TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,301 shares; 2024Q4: 11,553 shares; 2025Q1: 11,047 shares; 2025Q2: 12,281 shares; 2025Q3: 10,793 shares; 2025Q4: 12,998 shares; 2026Q1: 12,280 shares; 2026Q2: 11,340 shares 11,340 $1.24M 0.03% -940 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,300 shares; 2024Q4: 14,906 shares; 2025Q1: 18,361 shares; 2025Q2: 31,318 shares; 2025Q3: 31,186 shares; 2025Q4: 36,716 shares; 2026Q1: 42,091 shares; 2026Q2: 44,581 shares 44,581 $1.23M 0.03% +2,490 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,125 shares; 2026Q1: 103,650 shares; 2026Q2: 55,200 shares 55,200 $1.23M 0.03% -48,450 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,591 shares; 2024Q4: 22,831 shares; 2025Q1: 22,961 shares; 2025Q2: 20,837 shares; 2025Q3: 17,577 shares; 2025Q4: 17,892 shares; 2026Q1: 18,888 shares; 2026Q2: 20,018 shares 20,018 $1.23M 0.03% +1,130 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,328 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,603 shares; 2025Q3: 24,293 shares; 2025Q4: 23,458 shares; 2026Q1: 23,923 shares; 2026Q2: 27,331 shares 27,331 $1.23M 0.03% +3,408 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078 shares; 2024Q4: 2,586 shares; 2025Q1: 4,465 shares; 2025Q2: 5,464 shares; 2025Q3: 5,245 shares; 2025Q4: 5,162 shares; 2026Q1: 3,824 shares; 2026Q2: 3,911 shares 3,911 $1.23M 0.03% +87 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,593 shares; 2024Q4: 23,336 shares; 2025Q1: 22,152 shares; 2025Q2: 21,413 shares; 2025Q3: 19,455 shares; 2025Q4: 23,098 shares; 2026Q1: 21,567 shares; 2026Q2: 19,229 shares 19,229 $1.23M 0.03% -2,338 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,015 shares; 2024Q4: 5,804 shares; 2025Q1: 7,244 shares; 2025Q2: 8,772 shares; 2025Q3: 9,100 shares; 2025Q4: 22,854 shares; 2026Q1: 11,898 shares; 2026Q2: 10,651 shares 10,651 $1.23M 0.03% -1,247 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,338 shares; 2025Q2: 4,598 shares; 2025Q3: 4,455 shares; 2025Q4: 6,023 shares; 2026Q1: 12,224 shares; 2026Q2: 13,631 shares 13,631 $1.22M 0.03% +1,407 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,563 shares 24,563 $1.22M 0.03% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,973 shares; 2024Q4: 32,126 shares; 2025Q1: 41,090 shares; 2025Q2: 44,418 shares; 2025Q3: 35,774 shares; 2025Q4: 37,715 shares; 2026Q1: 47,216 shares; 2026Q2: 40,469 shares 40,469 $1.22M 0.03% -6,747 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,326 shares; 2025Q3: 10,467 shares; 2025Q4: 15,749 shares; 2026Q1: 18,647 shares; 2026Q2: 12,010 shares 12,010 $1.22M 0.03% -6,637 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,216 shares; 2025Q3: 1,857 shares; 2025Q4: 2,313 shares; 2026Q1: 3,193 shares; 2026Q2: 2,526 shares 2,526 $1.22M 0.03% -667 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,412 shares; 2024Q4: 23,417 shares; 2025Q1: 21,747 shares; 2025Q2: 21,147 shares; 2025Q3: 21,152 shares; 2025Q4: 22,018 shares; 2026Q1: 22,698 shares; 2026Q2: 23,018 shares 23,018 $1.22M 0.03% +320 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,346 shares; 2024Q4: 8,346 shares; 2025Q1: 17,583 shares; 2025Q2: 22,091 shares; 2025Q3: 24,795 shares; 2025Q4: 27,974 shares; 2026Q1: 21,261 shares; 2026Q2: 24,680 shares 24,680 $1.21M 0.03% +3,419 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,621 shares; 2024Q4: 39,799 shares; 2025Q1: 47,080 shares; 2025Q2: 36,809 shares; 2025Q3: 38,558 shares; 2025Q4: 37,247 shares; 2026Q1: 29,407 shares; 2026Q2: 32,833 shares 32,833 $1.21M 0.03% +3,426 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,320 shares; 2024Q4: 37,074 shares; 2025Q1: 37,403 shares; 2025Q2: 39,301 shares; 2025Q3: 17,771 shares; 2025Q4: 25,325 shares; 2026Q1: 21,447 shares; 2026Q2: 23,803 shares 23,803 $1.2M 0.03% +2,356 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,559 shares; 2025Q1: 6,232 shares; 2025Q2: 8,244 shares; 2025Q3: 9,150 shares; 2025Q4: 10,401 shares; 2026Q1: 18,733 shares; 2026Q2: 13,046 shares 13,046 $1.2M 0.03% -5,687 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,087 shares; 2024Q4: 48,399 shares; 2025Q1: 48,417 shares; 2025Q2: 55,656 shares; 2025Q3: 48,195 shares; 2025Q4: 41,657 shares; 2026Q1: 45,021 shares; 2026Q2: 62,900 shares 62,900 $1.2M 0.03% +17,879 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,445 shares; 2026Q1: 5,992 shares; 2026Q2: 7,400 shares 7,400 $1.2M 0.03% +1,408 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,350 shares; 2024Q4: 8,967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,707 shares; 2025Q4: 6,030 shares; 2026Q1: 16,660 shares; 2026Q2: 13,224 shares 13,224 $1.2M 0.03% -3,436 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,751 shares; 2026Q2: 13,476 shares 13,476 $1.19M 0.03% -1,275 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,194 shares; 2024Q4: 13,574 shares; 2025Q1: 12,669 shares; 2025Q2: 19,118 shares; 2025Q3: 18,190 shares; 2025Q4: 21,780 shares; 2026Q1: 26,231 shares; 2026Q2: 29,609 shares 29,609 $1.19M 0.03% +3,378 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,489 shares; 2024Q4: 8,531 shares; 2025Q1: 4,527 shares; 2025Q2: 8,075 shares; 2025Q3: 6,676 shares; 2025Q4: 7,074 shares; 2026Q1: 7,042 shares; 2026Q2: 7,496 shares 7,496 $1.19M 0.03% +454 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,120 shares; 2024Q4: 7,344 shares; 2025Q1: 8,253 shares; 2025Q2: 8,074 shares; 2025Q3: 8,894 shares; 2025Q4: 9,016 shares; 2026Q1: 10,278 shares; 2026Q2: 10,458 shares 10,458 $1.18M 0.03% +180 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,782 shares; 2024Q4: 24,289 shares; 2025Q1: 20,840 shares; 2025Q2: 20,767 shares; 2025Q3: 20,669 shares; 2025Q4: 26,695 shares; 2026Q1: 26,522 shares; 2026Q2: 26,499 shares 26,499 $1.18M 0.03% -23 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,649 shares; 2024Q4: 11,807 shares; 2025Q1: 13,142 shares; 2025Q2: 14,568 shares; 2025Q3: 11,736 shares; 2025Q4: 11,742 shares; 2026Q1: 14,207 shares; 2026Q2: 10,836 shares 10,836 $1.17M 0.03% -3,371 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,423 shares; 2026Q2: 18,468 shares 18,468 $1.17M 0.03% +45 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,756 shares; 2025Q4: 9,477 shares; 2026Q1: 9,914 shares; 2026Q2: 12,545 shares 12,545 $1.17M 0.03% +2,631 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,746 shares; 2026Q1: 10,693 shares; 2026Q2: 11,477 shares 11,477 $1.17M 0.03% +784 Timeline SDMF SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,101 shares 45,101 $1.16M 0.02% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,059 shares; 2024Q4: 10,723 shares; 2025Q1: 11,828 shares; 2025Q2: 10,474 shares; 2025Q3: 11,675 shares; 2025Q4: 12,194 shares; 2026Q1: 9,669 shares; 2026Q2: 9,037 shares 9,037 $1.15M 0.02% -632 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 3,111 shares; 2025Q1: 3,397 shares; 2025Q2: 3,607 shares; 2025Q3: 4,275 shares; 2025Q4: 4,791 shares; 2026Q1: 6,195 shares; 2026Q2: 4,756 shares 4,756 $1.15M 0.02% -1,439 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,106 shares; 2025Q3: 1,178 shares; 2025Q4: 2,184 shares; 2026Q1: 2,298 shares; 2026Q2: 2,887 shares 2,887 $1.15M 0.02% +589 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,308 shares; 2024Q4: 58,476 shares; 2025Q1: 71,855 shares; 2025Q2: 123,636 shares; 2025Q3: 41,852 shares; 2025Q4: 73,272 shares; 2026Q1: 100,370 shares; 2026Q2: 44,545 shares 44,545 $1.14M 0.02% -55,825 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,389 shares; 2024Q4: 32,621 shares; 2025Q1: 27,660 shares; 2025Q2: 24,268 shares; 2025Q3: 21,476 shares; 2025Q4: 17,177 shares; 2026Q1: 18,755 shares; 2026Q2: 15,610 shares 15,610 $1.13M 0.02% -3,145 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,433 shares; 2025Q3: 6,497 shares; 2025Q4: 6,792 shares; 2026Q1: 5,763 shares; 2026Q2: 4,449 shares 4,449 $1.13M 0.02% -1,314 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,780 shares; 2024Q4: 6,004 shares; 2025Q1: 5,755 shares; 2025Q2: 5,502 shares; 2025Q3: 4,078 shares; 2025Q4: 3,740 shares; 2026Q1: 3,558 shares; 2026Q2: 4,585 shares 4,585 $1.12M 0.02% +1,027 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,241 shares; 2024Q4: 9,615 shares; 2025Q1: 7,900 shares; 2025Q2: 10,920 shares; 2025Q3: 8,258 shares; 2025Q4: 8,557 shares; 2026Q1: 9,352 shares; 2026Q2: 8,338 shares 8,338 $1.12M 0.02% -1,014 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,236 shares; 2024Q4: 5,683 shares; 2025Q1: 5,666 shares; 2025Q2: 5,665 shares; 2025Q3: 5,922 shares; 2025Q4: 6,247 shares; 2026Q1: 7,633 shares; 2026Q2: 7,587 shares 7,587 $1.12M 0.02% -46 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,803 shares; 2026Q1: 41,803 shares; 2026Q2: 34,027 shares 34,027 $1.12M 0.02% -7,776 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,680 shares; 2024Q4: 18,811 shares; 2025Q1: 12,319 shares; 2025Q2: 13,549 shares; 2025Q3: 14,745 shares; 2025Q4: 17,752 shares; 2026Q1: 17,717 shares; 2026Q2: 16,978 shares 16,978 $1.11M 0.02% -739 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,408 shares; 2024Q4: 154,680 shares; 2025Q1: 157,906 shares; 2025Q2: 137,796 shares; 2025Q3: 126,045 shares; 2025Q4: 112,735 shares; 2026Q1: 69,755 shares; 2026Q2: 59,967 shares 59,967 $1.11M 0.02% -9,788 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,509 shares; 2024Q4: 10,683 shares; 2025Q1: 6,480 shares; 2025Q2: 6,911 shares; 2025Q3: 5,133 shares; 2025Q4: 6,208 shares; 2026Q1: 10,295 shares; 2026Q2: 4,581 shares 4,581 $1.11M 0.02% -5,714 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,269 shares; 2026Q2: 6,159 shares 6,159 $1.11M 0.02% -110 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,634 shares; 2024Q4: 26,052 shares; 2025Q1: 17,374 shares; 2025Q2: 20,671 shares; 2025Q3: 19,322 shares; 2025Q4: 20,489 shares; 2026Q1: 21,394 shares; 2026Q2: 9,381 shares 9,381 $1.1M 0.02% -12,013 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,359 shares; 2026Q2: 8,917 shares 8,917 $1.1M 0.02% -1,442 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 889 shares; 2025Q3: 1,282 shares; 2025Q4: 1,756 shares; 2026Q1: 2,100 shares; 2026Q2: 13,283 shares 13,283 $1.1M 0.02% +11,183 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,693 shares; 2024Q4: 15,544 shares; 2025Q1: 16,590 shares; 2025Q2: 16,499 shares; 2025Q3: 16,450 shares; 2025Q4: 17,440 shares; 2026Q1: 19,116 shares; 2026Q2: 19,991 shares 19,991 $1.1M 0.02% +875 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; 2024Q3: 2,949 shares; 2024Q4: 3,525 shares; 2025Q1: 2,641 shares; 2025Q2: 3,148 shares; 2025Q3: 3,380 shares; 2025Q4: 2,399 shares; 2026Q1: 2,223 shares; 2026Q2: 3,556 shares 3,556 $1.09M 0.02% +1,333 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,726 shares; 2024Q4: 16,205 shares; 2025Q1: 12,731 shares; 2025Q2: 10,669 shares; 2025Q3: 12,013 shares; 2025Q4: 7,424 shares; 2026Q1: 4,280 shares; 2026Q2: 3,747 shares 3,747 $1.09M 0.02% -533 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,259 shares; 2024Q4: 7,293 shares; 2025Q1: 7,881 shares; 2025Q2: 7,764 shares; 2025Q3: 8,212 shares; 2025Q4: 8,700 shares; 2026Q1: 11,688 shares; 2026Q2: 4,008 shares 4,008 $1.08M 0.02% -7,680 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,475 shares; 2024Q4: 5,355 shares; 2025Q1: 5,983 shares; 2025Q2: 5,033 shares; 2025Q3: 2,310 shares; 2025Q4: 2,090 shares; 2026Q1: 1,924 shares; 2026Q2: 2,183 shares 2,183 $1.08M 0.02% +259 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; 2024Q3: 36,138 shares; 2024Q4: 34,402 shares; 2025Q1: 58,133 shares; 2025Q2: 58,473 shares; 2025Q3: 59,138 shares; 2025Q4: 57,137 shares; 2026Q1: 55,000 shares; 2026Q2: 29,414 shares 29,414 $1.08M 0.02% -25,586 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,492 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,291 shares 1,291 $1.08M 0.02% new Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175,359 shares 175,359 $1.07M 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 723 shares; 2025Q1: 1,027 shares; 2025Q2: 1,461 shares; 2025Q3: 1,395 shares; 2025Q4: 1,421 shares; 2026Q1: 1,558 shares; 2026Q2: 1,117 shares 1,117 $1.07M 0.02% -441 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,969 shares; 2024Q4: 5,007 shares; 2025Q1: 8,497 shares; 2025Q2: 8,934 shares; 2025Q3: 8,952 shares; 2025Q4: 3,451 shares; 2026Q1: 3,283 shares; 2026Q2: 2,775 shares 2,775 $1.07M 0.02% -508 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,672 shares; 2024Q4: 12,479 shares; 2025Q1: 14,110 shares; 2025Q2: 13,852 shares; 2025Q3: 13,825 shares; 2025Q4: 14,108 shares; 2026Q1: 14,598 shares; 2026Q2: 