1: 44,144 shares; 2026Q2: 45,822 shares 45,822 $4.42M 0.04% +1,678 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,769 shares; 2025Q2: 9,769 shares; 2025Q3: 10,754 shares; 2025Q4: 13,106 shares; 2026Q1: 12,111 shares; 2026Q2: 111,396 shares 111,396 $4.38M 0.04% +99,285 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,791 shares; 2024Q4: 52,550 shares; 2025Q1: 51,027 shares; 2025Q2: 50,888 shares; 2025Q3: 51,179 shares; 2025Q4: 73,316 shares; 2026Q1: 84,068 shares; 2026Q2: 80,508 shares 80,508 $4.36M 0.04% -3,560 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,358 shares; 2024Q4: 225,829 shares; 2025Q1: 244,204 shares; 2025Q2: 249,040 shares; 2025Q3: 237,637 shares; 2025Q4: 229,440 shares; 2026Q1: 220,372 shares; 2026Q2: 226,798 shares 226,798 $4.34M 0.04% +6,426 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,199 shares; 2024Q4: 11,928 shares; 2025Q1: 5,624 shares; 2025Q2: 4,785 shares; 2025Q3: 4,761 shares; 2025Q4: 4,842 shares; 2026Q1: 5,514 shares; 2026Q2: 6,754 shares 6,754 $4.33M 0.04% +1,240 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,998 shares; 2024Q4: 42,149 shares; 2025Q1: 36,532 shares; 2025Q2: 152,766 shares; 2025Q3: 158,916 shares; 2025Q4: 166,462 shares; 2026Q1: 105,701 shares; 2026Q2: 103,014 shares 103,014 $4.3M 0.04% -2,687 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,475 shares; 2024Q4: 65,500 shares; 2025Q1: 70,534 shares; 2025Q2: 110,385 shares; 2025Q3: 114,970 shares; 2025Q4: 117,240 shares; 2026Q1: 113,081 shares; 2026Q2: 123,679 shares 123,679 $4.22M 0.04% +10,598 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,142 shares; 2025Q3: 5,083 shares; 2025Q4: 5,751 shares; 2026Q1: 6,608 shares; 2026Q2: 42,254 shares 42,254 $4.17M 0.04% +35,646 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,564 shares; 2024Q4: 26,714 shares; 2025Q1: 17,534 shares; 2025Q2: 30,110 shares; 2025Q3: 28,984 shares; 2025Q4: 72,334 shares; 2026Q1: 101,855 shares; 2026Q2: 82,406 shares 82,406 $4.17M 0.04% -19,449 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,834 shares; 2024Q4: 41,703 shares; 2025Q1: 44,869 shares; 2025Q2: 43,285 shares; 2025Q3: 52,589 shares; 2025Q4: 70,658 shares; 2026Q1: 101,624 shares; 2026Q2: 149,697 shares 149,697 $4.15M 0.04% +48,073 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,418 shares 8,418 $4.13M 0.04% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,395 shares; 2024Q4: 244,688 shares; 2025Q1: 263,793 shares; 2025Q2: 272,949 shares; 2025Q3: 267,583 shares; 2025Q4: 252,972 shares; 2026Q1: 231,815 shares; 2026Q2: 66,975 shares 66,975 $4.05M 0.04% -164,840 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,523 shares; 2025Q4: 10,776 shares; 2026Q1: 17,446 shares; 2026Q2: 14,624 shares 14,624 $4.04M 0.04% -2,822 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; 2024Q3: 127,384 shares; 2024Q4: 128,220 shares; 2025Q1: 126,279 shares; 2025Q2: 128,768 shares; 2025Q3: 121,972 shares; 2025Q4: 116,275 shares; 2026Q1: 109,285 shares; 2026Q2: 29,119 shares 29,119 $3.98M 0.04% -80,166 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,793 shares; 2024Q4: 10,592 shares; 2025Q1: 30,227 shares; 2025Q2: 30,507 shares; 2025Q3: 29,037 shares; 2025Q4: 31,788 shares; 2026Q1: 31,522 shares; 2026Q2: 18,213 shares 18,213 $3.94M 0.04% -13,309 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,211 shares; 2024Q4: 46,366 shares; 2025Q1: 71,852 shares; 2025Q2: 61,723 shares; 2025Q3: 71,717 shares; 2025Q4: 62,796 shares; 2026Q1: 65,246 shares; 2026Q2: 77,048 shares 77,048 $3.93M 0.04% +11,802 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares; 2025Q4: 2,446 shares; 2026Q1: 4,178 shares; 2026Q2: 7,692 shares 7,692 $3.89M 0.04% +3,514 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,308 shares; 2024Q4: 85,282 shares; 2025Q1: 143,193 shares; 2025Q2: 142,549 shares; 2025Q3: 144,182 shares; 2025Q4: 141,069 shares; 2026Q1: 129,323 shares; 2026Q2: 159,887 shares 159,887 $3.86M 0.04% +30,564 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,282 shares; 2025Q2: 12,854 shares; 2025Q3: 16,132 shares; 2025Q4: 15,451 shares; 2026Q1: 15,742 shares; 