SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,415,118 shares; 2025Q1: 1,547,810 shares; 2025Q2: 1,528,848 shares; 2025Q3: 1,605,031 shares; 2025Q4: 1,744,238 shares; 2026Q1: 2,343,557 shares; 2026Q2: 2,850,502 shares; 2026Q3: 3,068,711 shares 3,068,711 $275M 13.57% +218,209 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,256,891 shares; 2026Q2: 2,402,506 shares; 2026Q3: 2,617,636 shares 2,617,636 $95.2M 4.69% +215,130 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,526 shares; 2025Q1: 100,787 shares; 2025Q2: 97,339 shares; 2025Q3: 108,814 shares; 2025Q4: 112,136 shares; 2026Q1: 124,725 shares; 2026Q2: 870,799 shares; 2026Q3: 886,790 shares 886,790 $79.9M 3.94% +15,991 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 561,156 shares; 2025Q1: 602,537 shares; 2025Q2: 638,734 shares; 2025Q3: 794,480 shares; 2025Q4: 972,506 shares; 2026Q1: 1,009,789 shares; 2026Q2: 1,043,867 shares; 2026Q3: 1,089,532 shares 1,089,532 $75.5M 3.72% +45,665 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 681,912 shares; 2025Q1: 712,043 shares; 2025Q2: 736,027 shares; 2025Q3: 831,601 shares; 2025Q4: 867,832 shares; 2026Q1: 917,014 shares; 2026Q2: 1,011,182 shares; 2026Q3: 1,043,160 shares 1,043,160 $73.7M 3.63% +31,978 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; 2024Q4: 372,069 shares; 2025Q1: 330,597 shares; 2025Q2: 226,093 shares; 2025Q3: 237,673 shares; 2025Q4: 296,343 shares; 2026Q1: 314,137 shares; 2026Q2: 419,977 shares; 2026Q3: 499,952 shares 499,952 $61.5M 3.03% +79,975 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 186,169 shares; 2025Q1: 189,036 shares; 2025Q2: 194,888 shares; 2025Q3: 215,634 shares; 2025Q4: 222,186 shares; 2026Q1: 240,791 shares; 2026Q2: 273,505 shares; 2026Q3: 284,326 shares 284,326 $61.4M 3.03% +10,821 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,030,631 shares; 2025Q1: 1,957,773 shares; 2025Q2: 1,855,300 shares; 2025Q3: 1,839,453 shares; 2025Q4: 1,536,741 shares; 2026Q1: 1,416,825 shares; 2026Q2: 1,362,389 shares; 2026Q3: 1,325,009 shares 1,325,009 $49.1M 2.42% -37,380 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,719 shares; 2025Q3: 529,670 shares; 2025Q4: 664,625 shares; 2026Q1: 945,924 shares; 2026Q2: 939,162 shares; 2026Q3: 975,182 shares 975,182 $46M 2.27% +36,020 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,207 shares; 2025Q1: 93,038 shares; 2025Q2: 102,108 shares; 2025Q3: 113,889 shares; 2025Q4: 223,947 shares; 2026Q1: 156,320 shares; 2026Q2: 174,363 shares; 2026Q3: 200,049 shares 200,049 $45.7M 2.25% +25,686 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 283,240 shares; 2025Q1: 299,631 shares; 2025Q2: 332,135 shares; 2025Q3: 346,225 shares; 2025Q4: 367,438 shares; 2026Q1: 227,899 shares; 2026Q2: 223,145 shares; 2026Q3: 882,068 shares 882,068 $44.3M 2.18% +658,923 Timeline DCOR DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 492,068 shares 492,068 $40.7M 2% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,771 shares; 2025Q1: 68,347 shares; 2025Q2: 83,754 shares; 2025Q3: 98,563 shares; 2025Q4: 109,468 shares; 2026Q1: 104,760 shares; 2026Q2: 106,345 shares; 2026Q3: 110,712 shares 110,712 $36.9M 1.82% +4,367 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209,126 shares; 2025Q1: 218,035 shares; 2025Q2: 373,081 shares; 2025Q3: 381,763 shares; 2025Q4: 458,913 shares; 2026Q1: 546,149 shares; 2026Q2: 595,099 shares; 2026Q3: 783,389 shares 783,389 $36.7M 1.81% +188,290 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,250 shares; 2025Q1: 18,366 shares; 2025Q2: 220,810 shares; 2025Q3: 13,472 shares; 2025Q4: 412,696 shares; 2026Q1: 494,090 shares; 2026Q2: 57,558 shares; 2026Q3: 542,283 shares 542,283 $27.5M 1.35% +484,725 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,578 shares; 2025Q1: 252,806 shares; 2025Q2: 430,992 shares; 2025Q3: 479,511 shares; 2025Q4: 774,664 shares; 2026Q1: 424,155 shares; 2026Q2: 297,950 shares; 2026Q3: 314,749 shares 314,749 $25.5M 1.26% +16,799 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 271,234 shares; 2025Q1: 276,274 shares; 2025Q2: 284,026 shares; 2025Q3: 312,977 shares; 2025Q4: 322,210 shares; 2026Q1: 351,544 shares; 2026Q2: 395,627 shares; 2026Q3: 415,468 shares 415,468 $24.6M 1.21% +19,841 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 808,370 shares; 2026Q2: 912,153 shares; 2026Q3: 999,962 shares 999,962 $21.9M 1.08% +87,809 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424,273 shares; 2025Q3: 466,433 shares; 2025Q4: 568,055 shares; 2026Q1: 629,862 shares; 2026Q2: 445,384 shares; 2026Q3: 474,938 shares 474,938 $20.9M 1.03% +29,554 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,004,422 shares; 2025Q1: 1,071,152 shares; 2025Q2: 1,098,080 shares; 2025Q3: 1,147,403 shares; 2025Q4: 570,925 shares; 2026Q1: 494,724 shares; 2026Q2: 517,545 shares; 2026Q3: 551,909 shares 551,909 $20.8M 1.02% +34,364 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,495 shares; 2025Q4: 166,093 shares; 2026Q1: 267,958 shares; 2026Q2: 355,947 shares; 2026Q3: 334,229 shares 334,229 $20.1M 0.99% -21,718 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,676 shares; 2025Q1: 26,639 shares; 2025Q2: 32,398 shares; 2025Q3: 34,053 shares; 2025Q4: 34,973 shares; 2026Q1: 36,037 shares; 2026Q2: 33,991 shares; 2026Q3: 34,905 shares 34,905 $17.9M 0.88% +914 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,902 shares; 2025Q1: 128,216 shares; 2025Q2: 133,877 shares; 2025Q3: 148,186 shares; 2025Q4: 161,308 shares; 2026Q1: 185,081 shares; 2026Q2: 213,928 shares; 2026Q3: 224,834 shares 224,834 $17.2M 0.85% +10,906 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533,574 shares; 2026Q3: 570,711 shares 570,711 $17M 0.84% +37,137 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,207 shares; 2025Q1: 4,378 shares; 2025Q2: 29,018 shares; 2025Q3: 15,620 shares; 2025Q4: 30,594 shares; 2026Q1: 30,898 shares; 2026Q2: 23,033 shares; 2026Q3: 23,705 shares 23,705 $16.6M 0.82% +672 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,595 shares; 2025Q1: 37,326 shares; 2025Q2: 38,903 shares; 2025Q3: 48,929 shares; 2025Q4: 45,192 shares; 2026Q1: 47,917 shares; 2026Q2: 51,773 shares; 2026Q3: 57,939 shares 57,939 $16.5M 0.81% +6,166 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,173 shares; 2025Q1: 16,685 shares; 2025Q2: 28,234 shares; 2025Q3: 30,024 shares; 2025Q4: 28,644 shares; 2026Q1: 26,972 shares; 2026Q2: 24,923 shares; 2026Q3: 22,110 shares 22,110 $16.4M 0.81% -2,813 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 274,337 shares; 2025Q1: 295,888 shares; 2025Q2: 303,166 shares; 2025Q3: 323,233 shares; 2025Q4: 283,886 shares; 2026Q1: 296,727 shares; 2026Q2: 338,127 shares; 2026Q3: 343,786 shares 343,786 $16M 0.79% +5,659 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,444 shares; 2025Q1: 53,933 shares; 2025Q2: 58,575 shares; 2025Q3: 62,075 shares; 2025Q4: 57,502 shares; 2026Q1: 58,905 shares; 2026Q2: 63,849 shares; 2026Q3: 66,862 shares 66,862 $15.3M 0.75% +3,013 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; 2024Q4: 377,232 shares; 2025Q1: 383,012 shares; 2025Q2: 227,776 shares; 2025Q3: 102,934 shares; 2025Q4: 196,147 shares; 2026Q1: 136,109 shares; 2026Q2: 129,940 shares; 2026Q3: 591,444 shares 591,444 $14.4M 0.71% +461,504 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 76,336 shares; 2025Q2: 102,068 shares; 2025Q3: 115,536 shares; 2025Q4: 102,966 shares; 2026Q1: 114,241 shares; 2026Q2: 123,653 shares; 2026Q3: 136,082 shares 136,082 $12.5M 0.62% +12,429 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,049 shares; 2025Q1: 10,311 shares; 2025Q2: 8,082 shares; 2025Q3: 8,425 shares; 2025Q4: 14,132 shares; 2026Q1: 18,344 shares; 2026Q2: 17,344 shares; 2026Q3: 16,011 shares 16,011 $12.3M 0.6% -1,333 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,901 shares; 2025Q1: 27,726 shares; 2025Q2: 78,793 shares; 2025Q3: 45,726 shares; 2025Q4: 66,658 shares; 2026Q1: 30,072 shares; 2026Q2: 40,472 shares; 2026Q3: 39,289 shares 39,289 $12M 0.59% -1,183 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; 2024Q4: 108,667 shares; 2025Q1: 159,516 shares; 2025Q2: 170,148 shares; 2025Q3: 191,869 shares; 2025Q4: 285,511 shares; 2026Q1: 242,355 shares; 2026Q2: 196,968 shares; 2026Q3: 217,799 shares 217,799 $11.1M 0.55% +20,831 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; 2024Q4: 194,783 shares; 2025Q1: 202,118 shares; 2025Q2: 208,149 shares; 2025Q3: 217,634 shares; 2025Q4: 202,969 shares; 2026Q1: 219,632 shares; 2026Q2: 243,899 shares; 2026Q3: 256,055 shares 256,055 $10.3M 0.51% +12,156 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 149,220 shares; 2025Q1: 155,983 shares; 2025Q2: 160,073 shares; 2025Q3: 166,900 shares; 2025Q4: 157,261 shares; 2026Q1: 172,178 shares; 2026Q2: 188,565 shares; 2026Q3: 198,896 shares 198,896 $10.2M 0.5% +10,331 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 420,912 shares; 2025Q1: 457,858 shares; 2025Q2: 470,765 shares; 2025Q3: 494,668 shares; 2025Q4: 247,488 shares; 2026Q1: 223,810 shares; 2026Q2: 237,364 shares; 2026Q3: 255,739 shares 255,739 $10.2M 0.5% +18,375 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; 2024Q4: 64,401 shares; 2025Q1: 63,769 shares; 2025Q2: 66,603 shares; 2025Q3: 73,418 shares; 2025Q4: 79,067 shares; 2026Q1: 98,580 shares; 2026Q2: 128,464 shares; 2026Q3: 138,942 shares 138,942 $10.1M 0.5% +10,478 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 312,436 shares 312,436 $10.1M 0.5% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,810 shares; 2025Q1: 9,438 shares; 2025Q2: 21,084 shares; 2025Q3: 23,118 shares; 2025Q4: 20,274 shares; 2026Q1: 19,436 shares; 2026Q2: 19,068 shares; 2026Q3: 19,832 shares 19,832 $9.88M 0.49% +764 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,632 shares; 2025Q3: 202,189 shares; 2025Q4: 204,371 shares; 2026Q1: 205,451 shares; 2026Q2: 201,133 shares; 2026Q3: 199,250 shares 199,250 $9.73M 0.48% -1,883 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,836 shares; 2025Q1: 140,665 shares; 2025Q2: 143,303 shares; 2025Q3: 148,135 shares; 2025Q4: 128,861 shares; 2026Q1: 141,021 shares; 2026Q2: 148,321 shares; 2026Q3: 159,445 shares 159,445 $8.28M 0.41% +11,124 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,324 shares; 2025Q1: 108,370 shares; 2025Q2: 112,979 shares; 2025Q3: 123,908 shares; 2025Q4: 133,883 shares; 2026Q1: 150,801 shares; 2026Q2: 174,495 shares; 2026Q3: 183,732 shares 183,732 $8.16M 0.4% +9,237 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,254 shares; 2025Q1: 101,768 shares; 2025Q2: 105,390 shares; 2025Q3: 154,853 shares; 2025Q4: 188,643 shares; 2026Q1: 94,707 shares; 2026Q2: 150,646 shares; 2026Q3: 100,792 