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: not loaded; 2024Q4: not loaded; 2025Q1: 127,685 shares; 2025Q2: 129,434 shares; 2025Q3: 138,091 shares; 2025Q4: 143,955 shares; 2026Q1: 154,810 shares; 2026Q2: 156,904 shares 156,904 $58.1M 6.74% +2,094 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: not loaded; 2024Q4: not loaded; 2025Q1: 272,978 shares; 2025Q2: 268,923 shares; 2025Q3: 244,656 shares; 2025Q4: 261,627 shares; 2026Q1: 224,637 shares; 2026Q2: 219,863 shares 219,863 $44M 5.1% -4,774 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: not loaded; 2024Q4: not loaded; 2025Q1: 59,121 shares; 2025Q2: 61,008 shares; 2025Q3: 64,767 shares; 2025Q4: 66,997 shares; 2026Q1: 70,982 shares; 2026Q2: 447,622 shares 447,622 $38.6M 4.47% +376,640 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: not loaded; 2024Q4: not loaded; 2025Q1: 110,066 shares; 2025Q2: 106,241 shares; 2025Q3: 110,416 shares; 2025Q4: 116,359 shares; 2026Q1: 105,581 shares; 2026Q2: 112,765 shares 112,765 $32.6M 3.79% +7,184 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: not loaded; 2024Q4: not loaded; 2025Q1: 82,082 shares; 2025Q2: 84,971 shares; 2025Q3: 86,510 shares; 2025Q4: 87,214 shares; 2026Q1: 70,364 shares; 2026Q2: 78,159 shares 78,159 $18.6M 2.16% +7,795 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: not loaded; 2024Q4: not loaded; 2025Q1: 53,967 shares; 2025Q2: 58,014 shares; 2025Q3: 51,016 shares; 2025Q4: 61,684 shares; 2026Q1: 54,409 shares; 2026Q2: 44,688 shares 44,688 $16.9M 1.96% -9,721 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: not loaded; 2024Q4: not loaded; 2025Q1: 42,883 shares; 2025Q2: 36,439 shares; 2025Q3: 45,054 shares; 2025Q4: 44,115 shares; 2026Q1: 42,388 shares; 2026Q2: 43,634 shares 43,634 $15.6M 1.81% +1,246 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: not loaded; 2024Q4: not loaded; 2025Q1: 39,328 shares; 2025Q2: 35,310 shares; 2025Q3: 33,592 shares; 2025Q4: 42,697 shares; 2026Q1: 31,831 shares; 2026Q2: 37,768 shares 37,768 $14.1M 1.63% +5,937 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,563 shares; 2025Q2: 4,469 shares; 2025Q3: 3,950 shares; 2025Q4: 4,736 shares; 2026Q1: 10,760 shares; 2026Q2: 9,736 shares 9,736 $11.2M 1.3% -1,024 Timeline AGGH 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 38,608 shares; 2025Q3: 27,856 shares; 2025Q4: 36,636 shares; 2026Q1: 468,796 shares; 2026Q2: 475,325 shares 475,325 $9.59M 1.11% +6,529 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: not loaded; 2024Q4: not loaded; 2025Q1: 211,549 shares; 2025Q2: 135,857 shares; 2025Q3: 129,955 shares; 2025Q4: 127,650 shares; 2026Q1: 164,195 shares; 2026Q2: 171,037 shares 171,037 $8.66M 1.01% +6,842 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409,560 shares; 2026Q2: 417,194 shares 417,194 $8.53M 0.99% +7,634 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: not loaded; 2024Q4: not loaded; 2025Q1: 16,422 shares; 2025Q2: 17,428 shares; 2025Q3: 20,920 shares; 2025Q4: 15,786 shares; 2026Q1: 10,850 shares; 2026Q2: 14,484 shares 14,484 $8.16M 0.95% +3,634 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: not loaded; 2024Q4: not loaded; 2025Q1: 26,081 shares; 2025Q2: 25,141 shares; 2025Q3: 21,839 shares; 2025Q4: 21,855 shares; 2026Q1: 21,956 shares; 2026Q2: 21,756 shares 21,756 $8.01M 0.93% -200 Timeline HFEQ 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 456,860 shares; 2025Q4: 418,804 shares; 2026Q1: 347,112 shares; 2026Q2: 305,300 shares 305,300 $7.51M 0.87% -41,812 Timeline WTLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,227 shares; 2026Q2: 120,583 shares 120,583 $7.21M 0.84% -19,644 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,178 shares; 2025Q2: 23,834 shares; 2025Q3: 24,731 shares; 2025Q4: 26,511 shares; 2026Q1: 22,847 shares; 2026Q2: 19,956 shares 19,956 $7.05M 0.82% -2,891 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,911 shares; 2025Q2: 7,300 shares; 2025Q3: 7,765 shares; 2025Q4: 8,422 shares; 2026Q1: 8,308 shares; 2026Q2: 9,134 shares 9,134 $6.84M 0.79% +826 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158,489 shares; 2026Q2: 197,486 shares 197,486 $6.74M 0.78% +38,997 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351,871 shares; 2025Q4: 261,686 shares; 2026Q1: 259,126 shares; 2026Q2: 229,417 shares 229,417 $6.72M 0.78% -29,709 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 447,056 shares; 2025Q2: 190,688 shares; 2025Q3: 282,927 shares; 2025Q4: 285,366 shares; 2026Q1: 300,924 shares; 2026Q2: 264,920 shares 264,920 $6.57M 0.76% -36,004 Timeline RSST 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157,753 shares; 2026Q2: 198,479 shares 198,479 $6.49M 0.75% +40,726 Timeline HFGM 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 26,934 shares; 2025Q3: 128,892 shares; 2025Q4: 176,896 shares; 2026Q1: 220,925 shares; 2026Q2: 204,511 shares 204,511 $6.25M 0.72% -16,414 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,888 shares; 2025Q2: 10,274 shares; 2025Q3: 6,559 shares; 2025Q4: 7,265 shares; 2026Q1: 4,764 shares; 2026Q2: 7,777 shares 7,777 $5.81M 0.67% +3,013 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 537,051 shares; 2025Q4: 329,796 shares; 2026Q1: 221,158 shares; 2026Q2: 217,793 shares 217,793 $5.78M 0.67% -3,365 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,301 shares; 2025Q2: 12,268 shares; 2025Q3: 13,484 shares; 2025Q4: 14,294 shares; 2026Q1: 14,008 shares; 2026Q2: 78,135 shares 78,135 $5.77M 0.67% +64,127 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228,128 shares; 2025Q4: 234,350 shares; 2026Q1: 115,319 shares; 2026Q2: 115,283 shares 115,283 $5.76M 0.67% -36 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 151,115 shares; 2025Q3: 434,273 shares; 2025Q4: 223,732 shares; 2026Q1: 147,542 shares; 2026Q2: 146,684 shares 146,684 $5.75M 0.67% -858 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,565 shares; 2026Q2: 108,001 shares 108,001 $5.55M 0.64% -4,564 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126,339 shares 126,339 $5.54M 0.64% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,076 shares; 2025Q2: 14,801 shares; 2025Q3: 15,063 shares; 2025Q4: 17,527 shares; 2026Q1: 17,926 shares; 2026Q2: 71,785 shares 71,785 $5.42M 0.63% +53,859 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: not loaded; 2024Q4: not loaded; 2025Q1: 146,001 shares; 2025Q2: 220,542 shares; 2025Q3: 187,270 shares; 2025Q4: 161,509 shares; 2026Q1: 115,491 shares; 2026Q2: 102,226 shares 102,226 $5.18M 0.6% -13,265 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,836 shares; 2025Q4: 148,765 shares; 2026Q1: 125,461 shares; 2026Q2: 123,178 shares 123,178 $5.09M 0.59% -2,283 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,126 shares; 2025Q2: not reported; 2025Q3: 2,321 shares; 2025Q4: 3,086 shares; 2026Q1: 28,041 shares; 2026Q2: 47,845 shares 47,845 $4.89M 0.57% +19,804 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,669 shares; 2026Q1: 94,665 shares; 2026Q2: 81,534 shares 81,534 $4.8M 0.56% -13,131 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 35,827 shares; 2025Q3: 101,307 shares; 2025Q4: 126,086 shares; 2026Q1: 87,303 shares; 2026Q2: 120,463 shares 120,463 $4.55M 0.53% +33,160 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: not loaded; 2024Q4: not loaded; 2025Q1: 37,620 shares; 2025Q2: 38,105 shares; 2025Q3: 145,694 shares; 2025Q4: 106,772 shares; 2026Q1: 27,523 shares; 2026Q2: 84,370 shares 84,370 $4.51M 0.52% +56,847 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 32,062 shares; 2025Q2: 15,825 shares; 2025Q3: 13,676 shares; 2025Q4: 20,696 shares; 2026Q1: 42,483 shares; 2026Q2: 86,227 shares 86,227 $4.33M 0.5% +43,744 Timeline SJCP MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170,911 shares 170,911 $4.27M 0.5% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,450 shares; 2025Q2: 24,069 shares; 2025Q3: 79,828 shares; 2025Q4: 96,635 shares; 2026Q1: 104,131 shares; 2026Q2: 95,901 shares 95,901 $4.19M 0.49% -8,230 Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,186 shares; 2026Q2: 159,117 shares 159,117 $4.11M 0.48% -2,069 Timeline CCNR RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,241 shares; 2026Q2: 109,509 shares 109,509 $4.08M 0.47% -6,732 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,185 shares; 2026Q2: 157,522 shares 157,522 $4.05M 0.47% -4,663 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,551 shares; 2026Q2: 78,275 shares 78,275 $4.01M 0.47% -2,276 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,712 shares; 2025Q2: 4,261 shares; 2025Q3: 2,815 shares; 2025Q4: 3,698 shares; 2026Q1: 3,033 shares; 2026Q2: 3,111 shares 3,111 $3.73M 0.43% +78 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: not loaded; 2024Q4: not loaded; 2025Q1: 29,055 shares; 2025Q2: 33,573 shares; 2025Q3: 37,100 shares; 2025Q4: 36,924 shares; 2026Q1: 43,181 shares; 2026Q2: 43,253 shares 43,253 $3.7M 0.43% +72 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,547 shares; 2025Q2: 18,983 shares; 2025Q3: 19,065 shares; 2025Q4: 172,564 shares; 2026Q1: 21,501 shares; 2026Q2: 33,877 shares 33,877 $3.69M 0.43% +12,376 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 1,913 shares; 2025Q4: 2,828 shares; 2026Q1: 2,785 shares; 2026Q2: 3,116 shares 3,116 $3.66M 0.42% +331 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: not loaded; 2024Q4: not loaded; 2025Q1: 46,902 shares; 2025Q2: 48,809 shares; 2025Q3: 48,523 shares; 2025Q4: 59,591 shares; 2026Q1: 63,545 shares; 2026Q2: 52,186 shares 52,186 $3.55M 0.41% -11,359 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,571 shares; 2026Q1: 22,461 shares; 2026Q2: 41,564 shares 41,564 $3.55M 0.41% +19,103 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,685 shares; 2025Q2: 4,782 shares; 2025Q3: 4,073 shares; 2025Q4: 3,426 shares; 2026Q1: 3,430 shares; 2026Q2: 29,380 shares 29,380 $3.51M 0.41% +25,950 Timeline CAIQ 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122,314 shares 122,314 $3.28M 0.38% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,608 shares; 2025Q2: 3,034 shares; 2025Q3: 3,205 shares; 2025Q4: 3,164 shares; 2026Q1: 2,873 shares; 2026Q2: 3,069 shares 3,069 $3.27M 0.38% +196 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,048 shares; 2025Q2: 4,575 shares; 2025Q3: 4,386 shares; 2025Q4: 4,998 shares; 2026Q1: 4,327 shares; 2026Q2: 4,427 shares 4,427 $3.26M 0.38% +100 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: not loaded; 2024Q4: not loaded; 2025Q1: 33,548 shares; 2025Q2: 47,540 shares; 2025Q3: 47,610 shares; 2025Q4: 46,176 shares; 2026Q1: 48,615 shares; 2026Q2: 41,597 shares 41,597 $3.18M 0.37% -7,018 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,376 shares; 2026Q2: 69,241 shares 69,241 $3.15M 0.37% -9,135 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: not loaded; 2024Q4: not loaded; 2025Q1: 12,592 shares; 2025Q2: 11,810 shares; 2025Q3: 11,384 shares; 2025Q4: 11,340 shares; 2026Q1: 11,278 shares; 2026Q2: 10,262 shares 10,262 $3.11M 0.36% -1,016 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,984 shares; 2025Q2: 11,235 