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: 11,286 shares; 2025Q3: 9,819 shares; 2025Q4: 8,243 shares; 2026Q1: 54,947 shares; 2026Q2: 66,815 shares 66,815 $1.51M 0.03% +11,868 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 7,211 shares 7,211 $1.51M 0.03% new 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: not reported; 2025Q2: 12,401 shares; 2025Q3: 13,131 shares; 2025Q4: 14,549 shares; 2026Q1: not reported; 2026Q2: 21,346 shares 21,346 $1.5M 0.03% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,441 shares; 2024Q4: 18,235 shares; 2025Q1: 16,490 shares; 2025Q2: 30,735 shares; 2025Q3: 20,688 shares; 2025Q4: 21,756 shares; 2026Q1: 21,970 shares; 2026Q2: 23,524 shares 23,524 $1.49M 0.03% +1,554 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 3,507 shares; 2025Q1: not reported; 2025Q2: 5,600 shares; 2025Q3: 5,837 shares; 2025Q4: 5,880 shares; 2026Q1: 2,396 shares; 2026Q2: 1,802 shares 1,802 $1.47M 0.02% -594 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,894 shares; 2025Q1: 11,883 shares; 2025Q2: 38,916 shares; 2025Q3: 38,630 shares; 2025Q4: 40,100 shares; 2026Q1: 36,558 shares; 2026Q2: 45,970 shares 45,970 $1.46M 0.02% +9,412 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,472 shares; 2024Q4: 2,449 shares; 2025Q1: 2,572 shares; 2025Q2: 8,358 shares; 2025Q3: 5,072 shares; 2025Q4: 3,941 shares; 2026Q1: not reported; 2026Q2: 14,170 shares 14,170 $1.46M 0.02% new Timeline IHDG 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: 15,094 shares; 2026Q1: not reported; 2026Q2: 27,647 shares 27,647 $1.45M 0.02% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS 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: 5,734 shares 5,734 $1.45M 0.02% new Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,760 shares; 2025Q2: 9,260 shares; 2025Q3: 9,260 shares; 2025Q4: 9,260 shares; 2026Q1: 6,263 shares; 2026Q2: 8,774 shares 8,774 $1.45M 0.02% +2,511 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,541 shares; 2024Q4: 2,656 shares; 2025Q1: 2,617 shares; 2025Q2: 2,565 shares; 2025Q3: 2,662 shares; 2025Q4: 2,710 shares; 2026Q1: not reported; 2026Q2: 4,223 shares 4,223 $1.45M 0.02% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,161 shares; 2025Q2: 78,749 shares; 2025Q3: 82,382 shares; 2025Q4: 84,519 shares; 2026Q1: 83,716 shares; 2026Q2: 57,904 shares 57,904 $1.45M 0.02% -25,812 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199 shares; 2024Q4: 1,146 shares; 2025Q1: 1,530 shares; 2025Q2: 2,025 shares; 2025Q3: 2,200 shares; 2025Q4: 2,396 shares; 2026Q1: not reported; 2026Q2: 10,397 shares 10,397 $1.44M 0.02% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,853 shares 22,853 $1.43M 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,955 shares; 2024Q4: 2,792 shares; 2025Q1: 8,558 shares; 2025Q2: 4,973 shares; 2025Q3: 9,475 shares; 2025Q4: 10,887 shares; 2026Q1: not reported; 2026Q2: 10,712 shares 10,712 $1.43M 0.02% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,734 shares; 2024Q4: 32,702 shares; 2025Q1: 35,939 shares; 2025Q2: 36,008 shares; 2025Q3: 36,319 shares; 2025Q4: 33,871 shares; 2026Q1: not reported; 2026Q2: 33,599 shares 33,599 $1.43M 0.02% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,784 shares; 2024Q4: 2,663 shares; 2025Q1: 2,781 shares; 2025Q2: 3,277 shares; 2025Q3: 3,263 shares; 2025Q4: 3,334 shares; 2026Q1: not reported; 2026Q2: 16,884 shares 16,884 $1.43M 0.02% new 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: not reported; 2024Q4: 1,780 shares; 2025Q1: 518 shares; 2025Q2: 2,878 shares; 2025Q3: 1,835 shares; 2025Q4: 1,425 shares; 2026Q1: 1,141 shares; 2026Q2: 3,647 shares 3,647 $1.42M 0.02% +2,506 Timeline INMU 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: 59,241 shares 59,241 $1.41M 0.02% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,144 shares; 2025Q3: 9,906 shares; 2025Q4: 10,340 shares; 2026Q1: not reported; 2026Q2: 18,524 shares 18,524 $1.4M 0.02% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,155 shares; 2025Q3: 36,926 shares; 2025Q4: 28,454 shares; 2026Q1: not reported; 2026Q2: 27,931 shares 27,931 $1.39M 0.02% new Timeline JULW 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: 41,501 shares; 2024Q4: 41,501 shares; 2025Q1: 37,501 shares; 2025Q2: 37,501 shares; 2025Q3: 35,600 shares; 2025Q4: 35,600 shares; 2026Q1: not reported; 2026Q2: 34,101 shares 34,101 $1.39M 0.02% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,847 shares; 2024Q4: 81,006 shares; 2025Q1: 13,284 shares; 2025Q2: 16,484 shares; 2025Q3: 20,230 shares; 2025Q4: 22,831 shares; 2026Q1: not reported; 2026Q2: 126,678 shares 126,678 $1.38M 0.02% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,612 shares 5,612 $1.38M 0.02% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,180 shares; 2024Q4: 3,013 shares; 2025Q1: 3,789 shares; 2025Q2: 4,404 shares; 2025Q3: 4,752 shares; 2025Q4: 4,903 shares; 2026Q1: not reported; 2026Q2: 20,611 shares 20,611 $1.38M 0.02% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,521 shares; 2024Q4: 19,337 shares; 2025Q1: 18,430 shares; 2025Q2: 18,229 shares; 2025Q3: 18,145 shares; 2025Q4: 17,905 shares; 2026Q1: not reported; 2026Q2: 17,819 shares 17,819 $1.38M 0.02% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 111 shares; 2025Q4: 116 shares; 2026Q1: not reported; 2026Q2: 681 shares 681 $1.37M 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,222 shares; 2024Q4: 9,772 shares; 2025Q1: 11,861 shares; 2025Q2: 13,661 shares; 2025Q3: 13,642 shares; 2025Q4: 14,332 shares; 2026Q1: not reported; 2026Q2: 14,219 shares 14,219 $1.37M 0.02% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,718 shares; 2025Q1: 7,033 shares; 2025Q2: 34,393 shares; 2025Q3: 35,877 shares; 2025Q4: 36,187 shares; 2026Q1: 35,969 shares; 2026Q2: 41,985 shares 41,985 $1.37M 0.02% +6,016 Timeline BILT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,743 shares 47,743 $1.37M 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,872 shares; 2024Q4: 42,209 shares; 2025Q1: 23,742 shares; 2025Q2: 39,607 shares; 2025Q3: 49,774 shares; 2025Q4: 58,599 shares; 2026Q1: not reported; 2026Q2: 59,151 shares 59,151 $1.35M 0.02% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,843 shares; 2026Q1: not reported; 2026Q2: 49,595 shares 49,595 $1.35M 0.02% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,413 shares; 2026Q1: not reported; 2026Q2: 9,476 shares 9,476 $1.34M 0.02% new 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: 802 shares; 2025Q1: 2,151 shares; 2025Q2: 2,734 shares; 2025Q3: 2,629 shares; 2025Q4: 2,399 shares; 2026Q1: 807 shares; 2026Q2: 3,644 shares 3,644 $1.34M 0.02% +2,837 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: 1,453 shares; 2025Q3: 1,661 shares; 2025Q4: 1,870 shares; 2026Q1: not reported; 2026Q2: 8,202 shares 8,202 $1.34M 0.02% new 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: 50,540 shares; 2024Q4: 49,090 shares; 2025Q1: 33,440 shares; 2025Q2: 33,430 shares; 2025Q3: 31,080 shares; 2025Q4: 30,950 shares; 2026Q1: not reported; 2026Q2: 30,951 shares 30,951 $1.33M 0.02% new 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: 1,737 shares; 2024Q4: 1,720 shares; 2025Q1: 1,624 shares; 2025Q2: 1,686 shares; 2025Q3: 1,659 shares; 2025Q4: 2,427 shares; 2026Q1: 2,356 shares; 2026Q2: 3,468 shares 3,468 $1.33M 0.02% +1,112 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION 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: not reported; 2026Q1: not reported; 2026Q2: 78,781 shares 78,781 $1.33M 0.02% new Timeline IBDS 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: 31,360 shares; 2025Q1: 31,621 shares; 2025Q2: 33,572 shares; 2025Q3: 35,534 shares; 2025Q4: 47,042 shares; 2026Q1: not reported; 2026Q2: 54,815 shares 54,815 $1.32M 0.02% new Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,656 shares; 2025Q3: 16,821 shares; 2025Q4: 17,994 shares; 2026Q1: 18,064 shares; 2026Q2: 20,025 shares 20,025 $1.32M 0.02% +1,961 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,228 shares; 2024Q4: 5,871 shares; 2025Q1: 4,218 shares; 2025Q2: 55,385 shares; 2025Q3: 83,736 shares; 2025Q4: 41,673 shares; 2026Q1: not reported; 2026Q2: 11,783 shares 11,783 $1.31M 0.02% new Timeline SAIA SAIA INC More: the full row for SAIA 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: 618 shares; 2026Q1: not reported; 2026Q2: 3,107 shares 3,107 $1.3M 0.02% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,650 shares; 2024Q4: 34,650 shares; 2025Q1: 34,650 shares; 2025Q2: 34,550 shares; 2025Q3: 61,490 shares; 2025Q4: 79,060 shares; 2026Q1: not reported; 2026Q2: 37,891 shares 37,891 $1.3M 0.02% new Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,049 shares 30,049 $1.29M 0.02% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,882 shares; 2024Q4: 37,888 shares; 2025Q1: 35,379 shares; 2025Q2: 35,543 shares; 2025Q3: 35,524 shares; 2025Q4: 35,652 shares; 2026Q1: 9,943 shares; 2026Q2: 37,729 shares 37,729 $1.29M 0.02% +27,786 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,052 shares; 2024Q4: 15,526 shares; 2025Q1: 15,356 shares; 2025Q2: 16,037 shares; 2025Q3: 16,420 shares; 2025Q4: 16,743 shares; 2026Q1: not reported; 2026Q2: 25,316 shares 25,316 $1.28M 0.02% new Timeline JCPB 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: 50,583 shares; 2024Q4: 35,519 shares; 2025Q1: 36,508 shares; 2025Q2: 33,421 shares; 2025Q3: 34,309 shares; 2025Q4: 29,978 shares; 2026Q1: 7,009 shares; 2026Q2: 27,630 shares 27,630 $1.28M 0.02% +20,621 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,912 shares; 2024Q4: 1,276 shares; 2025Q1: 1,734 shares; 2025Q2: 1,912 shares; 2025Q3: 2,103 shares; 2025Q4: 2,316 shares; 2026Q1: not reported; 2026Q2: 9,974 shares 9,974 $1.28M 0.02% new Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,459 shares 104,459 $1.27M 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,617 shares; 2025Q2: 6,158 shares; 2025Q3: 6,556 shares; 2025Q4: 6,737 shares; 2026Q1: 1,125 shares; 2026Q2: 8,669 shares 8,669 $1.27M 0.02% +7,544 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: 793 shares; 2024Q4: 782 shares; 2025Q1: 804 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 956 shares; 2026Q1: not reported; 2026Q2: 3,704 shares 3,704 $1.26M 0.02% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,130 shares; 2025Q4: 12,270 shares; 2026Q1: not reported; 2026Q2: 54,646 shares 54,646 $1.25M 0.02% new Timeline DBVT DBV TECHNOLOGIES S A More: the full row for DBV TECHNOLOGIES S A 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: 89,692 shares 89,692 $1.25M 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,201 shares; 2025Q3: 10,953 shares; 2025Q4: 12,829 shares; 2026Q1: not reported; 2026Q2: 23,550 shares 23,550 $1.25M 0.02% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,846 shares; 2025Q3: 75,246 shares; 2025Q4: 75,246 shares; 2026Q1: not reported; 2026Q2: 88,702 shares 88,702 $1.24M 0.02% new 