13,581 shares 13,581 $1.06M 0.02% -1,017 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126,926 shares 126,926 $1.06M 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,310 shares; 2024Q4: 6,501 shares; 2025Q1: 9,794 shares; 2025Q2: 11,873 shares; 2025Q3: 10,738 shares; 2025Q4: 6,741 shares; 2026Q1: 10,938 shares; 2026Q2: 6,052 shares 6,052 $1.06M 0.02% -4,886 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,807 shares; 2025Q4: 1,674 shares; 2026Q1: 6,096 shares; 2026Q2: 7,233 shares 7,233 $1.06M 0.02% +1,137 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,402 shares; 2024Q4: 73,172 shares; 2025Q1: 68,512 shares; 2025Q2: 54,851 shares; 2025Q3: 42,253 shares; 2025Q4: 31,839 shares; 2026Q1: 30,789 shares; 2026Q2: 27,903 shares 27,903 $1.06M 0.02% -2,886 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,205 shares; 2025Q2: 12,126 shares; 2025Q3: 17,680 shares; 2025Q4: 19,299 shares; 2026Q1: 23,548 shares; 2026Q2: 21,246 shares 21,246 $1.06M 0.02% -2,302 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; 2024Q3: 58,148 shares; 2024Q4: 60,383 shares; 2025Q1: 60,995 shares; 2025Q2: 44,676 shares; 2025Q3: 57,653 shares; 2025Q4: 59,115 shares; 2026Q1: 64,877 shares; 2026Q2: 59,359 shares 59,359 $1.06M 0.02% -5,518 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,156 shares; 2024Q4: 250,666 shares; 2025Q1: 258,414 shares; 2025Q2: 257,998 shares; 2025Q3: 276,017 shares; 2025Q4: 34,841 shares; 2026Q1: 275,974 shares; 2026Q2: 42,628 shares 42,628 $1.05M 0.02% -233,346 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,078 shares; 2024Q4: 3,953 shares; 2025Q1: 3,881 shares; 2025Q2: 3,723 shares; 2025Q3: 2,232 shares; 2025Q4: 2,131 shares; 2026Q1: 2,141 shares; 2026Q2: 1,867 shares 1,867 $1.05M 0.02% -274 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: 1,117 shares; 2025Q1: 1,207 shares; 2025Q2: 1,386 shares; 2025Q3: 1,244 shares; 2025Q4: 1,162 shares; 2026Q1: 1,200 shares; 2026Q2: 1,069 shares 1,069 $1.05M 0.02% -131 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,176 shares; 2024Q4: 31,055 shares; 2025Q1: 34,787 shares; 2025Q2: 35,085 shares; 2025Q3: 29,761 shares; 2025Q4: 28,399 shares; 2026Q1: 29,896 shares; 2026Q2: 25,206 shares 25,206 $1.04M 0.02% -4,690 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,225 shares; 2026Q2: 29,977 shares 29,977 $1.04M 0.02% -3,248 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030 shares; 2024Q4: 2,380 shares; 2025Q1: 3,148 shares; 2025Q2: 3,490 shares; 2025Q3: 3,194 shares; 2025Q4: 3,284 shares; 2026Q1: 3,542 shares; 2026Q2: 2,904 shares 2,904 $1.03M 0.02% -638 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,084 shares; 2024Q4: 6,395 shares; 2025Q1: 5,980 shares; 2025Q2: 6,912 shares; 2025Q3: 7,184 shares; 2025Q4: 7,449 shares; 2026Q1: 7,109 shares; 2026Q2: 6,734 shares 6,734 $1.02M 0.02% -375 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,809 shares; 2024Q4: 28,103 shares; 2025Q1: 28,103 shares; 2025Q2: 24,443 shares; 2025Q3: 24,315 shares; 2025Q4: 26,625 shares; 2026Q1: 26,125 shares; 2026Q2: 24,460 shares 24,460 $1.02M 0.02% -1,665 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,251 shares; 2024Q4: 20,624 shares; 2025Q1: 20,196 shares; 2025Q2: 19,819 shares; 2025Q3: 19,218 shares; 2025Q4: 23,382 shares; 2026Q1: 22,034 shares; 2026Q2: 21,972 shares 21,972 $1.01M 0.02% -62 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,657 shares; 2026Q1: 18,657 shares; 2026Q2: 15,122 shares 15,122 $1.01M 0.02% -3,535 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,087 shares; 2024Q4: 4,686 shares; 2025Q1: 4,903 shares; 2025Q2: 6,537 shares; 2025Q3: 7,034 shares; 2025Q4: 7,314 shares; 2026Q1: 5,688 shares; 2026Q2: 4,989 shares 4,989 $1M 0.02% -699 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,193 shares; 2024Q4: 7,246 shares; 2025Q1: 8,017 shares; 2025Q2: 8,470 shares; 2025Q3: 8,730 shares; 2025Q4: 9,036 shares; 2026Q1: 9,314 shares; 2026Q2: 9,369 shares 9,369 $996K 0.02% +55 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818 shares; 2026Q1: 629 shares; 2026Q2: 1,157 shares 1,157 $993K 0.02% +528 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,654 shares; 2024Q4: 4,036 shares; 2025Q1: 6,644 shares; 2025Q2: 6,811 shares; 2025Q3: 8,277 shares; 2025Q4: 9,577 shares; 2026Q1: 5,702 shares; 2026Q2: 4,170 shares 4,170 $991K 0.02% -1,532 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,992 shares; 2025Q1: 9,372 shares; 2025Q2: 8,512 shares; 2025Q3: 8,757 shares; 2025Q4: 9,453 shares; 2026Q1: 10,291 shares; 2026Q2: 14,142 shares 14,142 $989K 0.02% +3,851 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; 2024Q3: 7,278 shares; 2024Q4: 4,215 shares; 2025Q1: 3,810 shares; 2025Q2: 4,016 shares; 2025Q3: 3,629 shares; 2025Q4: 3,438 shares; 2026Q1: 4,041 shares; 2026Q2: 3,863 shares 3,863 $987K 0.02% -178 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,548 shares; 2024Q4: 53,985 shares; 2025Q1: 51,994 shares; 2025Q2: 54,620 shares; 2025Q3: 28,917 shares; 2025Q4: 26,594 shares; 2026Q1: 22,973 shares; 2026Q2: 21,404 shares 21,404 $986K 0.02% -1,569 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,100 shares; 2024Q4: 256,478 shares; 2025Q1: 268,329 shares; 2025Q2: 267,594 shares; 2025Q3: 266,235 shares; 2025Q4: 25,665 shares; 2026Q1: 268,463 shares; 2026Q2: 40,783 shares 40,783 $985K 0.02% -227,680 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,782 shares; 2025Q4: 44,161 shares; 2026Q1: 38,803 shares; 2026Q2: 44,047 shares 44,047 $984K 0.02% +5,244 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,763 shares; 2026Q1: 14,457 shares; 2026Q2: 24,440 shares 24,440 $981K 0.02% +9,983 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; 2024Q3: 60,756 shares; 2024Q4: 38,967 shares; 2025Q1: 24,319 shares; 2025Q2: 19,073 shares; 2025Q3: 14,877 shares; 2025Q4: 20,208 shares; 2026Q1: 27,244 shares; 2026Q2: 25,649 shares 25,649 $980K 0.02% -1,595 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,347 shares; 2024Q4: 55,618 shares; 2025Q1: 58,213 shares; 2025Q2: 36,000 shares; 2025Q3: 38,808 shares; 2025Q4: 42,610 shares; 2026Q1: 32,606 shares; 2026Q2: 8,035 shares 8,035 $978K 0.02% -24,571 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,492 shares; 2024Q4: 22,365 shares; 2025Q1: 17,899 shares; 2025Q2: 15,333 shares; 2025Q3: 11,916 shares; 2025Q4: 11,384 shares; 2026Q1: 12,219 shares; 2026Q2: 10,893 shares 10,893 $976K 0.02% -1,326 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,953 shares; 2025Q2: 10,043 shares; 2025Q3: 9,538 shares; 2025Q4: 9,358 shares; 2026Q1: 9,310 shares; 2026Q2: 10,453 shares 10,453 $972K 0.02% +1,143 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,465 shares; 2025Q3: 32,926 shares; 2025Q4: 27,510 shares; 2026Q1: 31,905 shares; 2026Q2: 45,947 shares 45,947 $970K 0.02% +14,042 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,239 shares; 2024Q4: 13,340 shares; 2025Q1: 13,561 shares; 2025Q2: 16,211 shares; 2025Q3: 15,699 shares; 2025Q4: 15,435 shares; 2026Q1: 15,339 shares; 2026Q2: 15,391 shares 15,391 $968K 0.02% +52 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,430 shares; 2025Q1: 8,440 shares; 2025Q2: 8,607 shares; 2025Q3: 8,203 shares; 2025Q4: 7,857 shares; 2026Q1: 22,817 shares; 2026Q2: 21,902 shares 21,902 $960K 0.02% -915 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,731 shares; 2024Q4: 24,615 shares; 2025Q1: 24,346 shares; 2025Q2: 23,843 shares; 2025Q3: 20,818 shares; 2025Q4: 20,801 shares; 2026Q1: 20,069 shares; 2026Q2: 17,872 shares 17,872 $958K 0.02% -2,197 Timeline BLLN BILLIONTOONE INC More: the full row for BILLIONTOONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,974 shares 7,974 $957K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,778 shares; 2025Q2: 7,010 shares; 2025Q3: 8,278 shares; 2025Q4: 17,052 shares; 2026Q1: 10,964 shares; 2026Q2: 11,610 shares 11,610 $956K 0.02% +646 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,232 shares; 2024Q4: 23,268 shares; 2025Q1: 19,273 shares; 2025Q2: 23,829 shares; 2025Q3: 20,577 shares; 2025Q4: 23,055 shares; 2026Q1: 23,760 shares; 2026Q2: 24,337 shares 24,337 $956K 0.02% +577 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 314,774 shares 314,774 $951K 0.02% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64,833 shares; 2025Q1: 63,053 shares; 2025Q2: 57,193 shares; 2025Q3: 41,108 shares; 2025Q4: 34,065 shares; 2026Q1: 34,296 shares; 2026Q2: 23,284 shares 23,284 $948K 0.02% -11,012 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,756 shares; 2024Q4: 13,600 shares; 2025Q1: 14,756 shares; 2025Q2: 26,911 shares; 2025Q3: 24,080 shares; 2025Q4: 25,076 shares; 2026Q1: 24,211 shares; 2026Q2: 10,424 shares 10,424 $946K 0.02% -13,787 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,253 shares; 2024Q4: 12,147 shares; 2025Q1: 5,612 shares; 2025Q2: 4,313 shares; 2025Q3: 3,907 shares; 2025Q4: 3,925 shares; 2026Q1: 4,197 shares; 2026Q2: 3,289 shares 3,289 $939K 0.02% -908 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,474 shares; 2024Q4: 14,333 shares; 2025Q1: 13,985 shares; 2025Q2: 14,061 shares; 2025Q3: 30,775 shares; 2025Q4: 15,926 shares; 2026Q1: 12,146 shares; 2026Q2: 21,726 shares 21,726 $931K 0.02% +9,580 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,160 shares; 2024Q4: 6,458 shares; 2025Q1: 6,778 shares; 2025Q2: 7,471 shares; 2025Q3: 6,838 shares; 2025Q4: 8,592 shares; 2026Q1: 7,470 shares; 2026Q2: 8,995 shares 8,995 $931K 0.02% +1,525 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,396 shares; 2024Q4: 10,241 shares; 2025Q1: 10,793 shares; 2025Q2: 12,635 shares; 2025Q3: 9,360 shares; 2025Q4: 13,634 shares; 2026Q1: 8,576 shares; 2026Q2: 8,432 shares 8,432 $930K 0.02% -144 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,968 shares; 2024Q4: 11,905 shares; 2025Q1: 14,076 shares; 2025Q2: 19,288 shares; 2025Q3: 21,038 shares; 2025Q4: 30,018 shares; 2026Q1: 36,687 shares; 2026Q2: 19,821 shares 19,821 $930K 0.02% -16,866 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,886 shares; 2025Q3: 5,673 shares; 2025Q4: 5,322 shares; 2026Q1: 5,763 shares; 2026Q2: 3,346 shares 3,346 $924K 0.02% -2,417 Timeline SWMR SWARMER INC More: the full row for SWARMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,837 shares 20,837 $923K 0.02% new 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; 2024Q3: 8,542 shares; 2024Q4: 8,450 shares; 2025Q1: 10,205 shares; 2025Q2: 9,672 shares; 2025Q3: 22,246 shares; 2025Q4: 22,243 shares; 2026Q1: 22,243 shares; 2026Q2: 22,243 shares 22,243 $921K 0.02% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,305 shares; 2024Q4: 26,170 shares; 2025Q1: 27,825 shares; 2025Q2: 27,738 shares; 2025Q3: 28,415 shares; 2025Q4: 30,979 shares; 2026Q1: 37,024 shares; 2026Q2: 20,904 shares 20,904 $915K 0.02% -16,120 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,376 shares; 2024Q4: 36,197 shares; 2025Q1: 28,583 shares; 2025Q2: 28,178 shares; 2025Q3: 28,031 shares; 2025Q4: 27,903 shares; 2026Q1: 27,113 shares; 2026Q2: 26,965 shares 26,965 $912K 0.02% -148 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,531 shares; 2024Q4: 8,550 shares; 2025Q1: 6,140 shares; 2025Q2: 10,985 shares; 2025Q3: 10,983 shares; 2025Q4: 11,324 shares; 2026Q1: 13,377 shares; 2026Q2: 9,686 shares 9,686 $907K 0.02% -3,691 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,092 shares; 2024Q4: 1,249 shares; 2025Q1: 1,328 shares; 2025Q2: 1,503 shares; 2025Q3: 1,569 shares; 2025Q4: 1,747 shares; 2026Q1: 1,676 shares; 2026Q2: 2,343 shares 2,343 $906K 0.02% +667 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,824 shares; 2024Q4: 2,811 shares; 2025Q1: 2,890 shares; 2025Q2: 3,099 shares; 2025Q3: 3,406 shares; 2025Q4: 3,319 shares; 2026Q1: 3,176 shares; 2026Q2: 2,702 shares 2,702 $904K 0.02% -474 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,474 shares; 2024Q4: 68,276 shares; 2025Q1: 104,915 shares; 2025Q2: 110,591 shares; 2025Q3: 112,362 shares; 2025Q4: 70,684 shares; 2026Q1: 56,567 shares; 2026Q2: 18,965 shares 18,965 $901K 0.02% -37,602 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,247 shares; 2024Q4: 11,249 shares; 2025Q1: 11,728 shares; 2025Q2: 11,974 shares; 2025Q3: 11,895 shares; 2025Q4: 9,767 shares; 2026Q1: 9,782 shares; 2026Q2: 9,694 shares 9,694 $899K 0.02% -88 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,644 shares; 2024Q4: 16,205 shares; 2025Q1: 18,131 shares; 2025Q2: 18,461 shares; 2025Q3: 20,646 shares; 2025Q4: 20,787 shares; 2026Q1: 19,677 shares; 2026Q2: 11,198 shares 11,198 $898K 0.02% -8,479 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,173 shares; 2024Q4: 13,297 shares; 