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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,022 shares; 2025Q3: 15,022 shares; 2025Q4: 15,011 shares; 2026Q1: 19,725 shares; 2026Q2: 19,462 shares 19,462 $950K 0.03% -263 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: 10,079 shares; 2024Q4: 10,323 shares; 2025Q1: 10,341 shares; 2025Q2: 10,508 shares; 2025Q3: 10,855 shares; 2025Q4: 9,755 shares; 2026Q1: 2,648 shares; 2026Q2: 2,800 shares 2,800 $948K 0.03% +152 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: 22,588 shares; 2024Q4: 19,813 shares; 2025Q1: 19,504 shares; 2025Q2: 19,122 shares; 2025Q3: 17,434 shares; 2025Q4: 13,326 shares; 2026Q1: 13,617 shares; 2026Q2: 16,336 shares 16,336 $945K 0.03% +2,719 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,987 shares; 2026Q2: 25,904 shares 25,904 $941K 0.03% -83 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares; 2026Q2: 6,685 shares 6,685 $940K 0.03% +3,567 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,853 shares; 2024Q4: not reported; 2025Q1: 12,941 shares; 2025Q2: 12,009 shares; 2025Q3: 17,747 shares; 2025Q4: 13,419 shares; 2026Q1: 13,434 shares; 2026Q2: 13,019 shares 13,019 $939K 0.03% -415 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,245 shares; 2024Q4: not reported; 2025Q1: 21,586 shares; 2025Q2: 28,367 shares; 2025Q3: 27,766 shares; 2025Q4: 31,268 shares; 2026Q1: 34,084 shares; 2026Q2: 36,407 shares 36,407 $935K 0.03% +2,323 Timeline TECB 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: 13,020 shares 13,020 $934K 0.03% new Timeline LTPZ 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: 7,000 shares; 2025Q1: 8,167 shares; 2025Q2: 11,946 shares; 2025Q3: 11,727 shares; 2025Q4: 12,561 shares; 2026Q1: 13,187 shares; 2026Q2: 18,423 shares 18,423 $933K 0.03% +5,236 Timeline QUS 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: 4,989 shares; 2026Q2: 4,989 shares 4,989 $932K 0.03% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,129 shares; 2025Q4: 989 shares; 2026Q1: 2,744 shares; 2026Q2: 3,114 shares 3,114 $889K 0.03% +370 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,889 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,757 shares; 2025Q3: 3,871 shares; 2025Q4: not reported; 2026Q1: 1,362 shares; 2026Q2: 1,390 shares 1,390 $888K 0.03% +28 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,593 shares; 2024Q4: 40,899 shares; 2025Q1: 37,240 shares; 2025Q2: 22,090 shares; 2025Q3: 30,940 shares; 2025Q4: 44,974 shares; 2026Q1: 45,487 shares; 2026Q2: 55,087 shares 55,087 $881K 0.03% +9,600 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,557 shares; 2026Q2: 11,587 shares 11,587 $879K 0.03% +6,030 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,015 shares; 2024Q4: 4,024 shares; 2025Q1: not reported; 2025Q2: 2,813 shares; 2025Q3: 3,293 shares; 2025Q4: 3,738 shares; 2026Q1: 3,918 shares; 2026Q2: 6,561 shares 6,561 $867K 0.02% +2,643 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: 26,979 shares; 2026Q1: 32,032 shares; 2026Q2: 34,170 shares 34,170 $866K 0.02% +2,138 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,429 shares; 2024Q4: 5,020 shares; 2025Q1: 5,004 shares; 2025Q2: 5,006 shares; 2025Q3: 4,574 shares; 2025Q4: 2,816 shares; 2026Q1: 2,172 shares; 2026Q2: 2,089 shares 2,089 $856K 0.02% -83 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,516 shares; 2024Q4: 8,651 