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: 20,324 shares; 2024Q4: 16,253 shares; 2025Q1: 15,597 shares; 2025Q2: 18,171 shares; 2025Q3: 16,624 shares; 2025Q4: 16,320 shares; 2026Q1: 5,151 shares; 2026Q2: 22,461 shares 22,461 $1.23M 0.02% +17,310 Timeline ACWV 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: 9,299 shares; 2026Q1: not reported; 2026Q2: 9,980 shares 9,980 $1.23M 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 812 shares; 2025Q3: 1,418 shares; 2025Q4: 1,640 shares; 2026Q1: not reported; 2026Q2: 2,282 shares 2,282 $1.23M 0.02% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,392 shares; 2024Q4: 7,808 shares; 2025Q1: 4,299 shares; 2025Q2: 17,123 shares; 2025Q3: 13,942 shares; 2025Q4: 10,828 shares; 2026Q1: not reported; 2026Q2: 15,433 shares 15,433 $1.22M 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,984 shares; 2025Q3: 2,970 shares; 2025Q4: 2,435 shares; 2026Q1: not reported; 2026Q2: 3,926 shares 3,926 $1.22M 0.02% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,425 shares; 2025Q4: 91,423 shares; 2026Q1: 68,999 shares; 2026Q2: 106,159 shares 106,159 $1.22M 0.02% +37,160 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,425 shares 6,425 $1.22M 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,648 shares; 2025Q3: 8,244 shares; 2025Q4: 7,600 shares; 2026Q1: not reported; 2026Q2: 10,527 shares 10,527 $1.22M 0.02% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,537 shares; 2025Q1: 1,401 shares; 2025Q2: 9,339 shares; 2025Q3: 6,499 shares; 2025Q4: 5,124 shares; 2026Q1: not reported; 2026Q2: 5,240 shares 5,240 $1.21M 0.02% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE 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: 6,618 shares; 2025Q3: 8,368 shares; 2025Q4: 9,451 shares; 2026Q1: not reported; 2026Q2: 42,412 shares 42,412 $1.21M 0.02% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,716 shares 8,716 $1.21M 0.02% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,506 shares; 2024Q4: 9,811 shares; 2025Q1: 9,811 shares; 2025Q2: 17,053 shares; 2025Q3: 16,692 shares; 2025Q4: 17,209 shares; 2026Q1: not reported; 2026Q2: 21,344 shares 21,344 $1.2M 0.02% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,243 shares; 2025Q4: 2,257 shares; 2026Q1: not reported; 2026Q2: 16,244 shares 16,244 $1.19M 0.02% new Timeline AVMA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,395 shares 16,395 $1.19M 0.02% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,630 shares; 2024Q4: 5,648 shares; 2025Q1: 3,473 shares; 2025Q2: 12,432 shares; 2025Q3: 11,977 shares; 2025Q4: 26,876 shares; 2026Q1: not reported; 2026Q2: 25,966 shares 25,966 $1.19M 0.02% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,983 shares; 2025Q4: 69,555 shares; 2026Q1: not reported; 2026Q2: 53,449 shares 53,449 $1.19M 0.02% new Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 6,777 shares; 2026Q1: not reported; 2026Q2: 35,860 shares 35,860 $1.19M 0.02% new Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP 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: 15,872 shares 15,872 $1.18M 0.02% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,453 shares; 2024Q4: 10,557 shares; 2025Q1: 7,682 shares; 2025Q2: 8,252 shares; 2025Q3: 9,216 shares; 2025Q4: 7,868 shares; 2026Q1: not reported; 2026Q2: 13,756 shares 13,756 $1.17M 0.02% new 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: 5,055 shares; 2024Q4: 6,393 shares; 2025Q1: 4,874 shares; 2025Q2: not reported; 2025Q3: 1,299 shares; 2025Q4: 2,148 shares; 2026Q1: not reported; 2026Q2: 3,841 shares 3,841 $1.17M 0.02% new Timeline BGCG BAILLIE GIFFORD ETF TR More: the full row for BAILLIE GIFFORD 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: 44,618 shares 44,618 $1.17M 0.02% new Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY 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: 35,621 shares 35,621 $1.14M 0.02% new Timeline FLHY 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: 47,624 shares; 2026Q1: not reported; 2026Q2: 47,489 shares 47,489 $1.14M 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,412 shares; 2024Q4: 12,373 shares; 2025Q1: not reported; 2025Q2: 2,758 shares; 2025Q3: 4,787 shares; 2025Q4: 4,314 shares; 2026Q1: not reported; 2026Q2: 13,575 shares 13,575 $1.14M 0.02% new 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: 1,338 shares; 2024Q4: 832 shares; 2025Q1: 794 shares; 2025Q2: 1,482 shares; 2025Q3: 1,399 shares; 2025Q4: 1,431 shares; 2026Q1: not reported; 2026Q2: 3,170 shares 3,170 $1.14M 0.02% new 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: 1,075 shares; 2024Q4: 1,011 shares; 2025Q1: 1,142 shares; 2025Q2: 1,257 shares; 2025Q3: 1,263 shares; 2025Q4: 1,119 shares; 2026Q1: not reported; 2026Q2: 1,989 shares 1,989 $1.14M 0.02% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,304 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,869 shares 23,869 $1.14M 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 560 shares; 2025Q1: 509 shares; 2025Q2: 826 shares; 2025Q3: 570 shares; 2025Q4: 573 shares; 2026Q1: not reported; 2026Q2: 2,071 shares 2,071 $1.13M 0.02% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT 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: 4,852 shares; 2025Q3: 3,528 shares; 2025Q4: 3,058 shares; 2026Q1: not reported; 2026Q2: 11,386 shares 11,386 $1.12M 0.02% new Timeline VOOV 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: 5,139 shares; 2025Q1: 4,809 shares; 2025Q2: 4,920 shares; 2025Q3: 4,788 shares; 2025Q4: 4,234 shares; 2026Q1: not reported; 2026Q2: 5,006 shares 5,006 $1.12M 0.02% new Timeline XJUN 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: 48,518 shares; 2024Q4: 43,686 shares; 2025Q1: 32,675 shares; 2025Q2: 32,421 shares; 2025Q3: 28,579 shares; 2025Q4: 28,256 shares; 2026Q1: not reported; 2026Q2: 25,088 shares 25,088 $1.11M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,752 shares 8,752 $1.11M 0.02% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 2,429 shares; 2025Q1: 2,307 shares; 2025Q2: 3,206 shares; 2025Q3: 3,869 shares; 2025Q4: 4,038 shares; 2026Q1: not reported; 2026Q2: 4,899 shares 4,899 $1.11M 0.02% new 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: 22,998 shares; 2024Q4: 15,348 shares; 2025Q1: 7,457 shares; 2025Q2: 20,352 shares; 2025Q3: 17,175 shares; 2025Q4: 14,478 shares; 2026Q1: not reported; 2026Q2: 18,242 shares 18,242 $1.11M 0.02% new Timeline MCHI 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: 20,387 shares 20,387 $1.11M 0.02% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: not reported; 2026Q2: 9,195 shares 9,195 $1.11M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,478 shares; 2025Q3: 9,326 shares; 2025Q4: 7,764 shares; 2026Q1: not reported; 2026Q2: 7,502 shares 7,502 $1.1M 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,343 shares; 2024Q4: 3,186 shares; 2025Q1: 2,710 shares; 2025Q2: 13,103 shares; 2025Q3: 17,470 shares; 2025Q4: 20,268 shares; 2026Q1: not reported; 2026Q2: 11,965 shares 11,965 $1.1M 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 851 shares; 2025Q1: 733 shares; 2025Q2: 788 shares; 2025Q3: 774 shares; 2025Q4: 777 shares; 2026Q1: 802 shares; 2026Q2: 2,222 shares 2,222 $1.1M 0.02% +1,420 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,523 shares; 2024Q4: 3,349 shares; 2025Q1: 3,316 shares; 2025Q2: 3,119 shares; 2025Q3: 2,054 shares; 2025Q4: 1,039 shares; 2026Q1: not reported; 2026Q2: 1,964 shares 1,964 $1.1M 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,647 shares; 2024Q4: 12,098 shares; 2025Q1: 12,136 shares; 2025Q2: 12,446 shares; 2025Q3: 11,957 shares; 2025Q4: 12,003 shares; 2026Q1: not reported; 2026Q2: 28,733 shares 28,733 $1.1M 0.02% new Timeline FNDE 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: not reported; 2026Q2: 26,894 shares 26,894 $1.09M 0.02% new Timeline FHDG 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: 30,151 shares 30,151 $1.09M 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,550 shares 3,550 $1.09M 0.02% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,267 shares; 2025Q4: 3,648 shares; 2026Q1: not reported; 2026Q2: 11,337 shares 11,337 $1.09M 0.02% new 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: 7,942 shares; 2024Q4: 6,357 shares; 2025Q1: 6,480 shares; 2025Q2: 17,214 shares; 2025Q3: 15,693 shares; 2025Q4: 8,037 shares; 2026Q1: not reported; 2026Q2: 8,550 shares 8,550 $1.09M 0.02% new 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: 476 shares; 2025Q4: 442 shares; 2026Q1: not reported; 2026Q2: 1,848 shares 1,848 $1.08M 0.02% new 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: 558 shares; 2024Q4: 448 shares; 2025Q1: 518 shares; 2025Q2: 1,307 shares; 2025Q3: 1,167 shares; 2025Q4: 644 shares; 2026Q1: not reported; 2026Q2: 1,084 shares 1,084 $1.07M 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,615 shares; 2025Q3: 7,398 shares; 2025Q4: 9,132 shares; 2026Q1: not reported; 2026Q2: 7,245 shares 7,245 $1.07M 0.02% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC 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: not reported; 2026Q2: 16,651 shares 16,651 $1.07M 0.02% new Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP 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: 13,709 shares 13,709 $1.07M 0.02% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,751 shares; 2025Q1: not reported; 2025Q2: 19,583 shares; 2025Q3: 22,198 shares; 2025Q4: 22,818 shares; 2026Q1: 22,445 shares; 2026Q2: 25,831 shares 25,831 $1.06M 0.02% +3,386 Timeline VIOO 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: 4,542 shares; 2024Q4: 3,118 shares; 2025Q1: 3,362 shares; 2025Q2: 3,542 shares; 2025Q3: 3,662 shares; 2025Q4: 3,791 shares; 2026Q1: not reported; 2026Q2: 7,881 shares 7,881 $1.06M 0.02% new Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 7,779 shares; 2025Q4: 9,086 shares; 2026Q1: not reported; 2026Q2: 34,849 shares 34,849 $1.06M 0.02% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,369 shares; 2024Q4: 12,347 shares; 2025Q1: 11,572 shares; 2025Q2: 23,146 shares; 2025Q3: 22,617 shares; 2025Q4: 21,132 shares; 2026Q1: not reported; 2026Q2: 42,425 shares 42,425 $1.06M 0.02% new 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: 5,931 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,371 shares 24,371 $1.05M 0.02% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,256 shares; 2025Q3: 15,168 shares; 2025Q4: 11,930 shares; 2026Q1: not reported; 2026Q2: 20,122 shares 20,122 $1.05M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,993 shares; 2025Q3: 2,702 shares; 2025Q4: 2,815 shares; 2026Q1: 8,039 shares; 2026Q2: 8,608 shares 8,608 $1.04M 0.02% +569 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 874 shares; 2025Q2: 3,395 shares; 2025Q3: 3,041 shares; 2025Q4: 2,856 shares; 2026Q1: not reported; 2026Q2: 2,364 shares 2,364 $1.04M 0.02% new Timeline IQM 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: 