2025Q1: 21,628 shares; 2025Q2: 21,413 shares; 2025Q3: 20,879 shares; 2025Q4: 20,879 shares; 2026Q1: 22,362 shares; 2026Q2: 19,937 shares 19,937 $898K 0.02% -2,425 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; 2024Q3: 8,422 shares; 2024Q4: 10,755 shares; 2025Q1: 15,219 shares; 2025Q2: 16,217 shares; 2025Q3: 18,734 shares; 2025Q4: 16,170 shares; 2026Q1: 16,950 shares; 2026Q2: 16,714 shares 16,714 $896K 0.02% -236 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,213 shares; 2024Q4: 10,943 shares; 2025Q1: 15,563 shares; 2025Q2: 18,144 shares; 2025Q3: 18,189 shares; 2025Q4: 18,777 shares; 2026Q1: 17,898 shares; 2026Q2: 18,485 shares 18,485 $891K 0.02% +587 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 3,666 shares; 2025Q1: 3,847 shares; 2025Q2: 4,008 shares; 2025Q3: 4,316 shares; 2025Q4: 4,345 shares; 2026Q1: 4,557 shares; 2026Q2: 4,160 shares 4,160 $886K 0.02% -397 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,895 shares; 2026Q2: 12,391 shares 12,391 $886K 0.02% -504 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,960 shares; 2024Q4: 10,156 shares; 2025Q1: 14,499 shares; 2025Q2: 14,587 shares; 2025Q3: 14,664 shares; 2025Q4: 12,657 shares; 2026Q1: 12,926 shares; 2026Q2: 8,662 shares 8,662 $885K 0.02% -4,264 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,208 shares; 2025Q3: 1,775 shares; 2025Q4: 1,285 shares; 2026Q1: 4,426 shares; 2026Q2: 4,375 shares 4,375 $882K 0.02% -51 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,647 shares; 2025Q2: 10,947 shares; 2025Q3: 35,168 shares; 2025Q4: 56,560 shares; 2026Q1: 43,575 shares; 2026Q2: 41,786 shares 41,786 $879K 0.02% -1,789 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,153 shares; 2026Q2: 1,354 shares 1,354 $872K 0.02% +201 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,681 shares; 2025Q1: 3,388 shares; 2025Q2: 3,835 shares; 2025Q3: 1,584 shares; 2025Q4: 1,290 shares; 2026Q1: 1,331 shares; 2026Q2: 1,954 shares 1,954 $872K 0.02% +623 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,326 shares; 2024Q4: 32,071 shares; 2025Q1: 29,261 shares; 2025Q2: 20,781 shares; 2025Q3: 19,386 shares; 2025Q4: 17,932 shares; 2026Q1: 17,284 shares; 2026Q2: 17,299 shares 17,299 $869K 0.02% +15 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,973 shares; 2024Q4: 6,073 shares; 2025Q1: 6,591 shares; 2025Q2: 8,707 shares; 2025Q3: 7,018 shares; 2025Q4: 7,413 shares; 2026Q1: 7,950 shares; 2026Q2: 6,389 shares 6,389 $866K 0.02% -1,561 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,562 shares; 2025Q1: 10,126 shares; 2025Q2: 7,669 shares; 2025Q3: 7,386 shares; 2025Q4: 7,166 shares; 2026Q1: 6,471 shares; 2026Q2: 11,052 shares 11,052 $856K 0.02% +4,581 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,236 shares 3,236 $854K 0.02% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,538 shares; 2024Q4: 101,459 shares; 2025Q1: 84,848 shares; 2025Q2: 51,590 shares; 2025Q3: 33,721 shares; 2025Q4: 15,556 shares; 2026Q1: 15,764 shares; 2026Q2: 13,643 shares 13,643 $849K 0.02% -2,121 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,533 shares; 2026Q1: 5,533 shares; 2026Q2: 5,449 shares 5,449 $848K 0.02% -84 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,546 shares; 2025Q2: 11,402 shares; 2025Q3: 9,413 shares; 2025Q4: 9,422 shares; 2026Q1: 10,525 shares; 2026Q2: 10,480 shares 10,480 $847K 0.02% -45 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,780 shares; 2025Q4: 9,618 shares; 2026Q1: 9,591 shares; 2026Q2: 9,703 shares 9,703 $846K 0.02% +112 Timeline FSUN FIRSTSUN CAP BANCORP More: the full row for FIRSTSUN CAP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,486 shares; 2025Q3: 14,486 shares; 2025Q4: 14,486 shares; 2026Q1: 14,486 shares; 2026Q2: 21,739 shares 21,739 $843K 0.02% +7,253 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,536 shares; 2024Q4: 6,536 shares; 2025Q1: 26,690 shares; 2025Q2: 6,536 shares; 2025Q3: 20,606 shares; 2025Q4: 20,606 shares; 2026Q1: 36,228 shares; 2026Q2: 20,694 shares 20,694 $843K 0.02% -15,534 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,857 shares; 2024Q4: 122,615 shares; 2025Q1: 135,021 shares; 2025Q2: 143,506 shares; 2025Q3: 151,682 shares; 2025Q4: 154,300 shares; 2026Q1: 141,839 shares; 2026Q2: 19,847 shares 19,847 $838K 0.02% -121,992 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,975 shares; 2026Q1: 19,558 shares; 2026Q2: 101,531 shares 101,531 $837K 0.02% +81,973 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,920 shares; 2024Q4: 14,520 shares; 2025Q1: not reported; 2025Q2: 13,584 shares; 2025Q3: 18,710 shares; 2025Q4: 21,205 shares; 2026Q1: 23,011 shares; 2026Q2: 25,928 shares 25,928 $836K 0.02% +2,917 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,232 shares; 2025Q3: not reported; 2025Q4: 11,731 shares; 2026Q1: 13,474 shares; 2026Q2: 34,758 shares 34,758 $834K 0.02% +21,284 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,735 shares; 2024Q4: 39,200 shares; 2025Q1: 34,921 shares; 2025Q2: 26,765 shares; 2025Q3: 27,118 shares; 2025Q4: 27,628 shares; 2026Q1: 29,305 shares; 2026Q2: 28,704 shares 28,704 $834K 0.02% -601 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; 2024Q3: 6,582 shares; 2024Q4: 6,582 shares; 2025Q1: 6,582 shares; 2025Q2: 6,300 shares; 2025Q3: 17,300 shares; 2025Q4: 17,300 shares; 2026Q1: 17,300 shares; 2026Q2: 16,581 shares 16,581 $831K 0.02% -719 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,502 shares; 2025Q3: 5,305 shares; 2025Q4: 5,257 shares; 2026Q1: 16,158 shares; 2026Q2: 18,139 shares 18,139 $830K 0.02% +1,981 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,328 shares; 2024Q4: 14,359 shares; 2025Q1: 14,761 shares; 2025Q2: 12,955 shares; 2025Q3: 11,331 shares; 2025Q4: 10,138 shares; 2026Q1: 9,894 shares; 2026Q2: 9,094 shares 9,094 $830K 0.02% -800 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,904 shares; 2024Q4: 1,862 shares; 2025Q1: 1,932 shares; 2025Q2: 2,272 shares; 2025Q3: 1,912 shares; 2025Q4: 3,697 shares; 2026Q1: 4,005 shares; 2026Q2: 3,888 shares 3,888 $828K 0.02% -117 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; 2024Q3: 36,181 shares; 2024Q4: 17,672 shares; 2025Q1: 15,394 shares; 2025Q2: 12,926 shares; 2025Q3: 12,927 shares; 2025Q4: 14,099 shares; 2026Q1: 16,383 shares; 2026Q2: 17,341 shares 17,341 $827K 0.02% +958 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,221 shares; 2026Q2: 25,068 shares 25,068 $825K 0.02% -2,153 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,555 shares; 2024Q4: 9,197 shares; 2025Q1: 4,014 shares; 2025Q2: 4,700 shares; 2025Q3: 5,394 shares; 2025Q4: 4,557 shares; 2026Q1: 5,543 shares; 2026Q2: 4,880 shares 4,880 $818K 0.02% -663 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,911 shares; 2024Q4: 2,859 shares; 2025Q1: 3,071 shares; 2025Q2: 4,819 shares; 2025Q3: 5,671 shares; 2025Q4: 5,999 shares; 2026Q1: 6,251 shares; 2026Q2: 7,433 shares 7,433 $814K 0.02% +1,182 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,469 shares; 2024Q4: 19,099 shares; 2025Q1: 19,145 shares; 2025Q2: 17,066 shares; 2025Q3: 16,272 shares; 2025Q4: 16,306 shares; 2026Q1: 71,658 shares; 2026Q2: 15,535 shares 15,535 $812K 0.02% -56,123 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,492 shares; 2024Q4: 107,572 shares; 2025Q1: 105,982 shares; 2025Q2: 101,799 shares; 2025Q3: 110,646 shares; 2025Q4: 112,167 shares; 2026Q1: 9,459 shares; 2026Q2: 8,363 shares 8,363 $807K 0.02% -1,096 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,774 shares; 2024Q4: 19,690 shares; 2025Q1: 17,634 shares; 2025Q2: 18,003 shares; 2025Q3: 14,174 shares; 2025Q4: 12,359 shares; 2026Q1: 13,798 shares; 2026Q2: 11,746 shares 11,746 $805K 0.02% -2,052 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,663 shares; 2025Q3: 18,454 shares; 2025Q4: 18,632 shares; 2026Q1: 18,631 shares; 2026Q2: 16,576 shares 16,576 $801K 0.02% -2,055 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 4,187 shares; 2025Q1: 3,344 shares; 2025Q2: 2,133 shares; 2025Q3: 1,743 shares; 2025Q4: 1,830 shares; 2026Q1: 1,791 shares; 2026Q2: 2,258 shares 2,258 $801K 0.02% +467 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,546 shares; 2026Q1: 122,546 shares; 2026Q2: 122,546 shares 122,546 $800K 0.02% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,327 shares; 2024Q4: 88,661 shares; 2025Q1: 134,882 shares; 2025Q2: 76,482 shares; 2025Q3: 71,443 shares; 2025Q4: 81,419 shares; 2026Q1: 72,905 shares; 2026Q2: 22,805 shares 22,805 $794K 0.02% -50,100 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,289 shares; 2024Q4: 143,749 shares; 2025Q1: 183,673 shares; 2025Q2: 180,625 shares; 2025Q3: 64,887 shares; 2025Q4: 72,983 shares; 2026Q1: 72,073 shares; 2026Q2: 14,439 shares 14,439 $786K 0.02% -57,634 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,465 shares; 2024Q4: 11,463 shares; 2025Q1: 12,011 shares; 2025Q2: 10,929 shares; 2025Q3: 10,491 shares; 2025Q4: 12,171 shares; 2026Q1: 12,817 shares; 2026Q2: 16,498 shares 16,498 $782K 0.02% +3,681 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,749 shares; 2024Q4: 2,989 shares; 2025Q1: 3,119 shares; 2025Q2: 3,847 shares; 2025Q3: 3,205 shares; 2025Q4: 3,217 shares; 2026Q1: 2,371 shares; 2026Q2: 1,906 shares 1,906 $781K 0.02% -465 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,361 shares; 2025Q1: 8,653 shares; 2025Q2: 8,683 shares; 2025Q3: 8,948 shares; 2025Q4: 8,407 shares; 2026Q1: 7,812 shares; 2026Q2: 6,583 shares 6,583 $779K 0.02% -1,229 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,527 shares; 2024Q4: 8,555 shares; 2025Q1: 7,845 shares; 2025Q2: 7,638 shares; 2025Q3: 7,055 shares; 2025Q4: 7,875 shares; 2026Q1: 5,130 shares; 2026Q2: 3,777 shares 3,777 $774K 0.02% -1,353 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,816 shares; 2024Q4: 25,314 shares; 2025Q1: 30,234 shares; 2025Q2: 35,638 shares; 2025Q3: 32,824 shares; 2025Q4: 38,218 shares; 2026Q1: 61,254 shares; 2026Q2: 35,161 shares 35,161 $771K 0.02% -26,093 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,522 shares; 2025Q3: 6,281 shares; 2025Q4: 6,185 shares; 2026Q1: 7,714 shares; 2026Q2: 8,670 shares 8,670 $770K 0.02% +956 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,386 shares; 2024Q4: 5,708 shares; 2025Q1: 5,645 shares; 2025Q2: 6,099 shares; 2025Q3: 2,980 shares; 2025Q4: 3,293 shares; 2026Q1: 3,217 shares; 2026Q2: 2,714 shares 2,714 $768K 0.02% -503 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,120 shares; 2026Q1: 15,711 shares; 2026Q2: 15,573 shares 15,573 $766K 0.02% -138 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,524 shares 9,524 $765K 0.02% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,668 shares; 2024Q4: 131,677 shares; 2025Q1: 20,122 shares; 2025Q2: 127,290 shares; 2025Q3: 66,901 shares; 2025Q4: 73,219 shares; 2026Q1: 67,339 shares; 2026Q2: 13,881 shares 13,881 $765K 0.02% -53,458 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,771 shares; 2024Q4: 17,512 shares; 2025Q1: 19,361 shares; 2025Q2: 20,558 shares; 2025Q3: 20,855 shares; 2025Q4: 21,228 shares; 2026Q1: 21,386 shares; 2026Q2: 20,775 shares 20,775 $760K 0.02% -611 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,768 shares; 2025Q3: 20,891 shares; 2025Q4: 18,416 shares; 2026Q1: 19,333 shares; 2026Q2: 25,705 shares 25,705 $754K 0.02% +6,372 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,123 shares; 2025Q1: not reported; 2025Q2: 17,603 shares; 2025Q3: 16,961 shares; 2025Q4: 17,632 shares; 2026Q1: 18,241 shares; 2026Q2: 17,811 shares 17,811 $754K 0.02% -430 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,560 shares; 2026Q2: 27,199 shares 27,199 $753K 0.02% +4,639 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,232 shares; 2025Q4: 15,239 shares; 2026Q1: 15,388 shares; 2026Q2: 15,254 shares 15,254 $753K 0.02% -134 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,840 shares; 2025Q4: 1,413 shares; 2026Q1: not reported; 2026Q2: 3,897 shares 3,897 $741K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,673 shares; 2024Q4: 12,735 shares; 2025Q1: 12,666 shares; 2025Q2: 11,583 shares; 2025Q3: 11,249 shares; 2025Q4: 11,394 shares; 2026Q1: 9,400 shares; 2026Q2: 9,586 shares 9,586 $739K 0.02% +186 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,910 shares; 2026Q2: 8,281 shares 8,281 $738K 0.02% +371 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,878 shares; 2024Q4: 31,494 shares; 2025Q1: 35,857 shares; 2025Q2: 27,553 shares; 2025Q3: 25,905 shares; 2025Q4: 21,546 shares; 2026Q1: 16,197 shares; 2026Q2: 15,952 shares 15,952 $735K 0.02% -245 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,263 shares; 