2026Q2: 20,586 shares 20,586 $3.85M 0.04% +4,844 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,412 shares 13,412 $3.82M 0.04% new Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,105 shares; 2024Q4: 90,076 shares; 2025Q1: 89,852 shares; 2025Q2: 89,526 shares; 2025Q3: 183,512 shares; 2025Q4: 186,376 shares; 2026Q1: 181,094 shares; 2026Q2: 126,340 shares 126,340 $3.82M 0.04% -54,754 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,854 shares; 2024Q4: 212,982 shares; 2025Q1: 35,371 shares; 2025Q2: 37,959 shares; 2025Q3: 42,464 shares; 2025Q4: 42,638 shares; 2026Q1: 51,254 shares; 2026Q2: 155,301 shares 155,301 $3.81M 0.04% +104,047 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,968 shares; 2024Q4: 4,443 shares; 2025Q1: 4,356 shares; 2025Q2: 4,312 shares; 2025Q3: 3,883 shares; 2025Q4: 3,902 shares; 2026Q1: 5,315 shares; 2026Q2: 6,002 shares 6,002 $3.81M 0.04% +687 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,269 shares; 2024Q4: 62,118 shares; 2025Q1: 70,427 shares; 2025Q2: 76,910 shares; 2025Q3: 77,837 shares; 2025Q4: 53,919 shares; 2026Q1: 56,478 shares; 2026Q2: 60,060 shares 60,060 $3.74M 0.04% +3,582 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,952 shares; 2025Q2: 33,477 shares; 2025Q3: 43,663 shares; 2025Q4: 50,506 shares; 2026Q1: 56,047 shares; 2026Q2: 67,484 shares 67,484 $3.69M 0.04% +11,437 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,578 shares; 2024Q4: 92,889 shares; 2025Q1: 81,636 shares; 2025Q2: 74,295 shares; 2025Q3: 72,074 shares; 2025Q4: 72,240 shares; 2026Q1: 73,165 shares; 2026Q2: 73,102 shares 73,102 $3.65M 0.04% -63 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,426 shares; 2024Q4: not reported; 2025Q1: 84,729 shares; 2025Q2: 105,355 shares; 2025Q3: 112,504 shares; 2025Q4: 107,893 shares; 2026Q1: 111,433 shares; 2026Q2: 67,338 shares 67,338 $3.64M 0.04% -44,095 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,876 shares; 2024Q4: 3,005 shares; 2025Q1: 6,640 shares; 2025Q2: 6,649 shares; 2025Q3: 6,725 shares; 2025Q4: 6,990 shares; 2026Q1: 7,121 shares; 2026Q2: 7,119 shares 7,119 $3.63M 0.04% -2 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,884 shares; 2024Q4: 8,879 shares; 2025Q1: 7,363 shares; 2025Q2: 7,608 shares; 2025Q3: 7,498 shares; 2025Q4: 7,924 shares; 2026Q1: 8,337 shares; 2026Q2: 22,064 shares 22,064 $3.61M 0.04% +13,727 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,044 shares; 2024Q4: 9,551 shares; 2025Q1: 8,986 shares; 2025Q2: 9,189 shares; 2025Q3: 9,516 shares; 2025Q4: 11,584 shares; 2026Q1: 24,336 shares; 2026Q2: 57,267 shares 57,267 $3.6M 0.04% +32,931 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,373 shares; 2024Q4: 97,671 shares; 2025Q1: 91,903 shares; 2025Q2: 85,352 shares; 2025Q3: 89,033 shares; 2025Q4: 91,589 shares; 2026Q1: 91,103 shares; 2026Q2: 94,130 shares 94,130 $3.6M 0.04% +3,027 Timeline STRN TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,791 shares; 2026Q2: 125,059 shares 125,059 $3.59M 0.04% +83,268 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,338 shares; 2024Q4: 871,112 shares; 2025Q1: 1,585,729 shares; 2025Q2: 57,368 shares; 2025Q3: 79,053 shares; 2025Q4: 1,669,155 shares; 2026Q1: 1,681,168 shares; 2026Q2: 86,949 shares 86,949 $3.57M 0.04% -1,594,219 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,581 shares; 2025Q1: 4,480 shares; 2025Q2: 12,248 shares; 2025Q3: 12,036 shares; 2025Q4: 9,726 shares; 2026Q1: 4,868 shares; 2026Q2: 38,104 shares 38,104 $3.56M 0.04% +33,236 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,377 shares; 2024Q4: 30,148 shares; 2025Q1: 34,492 shares; 2025Q2: 42,297 shares; 2025Q3: 33,845 shares; 2025Q4: 34,579 shares; 2026Q1: 61,197 shares; 2026Q2: 59,363 shares 59,363 $3.5M 0.04% -1,834 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,133 shares; 2024Q4: 37,029 shares; 2025Q1: 62,769 shares; 2025Q2: 67,021 shares; 2025Q3: 75,925 shares; 2025Q4: 89,432 shares; 2026Q1: 165,722 shares; 2026Q2: 152,013 shares 152,013 $3.48M 0.03% -13,709 Timeline FLTW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,873 shares 32,873 $3.47M 