shares 100,792 $7.87M 0.39% -49,854 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 229,407 shares; 2025Q1: 243,848 shares; 2025Q2: 258,419 shares; 2025Q3: 270,179 shares; 2025Q4: 165,237 shares; 2026Q1: 175,352 shares; 2026Q2: 183,958 shares; 2026Q3: 189,645 shares 189,645 $7.85M 0.39% +5,687 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 60,970 shares; 2025Q2: 66,109 shares; 2025Q3: 76,940 shares; 2025Q4: 96,879 shares; 2026Q1: 122,857 shares; 2026Q2: 146,866 shares; 2026Q3: 168,642 shares 168,642 $7.7M 0.38% +21,776 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; 2024Q4: 67,224 shares; 2025Q1: 67,681 shares; 2025Q2: 71,217 shares; 2025Q3: 78,469 shares; 2025Q4: 84,119 shares; 2026Q1: 98,102 shares; 2026Q2: 114,027 shares; 2026Q3: 121,083 shares 121,083 $7.6M 0.37% +7,056 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169,070 shares; 2025Q1: 183,451 shares; 2025Q2: 193,930 shares; 2025Q3: 205,424 shares; 2025Q4: 134,553 shares; 2026Q1: 142,190 shares; 2026Q2: 149,999 shares; 2026Q3: 161,734 shares 161,734 $7.5M 0.37% +11,735 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,122 shares; 2025Q1: 24,496 shares; 2025Q2: 26,604 shares; 2025Q3: 26,327 shares; 2025Q4: 27,312 shares; 2026Q1: 26,783 shares; 2026Q2: 28,576 shares; 2026Q3: 29,959 shares 29,959 $7.46M 0.37% +1,383 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174,446 shares; 2025Q1: 189,358 shares; 2025Q2: 203,379 shares; 2025Q3: 216,375 shares; 2025Q4: 140,047 shares; 2026Q1: 149,978 shares; 2026Q2: 158,706 shares; 2026Q3: 171,501 shares 171,501 $7.27M 0.36% +12,795 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 203,027 shares; 2025Q1: 218,477 shares; 2025Q2: 238,495 shares; 2025Q3: 251,545 shares; 2025Q4: 163,637 shares; 2026Q1: 175,304 shares; 2026Q2: 185,163 shares; 2026Q3: 200,603 shares 200,603 $7.2M 0.35% +15,440 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,777 shares; 2025Q1: 21,794 shares; 2025Q2: 35,593 shares; 2025Q3: 21,369 shares; 2025Q4: 18,941 shares; 2026Q1: 19,269 shares; 2026Q2: 12,900 shares; 2026Q3: 19,219 shares 19,219 $7.19M 0.35% +6,319 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,782 shares; 2025Q1: 126,369 shares; 2025Q2: 139,109 shares; 2025Q3: 151,892 shares; 2025Q4: 141,462 shares; 2026Q1: 149,099 shares; 2026Q2: 155,556 shares; 2026Q3: 167,543 shares 167,543 $7.17M 0.35% +11,987 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,969 shares; 2025Q1: 128,161 shares; 2025Q2: 140,841 shares; 2025Q3: 153,045 shares; 2025Q4: 144,030 shares; 2026Q1: 152,967 shares; 2026Q2: 159,971 shares; 2026Q3: 172,522 shares 172,522 $7.13M 0.35% +12,551 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,646 shares; 2025Q1: 125,223 shares; 2025Q2: 137,840 shares; 2025Q3: 149,474 shares; 2025Q4: 139,083 shares; 2026Q1: 147,456 shares; 2026Q2: 153,873 shares; 2026Q3: 165,744 shares 165,744 $7.12M 0.35% +11,871 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,876 shares; 2025Q1: 123,678 shares; 2025Q2: 135,566 shares; 2025Q3: 147,410 shares; 2025Q4: 137,406 shares; 2026Q1: 145,429 shares; 2026Q2: 151,740 shares; 2026Q3: 163,706 shares 163,706 $7.07M 0.35% +11,966 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116,141 shares; 2025Q1: 135,469 shares; 2025Q2: 148,837 shares; 2025Q3: 162,156 shares; 2025Q4: 151,481 shares; 2026Q1: 157,913 shares; 2026Q2: 164,993 shares; 2026Q3: 178,188 shares 178,188 $7.04M 0.35% +13,195 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,869 shares; 2025Q1: 125,816 shares; 2025Q2: 138,338 shares; 2025Q3: 150,890 shares; 2025Q4: 139,967 shares; 2026Q1: 148,393 shares; 2026Q2: 155,052 shares; 2026Q3: 167,463 shares 167,463 $7.04M 0.35% +12,411 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 157,970 shares; 2025Q1: 149,548 shares; 2025Q2: 141,554 shares; 2025Q3: 138,967 shares; 2025Q4: 95,098 shares; 2026Q1: 92,337 shares; 2026Q2: 87,654 shares; 2026Q3: 84,459 shares 84,459 $7.01M 0.35% -3,195 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,450 shares; 2025Q1: 131,127 shares; 2025Q2: 144,191 shares; 2025Q3: 157,407 shares; 2025Q4: 147,670 shares; 2026Q1: 156,897 shares; 2026Q2: 164,596 shares; 2026Q3: 179,416 shares 179,416 $6.96M 0.34% +14,820 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; 2024Q4: 642,751 shares; 2025Q1: 793,566 shares; 2025Q2: 823,628 shares; 2025Q3: 858,514 shares; 2025Q4: 157,626 shares; 2026Q1: 223,169 shares; 2026Q2: 211,835 shares; 2026Q3: 198,626 shares 198,626 $6.94M 0.34% -13,209 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,795 shares; 2025Q1: 138,789 shares; 2025Q2: 151,276 shares; 2025Q3: 163,759 shares; 2025Q4: 145,710 shares; 2026Q1: 154,608 shares; 2026Q2: 162,090 shares; 2026Q3: 176,407 shares 176,407 $6.91M 0.34% +14,317 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,334 shares; 2025Q1: 3,110 shares; 2025Q2: 7,204 shares; 2025Q3: 7,350 shares; 2025Q4: 10,418 shares; 2026Q1: 9,733 shares; 2026Q2: 7,929 shares; 2026Q3: 7,769 shares 7,769 $5.93M 0.29% -160 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,299 shares; 2025Q1: 3,751 shares; 2025Q2: 5,800 shares; 2025Q3: 14,988 shares; 2025Q4: 30,527 shares; 2026Q1: 37,468 shares; 2026Q2: 30,961 shares; 2026Q3: 30,108 shares 30,108 $5.89M 0.29% -853 Timeline HEAL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,289 shares; 2026Q2: 152,047 shares; 2026Q3: 195,122 shares 195,122 $5.76M 0.28% +43,075 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,671 shares; 2025Q3: 67,186 shares; 2025Q4: 65,025 shares; 2026Q1: 61,937 shares; 2026Q2: 57,037 shares; 2026Q3: 54,777 shares 54,777 $5.66M 0.28% -2,260 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,002 shares; 2025Q1: 21,587 shares; 2025Q2: 29,359 shares; 2025Q3: 28,932 shares; 2025Q4: 20,322 shares; 2026Q1: 22,439 shares; 2026Q2: 20,281 shares; 2026Q3: 21,084 shares 21,084 $5.52M 0.27% +803 Timeline VTEI 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; 2024Q4: 4,176 shares; 2025Q1: 25,764 shares; 2025Q2: 29,231 shares; 2025Q3: 33,803 shares; 2025Q4: 37,241 shares; 2026Q1: 52,738 shares; 2026Q2: 55,973 shares; 2026Q3: 57,680 shares 57,680 $5.5M 0.27% +1,707 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,472 shares; 2025Q1: 36,402 shares; 2025Q2: 37,934 shares; 2025Q3: 43,189 shares; 2025Q4: 52,084 shares; 2026Q1: 53,806 shares; 2026Q2: 64,106 shares; 2026Q3: 72,127 shares 72,127 $5.44M 0.27% +8,021 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,575 shares; 2025Q1: 26,868 shares; 2025Q2: 41,128 shares; 2025Q3: 48,180 shares; 2025Q4: 62,936 shares; 2026Q1: 71,247 shares; 2026Q2: 142,708 shares; 2026Q3: 156,701 shares 156,701 $5.4M 0.27% +13,993 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,713 shares; 2025Q4: 62,820 shares; 2026Q1: 63,837 shares; 2026Q2: 61,078 shares; 2026Q3: 59,482 shares 59,482 $5.36M 0.26% -1,596 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,127 shares; 2026Q2: 133,752 shares; 2026Q3: 170,028 shares 170,028 $5.31M 0.26% +36,276 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,143 shares; 2025Q4: 90,579 shares; 2026Q1: 90,448 shares; 2026Q2: 86,476 shares; 2026Q3: 81,893 shares 81,893 $5.18M 0.26% -4,583 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,934 shares; 2026Q2: 76,131 shares; 2026Q3: 106,434 shares 106,434 $4.99M 0.25% +30,303 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,365 shares; 2025Q1: 25,034 shares; 2025Q2: 25,085 shares; 2025Q3: 25,046 shares; 2025Q4: 25,034 shares; 2026Q1: 25,034 shares; 2026Q2: 25,048 shares; 2026Q3: 25,051 shares 25,051 $4.92M 0.24% +3 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,450 shares; 2025Q1: not reported; 2025Q2: 33,702 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 61,099 shares 61,099 $4.92M 0.24% new Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,616 shares; 2026Q2: 67,251 shares; 2026Q3: 92,416 shares 92,416 $4.92M 0.24% +25,165 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,001 shares; 2025Q1: 8,991 shares; 2025Q2: 17,358 shares; 2025Q3: 25,543 shares; 2025Q4: 22,303 shares; 2026Q1: 10,344 shares; 2026Q2: 8,794 shares; 2026Q3: 8,404 shares 8,404 $4.78M 0.24% -390 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,659 shares; 2025Q1: 7,605 shares; 2025Q2: 15,533 shares; 2025Q3: 15,120 shares; 2025Q4: 10,402 shares; 2026Q1: 14,554 shares; 2026Q2: 14,013 shares; 2026Q3: 13,826 shares 13,826 $4.71M 0.23% -187 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,040 shares; 2026Q2: 117,261 shares; 2026Q3: 166,867 shares 166,867 $4.71M 0.23% +49,606 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; 2024Q4: 45,770 shares; 2025Q1: 49,706 shares; 2025Q2: 51,257 shares; 2025Q3: 55,585 shares; 2025Q4: 66,211 shares; 2026Q1: 77,831 shares; 2026Q2: 81,901 shares; 2026Q3: 94,120 shares 94,120 $4.67M 0.23% +12,219 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,433 shares; 2026Q2: 121,146 shares; 2026Q3: 171,724 shares 171,724 $4.66M 0.23% +50,578 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,020 shares; 2025Q3: 37,377 shares; 2025Q4: 49,471 shares; 2026Q1: 57,584 shares; 2026Q2: 84,783 shares; 2026Q3: 106,218 shares 106,218 $4.55M 0.22% +21,435 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,687 shares; 2025Q1: 109,465 shares; 2025Q2: 96,516 shares; 2025Q3: 30,648 shares; 2025Q4: 31,916 shares; 2026Q1: 19,793 shares; 2026Q2: 18,730 shares; 2026Q3: 16,811 shares 16,811 $4.45M 0.22% -1,919 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,819 shares 26,819 $4.36M 0.22% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,515 shares; 2026Q2: 103,159 shares; 2026Q3: 147,739 shares 147,739 $4.33M 0.21% +44,580 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,792 shares; 2025Q1: 9,048 shares; 2025Q2: 11,362 shares; 2025Q3: 11,310 shares; 2025Q4: 13,072 shares; 2026Q1: 11,785 shares; 2026Q2: 11,832 shares; 2026Q3: 12,240 shares 12,240 $4.21M 0.21% +408 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,817 shares; 2025Q1: 9,411 shares; 2025Q2: 11,998 shares; 2025Q3: 12,472 shares; 2025Q4: 17,261 shares; 2026Q1: 19,754 shares; 2026Q2: 83,668 shares; 2026Q3: 41,133 shares 41,133 $3.67M 0.18% -42,535 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,168 shares; 2025Q1: 27,751 shares; 2025Q2: 26,579 shares; 2025Q3: 23,719 shares; 2025Q4: not reported; 2026Q1: 7,376 shares; 2026Q2: 33,450 shares; 2026Q3: 37,595 shares 37,595 $3.53M 0.17% +4,145 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,183 shares; 2025Q1: 15,824 shares; 2025Q2: 18,702 shares; 2025Q3: 10,262 shares; 2025Q4: 10,311 shares; 2026Q1: 8,028 shares; 2026Q2: 9,020 shares; 2026Q3: 9,880 shares 9,880 $3.47M 0.17% +860 