shares; 2025Q1: 9,933 shares; 2025Q2: 11,739 shares; 2025Q3: 10,331 shares; 2025Q4: 9,396 shares; 2026Q1: 7,422 shares; 2026Q2: 17,105 shares 17,105 $851K 0.02% +9,683 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,704 shares; 2024Q4: not reported; 2025Q1: 8,348 shares; 2025Q2: 6,787 shares; 2025Q3: 8,065 shares; 2025Q4: 7,405 shares; 2026Q1: 7,192 shares; 2026Q2: 8,316 shares 8,316 $850K 0.02% +1,124 Timeline RSSS RESEARCH SOLUTIONS INC More: the full row for RESEARCH SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,122 shares; 2024Q4: 182,582 shares; 2025Q1: 183,693 shares; 2025Q2: 282,702 shares; 2025Q3: 276,034 shares; 2025Q4: 289,517 shares; 2026Q1: 317,692 shares; 2026Q2: 365,599 shares 365,599 $848K 0.02% +47,907 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,221 shares; 2025Q4: 32,031 shares; 2026Q1: 37,563 shares; 2026Q2: 36,197 shares 36,197 $848K 0.02% -1,366 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: 877 shares; 2024Q4: 679 shares; 2025Q1: 688 shares; 2025Q2: 751 shares; 2025Q3: 874 shares; 2025Q4: 812 shares; 2026Q1: 818 shares; 2026Q2: 813 shares 813 $847K 0.02% -5 Timeline AHLT AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,631 shares; 2025Q3: 37,619 shares; 2025Q4: 26,685 shares; 2026Q1: 27,018 shares; 2026Q2: 29,007 shares 29,007 $838K 0.02% +1,989 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: 7,583 shares; 2024Q4: 5,607 shares; 2025Q1: 5,407 shares; 2025Q2: 5,706 shares; 2025Q3: 6,297 shares; 2025Q4: 5,734 shares; 2026Q1: 6,568 shares; 2026Q2: 6,115 shares 6,115 $837K 0.02% -453 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: 17,394 shares; 2024Q4: 12,950 shares; 2025Q1: 12,281 shares; 2025Q2: 11,740 shares; 2025Q3: 10,872 shares; 2025Q4: 10,270 shares; 2026Q1: 10,395 shares; 2026Q2: 10,725 shares 10,725 $832K 0.02% +330 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: 6,978 shares; 2024Q4: not reported; 2025Q1: 8,467 shares; 2025Q2: 15,080 shares; 2025Q3: 15,120 shares; 2025Q4: 10,851 shares; 2026Q1: 16,676 shares; 2026Q2: 9,157 shares 9,157 $831K 0.02% -7,519 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: 11,655 shares; 2024Q4: 11,026 shares; 2025Q1: 10,808 shares; 2025Q2: 10,687 shares; 2025Q3: 10,390 shares; 2025Q4: 10,084 shares; 2026Q1: 9,634 shares; 2026Q2: 9,245 shares 9,245 $830K 0.02% -389 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,622 shares; 2024Q4: 18,999 shares; 2025Q1: 19,209 shares; 2025Q2: 29,777 shares; 2025Q3: 30,662 shares; 2025Q4: 28,724 shares; 2026Q1: 40,091 shares; 2026Q2: 40,070 shares 40,070 $829K 0.02% -21 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: 15,301 shares; 2024Q4: 15,096 shares; 2025Q1: 15,772 shares; 2025Q2: 15,996 shares; 2025Q3: 15,427 shares; 2025Q4: 10,750 shares; 2026Q1: 10,357 shares; 2026Q2: 11,767 shares 11,767 $823K 0.02% +1,410 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: 3,687 shares; 2024Q4: 3,506 shares; 2025Q1: 3,571 shares; 2025Q2: 2,856 shares; 2025Q3: 2,976 shares; 2025Q4: 3,044 shares; 2026Q1: 2,854 shares; 2026Q2: 2,594 shares 2,594 $816K 0.02% -260 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,091 shares; 2024Q4: 15,016 shares; 2025Q1: 16,931 shares; 2025Q2: 17,723 shares; 2025Q3: 18,084 shares; 2025Q4: 16,983 shares; 2026Q1: 18,671 shares; 2026Q2: 19,233 shares 19,233 $816K 0.02% +562 Timeline GRID 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: 