2024Q4: 5,862 shares; 2025Q1: 5,963 shares; 2025Q2: 3,859 shares; 2025Q3: 4,227 shares; 2025Q4: 5,932 shares; 2026Q1: 5,394 shares; 2026Q2: 5,709 shares 5,709 $728K 0.02% +315 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,288 shares; 2024Q4: 14,548 shares; 2025Q1: 19,257 shares; 2025Q2: 19,920 shares; 2025Q3: 7,309 shares; 2025Q4: 3,565 shares; 2026Q1: not reported; 2026Q2: 4,735 shares 4,735 $727K 0.02% new Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,093 shares; 2025Q1: 36,977 shares; 2025Q2: 33,250 shares; 2025Q3: 28,185 shares; 2025Q4: 25,943 shares; 2026Q1: 26,485 shares; 2026Q2: 25,897 shares 25,897 $727K 0.02% -588 Timeline SFTY HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,599 shares 23,599 $726K 0.02% new Timeline GAEM SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,533 shares; 2026Q1: 14,318 shares; 2026Q2: 26,937 shares 26,937 $725K 0.02% +12,619 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,047 shares; 2024Q4: 3,086 shares; 2025Q1: 3,004 shares; 2025Q2: 3,015 shares; 2025Q3: 2,738 shares; 2025Q4: 2,791 shares; 2026Q1: 2,716 shares; 2026Q2: 2,288 shares 2,288 $716K 0.02% -428 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; 2024Q3: 1,238 shares; 2024Q4: 1,263 shares; 2025Q1: 1,574 shares; 2025Q2: 1,997 shares; 2025Q3: 2,305 shares; 2025Q4: 2,033 shares; 2026Q1: 2,261 shares; 2026Q2: 2,072 shares 2,072 $713K 0.02% -189 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,452 shares; 2025Q1: 4,956 shares; 2025Q2: 9,402 shares; 2025Q3: 9,596 shares; 2025Q4: 13,818 shares; 2026Q1: 12,385 shares; 2026Q2: 13,686 shares 13,686 $710K 0.02% +1,301 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,745 shares; 2026Q2: 17,358 shares 17,358 $706K 0.02% +1,613 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,724 shares; 2024Q4: 11,964 shares; 2025Q1: 5,646 shares; 2025Q2: 6,234 shares; 2025Q3: 5,912 shares; 2025Q4: 4,717 shares; 2026Q1: 3,025 shares; 2026Q2: 2,708 shares 2,708 $705K 0.02% -317 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,273 shares; 2024Q4: 20,960 shares; 2025Q1: 19,753 shares; 2025Q2: 15,789 shares; 2025Q3: 15,314 shares; 2025Q4: 22,169 shares; 2026Q1: 20,279 shares; 2026Q2: 15,430 shares 15,430 $702K 0.02% -4,849 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,291 shares; 2026Q2: 9,220 shares 9,220 $702K 0.02% +3,929 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,950 shares; 2024Q4: 10,875 shares; 2025Q1: 10,875 shares; 2025Q2: 10,875 shares; 2025Q3: 10,875 shares; 2025Q4: 10,875 shares; 2026Q1: 10,875 shares; 2026Q2: 10,875 shares 10,875 $696K 0.02% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,153 shares; 2026Q1: 15,317 shares; 2026Q2: 15,978 shares 15,978 $695K 0.02% +661 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 4,264 shares; 2025Q1: 2,647 shares; 2025Q2: 2,683 shares; 2025Q3: 3,166 shares; 2025Q4: 3,258 shares; 2026Q1: 3,042 shares; 2026Q2: 2,779 shares 2,779 $690K 0.01% -263 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,617 shares; 2025Q3: 17,405 shares; 2025Q4: 16,960 shares; 2026Q1: 17,011 shares; 2026Q2: 16,785 shares 16,785 $689K 0.01% -226 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,522 shares; 2024Q4: 21,908 shares; 2025Q1: 25,129 shares; 2025Q2: 27,340 shares; 2025Q3: 24,095 shares; 2025Q4: 17,217 shares; 2026Q1: 31,447 shares; 2026Q2: 23,163 shares 23,163 $682K 0.01% -8,284 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,859 shares; 2025Q3: 23,586 shares; 2025Q4: 18,110 shares; 2026Q1: 34,284 shares; 2026Q2: 53,242 shares 53,242 $680K 0.01% +18,958 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,232 shares; 2024Q4: 5,521 shares; 2025Q1: 5,550 shares; 2025Q2: 7,350 shares; 2025Q3: 7,448 shares; 2025Q4: 5,600 shares; 2026Q1: 8,241 shares; 2026Q2: 5,983 shares 5,983 $676K 0.01% -2,258 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,266 shares; 2024Q4: 34,048 shares; 2025Q1: 35,374 shares; 2025Q2: 35,071 shares; 2025Q3: 10,302 shares; 2025Q4: 4,404 shares; 2026Q1: 4,400 shares; 2026Q2: 4,033 shares 4,033 $672K 0.01% -367 Timeline TPYP 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,770 shares; 2025Q3: 15,127 shares; 2025Q4: 15,646 shares; 2026Q1: 16,120 shares; 2026Q2: 15,969 shares 15,969 $670K 0.01% -151 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,705 shares; 2024Q4: 22,673 shares; 2025Q1: 21,856 shares; 2025Q2: 13,447 shares; 2025Q3: 10,593 shares; 2025Q4: 31,229 shares; 2026Q1: 31,046 shares; 2026Q2: 10,884 shares 10,884 $669K 0.01% -20,162 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,922 shares; 2026Q2: 25,727 shares 25,727 $669K 0.01% -195 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,523 shares; 2024Q4: 3,697 shares; 2025Q1: 3,908 shares; 2025Q2: 4,121 shares; 2025Q3: 4,211 shares; 2025Q4: 3,910 shares; 2026Q1: 2,530 shares; 2026Q2: 2,298 shares 2,298 $668K 0.01% -232 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,746 shares; 2026Q1: 28,521 shares; 2026Q2: 34,955 shares 34,955 $666K 0.01% +6,434 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,358 shares; 2026Q1: 14,721 shares; 2026Q2: 14,364 shares 14,364 $663K 0.01% -357 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,772 shares; 2024Q4: 1,793 shares; 2025Q1: 1,831 shares; 2025Q2: 1,861 shares; 2025Q3: 1,774 shares; 2025Q4: 1,835 shares; 2026Q1: 1,929 shares; 2026Q2: 1,788 shares 1,788 $663K 0.01% -141 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,887 shares; 2026Q2: 9,837 shares 9,837 $661K 0.01% -50 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56,847 shares; 2025Q1: 207,993 shares; 2025Q2: 214,029 shares; 2025Q3: 213,988 shares; 2025Q4: 5,964 shares; 2026Q1: 235,549 shares; 2026Q2: 13,805 shares 13,805 $660K 0.01% -221,744 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,579 shares; 2025Q1: 11,931 shares; 2025Q2: 15,060 shares; 2025Q3: 16,820 shares; 2025Q4: 16,761 shares; 2026Q1: 13,590 shares; 2026Q2: 11,279 shares 11,279 $659K 0.01% -2,311 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,027 shares; 2024Q4: 14,501 shares; 2025Q1: 21,368 shares; 2025Q2: 20,510 shares; 2025Q3: 19,549 shares; 2025Q4: 18,727 shares; 2026Q1: 18,360 shares; 2026Q2: 15,397 shares 15,397 $656K 0.01% -2,963 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; 2024Q3: 7,281 shares; 2024Q4: 21,512 shares; 2025Q1: 21,680 shares; 2025Q2: 20,557 shares; 2025Q3: 21,750 shares; 2025Q4: 20,806 shares; 2026Q1: 21,231 shares; 2026Q2: 21,053 shares 21,053 $655K 0.01% -178 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,034 shares; 2025Q2: 15,688 shares; 2025Q3: 16,398 shares; 2025Q4: 20,446 shares; 2026Q1: 14,539 shares; 2026Q2: 12,482 shares 12,482 $653K 0.01% -2,057 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,434 shares 3,434 $651K 0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,670 shares; 2024Q4: 22,557 shares; 2025Q1: 24,308 shares; 2025Q2: 24,888 shares; 2025Q3: 17,719 shares; 2025Q4: 17,381 shares; 2026Q1: 18,950 shares; 2026Q2: 9,509 shares 9,509 $651K 0.01% -9,441 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,740 shares; 2024Q4: 12,740 shares; 2025Q1: 14,090 shares; 2025Q2: 13,985 shares; 2025Q3: 13,585 shares; 2025Q4: 13,285 shares; 2026Q1: 13,475 shares; 2026Q2: 13,045 shares 13,045 $650K 0.01% -430 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,202 shares 71,202 $650K 0.01% new Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,314 shares; 2026Q1: 20,496 shares; 2026Q2: 25,105 shares 25,105 $648K 0.01% +4,609 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,772 shares; 2024Q4: 2,280 shares; 2025Q1: 2,477 shares; 2025Q2: 2,457 shares; 2025Q3: 2,545 shares; 2025Q4: 3,500 shares; 2026Q1: 3,462 shares; 2026Q2: 4,131 shares 4,131 $647K 0.01% +669 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,217 shares; 2024Q4: 11,102 shares; 2025Q1: 9,995 shares; 2025Q2: 9,652 shares; 2025Q3: 10,608 shares; 2025Q4: 9,756 shares; 2026Q1: 9,405 shares; 2026Q2: 9,562 shares 9,562 $647K 0.01% +157 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,415 shares; 2024Q4: 4,940 shares; 2025Q1: 7,046 shares; 2025Q2: 6,733 shares; 2025Q3: 5,512 shares; 2025Q4: 5,756 shares; 2026Q1: 6,881 shares; 2026Q2: 5,839 shares 5,839 $646K 0.01% -1,042 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,453 shares; 2024Q4: 7,453 shares; 2025Q1: 25,987 shares; 2025Q2: 33,642 shares; 2025Q3: 7,644 shares; 2025Q4: 7,644 shares; 2026Q1: 10,685 shares; 2026Q2: 14,463 shares 14,463 $642K 0.01% +3,778 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,959 shares; 2024Q4: 9,454 shares; 2025Q1: 10,663 shares; 2025Q2: 11,551 shares; 2025Q3: 10,021 shares; 2025Q4: 10,156 shares; 2026Q1: 9,843 shares; 2026Q2: 7,554 shares 7,554 $639K 0.01% -2,289 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,708 shares; 2024Q4: 3,169 shares; 2025Q1: 3,294 shares; 2025Q2: 3,496 shares; 2025Q3: 3,340 shares; 2025Q4: 3,234 shares; 2026Q1: 2,827 shares; 2026Q2: 2,594 shares 2,594 $639K 0.01% -233 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,427 shares; 2025Q1: 11,604 shares; 2025Q2: 12,585 shares; 2025Q3: 11,679 shares; 2025Q4: 8,914 shares; 2026Q1: 8,064 shares; 2026Q2: 2,652 shares 2,652 $634K 0.01% -5,412 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,711 shares; 2026Q1: 9,881 shares; 2026Q2: 14,220 shares 14,220 $633K 0.01% +4,339 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,827 shares; 2024Q4: 27,492 shares; 2025Q1: 32,476 shares; 2025Q2: 33,032 shares; 2025Q3: 33,109 shares; 2025Q4: 34,249 shares; 2026Q1: 32,842 shares; 2026Q2: 11,582 shares 11,582 $631K 0.01% -21,260 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,113 shares; 2026Q1: 2,526 shares; 2026Q2: 2,221 shares 2,221 $630K 0.01% -305 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,607 shares 32,607 $630K 0.01% new Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares; 2026Q2: 2,520 shares 2,520 $629K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,488 shares; 2025Q2: 59,192 shares; 2025Q3: 61,749 shares; 2025Q4: 52,320 shares; 2026Q1: 46,496 shares; 2026Q2: 12,886 shares 12,886 $626K 0.01% -33,610 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,749 shares; 2024Q4: 10,338 shares; 2025Q1: 12,764 shares; 2025Q2: 14,566 shares; 2025Q3: 29,496 shares; 2025Q4: 29,767 shares; 2026Q1: 16,943 shares; 2026Q2: 11,125 shares 11,125 $625K 0.01% -5,818 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,718 shares; 2024Q4: 26,550 shares; 2025Q1: 23,270 shares; 2025Q2: 22,453 shares; 2025Q3: 30,449 shares; 2025Q4: 29,104 shares; 2026Q1: 28,769 shares; 2026Q2: 23,385 shares 23,385 $623K 0.01% -5,384 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,715 shares; 2025Q1: not reported; 2025Q2: 2,693 shares; 2025Q3: 3,249 shares; 2025Q4: 3,156 shares; 2026Q1: 6,666 shares; 2026Q2: 6,890 shares 6,890 $623K 0.01% +224 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,432 shares; 2025Q1: 4,342 shares; 2025Q2: 4,163 shares; 2025Q3: 3,586 shares; 2025Q4: 3,737 shares; 2026Q1: 3,859 shares; 2026Q2: 4,262 shares 4,262 $623K 0.01% +403 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,088 shares; 2024Q4: 1,084 shares; 2025Q1: 1,161 shares; 2025Q2: 1,488 shares; 2025Q3: 1,056 shares; 2025Q4: 1,183 shares; 2026Q1: 1,228 shares; 2026Q2: 1,255 shares 1,255 $621K 0.01% +27 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,376 shares; 2026Q1: 2,376 shares; 2026Q2: 2,376 shares 2,376 $619K 0.01% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,310 shares; 2024Q4: 17,776 shares; 2025Q1: 17,810 shares; 2025Q2: 15,598 shares; 2025Q3: 15,278 shares; 2025Q4: 15,033 shares; 2026Q1: 14,094 shares; 2026Q2: 12,713 shares 12,713 $619K 0.01% -1,381 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,908 shares; 2025Q1: not reported; 2025Q2: 35,084 shares; 2025Q3: 27,716 shares; 2025Q4: 26,226 shares; 2026Q1: 11,299 shares; 2026Q2: 15,046 shares 15,046 $615K 0.01% +3,747 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,125 shares 5,125 $609K 0.01% new Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,387 shares; 2025Q1: 56,173 shares; 2025Q2: 47,329 shares; 2025Q3: 45,546 shares; 2025Q4: 45,076 shares; 2026Q1: 44,500 shares; 2026Q2: 38,700 shares 38,700 $608K 0.01% -5,800 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,593 shares; 2025Q1: 24,436 shares; 2025Q2: 27,747 shares; 2025Q3: 23,018 shares; 2025Q4: 22,181 shares; 2026Q1: 10,313 shares; 2026Q2: 13,734 shares 13,734 $608K 0.01% +3,421 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 136,837 shares; 2025Q1: 142,938 shares; 2025Q2: 127,595 shares; 2025Q3: 97,848 shares; 