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,609 shares; 2025Q2: 4,312 shares; 2025Q3: 4,470 shares; 2025Q4: 4,494 shares; 2026Q1: 4,432 shares; 2026Q2: 4,139 shares 4,139 $3.43M 0.03% -293 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 1,749 shares; 2025Q1: 3,821 shares; 2025Q2: 2,449 shares; 2025Q3: 2,538 shares; 2025Q4: 2,958 shares; 2026Q1: 3,084 shares; 2026Q2: 2,983 shares 2,983 $3.38M 0.03% -101 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,030 shares; 2024Q4: 67,695 shares; 2025Q1: 56,168 shares; 2025Q2: 37,253 shares; 2025Q3: 50,958 shares; 2025Q4: 44,809 shares; 2026Q1: 47,122 shares; 2026Q2: 62,606 shares 62,606 $3.36M 0.03% +15,484 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,009 shares; 2025Q4: 6,077 shares; 2026Q1: 9,285 shares; 2026Q2: 78,500 shares 78,500 $3.35M 0.03% +69,215 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,277 shares; 2024Q4: 6,123 shares; 2025Q1: 6,352 shares; 2025Q2: 188,512 shares; 2025Q3: 18,771 shares; 2025Q4: 20,231 shares; 2026Q1: 25,577 shares; 2026Q2: 32,181 shares 32,181 $3.34M 0.03% +6,604 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,274 shares; 2025Q3: 38,119 shares; 2025Q4: 52,576 shares; 2026Q1: 53,940 shares; 2026Q2: 58,848 shares 58,848 $3.34M 0.03% +4,908 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,995 shares; 2024Q4: 3,473 shares; 2025Q1: not reported; 2025Q2: 3,315 shares; 2025Q3: 3,265 shares; 2025Q4: 3,504 shares; 2026Q1: 2,827 shares; 2026Q2: 11,210 shares 11,210 $3.34M 0.03% +8,383 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,396 shares; 2026Q2: 48,811 shares 48,811 $3.33M 0.03% +3,415 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,768 shares; 2024Q4: 79,528 shares; 2025Q1: 87,317 shares; 2025Q2: 60,551 shares; 2025Q3: 75,968 shares; 2025Q4: 63,197 shares; 2026Q1: 68,189 shares; 2026Q2: 67,245 shares 67,245 $3.31M 0.03% -944 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,762 shares; 2024Q4: 47,473 shares; 2025Q1: 33,221 shares; 2025Q2: 33,634 shares; 2025Q3: 42,276 shares; 2025Q4: 40,896 shares; 2026Q1: 39,691 shares; 2026Q2: 36,431 shares 36,431 $3.31M 0.03% -3,260 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,086 shares; 2024Q4: 32,543 shares; 2025Q1: 29,457 shares; 2025Q2: 28,228 shares; 2025Q3: 26,650 shares; 2025Q4: 26,760 shares; 2026Q1: 22,686 shares; 2026Q2: 22,556 shares 22,556 $3.27M 0.03% -130 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,798 shares; 2025Q2: 4,931 shares; 2025Q3: 5,280 shares; 2025Q4: 6,622 shares; 2026Q1: 4,471 shares; 2026Q2: 5,944 shares 5,944 $3.22M 0.03% +1,473 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 685,962 shares; 2024Q4: 72,040 shares; 2025Q1: 68,276 shares; 2025Q2: 1,896,502 shares; 2025Q3: 86,272 shares; 2025Q4: 100,768 shares; 2026Q1: 100,819 shares; 2026Q2: 90,465 shares 90,465 $3.18M 0.03% -10,354 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,007 shares; 2024Q4: 8,034 shares; 2025Q1: 8,046 shares; 2025Q2: 14,820 shares; 2025Q3: 6,300 shares; 2025Q4: 12,035 shares; 2026Q1: 6,449 shares; 2026Q2: 16,689 shares 16,689 $3.17M 0.03% +10,240 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,963 shares; 2025Q4: 35,064 shares; 2026Q1: not reported; 2026Q2: 51,101 shares 51,101 $3.17M 0.03% new 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; 2024Q3: 78,165 shares; 2024Q4: 929,814 shares; 2025Q1: 1,648,631 shares; 2025Q2: 84,887 shares; 2025Q3: 84,718 shares; 2025Q4: 1,695,601 shares; 2026Q1: 1,707,236 shares; 2026Q2: 78,909 shares 78,909 $3.17M 0.03% -1,628,327 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,393 shares 105,393 $3.17M 0.03% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,154 shares; 2025Q2: 48,399 shares; 2025Q3: 49,561 shares; 2025Q4: 51,833 shares; 2026Q1: 46,970 shares; 2026Q2: 56,888 shares 56,888 $3.16M 0.03% +9,918 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,171 shares; 2024Q4: 2,062 shares; 2025Q1: 2,160 shares; 2025Q2: 2,407 shares; 2025Q3: 2,421 shares; 2025Q4: 2,612 shares; 2026Q1: 2,858 shares; 2026Q2: 14,107 shares 14,107 $3.14M 0.03% +11,249 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,252 