2,022 shares; 2026Q1: 2,418 shares; 2026Q2: 4,236 shares 4,236 $812K 0.02% +1,818 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,254 shares; 2025Q4: 7,732 shares; 2026Q1: 8,036 shares; 2026Q2: 8,967 shares 8,967 $810K 0.02% +931 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: 7,781 shares; 2024Q4: 5,519 shares; 2025Q1: 7,554 shares; 2025Q2: 6,832 shares; 2025Q3: 7,032 shares; 2025Q4: 8,917 shares; 2026Q1: 10,022 shares; 2026Q2: 9,266 shares 9,266 $805K 0.02% -756 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,505 shares; 2025Q3: 13,125 shares; 2025Q4: 13,472 shares; 2026Q1: 17,761 shares; 2026Q2: 17,535 shares 17,535 $805K 0.02% -226 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: 10,477 shares; 2024Q4: not reported; 2025Q1: 11,241 shares; 2025Q2: 11,264 shares; 2025Q3: 12,017 shares; 2025Q4: 12,724 shares; 2026Q1: 2,636 shares; 2026Q2: 2,620 shares 2,620 $802K 0.02% -16 Timeline AVSD 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: 9,416 shares; 2026Q1: 9,329 shares; 2026Q2: 9,952 shares 9,952 $795K 0.02% +623 Timeline NTIC NORTHERN TECHNOLOGIES INTL C More: the full row for NORTHERN TECHNOLOGIES INTL C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,580 shares; 2024Q4: 52,680 shares; 2025Q1: 57,719 shares; 2025Q2: 67,755 shares; 2025Q3: 86,932 shares; 2025Q4: 86,187 shares; 2026Q1: 88,077 shares; 2026Q2: 91,695 shares 91,695 $785K 0.02% +3,618 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: 6,589 shares; 2024Q4: 6,043 shares; 2025Q1: 5,782 shares; 2025Q2: 5,827 shares; 2025Q3: 5,080 shares; 2025Q4: 2,285 shares; 2026Q1: 2,303 shares; 2026Q2: 2,503 shares 2,503 $784K 0.02% +200 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,369 shares; 2024Q4: 56,126 shares; 2025Q1: 12,735 shares; 2025Q2: 12,089 shares; 2025Q3: 7,943 shares; 2025Q4: 7,608 shares; 2026Q1: 6,842 shares; 2026Q2: 7,092 shares 7,092 $783K 0.02% +250 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,451 shares; 2024Q4: not reported; 2025Q1: 4,111 shares; 2025Q2: 4,462 shares; 2025Q3: 4,478 shares; 2025Q4: 4,252 shares; 2026Q1: 4,877 shares; 2026Q2: 4,664 shares 4,664 $782K 0.02% -213 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,025 shares; 2024Q4: 16,301 shares; 2025Q1: 16,328 shares; 2025Q2: 16,959 shares; 2025Q3: 15,793 shares; 2025Q4: 15,933 shares; 2026Q1: 16,840 shares; 2026Q2: 16,440 shares 16,440 $780K 0.02% -400 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 134,472 shares; 2026Q2: 137,419 shares 137,419 $778K 0.02% +2,947 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,230 shares; 2024Q4: 18,306 shares; 2025Q1: 16,620 shares; 2025Q2: 13,105 shares; 2025Q3: 12,777 shares; 2025Q4: 11,422 shares; 2026Q1: 12,297 shares; 2026Q2: 12,422 shares 12,422 $773K 0.02% +125 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES 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: 17,759 shares; 2026Q1: 17,908 shares; 2026Q2: 19,282 shares 19,282 $772K 0.02% +1,374 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: 3,069 shares; 2025Q3: 5,596 shares; 2025Q4: 5,550 shares; 2026Q1: 5,996 shares; 2026Q2: 6,624 shares 6,624 $768K 0.02% +628 Timeline BBHY 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: 12,556 shares; 2024Q4: 12,572 shares; 2025Q1: 9,163 shares; 2025Q2: 11,682 shares; 2025Q3: 11,697 shares; 2025Q4: 11,635 shares; 2026Q1: 16,651 shares; 2026Q2: 