shares; 2025Q3: 10,208 shares; 2025Q4: 11,648 shares; 2026Q1: 11,824 shares; 2026Q2: 13,634 shares 13,634 $3.1M 0.36% +1,810 Timeline AFMC 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 loaded; 2024Q4: not loaded; 2025Q1: 64,854 shares; 2025Q2: 40,119 shares; 2025Q3: 66,786 shares; 2025Q4: 65,522 shares; 2026Q1: 85,196 shares; 2026Q2: 75,414 shares 75,414 $3.09M 0.36% -9,782 Timeline CSIO COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,213 shares 108,213 $3.09M 0.36% new Timeline BKGI 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,041 shares 68,041 $3.06M 0.36% new Timeline QMOM 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,119 shares; 2025Q4: 33,644 shares; 2026Q1: 43,954 shares; 2026Q2: 38,672 shares 38,672 $3.04M 0.35% -5,282 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,811 shares; 2025Q2: 7,203 shares; 2025Q3: 6,709 shares; 2025Q4: 4,995 shares; 2026Q1: 3,651 shares; 2026Q2: 5,126 shares 5,126 $2.98M 0.35% +1,475 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: not loaded; 2024Q4: not loaded; 2025Q1: 54,907 shares; 2025Q2: 65,611 shares; 2025Q3: 46,029 shares; 2025Q4: 40,003 shares; 2026Q1: 33,287 shares; 2026Q2: 33,770 shares 33,770 $2.97M 0.34% +483 Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,678 shares; 2026Q2: 66,735 shares 66,735 $2.94M 0.34% -36,943 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: not loaded; 2024Q4: not loaded; 2025Q1: 23,873 shares; 2025Q2: 26,303 shares; 2025Q3: 22,686 shares; 2025Q4: 24,334 shares; 2026Q1: 24,575 shares; 2026Q2: 24,732 shares 24,732 $2.94M 0.34% +157 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,598 shares; 2026Q2: 33,090 shares 33,090 $2.93M 0.34% -4,508 Timeline TILL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,996 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254,329 shares; 2026Q2: 169,045 shares 169,045 $2.92M 0.34% -85,284 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,872 shares; 2025Q2: 25,131 shares; 2025Q3: 59,711 shares; 2025Q4: 61,305 shares; 2026Q1: 45,213 shares; 2026Q2: 37,538 shares 37,538 $2.89M 0.34% -7,675 Timeline SPYT 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 loaded; 2024Q4: not loaded; 2025Q1: 19,807 shares; 2025Q2: 30,612 shares; 2025Q3: 77,499 shares; 2025Q4: 118,180 shares; 2026Q1: 202,906 shares; 2026Q2: 162,827 shares 162,827 $2.86M 0.33% -40,079 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,691 shares; 2025Q2: 3,080 shares; 2025Q3: 3,206 shares; 2025Q4: 3,561 shares; 2026Q1: 3,021 shares; 2026Q2: 3,700 shares 3,700 $2.82M 0.33% +679 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,915 shares; 2025Q2: 72,904 shares; 2025Q3: 165,205 shares; 2025Q4: 103,336 shares; 2026Q1: 124,417 shares; 2026Q2: 107,948 shares 107,948 $2.8M 0.32% -16,469 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: not loaded; 2024Q4: not loaded; 2025Q1: 9,946 shares; 2025Q2: 14,467 shares; 2025Q3: 7,371 shares; 2025Q4: 8,730 shares; 2026Q1: 6,071 shares; 2026Q2: 6,488 shares 6,488 $2.73M 0.32% +417 Timeline GBUG SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,305 shares; 2025Q4: 69,851 shares; 2026Q1: 72,271 shares; 2026Q2: 67,088 shares 67,088 $2.62M 0.3% -5,183 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: not loaded; 2024Q4: not loaded; 2025Q1: 19,099 shares; 2025Q2: 18,915 shares; 2025Q3: 26,700 shares; 2025Q4: 26,993 shares; 2026Q1: 29,006 shares; 2026Q2: 35,426 shares 35,426 $2.6M 0.3% +6,420 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,945 shares; 2025Q4: 70,440 shares; 2026Q1: 111,070 shares; 2026Q2: 101,273 shares 101,273 $2.59M 0.3% -9,797 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: not loaded; 2024Q4: not loaded; 2025Q1: 19,664 shares; 2025Q2: 21,183 shares; 2025Q3: 20,426 shares; 2025Q4: 17,078 shares; 2026Q1: 15,868 shares; 2026Q2: 11,698 shares 11,698 $2.57M 0.3% -4,170 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,480 shares; 2025Q2: 3,794 shares; 2025Q3: 6,089 shares; 2025Q4: 7,162 shares; 2026Q1: 5,541 shares; 2026Q2: 5,351 shares 5,351 $2.56M 0.3% -190 Timeline DRKY TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 390,409 shares; 2026Q2: 122,440 shares 122,440 $2.54M 0.29% -267,969 Timeline WDIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,845 shares 58,845 $2.51M 0.29% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,944 shares; 2025Q2: 8,523 shares; 2025Q3: 8,739 shares; 2025Q4: 7,975 shares; 2026Q1: 6,613 shares; 2026Q2: 7,367 shares 7,367 $2.51M 0.29% +754 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,462 shares; 2025Q4: 33,333 shares; 2026Q1: 60,222 shares; 2026Q2: 56,252 shares 56,252 $2.43M 0.28% -3,970 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,671 shares; 2026Q1: 8,420 shares; 2026Q2: 16,871 shares 16,871 $2.36M 0.27% +8,451 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: not loaded; 2024Q4: not loaded; 2025Q1: 11,951 shares; 2025Q2: 9,715 shares; 2025Q3: 10,645 shares; 2025Q4: 10,869 shares; 2026Q1: 25,782 shares; 2026Q2: 24,739 shares 24,739 $2.34M 0.27% -1,043 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,962 shares; 2025Q2: 3,680 shares; 2025Q3: 5,942 shares; 2025Q4: 4,769 shares; 2026Q1: 3,915 shares; 2026Q2: 4,594 shares 4,594 $2.3M 0.27% +679 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,757 shares; 2025Q2: 4,815 shares; 2025Q3: 5,636 shares; 2025Q4: 7,596 shares; 2026Q1: 8,263 shares; 2026Q2: 6,381 shares 6,381 $2.19M 0.25% -1,882 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,734 shares 14,734 $2.15M 0.25% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,812 shares; 2025Q2: 35,983 shares; 2025Q3: 42,617 shares; 2025Q4: 42,318 shares; 2026Q1: 53,710 shares; 2026Q2: 61,889 shares 61,889 $2.12M 0.25% +8,179 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 232,406 shares; 2025Q2: 121,584 shares; 2025Q3: 69,573 shares; 2025Q4: 88,676 shares; 2026Q1: 11,789 shares; 2026Q2: 12,992 shares 12,992 $2.1M 0.24% +1,203 Timeline XXV 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,881 shares; 2026Q2: 86,497 shares 86,497 $2.05M 0.24% +16,616 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: not loaded; 2024Q4: not loaded; 2025Q1: 22,496 shares; 2025Q2: 30,788 shares; 2025Q3: 32,155 shares; 2025Q4: 36,572 shares; 2026Q1: 39,126 shares; 2026Q2: 39,474 shares 39,474 $2.04M 0.24% +348 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,446 shares; 2025Q2: 2,237 shares; 2025Q3: 5,576 shares; 2025Q4: 6,172 shares; 2026Q1: 2,746 shares; 2026Q2: 8,092 shares 8,092 $2.04M 0.24% +5,346 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,084 shares; 2025Q2: 11,102 shares; 2025Q3: 9,438 shares; 2025Q4: 12,222 shares; 2026Q1: 12,016 shares; 2026Q2: 14,686 shares 14,686 $2.01M 0.23% +2,670 Timeline XBAP 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 loaded; 2024Q4: not loaded; 2025Q1: 35,647 shares; 2025Q2: 42,548 shares; 2025Q3: 43,397 shares; 2025Q4: 43,492 shares; 2026Q1: 45,014 shares; 2026Q2: 47,654 shares 47,654 $2M 0.23% +2,640 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 869 shares; 2025Q4: 969 shares; 2026Q1: 1,104 shares; 2026Q2: 1,004 shares 1,004 $2M 0.23% -100 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,586 shares; 2025Q2: 3,177 shares; 2025Q3: 2,426 shares; 2025Q4: 2,421 shares; 2026Q1: 9,274 shares; 2026Q2: 2,744 shares 2,744 $1.98M 0.23% -6,530 Timeline XBJA 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 loaded; 2024Q4: not loaded; 2025Q1: 45,219 shares; 2025Q2: 50,782 shares; 2025Q3: 51,931 shares; 2025Q4: 52,242 shares; 2026Q1: 54,179 shares; 2026Q2: 57,625 shares 57,625 $1.95M 0.23% +3,446 Timeline XBJL 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 loaded; 2024Q4: not loaded; 2025Q1: 38,079 shares; 2025Q2: 42,674 shares; 2025Q3: 43,611 shares; 2025Q4: 43,809 shares; 2026Q1: 45,395 shares; 2026Q2: 48,192 shares 48,192 $1.93M 0.22% +2,797 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 43,520 shares; 2025Q2: 27,360 shares; 2025Q3: 27,360 shares; 2025Q4: 26,911 shares; 2026Q1: 24,101 shares; 2026Q2: 21,117 shares 21,117 $1.93M 0.22% -2,984 Timeline XBOC 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 loaded; 2024Q4: not loaded; 2025Q1: 40,831 shares; 2025Q2: 46,128 shares; 2025Q3: 47,241 shares; 2025Q4: 48,427 shares; 2026Q1: 50,304 shares; 2026Q2: 53,564 shares 53,564 $1.9M 0.22% +3,260 Timeline ACKY TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 403,833 shares; 2026Q2: 109,530 shares 109,530 $1.9M 0.22% -294,303 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: not loaded; 2024Q4: not loaded; 2025Q1: 11,107 shares; 2025Q2: 10,021 shares; 2025Q3: 9,677 shares; 2025Q4: 8,381 shares; 2026Q1: 6,701 shares; 2026Q2: 15,207 shares 15,207 $1.89M 0.22% +8,506 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,752 shares; 2026Q2: 96,166 shares 96,166 $1.77M 0.21% +1,414 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: not loaded; 2024Q4: not loaded; 2025Q1: 74,045 shares; 2025Q2: 43,337 shares; 2025Q3: 49,579 shares; 2025Q4: 50,745 shares; 2026Q1: 88,349 shares; 2026Q2: 75,785 shares 75,785 $1.75M 0.2% -12,564 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,564 shares; 2026Q1: 30,421 shares; 2026Q2: 35,065 shares 35,065 $1.75M 0.2% +4,644 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 64,356 shares; 2025Q2: 57,265 shares; 2025Q3: 46,744 shares; 2025Q4: 46,052 shares; 2026Q1: 49,242 shares; 2026Q2: 50,203 shares 50,203 $1.7M 0.2% +961 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,143 shares; 2025Q2: 3,680 shares; 2025Q3: 2,635 shares; 2025Q4: 2,972 shares; 2026Q1: 2,771 shares; 2026Q2: 1,808 shares 1,808 $1.69M 0.2% -963 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 27,701 shares; 2025Q2: 27,265 shares; 2025Q3: 27,265 shares; 2025Q4: 27,265 shares; 2026Q1: 27,265 shares; 2026Q2: 27,265 shares 27,265 $1.68M 0.2% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 22,866 shares; 2025Q2: 19,031 shares; 2025Q3: 20,286 shares; 2025Q4: 22,127 shares; 2026Q1: 83,897 shares; 2026Q2: 73,705 shares 73,705 $1.68M 0.19% -10,192 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: not loaded; 2024Q4: not loaded; 2025Q1: 31,370 shares; 2025Q2: 18,220 shares; 2025Q3: 19,749 shares; 2025Q4: 21,913 shares; 2026Q1: 41,313 shares; 2026Q2: 36,088 shares 36,088 $1.67M 0.19% -5,225 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 63,707 shares; 2025Q2: 58,611 shares; 2025Q3: 55,948 shares; 2025Q4: 55,672 shares; 2026Q1: 55,366 shares; 2026Q2: 57,040 shares 57,040 $1.65M 0.19% +1,674 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 38,205 shares; 2025Q2: 25,761 shares; 2025Q3: 29,876 shares; 2025Q4: 29,835 shares; 2026Q1: 37,871 shares; 2026Q2: 35,995 shares 35,995 $1.63M 0.19% -1,876 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,826 shares; 2025Q2: 1,541 shares; 2025Q3: 1,733 shares; 2025Q4: 1,422 shares; 2026Q1: 2,299 shares; 2026Q2: 2,368 shares 2,368 $1.63M 0.19% +69 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: not loaded; 2024Q4: not loaded; 2025Q1: 9,722 shares; 2025Q2: 7,697 shares; 2025Q3: 6,039 shares; 2025Q4: 