8,775 shares; 2024Q4: 9,175 shares; 2025Q1: 4,924 shares; 2025Q2: 5,595 shares; 2025Q3: 6,946 shares; 2025Q4: 11,802 shares; 2026Q1: not reported; 2026Q2: 10,172 shares 10,172 $1.04M 0.02% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,778 shares; 2024Q4: 14,666 shares; 2025Q1: 12,224 shares; 2025Q2: 26,831 shares; 2025Q3: 39,104 shares; 2025Q4: 48,936 shares; 2026Q1: not reported; 2026Q2: 34,588 shares 34,588 $1.03M 0.02% new 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: 34,458 shares; 2024Q4: 23,513 shares; 2025Q1: 17,575 shares; 2025Q2: 9,785 shares; 2025Q3: 6,588 shares; 2025Q4: 5,411 shares; 2026Q1: not reported; 2026Q2: 12,879 shares 12,879 $1.03M 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,847 shares; 2024Q4: 17,041 shares; 2025Q1: 5,070 shares; 2025Q2: 5,107 shares; 2025Q3: 5,339 shares; 2025Q4: 6,270 shares; 2026Q1: not reported; 2026Q2: 16,089 shares 16,089 $1.02M 0.02% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,581 shares; 2025Q3: 6,661 shares; 2025Q4: 7,654 shares; 2026Q1: not reported; 2026Q2: 6,652 shares 6,652 $1.02M 0.02% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,246 shares; 2024Q4: 17,610 shares; 2025Q1: 18,706 shares; 2025Q2: 28,691 shares; 2025Q3: 24,651 shares; 2025Q4: 21,294 shares; 2026Q1: not reported; 2026Q2: 19,425 shares 19,425 $1.02M 0.02% new Timeline AVGE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,300 shares 10,300 $1.01M 0.02% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,483 shares; 2024Q4: 1,241 shares; 2025Q1: not reported; 2025Q2: 5,776 shares; 2025Q3: 4,065 shares; 2025Q4: 2,530 shares; 2026Q1: not reported; 2026Q2: 10,283 shares 10,283 $1M 0.02% new Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,193 shares; 2026Q1: not reported; 2026Q2: 6,198 shares 6,198 $1M 0.02% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,692 shares; 2024Q4: 24,459 shares; 2025Q1: 68,866 shares; 2025Q2: 31,205 shares; 2025Q3: 27,969 shares; 2025Q4: 26,291 shares; 2026Q1: not reported; 2026Q2: 56,945 shares 56,945 $1M 0.02% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,524 shares 2,524 $1M 0.02% new Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS 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: 66,547 shares 66,547 $1M 0.02% new Timeline XMAR 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: 71,327 shares; 2024Q4: 58,306 shares; 2025Q1: 41,566 shares; 2025Q2: 41,628 shares; 2025Q3: 33,627 shares; 2025Q4: 28,379 shares; 2026Q1: not reported; 2026Q2: 23,275 shares 23,275 $996K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,198 shares; 2026Q1: not reported; 2026Q2: 25,321 shares 25,321 $992K 0.02% new Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,906 shares; 2024Q4: 3,096 shares; 2025Q1: not reported; 2025Q2: 2,596 shares; 2025Q3: 2,596 shares; 2025Q4: 4,921 shares; 2026Q1: 6,546 shares; 2026Q2: 35,014 shares 35,014 $991K 0.02% +28,468 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,612 shares 26,612 $991K 0.02% new Timeline AXIL AXIL BRANDS INC More: the full row for AXIL BRANDS 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: 164,331 shares 164,331 $986K 0.02% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,640 shares; 2024Q4: 13,047 shares; 2025Q1: 16,266 shares; 2025Q2: 29,169 shares; 2025Q3: 27,826 shares; 2025Q4: 25,967 shares; 2026Q1: 2,140 shares; 2026Q2: 12,806 shares 12,806 $985K 0.02% +10,666 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 952 shares; 2026Q1: 705 shares; 2026Q2: 1,881 shares 1,881 $981K 0.02% +1,176 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: 26,776 shares; 2024Q4: 16,193 shares; 2025Q1: 25,660 shares; 2025Q2: 12,535 shares; 2025Q3: 6,371 shares; 2025Q4: 6,159 shares; 2026Q1: not reported; 2026Q2: 20,959 shares 20,959 $981K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 140 shares; 2025Q1: 133 shares; 2025Q2: 199 shares; 2025Q3: 212 shares; 2025Q4: 198 shares; 2026Q1: 1,350 shares; 2026Q2: 5,248 shares 5,248 $980K 0.02% +3,898 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,355 shares; 2024Q4: 15,278 shares; 2025Q1: 20,002 shares; 2025Q2: 25,325 shares; 2025Q3: 28,951 shares; 2025Q4: 31,743 shares; 2026Q1: not reported; 2026Q2: 14,462 shares 14,462 $980K 0.02% new Timeline IAUI 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: 19,970 shares 19,970 $980K 0.02% new 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: 2,053 shares; 2024Q4: 2,076 shares; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,186 shares; 2025Q4: 2,617 shares; 2026Q1: not reported; 2026Q2: 3,913 shares 3,913 $977K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 292 shares; 2025Q4: 249 shares; 2026Q1: 322 shares; 2026Q2: 1,143 shares 1,143 $972K 0.02% +821 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,195 shares; 2025Q1: 1,356 shares; 2025Q2: 1,812 shares; 2025Q3: 1,683 shares; 2025Q4: 1,794 shares; 2026Q1: not reported; 2026Q2: 5,251 shares 5,251 $969K 0.02% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,872 shares; 2024Q4: 7,144 shares; 2025Q1: 7,506 shares; 2025Q2: 6,918 shares; 2025Q3: 6,673 shares; 2025Q4: 6,197 shares; 2026Q1: not reported; 2026Q2: 12,915 shares 12,915 $969K 0.02% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,183 shares 32,183 $969K 0.02% new 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: 2,836 shares; 2025Q1: 2,860 shares; 2025Q2: 2,903 shares; 2025Q3: 3,561 shares; 2025Q4: 3,947 shares; 2026Q1: not reported; 2026Q2: 5,483 shares 5,483 $968K 0.02% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,497 shares; 2024Q4: 47,930 shares; 2025Q1: 51,160 shares; 2025Q2: 50,280 shares; 2025Q3: 50,237 shares; 2025Q4: 63,096 shares; 2026Q1: not reported; 2026Q2: 26,353 shares 26,353 $962K 0.02% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,732 shares; 2025Q4: 7,312 shares; 2026Q1: not reported; 2026Q2: 53,662 shares 53,662 $962K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 172 shares; 2025Q1: 295 shares; 2025Q2: 454 shares; 2025Q3: 529 shares; 2025Q4: 574 shares; 2026Q1: 225 shares; 2026Q2: 528 shares 528 $961K 0.02% +303 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: 1,445 shares; 2024Q4: 1,842 shares; 2025Q1: 2,571 shares; 2025Q2: 1,596 shares; 2025Q3: 1,603 shares; 2025Q4: 1,647 shares; 2026Q1: not reported; 2026Q2: 2,788 shares 2,788 $957K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,266 shares; 2024Q4: 3,861 shares; 2025Q1: 4,208 shares; 2025Q2: 5,089 shares; 2025Q3: 5,188 shares; 2025Q4: 5,157 shares; 2026Q1: not reported; 2026Q2: 11,015 shares 11,015 $951K 0.02% new 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: 3,239 shares; 2025Q3: 5,773 shares; 2025Q4: 8,200 shares; 2026Q1: not reported; 2026Q2: 10,522 shares 10,522 $940K 0.02% new Timeline EMGF 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: 17,026 shares; 2026Q1: not reported; 2026Q2: 13,793 shares 13,793 $937K 0.02% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,926 shares; 2025Q1: 10,120 shares; 2025Q2: 68,007 shares; 2025Q3: 74,587 shares; 2025Q4: 78,390 shares; 2026Q1: 79,691 shares; 2026Q2: 87,741 shares 87,741 $934K 0.02% +8,050 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 1,529 shares; 2025Q4: 1,741 shares; 2026Q1: not reported; 2026Q2: 697 shares 697 $933K 0.02% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,815 shares; 2024Q4: 11,241 shares; 2025Q1: 8,885 shares; 2025Q2: 5,296 shares; 2025Q3: 4,082 shares; 2025Q4: 3,644 shares; 2026Q1: not reported; 2026Q2: 6,747 shares 6,747 $928K 0.02% new Timeline JBBB 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: 20,975 shares; 2024Q4: 26,927 shares; 2025Q1: 25,116 shares; 2025Q2: 23,951 shares; 2025Q3: 24,037 shares; 2025Q4: 24,822 shares; 2026Q1: not reported; 2026Q2: 19,538 shares 19,538 $926K 0.02% new Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,243 shares 20,243 $924K 0.02% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,319 shares; 2024Q4: 48,352 shares; 2025Q1: 38,175 shares; 2025Q2: 31,724 shares; 2025Q3: 26,637 shares; 2025Q4: 25,393 shares; 2026Q1: not reported; 2026Q2: 40,473 shares 40,473 $920K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,934 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,268 shares 7,268 $920K 0.02% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,401 shares; 2024Q4: 9,086 shares; 2025Q1: not reported; 2025Q2: 5,544 shares; 2025Q3: 4,802 shares; 2025Q4: 3,058 shares; 2026Q1: not reported; 2026Q2: 9,334 shares 9,334 $919K 0.02% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,622 shares 9,622 $919K 0.02% new Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 57,845 shares; 2026Q2: 62,711 shares 62,711 $917K 0.02% +4,866 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,631 shares 30,631 $916K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,387 shares; 2025Q2: 3,101 shares; 2025Q3: 3,112 shares; 2025Q4: 3,325 shares; 2026Q1: 2,556 shares; 2026Q2: 3,946 shares 3,946 $915K 0.02% +1,390 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,028 shares; 2024Q4: 4,857 shares; 2025Q1: 5,047 shares; 2025Q2: 12,463 shares; 2025Q3: 10,463 shares; 2025Q4: 8,979 shares; 2026Q1: not reported; 2026Q2: 6,520 shares 6,520 $915K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,889 shares; 2024Q4: 7,592 shares; 2025Q1: 8,745 shares; 2025Q2: 11,351 shares; 2025Q3: 10,775 shares; 2025Q4: 5,377 shares; 2026Q1: 2,327 shares; 2026Q2: 5,930 shares 5,930 $914K 0.02% +3,603 Timeline ORACLE CORP ORACLE CORP More: the full row for ORACLE 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: 23,413 shares 23,413 $913K 0.02% new SCHP 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: not reported; 2026Q2: 34,933 shares 34,933 $910K 0.02% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,990 shares; 2025Q3: 66,365 shares; 2025Q4: 50,988 shares; 2026Q1: not reported; 2026Q2: 36,810 shares 36,810 $910K 0.02% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,108 shares; 2025Q2: 29,334 shares; 2025Q3: 20,696 shares; 2025Q4: 17,758 shares; 2026Q1: 2,561 shares; 2026Q2: 9,648 shares 9,648 $906K 0.02% +7,087 Timeline MRVU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,477 shares 10,477 $904K 0.02% new Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 17,101 shares 17,101 $899K 0.02% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,440 shares 11,440 $898K 0.02% new Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,046 shares; 2025Q1: not reported; 2025Q2: 35,429 shares; 2025Q3: 38,316 shares; 2025Q4: 40,414 shares; 2026Q1: 40,708 shares; 2026Q2: 53,730 shares 53,730 $893K 0.01% +13,022 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,806 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,939 shares 9,939 $891K 0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,864 shares; 2024Q4: 18,328 shares; 2025Q1: 15,990 shares; 2025Q2: 18,098 shares; 2025Q3: 12,014 shares; 2025Q4: 11,840 shares; 