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,035 shares; 2026Q1: 33,891 shares; 2026Q2: 36,397 shares; 2026Q3: 40,388 shares 40,388 $3.4M 0.17% +3,991 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,074 shares; 2025Q1: 25,990 shares; 2025Q2: 24,510 shares; 2025Q3: 28,038 shares; 2025Q4: 29,986 shares; 2026Q1: 25,277 shares; 2026Q2: 25,373 shares; 2026Q3: 23,816 shares 23,816 $3.39M 0.17% -1,557 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,449 shares; 2025Q2: 33,851 shares; 2025Q3: 41,766 shares; 2025Q4: 47,045 shares; 2026Q1: 60,685 shares; 2026Q2: 58,763 shares; 2026Q3: 62,674 shares 62,674 $3.37M 0.17% +3,911 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,194 shares; 2025Q3: not reported; 2025Q4: 12,837 shares; 2026Q1: 21,412 shares; 2026Q2: 24,632 shares; 2026Q3: 19,921 shares 19,921 $3.36M 0.17% -4,711 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,375 shares; 2025Q1: 3,799 shares; 2025Q2: 4,161 shares; 2025Q3: 4,606 shares; 2025Q4: 5,346 shares; 2026Q1: 4,609 shares; 2026Q2: 4,092 shares; 2026Q3: 4,592 shares 4,592 $3.33M 0.16% +500 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,133 shares; 2026Q3: 67,728 shares 67,728 $3.29M 0.16% +9,595 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,801 shares; 2025Q1: 13,289 shares; 2025Q2: 13,161 shares; 2025Q3: 13,224 shares; 2025Q4: 11,765 shares; 2026Q1: 11,588 shares; 2026Q2: 11,511 shares; 2026Q3: 11,344 shares 11,344 $3.23M 0.16% -167 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,836 shares; 2025Q1: 3,751 shares; 2025Q2: 4,114 shares; 2025Q3: 4,123 shares; 2025Q4: 4,240 shares; 2026Q1: 4,096 shares; 2026Q2: 4,025 shares; 2026Q3: 3,892 shares 3,892 $3.16M 0.16% -133 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,070 shares; 2025Q1: 21,725 shares; 2025Q2: 20,229 shares; 2025Q3: 20,270 shares; 2025Q4: 19,729 shares; 2026Q1: 18,462 shares; 2026Q2: 18,487 shares; 2026Q3: 18,079 shares 18,079 $3.02M 0.15% -408 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,359 shares; 2025Q1: 40,548 shares; 2025Q2: 42,843 shares; 2025Q3: 43,610 shares; 2025Q4: 40,943 shares; 2026Q1: 43,118 shares; 2026Q2: 56,291 shares; 2026Q3: 65,959 shares 65,959 $2.91M 0.14% +9,668 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,858 shares; 2025Q1: 9,260 shares; 2025Q2: 19,432 shares; 2025Q3: 23,258 shares; 2025Q4: 46,691 shares; 2026Q1: 61,617 shares; 2026Q2: 47,737 shares; 2026Q3: 55,390 shares 55,390 $2.87M 0.14% +7,653 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,810 shares; 2025Q1: 3,331 shares; 2025Q2: 4,509 shares; 2025Q3: 5,657 shares; 2025Q4: 5,946 shares; 2026Q1: 5,356 shares; 2026Q2: 4,602 shares; 2026Q3: 8,016 shares 8,016 $2.84M 0.14% +3,414 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,068 shares; 2025Q1: 76,203 shares; 2025Q2: 68,173 shares; 2025Q3: 66,799 shares; 2025Q4: 58,431 shares; 2026Q1: 70,009 shares; 2026Q2: 64,324 shares; 2026Q3: 61,691 shares 61,691 $2.84M 0.14% -2,633 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,646 shares; 2026Q2: 12,559 shares; 2026Q3: 14,036 shares 14,036 $2.78M 0.14% +1,477 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 170,714 shares; 2025Q1: 192,064 shares; 2025Q2: 228,844 shares; 2025Q3: 222,853 shares; 2025Q4: 133,663 shares; 2026Q1: 143,329 shares; 2026Q2: 12,933 shares; 2026Q3: 12,381 shares 12,381 $2.75M 0.14% -552 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,377 shares; 2025Q1: 2,791 shares; 2025Q2: 2,859 shares; 2025Q3: 2,637 shares; 2025Q4: 2,569 shares; 2026Q1: 3,476 shares; 2026Q2: 3,009 shares; 2026Q3: 2,934 shares 2,934 $2.67M 0.13% -75 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,377 shares; 2025Q1: 19,363 shares; 2025Q2: 15,044 shares; 2025Q3: 15,084 shares; 2025Q4: 16,307 shares; 2026Q1: 25,168 shares; 2026Q2: 23,124 shares; 2026Q3: 26,062 shares 26,062 $2.63M 0.13% +2,938 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,911 shares; 2025Q1: 4,914 shares; 2025Q2: 6,067 shares; 2025Q3: 5,577 shares; 2025Q4: 6,981 shares; 2026Q1: 6,133 shares; 2026Q2: 4,357 shares; 2026Q3: 4,303 shares 4,303 $2.63M 0.13% -54 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,745 shares; 2026Q2: 127,915 shares; 2026Q3: 161,207 shares 161,207 $2.63M 0.13% +33,292 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,070 shares; 2025Q3: 34,517 shares; 2025Q4: 34,726 shares; 2026Q1: 34,371 shares; 2026Q2: 99,827 shares; 2026Q3: 96,061 shares 96,061 $2.6M 0.13% -3,766 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; 2024Q4: 9,726 shares; 2025Q1: 9,725 shares; 2025Q2: 9,726 shares; 2025Q3: 9,726 shares; 2025Q4: 7,426 shares; 2026Q1: 39,800 shares; 2026Q2: 38,034 shares; 2026Q3: 36,555 shares 36,555 $2.55M 0.13% -1,479 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212,200 shares; 2025Q1: 221,349 shares; 2025Q2: 208,372 shares; 2025Q3: 257,323 shares; 2025Q4: 68,336 shares; 2026Q1: 68,705 shares; 2026Q2: 36,358 shares; 2026Q3: 27,524 shares 27,524 $2.52M 0.12% -8,834 Timeline MBBA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 53,585 shares 53,585 $2.51M 0.12% new Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,625 shares; 2025Q1: 8,624 shares; 2025Q2: 10,524 shares; 2025Q3: 51,529 shares; 2025Q4: 19,812 shares; 2026Q1: 19,435 shares; 2026Q2: 17,952 shares; 2026Q3: 80,048 shares 80,048 $2.42M 0.12% +62,096 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,095 shares; 2026Q2: 40,799 shares; 2026Q3: 52,174 shares 52,174 $2.34M 0.12% +11,375 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; 2024Q4: 3,152 shares; 2025Q1: 4,002 shares; 2025Q2: 3,926 shares; 2025Q3: 5,793 shares; 2025Q4: not reported; 2026Q1: 8,700 shares; 2026Q2: 27,545 shares; 2026Q3: 33,249 shares 33,249 $2.33M 0.11% +5,704 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,053 shares; 2025Q3: 17,004 shares; 2025Q4: 22,513 shares; 2026Q1: 34,951 shares; 2026Q2: 56,387 shares; 2026Q3: 62,730 shares 62,730 $2.29M 0.11% +6,343 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,253 shares; 2025Q3: 38,725 shares; 2025Q4: 43,031 shares; 2026Q1: 47,663 shares; 2026Q2: 56,744 shares; 2026Q3: 75,145 shares 75,145 $2.28M 0.11% +18,401 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,776 shares; 2025Q1: 5,781 shares; 2025Q2: 5,365 shares; 2025Q3: 5,447 shares; 2025Q4: 5,987 shares; 2026Q1: 5,981 shares; 2026Q2: 6,247 shares; 2026Q3: 6,429 shares 6,429 $2.26M 0.11% +182 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,756 shares; 2025Q3: 41,758 shares; 2025Q4: 47,531 shares; 2026Q1: 49,843 shares; 2026Q2: 47,072 shares; 2026Q3: 59,237 shares 59,237 $2.22M 0.11% +12,165 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,543 shares; 2025Q1: 18,253 shares; 2025Q2: 16,652 shares; 2025Q3: 16,856 shares; 2025Q4: 16,698 shares; 2026Q1: 15,091 shares; 2026Q2: 15,034 shares; 2026Q3: 14,731 shares 14,731 $2.18M 0.11% -303 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,356 shares; 2025Q1: 2,317 shares; 2025Q2: 2,151 shares; 2025Q3: 2,214 shares; 2025Q4: 23,579 shares; 2026Q1: 24,213 shares; 2026Q2: 21,582 shares; 2026Q3: 31,242 shares 31,242 $2.17M 0.11% +9,660 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,487 shares; 2025Q1: 10,087 shares; 2025Q2: 9,586 shares; 2025Q3: 9,734 shares; 2025Q4: 10,140 shares; 2026Q1: 9,717 shares; 2026Q2: 9,491 shares; 2026Q3: 9,685 shares 9,685 $2.13M 0.1% +194 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 816 shares; 2026Q1: 642 shares; 2026Q2: 1,419 shares; 2026Q3: 1,989 shares 1,989 $2.12M 0.1% +570 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; 2024Q4: 21,754 shares; 2025Q1: 37,290 shares; 2025Q2: 35,919 shares; 2025Q3: 41,435 shares; 2025Q4: 47,232 shares; 2026Q1: 70,045 shares; 2026Q2: 88,577 shares; 2026Q3: 98,893 shares 98,893 $2.11M 0.1% +10,316 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,215 shares; 2025Q1: 23,987 shares; 2025Q2: 23,980 shares; 2025Q3: 37,779 shares; 2025Q4: 22,611 shares; 2026Q1: 58,176 shares; 2026Q2: 53,197 shares; 2026Q3: 68,829 shares 68,829 $2.08M 0.1% +15,632 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,485 shares; 2025Q1: 9,902 shares; 2025Q2: 10,361 shares; 2025Q3: 13,498 shares; 2025Q4: 11,892 shares; 2026Q1: 11,458 shares; 2026Q2: 7,826 shares; 2026Q3: 7,631 shares 7,631 $2.02M 0.1% -195 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,207 shares; 2025Q1: 110,406 shares; 2025Q2: 114,800 shares; 2025Q3: 123,283 shares; 2025Q4: 65,349 shares; 2026Q1: 74,205 shares; 2026Q2: 67,535 shares; 2026Q3: 72,780 shares 72,780 $1.97M 0.1% +5,245 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,466 shares; 2025Q1: 20,572 shares; 2025Q2: 21,301 shares; 2025Q3: 20,949 shares; 2025Q4: 19,803 shares; 2026Q1: 19,573 shares; 2026Q2: 19,687 shares; 2026Q3: 19,435 shares 19,435 $1.92M 0.09% -252 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,695 shares; 2026Q2: 64,136 shares; 2026Q3: 68,519 shares 68,519 $1.92M 0.09% +4,383 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 58,632 shares 58,632 $1.91M 0.09% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,488 shares; 2025Q1: 1,233 shares; 2025Q2: 1,545 shares; 2025Q3: 5,424 shares; 2025Q4: 4,526 shares; 2026Q1: 1,487 shares; 2026Q2: 1,374 shares; 2026Q3: 1,647 shares 1,647 $1.91M 0.09% +273 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,709 shares; 2025Q1: 2,191 shares; 2025Q2: 2,232 shares; 2025Q3: 3,327 shares; 2025Q4: 2,632 shares; 2026Q1: 1,986 shares; 2026Q2: 14,839 shares; 2026Q3: 14,975 shares 14,975 $1.88M 0.09% +136 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,455 shares; 2025Q1: 9,280 shares; 2025Q2: 10,586 shares; 2025Q3: 10,680 shares; 2025Q4: 10,729 shares; 2026Q1: 24,099 shares; 2026Q2: 64,450 shares; 2026Q3: 35,546 shares 35,546 $1.87M 0.09% -28,904 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,168 shares; 2026Q1: 36,202 shares; 2026Q2: 33,175 shares; 2026Q3: 31,338 shares 31,338 $1.86M 0.09% -1,837 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,474 shares 23,474 $1.78M 0.09% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,393 shares; 2026Q1: 56,601 shares; 2026Q2: 61,066 shares; 2026Q3: 71,441 shares 71,441 $1.77M 0.09% +10,375 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 670 shares; 2025Q1: 695 shares; 2025Q2: 710 shares; 2025Q3: 802 shares; 2025Q4: 885 shares; 2026Q1: 1,520 shares; 2026Q2: 13,461 shares; 2026Q3: 13,938 shares 13,938 $1.75M 0.09% +477 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 48,486 shares 48,486 $1.66M 0.08% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,234 shares; 2025Q1: 2,206 shares; 2025Q2: 2,308 shares; 2025Q3: 7,511 shares; 2025Q4: 7,355 shares; 2026Q1: 7,122 shares; 2026Q2: 