16,569 shares 16,569 $764K 0.02% -82 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,541 shares; 2026Q1: 13,584 shares; 2026Q2: 14,114 shares 14,114 $756K 0.02% +530 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,019 shares; 2025Q3: 5,353 shares; 2025Q4: 5,524 shares; 2026Q1: 6,278 shares; 2026Q2: 6,495 shares 6,495 $756K 0.02% +217 Timeline ITT ITT INC More: the full row for ITT 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: 4,117 shares; 2026Q2: 3,823 shares 3,823 $756K 0.02% -294 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,381 shares; 2026Q2: 14,117 shares 14,117 $751K 0.02% +9,736 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: 8,911 shares; 2024Q4: 9,353 shares; 2025Q1: 9,069 shares; 2025Q2: 6,535 shares; 2025Q3: 7,717 shares; 2025Q4: 8,491 shares; 2026Q1: 12,471 shares; 2026Q2: 15,885 shares 15,885 $746K 0.02% +3,414 Timeline FIXD 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: 123,402 shares; 2024Q4: 129,799 shares; 2025Q1: 144,085 shares; 2025Q2: 153,087 shares; 2025Q3: 152,290 shares; 2025Q4: 10,030 shares; 2026Q1: not reported; 2026Q2: 17,044 shares 17,044 $743K 0.02% new Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,040 shares 19,040 $742K 0.02% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,532 shares; 2024Q4: 12,882 shares; 2025Q1: 18,382 shares; 2025Q2: not reported; 2025Q3: 23,355 shares; 2025Q4: 22,937 shares; 2026Q1: 33,695 shares; 2026Q2: 36,327 shares 36,327 $740K 0.02% +2,632 Timeline CLOI 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: 5,701 shares; 2026Q1: 10,010 shares; 2026Q2: 13,932 shares 13,932 $738K 0.02% +3,922 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,242 shares; 2024Q4: 7,597 shares; 2025Q1: 7,333 shares; 2025Q2: 7,490 shares; 2025Q3: 7,595 shares; 2025Q4: 6,950 shares; 2026Q1: 3,950 shares; 2026Q2: 3,293 shares 3,293 $737K 0.02% -657 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,148 shares; 2024Q4: 34,133 shares; 2025Q1: 31,243 shares; 2025Q2: 31,852 shares; 2025Q3: 33,641 shares; 2025Q4: 10,428 shares; 2026Q1: 9,540 shares; 2026Q2: 9,110 shares 9,110 $736K 0.02% -430 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 8,301 shares; 2025Q3: 7,899 shares; 2025Q4: 7,614 shares; 2026Q1: 8,300 shares; 2026Q2: 9,227 shares 9,227 $733K 0.02% +927 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,748 shares; 2024Q4: not reported; 2025Q1: 18,235 shares; 2025Q2: 18,304 shares; 2025Q3: 18,366 shares; 2025Q4: 18,279 shares; 2026Q1: 20,441 shares; 2026Q2: 23,562 shares 23,562 $733K 0.02% +3,121 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: 14,944 shares; 2024Q4: not reported; 2025Q1: 7,755 shares; 2025Q2: 8,044 shares; 2025Q3: 7,219 shares; 2025Q4: 6,748 shares; 2026Q1: 8,547 shares; 2026Q2: 12,053 shares 12,053 $728K 0.02% +3,506 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,044 shares; 2024Q4: not reported; 2025Q1: 15,481 shares; 2025Q2: 15,917 shares; 2025Q3: 17,408 shares; 2025Q4: 18,007 shares; 2026Q1: 19,615 shares; 2026Q2: 19,089 shares 19,089 $727K 0.02% -526 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 1,632 shares; 2025Q1: 1,888 shares; 2025Q2: 1,935 shares; 2025Q3: 2,087 shares; 2025Q4: 2,089 shares; 2026Q1: 2,107 shares; 2026Q2: 2,117 shares 2,117 $726K 0.02% +10 Timeline FIIG 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: 34,867 shares 34,867 $722K 