shares; 2024Q4: 3,620 shares; 2025Q1: 12,183 shares; 2025Q2: 10,675 shares; 2025Q3: 10,783 shares; 2025Q4: 11,317 shares; 2026Q1: 10,883 shares; 2026Q2: 10,794 shares 10,794 $3.14M 0.03% -89 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,345 shares; 2024Q4: 48,228 shares; 2025Q1: 9,615 shares; 2025Q2: 5,164 shares; 2025Q3: 4,556 shares; 2025Q4: 31,118 shares; 2026Q1: 116,907 shares; 2026Q2: 42,909 shares 42,909 $3.13M 0.03% -73,998 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,030 shares 7,030 $3.13M 0.03% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,630 shares; 2026Q1: 30,352 shares; 2026Q2: 35,277 shares 35,277 $3.12M 0.03% +4,925 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,297 shares; 2026Q2: 4,989 shares 4,989 $3.08M 0.03% -2,308 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,636 shares; 2025Q4: 19,689 shares; 2026Q1: not reported; 2026Q2: 26,726 shares 26,726 $3.07M 0.03% new Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,467 shares; 2024Q4: 22,546 shares; 2025Q1: 19,640 shares; 2025Q2: 18,312 shares; 2025Q3: 19,542 shares; 2025Q4: 20,747 shares; 2026Q1: 21,639 shares; 2026Q2: 23,106 shares 23,106 $3.07M 0.03% +1,467 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,260 shares 68,260 $3.06M 0.03% new Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574,146 shares; 2024Q4: 39,924 shares; 2025Q1: 36,896 shares; 2025Q2: 34,975 shares; 2025Q3: 1,633,596 shares; 2025Q4: 85,394 shares; 2026Q1: 82,891 shares; 2026Q2: 75,085 shares 75,085 $3.06M 0.03% -7,806 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,119 shares 100,119 $3.05M 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,908 shares; 2024Q4: 51,724 shares; 2025Q1: 63,371 shares; 2025Q2: 57,287 shares; 2025Q3: 57,451 shares; 2025Q4: 58,257 shares; 2026Q1: 63,200 shares; 2026Q2: 65,337 shares 65,337 $3.05M 0.03% +2,137 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 899 shares; 2026Q1: 840 shares; 2026Q2: 2,203 shares 2,203 $3.05M 0.03% +1,363 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,589 shares; 2024Q4: 69,420 shares; 2025Q1: 72,895 shares; 2025Q2: 88,296 shares; 2025Q3: 31,832 shares; 2025Q4: 36,114 shares; 2026Q1: 30,368 shares; 2026Q2: 29,402 shares 29,402 $3.04M 0.03% -966 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,731 shares; 2026Q2: 10,037 shares 10,037 $3.04M 0.03% -694 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,038 shares; 2024Q4: 86,284 shares; 2025Q1: 86,512 shares; 2025Q2: 83,497 shares; 2025Q3: 83,735 shares; 2025Q4: 58,934 shares; 2026Q1: 55,435 shares; 2026Q2: 58,955 shares 58,955 $3.01M 0.03% +3,520 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,995 shares 16,995 $2.96M 0.03% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,745 shares; 2026Q2: 106,440 shares 106,440 $2.94M 0.03% -1,305 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,173 shares; 2024Q4: 24,642 shares; 2025Q1: 25,120 shares; 2025Q2: 24,926 shares; 2025Q3: 23,936 shares; 2025Q4: 24,516 shares; 2026Q1: 26,285 shares; 2026Q2: 26,423 shares 26,423 $2.92M 0.03% +138 Timeline DDFA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 143,288 shares 143,288 $2.89M 0.03% new Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174,332 shares 174,332 $2.88M 0.03% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,727 shares; 2024Q4: 23,960 shares; 2025Q1: 22,453 shares; 2025Q2: 21,057 shares; 2025Q3: 22,678 shares; 2025Q4: 24,879 shares; 2026Q1: 26,080 shares; 2026Q2: 28,020 shares 28,020 $2.88M 0.03% +1,940 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,148 shares; 2024Q4: 15,887 shares; 2025Q1: 14,699 shares; 2025Q2: 14,466 shares; 2025Q3: 12,971 shares; 2025Q4: 9,621 shares; 2026Q1: 9,379 shares; 2026Q2: 18,355 shares 18,355 $2.83M 0.03% +8,976 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,790 shares; 2024Q4: 114,652 shares; 2025Q1: 118,324 shares; 2025Q2: 113,387 shares; 2025Q3: 87,229 shares; 2025Q4: 82,449 shares; 2026Q1: 99,456 shares; 2026Q2: 120,399 shares 120,399 $2.82M 0.03% +20,943 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,746 shares; 