7,187 shares; 2026Q3: 7,170 shares 7,170 $1.66M 0.08% -17 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,352 shares; 2025Q1: 10,192 shares; 2025Q2: 8,060 shares; 2025Q3: 8,304 shares; 2025Q4: 8,553 shares; 2026Q1: 8,318 shares; 2026Q2: 8,412 shares; 2026Q3: 8,631 shares 8,631 $1.65M 0.08% +219 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,108 shares; 2025Q1: 4,614 shares; 2025Q2: 4,613 shares; 2025Q3: 4,955 shares; 2025Q4: 9,426 shares; 2026Q1: 5,576 shares; 2026Q2: 5,504 shares; 2026Q3: 5,558 shares 5,558 $1.64M 0.08% +54 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,220 shares; 2025Q4: 36,127 shares; 2026Q1: 35,362 shares; 2026Q2: 64,902 shares; 2026Q3: 59,962 shares 59,962 $1.6M 0.08% -4,940 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,872 shares; 2025Q1: 6,565 shares; 2025Q2: 6,409 shares; 2025Q3: 8,447 shares; 2025Q4: 10,013 shares; 2026Q1: 8,539 shares; 2026Q2: 15,494 shares; 2026Q3: 10,853 shares 10,853 $1.58M 0.08% -4,641 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,180 shares; 2025Q1: 3,086 shares; 2025Q2: 53,868 shares; 2025Q3: 19,242 shares; 2025Q4: 18,807 shares; 2026Q1: 18,254 shares; 2026Q2: 15,606 shares; 2026Q3: 14,906 shares 14,906 $1.58M 0.08% -700 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,846 shares; 2025Q1: 26,156 shares; 2025Q2: 30,963 shares; 2025Q3: 31,848 shares; 2025Q4: 19,611 shares; 2026Q1: 16,769 shares; 2026Q2: 15,994 shares; 2026Q3: 15,139 shares 15,139 $1.57M 0.08% -855 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,514 shares; 2025Q2: 10,695 shares; 2025Q3: 12,590 shares; 2025Q4: 13,965 shares; 2026Q1: 14,507 shares; 2026Q2: 15,449 shares; 2026Q3: 15,870 shares 15,870 $1.56M 0.08% +421 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,000 shares; 2025Q4: 34,000 shares; 2026Q1: 34,000 shares; 2026Q2: 34,000 shares; 2026Q3: 34,000 shares 34,000 $1.52M 0.07% 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; 2024Q4: 4,568 shares; 2025Q1: 4,876 shares; 2025Q2: 5,622 shares; 2025Q3: 6,178 shares; 2025Q4: 4,173 shares; 2026Q1: 3,661 shares; 2026Q2: 4,162 shares; 2026Q3: 4,563 shares 4,563 $1.51M 0.07% +401 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,088 shares; 2025Q1: 15,828 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,920 shares; 2026Q1: 30,847 shares; 2026Q2: 42,744 shares; 2026Q3: 46,198 shares 46,198 $1.5M 0.07% +3,454 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,839 shares; 2025Q1: 10,476 shares; 2025Q2: 10,351 shares; 2025Q3: 10,698 shares; 2025Q4: 15,072 shares; 2026Q1: 26,411 shares; 2026Q2: 65,726 shares; 2026Q3: 26,688 shares 26,688 $1.5M 0.07% -39,038 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,668 shares; 2026Q2: 24,590 shares; 2026Q3: 28,507 shares 28,507 $1.49M 0.07% +3,917 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,668 shares; 2025Q4: 11,804 shares; 2026Q1: 66,294 shares; 2026Q2: 55,133 shares; 2026Q3: 52,222 shares 52,222 $1.48M 0.07% -2,911 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,170 shares; 2025Q4: 35,170 shares; 2026Q1: 35,170 shares; 2026Q2: 35,170 shares; 2026Q3: 35,170 shares 35,170 $1.48M 0.07% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,206 shares; 2025Q3: 2,230 shares; 2025Q4: 4,072 shares; 2026Q1: 3,506 shares; 2026Q2: 3,644 shares; 2026Q3: 3,719 shares 3,719 $1.47M 0.07% +75 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,218 shares; 2025Q3: 1,229 shares; 2025Q4: 1,276 shares; 2026Q1: 1,043 shares; 2026Q2: 1,028 shares; 2026Q3: 5,494 shares 5,494 $1.45M 0.07% +4,466 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 722 shares; 2025Q1: 5,067 shares; 2025Q2: 4,279 shares; 2025Q3: 6,096 shares; 2025Q4: 4,063 shares; 2026Q1: 4,050 shares; 2026Q2: 4,064 shares; 2026Q3: 4,470 shares 4,470 $1.45M 0.07% +406 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,696 shares; 2025Q1: 8,632 shares; 2025Q2: 14,295 shares; 2025Q3: 13,974 shares; 2025Q4: 13,616 shares; 2026Q1: 10,167 shares; 2026Q2: 7,471 shares; 2026Q3: 3,794 shares 3,794 $1.45M 0.07% -3,677 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,740 shares; 2026Q1: 1,683 shares; 2026Q2: 1,683 shares; 2026Q3: 1,687 shares 1,687 $1.44M 0.07% +4 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,900 shares; 2025Q1: 13,930 shares; 2025Q2: 13,930 shares; 2025Q3: 13,930 shares; 2025Q4: 13,280 shares; 2026Q1: 13,952 shares; 2026Q2: 7,343 shares; 2026Q3: 7,291 shares 7,291 $1.42M 0.07% -52 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,031 shares; 2025Q1: 29,911 shares; 2025Q2: 39,071 shares; 2025Q3: 50,687 shares; 2025Q4: 52,926 shares; 2026Q1: 45,196 shares; 2026Q2: 40,550 shares; 2026Q3: 29,059 shares 29,059 $1.38M 0.07% -11,491 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,470 shares; 2025Q1: 1,770 shares; 2025Q2: 1,519 shares; 2025Q3: 1,501 shares; 2025Q4: 2,799 shares; 2026Q1: 3,871 shares; 2026Q2: 20,886 shares; 2026Q3: 14,681 shares 14,681 $1.36M 0.07% -6,205 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,542 shares; 2025Q3: 21,730 shares; 2025Q4: 27,358 shares; 2026Q1: 45,024 shares; 2026Q2: 56,166 shares; 2026Q3: 63,287 shares 63,287 $1.35M 0.07% +7,121 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,345 shares; 2026Q3: 8,895 shares 8,895 $1.34M 0.07% +6,550 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,604 shares; 2025Q1: 4,604 shares; 2025Q2: 4,621 shares; 2025Q3: 4,620 shares; 2025Q4: 4,625 shares; 2026Q1: 4,604 shares; 2026Q2: 4,607 shares; 2026Q3: 4,664 shares 4,664 $1.33M 0.07% +57 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,794 shares; 2025Q1: 5,088 shares; 2025Q2: 7,381 shares; 2025Q3: 5,790 shares; 2025Q4: 7,098 shares; 2026Q1: 6,029 shares; 2026Q2: 6,088 shares; 2026Q3: 6,347 shares 6,347 $1.3M 0.06% +259 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,359 shares; 2026Q2: 20,548 shares; 2026Q3: 25,882 shares 25,882 $1.27M 0.06% +5,334 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,948 shares; 2026Q2: 36,729 shares; 2026Q3: 36,729 shares 36,729 $1.23M 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,005 shares; 2025Q3: 31,475 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,160 shares; 2026Q3: 24,339 shares 24,339 $1.2M 0.06% +3,179 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,866 shares; 2025Q2: 8,793 shares; 2025Q3: 10,329 shares; 2025Q4: 28,133 shares; 2026Q1: 18,178 shares; 2026Q2: 15,944 shares; 2026Q3: 21,101 shares 21,101 $1.2M 0.06% +5,157 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,606 shares; 2025Q1: 8,871 shares; 2025Q2: 8,700 shares; 2025Q3: 3,615 shares; 2025Q4: 3,209 shares; 2026Q1: 12,325 shares; 2026Q2: 12,415 shares; 2026Q3: 9,867 shares 9,867 $1.18M 0.06% -2,548 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; 2024Q4: 47,361 shares; 2025Q1: 41,263 shares; 2025Q2: 41,930 shares; 2025Q3: 41,836 shares; 2025Q4: 37,797 shares; 2026Q1: 38,777 shares; 2026Q2: 43,717 shares; 2026Q3: 43,012 shares 43,012 $1.18M 0.06% -705 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,990 shares; 2025Q1: 6,059 shares; 2025Q2: 6,394 shares; 2025Q3: 6,765 shares; 2025Q4: 6,134 shares; 2026Q1: 7,543 shares; 2026Q2: 5,273 shares; 2026Q3: 5,044 shares 5,044 $1.17M 0.06% -229 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,940 shares; 2025Q1: 4,502 shares; 2025Q2: 2,760 shares; 2025Q3: 4,981 shares; 2025Q4: 6,443 shares; 2026Q1: 5,035 shares; 2026Q2: 4,294 shares; 2026Q3: 1,898 shares 1,898 $1.16M 0.06% -2,396 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,095 shares; 2026Q1: 22,576 shares; 2026Q2: 22,576 shares; 2026Q3: 22,576 shares 22,576 $1.16M 0.06% 0 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; 2024Q4: 102,800 shares; 2025Q1: 50,829 shares; 2025Q2: 42,917 shares; 2025Q3: 42,699 shares; 2025Q4: 42,467 shares; 2026Q1: 28,682 shares; 2026Q2: 25,330 shares; 2026Q3: 23,791 shares 23,791 $1.13M 0.06% -1,539 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,691 shares; 2026Q1: 23,537 shares; 2026Q2: 23,537 shares; 2026Q3: 23,537 shares 23,537 $1.12M 0.06% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,642 shares; 2025Q3: 18,954 shares; 2025Q4: 16,352 shares; 2026Q1: 16,055 shares; 2026Q2: 16,284 shares; 2026Q3: 15,178 shares 15,178 $1.11M 0.05% -1,106 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,571 shares; 2026Q1: 9,914 shares; 2026Q2: 10,886 shares; 2026Q3: 8,972 shares 8,972 $1.08M 0.05% -1,914 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,730 shares; 2025Q1: 19,015 shares; 2025Q2: 22,265 shares; 2025Q3: 23,719 shares; 2025Q4: 23,446 shares; 2026Q1: 21,404 shares; 2026Q2: 18,797 shares; 2026Q3: 18,743 shares 18,743 $1.07M 0.05% -54 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,069 shares; 2025Q2: 4,805 shares; 2025Q3: 7,356 shares; 2025Q4: 17,599 shares; 2026Q1: 13,765 shares; 2026Q2: 12,797 shares; 2026Q3: 13,560 shares 13,560 $1.06M 0.05% +763 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,042 shares; 2025Q1: 5,909 shares; 2025Q2: 6,090 shares; 2025Q3: 6,654 shares; 2025Q4: 7,310 shares; 2026Q1: 6,637 shares; 2026Q2: 6,782 shares; 2026Q3: 7,217 shares 7,217 $1.05M 0.05% +435 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,657 shares; 2025Q1: 11,132 shares; 2025Q2: 12,325 shares; 2025Q3: 12,960 shares; 2025Q4: 12,773 shares; 2026Q1: 11,636 shares; 2026Q2: 10,149 shares; 2026Q3: 10,037 shares 10,037 $1.04M 0.05% -112 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,254 shares; 2025Q4: 15,756 shares; 2026Q1: 15,352 shares; 2026Q2: 8,356 shares; 2026Q3: 10,240 shares 10,240 $1.04M 0.05% +1,884 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,761 shares; 2025Q1: 12,294 shares; 2025Q2: 11,789 shares; 2025Q3: 11,946 shares; 2025Q4: 29,929 shares; 2026Q1: 30,050 shares; 2026Q2: 32,587 shares; 2026Q3: 35,929 shares 35,929 $1.02M 0.05% +3,342 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 1,091 shares; 2026Q1: 989 shares; 2026Q2: 1,037 shares; 2026Q3: 968 shares 968 $1.02M 0.05% -69 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,771 shares; 2026Q1: 43,988 shares; 2026Q2: 37,971 shares; 2026Q3: 36,221 shares 36,221 $1.02M 0.05% -1,750 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; 2024Q4: 1,881 shares; 2025Q1: 3,449 shares; 2025Q2: 4,159 shares; 2025Q3: 4,424 shares; 2025Q4: 4,424 shares; 2026Q1: 3,966 shares; 2026Q2: 3,272 shares; 2026Q3: 3,220 shares 3,220 $1.02M 0.05% -52 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; 2024Q4: 49,743 shares; 2025Q1: 34,223 shares; 2025Q2: 19,364 shares; 2025Q3: 19,481 shares; 2025Q4: 18,983 shares; 2026Q1: 19,244 shares; 2026Q2: 19,425 shares; 2026Q3: 19,617 shares 19,617 $1.02M 0.05% +192 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,439 