0.02% new Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,618 shares; 2026Q2: 13,611 shares 13,611 $722K 0.02% -7 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,236 shares; 2026Q2: 2,528 shares 2,528 $720K 0.02% -1,708 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: 1,471 shares; 2025Q1: 1,770 shares; 2025Q2: 3,244 shares; 2025Q3: 3,410 shares; 2025Q4: 4,077 shares; 2026Q1: 4,205 shares; 2026Q2: 3,712 shares 3,712 $717K 0.02% -493 Timeline IGM 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: 4,382 shares 4,382 $717K 0.02% new Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,379 shares 22,379 $716K 0.02% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679 shares; 2024Q4: 670 shares; 2025Q1: 198 shares; 2025Q2: 159 shares; 2025Q3: 172 shares; 2025Q4: 179 shares; 2026Q1: 178 shares; 2026Q2: 223 shares 223 $713K 0.02% +45 Timeline LFTO LIFTOFF MOBILE INC More: the full row for LIFTOFF MOBILE 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: 29,659 shares 29,659 $712K 0.02% new Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,071 shares; 2024Q4: 15,233 shares; 2025Q1: 20,453 shares; 2025Q2: 19,340 shares; 2025Q3: 28,272 shares; 2025Q4: 28,489 shares; 2026Q1: 29,537 shares; 2026Q2: 35,427 shares 35,427 $710K 0.02% +5,890 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: not reported; 2025Q1: 1,531 shares; 2025Q2: 1,803 shares; 2025Q3: 1,988 shares; 2025Q4: 2,138 shares; 2026Q1: 2,364 shares; 2026Q2: 2,834 shares 2,834 $708K 0.02% +470 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: 2,486 shares; 2024Q4: not reported; 2025Q1: 1,962 shares; 2025Q2: 3,502 shares; 2025Q3: 3,509 shares; 2025Q4: 3,429 shares; 2026Q1: 3,556 shares; 2026Q2: 3,575 shares 3,575 $706K 0.02% +19 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: 5,030 shares; 2024Q4: 4,891 shares; 2025Q1: 5,987 shares; 2025Q2: 5,180 shares; 2025Q3: 5,799 shares; 2025Q4: 5,810 shares; 2026Q1: 4,967 shares; 2026Q2: 4,804 shares 4,804 $702K 0.02% -163 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: 1,648 shares; 2025Q1: 4,848 shares; 2025Q2: 5,286 shares; 2025Q3: 5,151 shares; 2025Q4: 4,653 shares; 2026Q1: 4,613 shares; 2026Q2: 4,362 shares 4,362 $700K 0.02% -251 Timeline XMHQ 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: 9,516 shares; 2024Q4: 9,597 shares; 2025Q1: 9,121 shares; 2025Q2: 8,692 shares; 2025Q3: 6,967 shares; 2025Q4: 6,105 shares; 2026Q1: 5,695 shares; 2026Q2: 6,187 shares 6,187 $698K 0.02% +492 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: 11,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,741 shares; 2026Q1: 8,087 shares; 2026Q2: 7,330 shares 7,330 $697K 0.02% -757 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,922 shares; 2024Q4: 22,493 shares; 2025Q1: 23,606 shares; 2025Q2: 22,363 shares; 2025Q3: 21,322 shares; 2025Q4: 20,908 shares; 2026Q1: 19,591 shares; 2026Q2: 19,454 shares 19,454 $696K 0.02% -137 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166 shares; 2024Q4: 1,442 shares; 2025Q1: 1,535 shares; 2025Q2: 1,685 shares; 2025Q3: 1,708 shares; 2025Q4: 1,783 shares; 2026Q1: 2,448 shares; 2026Q2: 2,457 shares 2,457 $695K 0.02% +9 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: 8,227 shares; 2024Q4: 8,033 shares; 2025Q1: 8,037 shares; 2025Q2: 8,060 shares; 2025Q3: 6,719 shares; 2025Q4: 6,883 shares; 2026Q1: 10,935 shares; 2026Q2: 12,251 shares 12,251 $690K 0.02% +1,316 