2026Q1: not reported; 2026Q2: 17,403 shares 17,403 $889K 0.01% new Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,980 shares; 2024Q4: 68,928 shares; 2025Q1: 66,627 shares; 2025Q2: 64,071 shares; 2025Q3: 65,302 shares; 2025Q4: 65,302 shares; 2026Q1: not reported; 2026Q2: 64,652 shares 64,652 $888K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,078 shares; 2025Q3: 46,027 shares; 2025Q4: 27,040 shares; 2026Q1: not reported; 2026Q2: 36,740 shares 36,740 $884K 0.01% new Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,580 shares 22,580 $883K 0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,793 shares; 2024Q4: 18,832 shares; 2025Q1: 12,477 shares; 2025Q2: 9,252 shares; 2025Q3: 9,651 shares; 2025Q4: 8,773 shares; 2026Q1: not reported; 2026Q2: 17,284 shares 17,284 $882K 0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,647 shares; 2025Q1: 4,196 shares; 2025Q2: 5,034 shares; 2025Q3: 5,409 shares; 2025Q4: 6,204 shares; 2026Q1: not reported; 2026Q2: 8,400 shares 8,400 $877K 0.01% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 13,796 shares; 2026Q1: not reported; 2026Q2: 27,308 shares 27,308 $875K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 1,362 shares; 2025Q1: not reported; 2025Q2: 5,744 shares; 2025Q3: 3,810 shares; 2025Q4: 2,331 shares; 2026Q1: not reported; 2026Q2: 3,266 shares 3,266 $874K 0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,629 shares; 2024Q4: 8,690 shares; 2025Q1: 8,183 shares; 2025Q2: 9,861 shares; 2025Q3: 9,821 shares; 2025Q4: 9,161 shares; 2026Q1: not reported; 2026Q2: 9,539 shares 9,539 $873K 0.01% new Timeline SPMD 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: 8,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,516 shares; 2026Q1: not reported; 2026Q2: 13,007 shares 13,007 $866K 0.01% new 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: 4,064 shares; 2024Q4: 3,885 shares; 2025Q1: 2,453 shares; 2025Q2: 2,706 shares; 2025Q3: 2,860 shares; 2025Q4: 2,618 shares; 2026Q1: not reported; 2026Q2: 8,160 shares 8,160 $866K 0.01% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 1,752 shares; 2025Q1: 1,771 shares; 2025Q2: 1,721 shares; 2025Q3: 1,717 shares; 2025Q4: 1,737 shares; 2026Q1: not reported; 2026Q2: 3,210 shares 3,210 $865K 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP 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: 672 shares 672 $864K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,685 shares; 2025Q3: 2,060 shares; 2025Q4: 1,336 shares; 2026Q1: not reported; 2026Q2: 4,120 shares 4,120 $863K 0.01% new Timeline BGC BGC GROUP INC More: the full row for BGC GROUP 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: 73,196 shares 73,196 $863K 0.01% new Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,877 shares; 2026Q1: not reported; 2026Q2: 16,028 shares 16,028 $855K 0.01% new Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,234 shares; 2025Q3: 28,379 shares; 2025Q4: 27,045 shares; 2026Q1: 26,316 shares; 2026Q2: 26,566 shares 26,566 $854K 0.01% +250 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,447 shares; 2024Q4: 3,736 shares; 2025Q1: 3,642 shares; 2025Q2: 5,624 shares; 2025Q3: 5,897 shares; 2025Q4: 6,047 shares; 2026Q1: not reported; 2026Q2: 8,275 shares 8,275 $853K 0.01% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,982 shares; 2024Q4: not reported; 2025Q1: 8,111 shares; 2025Q2: 8,170 shares; 2025Q3: 8,473 shares; 2025Q4: 7,962 shares; 2026Q1: not reported; 2026Q2: 33,751 shares 33,751 $850K 0.01% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,738 shares; 2024Q4: 12,192 shares; 2025Q1: 16,107 shares; 2025Q2: 19,235 shares; 2025Q3: 16,618 shares; 2025Q4: 16,650 shares; 2026Q1: not reported; 2026Q2: 15,703 shares 15,703 $847K 0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,378 shares; 2025Q3: 22,998 shares; 2025Q4: 47,705 shares; 2026Q1: 38,742 shares; 2026Q2: 57,866 shares 57,866 $841K 0.01% +19,124 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: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: not reported; 2026Q2: 17,001 shares 17,001 $835K 0.01% new 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: 701 shares; 2024Q4: 793 shares; 2025Q1: 669 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,336 shares; 2026Q1: 1,764 shares; 2026Q2: 2,198 shares 2,198 $831K 0.01% +434 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,411 shares 3,411 $829K 0.01% new Timeline GCOW 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: 6,110 shares; 2024Q4: 8,260 shares; 2025Q1: 8,260 shares; 2025Q2: 11,560 shares; 2025Q3: 17,410 shares; 2025Q4: 17,940 shares; 2026Q1: not reported; 2026Q2: 18,211 shares 18,211 $828K 0.01% new Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,451 shares; 2025Q3: 42,980 shares; 2025Q4: 43,502 shares; 2026Q1: not reported; 2026Q2: 36,452 shares 36,452 $827K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,621 shares; 2025Q1: 3,658 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,569 shares; 2026Q1: not reported; 2026Q2: 12,896 shares 12,896 $826K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,899 shares; 2026Q1: not reported; 2026Q2: 15,429 shares 15,429 $824K 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 9,027 shares 9,027 $823K 0.01% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,876 shares; 2024Q4: 65,250 shares; 2025Q1: 63,775 shares; 2025Q2: 63,957 shares; 2025Q3: 80,317 shares; 2025Q4: 76,134 shares; 2026Q1: not reported; 2026Q2: 78,001 shares 78,001 $816K 0.01% new Timeline CSMD 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: 49,979 shares; 2024Q4: 34,061 shares; 2025Q1: 32,342 shares; 2025Q2: 25,244 shares; 2025Q3: 26,974 shares; 2025Q4: 25,784 shares; 2026Q1: not reported; 2026Q2: 23,787 shares 23,787 $810K 0.01% new Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,541 shares 15,541 $809K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,211 shares 1,211 $808K 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,169 shares; 2025Q3: 7,692 shares; 2025Q4: 10,167 shares; 2026Q1: not reported; 2026Q2: 11,837 shares 11,837 $807K 0.01% new 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: 6,567 shares; 2025Q3: 5,017 shares; 2025Q4: 4,660 shares; 2026Q1: not reported; 2026Q2: 3,887 shares 3,887 $803K 0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,656 shares; 2024Q4: 7,221 shares; 2025Q1: not reported; 2025Q2: 6,802 shares; 2025Q3: 7,523 shares; 2025Q4: 5,642 shares; 2026Q1: not reported; 2026Q2: 17,696 shares 17,696 $803K 0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,481 shares; 2025Q3: 3,830 shares; 2025Q4: 4,436 shares; 2026Q1: not reported; 2026Q2: 3,946 shares 3,946 $801K 0.01% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,908 shares 1,908 $801K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,802 shares; 2024Q4: 3,283 shares; 2025Q1: 3,705 shares; 2025Q2: 3,728 shares; 2025Q3: 3,632 shares; 2025Q4: 3,883 shares; 2026Q1: not reported; 2026Q2: 10,057 shares 10,057 $796K 0.01% new Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,812 shares; 2024Q4: 10,022 shares; 2025Q1: 9,005 shares; 2025Q2: 8,729 shares; 2025Q3: 8,560 shares; 2025Q4: 8,540 shares; 2026Q1: not reported; 2026Q2: 8,161 shares 8,161 $794K 0.01% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,046 shares; 2024Q4: 54,572 shares; 2025Q1: 55,059 shares; 2025Q2: 56,566 shares; 2025Q3: 57,876 shares; 2025Q4: 42,967 shares; 2026Q1: not reported; 2026Q2: 32,786 shares 32,786 $794K 0.01% new Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,889 shares; 2025Q2: 3,132 shares; 2025Q3: 3,678 shares; 2025Q4: 2,892 shares; 2026Q1: 1,090 shares; 2026Q2: 2,480 shares 2,480 $792K 0.01% +1,390 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,685 shares; 2024Q4: 5,708 shares; 2025Q1: 5,668 shares; 2025Q2: 8,568 shares; 2025Q3: 8,568 shares; 2025Q4: 8,580 shares; 2026Q1: not reported; 2026Q2: 9,521 shares 9,521 $790K 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: 2,804 shares; 2025Q2: 3,160 shares; 2025Q3: 3,650 shares; 2025Q4: 3,671 shares; 2026Q1: not reported; 2026Q2: 3,479 shares 3,479 $787K 0.01% new Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,437 shares; 2024Q4: 15,615 shares; 2025Q1: 16,196 shares; 2025Q2: 16,948 shares; 2025Q3: 20,748 shares; 2025Q4: 18,350 shares; 2026Q1: not reported; 2026Q2: 18,326 shares 18,326 $786K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER 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: 714 shares; 2026Q1: not reported; 2026Q2: 2,087 shares 2,087 $783K 0.01% new Timeline VRP 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: 8,964 shares; 2025Q3: 9,304 shares; 2025Q4: 10,860 shares; 2026Q1: 10,860 shares; 2026Q2: 32,397 shares 32,397 $783K 0.01% +21,537 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,281 shares; 2026Q1: not reported; 2026Q2: 20,396 shares 20,396 $780K 0.01% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,726 shares; 2026Q1: not reported; 2026Q2: 18,751 shares 18,751 $776K 0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,678 shares 3,678 $775K 0.01% new Timeline DIHP 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: 15,429 shares; 2026Q1: not reported; 2026Q2: 22,791 shares 22,791 $774K 0.01% new 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: 13,923 shares; 2024Q4: 10,849 shares; 2025Q1: 8,251 shares; 2025Q2: 9,017 shares; 2025Q3: 8,922 shares; 2025Q4: 8,187 shares; 2026Q1: not reported; 2026Q2: 15,548 shares 15,548 $772K 0.01% new Timeline CION CION INVT CORP More: the full row for CION INVT 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: 10,042 shares; 2026Q1: not reported; 2026Q2: 128,023 shares 128,023 $768K 0.01% new Timeline AVMV 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,431 shares 9,431 $767K 0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99,591 shares 99,591 $766K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: 625 shares; 2025Q4: 544 shares; 2026Q1: not reported; 2026Q2: 1,030 shares 1,030 $765K 0.01% new 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: 30,332 shares; 2024Q4: 23,915 shares; 2025Q1: 20,834 shares; 2025Q2: 9,326 shares; 2025Q3: 6,073 shares; 2025Q4: 5,394 shares; 2026Q1: not reported; 2026Q2: 11,569 shares 11,569 $765K 0.01% new Timeline FSMD 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: 11,152 shares; 2025Q2: 12,029 shares; 2025Q3: 13,241 shares; 2025Q4: 14,207 shares; 2026Q1: not reported; 2026Q2: 14,873 shares 14,873 $758K 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: 28,476 shares; 2026Q1: not reported; 2026Q2: 29,137 shares 29,137 $756K 0.01% new 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: 17,669 shares; 2024Q4: 17,775 shares; 2025Q1: not reported; 2025Q2: 28,264 shares; 2025Q3: 27,623 shares; 2025Q4: 28,186 shares; 2026Q1: 19,798 shares; 2026Q2: 39,707 shares 39,707 $750K 0.01% +19,909 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 2,251 