2025Q4: 58,427 shares; 2026Q1: 50,423 shares; 2026Q2: 47,647 shares 47,647 $603K 0.01% -2,776 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,621 shares; 2024Q4: 11,838 shares; 2025Q1: 10,964 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,321 shares; 2026Q1: 6,351 shares; 2026Q2: 6,245 shares 6,245 $600K 0.01% -106 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,317 shares; 2024Q4: 6,815 shares; 2025Q1: 8,578 shares; 2025Q2: 12,711 shares; 2025Q3: 11,436 shares; 2025Q4: 11,652 shares; 2026Q1: 15,771 shares; 2026Q2: 10,600 shares 10,600 $598K 0.01% -5,171 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,112 shares; 2025Q3: 69,080 shares; 2025Q4: 76,189 shares; 2026Q1: 76,814 shares; 2026Q2: 79,026 shares 79,026 $597K 0.01% +2,212 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,476 shares; 2025Q1: 1,771 shares; 2025Q2: 2,045 shares; 2025Q3: 1,814 shares; 2025Q4: 1,624 shares; 2026Q1: 1,370 shares; 2026Q2: 1,462 shares 1,462 $596K 0.01% +92 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,491 shares; 2024Q4: 17,037 shares; 2025Q1: 29,983 shares; 2025Q2: 98,603 shares; 2025Q3: 86,310 shares; 2025Q4: 103,636 shares; 2026Q1: 116,521 shares; 2026Q2: 123,352 shares 123,352 $595K 0.01% +6,831 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,932 shares; 2026Q2: 15,548 shares 15,548 $594K 0.01% +616 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,251 shares; 2024Q4: 13,574 shares; 2025Q1: 15,977 shares; 2025Q2: 14,327 shares; 2025Q3: 12,136 shares; 2025Q4: 13,192 shares; 2026Q1: 14,528 shares; 2026Q2: 16,740 shares 16,740 $593K 0.01% +2,212 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,144 shares; 2024Q4: 7,037 shares; 2025Q1: 9,740 shares; 2025Q2: 12,050 shares; 2025Q3: 12,031 shares; 2025Q4: 13,628 shares; 2026Q1: 12,410 shares; 2026Q2: 15,995 shares 15,995 $591K 0.01% +3,585 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,613 shares; 2024Q4: 51,170 shares; 2025Q1: 6,994 shares; 2025Q2: 7,547 shares; 2025Q3: 7,505 shares; 2025Q4: 7,699 shares; 2026Q1: 7,255 shares; 2026Q2: 6,894 shares 6,894 $584K 0.01% -361 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,595 shares 10,595 $583K 0.01% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,799 shares; 2024Q4: 153,482 shares; 2025Q1: 152,526 shares; 2025Q2: 44,816 shares; 2025Q3: 55,973 shares; 2025Q4: 55,319 shares; 2026Q1: 11,189 shares; 2026Q2: 9,765 shares 9,765 $581K 0.01% -1,424 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,964 shares; 2026Q1: 30,030 shares; 2026Q2: 30,030 shares 30,030 $580K 0.01% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,275 shares; 2026Q1: 12,243 shares; 2026Q2: 11,547 shares 11,547 $578K 0.01% -696 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; 2024Q3: not reported; 2024Q4: 7,859 shares; 2025Q1: 7,497 shares; 2025Q2: 7,459 shares; 2025Q3: 11,909 shares; 2025Q4: 11,860 shares; 2026Q1: 11,084 shares; 2026Q2: 10,603 shares 10,603 $576K 0.01% -481 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,120 shares 27,120 $573K 0.01% new Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,867 shares; 2025Q1: 8,502 shares; 2025Q2: 8,456 shares; 2025Q3: 8,082 shares; 2025Q4: 8,091 shares; 2026Q1: 10,678 shares; 2026Q2: 10,883 shares 10,883 $573K 0.01% +205 Timeline ZHDG TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,327 shares; 2026Q2: 24,168 shares 24,168 $569K 0.01% -1,159 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,161 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,375 shares 14,375 $568K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,780 shares; 2024Q4: 9,101 shares; 2025Q1: 9,177 shares; 2025Q2: 9,339 shares; 2025Q3: 9,397 shares; 2025Q4: 9,618 shares; 2026Q1: 7,493 shares; 2026Q2: 3,548 shares 3,548 $567K 0.01% -3,945 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,282 shares; 2026Q2: 21,419 shares 21,419 $561K 0.01% +137 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,216 shares; 2025Q1: 12,251 shares; 2025Q2: 16,337 shares; 2025Q3: 16,486 shares; 2025Q4: 16,679 shares; 2026Q1: 18,718 shares; 2026Q2: 21,716 shares 21,716 $561K 0.01% +2,998 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,895 shares; 2024Q4: 30,813 shares; 2025Q1: 27,108 shares; 2025Q2: 27,853 shares; 2025Q3: 5,434 shares; 2025Q4: 6,605 shares; 2026Q1: 6,747 shares; 2026Q2: 6,801 shares 6,801 $557K 0.01% +54 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,899 shares; 2026Q1: 36,316 shares; 2026Q2: 40,081 shares 40,081 $554K 0.01% +3,765 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,460 shares; 2024Q4: not reported; 2025Q1: 2,721 shares; 2025Q2: not reported; 2025Q3: 2,836 shares; 2025Q4: 6,794 shares; 2026Q1: 5,869 shares; 2026Q2: 5,887 shares 5,887 $553K 0.01% +18 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,996 shares; 2024Q4: 8,049 shares; 2025Q1: 7,779 shares; 2025Q2: 8,528 shares; 2025Q3: 9,338 shares; 2025Q4: 9,522 shares; 2026Q1: 11,798 shares; 2026Q2: 10,196 shares 10,196 $553K 0.01% -1,602 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,382 shares 10,382 $552K 0.01% new Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,944 shares; 2024Q4: 10,268 shares; 2025Q1: 8,584 shares; 2025Q2: 8,177 shares; 2025Q3: 7,781 shares; 2025Q4: 7,565 shares; 2026Q1: 7,358 shares; 2026Q2: 7,293 shares 7,293 $552K 0.01% -65 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,387 shares; 2024Q4: 4,956 shares; 2025Q1: 8,073 shares; 2025Q2: 8,182 shares; 2025Q3: 10,729 shares; 2025Q4: 12,295 shares; 2026Q1: 11,652 shares; 2026Q2: 10,881 shares 10,881 $550K 0.01% -771 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,126 shares; 2025Q1: 7,925 shares; 2025Q2: 8,318 shares; 2025Q3: 7,935 shares; 2025Q4: 7,602 shares; 2026Q1: 7,214 shares; 2026Q2: 11,279 shares 11,279 $549K 0.01% +4,065 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,792 shares 13,792 $547K 0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,721 shares; 2024Q4: 39,733 shares; 2025Q1: 35,847 shares; 2025Q2: 44,257 shares; 2025Q3: 37,852 shares; 2025Q4: 30,875 shares; 2026Q1: 28,948 shares; 2026Q2: 16,290 shares 16,290 $545K 0.01% -12,658 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,253 shares; 2024Q4: 7,070 shares; 2025Q1: 7,066 shares; 2025Q2: 6,447 shares; 2025Q3: 6,215 shares; 2025Q4: 7,816 shares; 2026Q1: 7,518 shares; 2026Q2: 4,428 shares 4,428 $542K 0.01% -3,090 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,535 shares; 2026Q2: 7,099 shares 7,099 $541K 0.01% +1,564 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,923 shares; 2024Q4: 14,350 shares; 2025Q1: 14,895 shares; 2025Q2: 14,818 shares; 2025Q3: 15,490 shares; 2025Q4: 15,047 shares; 2026Q1: 15,289 shares; 2026Q2: 14,931 shares 14,931 $539K 0.01% -358 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,907 shares; 2025Q3: 48,726 shares; 2025Q4: 48,158 shares; 2026Q1: 12,074 shares; 2026Q2: 19,609 shares 19,609 $537K 0.01% +7,535 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,328 shares; 2024Q4: 11,267 shares; 2025Q1: 8,328 shares; 2025Q2: 10,143 shares; 2025Q3: 9,685 shares; 2025Q4: 9,726 shares; 2026Q1: 10,993 shares; 2026Q2: 9,614 shares 9,614 $534K 0.01% -1,379 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 121,951 shares; 2025Q1: 9,367 shares; 2025Q2: 116,002 shares; 2025Q3: 6,676 shares; 2025Q4: 62,634 shares; 2026Q1: 61,563 shares; 2026Q2: 9,090 shares 9,090 $532K 0.01% -52,473 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,562 shares; 2024Q4: not reported; 2025Q1: 21,515 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,334 shares; 2026Q1: not reported; 2026Q2: 11,866 shares 11,866 $531K 0.01% new Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,774 shares; 2025Q3: 7,393 shares; 2025Q4: 7,905 shares; 2026Q1: 8,509 shares; 2026Q2: 9,318 shares 9,318 $526K 0.01% +809 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,352 shares; 2025Q1: 4,091 shares; 2025Q2: 5,410 shares; 2025Q3: 5,445 shares; 2025Q4: 4,689 shares; 2026Q1: 4,856 shares; 2026Q2: 4,475 shares 4,475 $522K 0.01% -381 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,994 shares; 2024Q4: 20,204 shares; 2025Q1: 27,912 shares; 2025Q2: 28,203 shares; 2025Q3: 28,546 shares; 2025Q4: 47,841 shares; 2026Q1: 48,059 shares; 2026Q2: 48,356 shares 48,356 $522K 0.01% +297 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,350 shares 24,350 $521K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,020 shares; 2024Q4: 5,082 shares; 2025Q1: 3,846 shares; 2025Q2: 5,671 shares; 2025Q3: 4,360 shares; 2025Q4: 4,310 shares; 2026Q1: 6,825 shares; 2026Q2: 5,990 shares 5,990 $521K 0.01% -835 Timeline XXV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,955 shares 21,955 $519K 0.01% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,450 shares; 2026Q2: 10,429 shares 10,429 $519K 0.01% +4,979 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,560 shares; 2026Q1: 7,156 shares; 2026Q2: 6,788 shares 6,788 $519K 0.01% -368 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,213 shares; 2024Q4: 11,953 shares; 2025Q1: 12,480 shares; 2025Q2: 12,910 shares; 2025Q3: 15,255 shares; 2025Q4: 16,042 shares; 2026Q1: 16,441 shares; 2026Q2: 17,623 shares 17,623 $517K 0.01% +1,182 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,086 shares; 2025Q1: 8,631 shares; 2025Q2: 8,584 shares; 2025Q3: 8,247 shares; 2025Q4: 8,256 shares; 2026Q1: 8,497 shares; 2026Q2: 8,719 shares 8,719 $513K 0.01% +222 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 3,368 shares; 2025Q1: 3,443 shares; 2025Q2: 1,561 shares; 2025Q3: 1,641 shares; 2025Q4: 2,465 shares; 2026Q1: 3,857 shares; 2026Q2: 3,076 shares 3,076 $513K 0.01% -781 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,474 shares; 2024Q4: 17,134 shares; 2025Q1: 34,848 shares; 2025Q2: 36,962 shares; 2025Q3: 38,730 shares; 2025Q4: 16,986 shares; 2026Q1: 42,331 shares; 2026Q2: 16,069 shares 16,069 $512K 0.01% -26,262 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,572 shares; 2025Q3: 31,418 shares; 2025Q4: 29,926 shares; 2026Q1: 31,755 shares; 2026Q2: 19,205 shares 19,205 $512K 0.01% -12,550 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,293 shares; 2025Q3: 4,345 shares; 2025Q4: 2,263 shares; 2026Q1: 2,401 shares; 2026Q2: 2,155 shares 2,155 $511K 0.01% -246 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,559 shares; 2024Q4: 28,842 shares; 2025Q1: 45,572 shares; 2025Q2: 4,878 shares; 2025Q3: 5,515 shares; 2025Q4: 5,045 shares; 2026Q1: 5,033 shares; 2026Q2: 5,591 shares 5,591 $510K 0.01% +558 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,225 shares; 2024Q4: 4,973 shares; 2025Q1: 4,923 shares; 2025Q2: 5,034 shares; 2025Q3: 5,437 shares; 2025Q4: 5,677 shares; 2026Q1: 2,597 shares; 2026Q2: 2,261 shares 2,261 $510K 0.01% -336 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,522 shares 1,522 $507K 0.01% new Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,235 shares; 2024Q4: 12,281 shares; 2025Q1: 20,597 shares; 2025Q2: 23,334 shares; 2025Q3: 24,449 shares; 2025Q4: 25,423 shares; 2026Q1: 29,173 shares; 2026Q2: 19,933 shares 19,933 $507K 0.01% -9,240 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,926 shares; 2025Q3: 14,926 shares; 2025Q4: 16,926 shares; 2026Q1: 16,926 shares; 2026Q2: 17,652 shares 17,652 $507K 0.01% +726 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,377 shares; 2026Q1: 9,415 shares; 2026Q2: 9,415 shares 9,415 $506K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,214 shares; 2025Q1: 5,111 shares; 2025Q2: 4,846 shares; 2025Q3: 6,690 shares; 2025Q4: 5,357 shares; 2026Q1: 6,118 shares; 2026Q2: 5,406 shares 5,406 $505K 0.01% -712 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,497 shares; 2024Q4: 25,327 shares; 2025Q1: 40,133 shares; 2025Q2: 12,466 shares; 2025Q3: 19,984 shares; 2025Q4: 20,893 shares; 2026Q1: 13,130 shares; 2026Q2: 12,175 shares 12,175 $504K 0.01% -955 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,695 shares; 2024Q4: 156,572 shares; 2025Q1: 160,424 shares; 2025Q2: 48,986 shares; 2025Q3: 59,091 shares; 2025Q4: 59,176 shares; 2026Q1: 10,438 shares; 2026Q2: 8,907 shares 8,907 $503K 0.01% -1,531 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,740 shares; 2024Q4: 62,090 shares; 2025Q1: 19,340 shares; 2025Q2: 17,840 shares; 2025Q3: 56,140 shares; 2025Q4: 49,540 shares; 2026Q1: 42,665 shares; 2026Q2: 42,665 shares 42,665 $500K 0.01% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,517 shares; 2025Q2: 55,498 shares; 2025Q3: not reported; 2025Q4: 11,386 shares; 2026Q1: 39,952 shares; 2026Q2: 22,307 shares 22,307 $500K 0.01% -17,645 