Timeline CGSD 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: 40,022 shares; 2024Q4: 39,551 shares; 2025Q1: 40,551 shares; 2025Q2: 56,324 shares; 2025Q3: 56,668 shares; 2025Q4: 28,340 shares; 2026Q1: 28,707 shares; 2026Q2: 26,660 shares 26,660 $686K 0.02% -2,047 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,849 shares; 2024Q4: not reported; 2025Q1: 2,716 shares; 2025Q2: 2,749 shares; 2025Q3: 2,610 shares; 2025Q4: 2,631 shares; 2026Q1: 2,620 shares; 2026Q2: 2,530 shares 2,530 $678K 0.02% -90 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,443 shares; 2024Q4: not reported; 2025Q1: 8,921 shares; 2025Q2: 8,921 shares; 2025Q3: 8,228 shares; 2025Q4: 8,228 shares; 2026Q1: 8,228 shares; 2026Q2: 8,228 shares 8,228 $678K 0.02% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,587 shares 7,587 $677K 0.02% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,323 shares; 2024Q4: 29,584 shares; 2025Q1: 28,806 shares; 2025Q2: 25,908 shares; 2025Q3: 25,711 shares; 2025Q4: 9,646 shares; 2026Q1: 11,255 shares; 2026Q2: 11,723 shares 11,723 $676K 0.02% +468 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this 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: 14,140 shares 14,140 $675K 0.02% new 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: 6,062 shares; 2024Q4: 2,221 shares; 2025Q1: 2,421 shares; 2025Q2: 2,249 shares; 2025Q3: 1,869 shares; 2025Q4: 1,869 shares; 2026Q1: 3,273 shares; 2026Q2: 4,306 shares 4,306 $673K 0.02% +1,033 Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,585 shares; 2024Q4: not reported; 2025Q1: 56,864 shares; 2025Q2: 57,369 shares; 2025Q3: 56,972 shares; 2025Q4: 54,328 shares; 2026Q1: 58,976 shares; 2026Q2: 62,526 shares 62,526 $671K 0.02% +3,550 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,228 shares; 2024Q4: 3,017 shares; 2025Q1: 3,615 shares; 2025Q2: 4,410 shares; 2025Q3: 4,844 shares; 2025Q4: 5,213 shares; 2026Q1: 5,070 shares; 2026Q2: 5,670 shares 5,670 $671K 0.02% +600 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,260 shares; 2024Q4: 18,623 shares; 2025Q1: 19,180 shares; 2025Q2: 18,075 shares; 2025Q3: 17,339 shares; 2025Q4: 16,616 shares; 2026Q1: 16,032 shares; 2026Q2: 15,592 shares 15,592 $670K 0.02% -440 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: 9,915 shares; 2024Q4: 3,536 shares; 2025Q1: 4,030 shares; 2025Q2: 3,821 shares; 2025Q3: 3,964 shares; 2025Q4: 4,221 shares; 2026Q1: 4,064 shares; 2026Q2: 3,796 shares 3,796 $667K 0.02% -268 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,649 shares; 2024Q4: 29,049 shares; 2025Q1: 28,007 shares; 2025Q2: 27,185 shares; 2025Q3: 27,296 shares; 2025Q4: 26,615 shares; 2026Q1: 23,899 shares; 2026Q2: 24,399 shares 24,399 $665K 0.02% +500 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,492 shares 26,492 $664K 0.02% new Timeline MUNI 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: 21,971 shares; 2024Q4: 21,838 shares; 2025Q1: 21,584 shares; 2025Q2: 23,974 shares; 2025Q3: 24,571 shares; 2025Q4: 29,878 shares; 2026Q1: 19,919 shares; 2026Q2: 12,575 shares 12,575 $661K 0.02% -7,344 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,349 shares; 2026Q2: 3,305 shares 3,305 $660K 0.02% -44 Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,863 shares; 2024Q4: 5,254 shares; 2025Q1: 5,784 shares; 2025Q2: 21,486 shares; 2025Q3: 21,539 shares; 2025Q4: 12,971 shares; 2026Q1: 13,012 shares; 