shares 2,251 $750K 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: 5,535 shares; 2025Q4: 4,940 shares; 2026Q1: not reported; 2026Q2: 20,841 shares 20,841 $749K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,282 shares; 2024Q4: 58,568 shares; 2025Q1: 5,401 shares; 2025Q2: 5,982 shares; 2025Q3: 5,799 shares; 2025Q4: 4,692 shares; 2026Q1: not reported; 2026Q2: 4,079 shares 4,079 $747K 0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,958 shares; 2025Q1: 4,214 shares; 2025Q2: 4,132 shares; 2025Q3: 3,972 shares; 2025Q4: 3,515 shares; 2026Q1: not reported; 2026Q2: 25,570 shares 25,570 $746K 0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,652 shares; 2024Q4: 4,557 shares; 2025Q1: not reported; 2025Q2: 1,619 shares; 2025Q3: 2,099 shares; 2025Q4: 2,058 shares; 2026Q1: not reported; 2026Q2: 5,741 shares 5,741 $745K 0.01% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,490 shares 2,490 $739K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 721 shares; 2025Q1: 1,280 shares; 2025Q2: 1,348 shares; 2025Q3: 1,281 shares; 2025Q4: 1,190 shares; 2026Q1: not reported; 2026Q2: 2,256 shares 2,256 $738K 0.01% new Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,081 shares; 2024Q4: 25,134 shares; 2025Q1: 25,109 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,076 shares 9,076 $737K 0.01% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,037 shares 4,037 $735K 0.01% new Timeline QJUN 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: 34,888 shares; 2024Q4: 32,851 shares; 2025Q1: 30,737 shares; 2025Q2: 30,732 shares; 2025Q3: 19,815 shares; 2025Q4: 19,275 shares; 2026Q1: not reported; 2026Q2: 22,839 shares 22,839 $735K 0.01% new Timeline OCTW 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: 16,700 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 15,300 shares; 2025Q3: 17,911 shares; 2025Q4: 17,911 shares; 2026Q1: not reported; 2026Q2: 17,912 shares 17,912 $735K 0.01% new Timeline SPTL 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: 22,635 shares; 2024Q4: 18,403 shares; 2025Q1: 15,481 shares; 2025Q2: 22,179 shares; 2025Q3: 21,951 shares; 2025Q4: 20,868 shares; 2026Q1: not reported; 2026Q2: 28,803 shares 28,803 $734K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,201 shares 3,201 $734K 0.01% new 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: 17,774 shares 17,774 $728K 0.01% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,519 shares; 2025Q3: 36,185 shares; 2025Q4: 38,454 shares; 2026Q1: 38,336 shares; 2026Q2: 42,458 shares 42,458 $727K 0.01% +4,122 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,021 shares 15,021 $724K 0.01% new Timeline APRW 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: 27,652 shares; 2024Q4: 23,878 shares; 2025Q1: 23,293 shares; 2025Q2: 22,359 shares; 2025Q3: 19,387 shares; 2025Q4: 19,387 shares; 2026Q1: not reported; 2026Q2: 19,346 shares 19,346 $719K 0.01% new Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,393 shares 17,393 $717K 0.01% new Timeline USRT 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: 10,304 shares 10,304 $716K 0.01% new Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 12,379 shares; 2026Q1: not reported; 2026Q2: 19,725 shares 19,725 $715K 0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,025 shares; 2025Q2: 1,437 shares; 2025Q3: 1,489 shares; 2025Q4: 1,427 shares; 2026Q1: 1,357 shares; 2026Q2: 2,751 shares 2,751 $714K 0.01% +1,394 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,850 shares 8,850 $713K 0.01% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,159 shares; 2025Q1: not reported; 2025Q2: 16,595 shares; 2025Q3: 17,158 shares; 2025Q4: 17,673 shares; 2026Q1: 16,366 shares; 2026Q2: 9,307 shares 9,307 $710K 0.01% -7,059 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,809 shares; 2024Q4: 6,338 shares; 2025Q1: 5,848 shares; 2025Q2: 6,700 shares; 2025Q3: 6,692 shares; 2025Q4: 7,056 shares; 2026Q1: not reported; 2026Q2: 12,215 shares 12,215 $709K 0.01% new Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,205 shares; 2025Q4: 23,055 shares; 2026Q1: not reported; 2026Q2: 20,895 shares 20,895 $708K 0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,738 shares; 2024Q4: 5,869 shares; 2025Q1: 9,299 shares; 2025Q2: 3,628 shares; 2025Q3: 3,049 shares; 2025Q4: 2,340 shares; 2026Q1: not reported; 2026Q2: 6,584 shares 6,584 $707K 0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,312 shares 44,312 $704K 0.01% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 2,149 shares; 2026Q2: 3,525 shares 3,525 $703K 0.01% +1,376 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,009 shares; 2024Q4: 2,009 shares; 2025Q1: not reported; 2025Q2: 1,913 shares; 2025Q3: 1,914 shares; 2025Q4: 2,155 shares; 2026Q1: not reported; 2026Q2: 3,967 shares 3,967 $703K 0.01% new Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,106 shares 24,106 $700K 0.01% new 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: 4,468 shares; 2024Q4: 4,162 shares; 2025Q1: 4,330 shares; 2025Q2: 13,144 shares; 2025Q3: 11,825 shares; 2025Q4: 10,411 shares; 2026Q1: not reported; 2026Q2: 7,350 shares 7,350 $700K 0.01% new Timeline IVOO 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: 1,940 shares; 2024Q4: 3,576 shares; 2025Q1: 4,014 shares; 2025Q2: 4,197 shares; 2025Q3: 4,321 shares; 2025Q4: 4,437 shares; 2026Q1: not reported; 2026Q2: 5,406 shares 5,406 $695K 0.01% new Timeline RPG 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: 10,080 shares; 2025Q3: 11,244 shares; 2025Q4: 11,696 shares; 2026Q1: not reported; 2026Q2: 12,354 shares 12,354 $695K 0.01% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,176 shares; 2025Q4: 11,924 shares; 2026Q1: not reported; 2026Q2: 20,603 shares 20,603 $695K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,940 shares; 2025Q3: 9,452 shares; 2025Q4: 9,544 shares; 2026Q1: not reported; 2026Q2: 15,146 shares 15,146 $689K 0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213,854 shares; 2025Q3: 233,452 shares; 2025Q4: 8,781 shares; 2026Q1: not reported; 2026Q2: 12,194 shares 12,194 $689K 0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 2,025 shares 2,025 $689K 0.01% new Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,469 shares; 2024Q4: 16,469 shares; 2025Q1: 16,469 shares; 2025Q2: 16,469 shares; 2025Q3: 15,219 shares; 2025Q4: 15,219 shares; 2026Q1: not reported; 2026Q2: 37,084 shares 37,084 $687K 0.01% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC 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: not reported; 2026Q2: 4,140 shares 4,140 $684K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC 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: 2,263 shares 2,263 $681K 0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 3,975 shares; 2025Q1: 3,197 shares; 2025Q2: 2,852 shares; 2025Q3: 2,965 shares; 2025Q4: 2,839 shares; 2026Q1: not reported; 2026Q2: 3,292 shares 3,292 $676K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,553 shares; 2025Q1: 40,585 shares; 2025Q2: 40,185 shares; 2025Q3: 40,229 shares; 2025Q4: 39,799 shares; 2026Q1: not reported; 2026Q2: 40,946 shares 40,946 $675K 0.01% new Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA 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: 9,323 shares 9,323 $675K 0.01% new 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: 16,196 shares; 2024Q4: 11,231 shares; 2025Q1: 11,232 shares; 2025Q2: 9,370 shares; 2025Q3: 9,120 shares; 2025Q4: 4,924 shares; 2026Q1: not reported; 2026Q2: 9,480 shares 9,480 $671K 0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 425 shares; 2025Q3: 468 shares; 2025Q4: 490 shares; 2026Q1: not reported; 2026Q2: 2,120 shares 2,120 $670K 0.01% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,285 shares; 2024Q4: 1,191 shares; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: 1,936 shares; 2025Q4: 1,577 shares; 2026Q1: not reported; 2026Q2: 7,107 shares 7,107 $669K 0.01% new Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,546 shares 13,546 $668K 0.01% new 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: 12,663 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,064 shares; 2025Q4: 19,863 shares; 2026Q1: not reported; 2026Q2: 18,879 shares 18,879 $665K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 984 shares; 2025Q3: 767 shares; 2025Q4: 494 shares; 2026Q1: not reported; 2026Q2: 1,070 shares 1,070 $664K 0.01% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 3,225 shares 3,225 $663K 0.01% new 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: 11,876 shares; 2026Q1: not reported; 2026Q2: 8,281 shares 8,281 $659K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391 shares; 2024Q4: 444 shares; 2025Q1: 473 shares; 2025Q2: 436 shares; 2025Q3: 206 shares; 2025Q4: 137 shares; 2026Q1: not reported; 2026Q2: 506 shares 506 $648K 0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS 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: not reported; 2026Q2: 9,130 shares 9,130 $646K 0.01% new Timeline GMAY 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: 15,000 shares 15,000 $644K 0.01% new Timeline WTPI 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: 20,083 shares; 2025Q1: 23,181 shares; 2025Q2: 22,824 shares; 2025Q3: 20,020 shares; 2025Q4: 24,234 shares; 2026Q1: not reported; 2026Q2: 19,536 shares 19,536 $642K 0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494 shares; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: 523 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,754 shares 1,754 $639K 0.01% new Timeline IDV 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: 24,685 shares; 2025Q3: 18,016 shares; 2025Q4: 13,151 shares; 2026Q1: not reported; 2026Q2: 14,731 shares 14,731 $638K 0.01% new Timeline ONEV 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: 4,095 shares; 2026Q1: not reported; 2026Q2: 4,292 shares 4,292 $636K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,511 shares 17,511 $635K 0.01% new 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: 31,134 shares; 2024Q4: 8,623 shares; 2025Q1: 11,641 shares; 2025Q2: 71,524 shares; 2025Q3: 73,287 shares; 2025Q4: 73,687 shares; 2026Q1: not reported; 2026Q2: 15,039 shares 15,039 $634K 0.01% new Timeline TKR TIMKEN CO More: the full row for TIMKEN 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: 4,486 shares 4,486 $633K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: 2,657 shares; 2025Q1: not reported; 2025Q2: 3,890 shares; 2025Q3: 2,739 shares; 2025Q4: 2,603 shares; 2026Q1: not reported; 2026Q2: 8,146 shares 8,146 $631K 0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH 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: 5,527 shares 5,527 $629K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,516 shares; 2025Q3: 7,087 shares; 2025Q4: 6,056 shares; 2026Q1: not reported; 2026Q2: 2,765 shares 2,765 $627K 0.01% new Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 