5,884 shares; 2026Q1: 5,421 shares; 2026Q2: 8,515 shares 8,515 $1.62M 0.19% +3,094 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 949 shares; 2026Q2: 710 shares 710 $1.61M 0.19% -239 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,406 shares; 2025Q3: 2,446 shares; 2025Q4: 3,536 shares; 2026Q1: 4,402 shares; 2026Q2: 3,707 shares 3,707 $1.61M 0.19% -695 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: not loaded; 2024Q4: not loaded; 2025Q1: 41,117 shares; 2025Q2: 21,232 shares; 2025Q3: 12,747 shares; 2025Q4: 12,205 shares; 2026Q1: 12,481 shares; 2026Q2: 28,054 shares 28,054 $1.6M 0.19% +15,573 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,280 shares; 2025Q2: 6,158 shares; 2025Q3: 6,085 shares; 2025Q4: 6,034 shares; 2026Q1: 5,886 shares; 2026Q2: 5,731 shares 5,731 $1.6M 0.19% -155 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,616 shares; 2026Q1: 32,016 shares; 2026Q2: 32,259 shares 32,259 $1.59M 0.18% +243 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,525 shares; 2026Q2: 44,791 shares 44,791 $1.56M 0.18% +1,266 Timeline HYBI 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 loaded; 2024Q4: not loaded; 2025Q1: 5,404 shares; 2025Q2: 12,905 shares; 2025Q3: 16,963 shares; 2025Q4: 22,486 shares; 2026Q1: 34,449 shares; 2026Q2: 30,762 shares 30,762 $1.51M 0.18% -3,687 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: not loaded; 2024Q4: not loaded; 2025Q1: 22,242 shares; 2025Q2: 36,877 shares; 2025Q3: 28,950 shares; 2025Q4: 20,633 shares; 2026Q1: 11,530 shares; 2026Q2: 13,312 shares 13,312 $1.51M 0.17% +1,782 Timeline XV 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,295 shares; 2025Q4: 42,911 shares; 2026Q1: 67,700 shares; 2026Q2: 60,380 shares 60,380 $1.5M 0.17% -7,320 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,700 shares; 2026Q1: 114,700 shares; 2026Q2: 114,700 shares 114,700 $1.48M 0.17% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,938 shares; 2025Q2: 9,554 shares; 2025Q3: 9,752 shares; 2025Q4: 5,131 shares; 2026Q1: 3,655 shares; 2026Q2: 4,522 shares 4,522 $1.48M 0.17% +867 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,788 shares; 2026Q1: 13,888 shares; 2026Q2: 11,617 shares 11,617 $1.48M 0.17% -2,271 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,706 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares; 2026Q2: 1,950 shares 1,950 $1.48M 0.17% +15 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: not loaded; 2024Q4: not loaded; 2025Q1: 27,986 shares; 2025Q2: 34,958 shares; 2025Q3: 36,242 shares; 2025Q4: 35,025 shares; 2026Q1: 25,606 shares; 2026Q2: 25,571 shares 25,571 $1.47M 0.17% -35 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,613 shares; 2025Q2: 1,242 shares; 2025Q3: 1,228 shares; 2025Q4: 1,223 shares; 2026Q1: 1,223 shares; 2026Q2: 2,283 shares 2,283 $1.45M 0.17% +1,060 Timeline QQQS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,282 shares; 2026Q2: 31,632 shares 31,632 $1.41M 0.16% -7,650 Timeline IWMI 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,083 shares; 2025Q3: 14,943 shares; 2025Q4: 34,943 shares; 2026Q1: 30,093 shares; 2026Q2: 26,256 shares 26,256 $1.41M 0.16% -3,837 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,182 shares; 2026Q1: 24,069 shares; 2026Q2: 20,034 shares 20,034 $1.4M 0.16% -4,035 Timeline MMSC 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 loaded; 2024Q4: not loaded; 2025Q1: 77,081 shares; 2025Q2: 15,932 shares; 2025Q3: not reported; 2025Q4: 39,965 shares; 2026Q1: 55,017 shares; 2026Q2: 47,338 shares 47,338 $1.4M 0.16% -7,679 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: not loaded; 2024Q4: not loaded; 2025Q1: 32,593 shares; 2025Q2: 31,252 shares; 2025Q3: 10,394 shares; 2025Q4: 10,376 shares; 2026Q1: 9,934 shares; 2026Q2: 10,153 shares 10,153 $1.4M 0.16% +219 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,805 shares; 2025Q2: 5,359 shares; 2025Q3: 5,551 shares; 2025Q4: 5,947 shares; 2026Q1: 6,502 shares; 2026Q2: 5,702 shares 5,702 $1.38M 0.16% -800 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: not loaded; 2024Q4: not loaded; 2025Q1: 12,271 shares; 2025Q2: 17,945 shares; 2025Q3: 27,576 shares; 2025Q4: 33,812 shares; 2026Q1: 37,113 shares; 2026Q2: 38,350 shares 38,350 $1.38M 0.16% +1,237 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,239 shares; 2025Q2: 10,442 shares; 2025Q3: 42,456 shares; 2025Q4: 11,419 shares; 2026Q1: 6,497 shares; 2026Q2: 7,402 shares 7,402 $1.37M 0.16% +905 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: not loaded; 2024Q4: not loaded; 2025Q1: 28,518 shares; 2025Q2: 28,286 shares; 2025Q3: 27,992 shares; 2025Q4: 27,187 shares; 2026Q1: 27,650 shares; 2026Q2: 26,692 shares 26,692 $1.36M 0.16% -958 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,865 shares; 2025Q4: 2,636 shares; 2026Q1: 11,131 shares; 2026Q2: 7,681 shares 7,681 $1.35M 0.16% -3,450 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 12,147 shares; 2025Q3: 12,490 shares; 2025Q4: 32,698 shares; 2026Q1: 33,785 shares; 2026Q2: 25,510 shares 25,510 $1.34M 0.16% -8,275 Timeline PCR 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,447 shares; 2025Q4: 45,229 shares; 2026Q1: 75,514 shares; 2026Q2: 68,666 shares 68,666 $1.34M 0.16% -6,848 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: not loaded; 2024Q4: not loaded; 2025Q1: 21,588 shares; 2025Q2: 35,042 shares; 2025Q3: 35,660 shares; 2025Q4: 36,099 shares; 2026Q1: 12,490 shares; 2026Q2: 24,839 shares 24,839 $1.33M 0.15% +12,349 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: not loaded; 2024Q4: not loaded; 2025Q1: 39,015 shares; 2025Q2: 37,134 shares; 2025Q3: 40,568 shares; 2025Q4: 59,805 shares; 2026Q1: 41,296 shares; 2026Q2: 43,309 shares 43,309 $1.31M 0.15% +2,013 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,324 shares; 2025Q2: 19,272 shares; 2025Q3: 18,976 shares; 2025Q4: 18,669 shares; 2026Q1: 15,156 shares; 2026Q2: 11,925 shares 11,925 $1.3M 0.15% -3,231 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,266 shares; 2025Q2: 5,098 shares; 2025Q3: 25,921 shares; 2025Q4: 3,992 shares; 2026Q1: 3,684 shares; 2026Q2: 4,367 shares 4,367 $1.3M 0.15% +683 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,408 shares; 2025Q2: 4,372 shares; 2025Q3: 4,460 shares; 2025Q4: 4,310 shares; 2026Q1: 3,536 shares; 2026Q2: 3,684 shares 3,684 $1.3M 0.15% +148 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,912 shares; 2025Q2: 20,367 shares; 2025Q3: 20,449 shares; 2025Q4: 31,206 shares; 2026Q1: 33,164 shares; 2026Q2: 33,349 shares 33,349 $1.27M 0.15% +185 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 38,117 shares; 2025Q2: 73,451 shares; 2025Q3: 84,964 shares; 2025Q4: 97,292 shares; 2026Q1: 126,720 shares; 2026Q2: 178,384 shares 178,384 $1.26M 0.15% +51,664 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,987 shares; 2025Q3: 1,994 shares; 2025Q4: 1,987 shares; 2026Q1: 3,649 shares; 2026Q2: 4,841 shares 4,841 $1.26M 0.15% +1,192 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,951 shares; 2025Q2: 5,662 shares; 2025Q3: 5,288 shares; 2025Q4: 10,535 shares; 2026Q1: 9,468 shares; 2026Q2: 6,594 shares 6,594 $1.26M 0.15% -2,874 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares; 2026Q2: 1,284 shares 1,284 $1.24M 0.14% -180 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 6,519 shares; 2026Q2: 6,535 shares 6,535 $1.24M 0.14% +16 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,569 shares; 2026Q1: 15,993 shares; 2026Q2: 12,990 shares 12,990 $1.24M 0.14% -3,003 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 loaded; 2024Q4: not loaded; 2025Q1: 5,861 shares; 2025Q2: 5,816 shares; 2025Q3: 3,816 shares; 2025Q4: 3,548 shares; 2026Q1: 3,350 shares; 2026Q2: 3,109 shares 3,109 $1.23M 0.14% -241 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,678 shares; 2026Q2: 1,889 shares 1,889 $1.21M 0.14% -789 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,112 shares; 2025Q2: 12,556 shares; 2025Q3: 12,505 shares; 2025Q4: 12,560 shares; 2026Q1: 16,354 shares; 2026Q2: 16,694 shares 16,694 $1.19M 0.14% +340 Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,075 shares 40,075 $1.18M 0.14% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,127 shares; 2026Q1: 6,638 shares; 2026Q2: 7,132 shares 7,132 $1.18M 0.14% +494 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,710 shares; 2025Q2: 4,498 shares; 2025Q3: 6,554 shares; 2025Q4: 38,552 shares; 2026Q1: 19,120 shares; 2026Q2: 16,510 shares 16,510 $1.18M 0.14% -2,610 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 49,585 shares; 2025Q2: 55,888 shares; 2025Q3: 133,883 shares; 2025Q4: 27,208 shares; 2026Q1: 38,648 shares; 2026Q2: 40,148 shares 40,148 $1.18M 0.14% +1,500 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,860 shares; 2025Q2: 12,495 shares; 2025Q3: 12,109 shares; 2025Q4: 13,148 shares; 2026Q1: 8,977 shares; 2026Q2: 18,749 shares 18,749 $1.17M 0.14% +9,772 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: not loaded; 2024Q4: not loaded; 2025Q1: 14,001 shares; 2025Q2: 29,445 shares; 2025Q3: 39,218 shares; 2025Q4: 22,222 shares; 2026Q1: 13,039 shares; 2026Q2: 9,749 shares 9,749 $1.14M 0.13% -3,290 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,742 shares 1,742 $1.12M 0.13% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,236 shares 4,236 $1.11M 0.13% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,046 shares; 2026Q2: 30,264 shares 30,264 $1.09M 0.13% +1,218 Timeline PBDC 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 loaded; 2024Q4: not loaded; 2025Q1: 9,950 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,065 shares 40,065 $1.09M 0.13% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,563 shares; 2025Q2: 6,570 shares; 2025Q3: 7,841 shares; 2025Q4: 8,359 shares; 2026Q1: 7,132 shares; 2026Q2: 6,639 shares 6,639 $1.09M 0.13% -493 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,346 shares; 2025Q2: 10,815 shares; 2025Q3: 11,017 shares; 2025Q4: 11,004 shares; 2026Q1: 14,787 shares; 2026Q2: 11,456 shares 11,456 $1.08M 0.13% -3,331 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: not loaded; 2024Q4: not loaded; 2025Q1: 9,325 shares; 2025Q2: 10,365 shares; 2025Q3: 9,429 shares; 2025Q4: 11,168 shares; 2026Q1: 11,455 shares; 2026Q2: 10,053 shares 10,053 $1.08M 0.13% -1,402 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,143 shares; 2025Q2: 22,961 shares; 2025Q3: 31,416 shares; 2025Q4: 42,126 shares; 2026Q1: 60,754 shares; 2026Q2: 52,001 shares 52,001 $1.07M 0.12% -8,753 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: not loaded; 2024Q4: not loaded; 2025Q1: 38,193 shares; 2025Q2: 27,982 shares; 2025Q3: 30,890 shares; 2025Q4: 64,703 shares; 2026Q1: 57,088 shares; 2026Q2: 20,575 shares 20,575 $1.05M 0.12% -36,513 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: not loaded; 2024Q4: not loaded; 2025Q1: 14,798 shares; 2025Q2: 23,104 shares; 2025Q3: 25,347 shares; 2025Q4: 25,373 shares; 2026Q1: 23,575 shares; 2026Q2: 12,721 shares 12,721 $1.04M 0.12% -10,854 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,788 shares; 2025Q2: 7,599 shares; 