2024Q4: 13,228 shares; 2025Q1: 23,753 shares; 2025Q2: 24,210 shares; 2025Q3: 24,992 shares; 2025Q4: 24,715 shares; 2026Q1: 23,760 shares; 2026Q2: 23,614 shares 23,614 $2.81M 0.03% -146 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,875 shares; 2025Q1: 11,729 shares; 2025Q2: 11,193 shares; 2025Q3: 11,785 shares; 2025Q4: 11,894 shares; 2026Q1: 10,534 shares; 2026Q2: 11,728 shares 11,728 $2.8M 0.03% +1,194 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,259 shares; 2025Q3: 2,350 shares; 2025Q4: 2,062 shares; 2026Q1: 2,041 shares; 2026Q2: 19,559 shares 19,559 $2.8M 0.03% +17,518 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,521 shares 30,521 $2.79M 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,127 shares; 2024Q4: 20,564 shares; 2025Q1: 19,516 shares; 2025Q2: 20,130 shares; 2025Q3: 19,688 shares; 2025Q4: 18,294 shares; 2026Q1: 17,140 shares; 2026Q2: 16,449 shares 16,449 $2.78M 0.03% -691 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,304 shares; 2024Q4: 4,032 shares; 2025Q1: 4,273 shares; 2025Q2: 3,452 shares; 2025Q3: 17,696 shares; 2025Q4: 21,040 shares; 2026Q1: 11,531 shares; 2026Q2: 11,442 shares 11,442 $2.77M 0.03% -89 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,409 shares; 2024Q4: 34,122 shares; 2025Q1: 40,281 shares; 2025Q2: 104,156 shares; 2025Q3: 131,974 shares; 2025Q4: 113,951 shares; 2026Q1: 58,699 shares; 2026Q2: 21,643 shares 21,643 $2.77M 0.03% -37,056 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,325 shares; 2025Q2: 14,129 shares; 2025Q3: 23,717 shares; 2025Q4: 43,225 shares; 2026Q1: 46,293 shares; 2026Q2: 52,049 shares 52,049 $2.76M 0.03% +5,756 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,530 shares; 2025Q1: 43,552 shares; 2025Q2: 62,875 shares; 2025Q3: 72,309 shares; 2025Q4: 78,212 shares; 2026Q1: 87,090 shares; 2026Q2: 93,210 shares 93,210 $2.74M 0.03% +6,120 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,004 shares; 2025Q1: 57,903 shares; 2025Q2: 74,414 shares; 2025Q3: 71,730 shares; 2025Q4: 60,162 shares; 2026Q1: 414,867 shares; 2026Q2: 106,879 shares 106,879 $2.7M 0.03% -307,988 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,562 shares; 2024Q4: 10,091 shares; 2025Q1: 9,981 shares; 2025Q2: 10,920 shares; 2025Q3: 10,524 shares; 2025Q4: 10,165 shares; 2026Q1: 10,339 shares; 2026Q2: 11,023 shares 11,023 $2.67M 0.03% +684 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,187 shares; 2024Q4: 19,901 shares; 2025Q1: 18,494 shares; 2025Q2: 15,324 shares; 2025Q3: 19,967 shares; 2025Q4: 20,565 shares; 2026Q1: 21,942 shares; 2026Q2: 24,535 shares 24,535 $2.65M 0.03% +2,593 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,365 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,943 shares; 2025Q3: 27,905 shares; 2025Q4: 33,502 shares; 2026Q1: 52,763 shares; 2026Q2: 63,390 shares 63,390 $2.65M 0.03% +10,627 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares; 2026Q1: 1,447 shares; 2026Q2: 6,698 shares 6,698 $2.64M 0.03% +5,251 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares; 2026Q2: 1,162 shares 1,162 $2.64M 0.03% +711 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,781 shares; 2024Q4: 14,975 shares; 2025Q1: 25,610 shares; 2025Q2: 25,565 shares; 2025Q3: 26,555 shares; 2025Q4: 25,849 shares; 2026Q1: 24,385 shares; 2026Q2: 24,206 shares 24,206 $2.64M 0.03% -179 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,549 shares; 2024Q4: 14,245 shares; 2025Q1: 25,121 shares; 2025Q2: 25,431 shares; 2025Q3: 25,417 shares; 2025Q4: 25,226 shares; 2026Q1: 23,770 shares; 2026Q2: 23,439 shares 23,439 $2.63M 0.03% -331 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,094 shares; 2024Q4: 8,122 shares; 2025Q1: 7,356 shares; 2025Q2: 8,774 shares; 2025Q3: 8,930 shares; 2025Q4: 11,529 shares; 2026Q1: 12,274 shares; 2026Q2: 13,402 shares 13,402 $2.62M 0.03% +1,128 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,900 shares; 2024Q4: 38,998 shares; 2025Q1: 37,906 shares; 2025Q2: 36,411 shares; 2025Q3: 39,948 shares; 2025Q4: 43,297 shares; 2026Q1: 50,978 shares; 2026Q2: 55,158 shares 55,158 $2.62M 0.03% +4,180 