16,600 shares; 2025Q4: 16,600 shares; 2026Q1: not reported; 2026Q2: 14,900 shares 14,900 $622K 0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ 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: 23,631 shares 23,631 $620K 0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,453 shares 4,453 $620K 0.01% new Timeline ICSH 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: 12,146 shares 12,146 $613K 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,723 shares; 2025Q3: 9,963 shares; 2025Q4: 10,399 shares; 2026Q1: 10,331 shares; 2026Q2: 10,467 shares 10,467 $611K 0.01% +136 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 5,859 shares 5,859 $609K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,866 shares; 2024Q4: 12,195 shares; 2025Q1: 13,623 shares; 2025Q2: 7,546 shares; 2025Q3: 7,700 shares; 2025Q4: 9,157 shares; 2026Q1: not reported; 2026Q2: 11,559 shares 11,559 $607K 0.01% new 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: 1,774 shares; 2024Q4: 1,448 shares; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,365 shares; 2025Q4: 3,488 shares; 2026Q1: 1,609 shares; 2026Q2: 4,321 shares 4,321 $606K 0.01% +2,712 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 9,921 shares; 2026Q1: not reported; 2026Q2: 17,182 shares 17,182 $606K 0.01% new Timeline DISV 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: not reported; 2026Q1: not reported; 2026Q2: 14,509 shares 14,509 $605K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,044 shares; 2025Q2: 2,333 shares; 2025Q3: 1,707 shares; 2025Q4: 1,339 shares; 2026Q1: 484 shares; 2026Q2: 1,245 shares 1,245 $605K 0.01% +761 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,420 shares; 2025Q2: 12,420 shares; 2025Q3: 11,920 shares; 2025Q4: 11,920 shares; 2026Q1: not reported; 2026Q2: 11,920 shares 11,920 $602K 0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,564 shares; 2025Q4: 3,123 shares; 2026Q1: not reported; 2026Q2: 4,247 shares 4,247 $598K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,432 shares; 2024Q4: 4,323 shares; 2025Q1: 4,416 shares; 2025Q2: 7,665 shares; 2025Q3: 6,013 shares; 2025Q4: 4,043 shares; 2026Q1: not reported; 2026Q2: 3,515 shares 3,515 $597K 0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,114 shares; 2025Q1: 2,855 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,327 shares; 2026Q1: not reported; 2026Q2: 5,733 shares 5,733 $596K 0.01% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,969 shares 21,969 $596K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,574 shares 1,574 $588K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,398 shares; 2025Q3: 2,436 shares; 2025Q4: 1,710 shares; 2026Q1: not reported; 2026Q2: 2,125 shares 2,125 $577K 0.01% new Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,100 shares 6,100 $568K 0.01% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK 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: 11,065 shares; 2026Q1: not reported; 2026Q2: 7,641 shares 7,641 $567K 0.01% new 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: 4,003 shares; 2024Q4: 3,680 shares; 2025Q1: 3,907 shares; 2025Q2: 9,014 shares; 2025Q3: 6,966 shares; 2025Q4: 5,176 shares; 2026Q1: not reported; 2026Q2: 4,978 shares 4,978 $567K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,988 shares; 2025Q2: 3,950 shares; 2025Q3: 3,914 shares; 2025Q4: 3,823 shares; 2026Q1: 2,980 shares; 2026Q2: 3,933 shares 3,933 $566K 0.01% +953 Timeline CAGE 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: not reported; 2026Q2: 20,779 shares 20,779 $564K 0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 964 shares; 2025Q3: 1,007 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,774 shares 3,774 $563K 0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,114 shares 5,114 $561K 0.01% new Timeline USFR 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: 11,068 shares 11,068 $559K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,868 shares 3,868 $555K 0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,251 shares 18,251 $553K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,472 shares 3,472 $552K 0.01% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,177 shares; 2024Q4: 14,440 shares; 2025Q1: 12,671 shares; 2025Q2: 11,293 shares; 2025Q3: 10,406 shares; 2025Q4: 9,536 shares; 2026Q1: not reported; 2026Q2: 10,877 shares 10,877 $551K 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,349 shares 5,349 $547K 0.01% new Timeline AVSF 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,793 shares 11,793 $546K 0.01% new Timeline VNLA 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: not reported; 2025Q4: 11,963 shares; 2026Q1: not reported; 2026Q2: 11,155 shares 11,155 $546K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,076 shares; 2025Q3: 13,248 shares; 2025Q4: 12,741 shares; 2026Q1: not reported; 2026Q2: 39,027 shares 39,027 $546K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,102 shares; 2025Q1: 1,149 shares; 2025Q2: 5,183 shares; 2025Q3: 3,730 shares; 2025Q4: 2,411 shares; 2026Q1: not reported; 2026Q2: 2,241 shares 2,241 $543K 0.01% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,133 shares; 2024Q4: 25,432 shares; 2025Q1: 21,432 shares; 2025Q2: 21,515 shares; 2025Q3: 21,515 shares; 2025Q4: 21,577 shares; 2026Q1: not reported; 2026Q2: 20,948 shares 20,948 $538K 0.01% new Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES 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: 9,241 shares; 2026Q1: not reported; 2026Q2: 8,083 shares 8,083 $536K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,657 shares 12,657 $536K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,806 shares; 2025Q2: 1,801 shares; 2025Q3: 3,223 shares; 2025Q4: 3,734 shares; 2026Q1: 1,285 shares; 2026Q2: 3,580 shares 3,580 $532K 0.01% +2,295 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 961 shares; 2025Q3: 4,620 shares; 2025Q4: 6,678 shares; 2026Q1: not reported; 2026Q2: 2,080 shares 2,080 $532K 0.01% new Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE 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: not reported; 2026Q1: not reported; 2026Q2: 11,409 shares 11,409 $531K 0.01% new Timeline PINK 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: 299,920 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,616 shares 13,616 $529K 0.01% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,542 shares; 2024Q4: 8,771 shares; 2025Q1: 8,771 shares; 2025Q2: 3,788 shares; 2025Q3: 3,902 shares; 2025Q4: 4,027 shares; 2026Q1: not reported; 2026Q2: 4,991 shares 4,991 $529K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,661 shares; 2025Q3: 51,173 shares; 2025Q4: 8,165 shares; 2026Q1: not reported; 2026Q2: 7,461 shares 7,461 $528K 0.01% new Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,729 shares; 2024Q4: 24,919 shares; 2025Q1: 21,950 shares; 2025Q2: 23,143 shares; 2025Q3: 38,066 shares; 2025Q4: 36,589 shares; 2026Q1: not reported; 2026Q2: 42,002 shares 42,002 $528K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,638 shares; 2024Q4: 4,739 shares; 2025Q1: 4,646 shares; 2025Q2: 3,384 shares; 2025Q3: 3,403 shares; 2025Q4: 3,203 shares; 2026Q1: not reported; 2026Q2: 4,356 shares 4,356 $525K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,230 shares; 2026Q1: 2,042 shares; 2026Q2: 4,380 shares 4,380 $524K 0.01% +2,338 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,266 shares 2,266 $523K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 5,646 shares 5,646 $519K 0.01% new Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,872 shares; 2025Q3: 3,069 shares; 2025Q4: 1,456 shares; 2026Q1: not reported; 2026Q2: 3,615 shares 3,615 $518K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,081 shares 8,081 $517K 0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,982 shares; 2024Q4: 6,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,143 shares 6,143 $516K 0.01% new 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: 5,707 shares; 2025Q3: 4,155 shares; 2025Q4: 2,728 shares; 2026Q1: not reported; 2026Q2: 3,497 shares 3,497 $515K 0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,666 shares; 2025Q1: 14,207 shares; 2025Q2: 41,921 shares; 2025Q3: 46,865 shares; 2025Q4: 49,158 shares; 2026Q1: 49,525 shares; 2026Q2: 55,373 shares 55,373 $511K 0.01% +5,848 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: 1,210 shares; 2025Q4: 1,046 shares; 2026Q1: not reported; 2026Q2: 2,788 shares 2,788 $510K 0.01% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,792 shares; 2025Q3: 14,546 shares; 2025Q4: 15,899 shares; 2026Q1: 15,905 shares; 2026Q2: 19,465 shares 19,465 $508K 0.01% +3,560 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: 5,136 shares; 2024Q4: 2,833 shares; 2025Q1: 2,818 shares; 2025Q2: 3,104 shares; 2025Q3: 3,095 shares; 2025Q4: 3,086 shares; 2026Q1: not reported; 2026Q2: 4,542 shares 4,542 $506K 0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,058 shares; 2024Q4: 7,213 shares; 2025Q1: 7,529 shares; 2025Q2: 7,357 shares; 2025Q3: 7,350 shares; 2025Q4: 7,854 shares; 2026Q1: not reported; 2026Q2: 5,021 shares 5,021 $506K 0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,736 shares; 2024Q4: 4,064 shares; 2025Q1: 4,089 shares; 2025Q2: 4,165 shares; 2025Q3: 4,866 shares; 2025Q4: 4,793 shares; 2026Q1: not reported; 2026Q2: 5,621 shares 5,621 $505K 0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP 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: 43,237 shares 43,237 $505K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,519 shares; 2024Q4: 52,301 shares; 2025Q1: 36,580 shares; 2025Q2: 42,593 shares; 2025Q3: 36,000 shares; 2025Q4: 35,231 shares; 2026Q1: not reported; 2026Q2: 8,974 shares 8,974 $503K 0.01% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,114 shares; 2025Q1: 4,423 shares; 2025Q2: 6,824 shares; 2025Q3: 7,088 shares; 2025Q4: 7,872 shares; 2026Q1: not reported; 2026Q2: 7,984 shares 7,984 $503K 0.01% new 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: 3,156 shares; 2025Q3: 2,509 shares; 2025Q4: 2,068 shares; 2026Q1: not reported; 2026Q2: 2,421 shares 2,421 $503K 0.01% new 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: 2,225 shares; 2026Q1: not reported; 2026Q2: 7,489 shares 7,489 $501K 0.01% new Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,825 shares; 2024Q4: 19,969 shares; 2025Q1: 20,128 shares; 2025Q2: 20,294 shares; 2025Q3: 20,441 shares; 2025Q4: 20,584 shares; 2026Q1: not reported; 2026Q2: 20,910 shares 20,910 $500K 0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING 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: not reported; 2026Q2: 3,476 shares 3,476 $499K 0.01% new 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: 4,163 shares; 2024Q4: 3,504 shares; 2025Q1: not reported; 2025Q2: 6,396 shares; 2025Q3: 5,457 shares; 2025Q4: 5,911 shares; 2026Q1: not reported; 2026Q2: 2,717 