2025Q3: 7,203 shares; 2025Q4: 19,117 shares; 2026Q1: 7,087 shares; 2026Q2: 6,287 shares 6,287 $1.04M 0.12% -800 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,206 shares; 2026Q2: 20,829 shares 20,829 $1.04M 0.12% +5,623 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,318 shares; 2026Q2: 10,318 shares 10,318 $1.03M 0.12% +5,000 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,124 shares; 2026Q1: 29,829 shares; 2026Q2: 40,900 shares 40,900 $1.03M 0.12% +11,071 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,860 shares; 2025Q2: 5,463 shares; 2025Q3: 3,726 shares; 2025Q4: 6,747 shares; 2026Q1: 10,578 shares; 2026Q2: 12,734 shares 12,734 $1.03M 0.12% +2,156 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,870 shares 20,870 $1.03M 0.12% new Timeline BUCK 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 loaded; 2024Q4: not loaded; 2025Q1: 16,887 shares; 2025Q2: 36,244 shares; 2025Q3: 26,707 shares; 2025Q4: 34,466 shares; 2026Q1: 49,991 shares; 2026Q2: 43,370 shares 43,370 $1.02M 0.12% -6,621 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,909 shares; 2025Q3: 2,125 shares; 2025Q4: 4,853 shares; 2026Q1: 3,783 shares; 2026Q2: 4,237 shares 4,237 $1.01M 0.12% +454 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: not loaded; 2024Q4: not loaded; 2025Q1: 30,454 shares; 2025Q2: 32,776 shares; 2025Q3: 35,599 shares; 2025Q4: 37,093 shares; 2026Q1: 20,566 shares; 2026Q2: 19,182 shares 19,182 $996K 0.12% -1,384 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,314 shares; 2025Q4: 2,499 shares; 2026Q1: 1,721 shares; 2026Q2: 3,886 shares 3,886 $993K 0.12% +2,165 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,224 shares; 2026Q1: 1,214 shares; 2026Q2: 1,230 shares 1,230 $978K 0.11% +16 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,746 shares; 2025Q2: not reported; 2025Q3: 24,799 shares; 2025Q4: 24,743 shares; 2026Q1: 25,254 shares; 2026Q2: 26,397 shares 26,397 $973K 0.11% +1,143 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,690 shares; 2025Q2: 24,723 shares; 2025Q3: 24,561 shares; 2025Q4: 24,032 shares; 2026Q1: 23,955 shares; 2026Q2: 22,771 shares 22,771 $964K 0.11% -1,184 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 24,998 shares; 2025Q3: 26,272 shares; 2025Q4: 23,335 shares; 2026Q1: 24,013 shares; 2026Q2: 21,853 shares 21,853 $942K 0.11% -2,160 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,581 shares; 2025Q2: 21,368 shares; 2025Q3: 23,551 shares; 2025Q4: 28,993 shares; 2026Q1: 29,065 shares; 2026Q2: 27,755 shares 27,755 $924K 0.11% -1,310 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,445 shares; 2026Q1: not reported; 2026Q2: 15,581 shares 15,581 $919K 0.11% new Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,464 shares; 2026Q1: 10,046 shares; 2026Q2: 8,766 shares 8,766 $913K 0.11% -1,280 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,893 shares; 2025Q4: 1,798 shares; 2026Q1: 1,732 shares; 2026Q2: 2,110 shares 2,110 $910K 0.11% +378 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,984 shares; 2025Q2: 11,971 shares; 2025Q3: 10,752 shares; 2025Q4: 17,319 shares; 2026Q1: 13,226 shares; 2026Q2: 16,758 shares 16,758 $890K 0.1% +3,532 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,235 shares; 2026Q1: 18,697 shares; 2026Q2: 19,483 shares 19,483 $889K 0.1% +786 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,093 shares; 2025Q2: 4,752 shares; 2025Q3: 4,626 shares; 2025Q4: 4,458 shares; 2026Q1: 4,310 shares; 2026Q2: 4,529 shares 4,529 $886K 0.1% +219 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,685 shares; 2025Q2: 6,075 shares; 2025Q3: 6,208 shares; 2025Q4: 6,741 shares; 2026Q1: 2,795 shares; 2026Q2: 5,996 shares 5,996 $879K 0.1% +3,201 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,850 shares; 2026Q2: 8,895 shares 8,895 $878K 0.1% -955 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,928 shares; 2025Q2: 6,162 shares; 2025Q3: 3,195 shares; 2025Q4: 3,208 shares; 2026Q1: 2,944 shares; 2026Q2: 2,347 shares 2,347 $877K 0.1% -597 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 22,301 shares; 2025Q3: 24,464 shares; 2025Q4: 24,176 shares; 2026Q1: 30,547 shares; 2026Q2: 26,981 shares 26,981 $856K 0.1% -3,566 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,194 shares 3,194 $852K 0.1% new Timeline MEAR 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,256 shares; 2025Q4: 17,498 shares; 2026Q1: 18,014 shares; 2026Q2: 16,857 shares 16,857 $849K 0.1% -1,157 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,197 shares; 2026Q1: 31,398 shares; 2026Q2: 41,870 shares 41,870 $847K 0.1% +10,472 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,327 shares 5,327 $845K 0.1% new Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,505 shares; 2026Q2: 17,981 shares 17,981 $843K 0.1% +476 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,539 shares; 2025Q2: 3,936 shares; 2025Q3: 10,071 shares; 2025Q4: 4,754 shares; 2026Q1: not reported; 2026Q2: 7,289 shares 7,289 $832K 0.1% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,745 shares; 2025Q2: 12,200 shares; 2025Q3: 13,093 shares; 2025Q4: 19,047 shares; 2026Q1: 21,691 shares; 2026Q2: 16,027 shares 16,027 $831K 0.1% -5,664 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,864 shares; 2025Q2: 2,596 shares; 2025Q3: 2,483 shares; 2025Q4: 2,670 shares; 2026Q1: 2,629 shares; 2026Q2: 2,451 shares 2,451 $829K 0.1% -178 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000 $828K 0.1% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,171 shares; 2025Q4: 15,973 shares; 2026Q1: 18,193 shares; 2026Q2: 19,852 shares 19,852 $826K 0.1% +1,659 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,800 shares 28,800 $825K 0.1% 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,422 shares; 2025Q2: 1,731 shares; 2025Q3: 1,732 shares; 2025Q4: 1,717 shares; 2026Q1: 1,249 shares; 2026Q2: 1,618 shares 1,618 $824K 0.1% +369 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: not loaded; 2024Q4: not loaded; 2025Q1: 11,296 shares; 2025Q2: 5,670 shares; 2025Q3: 5,969 shares; 2025Q4: 5,336 shares; 2026Q1: 4,521 shares; 2026Q2: 5,621 shares 5,621 $824K 0.1% +1,100 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 loaded; 2024Q4: not loaded; 2025Q1: 13,193 shares; 2025Q2: 12,582 shares; 2025Q3: 37,588 shares; 2025Q4: 39,095 shares; 2026Q1: 41,964 shares; 2026Q2: 7,087 shares 7,087 $822K 0.1% -34,877 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 41,833 shares; 2025Q2: 48,930 shares; 2025Q3: 51,433 shares; 2025Q4: 48,990 shares; 2026Q1: 46,085 shares; 2026Q2: 40,154 shares 40,154 $818K 0.09% -5,931 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,633 shares; 2025Q2: 19,482 shares; 2025Q3: 14,068 shares; 2025Q4: 18,567 shares; 2026Q1: 18,339 shares; 2026Q2: 16,021 shares 16,021 $812K 0.09% -2,318 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,609 shares; 2025Q2: 19,609 shares; 2025Q3: 19,609 shares; 2025Q4: 19,609 shares; 2026Q1: 19,609 shares; 2026Q2: 19,609 shares 19,609 $801K 0.09% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,542 shares; 2025Q2: 14,150 shares; 2025Q3: 69,296 shares; 2025Q4: 17,043 shares; 2026Q1: 6,803 shares; 2026Q2: 17,496 shares 17,496 $793K 0.09% +10,693 Timeline QTJL 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 loaded; 2024Q4: not loaded; 2025Q1: 14,816 shares; 2025Q2: 16,735 shares; 2025Q3: 17,433 shares; 2025Q4: 17,450 shares; 2026Q1: 18,452 shares; 2026Q2: 18,671 shares 18,671 $790K 0.09% +219 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,537 shares; 2025Q2: 5,283 shares; 2025Q3: 4,852 shares; 2025Q4: 4,787 shares; 2026Q1: 4,847 shares; 2026Q2: 4,787 shares 4,787 $786K 0.09% -60 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,967 shares; 2026Q1: 11,222 shares; 2026Q2: 15,374 shares 15,374 $778K 0.09% +4,152 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,918 shares; 2026Q1: 12,405 shares; 2026Q2: 11,841 shares 11,841 $777K 0.09% -564 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,694 shares; 2026Q1: 55,014 shares; 2026Q2: 17,201 shares 17,201 $773K 0.09% -37,813 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,515 shares; 2026Q1: 23,499 shares; 2026Q2: 20,409 shares 20,409 $766K 0.09% -3,090 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,500 shares; 2025Q2: 16,680 shares; 2025Q3: 16,930 shares; 2025Q4: 17,035 shares; 2026Q1: 14,305 shares; 2026Q2: 16,465 shares 16,465 $760K 0.09% +2,160 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,054 shares; 2025Q2: 7,130 shares; 2025Q3: 7,749 shares; 2025Q4: 13,797 shares; 2026Q1: 13,611 shares; 2026Q2: 14,359 shares 14,359 $759K 0.09% +748 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,563 shares; 2025Q2: 3,412 shares; 2025Q3: 2,916 shares; 2025Q4: 2,944 shares; 2026Q1: 2,912 shares; 2026Q2: 9,284 shares 9,284 $748K 0.09% +6,372 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,782 shares; 2025Q2: 2,899 shares; 2025Q3: 2,281 shares; 2025Q4: 3,786 shares; 2026Q1: 3,288 shares; 2026Q2: 2,938 shares 2,938 $746K 0.09% -350 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,889 shares; 2025Q2: 30,898 shares; 2025Q3: 30,248 shares; 2025Q4: 30,251 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $745K 0.09% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,902 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,231 shares 4,231 $744K 0.09% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 17,372 shares; 2025Q2: 3,943 shares; 2025Q3: 20,218 shares; 2025Q4: 11,067 shares; 2026Q1: 12,315 shares; 2026Q2: 6,319 shares 6,319 $742K 0.09% -5,996 Timeline BWMN BOWMAN CONSULTING GROUP LTD More: the full row for BOWMAN CONSULTING GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 39,681 shares; 2025Q2: 35,190 shares; 2025Q3: 20,690 shares; 2025Q4: 20,690 shares; 2026Q1: 25,150 shares; 2026Q2: 25,150 shares 25,150 $734K 0.09% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,844 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,393 shares; 2026Q2: 12,225 shares 12,225 $730K 0.08% +7,832 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,647 shares; 2025Q2: 3,745 shares; 2025Q3: 4,220 shares; 2025Q4: 4,155 shares; 2026Q1: 4,155 shares; 2026Q2: 4,597 shares 4,597 $726K 0.08% +442 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 loaded; 2024Q4: not loaded; 2025Q1: 2,747 shares; 2025Q2: 2,747 shares; 2025Q3: 2,747 shares; 2025Q4: 2,747 shares; 2026Q1: 2,688 shares; 2026Q2: 2,688 shares 2,688 $721K 0.08% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,471 shares 17,471 $718K 0.08% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,521 shares; 2025Q2: 13,288 shares; 2025Q3: 11,315 shares; 2025Q4: 10,763 shares; 2026Q1: 9,396 shares; 2026Q2: 9,529 shares 9,529 $714K 0.08% +133 Timeline QTOC 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 loaded; 2024Q4: not loaded; 2025Q1: 12,966 shares; 2025Q2: 15,092 shares; 2025Q3: 15,738 shares; 2025Q4: 16,229 shares; 2026Q1: 17,346 shares; 2026Q2: 18,660 shares 18,660 $709K 0.08% +1,314 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,132 shares; 2025Q2: 7,891 shares; 