shares; 2026Q3: 21,267 shares 21,267 $1.01M 0.05% -3,172 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,233 shares; 2025Q1: 4,635 shares; 2025Q2: 4,218 shares; 2025Q3: 4,297 shares; 2025Q4: 4,504 shares; 2026Q1: 4,023 shares; 2026Q2: 3,964 shares; 2026Q3: 3,899 shares 3,899 $995K 0.05% -65 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,285 shares; 2025Q1: 4,381 shares; 2025Q2: 6,044 shares; 2025Q3: 6,119 shares; 2025Q4: 5,537 shares; 2026Q1: 5,495 shares; 2026Q2: 5,579 shares; 2026Q3: 5,703 shares 5,703 $964K 0.05% +124 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,685 shares; 2025Q1: 23,191 shares; 2025Q2: 16,291 shares; 2025Q3: 107,353 shares; 2025Q4: 22,057 shares; 2026Q1: 75,007 shares; 2026Q2: 10,661 shares; 2026Q3: 19,060 shares 19,060 $960K 0.05% +8,399 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,223 shares; 2025Q1: 11,608 shares; 2025Q2: 50,939 shares; 2025Q3: 11,592 shares; 2025Q4: 44,413 shares; 2026Q1: 33,060 shares; 2026Q2: 7,385 shares; 2026Q3: 6,176 shares 6,176 $959K 0.05% -1,209 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,895 shares; 2025Q1: 1,907 shares; 2025Q2: 2,058 shares; 2025Q3: 1,841 shares; 2025Q4: 1,979 shares; 2026Q1: 1,869 shares; 2026Q2: 1,991 shares; 2026Q3: 2,073 shares 2,073 $946K 0.05% +82 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,163 shares; 2025Q1: 22,066 shares; 2025Q2: 43,767 shares; 2025Q3: 44,705 shares; 2025Q4: 56,048 shares; 2026Q1: 46,390 shares; 2026Q2: 25,679 shares; 2026Q3: 11,845 shares 11,845 $937K 0.05% -13,834 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,084 shares; 2025Q3: 1,124 shares; 2025Q4: 1,918 shares; 2026Q1: 2,730 shares; 2026Q2: 3,828 shares; 2026Q3: 3,698 shares 3,698 $917K 0.05% -130 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,725 shares; 2025Q1: 17,050 shares; 2025Q2: 17,230 shares; 2025Q3: 17,562 shares; 2025Q4: 19,509 shares; 2026Q1: 8,987 shares; 2026Q2: 8,649 shares; 2026Q3: 8,558 shares 8,558 $913K 0.04% -91 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,491 shares; 2025Q1: 3,459 shares; 2025Q2: 3,513 shares; 2025Q3: 3,536 shares; 2025Q4: 3,472 shares; 2026Q1: 3,522 shares; 2026Q2: 3,543 shares; 2026Q3: 3,481 shares 3,481 $898K 0.04% -62 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: 1,153 shares; 2025Q4: 2,223 shares; 2026Q1: 1,900 shares; 2026Q2: 2,350 shares; 2026Q3: 2,854 shares 2,854 $891K 0.04% +504 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,427 shares; 2025Q1: 9,764 shares; 2025Q2: 12,055 shares; 2025Q3: 15,918 shares; 2025Q4: 14,548 shares; 2026Q1: 12,807 shares; 2026Q2: 5,006 shares; 2026Q3: 4,540 shares 4,540 $849K 0.04% -466 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,207 shares; 2026Q2: 8,970 shares; 2026Q3: 7,730 shares 7,730 $847K 0.04% -1,240 Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,588 shares 22,588 $846K 0.04% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,093 shares; 2025Q1: 9,006 shares; 2025Q2: 10,636 shares; 2025Q3: 13,493 shares; 2025Q4: 13,083 shares; 2026Q1: 11,816 shares; 2026Q2: 12,989 shares; 2026Q3: 12,979 shares 12,979 $846K 0.04% -10 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,244 shares; 2025Q1: 43,555 shares; 2025Q2: 12,180 shares; 2025Q3: 10,936 shares; 2025Q4: 22,252 shares; 2026Q1: 25,745 shares; 2026Q2: 11,993 shares; 2026Q3: 11,754 shares 11,754 $846K 0.04% -239 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 35,459 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,230 shares; 2026Q1: 16,561 shares; 2026Q2: 11,173 shares; 2026Q3: 9,694 shares 9,694 $841K 0.04% -1,479 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,916 shares; 2025Q1: 2,087 shares; 2025Q2: 2,466 shares; 2025Q3: 2,676 shares; 2025Q4: 4,377 shares; 2026Q1: 2,343 shares; 2026Q2: 1,964 shares; 2026Q3: 1,927 shares 1,927 $832K 0.04% -37 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,241 shares; 2025Q1: 97,836 shares; 2025Q2: 19,015 shares; 2025Q3: 19,631 shares; 2025Q4: 29,015 shares; 2026Q1: 14,999 shares; 2026Q2: 14,544 shares; 2026Q3: 15,153 shares 15,153 $826K 0.04% +609 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,303 shares; 2025Q1: 18,211 shares; 2025Q2: 16,714 shares; 2025Q3: 16,655 shares; 2025Q4: 16,169 shares; 2026Q1: 15,063 shares; 2026Q2: 15,062 shares; 2026Q3: 14,956 shares 14,956 $810K 0.04% -106 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; 2024Q4: 10,980 shares; 2025Q1: 12,321 shares; 2025Q2: 15,136 shares; 2025Q3: 18,035 shares; 2025Q4: 16,398 shares; 2026Q1: 21,126 shares; 2026Q2: 12,636 shares; 2026Q3: 12,020 shares 12,020 $802K 0.04% -616 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,725 shares; 2025Q1: 38,161 shares; 2025Q2: 6,037 shares; 2025Q3: 26,555 shares; 2025Q4: 5,679 shares; 2026Q1: 13,260 shares; 2026Q2: 12,130 shares; 2026Q3: 14,893 shares 14,893 $795K 0.04% +2,763 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,839 shares; 2025Q1: 8,875 shares; 2025Q2: 9,013 shares; 2025Q3: 9,024 shares; 2025Q4: 6,887 shares; 2026Q1: 6,907 shares; 2026Q2: 6,922 shares; 2026Q3: 7,013 shares 7,013 $784K 0.04% +91 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,577 shares; 2025Q1: 2,027 shares; 2025Q2: 9,461 shares; 2025Q3: 5,779 shares; 2025Q4: 1,730 shares; 2026Q1: 2,340 shares; 2026Q2: 2,836 shares; 2026Q3: 2,659 shares 2,659 $777K 0.04% -177 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 528 shares; 2025Q1: 527 shares; 2025Q2: 1,121 shares; 2025Q3: 1,085 shares; 2025Q4: 1,061 shares; 2026Q1: 1,067 shares; 2026Q2: 1,158 shares; 2026Q3: 1,146 shares 1,146 $770K 0.04% -12 Timeline BILT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,242 shares; 2026Q3: 29,532 shares 29,532 $765K 0.04% +1,290 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,289 shares; 2026Q3: 4,819 shares 4,819 $761K 0.04% -12,470 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,689 shares; 2025Q1: 4,391 shares; 2025Q2: 2,876 shares; 2025Q3: 3,777 shares; 2025Q4: 3,960 shares; 2026Q1: 3,369 shares; 2026Q2: 3,459 shares; 2026Q3: 5,527 shares 5,527 $759K 0.04% +2,068 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,417 shares; 2025Q1: 15,217 shares; 2025Q2: 15,217 shares; 2025Q3: 15,194 shares; 2025Q4: 30,632 shares; 2026Q1: 15,455 shares; 2026Q2: 15,455 shares; 2026Q3: 15,455 shares 15,455 $755K 0.04% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,539 shares; 2025Q2: 1,931 shares; 2025Q3: 1,919 shares; 2025Q4: 2,537 shares; 2026Q1: 3,690 shares; 2026Q2: 3,951 shares; 2026Q3: 3,945 shares 3,945 $750K 0.04% -6 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,169 shares; 2025Q1: 38,869 shares; 2025Q2: 40,517 shares; 2025Q3: 45,890 shares; 2025Q4: 38,576 shares; 2026Q1: 36,568 shares; 2026Q2: 31,452 shares; 2026Q3: 30,654 shares 30,654 $748K 0.04% -798 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,355 shares; 2026Q2: 9,231 shares; 2026Q3: 15,294 shares 15,294 $745K 0.04% +6,063 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,543 shares; 2025Q1: 2,673 shares; 2025Q2: 2,941 shares; 2025Q3: 2,292 shares; 2025Q4: 1,955 shares; 2026Q1: 1,793 shares; 2026Q2: 1,759 shares; 2026Q3: 1,727 shares 1,727 $743K 0.04% -32 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,947 shares; 2025Q1: 25,225 shares; 2025Q2: 22,319 shares; 2025Q3: 21,521 shares; 2025Q4: 4,048 shares; 2026Q1: 4,134 shares; 2026Q2: 3,975 shares; 2026Q3: 3,785 shares 3,785 $740K 0.04% -190 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,481 shares; 2025Q1: not reported; 2025Q2: 1,384 shares; 2025Q3: 1,718 shares; 2025Q4: 5,659 shares; 2026Q1: 4,177 shares; 2026Q2: 2,161 shares; 2026Q3: 2,651 shares 2,651 $737K 0.04% +490 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,403 shares; 2025Q1: 17,488 shares; 2025Q2: 22,286 shares; 2025Q3: 24,514 shares; 2025Q4: 24,012 shares; 2026Q1: 21,208 shares; 2026Q2: 17,680 shares; 2026Q3: 17,363 shares 17,363 $735K 0.04% -317 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,150 shares; 2026Q1: 14,150 shares; 2026Q2: 14,150 shares; 2026Q3: 14,150 shares 14,150 $730K 0.04% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 233,300 shares; 2025Q1: 189,672 shares; 2025Q2: 15,082 shares; 2025Q3: 14,728 shares; 2025Q4: 14,707 shares; 2026Q1: 8,212 shares; 2026Q2: 8,226 shares; 2026Q3: 7,275 shares 7,275 $721K 0.04% -951 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,774 shares; 2025Q1: 5,477 shares; 2025Q2: 5,229 shares; 2025Q3: 4,962 shares; 2025Q4: 1,582 shares; 2026Q1: 1,942 shares; 2026Q2: 2,197 shares; 2026Q3: 2,108 shares 2,108 $712K 0.04% -89 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,434 shares; 2025Q1: 2,436 shares; 2025Q2: 2,466 shares; 2025Q3: 2,431 shares; 2025Q4: 1,791 shares; 2026Q1: 1,745 shares; 2026Q2: 2,123 shares; 2026Q3: 3,027 shares 3,027 $706K 0.03% +904 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,285 shares; 2025Q1: 11,408 shares; 2025Q2: 8,824 shares; 2025Q3: 9,050 shares; 2025Q4: 11,719 shares; 2026Q1: 11,658 shares; 2026Q2: 10,775 shares; 2026Q3: 10,439 shares 10,439 $703K 0.03% -336 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,721 shares; 2026Q3: 25,951 shares 25,951 $702K 0.03% +7,230 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; 2024Q4: 6,324 shares; 2025Q1: 2,737 shares; 2025Q2: 3,133 shares; 2025Q3: 3,327 shares; 2025Q4: 3,216 shares; 2026Q1: 2,932 shares; 2026Q2: 2,694 shares; 2026Q3: 2,474 shares 2,474 $698K 0.03% -220 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,002 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,592 shares; 2025Q4: not reported; 2026Q1: 2,059 shares; 2026Q2: 18,719 shares; 2026Q3: 4,147 shares 4,147 $692K 0.03% -14,572 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,634 shares; 2025Q1: 5,350 shares; 2025Q2: 4,572 shares; 2025Q3: 5,183 shares; 2025Q4: 4,796 shares; 2026Q1: 11,981 shares; 2026Q2: 5,194 shares; 2026Q3: 4,983 shares 4,983 $678K 0.03% -211 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,288 shares; 2025Q1: 12,850 shares; 2025Q2: 15,462 shares; 2025Q3: 12,923 shares; 2025Q4: 10,884 shares; 2026Q1: 10,229 shares; 2026Q2: 11,899 shares; 2026Q3: 12,279 shares 12,279 $668K 0.03% +380 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,715 shares; 2025Q1: 5,775 shares; 2025Q2: 5,775 shares; 2025Q3: 6,157 shares; 2025Q4: 5,792 shares; 2026Q1: 5,567 shares; 2026Q2: 4,552 shares; 2026Q3: 4,489 shares 4,489 $666K 0.03% -63 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,890 shares; 2025Q1: 2,788 shares; 2025Q2: 3,417 shares; 2025Q3: 3,738 shares; 2025Q4: 3,696 shares; 2026Q1: 3,933 shares; 2026Q2: 3,772 shares; 2026Q3: 3,571 shares 3,571 $663K 0.03% -201 