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 1,888 shares; 2025Q1: 1,839 shares; 2025Q2: 1,976 shares; 2025Q3: 2,327 shares; 2025Q4: 3,250 shares; 2026Q1: 3,449 shares; 2026Q2: 3,217 shares 3,217 $496K 0.01% -232 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,812 shares; 2025Q3: 28,293 shares; 2025Q4: 20,503 shares; 2026Q1: 21,633 shares; 2026Q2: 22,120 shares 22,120 $495K 0.01% +487 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,588 shares; 2025Q1: 40,838 shares; 2025Q2: 37,338 shares; 2025Q3: 39,338 shares; 2025Q4: 37,838 shares; 2026Q1: 34,288 shares; 2026Q2: 36,688 shares 36,688 $493K 0.01% +2,400 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,962 shares; 2024Q4: 4,509 shares; 2025Q1: 4,691 shares; 2025Q2: 4,682 shares; 2025Q3: 4,689 shares; 2025Q4: 5,133 shares; 2026Q1: 5,025 shares; 2026Q2: 4,291 shares 4,291 $493K 0.01% -734 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,784 shares; 2024Q4: 4,235 shares; 2025Q1: 4,529 shares; 2025Q2: 19,534 shares; 2025Q3: 12,447 shares; 2025Q4: 14,761 shares; 2026Q1: 13,755 shares; 2026Q2: 3,578 shares 3,578 $491K 0.01% -10,177 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,991 shares; 2025Q1: 2,430 shares; 2025Q2: 2,503 shares; 2025Q3: 2,532 shares; 2025Q4: 2,586 shares; 2026Q1: 2,283 shares; 2026Q2: 2,423 shares 2,423 $488K 0.01% +140 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,675 shares; 2025Q4: 4,129 shares; 2026Q1: 6,610 shares; 2026Q2: 5,201 shares 5,201 $487K 0.01% -1,409 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,881 shares; 2025Q1: 17,507 shares; 2025Q2: 16,938 shares; 2025Q3: 17,416 shares; 2025Q4: 13,624 shares; 2026Q1: 8,955 shares; 2026Q2: 9,137 shares 9,137 $486K 0.01% +182 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,525 shares; 2025Q4: 13,211 shares; 2026Q1: 12,317 shares; 2026Q2: 11,843 shares 11,843 $486K 0.01% -474 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,999 shares; 2024Q4: 11,546 shares; 2025Q1: 11,412 shares; 2025Q2: 10,951 shares; 2025Q3: 7,688 shares; 2025Q4: 7,370 shares; 2026Q1: 6,997 shares; 2026Q2: 1,408 shares 1,408 $485K 0.01% -5,589 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,868 shares; 2025Q4: 49,775 shares; 2026Q1: 47,956 shares; 2026Q2: 21,535 shares 21,535 $485K 0.01% -26,421 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,005 shares; 2026Q2: 4,784 shares 4,784 $485K 0.01% +779 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,010 shares; 2025Q4: 50,874 shares; 2026Q1: 49,001 shares; 2026Q2: 22,004 shares 22,004 $484K 0.01% -26,997 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,193 shares; 2024Q4: 4,771 shares; 2025Q1: 4,371 shares; 2025Q2: 5,366 shares; 2025Q3: 3,871 shares; 2025Q4: 3,654 shares; 2026Q1: 3,929 shares; 2026Q2: 3,406 shares 3,406 $483K 0.01% -523 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,455 shares; 2026Q1: 5,398 shares; 2026Q2: 8,773 shares 8,773 $483K 0.01% +3,375 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,344 shares; 2024Q4: 13,067 shares; 2025Q1: 12,211 shares; 2025Q2: 3,075 shares; 2025Q3: 2,459 shares; 2025Q4: 2,612 shares; 2026Q1: 2,824 shares; 2026Q2: 2,184 shares 2,184 $481K 0.01% -640 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,982 shares; 2024Q4: 180,388 shares; 2025Q1: 53,362 shares; 2025Q2: 174,929 shares; 2025Q3: 9,557 shares; 2025Q4: 68,663 shares; 2026Q1: 67,492 shares; 2026Q2: 9,176 shares 9,176 $480K 0.01% -58,316 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: 1,709 shares; 2025Q1: 1,651 shares; 2025Q2: 1,756 shares; 2025Q3: 1,636 shares; 2025Q4: 1,692 shares; 2026Q1: 1,683 shares; 2026Q2: 1,633 shares 1,633 $479K 0.01% -50 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,535 shares; 2026Q2: 9,247 shares 9,247 $475K 0.01% +712 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,065 shares; 2024Q4: 3,273 shares; 2025Q1: 3,490 shares; 2025Q2: 4,771 shares; 2025Q3: 3,256 shares; 2025Q4: 3,183 shares; 2026Q1: 3,290 shares; 2026Q2: 3,311 shares 3,311 $474K 0.01% +21 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,342 shares; 2024Q4: 1,433 shares; 2025Q1: 1,369 shares; 2025Q2: 1,462 shares; 2025Q3: 1,793 shares; 2025Q4: 5,224 shares; 2026Q1: 4,197 shares; 2026Q2: 2,414 shares 2,414 $472K 0.01% -1,783 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,062 shares 1,062 $472K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,986 shares; 2025Q4: 7,223 shares; 2026Q1: 7,418 shares; 2026Q2: 8,823 shares 8,823 $470K 0.01% +1,405 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,500 shares; 2025Q1: 49,750 shares; 2025Q2: 49,750 shares; 2025Q3: 43,750 shares; 2025Q4: 35,500 shares; 2026Q1: 35,631 shares; 2026Q2: 35,501 shares 35,501 $469K 0.01% -130 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; 2024Q3: not reported; 2024Q4: 8,461 shares; 2025Q1: 8,127 shares; 2025Q2: 8,072 shares; 2025Q3: 9,433 shares; 2025Q4: 9,130 shares; 2026Q1: 8,672 shares; 2026Q2: 8,865 shares 8,865 $467K 0.01% +193 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,546 shares; 2025Q4: 3,151 shares; 2026Q1: 3,489 shares; 2026Q2: 2,839 shares 2,839 $467K 0.01% -650 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219 shares; 2024Q4: 1,171 shares; 2025Q1: 1,169 shares; 2025Q2: 1,745 shares; 2025Q3: 1,548 shares; 2025Q4: 1,648 shares; 2026Q1: 1,690 shares; 2026Q2: 1,692 shares 1,692 $466K 0.01% +2 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,195 shares; 2024Q4: 291,549 shares; 2025Q1: 301,567 shares; 2025Q2: 298,885 shares; 2025Q3: 294,461 shares; 2025Q4: 14,031 shares; 2026Q1: 294,424 shares; 2026Q2: 22,507 shares 22,507 $464K 0.01% -271,917 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,986 shares 18,986 $463K 0.01% new Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares; 2025Q3: 4,444 shares; 2025Q4: 4,104 shares; 2026Q1: 3,569 shares; 2026Q2: 3,474 shares 3,474 $463K 0.01% -95 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,187 shares; 2024Q4: 3,389 shares; 2025Q1: 3,395 shares; 2025Q2: 3,399 shares; 2025Q3: 3,307 shares; 2025Q4: 3,003 shares; 2026Q1: 2,800 shares; 2026Q2: 3,036 shares 3,036 $456K 0.01% +236 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,174 shares; 2024Q4: 16,623 shares; 2025Q1: 16,509 shares; 2025Q2: 16,488 shares; 2025Q3: 17,455 shares; 2025Q4: 18,207 shares; 2026Q1: 18,487 shares; 2026Q2: 6,854 shares 6,854 $455K 0.01% -11,633 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,892 shares; 2025Q3: 15,892 shares; 2025Q4: 15,892 shares; 2026Q1: 15,892 shares; 2026Q2: 15,282 shares 15,282 $454K 0.01% -610 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,166 shares; 2026Q2: 12,911 shares 12,911 $453K 0.01% +4,745 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,150 shares; 2024Q4: 14,490 shares; 2025Q1: 16,130 shares; 2025Q2: 18,098 shares; 2025Q3: 19,361 shares; 2025Q4: 19,342 shares; 2026Q1: 20,250 shares; 2026Q2: 20,508 shares 20,508 $452K 0.01% +258 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,572 shares; 2024Q4: 6,116 shares; 2025Q1: 5,493 shares; 2025Q2: 4,524 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,913 shares; 2026Q2: 3,078 shares 3,078 $450K 0.01% +165 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,463 shares; 2025Q1: 12,384 shares; 2025Q2: 11,976 shares; 2025Q3: 9,834 shares; 2025Q4: 11,584 shares; 2026Q1: 11,928 shares; 2026Q2: 9,262 shares 9,262 $449K 0.01% -2,666 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,102 shares; 2025Q3: 6,763 shares; 2025Q4: 6,562 shares; 2026Q1: 7,986 shares; 2026Q2: 6,692 shares 6,692 $446K 0.01% -1,294 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,118 shares 61,118 $444K 0.01% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,354 shares; 2024Q4: 13,356 shares; 2025Q1: 11,445 shares; 2025Q2: 11,734 shares; 2025Q3: 10,795 shares; 2025Q4: 11,446 shares; 2026Q1: 11,420 shares; 2026Q2: 10,913 shares 10,913 $443K 0.01% -507 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,700 shares; 2024Q4: 26,520 shares; 2025Q1: 29,009 shares; 2025Q2: 14,330 shares; 2025Q3: 25,975 shares; 2025Q4: 32,047 shares; 2026Q1: 30,691 shares; 2026Q2: 35,642 shares 35,642 $443K 0.01% +4,951 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,597 shares; 2025Q1: 7,412 shares; 2025Q2: 7,387 shares; 2025Q3: 7,043 shares; 2025Q4: 7,092 shares; 2026Q1: 7,116 shares; 2026Q2: 8,304 shares 8,304 $442K 0.01% +1,188 Timeline FTDS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,778 shares; 2025Q4: 8,860 shares; 2026Q1: 8,550 shares; 2026Q2: 7,185 shares 7,185 $441K 0.01% -1,365 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,649 shares; 2026Q1: 3,791 shares; 2026Q2: 4,344 shares 4,344 $439K 0.01% +553 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,704 shares; 2025Q4: 3,829 shares; 2026Q1: 3,936 shares; 2026Q2: 3,891 shares 3,891 $436K 0.01% -45 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,911 shares; 2025Q1: 1,895 shares; 2025Q2: 1,673 shares; 2025Q3: 1,693 shares; 2025Q4: 1,831 shares; 2026Q1: 1,633 shares; 2026Q2: 1,303 shares 1,303 $431K 0.01% -330 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,417 shares; 2026Q1: 4,186 shares; 2026Q2: 2,367 shares 2,367 $429K 0.01% -1,819 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,401 shares; 2025Q1: 9,021 shares; 2025Q2: 6,522 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,072 shares 20,072 $425K 0.01% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,395 shares 11,395 $425K 0.01% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,659 shares; 2025Q1: 49,616 shares; 2025Q2: 49,536 shares; 2025Q3: 48,678 shares; 2025Q4: not reported; 2026Q1: 57,313 shares; 2026Q2: 10,950 shares 10,950 $423K 0.01% -46,363 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,209 shares; 2024Q4: not reported; 2025Q1: 5,299 shares; 2025Q2: 5,232 shares; 2025Q3: 6,687 shares; 2025Q4: 7,220 shares; 2026Q1: 6,838 shares; 2026Q2: 8,057 shares 8,057 $422K 0.01% +1,219 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,616 shares; 2025Q3: 7,008 shares; 2025Q4: 7,031 shares; 2026Q1: 7,399 shares; 2026Q2: 7,558 shares 7,558 $421K 0.01% +159 Timeline VCX FUNDRISE INNOVATION FD LLC More: the full row for FUNDRISE INNOVATION FD LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,867 shares 4,867 $421K 0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 112,422 shares; 2025Q1: 102,679 shares; 2025Q2: 85,859 shares; 2025Q3: 41,934 shares; 2025Q4: 30,065 shares; 2026Q1: 27,649 shares; 2026Q2: 25,657 shares 25,657 $420K 0.01% -1,992 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,599 shares; 2024Q4: 30,041 shares; 2025Q1: 24,892 shares; 2025Q2: 25,890 shares; 2025Q3: 20,818 shares; 2025Q4: 21,265 shares; 2026Q1: 23,512 shares; 2026Q2: 20,568 shares 20,568 $420K 0.01% -2,944 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: not reported; 2026Q1: 1,818 shares; 2026Q2: 1,003 shares 1,003 $417K 0.01% -815 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,624 shares; 2025Q1: 7,396 shares; 2025Q2: 7,339 shares; 2025Q3: 6,713 shares; 2025Q4: 6,706 shares; 2026Q1: 7,037 shares; 2026Q2: 7,229 shares 7,229 $417K 0.01% +192 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,316 shares; 2024Q4: 9,198 shares; 2025Q1: 9,336 shares; 2025Q2: 13,713 shares; 2025Q3: 21,248 shares; 2025Q4: 14,620 shares; 2026Q1: 14,330 shares; 2026Q2: 14,365 shares 14,365 $416K 0.01% +35 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,955 shares; 2025Q1: 5,192 shares; 2025Q2: 3,008 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,959 shares 4,959 $415K 0.01% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969 shares; 2024Q4: 998 shares; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 693 shares; 2025Q4: 702 shares; 2026Q1: 703 shares; 2026Q2: 717 shares 717 $414K 0.01% +14 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 1,790 shares; 2025Q1: 1,755 shares; 2025Q2: 2,432 shares; 2025Q3: 2,022 shares; 2025Q4: 2,017 shares; 2026Q1: 2,274 shares; 2026Q2: 2,172 shares 2,172 $414K 0.01% -102 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,000 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 17,700 shares; 2025Q3: 23,571 shares; 2025Q4: 23,087 shares; 2026Q1: 26,559 shares; 2026Q2: 25,957 shares 25,957 $413K 0.01% -602 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,001 shares; 2025Q3: 19,090 shares; 2025Q4: 18,300 shares; 2026Q1: 18,160 shares; 2026Q2: 19,737 shares 19,737 $410K 0.01% +1,577 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,760 shares; 2024Q4: 31,138 shares; 2025Q1: 36,802 shares; 2025Q2: 27,904 shares; 2025Q3: 27,194 shares; 2025Q4: 28,387 