2026Q2: 14,712 shares 14,712 $659K 0.02% +1,700 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: 9,076 shares; 2024Q4: not reported; 2025Q1: 7,613 shares; 2025Q2: 7,117 shares; 2025Q3: 6,583 shares; 2025Q4: 6,077 shares; 2026Q1: 8,812 shares; 2026Q2: 9,156 shares 9,156 $658K 0.02% +344 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: 9,332 shares; 2024Q4: 9,514 shares; 2025Q1: 9,410 shares; 2025Q2: 9,903 shares; 2025Q3: 9,683 shares; 2025Q4: 6,734 shares; 2026Q1: 6,736 shares; 2026Q2: 12,049 shares 12,049 $651K 0.02% +5,313 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: 5,097 shares; 2026Q1: 6,817 shares; 2026Q2: 6,398 shares 6,398 $650K 0.02% -419 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,831 shares 6,831 $647K 0.02% 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: 27,237 shares; 2024Q4: 24,480 shares; 2025Q1: 23,838 shares; 2025Q2: 30,758 shares; 2025Q3: 31,089 shares; 2025Q4: 52,856 shares; 2026Q1: 19,136 shares; 2026Q2: 13,464 shares 13,464 $645K 0.02% -5,672 Timeline FXU 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: 16,452 shares; 2026Q1: 15,873 shares; 2026Q2: 13,061 shares 13,061 $644K 0.02% -2,812 Timeline FXO 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: 13,471 shares; 2026Q1: 10,331 shares; 2026Q2: 10,283 shares 10,283 $642K 0.02% -48 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: not reported; 2025Q1: 3,395 shares; 2025Q2: 3,453 shares; 2025Q3: 3,420 shares; 2025Q4: 3,874 shares; 2026Q1: 4,111 shares; 2026Q2: 4,075 shares 4,075 $640K 0.02% -36 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,824 shares; 2024Q4: 3,917 shares; 2025Q1: 3,362 shares; 2025Q2: 3,169 shares; 2025Q3: 3,076 shares; 2025Q4: 3,342 shares; 2026Q1: 3,363 shares; 2026Q2: 2,797 shares 2,797 $635K 0.02% -566 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,155 shares; 2026Q1: 5,554 shares; 2026Q2: 5,797 shares 5,797 $635K 0.02% +243 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,801 shares; 2024Q4: not reported; 2025Q1: 1,935 shares; 2025Q2: 1,872 shares; 2025Q3: 1,971 shares; 2025Q4: 1,981 shares; 2026Q1: 2,817 shares; 2026Q2: 2,827 shares 2,827 $630K 0.02% +10 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: 3,591 shares; 2024Q4: 3,281 shares; 2025Q1: 3,407 shares; 2025Q2: 3,717 shares; 2025Q3: 3,768 shares; 2025Q4: 3,847 shares; 2026Q1: 3,942 shares; 2026Q2: 3,798 shares 3,798 $628K 0.02% -144 Timeline HYLS 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: 15,404 shares 15,404 $626K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,958 shares; 2024Q4: 6,086 shares; 2025Q1: 5,691 shares; 2025Q2: 3,221 shares; 2025Q3: 3,268 shares; 2025Q4: 2,931 shares; 2026Q1: 2,623 shares; 2026Q2: 2,618 shares 2,618 $626K 0.02% -5 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,814 shares; 2025Q4: 3,995 shares; 2026Q1: 3,370 shares; 2026Q2: 3,126 shares 3,126 $624K 0.02% -244 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,226 shares; 2024Q4: 6,585 shares; 2025Q1: 5,890 shares; 2025Q2: 5,762 shares; 2025Q3: 5,142 shares; 2025Q4: 5,136 shares; 2026Q1: 5,672 shares; 2026Q2: 5,644 shares 5,644 $623K 0.02% -28 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,041 shares; 2024Q4: 4,570 shares; 2025Q1: 4,367 shares; 2025Q2: 4,255 shares; 2025Q3: 4,206 shares; 2025Q4: 1,037 shares; 2026Q1: 1,348 shares; 2026Q2: 1,266 shares 1,266 $622K 0.02% -82 