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,017 shares; 2025Q1: 6,361 shares; 2025Q2: 6,648 shares; 2025Q3: 7,641 shares; 2025Q4: 9,898 shares; 2026Q1: 9,420 shares; 2026Q2: 11,163 shares; 2026Q3: 10,801 shares 10,801 $662K 0.03% -362 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,381 shares; 2025Q3: 2,383 shares; 2025Q4: 2,381 shares; 2026Q1: 2,381 shares; 2026Q2: 2,205 shares; 2026Q3: 2,000 shares 2,000 $656K 0.03% -205 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,987 shares; 2025Q1: 6,003 shares; 2025Q2: 5,322 shares; 2025Q3: 5,384 shares; 2025Q4: 4,929 shares; 2026Q1: 4,857 shares; 2026Q2: 4,960 shares; 2026Q3: 4,944 shares 4,944 $654K 0.03% -16 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; 2024Q4: 8,027 shares; 2025Q1: 7,626 shares; 2025Q2: 8,371 shares; 2025Q3: 9,346 shares; 2025Q4: 8,250 shares; 2026Q1: 7,691 shares; 2026Q2: 7,686 shares; 2026Q3: 7,848 shares 7,848 $651K 0.03% +162 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; 2024Q4: 36,627 shares; 2025Q1: not reported; 2025Q2: 11,958 shares; 2025Q3: 4,196 shares; 2025Q4: 7,695 shares; 2026Q1: 8,639 shares; 2026Q2: 8,949 shares; 2026Q3: 8,309 shares 8,309 $651K 0.03% -640 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,541 shares; 2025Q1: 5,810 shares; 2025Q2: 5,785 shares; 2025Q3: 7,586 shares; 2025Q4: 7,087 shares; 2026Q1: 6,205 shares; 2026Q2: 5,935 shares; 2026Q3: 5,681 shares 5,681 $648K 0.03% -254 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,659 shares; 2025Q1: 4,715 shares; 2025Q2: 4,422 shares; 2025Q3: 6,235 shares; 2025Q4: 15,626 shares; 2026Q1: 11,347 shares; 2026Q2: 7,139 shares; 2026Q3: 7,189 shares 7,189 $644K 0.03% +50 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,309 shares; 2025Q1: 12,165 shares; 2025Q2: 8,506 shares; 2025Q3: 10,372 shares; 2025Q4: 16,153 shares; 2026Q1: 11,759 shares; 2026Q2: 4,791 shares; 2026Q3: 5,675 shares 5,675 $641K 0.03% +884 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,984 shares; 2026Q3: 14,983 shares 14,983 $639K 0.03% -1 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 2,238 shares; 2026Q1: 2,225 shares; 2026Q2: 1,724 shares; 2026Q3: 1,584 shares 1,584 $635K 0.03% -140 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,117 shares; 2025Q1: 2,117 shares; 2025Q2: 2,117 shares; 2025Q3: 2,117 shares; 2025Q4: 6,933 shares; 2026Q1: 12,345 shares; 2026Q2: 7,458 shares; 2026Q3: 3,930 shares 3,930 $633K 0.03% -3,528 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,185 shares; 2025Q1: 4,968 shares; 2025Q2: 4,721 shares; 2025Q3: 4,965 shares; 2025Q4: 4,964 shares; 2026Q1: 4,565 shares; 2026Q2: 4,806 shares; 2026Q3: 4,959 shares 4,959 $629K 0.03% +153 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,130 shares; 2025Q1: 3,016 shares; 2025Q2: 3,154 shares; 2025Q3: 3,438 shares; 2025Q4: 3,768 shares; 2026Q1: 3,582 shares; 2026Q2: 3,455 shares; 2026Q3: 3,399 shares 3,399 $626K 0.03% -56 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,443 shares; 2025Q1: 1,390 shares; 2025Q2: 1,524 shares; 2025Q3: 2,275 shares; 2025Q4: 2,301 shares; 2026Q1: 2,042 shares; 2026Q2: 2,133 shares; 2026Q3: 2,036 shares 2,036 $619K 0.03% -97 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,273 shares; 2025Q1: 1,272 shares; 2025Q2: 1,352 shares; 2025Q3: 2,357 shares; 2025Q4: 2,005 shares; 2026Q1: 1,967 shares; 2026Q2: 1,561 shares; 2026Q3: 1,452 shares 1,452 $612K 0.03% -109 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,752 shares; 2025Q1: 10,922 shares; 2025Q2: not reported; 2025Q3: 2,432 shares; 2025Q4: 2,818 shares; 2026Q1: 16,943 shares; 2026Q2: 2,158 shares; 2026Q3: 5,619 shares 5,619 $612K 0.03% +3,461 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,311 shares; 2025Q4: 120,495 shares; 2026Q1: 38,268 shares; 2026Q2: 20,250 shares; 2026Q3: 9,150 shares 9,150 $611K 0.03% -11,100 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,841 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,807 shares; 2026Q3: 3,197 shares 3,197 $609K 0.03% -12,610 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,576 shares; 2025Q1: 9,576 shares; 2025Q2: 9,576 shares; 2025Q3: 9,576 shares; 2025Q4: 9,576 shares; 2026Q1: 9,576 shares; 2026Q2: 9,576 shares; 2026Q3: 9,576 shares 9,576 $608K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,969 shares; 2025Q1: 4,102 shares; 2025Q2: 2,949 shares; 2025Q3: 2,941 shares; 2025Q4: 1,774 shares; 2026Q1: 1,157 shares; 2026Q2: 1,170 shares; 2026Q3: 1,645 shares 1,645 $604K 0.03% +475 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,894 shares; 2025Q1: 2,964 shares; 2025Q2: 3,457 shares; 2025Q3: 3,191 shares; 2025Q4: 2,284 shares; 2026Q1: 1,177 shares; 2026Q2: 1,149 shares; 2026Q3: 1,164 shares 1,164 $593K 0.03% +15 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,970 shares; 2025Q1: 6,597 shares; 2025Q2: 4,942 shares; 2025Q3: 4,718 shares; 2025Q4: 5,256 shares; 2026Q1: 4,949 shares; 2026Q2: 4,808 shares; 2026Q3: 4,705 shares 4,705 $589K 0.03% -103 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,718 shares; 2025Q1: 5,311 shares; 2025Q2: 6,973 shares; 2025Q3: 6,623 shares; 2025Q4: 6,963 shares; 2026Q1: 8,137 shares; 2026Q2: 6,337 shares; 2026Q3: 6,721 shares 6,721 $579K 0.03% +384 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,314 shares; 2026Q3: 3,604 shares 3,604 $578K 0.03% +290 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; 2024Q4: 3,439 shares; 2025Q1: 25,684 shares; 2025Q2: 48,043 shares; 2025Q3: 3,033 shares; 2025Q4: 15,800 shares; 2026Q1: 14,871 shares; 2026Q2: 10,110 shares; 2026Q3: 8,122 shares 8,122 $573K 0.03% -1,988 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,367 shares; 2026Q2: 4,789 shares; 2026Q3: 5,060 shares 5,060 $571K 0.03% +271 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,179 shares; 2025Q2: 20,739 shares; 2025Q3: 18,818 shares; 2025Q4: 22,522 shares; 2026Q1: 21,255 shares; 2026Q2: 24,402 shares; 2026Q3: 27,655 shares 27,655 $547K 0.03% +3,253 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,508 shares; 2025Q1: 6,561 shares; 2025Q2: 6,326 shares; 2025Q3: 6,829 shares; 2025Q4: 9,296 shares; 2026Q1: 3,734 shares; 2026Q2: 4,231 shares; 2026Q3: 5,169 shares 5,169 $540K 0.03% +938 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,129 shares; 2025Q1: 9,082 shares; 2025Q2: 8,006 shares; 2025Q3: 7,966 shares; 2025Q4: 3,201 shares; 2026Q1: 3,188 shares; 2026Q2: 2,020 shares; 2026Q3: 2,870 shares 2,870 $540K 0.03% +850 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,258 shares; 2025Q1: 3,096 shares; 2025Q2: 3,941 shares; 2025Q3: 3,889 shares; 2025Q4: 2,777 shares; 2026Q1: 3,020 shares; 2026Q2: 2,982 shares; 2026Q3: 2,874 shares 2,874 $530K 0.03% -108 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,429 shares; 2025Q1: 4,429 shares; 2025Q2: 5,898 shares; 2025Q3: 8,591 shares; 2025Q4: 5,207 shares; 2026Q1: 4,225 shares; 2026Q2: 4,222 shares; 2026Q3: 7,275 shares 7,275 $528K 0.03% +3,053 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,408 shares; 2025Q1: 1,521 shares; 2025Q2: 1,854 shares; 2025Q3: 1,817 shares; 2025Q4: 1,303 shares; 2026Q1: 1,246 shares; 2026Q2: 1,560 shares; 2026Q3: 1,464 shares 1,464 $526K 0.03% -96 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares; 2026Q3: 302 shares 302 $525K 0.03% -8 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,388 shares; 2025Q4: 3,033 shares; 2026Q1: 990 shares; 2026Q2: 2,216 shares; 2026Q3: 2,534 shares 2,534 $525K 0.03% +318 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,813 shares; 2025Q1: 4,891 shares; 2025Q2: 5,645 shares; 2025Q3: 6,473 shares; 2025Q4: 6,510 shares; 2026Q1: 3,888 shares; 2026Q2: 3,453 shares; 2026Q3: 4,809 shares 4,809 $518K 0.03% +1,356 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 235 shares; 2025Q1: 226 shares; 2025Q2: 236 shares; 2025Q3: 226 shares; 2025Q4: 242 shares; 2026Q1: 247 shares; 2026Q2: 249 shares; 2026Q3: 297 shares 297 $513K 0.03% +48 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,267 shares; 2025Q1: 4,267 shares; 2025Q2: 4,332 shares; 2025Q3: 4,432 shares; 2025Q4: 3,268 shares; 2026Q1: 3,207 shares; 2026Q2: 3,560 shares; 2026Q3: 3,281 shares 3,281 $509K 0.03% -279 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,390 shares 5,390 $499K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,964 shares; 2025Q1: 10,565 shares; 2025Q2: 9,484 shares; 2025Q3: 9,406 shares; 2025Q4: 8,637 shares; 2026Q1: 9,202 shares; 2026Q2: 9,072 shares; 2026Q3: 9,070 shares 9,070 $499K 0.02% -2 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,124 shares; 2025Q1: 11,215 shares; 2025Q2: 11,310 shares; 2025Q3: 11,578 shares; 2025Q4: 11,083 shares; 2026Q1: 11,157 shares; 2026Q2: 11,225 shares; 2026Q3: 11,432 shares 11,432 $495K 0.02% +207 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,209 shares; 2025Q1: 4,015 shares; 2025Q2: 3,581 shares; 2025Q3: 4,234 shares; 2025Q4: 6,268 shares; 2026Q1: 7,055 shares; 2026Q2: 5,585 shares; 2026Q3: 5,258 shares 5,258 $491K 0.02% -327 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,320 shares; 2026Q2: 4,814 shares; 2026Q3: 4,546 shares 4,546 $465K 0.02% -268 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,854 shares; 2025Q1: 1,666 shares; 2025Q2: 1,619 shares; 2025Q3: 1,776 shares; 2025Q4: 1,789 shares; 2026Q1: 1,584 shares; 2026Q2: 1,590 shares; 2026Q3: 1,987 shares 1,987 $460K 0.02% +397 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,583 shares; 2026Q1: 7,769 shares; 2026Q2: 6,733 shares; 2026Q3: 4,594 shares 4,594 $460K 0.02% -2,139 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,066 shares; 2025Q1: 6,799 shares; 2025Q2: 8,331 shares; 2025Q3: 9,082 shares; 2025Q4: 9,006 shares; 2026Q1: 8,012 shares; 2026Q2: 6,859 shares; 2026Q3: 6,730 shares 6,730 $455K 0.02% -129 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,587 shares; 2026Q3: 9,084 shares 9,084 $455K 0.02% +1,497 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,784 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,693 shares; 2026Q1: 14,571 shares; 2026Q2: 14,414 shares; 2026Q3: 14,414 shares 14,414 $453K 0.02% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,447 shares; 2025Q1: 10,492 shares; 2025Q2: 11,967 shares; 2025Q3: 13,081 shares; 2025Q4: 13,001 shares; 2026Q1: 11,506 shares; 2026Q2: 9,910 shares; 2026Q3: 9,712 shares 9,712 $448K 0.02% -198 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,683 shares; 2025Q2: 6,336 shares; 2025Q3: 7,325 shares; 2025Q4: 8,480 shares; 2026Q1: 12,472 shares; 2026Q2: 7,987 shares; 2026Q3: 9,764 shares 9,764 $448K 0.02% +1,777 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,401 shares 6,401 $446K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,092 