shares; 2026Q1: 14,370 shares; 2026Q2: 3,202 shares 3,202 $410K 0.01% -11,168 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,791 shares; 2025Q4: 1,955 shares; 2026Q1: 2,060 shares; 2026Q2: 2,690 shares 2,690 $410K 0.01% +630 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,795 shares; 2026Q1: 9,795 shares; 2026Q2: 9,795 shares 9,795 $409K 0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,918 shares 1,918 $409K 0.01% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,365 shares 5,365 $409K 0.01% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,593 shares; 2025Q4: 2,053 shares; 2026Q1: 2,291 shares; 2026Q2: 2,265 shares 2,265 $407K 0.01% -26 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,832 shares; 2024Q4: 7,428 shares; 2025Q1: 10,564 shares; 2025Q2: 11,486 shares; 2025Q3: 13,658 shares; 2025Q4: 13,902 shares; 2026Q1: 11,046 shares; 2026Q2: 8,133 shares 8,133 $405K 0.01% -2,913 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,645 shares; 2025Q1: 7,474 shares; 2025Q2: 7,849 shares; 2025Q3: 7,805 shares; 2025Q4: 8,324 shares; 2026Q1: 8,421 shares; 2026Q2: 5,045 shares 5,045 $405K 0.01% -3,376 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,408 shares; 2026Q1: 2,739 shares; 2026Q2: 2,080 shares 2,080 $405K 0.01% -659 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,992 shares; 2025Q1: 17,887 shares; 2025Q2: 17,504 shares; 2025Q3: 9,227 shares; 2025Q4: 10,731 shares; 2026Q1: 14,465 shares; 2026Q2: 13,797 shares 13,797 $405K 0.01% -668 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,360 shares; 2026Q1: 3,360 shares; 2026Q2: 4,660 shares 4,660 $404K 0.01% +1,300 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,107 shares; 2024Q4: 508 shares; 2025Q1: 550 shares; 2025Q2: 619 shares; 2025Q3: 639 shares; 2025Q4: 524 shares; 2026Q1: 859 shares; 2026Q2: 778 shares 778 $404K 0.01% -81 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,710 shares; 2024Q4: 27,422 shares; 2025Q1: 25,807 shares; 2025Q2: 25,750 shares; 2025Q3: 33,263 shares; 2025Q4: 33,214 shares; 2026Q1: 30,214 shares; 2026Q2: 8,804 shares 8,804 $402K 0.01% -21,410 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,369 shares; 2024Q4: 43,365 shares; 2025Q1: 36,426 shares; 2025Q2: 34,762 shares; 2025Q3: 22,402 shares; 2025Q4: 27,404 shares; 2026Q1: 6,786 shares; 2026Q2: 5,455 shares 5,455 $400K 0.01% -1,331 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,251 shares; 2025Q3: 2,130 shares; 2025Q4: 2,313 shares; 2026Q1: 2,965 shares; 2026Q2: 3,630 shares 3,630 $400K 0.01% +665 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,598 shares; 2024Q4: 6,392 shares; 2025Q1: 6,206 shares; 2025Q2: 7,335 shares; 2025Q3: 7,820 shares; 2025Q4: 7,679 shares; 2026Q1: 7,664 shares; 2026Q2: 8,554 shares 8,554 $399K 0.01% +890 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; 2024Q3: not reported; 2024Q4: 1,523 shares; 2025Q1: 1,732 shares; 2025Q2: 1,788 shares; 2025Q3: 1,846 shares; 2025Q4: 1,875 shares; 2026Q1: 1,252 shares; 2026Q2: 1,266 shares 1,266 $398K 0.01% +14 Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,012 shares 3,012 $398K 0.01% new 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; 2024Q3: not reported; 2024Q4: 7,686 shares; 2025Q1: 7,637 shares; 2025Q2: 7,596 shares; 2025Q3: 7,224 shares; 2025Q4: 7,672 shares; 2026Q1: 7,622 shares; 2026Q2: 7,442 shares 7,442 $395K 0.01% -180 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,107 shares; 2025Q2: 5,562 shares; 2025Q3: 4,757 shares; 2025Q4: 5,147 shares; 2026Q1: 4,774 shares; 2026Q2: 5,253 shares 5,253 $393K 0.01% +479 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,488 shares; 2024Q4: 1,526 shares; 2025Q1: 1,561 shares; 2025Q2: 1,389 shares; 2025Q3: 1,384 shares; 2025Q4: 1,409 shares; 2026Q1: 1,335 shares; 2026Q2: 1,402 shares 1,402 $393K 0.01% +67 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,573 shares; 2024Q4: 2,308 shares; 2025Q1: 2,278 shares; 2025Q2: 2,598 shares; 2025Q3: 2,476 shares; 2025Q4: 2,343 shares; 2026Q1: 2,492 shares; 2026Q2: 2,738 shares 2,738 $392K 0.01% +246 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,045 shares 10,045 $392K 0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 3,583 shares; 2025Q1: 3,776 shares; 2025Q2: 4,586 shares; 2025Q3: 4,372 shares; 2025Q4: 4,672 shares; 2026Q1: 4,403 shares; 2026Q2: 4,333 shares 4,333 $388K 0.01% -70 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,463 shares; 2024Q4: 20,044 shares; 2025Q1: 6,359 shares; 2025Q2: not reported; 2025Q3: 6,313 shares; 2025Q4: 5,358 shares; 2026Q1: 10,704 shares; 2026Q2: 8,049 shares 8,049 $386K 0.01% -2,655 Timeline BBCB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,546 shares; 2024Q4: 9,681 shares; 2025Q1: 9,832 shares; 2025Q2: 10,072 shares; 2025Q3: 11,124 shares; 2025Q4: 12,709 shares; 2026Q1: 12,171 shares; 2026Q2: 8,509 shares 8,509 $386K 0.01% -3,662 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,712 shares; 2026Q1: 71,988 shares; 2026Q2: 17,409 shares 17,409 $385K 0.01% -54,579 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,352 shares; 2024Q4: 15,768 shares; 2025Q1: 4,407 shares; 2025Q2: 44,894 shares; 2025Q3: 13,363 shares; 2025Q4: 17,425 shares; 2026Q1: 6,567 shares; 2026Q2: 6,294 shares 6,294 $385K 0.01% -273 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,505 shares 13,505 $383K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,396 shares; 2026Q2: 9,121 shares 9,121 $381K 0.01% +725 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,905 shares; 2025Q2: 4,293 shares; 2025Q3: 5,328 shares; 2025Q4: 6,791 shares; 2026Q1: 6,554 shares; 2026Q2: 5,572 shares 5,572 $381K 0.01% -982 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 1,596 shares; 2025Q1: 1,513 shares; 2025Q2: 1,911 shares; 2025Q3: 885 shares; 2025Q4: 899 shares; 2026Q1: 1,491 shares; 2026Q2: 828 shares 828 $380K 0.01% -663 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,573 shares; 2024Q4: 3,442 shares; 2025Q1: 3,634 shares; 2025Q2: 3,209 shares; 2025Q3: 2,945 shares; 2025Q4: 2,896 shares; 2026Q1: 2,896 shares; 2026Q2: 2,696 shares 2,696 $378K 0.01% -200 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,277 shares; 2026Q1: 34,261 shares; 2026Q2: 14,340 shares 14,340 $377K 0.01% -19,921 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,527 shares; 2025Q3: 8,501 shares; 2025Q4: 8,480 shares; 2026Q1: 13,456 shares; 2026Q2: 13,349 shares 13,349 $377K 0.01% -107 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,292 shares; 2024Q4: 15,125 shares; 2025Q1: 10,159 shares; 2025Q2: 9,142 shares; 2025Q3: 6,867 shares; 2025Q4: 6,938 shares; 2026Q1: not reported; 2026Q2: 7,474 shares 7,474 $377K 0.01% new Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,457 shares; 2025Q3: 12,642 shares; 2025Q4: 11,630 shares; 2026Q1: 10,405 shares; 2026Q2: 9,216 shares 9,216 $376K 0.01% -1,189 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,978 shares; 2024Q4: 24,533 shares; 2025Q1: 29,247 shares; 2025Q2: 30,659 shares; 2025Q3: 33,122 shares; 2025Q4: 16,131 shares; 2026Q1: 9,369 shares; 2026Q2: 9,134 shares 9,134 $375K 0.01% -235 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 671 shares; 2026Q2: 763 shares 763 $374K 0.01% +92 Timeline BDCZ UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,300 shares; 2024Q4: 26,347 shares; 2025Q1: 29,286 shares; 2025Q2: 21,971 shares; 2025Q3: 23,529 shares; 2025Q4: 23,552 shares; 2026Q1: 25,070 shares; 2026Q2: 25,933 shares 25,933 $372K 0.01% +863 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,971 shares 4,971 $372K 0.01% new Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,522 shares; 2025Q1: 8,400 shares; 2025Q2: 8,352 shares; 2025Q3: 7,943 shares; 2025Q4: 7,980 shares; 2026Q1: 7,547 shares; 2026Q2: 7,759 shares 7,759 $371K 0.01% +212 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,343 shares; 2024Q4: 11,767 shares; 2025Q1: 11,291 shares; 2025Q2: 11,009 shares; 2025Q3: 4,206 shares; 2025Q4: 4,198 shares; 2026Q1: 4,311 shares; 2026Q2: 2,789 shares 2,789 $370K 0.01% -1,522 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,934 shares; 2025Q2: 10,219 shares; 2025Q3: 12,870 shares; 2025Q4: 14,710 shares; 2026Q1: 4,803 shares; 2026Q2: 3,681 shares 3,681 $369K 0.01% -1,122 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,722 shares; 2025Q4: 4,849 shares; 2026Q1: 5,274 shares; 2026Q2: 5,604 shares 5,604 $368K 0.01% +330 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,136 shares; 2024Q4: 13,854 shares; 2025Q1: 12,271 shares; 2025Q2: 14,528 shares; 2025Q3: 7,777 shares; 2025Q4: 7,653 shares; 2026Q1: 7,512 shares; 2026Q2: 7,037 shares 7,037 $367K 0.01% -475 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,010 shares; 2024Q4: 9,915 shares; 2025Q1: 3,119 shares; 2025Q2: 2,833 shares; 2025Q3: 2,655 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,902 shares 2,902 $367K 0.01% new Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,698 shares; 2024Q4: 12,407 shares; 2025Q1: 11,551 shares; 2025Q2: 11,209 shares; 2025Q3: 9,441 shares; 2025Q4: 8,139 shares; 2026Q1: 7,999 shares; 2026Q2: 7,012 shares 7,012 $365K 0.01% -987 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,099 shares 1,099 $365K 0.01% new Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,844 shares; 2025Q4: 4,047 shares; 2026Q1: 4,245 shares; 2026Q2: 5,334 shares 5,334 $364K 0.01% +1,089 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,918 shares; 2026Q2: 13,277 shares 13,277 $361K 0.01% +1,359 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,553 shares; 2025Q1: 9,294 shares; 2025Q2: 9,230 shares; 2025Q3: 7,732 shares; 2025Q4: 7,745 shares; 2026Q1: 7,353 shares; 2026Q2: 7,626 shares 7,626 $361K 0.01% +273 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,608 shares; 2024Q4: 10,607 shares; 2025Q1: 9,253 shares; 2025Q2: 9,030 shares; 2025Q3: 8,872 shares; 2025Q4: 8,872 shares; 2026Q1: 8,829 shares; 2026Q2: 8,592 shares 8,592 $360K 0.01% -237 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 10,763 shares; 2026Q1: 10,749 shares; 2026Q2: 10,749 shares 10,749 $359K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,773 shares; 2024Q4: 6,579 shares; 2025Q1: 6,007 shares; 2025Q2: 5,477 shares; 2025Q3: 3,448 shares; 2025Q4: 3,317 shares; 2026Q1: 3,338 shares; 2026Q2: 791 shares 791 $358K 0.01% -2,547 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,886 shares; 2024Q4: 5,832 shares; 2025Q1: 5,399 shares; 2025Q2: 4,519 shares; 2025Q3: 3,356 shares; 2025Q4: 2,727 shares; 2026Q1: 4,126 shares; 2026Q2: 3,731 shares 3,731 $358K 0.01% -395 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,588 shares; 2024Q4: 9,633 shares; 2025Q1: 7,528 shares; 2025Q2: 7,240 shares; 2025Q3: 7,440 shares; 2025Q4: 7,582 shares; 2026Q1: 7,582 shares; 2026Q2: 7,375 shares 7,375 $358K 0.01% -207 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: not reported; 2025Q1: 811 shares; 2025Q2: 867 shares; 2025Q3: 1,083 shares; 2025Q4: 979 shares; 2026Q1: 1,103 shares; 2026Q2: 1,048 shares 1,048 $357K 0.01% -55 Timeline MGTX MEIRAGTX HLDGS PLC More: the full row for MEIRAGTX HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,574 shares; 2024Q4: 43,999 shares; 2025Q1: 36,600 shares; 2025Q2: 36,583 shares; 2025Q3: 31,574 shares; 2025Q4: 26,424 shares; 2026Q1: 26,424 shares; 2026Q2: 26,424 shares 26,424 $357K 0.01% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,019 shares; 2025Q2: 98,874 shares; 2025Q3: 97,033 shares; 2025Q4: 50,840 shares; 2026Q1: 20,830 shares; 2026Q2: 15,016 shares 15,016 $357K 0.01% -5,814 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,839 shares; 2024Q4: 5,689 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,976 shares; 2026Q2: 5,715 shares 5,715 $357K 0.01% -261 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,821 shares; 2024Q4: 6,785 shares; 2025Q1: 6,464 shares; 2025Q2: 6,348 shares; 2025Q3: 3,873 shares; 2025Q4: 3,843 shares; 2026Q1: 4,153 shares; 2026Q2: 4,011 shares 4,011 $356K 0.01% -142 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 446 shares; 2025Q1: 520 shares; 2025Q2: 776 shares; 2025Q3: 663 shares; 2025Q4: 782 shares; 2026Q1: 659 shares; 2026Q2: 571 shares 571 $356K 0.01% -88 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,001 shares; 2024Q4: 12,181 shares; 2025Q1: 11,011 shares; 2025Q2: 24,209 shares; 2025Q3: 34,559 shares; 2025Q4: 43,020 shares; 2026Q1: 28,205 shares; 2026Q2: 19,812 shares 19,812 $355K 0.01% -8,393 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,168 shares; 2024Q4: 2,198 shares; 2025Q1: 2,742 shares; 2025Q2: 3,016 shares; 2025Q3: 1,472 shares; 2025Q4: 1,449 shares; 2026Q1: 