shares 2,717 $498K 0.01% new Timeline USHY 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: 5,593 shares; 2025Q2: 5,733 shares; 2025Q3: not reported; 2025Q4: 5,627 shares; 2026Q1: not reported; 2026Q2: 13,552 shares 13,552 $497K 0.01% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,100 shares 7,100 $497K 0.01% new 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: 14,435 shares; 2024Q4: 6,738 shares; 2025Q1: 10,170 shares; 2025Q2: not reported; 2025Q3: 7,034 shares; 2025Q4: 7,121 shares; 2026Q1: not reported; 2026Q2: 10,577 shares 10,577 $492K 0.01% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,568 shares; 2026Q1: not reported; 2026Q2: 5,163 shares 5,163 $492K 0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,563 shares; 2024Q4: 8,702 shares; 2025Q1: 9,069 shares; 2025Q2: 4,659 shares; 2025Q3: 3,711 shares; 2025Q4: 3,491 shares; 2026Q1: not reported; 2026Q2: 4,248 shares 4,248 $489K 0.01% new Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,069 shares; 2024Q4: 38,069 shares; 2025Q1: 38,069 shares; 2025Q2: 38,069 shares; 2025Q3: 37,869 shares; 2025Q4: 32,769 shares; 2026Q1: not reported; 2026Q2: 32,270 shares 32,270 $489K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 372 shares; 2026Q1: not reported; 2026Q2: 465 shares 465 $487K 0.01% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,761 shares; 2024Q4: 8,643 shares; 2025Q1: 8,825 shares; 2025Q2: 9,395 shares; 2025Q3: 12,575 shares; 2025Q4: 12,825 shares; 2026Q1: not reported; 2026Q2: 13,020 shares 13,020 $485K 0.01% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,763 shares; 2024Q4: 6,368 shares; 2025Q1: 5,666 shares; 2025Q2: 6,496 shares; 2025Q3: 4,783 shares; 2025Q4: 2,122 shares; 2026Q1: not reported; 2026Q2: 4,793 shares 4,793 $485K 0.01% new Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 1,373 shares 1,373 $483K 0.01% new 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: 21,237 shares; 2024Q4: 66,106 shares; 2025Q1: 21,105 shares; 2025Q2: 22,284 shares; 2025Q3: 20,610 shares; 2025Q4: 20,485 shares; 2026Q1: 19,989 shares; 2026Q2: 20,215 shares 20,215 $475K 0.01% +226 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 943 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,438 shares; 2025Q3: 1,555 shares; 2025Q4: 869 shares; 2026Q1: not reported; 2026Q2: 1,666 shares 1,666 $474K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,684 shares; 2025Q1: 11,697 shares; 2025Q2: 10,570 shares; 2025Q3: 6,104 shares; 2025Q4: 4,317 shares; 2026Q1: not reported; 2026Q2: 5,182 shares 5,182 $473K 0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 11,225 shares 11,225 $472K 0.01% new Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,325 shares 5,325 $472K 0.01% new Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,000 shares; 2025Q2: 161,741 shares; 2025Q3: 321,636 shares; 2025Q4: 65,039 shares; 2026Q1: not reported; 2026Q2: 49,967 shares 49,967 $471K 0.01% new Timeline XME 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: 6,381 shares; 2026Q1: not reported; 2026Q2: 4,561 shares 4,561 $470K 0.01% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,094 shares; 2025Q3: 19,122 shares; 2025Q4: 20,782 shares; 2026Q1: not reported; 2026Q2: 14,235 shares 14,235 $468K 0.01% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,426 shares 9,426 $467K 0.01% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR 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: 1,173 shares 1,173 $466K 0.01% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 42,242 shares 42,242 $466K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: not reported; 2026Q2: 1,479 shares 1,479 $464K 0.01% new Timeline FCOM 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: not reported; 2026Q2: 6,748 shares 6,748 $464K 0.01% new Timeline GFEB 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: 21,140 shares; 2024Q4: 16,690 shares; 2025Q1: 15,690 shares; 2025Q2: 10,690 shares; 2025Q3: 10,690 shares; 2025Q4: 10,690 shares; 2026Q1: not reported; 2026Q2: 10,466 shares 10,466 $461K 0.01% new Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,135 shares; 2024Q4: 25,181 shares; 2025Q1: 25,729 shares; 2025Q2: 12,420 shares; 2025Q3: 52,020 shares; 2025Q4: 52,020 shares; 2026Q1: 42,404 shares; 2026Q2: 51,667 shares 51,667 $461K 0.01% +9,263 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,529 shares; 2025Q3: 2,190 shares; 2025Q4: 2,180 shares; 2026Q1: not reported; 2026Q2: 4,542 shares 4,542 $460K 0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 4,923 shares 4,923 $459K 0.01% new Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,077 shares; 2025Q1: 22,648 shares; 2025Q2: 24,321 shares; 2025Q3: 143,295 shares; 2025Q4: 62,896 shares; 2026Q1: not reported; 2026Q2: 15,507 shares 15,507 $457K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,144 shares 5,144 $457K 0.01% 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: 8,282 shares; 2024Q4: 8,417 shares; 2025Q1: 8,282 shares; 2025Q2: 8,282 shares; 2025Q3: 8,282 shares; 2025Q4: 8,282 shares; 2026Q1: not reported; 2026Q2: 8,283 shares 8,283 $457K 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: 4,436 shares; 2025Q2: 4,378 shares; 2025Q3: 4,527 shares; 2025Q4: 4,263 shares; 2026Q1: 5,698 shares; 2026Q2: 11,564 shares 11,564 $452K 0.01% +5,866 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,974 shares; 2024Q4: 5,974 shares; 2025Q1: 6,073 shares; 2025Q2: 15,666 shares; 2025Q3: 11,354 shares; 2025Q4: 7,972 shares; 2026Q1: not reported; 2026Q2: 7,360 shares 7,360 $451K 0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,084 shares; 2024Q4: 11,542 shares; 2025Q1: 13,208 shares; 2025Q2: 44,911 shares; 2025Q3: 24,796 shares; 2025Q4: 17,610 shares; 2026Q1: not reported; 2026Q2: 12,585 shares 12,585 $449K 0.01% new Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,993 shares 11,993 $448K 0.01% new 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: 52,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,334 shares; 2026Q1: not reported; 2026Q2: 3,897 shares 3,897 $448K 0.01% new Timeline ILCG 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: 2,068 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: not reported; 2026Q2: 4,037 shares 4,037 $448K 0.01% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,674 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,384 shares; 2025Q4: 9,802 shares; 2026Q1: not reported; 2026Q2: 15,505 shares 15,505 $446K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 5,714 shares; 2025Q3: 3,769 shares; 2025Q4: 2,073 shares; 2026Q1: not reported; 2026Q2: 3,232 shares 3,232 $446K 0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 606 shares; 2025Q2: 1,785 shares; 2025Q3: 2,825 shares; 2025Q4: 3,422 shares; 2026Q1: not reported; 2026Q2: 1,230 shares 1,230 $445K 0.01% new Timeline RACK 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: not reported; 2026Q2: 9,607 shares 9,607 $444K 0.01% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 2,506 shares 2,506 $442K 0.01% new Timeline IJT 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: 2,557 shares 2,557 $441K 0.01% new 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: 9,447 shares; 2025Q3: 5,956 shares; 2025Q4: 4,255 shares; 2026Q1: not reported; 2026Q2: 5,092 shares 5,092 $441K 0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,909 shares; 2024Q4: 16,153 shares; 2025Q1: 14,221 shares; 2025Q2: 13,123 shares; 2025Q3: 12,818 shares; 2025Q4: 12,823 shares; 2026Q1: not reported; 2026Q2: 4,080 shares 4,080 $439K 0.01% new 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: 7,965 shares 7,965 $434K 0.01% new Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,890 shares 16,890 $432K 0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 2,841 shares 2,841 $429K 0.01% new 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: 10,025 shares 10,025 $428K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,768 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,607 shares 6,607 $427K 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: 16,735 shares; 2024Q4: 15,881 shares; 2025Q1: 16,160 shares; 2025Q2: 16,301 shares; 2025Q3: 16,048 shares; 2025Q4: 15,620 shares; 2026Q1: not reported; 2026Q2: 15,187 shares 15,187 $427K 0.01% new 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: not reported; 2026Q1: not reported; 2026Q2: 8,880 shares 8,880 $425K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,783 shares; 2025Q3: 5,400 shares; 2025Q4: 4,607 shares; 2026Q1: not reported; 2026Q2: 3,158 shares 3,158 $425K 0.01% new 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: 1,490 shares; 2024Q4: 1,298 shares; 2025Q1: 1,065 shares; 2025Q2: 1,044 shares; 2025Q3: 842 shares; 2025Q4: 882 shares; 2026Q1: not reported; 2026Q2: 1,437 shares 1,437 $424K 0.01% new Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 12,321 shares 12,321 $423K 0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,197 shares; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,140 shares 2,140 $419K 0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL 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: 2,637 shares 2,637 $419K 0.01% new 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: 21,699 shares; 2024Q4: 19,001 shares; 2025Q1: 23,651 shares; 2025Q2: 27,948 shares; 2025Q3: 21,229 shares; 2025Q4: 3,692 shares; 2026Q1: not reported; 2026Q2: 5,044 shares 5,044 $419K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: not reported; 2025Q1: 1,534 shares; 2025Q2: 975 shares; 2025Q3: 1,340 shares; 2025Q4: 1,185 shares; 2026Q1: not reported; 2026Q2: 2,131 shares 2,131 $419K 0.01% new Timeline QXO QXO INC More: the full row for QXO 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: 8,587 shares; 2026Q1: not reported; 2026Q2: 29,632 shares 29,632 $419K 0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,156 shares; 2026Q1: 954 shares; 2026Q2: 1,543 shares 1,543 $419K 0.01% +589 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: 17,450 shares; 2024Q4: 15,425 shares; 2025Q1: 10,625 shares; 2025Q2: 10,625 shares; 2025Q3: 10,625 shares; 2025Q4: 10,225 shares; 2026Q1: not reported; 2026Q2: 9,026 shares 9,026 $414K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,049 shares 5,049 $414K 0.01% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,530 shares; 2024Q4: 9,626 shares; 2025Q1: 9,720 shares; 2025Q2: 9,737 shares; 2025Q3: 9,314 shares; 2025Q4: 9,021 shares; 2026Q1: not reported; 2026Q2: 10,606 shares 10,606 $412K 0.01% new 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: 9,824 shares; 2024Q4: 9,824 shares; 2025Q1: 9,824 shares; 2025Q2: 9,824 shares; 2025Q3: 9,224 shares; 2025Q4: 9,224 shares; 2026Q1: not reported; 2026Q2: 9,225 shares 9,225 $411K 0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,758 shares; 2024Q4: 16,321 shares; 2025Q1: 5,163 shares; 2025Q2: 9,468 shares; 2025Q3: 9,565 shares; 2025Q4: 