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,908 shares; 2024Q4: 14,813 shares; 2025Q1: 17,024 shares; 2025Q2: 18,273 shares; 2025Q3: 18,766 shares; 2025Q4: 20,153 shares; 2026Q1: 22,017 shares; 2026Q2: 22,268 shares 22,268 $2.61M 0.03% +251 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,962 shares; 2024Q4: 19,601 shares; 2025Q1: 30,110 shares; 2025Q2: 29,591 shares; 2025Q3: 29,144 shares; 2025Q4: 29,010 shares; 2026Q1: 27,535 shares; 2026Q2: 27,491 shares 27,491 $2.61M 0.03% -44 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,086 shares; 2024Q4: 15,560 shares; 2025Q1: 15,447 shares; 2025Q2: 15,637 shares; 2025Q3: 17,264 shares; 2025Q4: 91,158 shares; 2026Q1: 97,229 shares; 2026Q2: 26,196 shares 26,196 $2.6M 0.03% -71,033 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,717 shares; 2025Q3: 29,916 shares; 2025Q4: 38,309 shares; 2026Q1: 57,172 shares; 2026Q2: 66,777 shares 66,777 $2.59M 0.03% +9,605 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; 2024Q3: 53,354 shares; 2024Q4: 50,600 shares; 2025Q1: 45,926 shares; 2025Q2: 42,337 shares; 2025Q3: 46,011 shares; 2025Q4: 78,661 shares; 2026Q1: 80,612 shares; 2026Q2: 91,644 shares 91,644 $2.56M 0.03% +11,032 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,344 shares; 2024Q4: 2,566 shares; 2025Q1: 2,980 shares; 2025Q2: 2,764 shares; 2025Q3: 3,158 shares; 2025Q4: 6,450 shares; 2026Q1: 10,898 shares; 2026Q2: 14,116 shares 14,116 $2.56M 0.03% +3,218 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,016 shares; 2026Q2: 54,804 shares 54,804 $2.55M 0.03% +49,788 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,039 shares; 2024Q4: 82,389 shares; 2025Q1: 79,553 shares; 2025Q2: 75,265 shares; 2025Q3: 82,647 shares; 2025Q4: 90,393 shares; 2026Q1: 92,728 shares; 2026Q2: 101,925 shares 101,925 $2.55M 0.03% +9,197 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,083 shares; 2024Q4: 2,671 shares; 2025Q1: 3,062 shares; 2025Q2: 15,551 shares; 2025Q3: 15,160 shares; 2025Q4: 11,694 shares; 2026Q1: 2,930 shares; 2026Q2: 16,038 shares 16,038 $2.54M 0.03% +13,108 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,107 shares; 2026Q1: 1,191 shares; 2026Q2: 5,963 shares 5,963 $2.54M 0.03% +4,772 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,373 shares; 2024Q4: 69,332 shares; 2025Q1: 37,634 shares; 2025Q2: 35,857 shares; 2025Q3: 15,856 shares; 2025Q4: 15,233 shares; 2026Q1: 10,044 shares; 2026Q2: 10,047 shares 10,047 $2.53M 0.03% +3 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; 2024Q3: 16,687 shares; 2024Q4: 19,414 shares; 2025Q1: 19,304 shares; 2025Q2: 89,497 shares; 2025Q3: 74,182 shares; 2025Q4: 66,679 shares; 2026Q1: 66,593 shares; 2026Q2: 56,108 shares 56,108 $2.53M 0.03% -10,485 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,366 shares; 2024Q4: 19,455 shares; 2025Q1: 118,439 shares; 2025Q2: 125,137 shares; 2025Q3: 142,888 shares; 2025Q4: 158,730 shares; 2026Q1: 159,919 shares; 2026Q2: 27,446 shares 27,446 $2.52M 0.03% -132,473 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,621 shares; 2024Q4: 128,233 shares; 2025Q1: 126,201 shares; 2025Q2: 124,216 shares; 2025Q3: 121,543 shares; 2025Q4: 40,506 shares; 2026Q1: 38,378 shares; 2026Q2: 55,085 shares 55,085 $2.51M 0.03% +16,707 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,190 shares 11,190 $2.51M 0.03% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,021 shares; 2024Q4: 85,199 shares; 2025Q1: 88,171 shares; 2025Q2: 90,844 shares; 2025Q3: 93,106 shares; 2025Q4: 99,028 shares; 2026Q1: 98,443 shares; 2026Q2: 22,386 shares 22,386 $2.46M 0.02% -76,057 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,855 shares; 2025Q2: 132,192 shares; 2025Q3: 140,643 shares; 2025Q4: 140,091 shares; 2026Q1: 104,987 shares; 2026Q2: 132,215 shares 132,215 $2.43M 0.02% +27,228 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,977 shares 10,977 $2.43M 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 3,993 shares; 2025Q1: 3,805 shares; 2025Q2: 3,491 shares; 2025Q3: 2,797 shares; 2025Q4: 2,835 shares; 2026Q1: 3,141 shares; 2026Q2: 7,711 shares 7,711 $2.41M 0.02% +4,570 