2025Q3: 7,862 shares; 2025Q4: 8,010 shares; 2026Q1: 15,811 shares; 2026Q2: 7,347 shares 7,347 $709K 0.08% -8,464 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: not loaded; 2024Q4: not loaded; 2025Q1: 16,740 shares; 2025Q2: 13,973 shares; 2025Q3: 20,445 shares; 2025Q4: 19,853 shares; 2026Q1: 16,355 shares; 2026Q2: 9,269 shares 9,269 $699K 0.08% -7,086 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: not loaded; 2024Q4: not loaded; 2025Q1: 77,492 shares; 2025Q2: 62,483 shares; 2025Q3: 11,261 shares; 2025Q4: 11,766 shares; 2026Q1: 11,789 shares; 2026Q2: 8,013 shares 8,013 $693K 0.08% -3,776 Timeline QTJA 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 loaded; 2024Q4: not loaded; 2025Q1: 13,767 shares; 2025Q2: 16,247 shares; 2025Q3: 17,001 shares; 2025Q4: 17,479 shares; 2026Q1: 18,888 shares; 2026Q2: 20,915 shares 20,915 $690K 0.08% +2,027 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,391 shares; 2025Q4: 13,299 shares; 2026Q1: 14,166 shares; 2026Q2: 13,948 shares 13,948 $689K 0.08% -218 Timeline QTAP 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 loaded; 2024Q4: not loaded; 2025Q1: 8,196 shares; 2025Q2: 10,592 shares; 2025Q3: 11,080 shares; 2025Q4: 11,158 shares; 2026Q1: 12,040 shares; 2026Q2: 13,377 shares 13,377 $685K 0.08% +1,337 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,808 shares; 2025Q3: 6,566 shares; 2025Q4: 6,854 shares; 2026Q1: 5,566 shares; 2026Q2: 6,345 shares 6,345 $677K 0.08% +779 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,102 shares; 2025Q2: 3,027 shares; 2025Q3: 7,981 shares; 2025Q4: 7,993 shares; 2026Q1: 7,905 shares; 2026Q2: 7,645 shares 7,645 $671K 0.08% -260 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,829 shares; 2025Q2: 2,726 shares; 2025Q3: 2,543 shares; 2025Q4: 2,974 shares; 2026Q1: 2,320 shares; 2026Q2: 2,477 shares 2,477 $669K 0.08% +157 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,943 shares; 2025Q3: 5,643 shares; 2025Q4: 5,966 shares; 2026Q1: 7,303 shares; 2026Q2: 10,612 shares 10,612 $667K 0.08% +3,309 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,228 shares; 2025Q2: 2,493 shares; 2025Q3: 3,316 shares; 2025Q4: 1,842 shares; 2026Q1: 1,604 shares; 2026Q2: 1,574 shares 1,574 $654K 0.08% -30 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,027 shares; 2025Q2: 7,562 shares; 2025Q3: 6,611 shares; 2025Q4: 7,135 shares; 2026Q1: 7,143 shares; 2026Q2: 6,747 shares 6,747 $649K 0.08% -396 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,962 shares; 2025Q2: 1,031 shares; 2025Q3: 1,318 shares; 2025Q4: 1,416 shares; 2026Q1: 901 shares; 2026Q2: 1,508 shares 1,508 $642K 0.07% +607 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,126 shares; 2025Q2: 2,701 shares; 2025Q3: 2,947 shares; 2025Q4: 2,905 shares; 2026Q1: 2,941 shares; 2026Q2: 2,845 shares 2,845 $641K 0.07% -96 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,221 shares; 2025Q3: 6,061 shares; 2025Q4: 5,835 shares; 2026Q1: 1,551 shares; 2026Q2: 3,063 shares 3,063 $640K 0.07% +1,512 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 14,992 shares; 2025Q3: 17,274 shares; 2025Q4: 18,502 shares; 2026Q1: 26,599 shares; 2026Q2: 12,638 shares 12,638 $639K 0.07% -13,961 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 loaded; 2024Q4: not loaded; 2025Q1: 3,400 shares; 2025Q2: 3,414 shares; 2025Q3: 3,197 shares; 2025Q4: 3,906 shares; 2026Q1: 1,433 shares; 2026Q2: 1,906 shares 1,906 $638K 0.07% +473 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,374 shares; 2025Q2: 7,745 shares; 2025Q3: 7,958 shares; 2025Q4: 8,492 shares; 2026Q1: 8,917 shares; 2026Q2: 7,407 shares 7,407 $633K 0.07% -1,510 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,488 shares; 2025Q2: 7,431 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,755 shares 25,755 $632K 0.07% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,532 shares; 2026Q2: 20,781 shares 20,781 $631K 0.07% +249 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: not loaded; 2024Q4: not loaded; 2025Q1: 39,003 shares; 2025Q2: 39,008 shares; 2025Q3: 37,609 shares; 2025Q4: 36,996 shares; 2026Q1: 35,892 shares; 2026Q2: 34,968 shares 34,968 $625K 0.07% -924 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,011 shares; 2025Q2: 3,121 shares; 2025Q3: 3,010 shares; 2025Q4: 2,834 shares; 2026Q1: 3,582 shares; 2026Q2: 2,608 shares 2,608 $617K 0.07% -974 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 32,721 shares; 2025Q2: 32,265 shares; 2025Q3: 31,304 shares; 2025Q4: 30,159 shares; 2026Q1: 28,257 shares; 2026Q2: 27,486 shares 27,486 $615K 0.07% -771 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,236 shares; 2025Q2: 14,779 shares; 2025Q3: 16,869 shares; 2025Q4: 14,423 shares; 2026Q1: 22,780 shares; 2026Q2: 13,341 shares 13,341 $608K 0.07% -9,439 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,368 shares; 2025Q2: 7,851 shares; 2025Q3: 6,977 shares; 2025Q4: 6,871 shares; 2026Q1: 5,968 shares; 2026Q2: 5,865 shares 5,865 $600K 0.07% -103 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,971 shares 4,971 $597K 0.07% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,919 shares; 2025Q2: 12,739 shares; 2025Q3: 19,837 shares; 2025Q4: 19,716 shares; 2026Q1: 4,678 shares; 2026Q2: 3,486 shares 3,486 $593K 0.07% -1,192 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,048 shares; 2025Q4: 2,684 shares; 2026Q1: 11,639 shares; 2026Q2: 7,609 shares 7,609 $589K 0.07% -4,030 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,184 shares; 2025Q2: 1,210 shares; 2025Q3: 1,457 shares; 2025Q4: 2,135 shares; 2026Q1: 2,068 shares; 2026Q2: 1,968 shares 1,968 $589K 0.07% -100 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 loaded; 2024Q4: not loaded; 2025Q1: 9,646 shares; 2025Q2: 2,907 shares; 2025Q3: 2,886 shares; 2025Q4: 2,781 shares; 2026Q1: 1,767 shares; 2026Q2: 3,463 shares 3,463 $588K 0.07% +1,696 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,844 shares; 2025Q2: 9,173 shares; 2025Q3: 8,787 shares; 2025Q4: 8,936 shares; 2026Q1: 8,651 shares; 2026Q2: 8,183 shares 8,183 $585K 0.07% -468 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: not loaded; 2024Q4: not loaded; 2025Q1: 12,194 shares; 2025Q2: 6,959 shares; 2025Q3: 7,605 shares; 2025Q4: 7,385 shares; 2026Q1: 7,683 shares; 2026Q2: 7,499 shares 7,499 $578K 0.07% -184 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 14,954 shares; 2025Q3: 17,320 shares; 2025Q4: 19,091 shares; 2026Q1: 21,636 shares; 2026Q2: 23,150 shares 23,150 $577K 0.07% +1,514 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,414 shares; 2025Q4: 6,526 shares; 2026Q1: 6,756 shares; 2026Q2: 7,526 shares 7,526 $573K 0.07% +770 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,775 shares; 2025Q2: 12,645 shares; 2025Q3: 12,326 shares; 2025Q4: 11,904 shares; 2026Q1: 8,972 shares; 2026Q2: 6,794 shares 6,794 $563K 0.07% -2,178 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,393 shares; 2025Q2: 1,479 shares; 2025Q3: 1,609 shares; 2025Q4: 1,107 shares; 2026Q1: 1,136 shares; 2026Q2: 6,788 shares 6,788 $561K 0.07% +5,652 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,960 shares; 2025Q4: 3,059 shares; 2026Q1: 2,025 shares; 2026Q2: 1,142 shares 1,142 $560K 0.07% -883 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,887 shares; 2025Q2: 1,821 shares; 2025Q3: 1,832 shares; 2025Q4: 1,827 shares; 2026Q1: 1,939 shares; 2026Q2: 1,664 shares 1,664 $557K 0.06% -275 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,650 shares; 2026Q2: 58,809 shares 58,809 $556K 0.06% +15,159 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,499 shares; 2026Q1: not reported; 2026Q2: 5,403 shares 5,403 $542K 0.06% new Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $534K 0.06% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,624 shares; 2025Q2: 6,458 shares; 2025Q3: 5,484 shares; 2025Q4: 7,876 shares; 2026Q1: 7,892 shares; 2026Q2: 1,984 shares 1,984 $533K 0.06% -5,908 Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,215 shares; 2026Q1: 27,873 shares; 2026Q2: 29,323 shares 29,323 $532K 0.06% +1,450 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,534 shares; 2025Q3: 1,472 shares; 2025Q4: 1,568 shares; 2026Q1: 643 shares; 2026Q2: 1,499 shares 1,499 $531K 0.06% +856 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,663 shares; 2025Q2: 3,666 shares; 2025Q3: 6,090 shares; 2025Q4: 1,606 shares; 2026Q1: 2,230 shares; 2026Q2: 2,447 shares 2,447 $530K 0.06% +217 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,899 shares; 2025Q2: 9,808 shares; 2025Q3: 12,129 shares; 2025Q4: 12,612 shares; 2026Q1: 11,344 shares; 2026Q2: 11,428 shares 11,428 $526K 0.06% +84 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,699 shares; 2025Q2: 9,799 shares; 2025Q3: 10,227 shares; 2025Q4: 10,672 shares; 2026Q1: 13,349 shares; 2026Q2: 15,678 shares 15,678 $525K 0.06% +2,329 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,991 shares; 2025Q2: 1,883 shares; 2025Q3: 1,832 shares; 2025Q4: 1,615 shares; 2026Q1: 2,291 shares; 2026Q2: 515 shares 515 $521K 0.06% -1,776 Timeline CGMS 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 loaded; 2024Q4: not loaded; 2025Q1: 13,925 shares; 2025Q2: 14,070 shares; 2025Q3: 14,070 shares; 2025Q4: 14,070 shares; 2026Q1: 19,855 shares; 2026Q2: 19,047 shares 19,047 $521K 0.06% -808 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: not reported; 2026Q1: 2,246 shares; 2026Q2: 2,340 shares 2,340 $517K 0.06% +94 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,375 shares; 2026Q2: 10,130 shares 10,130 $517K 0.06% +2,755 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,367 shares; 2025Q2: 2,322 shares; 2025Q3: 4,191 shares; 2025Q4: 4,096 shares; 2026Q1: 3,868 shares; 2026Q2: 3,430 shares 3,430 $515K 0.06% -438 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,635 shares; 2025Q2: 5,635 shares; 2025Q3: 7,464 shares; 2025Q4: 7,359 shares; 2026Q1: 7,941 shares; 2026Q2: 7,680 shares 7,680 $515K 0.06% -261 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,189 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,415 shares 6,415 $513K 0.06% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,781 shares; 2025Q2: 2,672 shares; 2025Q3: 5,658 shares; 2025Q4: 3,507 shares; 2026Q1: 3,367 shares; 2026Q2: 2,824 shares 2,824 $511K 0.06% -543 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,665 shares; 2025Q2: 1,969 shares; 2025Q3: 2,179 shares; 2025Q4: 2,456 shares; 2026Q1: 3,825 shares; 2026Q2: 4,425 shares 4,425 $507K 0.06% +600 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,162 shares; 2025Q2: 3,823 shares; 2025Q3: 3,842 shares; 2025Q4: 2,156 shares; 2026Q1: 1,948 shares; 2026Q2: 1,790 shares 1,790 $503K 0.06% -158 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: not loaded; 2024Q4: not loaded; 2025Q1: 730 shares; 2025Q2: 717 shares; 2025Q3: 685 shares; 2025Q4: 683 shares; 2026Q1: 670 shares; 2026Q2: 665 shares 665 $503K 0.06% -5 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,472 shares; 2025Q2: 1,387 shares; 2025Q3: 2,426 shares; 2025Q4: 2,377 shares; 2026Q1: 2,268 shares; 2026Q2: 2,133 shares 2,133 $488K 0.06% -135 