5,266 shares; 2026Q1: not reported; 2026Q2: 2,783 shares 2,783 $410K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA 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: 5,359 shares; 2026Q2: 9,285 shares 9,285 $409K 0.01% +3,926 Timeline DVY 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: 1,789 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,486 shares 2,486 $406K 0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS 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: 20,252 shares 20,252 $406K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,443 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 1,037 shares; 2026Q1: not reported; 2026Q2: 1,707 shares 1,707 $406K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,312 shares; 2026Q1: not reported; 2026Q2: 1,451 shares 1,451 $404K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 1,730 shares; 2025Q4: 2,244 shares; 2026Q1: not reported; 2026Q2: 4,095 shares 4,095 $404K 0.01% new Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC 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: not reported; 2026Q2: 17,560 shares 17,560 $404K 0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,603 shares; 2024Q4: 15,473 shares; 2025Q1: 8,704 shares; 2025Q2: 9,519 shares; 2025Q3: 9,353 shares; 2025Q4: 9,968 shares; 2026Q1: not reported; 2026Q2: 8,820 shares 8,820 $404K 0.01% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,606 shares 4,606 $403K 0.01% new Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,478 shares 10,478 $402K 0.01% new Timeline SLQD 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: 8,013 shares 8,013 $402K 0.01% new Timeline FOTO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,547 shares 21,547 $402K 0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,176 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,133 shares 2,133 $401K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,676 shares 2,676 $395K 0.01% new Timeline SHYL 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: 7,843 shares; 2024Q4: 7,839 shares; 2025Q1: 7,963 shares; 2025Q2: 12,356 shares; 2025Q3: 12,620 shares; 2025Q4: 13,373 shares; 2026Q1: not reported; 2026Q2: 8,970 shares 8,970 $394K 0.01% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,657 shares; 2024Q4: 7,572 shares; 2025Q1: 7,572 shares; 2025Q2: 7,922 shares; 2025Q3: 7,922 shares; 2025Q4: 7,922 shares; 2026Q1: not reported; 2026Q2: 8,090 shares 8,090 $394K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,608 shares; 2024Q4: 12,562 shares; 2025Q1: 13,146 shares; 2025Q2: 12,392 shares; 2025Q3: 9,896 shares; 2025Q4: 10,006 shares; 2026Q1: not reported; 2026Q2: 10,754 shares 10,754 $394K 0.01% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR 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: 11,452 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,469 shares 33,469 $394K 0.01% new Timeline CGHY CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,560 shares; 2026Q1: not reported; 2026Q2: 15,631 shares 15,631 $393K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,344 shares 2,344 $393K 0.01% new Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,198 shares 1,198 $392K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,571 shares 1,571 $390K 0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 4,847 shares 4,847 $390K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 22,697 shares 22,697 $389K 0.01% new Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES 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: 15,932 shares 15,932 $389K 0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,021 shares; 2025Q3: 2,203 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,238 shares 2,238 $388K 0.01% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,627 shares; 2025Q4: 22,060 shares; 2026Q1: not reported; 2026Q2: 19,153 shares 19,153 $388K 0.01% new Timeline ATI ATI INC More: the full row for ATI 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: 2,014 shares 2,014 $388K 0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792 shares; 2024Q4: 503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares; 2025Q4: 548 shares; 2026Q1: not reported; 2026Q2: 277 shares 277 $387K 0.01% new Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,470 shares; 2024Q4: 11,795 shares; 2025Q1: 11,795 shares; 2025Q2: 11,865 shares; 2025Q3: 11,865 shares; 2025Q4: 13,165 shares; 2026Q1: not reported; 2026Q2: 13,146 shares 13,146 $387K 0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,961 shares 1,961 $386K 0.01% new Timeline SDOG 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: 5,282 shares; 2024Q4: 5,282 shares; 2025Q1: 5,282 shares; 2025Q2: 5,282 shares; 2025Q3: 5,282 shares; 2025Q4: 5,282 shares; 2026Q1: not reported; 2026Q2: 5,349 shares 5,349 $386K 0.01% new 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: not reported; 2026Q2: 1,387 shares 1,387 $384K 0.01% new 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: 5,532 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,679 shares 7,679 $383K 0.01% new Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP 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: not reported; 2026Q2: 2,731 shares 2,731 $383K 0.01% new Timeline COLO 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: 8,547 shares 8,547 $381K 0.01% new Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,125 shares 13,125 $381K 0.01% new Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS 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: 14,326 shares 14,326 $381K 0.01% new Timeline HEQT 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: 10,784 shares; 2026Q1: not reported; 2026Q2: 11,368 shares 11,368 $380K 0.01% new Timeline NCNO NCINO INC More: the full row for NCINO 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: 21,507 shares 21,507 $380K 0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,912 shares; 2024Q4: 3,790 shares; 2025Q1: not reported; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 8,033 shares; 2026Q1: 5,680 shares; 2026Q2: 5,969 shares 5,969 $378K 0.01% +289 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,345 shares; 2025Q3: 23,534 shares; 2025Q4: 22,003 shares; 2026Q1: 20,917 shares; 2026Q2: 23,858 shares 23,858 $377K 0.01% +2,941 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,878 shares 6,878 $375K 0.01% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917 shares; 2024Q4: 909 shares; 2025Q1: 1,179 shares; 2025Q2: 3,358 shares; 2025Q3: 2,766 shares; 2025Q4: 2,336 shares; 2026Q1: not reported; 2026Q2: 2,267 shares 2,267 $374K 0.01% new Timeline NVBW 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: not reported; 2025Q3: 10,455 shares; 2025Q4: 10,455 shares; 2026Q1: not reported; 2026Q2: 10,456 shares 10,456 $373K 0.01% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,211 shares; 2025Q3: 17,522 shares; 2025Q4: 17,746 shares; 2026Q1: 14,628 shares; 2026Q2: 22,525 shares 22,525 $372K 0.01% +7,897 Timeline EMC 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: 16,316 shares; 2024Q4: 13,422 shares; 2025Q1: 13,422 shares; 2025Q2: 13,478 shares; 2025Q3: 13,478 shares; 2025Q4: 12,273 shares; 2026Q1: 11,177 shares; 2026Q2: 10,580 shares 10,580 $371K 0.01% -597 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,610 shares; 2024Q4: 17,611 shares; 2025Q1: 16,564 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,930 shares 14,930 $370K 0.01% new Timeline ARGT 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: 3,953 shares 3,953 $370K 0.01% new Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A 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: 18,690 shares 18,690 $370K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 562 shares; 2025Q4: 578 shares; 2026Q1: not reported; 2026Q2: 704 shares 704 $370K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,704 shares 1,704 $369K 0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,642 shares; 2024Q4: 11,470 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,032 shares 11,032 $369K 0.01% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,676 shares 2,676 $368K 0.01% new Timeline IBDX 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: 13,789 shares; 2026Q2: 14,736 shares 14,736 $366K 0.01% +947 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,609 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,840 shares 9,840 $363K 0.01% new 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: 17,955 shares; 2025Q3: 20,176 shares; 2025Q4: 22,573 shares; 2026Q1: not reported; 2026Q2: 18,577 shares 18,577 $362K 0.01% new Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 2,140 shares 2,140 $361K 0.01% new Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,731 shares; 2024Q4: 6,091 shares; 2025Q1: 6,418 shares; 2025Q2: 6,456 shares; 2025Q3: 6,206 shares; 2025Q4: 6,151 shares; 2026Q1: not reported; 2026Q2: 5,154 shares 5,154 $361K 0.01% new 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: not reported; 2025Q3: 11,022 shares; 2025Q4: 11,161 shares; 2026Q1: not reported; 2026Q2: 5,308 shares 5,308 $355K 0.01% new Timeline DUSB 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: 6,092 shares; 2026Q1: not reported; 2026Q2: 6,986 shares 6,986 $354K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,441 shares; 2025Q3: 11,312 shares; 2025Q4: 11,861 shares; 2026Q1: not reported; 2026Q2: 20,162 shares 20,162 $352K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 2,642 shares; 2026Q1: not reported; 2026Q2: 4,329 shares 4,329 $352K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,630 shares; 2024Q4: 4,753 shares; 2025Q1: not reported; 2025Q2: 3,288 shares; 2025Q3: 3,746 shares; 2025Q4: 3,492 shares; 2026Q1: not reported; 2026Q2: 6,107 shares 6,107 $351K 0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,110 shares; 2026Q1: not reported; 2026Q2: 3,670 shares 3,670 $351K 0.01% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO 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: 5,006 shares 5,006 $350K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,242 shares; 2025Q3: 4,664 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,085 shares 3,085 $349K 0.01% new Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,685 shares; 2024Q4: 25,848 shares; 2025Q1: 32,159 shares; 2025Q2: 40,142 shares; 2025Q3: 44,996 shares; 2025Q4: 48,741 shares; 2026Q1: not reported; 2026Q2: 21,889 shares 21,889 $347K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,396 shares 4,396 $346K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,717 shares; 2025Q2: 4,887 shares; 2025Q3: 4,314 shares; 2025Q4: 3,714 shares; 2026Q1: not reported; 2026Q2: 2,509 shares 2,509 $345K 0.01% new Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN 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: 28,036 shares 28,036 $343K 0.01% new Timeline