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,439 shares; 2024Q4: 24,488 shares; 2025Q1: 22,892 shares; 2025Q2: 22,833 shares; 2025Q3: 22,867 shares; 2025Q4: 23,622 shares; 2026Q1: 23,839 shares; 2026Q2: 24,638 shares 24,638 $2.4M 0.02% +799 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,337 shares; 2024Q4: 1,233 shares; 2025Q1: 10,086 shares; 2025Q2: 10,047 shares; 2025Q3: 9,949 shares; 2025Q4: 9,646 shares; 2026Q1: 8,808 shares; 2026Q2: 10,023 shares 10,023 $2.39M 0.02% +1,215 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,082 shares; 2024Q4: 19,758 shares; 2025Q1: 28,412 shares; 2025Q2: 28,524 shares; 2025Q3: 26,351 shares; 2025Q4: 25,417 shares; 2026Q1: 39,095 shares; 2026Q2: 32,086 shares 32,086 $2.39M 0.02% -7,009 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,431 shares; 2025Q3: 28,837 shares; 2025Q4: 33,837 shares; 2026Q1: 52,711 shares; 2026Q2: 63,632 shares 63,632 $2.37M 0.02% +10,921 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,847 shares; 2024Q4: 28,795 shares; 2025Q1: 29,071 shares; 2025Q2: 26,866 shares; 2025Q3: 25,927 shares; 2025Q4: 25,833 shares; 2026Q1: 28,206 shares; 2026Q2: 27,129 shares 27,129 $2.34M 0.02% -1,077 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,154 shares; 2024Q4: 30,947 shares; 2025Q1: 31,121 shares; 2025Q2: 32,110 shares; 2025Q3: 37,130 shares; 2025Q4: 38,601 shares; 2026Q1: 41,564 shares; 2026Q2: 42,824 shares 42,824 $2.34M 0.02% +1,260 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,720 shares; 2024Q4: 52,720 shares; 2025Q1: 52,720 shares; 2025Q2: 52,720 shares; 2025Q3: 52,720 shares; 2025Q4: 47,345 shares; 2026Q1: 47,345 shares; 2026Q2: 47,345 shares 47,345 $2.32M 0.02% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,169 shares; 2024Q4: 79,217 shares; 2025Q1: 77,088 shares; 2025Q2: 73,372 shares; 2025Q3: 81,450 shares; 2025Q4: 88,509 shares; 2026Q1: 91,237 shares; 2026Q2: 100,273 shares 100,273 $2.32M 0.02% +9,036 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; 2024Q3: not reported; 2024Q4: 9,102 shares; 2025Q1: 8,708 shares; 2025Q2: 8,991 shares; 2025Q3: 11,246 shares; 2025Q4: 16,732 shares; 2026Q1: 42,232 shares; 2026Q2: 57,180 shares 57,180 $2.25M 0.02% +14,948 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,150 shares; 2024Q4: 61,306 shares; 2025Q1: 54,561 shares; 2025Q2: 53,539 shares; 2025Q3: 62,102 shares; 2025Q4: 49,004 shares; 2026Q1: 47,782 shares; 2026Q2: 43,577 shares 43,577 $2.21M 0.02% -4,205 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,121 shares; 2025Q1: 41,268 shares; 2025Q2: 49,990 shares; 2025Q3: 47,771 shares; 2025Q4: 47,081 shares; 2026Q1: 40,450 shares; 2026Q2: 42,174 shares 42,174 $2.2M 0.02% +1,724 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,645 shares; 2024Q4: 20,660 shares; 2025Q1: 21,246 shares; 2025Q2: 9,489 shares; 2025Q3: 9,307 shares; 2025Q4: 9,384 shares; 2026Q1: 9,424 shares; 2026Q2: 9,719 shares 9,719 $2.19M 0.02% +295 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,977 shares; 2024Q4: 20,026 shares; 2025Q1: 20,263 shares; 2025Q2: 22,772 shares; 2025Q3: 22,365 shares; 2025Q4: 22,339 shares; 2026Q1: 24,879 shares; 2026Q2: 27,821 shares 27,821 $2.18M 0.02% +2,942 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,231 shares; 2026Q2: 8,066 shares 8,066 $2.16M 0.02% +2,835 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,683 shares; 2024Q4: 13,908 shares; 2025Q1: 11,764 shares; 2025Q2: 17,098 shares; 2025Q3: 19,770 shares; 2025Q4: 14,888 shares; 2026Q1: 14,054 shares; 2026Q2: 14,757 shares 14,757 $2.16M 0.02% +703 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,546 shares; 2024Q4: 5,509 shares; 2025Q1: 5,338 shares; 2025Q2: 5,450 shares; 2025Q3: 5,101 shares; 2025Q4: 5,051 shares; 2026Q1: 4,997 shares; 2026Q2: 6,238 shares 6,238 $2.15M 0.02% +1,241 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,472 shares; 2024Q4: 8,855 shares; 2025Q1: 12,714 shares; 2025Q2: 24,851 shares; 2025Q3: 16,222 shares; 2025Q4: 16,519 shares; 2026Q1: 38,169 shares; 2026Q2: 20,307 shares 20,307 $2.11M 0.02% -17,862 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,251 shares; 2024Q4: 10,944 