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,340 shares; 2025Q4: 8,340 shares; 2026Q1: 8,340 shares; 2026Q2: 9,547 shares 9,547 $487K 0.06% +1,207 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 9,964 shares; 2025Q3: 12,810 shares; 2025Q4: 12,885 shares; 2026Q1: 11,248 shares; 2026Q2: 10,260 shares 10,260 $484K 0.06% -988 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,408 shares; 2025Q2: 1,723 shares; 2025Q3: 966 shares; 2025Q4: 1,930 shares; 2026Q1: 1,634 shares; 2026Q2: 940 shares 940 $483K 0.06% -694 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,326 shares; 2025Q2: 3,877 shares; 2025Q3: 3,470 shares; 2025Q4: 3,541 shares; 2026Q1: 5,322 shares; 2026Q2: 4,992 shares 4,992 $481K 0.06% -330 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,031 shares; 2025Q3: 3,683 shares; 2025Q4: 3,717 shares; 2026Q1: not reported; 2026Q2: 7,430 shares 7,430 $478K 0.06% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,977 shares; 2025Q2: 17,727 shares; 2025Q3: 17,592 shares; 2025Q4: 19,041 shares; 2026Q1: 9,572 shares; 2026Q2: 19,737 shares 19,737 $475K 0.06% +10,165 Timeline NBCM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,394 shares; 2026Q2: 17,841 shares 17,841 $473K 0.05% +447 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,602 shares; 2025Q2: 2,480 shares; 2025Q3: 2,399 shares; 2025Q4: 2,411 shares; 2026Q1: 2,545 shares; 2026Q2: 2,169 shares 2,169 $473K 0.05% -376 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,342 shares; 2026Q2: 17,788 shares 17,788 $470K 0.05% +446 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,050 shares; 2025Q2: 1,627 shares; 2025Q3: 1,589 shares; 2025Q4: 1,514 shares; 2026Q1: 1,425 shares; 2026Q2: 1,305 shares 1,305 $470K 0.05% -120 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,545 shares; 2025Q2: 3,105 shares; 2025Q3: 3,294 shares; 2025Q4: 3,126 shares; 2026Q1: 2,077 shares; 2026Q2: 2,895 shares 2,895 $469K 0.05% +818 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: not loaded; 2024Q4: not loaded; 2025Q1: 22,499 shares; 2025Q2: 21,657 shares; 2025Q3: 21,066 shares; 2025Q4: 16,700 shares; 2026Q1: 4,298 shares; 2026Q2: 5,763 shares 5,763 $468K 0.05% +1,465 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,241 shares; 2025Q2: 4,139 shares; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares; 2026Q1: 4,113 shares; 2026Q2: 4,079 shares 4,079 $467K 0.05% -34 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,734 shares 2,734 $467K 0.05% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,680 shares; 2025Q2: 9,001 shares; 2025Q3: 10,337 shares; 2025Q4: 10,877 shares; 2026Q1: 15,467 shares; 2026Q2: 8,815 shares 8,815 $461K 0.05% -6,652 Timeline ROBO 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 loaded; 2024Q4: not loaded; 2025Q1: 15,265 shares; 2025Q2: 18,850 shares; 2025Q3: 29,624 shares; 2025Q4: not reported; 2026Q1: 4,655 shares; 2026Q2: 5,364 shares 5,364 $459K 0.05% +709 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,355 shares; 2025Q2: 16,256 shares; 2025Q3: 18,057 shares; 2025Q4: 15,540 shares; 2026Q1: 14,592 shares; 2026Q2: 12,414 shares 12,414 $456K 0.05% -2,178 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,405 shares; 2025Q2: 3,762 shares; 2025Q3: 3,249 shares; 2025Q4: 2,605 shares; 2026Q1: 2,154 shares; 2026Q2: 1,807 shares 1,807 $456K 0.05% -347 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: not loaded; 2024Q4: not loaded; 2025Q1: 14,413 shares; 2025Q2: 14,369 shares; 2025Q3: 17,722 shares; 2025Q4: 26,694 shares; 2026Q1: 15,740 shares; 2026Q2: 32,427 shares 32,427 $451K 0.05% +16,687 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,571 shares; 2026Q1: 5,161 shares; 2026Q2: 3,077 shares 3,077 $450K 0.05% -2,084 Timeline HYD 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 loaded; 2024Q4: not loaded; 2025Q1: 8,262 shares; 2025Q2: 7,646 shares; 2025Q3: 8,677 shares; 2025Q4: 8,772 shares; 2026Q1: 9,596 shares; 2026Q2: 8,707 shares 8,707 $448K 0.05% -889 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,298 shares; 2025Q2: 1,002 shares; 2025Q3: 1,449 shares; 2025Q4: 1,384 shares; 2026Q1: 1,185 shares; 2026Q2: 1,219 shares 1,219 $441K 0.05% +34 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,774 shares; 2025Q2: 3,609 shares; 2025Q3: 4,182 shares; 2025Q4: 12,236 shares; 2026Q1: not reported; 2026Q2: 4,744 shares 4,744 $438K 0.05% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,177 shares; 2025Q2: 3,237 shares; 2025Q3: 2,154 shares; 2025Q4: 2,701 shares; 2026Q1: 2,724 shares; 2026Q2: 2,343 shares 2,343 $433K 0.05% -381 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,216 shares; 2026Q1: 7,269 shares; 2026Q2: 5,242 shares 5,242 $433K 0.05% -2,027 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 8,407 shares; 2025Q3: 13,751 shares; 2025Q4: 12,668 shares; 2026Q1: 12,630 shares; 2026Q2: 10,639 shares 10,639 $429K 0.05% -1,991 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,937 shares; 2026Q1: 13,315 shares; 2026Q2: 13,679 shares 13,679 $426K 0.05% +364 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,110 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,580 shares; 2026Q1: 3,580 shares; 2026Q2: 3,580 shares 3,580 $425K 0.05% 0 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,826 shares; 2026Q1: 5,634 shares; 2026Q2: 4,759 shares 4,759 $422K 0.05% -875 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: not loaded; 2024Q4: not loaded; 2025Q1: 9,789 shares; 2025Q2: 9,902 shares; 2025Q3: 9,801 shares; 2025Q4: 9,691 shares; 2026Q1: 8,954 shares; 2026Q2: 8,564 shares 8,564 $422K 0.05% -390 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,863 shares; 2026Q2: 18,559 shares 18,559 $420K 0.05% +696 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,337 shares; 2025Q2: 4,872 shares; 2025Q3: 5,072 shares; 2025Q4: 5,304 shares; 2026Q1: 5,004 shares; 2026Q2: 6,007 shares 6,007 $420K 0.05% +1,003 Timeline RSPS 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 loaded; 2024Q4: not loaded; 2025Q1: 15,175 shares; 2025Q2: 15,175 shares; 2025Q3: 14,290 shares; 2025Q4: 14,240 shares; 2026Q1: 20,153 shares; 2026Q2: 14,004 shares 14,004 $420K 0.05% -6,149 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,733 shares; 2026Q1: 9,845 shares; 2026Q2: 10,016 shares 10,016 $420K 0.05% +171 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,277 shares; 2025Q3: not reported; 2025Q4: 1,954 shares; 2026Q1: 2,089 shares; 2026Q2: 1,964 shares 1,964 $418K 0.05% -125 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,391 shares; 2025Q2: 6,988 shares; 2025Q3: 8,700 shares; 2025Q4: 9,109 shares; 2026Q1: 2,182 shares; 2026Q2: 2,622 shares 2,622 $416K 0.05% +440 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,072 shares; 2025Q2: not reported; 2025Q3: 952 shares; 2025Q4: 904 shares; 2026Q1: not reported; 2026Q2: 1,207 shares 1,207 $414K 0.05% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 3,546 shares; 2026Q1: 3,546 shares; 2026Q2: 3,514 shares 3,514 $412K 0.05% -32 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: not loaded; 2024Q4: not loaded; 2025Q1: 9,990 shares; 2025Q2: 9,119 shares; 2025Q3: 3,918 shares; 2025Q4: 3,253 shares; 2026Q1: 3,179 shares; 2026Q2: 3,181 shares 3,181 $409K 0.05% +2 Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,367 shares; 2026Q2: 9,905 shares 9,905 $408K 0.05% +538 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,369 shares; 2025Q2: 2,743 shares; 2025Q3: 2,660 shares; 2025Q4: 2,500 shares; 2026Q1: 2,362 shares; 2026Q2: 2,193 shares 2,193 $403K 0.05% -169 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,980 shares 7,980 $401K 0.05% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,002 shares; 2025Q2: 3,077 shares; 2025Q3: 4,320 shares; 2025Q4: 2,107 shares; 2026Q1: 1,478 shares; 2026Q2: 2,543 shares 2,543 $398K 0.05% +1,065 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: not loaded; 2024Q4: not loaded; 2025Q1: 37,457 shares; 2025Q2: 34,976 shares; 2025Q3: 48,614 shares; 2025Q4: 44,918 shares; 2026Q1: 18,703 shares; 2026Q2: 19,239 shares 19,239 $398K 0.05% +536 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,167 shares 14,167 $397K 0.05% new Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,960 shares; 2025Q2: 22,460 shares; 2025Q3: 22,460 shares; 2025Q4: 22,460 shares; 2026Q1: 22,460 shares; 2026Q2: 30,335 shares 30,335 $394K 0.05% +7,875 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,351 shares; 2025Q2: 8,087 shares; 2025Q3: 6,941 shares; 2025Q4: 6,069 shares; 2026Q1: 5,273 shares; 2026Q2: 5,080 shares 5,080 $390K 0.05% -193 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: not loaded; 2024Q4: not loaded; 2025Q1: 831 shares; 2025Q2: 534 shares; 2025Q3: 757 shares; 2025Q4: 9,692 shares; 2026Q1: 4,015 shares; 2026Q2: 3,920 shares 3,920 $389K 0.05% -95 Timeline NXRT NEXPOINT RESIDENTIAL TR INC More: the full row for NEXPOINT RESIDENTIAL TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 7,524 shares; 2025Q3: 9,683 shares; 2025Q4: 11,220 shares; 2026Q1: 13,616 shares; 2026Q2: 13,651 shares 13,651 $381K 0.04% +35 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,160 shares 21,160 $379K 0.04% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,495 shares; 2025Q2: 27,344 shares; 2025Q3: 26,764 shares; 2025Q4: 12,015 shares; 2026Q1: 12,044 shares; 2026Q2: 10,631 shares 10,631 $374K 0.04% -1,413 Timeline CLPR CLIPPER RLTY INC More: the full row for CLIPPER RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 53,820 shares; 2025Q2: 74,582 shares; 2025Q3: 79,127 shares; 2025Q4: 88,303 shares; 2026Q1: 112,345 shares; 2026Q2: 136,525 shares 136,525 $371K 0.04% +24,180 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,699 shares; 2025Q3: 1,723 shares; 2025Q4: 1,789 shares; 2026Q1: 664 shares; 2026Q2: 1,089 shares 1,089 $371K 0.04% +425 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,153 shares; 2025Q4: 9,412 shares; 2026Q1: 11,751 shares; 2026Q2: 17,354 shares 17,354 $369K 0.04% +5,603 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,236 shares; 2025Q2: 2,147 shares; 2025Q3: not reported; 2025Q4: 2,451 shares; 2026Q1: 4,281 shares; 2026Q2: 4,833 shares 4,833 $366K 0.04% +552 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,888 shares; 2025Q4: 6,945 shares; 2026Q1: 6,945 shares; 2026Q2: 6,944 shares 6,944 $364K 0.04% -1 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,958 shares; 2025Q4: 3,893 shares; 2026Q1: 3,675 shares; 2026Q2: 3,758 shares 3,758 $363K 0.04% +83 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $363K 0.04% 0 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,267 shares; 2025Q4: 6,267 shares; 2026Q1: 6,267 shares; 2026Q2: 7,211 shares 7,211 $363K 0.04% +944 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,078 shares; 2025Q2: 1,760 shares; 2025Q3: 1,763 shares; 2025Q4: 1,726 shares; 2026Q1: 1,083 shares; 2026Q2: 1,638 shares 1,638 $361K 0.04% +555 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,009 shares; 2025Q2: 11,576 shares; 2025Q3: 13,556 shares; 2025Q4: 12,079 shares; 2026Q1: 8,084 shares; 2026Q2: 3,370 shares 3,370 $361K 0.04% -4,714 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183 shares; 2026Q1: not reported; 2026Q2: 1,191 shares 1,191 $359K 0.04% new Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,221 shares; 2025Q4: 24,540 shares; 2026Q1: 22,371 shares; 2026Q2: 26,947 shares 26,947 $356K 0.04% +4,576 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,245 shares 10,245 $355K 0.04% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,985 shares; 2025Q3: not reported; 2025Q4: 5,497 shares; 2026Q1: 4,161 shares; 2026Q2: 5,824 shares 5,824 $354K 0.04% +1,663 Timeline GHTA COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 15,841 shares; 2025Q3: not reported; 2025Q4: 7,775 shares; 2026Q1: 17,326 shares; 2026Q2: 11,483 shares 11,483 $352K 0.04% -5,843 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,071 shares; 2025Q2: 1,001 shares; 2025Q3: 612 shares; 2025Q4: 1,251 shares; 2026Q1: 720 shares; 2026Q2: 930 shares 930 $349K 0.04% +210 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,650 shares; 2025Q2: 7,050 shares; 2025Q3: 7,005 shares; 2025Q4: 6,980 shares; 2026Q1: 6,980 shares; 2026Q2: 6,980 shares 6,980 $348K 0.04% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 904 shares 904 $347K 0.04% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,771 shares; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: 2,976 shares; 2026Q1: 2,791 shares; 2026Q2: 2,832 shares 2,832 $345K 0.04% +41 Timeline LALT 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,698 shares; 2026Q2: 14,326 shares 14,326 $344K 0.04% +1,628 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,004 shares; 2025Q2: 29,021 shares; 2025Q3: 28,766 shares; 2025Q4: 26,832 shares; 2026Q1: 26,683 shares; 2026Q2: 26,562 shares 26,562 $344K 0.04% -121 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,157 shares 9,157 $343K 0.04% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,216 shares; 2025Q3: 6,562 shares; 2025Q4: 6,068 shares; 2026Q1: 4,807 shares; 2026Q2: 4,930 shares 4,930 $340K 0.04% +123 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 70,321 shares; 2025Q3: 9,120 shares; 2025Q4: 8,582 shares; 2026Q1: 7,360 shares; 2026Q2: 7,137 shares 7,137 $336K 0.04% -223 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares; 2026Q1: 6,580 shares; 2026Q2: 6,574 shares 6,574 $333K 0.04% -6 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,893 shares; 2025Q2: 14,671 shares; 2025Q3: 17,001 shares; 2025Q4: 19,220 shares; 2026Q1: 20,436 shares; 2026Q2: 21,475 shares 21,475 $330K 0.04% +1,039 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,135 shares; 2026Q2: 5,238 shares 5,238 $325K 0.04% -897 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,924 shares; 2025Q2: 5,910 shares; 2025Q3: 5,910 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,910 shares 5,910 $325K 0.04% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,891 shares; 2025Q4: 1,315 shares; 2026Q1: 1,335 shares; 2026Q2: 1,188 shares 1,188 $322K 0.04% -147 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,748 shares 12,748 $322K 0.04% new Timeline DFCF 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 loaded; 2024Q4: not loaded; 2025Q1: 6,550 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares; 2026Q1: 9,097 shares; 2026Q2: 7,600 shares 7,600 $321K 0.04% -1,497 Timeline SHYM 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,211 shares; 2025Q4: 15,029 shares; 2026Q1: 15,875 shares; 2026Q2: 14,281 shares 14,281 $321K 0.04% -1,594 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,844 shares; 2025Q2: 6,590 shares; 2025Q3: 10,803 shares; 2025Q4: 11,198 shares; 2026Q1: 10,521 shares; 2026Q2: 8,679 shares 8,679 $317K 0.04% -1,842 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,375 shares; 2025Q2: 16,379 shares; 2025Q3: 16,383 shares; 2025Q4: 15,077 shares; 2026Q1: 14,690 shares; 2026Q2: 14,000 shares 14,000 $312K 0.04% -690 Timeline LBO 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,649 shares; 2026Q2: 12,924 shares 12,924 $311K 0.04% -5,725 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,817 shares; 2026Q2: 7,792 shares 7,792 $310K 0.04% -25 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,326 shares; 2025Q4: 5,755 shares; 2026Q1: 10,278 shares; 2026Q2: 5,476 shares 5,476 $309K 0.04% -4,802 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,144 shares; 2025Q3: not reported; 2025Q4: 5,859 shares; 2026Q1: 5,940 shares; 2026Q2: 5,171 shares 5,171 $309K 0.04% -769 Timeline WCPB NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,257 shares; 2026Q2: 12,057 shares 12,057 $306K 0.04% +2,800 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,686 shares; 2025Q2: 6,380 shares; 2025Q3: 3,803 shares; 2025Q4: 3,697 shares; 2026Q1: not reported; 2026Q2: 4,114 shares 4,114 $297K 0.03% new Timeline FTSM 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 loaded; 2024Q4: not loaded; 2025Q1: 19,460 shares; 2025Q2: 8,830 shares; 2025Q3: 4,287 shares; 2025Q4: 5,637 shares; 2026Q1: 7,036 shares; 2026Q2: 4,960 shares 4,960 $296K 0.03% -2,076 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,835 shares; 2026Q1: not reported; 2026Q2: 1,475 shares 1,475 $295K 0.03% new Timeline HBTA HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,223 shares; 2025Q2: not reported; 2025Q3: 11,015 shares; 2025Q4: 10,876 shares; 2026Q1: 13,294 shares; 2026Q2: 8,983 shares 8,983 $294K 0.03% -4,311 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,831 shares; 2025Q2: 2,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,667 shares; 2026Q1: 2,610 shares; 2026Q2: 2,610 shares 2,610 $291K 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,201 shares; 2026Q2: 3,660 shares 3,660 $289K 0.03% +459 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares; 2026Q2: 3,005 shares 3,005 $287K 0.03% -365 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,115 shares; 2025Q2: 3,123 shares; 2025Q3: 3,001 shares; 2025Q4: 3,501 shares; 2026Q1: 3,184 shares; 2026Q2: 2,999 shares 2,999 $287K 0.03% -185 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,268 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,353 shares 5,353 $285K 0.03% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 37,831 shares; 2025Q2: 30,694 shares; 2025Q3: 8,329 shares; 2025Q4: 8,444 shares; 2026Q1: 6,027 shares; 2026Q2: 5,027 shares 5,027 $284K 0.03% -1,000 Timeline SLVO UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,468 shares; 2025Q2: 6,831 shares; 2025Q3: 9,236 shares; 2025Q4: 16,067 shares; 2026Q1: not reported; 2026Q2: 4,337 shares 4,337 $282K 0.03% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,212 shares; 2026Q2: 3,596 shares 3,596 $281K 0.03% +384 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,607 shares 10,607 $280K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,408 shares; 2025Q2: 1,225 shares; 2025Q3: 1,160 shares; 2025Q4: 616 shares; 2026Q1: 762 shares; 2026Q2: 703 shares 703 $280K 0.03% -59 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,075 shares 4,075 $276K 0.03% new Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,591 shares; 2026Q2: 7,842 shares 7,842 $276K 0.03% +251 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,124 shares; 2026Q2: 10,098 shares 10,098 $276K 0.03% -2,026 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,602 shares; 2025Q2: 2,358 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,127 shares; 2026Q2: 2,172 shares 2,172 $274K 0.03% +45 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,938 shares; 2025Q3: not reported; 2025Q4: 4,381 shares; 2026Q1: 3,538 shares; 2026Q2: 3,448 shares 3,448 $274K 0.03% -90 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,074 shares; 2025Q2: 4,075 shares; 2025Q3: 4,744 shares; 2025Q4: 3,142 shares; 2026Q1: 3,067 shares; 2026Q2: 3,128 shares 3,128 $272K 0.03% +61 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 945 shares; 2025Q3: not reported; 2025Q4: 1,143 shares; 2026Q1: 1,586 shares; 2026Q2: 1,541 shares 1,541 $272K 0.03% -45 Timeline GMOM 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,342 shares; 2026Q2: 7,607 shares 7,607 $271K 0.03% +265 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 413 shares 413 $271K 0.03% new 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 loaded; 2024Q4: not loaded; 2025Q1: 4,190 shares; 2025Q2: 7,209 shares; 2025Q3: 9,339 shares; 2025Q4: 2,856 shares; 2026Q1: 2,451 shares; 2026Q2: 2,695 shares 2,695 $270K 0.03% +244 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,828 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,451 shares; 2026Q2: 5,414 shares 5,414 $270K 0.03% -37 Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,323 shares; 2025Q2: not reported; 2025Q3: 4,282 shares; 2025Q4: 5,581 shares; 2026Q1: 5,605 shares; 2026Q2: 5,081 shares 5,081 $268K 0.03% -524 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,450 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $267K 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 16,621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,836 shares; 2026Q2: 9,559 shares 9,559 $265K 0.03% -277 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 928 shares; 2025Q4: 936 shares; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $264K 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,909 shares; 2025Q2: 2,525 shares; 2025Q3: 2,460 shares; 2025Q4: 1,648 shares; 2026Q1: 2,148 shares; 2026Q2: 1,561 shares 1,561 $264K 0.03% -587 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,070 shares; 2026Q2: 9,863 shares 9,863 $264K 0.03% -6,207 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,000 shares 21,000 $263K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,274 shares 3,274 $263K 0.03% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,088 shares; 2025Q2: 12,801 shares; 2025Q3: 7,695 shares; 2025Q4: 3,598 shares; 2026Q1: 3,322 shares; 2026Q2: 3,351 shares 3,351 $261K 0.03% +29 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,593 shares; 2025Q2: 3,707 shares; 2025Q3: 3,640 shares; 2025Q4: 3,453 shares; 2026Q1: 2,101 shares; 2026Q2: 1,982 shares 1,982 $261K 0.03% -119 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,181 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,642 shares 7,642 $260K 0.03% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,902 shares; 2025Q2: 3,328 shares; 2025Q3: 2,128 shares; 2025Q4: 2,151 shares; 2026Q1: 2,028 shares; 2026Q2: 2,184 shares 2,184 $257K 0.03% +156 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,350 shares; 2025Q2: 20,550 shares; 2025Q3: 16,400 shares; 2025Q4: 15,900 shares; 2026Q1: 13,900 shares; 2026Q2: 11,650 shares 11,650 $256K 0.03% -2,250 Timeline NDAA 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,375 shares; 2026Q2: 10,707 shares 10,707 $255K 0.03% +332 Timeline FLMI 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 loaded; 2024Q4: not loaded; 2025Q1: 8,682 shares; 2025Q2: not reported; 2025Q3: 10,161 shares; 2025Q4: 10,077 shares; 2026Q1: 10,077 shares; 2026Q2: 10,109 shares 10,109 $254K 0.03% +32 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 891 