shares; 2025Q3: 1,088 shares; 2025Q4: 1,120 shares; 2026Q1: 1,610 shares; 2026Q2: 1,658 shares; 2026Q3: 1,655 shares 1,655 $445K 0.02% -3 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,684 shares 1,684 $445K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 447 shares; 2026Q2: 412 shares; 2026Q3: 467 shares 467 $444K 0.02% +55 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,106 shares; 2026Q1: 10,077 shares; 2026Q2: 10,091 shares; 2026Q3: 12,400 shares 12,400 $442K 0.02% +2,309 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,293 shares; 2025Q1: 6,293 shares; 2025Q2: 6,293 shares; 2025Q3: 6,293 shares; 2025Q4: 6,293 shares; 2026Q1: 6,293 shares; 2026Q2: 8,179 shares; 2026Q3: 8,179 shares 8,179 $441K 0.02% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,267 shares; 2025Q1: 86,397 shares; 2025Q2: 91,589 shares; 2025Q3: 104,656 shares; 2025Q4: 148,204 shares; 2026Q1: 175,119 shares; 2026Q2: 193,235 shares; 2026Q3: 4,879 shares 4,879 $437K 0.02% -188,356 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,368 shares; 2026Q3: 11,752 shares 11,752 $432K 0.02% +5,384 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; 2024Q4: 4,712 shares; 2025Q1: 4,375 shares; 2025Q2: 6,253 shares; 2025Q3: 18,006 shares; 2025Q4: 29,579 shares; 2026Q1: 25,969 shares; 2026Q2: 16,375 shares; 2026Q3: 10,476 shares 10,476 $413K 0.02% -5,899 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,518 shares; 2026Q1: 4,518 shares; 2026Q2: 7,499 shares; 2026Q3: 7,500 shares 7,500 $413K 0.02% +1 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,992 shares; 2025Q1: 20,993 shares; 2025Q2: 21,104 shares; 2025Q3: 21,104 shares; 2025Q4: 23,818 shares; 2026Q1: 23,028 shares; 2026Q2: 15,808 shares; 2026Q3: 15,807 shares 15,807 $409K 0.02% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,890 shares; 2026Q3: 1,872 shares 1,872 $409K 0.02% -18 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,537 shares; 2025Q1: 49,498 shares; 2025Q2: 53,874 shares; 2025Q3: 54,508 shares; 2025Q4: 97,688 shares; 2026Q1: 103,782 shares; 2026Q2: 74,194 shares; 2026Q3: 1,280 shares 1,280 $406K 0.02% -72,914 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,498 shares; 2026Q3: 10,154 shares 10,154 $404K 0.02% +656 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,639 shares; 2026Q3: 8,419 shares 8,419 $403K 0.02% +3,780 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,277 shares; 2026Q1: 6,690 shares; 2026Q2: 6,573 shares; 2026Q3: 6,573 shares 6,573 $399K 0.02% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,943 shares; 2025Q1: 6,781 shares; 2025Q2: 6,732 shares; 2025Q3: 5,978 shares; 2025Q4: 5,645 shares; 2026Q1: 6,746 shares; 2026Q2: 6,671 shares; 2026Q3: 6,006 shares 6,006 $388K 0.02% -665 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,834 shares; 2025Q1: 10,956 shares; 2025Q2: 10,852 shares; 2025Q3: 10,713 shares; 2025Q4: 10,898 shares; 2026Q1: 11,172 shares; 2026Q2: 11,172 shares; 2026Q3: 10,583 shares 10,583 $386K 0.02% -589 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,704 shares; 2026Q2: 7,704 shares; 2026Q3: 7,704 shares 7,704 $386K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 970 shares 970 $385K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 233 shares; 2026Q3: 426 shares 426 $384K 0.02% +193 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; 2024Q4: 9,299 shares; 2025Q1: 9,496 shares; 2025Q2: 22,660 shares; 2025Q3: 11,708 shares; 2025Q4: 30,086 shares; 2026Q1: 10,926 shares; 2026Q2: 11,063 shares; 2026Q3: 10,550 shares 10,550 $379K 0.02% -513 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,489 shares; 2025Q1: 7,492 shares; 2025Q2: 7,878 shares; 2025Q3: 14,918 shares; 2025Q4: 8,450 shares; 2026Q1: 7,935 shares; 2026Q2: 8,457 shares; 2026Q3: 8,171 shares 8,171 $378K 0.02% -286 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 883 shares; 2025Q1: 1,074 shares; 2025Q2: 2,324 shares; 2025Q3: 2,013 shares; 2025Q4: 1,775 shares; 2026Q1: 1,757 shares; 2026Q2: 1,818 shares; 2026Q3: 1,382 shares 1,382 $376K 0.02% -436 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,661 shares; 2025Q1: 12,966 shares; 2025Q2: 12,448 shares; 2025Q3: 11,361 shares; 2025Q4: 9,789 shares; 2026Q1: 10,572 shares; 2026Q2: 5,476 shares; 2026Q3: 4,933 shares 4,933 $374K 0.02% -543 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,113 shares; 2026Q3: 9,113 shares 9,113 $373K 0.02% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,628 shares; 2025Q1: 8,023 shares; 2025Q2: 8,717 shares; 2025Q3: 9,458 shares; 2025Q4: 9,110 shares; 2026Q1: 7,992 shares; 2026Q2: 6,646 shares; 2026Q3: 6,536 shares 6,536 $360K 0.02% -110 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,745 shares; 2025Q1: 4,227 shares; 2025Q2: 3,658 shares; 2025Q3: 3,190 shares; 2025Q4: 2,422 shares; 2026Q1: not reported; 2026Q2: 2,463 shares; 2026Q3: 4,493 shares 4,493 $360K 0.02% +2,030 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,483 shares; 2026Q3: 7,089 shares 7,089 $360K 0.02% +606 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 836 shares; 2026Q3: 1,089 shares 1,089 $359K 0.02% +253 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,451 shares; 2026Q1: 8,346 shares; 2026Q2: 7,877 shares; 2026Q3: 7,877 shares 7,877 $357K 0.02% 0 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,410 shares; 2026Q3: 6,410 shares 6,410 $355K 0.02% 0 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,944 shares; 2026Q2: 6,753 shares; 2026Q3: 7,617 shares 7,617 $354K 0.02% +864 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,677 shares; 2026Q3: 17,402 shares 17,402 $353K 0.02% -275 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,073 shares; 2025Q1: 1,043 shares; 2025Q2: 1,423 shares; 2025Q3: 1,473 shares; 2025Q4: 1,481 shares; 2026Q1: 1,455 shares; 2026Q2: 1,639 shares; 2026Q3: 1,370 shares 1,370 $353K 0.02% -269 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,847 shares; 2025Q1: 21,503 shares; 2025Q2: 21,243 shares; 2025Q3: 23,534 shares; 2025Q4: 10,636 shares; 2026Q1: 10,372 shares; 2026Q2: 9,598 shares; 2026Q3: 9,012 shares 9,012 $352K 0.02% -586 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,728 shares; 2025Q3: 2,398 shares; 2025Q4: 3,244 shares; 2026Q1: 2,980 shares; 2026Q2: 3,430 shares; 2026Q3: 3,598 shares 3,598 $351K 0.02% +168 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; 2024Q4: 5,795 shares; 2025Q1: 5,675 shares; 2025Q2: 5,445 shares; 2025Q3: 5,374 shares; 2025Q4: 5,373 shares; 2026Q1: 5,034 shares; 2026Q2: 5,034 shares; 2026Q3: 4,157 shares 4,157 $346K 0.02% -877 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,366 shares; 2025Q1: 3,323 shares; 2025Q2: 3,402 shares; 2025Q3: 4,269 shares; 2025Q4: 3,633 shares; 2026Q1: 3,180 shares; 2026Q2: 4,353 shares; 2026Q3: 3,285 shares 3,285 $345K 0.02% -1,068 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,402 shares; 2025Q3: 11,462 shares; 2025Q4: 9,674 shares; 2026Q1: 8,930 shares; 2026Q2: 8,377 shares; 2026Q3: 8,373 shares 8,373 $340K 0.02% -4 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,365 shares; 2025Q4: 4,784 shares; 2026Q1: 3,855 shares; 2026Q2: 3,781 shares; 2026Q3: 3,836 shares 3,836 $337K 0.02% +55 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,472 shares; 2026Q2: 1,452 shares; 2026Q3: 1,444 shares 1,444 $337K 0.02% -8 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,900 shares; 2026Q1: 4,907 shares; 2026Q2: 4,226 shares; 2026Q3: 3,894 shares 3,894 $334K 0.02% -332 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,091 shares; 2026Q3: 6,711 shares 6,711 $333K 0.02% +620 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,176 shares; 2026Q2: 2,176 shares; 2026Q3: 2,176 shares 2,176 $332K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,018 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,518 shares; 2026Q3: 2,529 shares 2,529 $327K 0.02% +1,011 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,597 shares; 2025Q3: 6,682 shares; 2025Q4: 6,617 shares; 2026Q1: 7,207 shares; 2026Q2: 7,638 shares; 2026Q3: 7,018 shares 7,018 $326K 0.02% -620 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,313 shares; 2026Q1: 1,353 shares; 2026Q2: 1,345 shares; 2026Q3: 1,395 shares 1,395 $326K 0.02% +50 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,580 shares; 2026Q2: 1,844 shares; 2026Q3: 2,062 shares 2,062 $317K 0.02% +218 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,258 shares; 2026Q3: 7,179 shares 7,179 $317K 0.02% +1,921 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,258 shares; 2025Q1: 3,202 shares; 2025Q2: 3,272 shares; 2025Q3: 4,491 shares; 2025Q4: 3,753 shares; 2026Q1: 3,756 shares; 2026Q2: 3,816 shares; 2026Q3: 3,712 shares 3,712 $317K 0.02% -104 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,043 shares; 2025Q1: 13,594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,096 shares 3,096 $316K 0.02% new Timeline IMMX IMMIX BIOPHARMA INC More: the full row for IMMIX BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,113 shares 30,113 $313K 0.02% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,322 shares; 2026Q1: 2,988 shares; 2026Q2: 3,121 shares; 2026Q3: 3,043 shares 3,043 $308K 0.02% -78 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 801 shares; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 889 shares; 2025Q4: 944 shares; 2026Q1: 917 shares; 2026Q2: 687 shares; 2026Q3: 738 shares 738 $307K 0.02% +51 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,781 shares; 2026Q2: 4,163 shares; 2026Q3: 5,060 shares 5,060 $306K 0.02% +897 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,959 shares; 2025Q3: 17,232 shares; 2025Q4: 30,129 shares; 2026Q1: 22,988 shares; 2026Q2: 17,296 shares; 2026Q3: 3,091 shares 3,091 $299K 0.01% -14,205 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,018 shares; 2025Q1: 2,740 shares; 2025Q2: 2,721 shares; 2025Q3: 2,523 shares; 2025Q4: 2,418 shares; 2026Q1: 1,947 shares; 2026Q2: 2,069 shares; 2026Q3: 2,644 shares 2,644 $296K 0.01% +575 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,763 shares; 2025Q4: 1,922 shares; 2026Q1: 1,720 shares; 2026Q2: 1,726 shares; 2026Q3: 1,447 shares 1,447 $295K 0.01% -279 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,822 shares; 2026Q3: 12,748 shares 12,748 $292K 0.01% -4,074 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,545 shares; 2026Q3: 4,020 shares 4,020 $288K 0.01% -525 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,362 shares; 2026Q1: 2,709 shares; 2026Q2: 2,746 shares; 2026Q3: 2,762 shares 2,762 $287K 0.01% +16 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,503 shares; 2026Q1: 6,794 shares; 2026Q2: 6,888 shares; 