shares; 2025Q1: 11,841 shares; 2025Q2: 11,720 shares; 2025Q3: 9,443 shares; 2025Q4: 7,776 shares; 2026Q1: 7,793 shares; 2026Q2: 7,051 shares 7,051 $2.11M 0.02% -742 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,439 shares; 2024Q4: 10,498 shares; 2025Q1: 10,769 shares; 2025Q2: 9,775 shares; 2025Q3: 9,769 shares; 2025Q4: 7,275 shares; 2026Q1: 7,513 shares; 2026Q2: 8,674 shares 8,674 $2.06M 0.02% +1,161 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,988 shares; 2024Q4: 13,610 shares; 2025Q1: 12,451 shares; 2025Q2: 11,978 shares; 2025Q3: 12,263 shares; 2025Q4: 12,704 shares; 2026Q1: 12,495 shares; 2026Q2: 12,612 shares 12,612 $2.04M 0.02% +117 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,391 shares; 2024Q4: 35,738 shares; 2025Q1: 40,629 shares; 2025Q2: 42,281 shares; 2025Q3: 43,024 shares; 2025Q4: 52,083 shares; 2026Q1: 80,702 shares; 2026Q2: 85,472 shares 85,472 $2.04M 0.02% +4,770 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,931 shares; 2024Q4: 30,721 shares; 2025Q1: 22,341 shares; 2025Q2: 25,403 shares; 2025Q3: 30,923 shares; 2025Q4: 39,924 shares; 2026Q1: 44,457 shares; 2026Q2: 47,451 shares 47,451 $2.04M 0.02% +2,994 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,744 shares; 2024Q4: 9,125 shares; 2025Q1: 9,196 shares; 2025Q2: 7,758 shares; 2025Q3: 8,824 shares; 2025Q4: 8,584 shares; 2026Q1: 13,691 shares; 2026Q2: 8,572 shares 8,572 $2.04M 0.02% -5,119 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,620 shares; 2024Q4: 10,693 shares; 2025Q1: 11,829 shares; 2025Q2: 12,154 shares; 2025Q3: 17,946 shares; 2025Q4: 16,012 shares; 2026Q1: 15,837 shares; 2026Q2: 25,394 shares 25,394 $2.01M 0.02% +9,557 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,883 shares; 2024Q4: 86,267 shares; 2025Q1: 97,055 shares; 2025Q2: 101,949 shares; 2025Q3: 94,882 shares; 2025Q4: 85,723 shares; 2026Q1: 72,950 shares; 2026Q2: 67,084 shares 67,084 $2.01M 0.02% -5,866 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,142 shares; 2024Q4: 47,360 shares; 2025Q1: 47,412 shares; 2025Q2: 63,220 shares; 2025Q3: 62,514 shares; 2025Q4: 62,811 shares; 2026Q1: 63,413 shares; 2026Q2: 60,330 shares 60,330 $2M 0.02% -3,083 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,991 shares; 2025Q3: 2,353 shares; 2025Q4: 6,620 shares; 2026Q1: 30,903 shares; 2026Q2: 17,165 shares 17,165 $1.99M 0.02% -13,738 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; 2024Q3: 143,924 shares; 2024Q4: 499,559 shares; 2025Q1: 499,833 shares; 2025Q2: 506,401 shares; 2025Q3: 501,587 shares; 2025Q4: 42,226 shares; 2026Q1: 41,021 shares; 2026Q2: 38,337 shares 38,337 $1.99M 0.02% -2,684 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,457 shares; 2024Q4: 31,701 shares; 2025Q1: 33,590 shares; 2025Q2: 33,217 shares; 2025Q3: 34,468 shares; 2025Q4: 34,932 shares; 2026Q1: 38,359 shares; 2026Q2: 37,960 shares 37,960 $1.99M 0.02% -399 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,221 shares; 2025Q2: 12,410 shares; 2025Q3: 11,835 shares; 2025Q4: 12,483 shares; 2026Q1: 60,263 shares; 2026Q2: 11,240 shares 11,240 $1.98M 0.02% -49,023 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,322 shares; 2024Q4: 6,579 shares; 2025Q1: 6,827 shares; 2025Q2: 9,231 shares; 2025Q3: 6,336 shares; 2025Q4: 6,466 shares; 2026Q1: 13,101 shares; 2026Q2: 28,779 shares 28,779 $1.97M 0.02% +15,678 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,485 shares; 2024Q4: 123,471 shares; 2025Q1: 122,609 shares; 2025Q2: 122,994 shares; 2025Q3: 116,514 shares; 2025Q4: 112,312 shares; 2026Q1: 106,470 shares; 2026Q2: 16,792 shares 16,792 $1.96M 0.02% -89,678 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,286 shares; 2024Q4: 103,634 shares; 2025Q1: 21,550 shares; 2025Q2: 20,607 shares; 2025Q3: 26,212 shares; 2025Q4: 23,717 shares; 2026Q1: 21,468 shares; 2026Q2: 21,200 shares 21,200 $1.95M 0.02% -268 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,957 shares; 2024Q4: 30,603 shares; 2025Q1: 21,424 shares; 2025Q2: 24,898 shares; 2025Q3: 30,709 shares; 2025Q4: 40,445 shares; 2026Q1: 44,891 shares; 2026Q2: 47,920 shares 47,920 $1.95M 0.02% +3,029 Timeline