shares; 2025Q2: 1,216 shares; 2025Q3: 1,180 shares; 2025Q4: 1,134 shares; 2026Q1: 675 shares; 2026Q2: 640 shares 640 $254K 0.03% -35 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,013 shares; 2025Q3: 3,003 shares; 2025Q4: 5,587 shares; 2026Q1: 1,991 shares; 2026Q2: 1,251 shares 1,251 $251K 0.03% -740 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,355 shares; 2026Q1: 783 shares; 2026Q2: 485 shares 485 $250K 0.03% -298 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,800 shares; 2025Q2: 2,264 shares; 2025Q3: 2,297 shares; 2025Q4: 2,380 shares; 2026Q1: 2,638 shares; 2026Q2: 1,684 shares 1,684 $250K 0.03% -954 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,671 shares; 2025Q2: 3,893 shares; 2025Q3: 2,895 shares; 2025Q4: 5,299 shares; 2026Q1: 5,605 shares; 2026Q2: 679 shares 679 $248K 0.03% -4,926 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,862 shares 1,862 $248K 0.03% 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,700 shares; 2026Q2: 8,403 shares 8,403 $247K 0.03% -297 Timeline KNGZ 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 loaded; 2024Q4: not loaded; 2025Q1: 7,182 shares; 2025Q2: 6,940 shares; 2025Q3: 6,341 shares; 2025Q4: 6,343 shares; 2026Q1: 6,344 shares; 2026Q2: 6,131 shares 6,131 $246K 0.03% -213 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,417 shares; 2025Q2: 9,979 shares; 2025Q3: 10,208 shares; 2025Q4: 9,158 shares; 2026Q1: 9,424 shares; 2026Q2: 9,652 shares 9,652 $246K 0.03% +228 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,060 shares; 2025Q2: 9,200 shares; 2025Q3: 7,357 shares; 2025Q4: 5,749 shares; 2026Q1: 5,605 shares; 2026Q2: 5,370 shares 5,370 $244K 0.03% -235 Timeline PEY 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 loaded; 2024Q4: not loaded; 2025Q1: 11,645 shares; 2025Q2: 11,523 shares; 2025Q3: 11,013 shares; 2025Q4: 10,480 shares; 2026Q1: 10,543 shares; 2026Q2: 10,543 shares 10,543 $244K 0.03% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,923 shares; 2026Q1: not reported; 2026Q2: 3,781 shares 3,781 $243K 0.03% 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 777 shares; 2026Q2: 774 shares 774 $242K 0.03% -3 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 189,263 shares; 2025Q2: 14,291 shares; 2025Q3: 9,330 shares; 2025Q4: 9,719 shares; 2026Q1: 10,196 shares; 2026Q2: 9,452 shares 9,452 $241K 0.03% -744 Timeline LGLV 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 loaded; 2024Q4: not loaded; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,480 shares; 2025Q4: 1,361 shares; 2026Q1: 1,361 shares; 2026Q2: 1,325 shares 1,325 $240K 0.03% -36 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,750 shares 19,750 $239K 0.03% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,459 shares; 2025Q2: 26,894 shares; 2025Q3: 18,461 shares; 2025Q4: 20,503 shares; 2026Q1: 39,506 shares; 2026Q2: 2,575 shares 2,575 $236K 0.03% -36,931 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 722 shares; 2025Q2: 340 shares; 2025Q3: 534 shares; 2025Q4: 611 shares; 2026Q1: 648 shares; 2026Q2: 513 shares 513 $236K 0.03% -135 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,532 shares 1,532 $235K 0.03% new Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,253 shares; 2025Q2: 4,440 shares; 2025Q3: 4,468 shares; 2025Q4: 4,565 shares; 2026Q1: 4,644 shares; 2026Q2: 4,644 shares 4,644 $235K 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,217 shares; 2025Q2: 3,322 shares; 2025Q3: 10,121 shares; 2025Q4: 3,169 shares; 2026Q1: 2,301 shares; 2026Q2: 1,670 shares 1,670 $234K 0.03% -631 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,397 shares; 2026Q1: 1,399 shares; 2026Q2: 1,372 shares 1,372 $233K 0.03% -27 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,921 shares 1,921 $233K 0.03% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,063 shares; 2025Q4: 4,329 shares; 2026Q1: 3,415 shares; 2026Q2: 3,229 shares 3,229 $232K 0.03% -186 Timeline FLTR 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 loaded; 2024Q4: not loaded; 2025Q1: 8,530 shares; 2025Q2: 9,514 shares; 2025Q3: 9,350 shares; 2025Q4: not reported; 2026Q1: 12,709 shares; 2026Q2: 9,059 shares 9,059 $232K 0.03% -3,650 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,736 shares 8,736 $232K 0.03% new Timeline CGHM 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,935 shares 8,935 $231K 0.03% new Timeline USAF 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,378 shares 8,378 $229K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,079 shares; 2026Q2: 1,199 shares 1,199 $228K 0.03% +120 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,798 shares; 2025Q2: 9,560 shares; 2025Q3: 9,339 shares; 2025Q4: 9,826 shares; 2026Q1: 9,909 shares; 2026Q2: 4,878 shares 4,878 $227K 0.03% -5,031 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 17,906 shares; 2025Q3: 8,053 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,919 shares 3,919 $226K 0.03% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,325 shares 1,325 $225K 0.03% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,629 shares; 2025Q2: 19,390 shares; 2025Q3: 6,948 shares; 2025Q4: 2,893 shares; 2026Q1: 4,615 shares; 2026Q2: 2,270 shares 2,270 $225K 0.03% -2,345 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,083 shares; 2026Q1: 2,951 shares; 2026Q2: 2,207 shares 2,207 $224K 0.03% -744 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,175 shares 1,175 $223K 0.03% new Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,141 shares; 2025Q2: 4,141 shares; 2025Q3: 4,141 shares; 2025Q4: 4,141 shares; 2026Q1: 4,141 shares; 2026Q2: 4,141 shares 4,141 $223K 0.03% 0 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 7,278 shares; 2025Q3: 7,167 shares; 2025Q4: 6,131 shares; 2026Q1: 10,725 shares; 2026Q2: 4,776 shares 4,776 $223K 0.03% -5,949 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,253 shares; 2025Q2: 1,068 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares; 2026Q2: 743 shares 743 $222K 0.03% -392 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,150 shares 24,150 $221K 0.03% new Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,350 shares 49,350 $221K 0.03% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,320 shares; 2025Q2: 3,034 shares; 2025Q3: 3,789 shares; 2025Q4: 1,535 shares; 2026Q1: not reported; 2026Q2: 1,314 shares 1,314 $220K 0.03% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,769 shares 3,769 $219K 0.03% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares; 2026Q1: 841 shares; 2026Q2: 772 shares 772 $219K 0.03% -69 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,385 shares; 2026Q1: 6,000 shares; 2026Q2: 3,470 shares 3,470 $215K 0.02% -2,530 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,600 shares 3,600 $215K 0.02% new Timeline VTMX VESTA REAL ESTATE CORP More: the full row for VESTA REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,112 shares; 2026Q2: 6,211 shares 6,211 $213K 0.02% +99 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $212K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,687 shares; 2025Q3: 2,724 shares; 2025Q4: 2,814 shares; 2026Q1: not reported; 2026Q2: 1,959 shares 1,959 $211K 0.02% new Timeline PHO 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares; 2025Q4: 3,059 shares; 2026Q1: 3,059 shares; 2026Q2: 3,059 shares 3,059 $211K 0.02% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,388 shares 7,388 $211K 0.02% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,834 shares 2,834 $211K 0.02% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,451 shares; 2025Q2: 16,786 shares; 2025Q3: 46,394 shares; 2025Q4: 41,118 shares; 2026Q1: 19,730 shares; 2026Q2: 20,071 shares 20,071 $211K 0.02% +341 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,143 shares; 2025Q3: 1,303 shares; 2025Q4: 1,361 shares; 2026Q1: 1,361 shares; 2026Q2: 1,358 shares 1,358 $211K 0.02% -3 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,601 shares; 2025Q2: 3,965 shares; 2025Q3: 2,160 shares; 2025Q4: 2,165 shares; 2026Q1: 2,124 shares; 2026Q2: 2,083 shares 2,083 $210K 0.02% -41 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 13,401 shares; 2025Q3: 4,657 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,480 shares 2,480 $208K 0.02% new Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,826 shares; 2026Q2: 6,016 shares 6,016 $208K 0.02% +190 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,769 shares; 2025Q2: 12,978 shares; 2025Q3: 17,357 shares; 2025Q4: 9,795 shares; 2026Q1: 9,913 shares; 2026Q2: 6,490 shares 6,490 $207K 0.02% -3,423 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,851 shares 4,851 $207K 0.02% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,133 shares 2,133 $206K 0.02% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 552 shares 552 $206K 0.02% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,887 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 834 shares 834 $205K 0.02% 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,545 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,387 shares 3,387 $205K 0.02% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 15,730 shares; 2025Q3: 15,973 shares; 2025Q4: 16,173 shares; 2026Q1: not reported; 2026Q2: 18,920 shares 18,920 $204K 0.02% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,452 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,765 shares 2,765 $204K 0.02% new Timeline UPAR 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,092 shares; 2026Q2: 12,524 shares 12,524 $203K 0.02% +432 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,930 shares; 2025Q2: 10,040 shares; 2025Q3: 10,501 shares; 2025Q4: 4,220 shares; 2026Q1: 3,911 shares; 2026Q2: 2,171 shares 2,171 $203K 0.02% -1,740 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,996 shares; 2026Q2: 6,148 shares 6,148 $200K 0.02% -9,848 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,747 shares; 2025Q4: 26,747 shares; 2026Q1: 26,747 shares; 2026Q2: 24,293 shares 24,293 $198K 0.02% -2,454 Timeline OWNB BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,977 shares; 2025Q4: 9,468 shares; 2026Q1: 10,398 shares; 2026Q2: 11,113 shares 11,113 $196K 0.02% +715 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,129 shares; 2025Q2: 23,221 shares; 2025Q3: 24,313 shares; 2025Q4: 27,013 shares; 2026Q1: 19,302 shares; 2026Q2: 19,159 shares 19,159 $185K 0.02% -143 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,005 shares 57,005 $154K 0.02% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,166 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000 $152K 0.02% 0 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $133K 0.02% 0 Timeline RSKD RISKIFIED LTD More: the full row for RISKIFIED LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 20,055 shares; 2025Q3: not reported; 2025Q4: 108,193 shares; 2026Q1: 22,593 shares; 2026Q2: 22,593 shares 22,593 $114K 0.01% 0 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $112K 0.01% 0 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,000 shares 16,000 $104K 0.01% new Timeline