1,461 shares; 2026Q2: 1,464 shares 1,464 $354K 0.01% +3 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,329 shares; 2026Q2: 3,283 shares 3,283 $354K 0.01% +954 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,877 shares; 2024Q4: 5,442 shares; 2025Q1: 6,961 shares; 2025Q2: 7,774 shares; 2025Q3: 4,492 shares; 2025Q4: 4,698 shares; 2026Q1: 3,770 shares; 2026Q2: 2,698 shares 2,698 $352K 0.01% -1,072 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,245 shares; 2024Q4: 4,425 shares; 2025Q1: 5,058 shares; 2025Q2: 5,235 shares; 2025Q3: 5,518 shares; 2025Q4: 5,676 shares; 2026Q1: 4,973 shares; 2026Q2: 4,788 shares 4,788 $349K 0.01% -185 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,480 shares 4,480 $348K 0.01% new Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,681 shares; 2025Q2: 11,681 shares; 2025Q3: 11,681 shares; 2025Q4: 11,681 shares; 2026Q1: 11,681 shares; 2026Q2: 11,756 shares 11,756 $347K 0.01% +75 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,846 shares; 2024Q4: 2,889 shares; 2025Q1: 4,099 shares; 2025Q2: 3,975 shares; 2025Q3: 3,809 shares; 2025Q4: 4,061 shares; 2026Q1: 3,070 shares; 2026Q2: 2,829 shares 2,829 $346K 0.01% -241 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,871 shares; 2026Q1: 2,276 shares; 2026Q2: 2,274 shares 2,274 $345K 0.01% -2 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,893 shares; 2024Q4: 6,443 shares; 2025Q1: 6,791 shares; 2025Q2: 6,458 shares; 2025Q3: 5,254 shares; 2025Q4: 4,961 shares; 2026Q1: 4,315 shares; 2026Q2: 4,721 shares 4,721 $344K 0.01% +406 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,026 shares 1,026 $342K 0.01% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,521 shares 4,521 $342K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,795 shares; 2025Q2: 3,149 shares; 2025Q3: 4,117 shares; 2025Q4: 2,294 shares; 2026Q1: 3,329 shares; 2026Q2: 3,042 shares 3,042 $342K 0.01% -287 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,183 shares; 2026Q1: 20,647 shares; 2026Q2: 20,403 shares 20,403 $340K 0.01% -244 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,222 shares; 2025Q1: 12,204 shares; 2025Q2: 13,392 shares; 2025Q3: 12,057 shares; 2025Q4: 11,495 shares; 2026Q1: 11,309 shares; 2026Q2: 11,100 shares 11,100 $340K 0.01% -209 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,261 shares; 2024Q4: 8,611 shares; 2025Q1: 6,725 shares; 2025Q2: 11,094 shares; 2025Q3: 16,800 shares; 2025Q4: 12,998 shares; 2026Q1: 10,833 shares; 2026Q2: 7,461 shares 7,461 $340K 0.01% -3,372 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185 shares; 2024Q4: 2,630 shares; 2025Q1: 2,992 shares; 2025Q2: 2,923 shares; 2025Q3: 2,636 shares; 2025Q4: 2,568 shares; 2026Q1: 2,040 shares; 2026Q2: 2,243 shares 2,243 $339K 0.01% +203 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,037 shares; 2026Q1: 2,090 shares; 2026Q2: 2,000 shares 2,000 $339K 0.01% -90 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,924 shares; 2025Q1: 2,615 shares; 2025Q2: 2,647 shares; 2025Q3: 2,290 shares; 2025Q4: 2,105 shares; 2026Q1: 3,712 shares; 2026Q2: 3,693 shares 3,693 $339K 0.01% -19 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,738 shares; 2026Q1: 8,872 shares; 2026Q2: 6,840 shares 6,840 $339K 0.01% -2,032 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,202 shares 7,202 $339K 0.01% new Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,609 shares; 2026Q1: 9,248 shares; 2026Q2: 11,245 shares 11,245 $336K 0.01% +1,997 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,536 shares; 2026Q1: 11,436 shares; 2026Q2: 11,068 shares 11,068 $333K 0.01% -368 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 7,800 shares 7,800 $332K 0.01% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,783 shares; 2024Q4: 33,991 shares; 2025Q1: 22,322 shares; 2025Q2: 18,391 shares; 2025Q3: 18,055 shares; 2025Q4: 4,108 shares; 2026Q1: 3,944 shares; 2026Q2: 3,737 shares 3,737 $331K 0.01% -207 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,853 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,255 shares; 2026Q1: 1,865 shares; 2026Q2: 1,871 shares 1,871 $329K 0.01% +6 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,881 shares 1,881 $326K 0.01% new Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,275 shares 13,275 $325K 0.01% new Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,420 shares; 2026Q2: 2,554 shares 2,554 $325K 0.01% +134 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,148 shares; 2025Q2: 1,096 shares; 2025Q3: 3,313 shares; 2025Q4: 3,110 shares; 2026Q1: 2,969 shares; 2026Q2: 578 shares 578 $325K 0.01% -2,391 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,565 shares; 2024Q4: 35,033 shares; 2025Q1: 22,409 shares; 2025Q2: 7,910 shares; 2025Q3: 7,579 shares; 2025Q4: 8,179 shares; 2026Q1: 5,577 shares; 2026Q2: 5,576 shares 5,576 $323K 0.01% -1 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 6,315 shares; 2025Q1: 3,955 shares; 2025Q2: 3,480 shares; 2025Q3: 3,474 shares; 2025Q4: 3,316 shares; 2026Q1: 3,152 shares; 2026Q2: 2,741 shares 2,741 $321K 0.01% -411 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,539 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,324 shares; 2026Q2: 3,591 shares 3,591 $321K 0.01% -1,733 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,257 shares; 2026Q2: 2,660 shares 2,660 $320K 0.01% +403 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,667 shares; 2025Q3: 7,667 shares; 2025Q4: 7,667 shares; 2026Q1: 7,667 shares; 2026Q2: 7,667 shares 7,667 $319K 0.01% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 932 shares; 2026Q2: 1,186 shares 1,186 $319K 0.01% +254 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,324 shares; 2024Q4: 8,888 shares; 2025Q1: 8,057 shares; 2025Q2: 8,620 shares; 2025Q3: 7,903 shares; 2025Q4: 7,520 shares; 2026Q1: 3,172 shares; 2026Q2: 4,105 shares 4,105 $318K 0.01% +933 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,781 shares; 2025Q4: 2,905 shares; 2026Q1: 2,906 shares; 2026Q2: 2,988 shares 2,988 $318K 0.01% +82 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,221 shares; 2024Q4: 7,265 shares; 2025Q1: 7,918 shares; 2025Q2: 8,192 shares; 2025Q3: 5,500 shares; 2025Q4: 19,715 shares; 2026Q1: 12,338 shares; 2026Q2: 2,152 shares 2,152 $314K 0.01% -10,186 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,634 shares; 2024Q4: 38,120 shares; 2025Q1: 12,270 shares; 2025Q2: 28,248 shares; 2025Q3: 26,928 shares; 2025Q4: 22,593 shares; 2026Q1: 17,884 shares; 2026Q2: 35,250 shares 35,250 $314K 0.01% +17,366 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,947 shares; 2024Q4: 4,735 shares; 2025Q1: 4,861 shares; 2025Q2: 14,742 shares; 2025Q3: 10,268 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,570 shares 2,570 $314K 0.01% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,392 shares; 2026Q2: 11,037 shares 11,037 $313K 0.01% +645 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,014 shares; 2025Q2: 1,751 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,044 shares; 2026Q2: 1,069 shares 1,069 $313K 0.01% +25 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; 2024Q3: 17,021 shares; 2024Q4: 12,847 shares; 2025Q1: 12,570 shares; 2025Q2: 10,847 shares; 2025Q3: 12,188 shares; 2025Q4: 11,905 shares; 2026Q1: 11,435 shares; 2026Q2: 10,307 shares 10,307 $309K 0.01% -1,128 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,717 shares; 2025Q3: 6,137 shares; 2025Q4: 3,204 shares; 2026Q1: 3,293 shares; 2026Q2: 3,032 shares 3,032 $309K 0.01% -261 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,485 shares; 2024Q4: 4,693 shares; 2025Q1: 5,516 shares; 2025Q2: 5,881 shares; 2025Q3: 5,590 shares; 2025Q4: 5,198 shares; 2026Q1: 4,394 shares; 2026Q2: 3,801 shares 3,801 $309K 0.01% -593 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,743 shares 1,743 $308K 0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,779 shares; 2024Q4: 5,622 shares; 2025Q1: 16,576 shares; 2025Q2: 2,615 shares; 2025Q3: 14,502 shares; 2025Q4: 30,073 shares; 2026Q1: 30,190 shares; 2026Q2: 6,064 shares 6,064 $308K 0.01% -24,126 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,653 shares; 2024Q4: 132,521 shares; 2025Q1: 119,314 shares; 2025Q2: 119,796 shares; 2025Q3: 121,855 shares; 2025Q4: 122,570 shares; 2026Q1: 109,418 shares; 2026Q2: 5,918 shares 5,918 $306K 0.01% -103,500 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,427 shares 2,427 $306K 0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,296 shares; 2025Q2: 6,354 shares; 2025Q3: 7,678 shares; 2025Q4: 6,528 shares; 2026Q1: 6,758 shares; 2026Q2: 6,414 shares 6,414 $305K 0.01% -344 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,165 shares; 2025Q4: 12,165 shares; 2026Q1: 12,165 shares; 2026Q2: 12,165 shares 12,165 $305K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,642 shares 3,642 $304K 0.01% new Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,735 shares; 2026Q2: 7,344 shares 7,344 $304K 0.01% +609 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,577 shares; 2024Q4: 3,271 shares; 2025Q1: 5,294 shares; 2025Q2: 3,232 shares; 2025Q3: 3,390 shares; 2025Q4: 3,514 shares; 2026Q1: 3,395 shares; 2026Q2: 2,886 shares 2,886 $304K 0.01% -509 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,955 shares; 2026Q2: 4,967 shares 4,967 $303K 0.01% +12 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,880 shares; 2024Q4: 6,774 shares; 2025Q1: 7,458 shares; 2025Q2: 6,402 shares; 2025Q3: 10,662 shares; 2025Q4: 10,352 shares; 2026Q1: 9,912 shares; 2026Q2: 6,141 shares 6,141 $303K 0.01% -3,771 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 4,739 shares; 2026Q1: 4,934 shares; 2026Q2: 2,195 shares 2,195 $303K 0.01% -2,739 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 874 shares; 2026Q1: not reported; 2026Q2: 1,111 shares 1,111 $302K 0.01% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,351 shares; 2024Q4: 17,236 shares; 2025Q1: 17,429 shares; 2025Q2: 16,831 shares; 2025Q3: 15,032 shares; 2025Q4: 16,692 shares; 2026Q1: 11,193 shares; 2026Q2: 9,927 shares 9,927 $301K 0.01% -1,266 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,576 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,605 shares; 2026Q2: 6,695 shares 6,695 $301K 0.01% +1,090 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,755 shares; 2026Q1: 3,857 shares; 2026Q2: 3,859 shares 3,859 $301K 0.01% +2 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,770 shares; 2025Q3: 58,356 shares; 2025Q4: 35,233 shares; 2026Q1: 33,849 shares; 2026Q2: 27,509 shares 27,509 $298K 0.01% -6,340 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; 2024Q3: 7,593 shares; 2024Q4: 7,530 shares; 2025Q1: 136,525 shares; 2025Q2: 8,859 shares; 2025Q3: 6,442 shares; 2025Q4: 6,127 shares; 2026Q1: 18,487 shares; 2026Q2: 6,025 shares 6,025 $297K 0.01% -12,462 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,229 shares; 2024Q4: 17,167 shares; 2025Q1: 15,656 shares; 2025Q2: 24,324 shares; 2025Q3: 23,083 shares; 2025Q4: 16,525 shares; 2026Q1: not reported; 2026Q2: 13,411 shares 13,411 $295K 0.01% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,899 shares; 2026Q1: 2,806 shares; 2026Q2: 2,821 shares 2,821 $295K 0.01% +15 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,442 shares; 2024Q4: 12,135 shares; 2025Q1: 13,135 shares; 2025Q2: 11,055 shares; 2025Q3: 10,002 shares; 2025Q4: 10,197 shares; 2026Q1: 9,749 shares; 2026Q2: 4,250 shares 4,250 $295K 0.01% -5,499 Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,085 shares; 2026Q2: 20,188 shares 20,188 $295K 0.01% +103 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,893 shares; 2024Q4: 179,816 shares; 2025Q1: 167,996 shares; 2025Q2: 164,686 shares; 2025Q3: 160,065 shares; 2025Q4: 18,770 shares; 2026Q1: 156,792 shares; 2026Q2: 18,565 shares 18,565 $295K 0.01% -138,227 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,926 shares; 2025Q3: 6,983 shares; 2025Q4: 6,998 shares; 2026Q1: 7,017 shares; 2026Q2: 7,031 shares 7,031 $295K 0.01% +14 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,923 shares; 2024Q4: 10,016 shares; 2025Q1: 9,689 shares; 2025Q2: 9,920 shares; 2025Q3: 9,860 shares; 2025Q4: 9,966 shares; 2026Q1: 1,810 shares; 2026Q2: 2,236 shares 2,236 $294K 0.01% +426 Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,183 shares; 2024Q4: 84,865 shares; 2025Q1: 58,188 shares; 2025Q2: 57,340 shares; 2025Q3: 43,666 shares; 2025Q4: 25,439 shares; 2026Q1: 13,053 shares; 2026Q2: 11,867 shares 11,867 $294K 0.01% -1,186 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,233 shares 5,233 $293K 0.01% new Timeline