2026Q3: 7,563 shares 7,563 $287K 0.01% +675 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,134 shares; 2026Q1: 3,158 shares; 2026Q2: 3,960 shares; 2026Q3: 4,492 shares 4,492 $284K 0.01% +532 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,901 shares 5,901 $283K 0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 534 shares; 2026Q3: 862 shares 862 $283K 0.01% +328 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,726 shares; 2026Q1: 5,080 shares; 2026Q2: 4,990 shares; 2026Q3: 4,990 shares 4,990 $276K 0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,507 shares; 2025Q1: 9,258 shares; 2025Q2: 8,234 shares; 2025Q3: 7,115 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,233 shares 3,233 $275K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,735 shares; 2025Q1: 1,733 shares; 2025Q2: 2,102 shares; 2025Q3: 1,316 shares; 2025Q4: 1,600 shares; 2026Q1: 1,105 shares; 2026Q2: 1,119 shares; 2026Q3: 1,081 shares 1,081 $275K 0.01% -38 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,095 shares; 2025Q4: 4,848 shares; 2026Q1: 5,524 shares; 2026Q2: 5,516 shares; 2026Q3: 5,900 shares 5,900 $274K 0.01% +384 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,279 shares; 2025Q1: 3,279 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 3,279 shares; 2026Q1: 3,279 shares; 2026Q2: 3,279 shares; 2026Q3: 3,279 shares 3,279 $274K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,958 shares; 2025Q1: 2,700 shares; 2025Q2: 2,715 shares; 2025Q3: 2,690 shares; 2025Q4: 1,973 shares; 2026Q1: 1,655 shares; 2026Q2: 1,675 shares; 2026Q3: 1,696 shares 1,696 $273K 0.01% +21 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,506 shares; 2026Q3: 6,222 shares 6,222 $269K 0.01% +716 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,924 shares; 2025Q3: 1,924 shares; 2025Q4: 1,825 shares; 2026Q1: 4,478 shares; 2026Q2: 2,184 shares; 2026Q3: 1,821 shares 1,821 $267K 0.01% -363 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,389 shares; 2025Q1: 3,177 shares; 2025Q2: 6,261 shares; 2025Q3: 6,203 shares; 2025Q4: 3,131 shares; 2026Q1: 2,214 shares; 2026Q2: 1,824 shares; 2026Q3: 519 shares 519 $264K 0.01% -1,305 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,058 shares; 2026Q1: not reported; 2026Q2: 1,049 shares; 2026Q3: 913 shares 913 $263K 0.01% -136 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,989 shares; 2025Q1: 37,600 shares; 2025Q2: 35,984 shares; 2025Q3: 10,770 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,128 shares 5,128 $262K 0.01% new Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,367 shares 9,367 $261K 0.01% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,751 shares 9,751 $258K 0.01% new Timeline STEN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,361 shares; 2026Q3: 9,015 shares 9,015 $256K 0.01% -346 Timeline TEND ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,428 shares; 2026Q3: 9,078 shares 9,078 $254K 0.01% -350 Timeline EVLN 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,860 shares; 2026Q1: 5,351 shares; 2026Q2: 5,244 shares; 2026Q3: 5,244 shares 5,244 $254K 0.01% 0 Timeline TENM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,496 shares; 2026Q3: 9,144 shares 9,144 $254K 0.01% -352 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,904 shares; 2026Q1: 10,132 shares; 2026Q2: 10,329 shares; 2026Q3: 9,957 shares 9,957 $253K 0.01% -372 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,643 shares; 2025Q1: 2,267 shares; 2025Q2: 2,299 shares; 2025Q3: 3,185 shares; 2025Q4: 2,628 shares; 2026Q1: 2,606 shares; 2026Q2: 2,774 shares; 2026Q3: 2,973 shares 2,973 $246K 0.01% +199 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,568 shares 3,568 $244K 0.01% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,466 shares; 2025Q1: 2,870 shares; 2025Q2: 8,432 shares; 2025Q3: 7,215 shares; 2025Q4: 6,067 shares; 2026Q1: 739 shares; 2026Q2: 678 shares; 2026Q3: 631 shares 631 $241K 0.01% -47 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,105 shares; 2025Q3: 3,773 shares; 2025Q4: 6,024 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,441 shares 6,441 $238K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,438 shares; 2026Q3: 1,122 shares 1,122 $237K 0.01% -316 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,605 shares; 2026Q2: 2,605 shares; 2026Q3: 2,605 shares 2,605 $236K 0.01% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,063 shares 3,063 $234K 0.01% new Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,500 shares; 2026Q1: 15,500 shares; 2026Q2: 15,500 shares; 2026Q3: 17,500 shares 17,500 $234K 0.01% +2,000 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,207 shares; 2026Q3: 2,449 shares 2,449 $233K 0.01% +242 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,368 shares; 2025Q1: 3,430 shares; 2025Q2: 4,207 shares; 2025Q3: 1,909 shares; 2025Q4: 5,417 shares; 2026Q1: 5,636 shares; 2026Q2: 1,399 shares; 2026Q3: 1,403 shares 1,403 $233K 0.01% +4 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,286 shares; 2025Q1: 4,290 shares; 2025Q2: 4,335 shares; 2025Q3: 4,302 shares; 2025Q4: 1,112 shares; 2026Q1: 1,047 shares; 2026Q2: 859 shares; 2026Q3: 750 shares 750 $232K 0.01% -109 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,450 shares; 2026Q3: 1,450 shares 1,450 $230K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,268 shares; 2025Q1: 22,447 shares; 2025Q2: 20,245 shares; 2025Q3: 4,326 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,186 shares 2,186 $227K 0.01% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,897 shares 2,897 $227K 0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,010 shares; 2025Q1: 2,841 shares; 2025Q2: 2,842 shares; 2025Q3: 2,843 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,412 shares; 2026Q3: 2,412 shares 2,412 $226K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,757 shares; 2025Q1: 2,630 shares; 2025Q2: 2,606 shares; 2025Q3: 2,427 shares; 2025Q4: 2,223 shares; 2026Q1: 2,210 shares; 2026Q2: 2,256 shares; 2026Q3: 2,302 shares 2,302 $225K 0.01% +46 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,419 shares; 2026Q3: 1,450 shares 1,450 $225K 0.01% +31 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 479 shares; 2026Q3: 437 shares 437 $224K 0.01% -42 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,479 shares; 2026Q3: 1,467 shares 1,467 $223K 0.01% -12 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; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: 2,154 shares; 2025Q3: 2,154 shares; 2025Q4: 2,239 shares; 2026Q1: 2,148 shares; 2026Q2: 2,165 shares; 2026Q3: 2,134 shares 2,134 $223K 0.01% -31 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,099 shares; 2026Q2: 15,969 shares; 2026Q3: 17,587 shares 17,587 $222K 0.01% +1,618 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 849 shares; 2026Q3: 791 shares 791 $222K 0.01% -58 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,868 shares 7,868 $220K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 642 shares 642 $218K 0.01% new Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,501 shares 6,501 $217K 0.01% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,939 shares; 2025Q1: 15,804 shares; 2025Q2: 16,346 shares; 2025Q3: 16,363 shares; 2025Q4: 16,204 shares; 2026Q1: 15,906 shares; 2026Q2: 14,688 shares; 2026Q3: 13,934 shares 13,934 $216K 0.01% -754 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,143 shares; 2025Q1: 1,687 shares; 2025Q2: 1,618 shares; 2025Q3: 2,861 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,401 shares 1,401 $214K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,971 shares; 2025Q1: 26,819 shares; 2025Q2: 27,365 shares; 2025Q3: 12,614 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,009 shares; 2026Q3: 6,783 shares 6,783 $213K 0.01% -226 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,096 shares; 2025Q1: 6,412 shares; 2025Q2: 6,669 shares; 2025Q3: 6,688 shares; 2025Q4: 6,652 shares; 2026Q1: 6,420 shares; 2026Q2: 5,301 shares; 2026Q3: 5,107 shares 5,107 $212K 0.01% -194 Timeline QB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,280 shares; 2026Q3: 4,280 shares 4,280 $211K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,831 shares; 2026Q1: 2,153 shares; 2026Q2: 2,146 shares; 2026Q3: 1,401 shares 1,401 $209K 0.01% -745 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,241 shares; 2026Q3: 2,226 shares 2,226 $209K 0.01% -15 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares; 2026Q3: 114 shares 114 $207K 0.01% -1 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,731 shares; 2026Q1: 7,553 shares; 2026Q2: not reported; 2026Q3: 6,998 shares 6,998 $206K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,943 shares; 2025Q1: 4,574 shares; 2025Q2: 4,655 shares; 2025Q3: 4,776 shares; 2025Q4: 4,756 shares; 2026Q1: 4,726 shares; 2026Q2: 4,772 shares; 2026Q3: 4,718 shares 4,718 $206K 0.01% -54 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,387 shares 6,387 $206K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,043 shares; 2026Q1: 1,927 shares; 2026Q2: 1,416 shares; 2026Q3: 1,410 shares 1,410 $204K 0.01% -6 Timeline PREF 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,626 shares; 2026Q1: 11,190 shares; 2026Q2: 11,071 shares; 2026Q3: 11,071 shares 11,071 $203K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 897 shares; 2026Q1: 622 shares; 2026Q2: 680 shares; 2026Q3: 608 shares 608 $202K 0.01% -72 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,431 shares; 2025Q3: 13,812 shares; 2025Q4: 13,812 shares; 2026Q1: 22,836 shares; 2026Q2: 23,609 shares; 2026Q3: 16,297 shares 16,297 $173K 0.01% -7,312 Timeline XE X-ENERGY INC More: the full row for X-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,267 shares 11,267 $160K 0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,823 shares 10,823 $152K 0.01% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,025 shares; 2025Q1: 11,181 shares; 2025Q2: 11,298 shares; 2025Q3: 11,483 shares; 2025Q4: 11,657 shares; 2026Q1: 11,837 shares; 2026Q2: 12,025 shares; 2026Q3: 12,024 shares 12,024 $79K <0.01% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,100 shares 25,100 $48.7K <0.01% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,007 shares; 2026Q1: not reported; 2026Q2: 18,381 shares; 2026Q3: 18,298 shares 18,298 $48.5K <0.01% -83 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,244 shares 10,244 $45.2K <0.01% new Timeline ZVIA ZEVIA PBC More: the full row for ZEVIA PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,721 shares; 2026Q1: 13,116 shares; 2026Q2: 12,116 shares; 2026Q3: 12,116 shares 12,116 $14.3K <0.01% 0 Timeline