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,593 shares; 2024Q4: not reported; 2025Q1: 2,953 shares; 2025Q2: 3,050 shares; 2025Q3: 3,516 shares; 2025Q4: 3,491 shares; 2026Q1: 3,519 shares; 2026Q2: 3,545 shares 3,545 $615K 0.02% +26 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,552 shares; 2024Q4: 4,569 shares; 2025Q1: 5,145 shares; 2025Q2: 5,190 shares; 2025Q3: 5,813 shares; 2025Q4: 6,077 shares; 2026Q1: 6,610 shares; 2026Q2: 6,669 shares 6,669 $615K 0.02% +59 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,587 shares; 2026Q2: 13,427 shares 13,427 $615K 0.02% -160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,853 shares 5,853 $614K 0.02% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,648 shares; 2024Q4: 9,533 shares; 2025Q1: 9,614 shares; 2025Q2: 10,157 shares; 2025Q3: 10,458 shares; 2025Q4: 9,091 shares; 2026Q1: 9,242 shares; 2026Q2: 9,943 shares 9,943 $614K 0.02% +701 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,082 shares; 2024Q4: 7,131 shares; 2025Q1: 7,715 shares; 2025Q2: 7,840 shares; 2025Q3: 7,892 shares; 2025Q4: 7,924 shares; 2026Q1: 7,947 shares; 2026Q2: 7,970 shares 7,970 $614K 0.02% +23 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: 15,790 shares; 2024Q4: 11,231 shares; 2025Q1: 7,215 shares; 2025Q2: 7,738 shares; 2025Q3: 7,049 shares; 2025Q4: 6,839 shares; 2026Q1: 6,499 shares; 2026Q2: 6,688 shares 6,688 $613K 0.02% +189 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 4,030 shares; 2025Q3: 4,938 shares; 2025Q4: 5,714 shares; 2026Q1: 6,744 shares; 2026Q2: 8,661 shares 8,661 $611K 0.02% +1,917 Timeline JAPN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,910 shares; 2026Q1: 25,473 shares; 2026Q2: 27,084 shares 27,084 $609K 0.02% +1,611 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,744 shares; 2026Q2: 12,742 shares 12,742 $609K 0.02% -2 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,614 shares; 2024Q4: not reported; 2025Q1: 5,813 shares; 2025Q2: 5,505 shares; 2025Q3: 5,469 shares; 2025Q4: 5,415 shares; 2026Q1: 5,272 shares; 2026Q2: 5,126 shares 5,126 $606K 0.02% -146 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: 10,199 shares; 2024Q4: 9,874 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,060 shares; 2025Q4: 9,807 shares; 2026Q1: 28,689 shares; 2026Q2: 28,556 shares 28,556 $603K 0.02% -133 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,519 shares; 2024Q4: 7,446 shares; 2025Q1: 7,609 shares; 2025Q2: 7,814 shares; 2025Q3: 7,687 shares; 2025Q4: 7,218 shares; 2026Q1: 6,613 shares; 2026Q2: 6,519 shares 6,519 $598K 0.02% -94 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,691 shares; 2024Q4: 4,680 shares; 2025Q1: 4,835 shares; 2025Q2: 3,715 shares; 2025Q3: 3,547 shares; 2025Q4: 2,919 shares; 2026Q1: 2,827 shares; 2026Q2: 2,049 shares 2,049 $595K 0.02% -778 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,373 shares; 2024Q4: not reported; 2025Q1: 6,841 shares; 2025Q2: 6,846 shares; 2025Q3: 6,774 shares; 2025Q4: 6,669 shares; 2026Q1: 5,540 shares; 2026Q2: 5,297 shares 5,297 $595K 0.02% -243 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,930 shares; 2026Q1: 14,407 shares; 2026Q2: 14,772 shares 14,772 $593K 0.02% +365 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH 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: 11,112 shares; 2025Q3: 10,790 shares; 2025Q4: 15,464 shares; 2026Q1: 18,825 shares; 2026Q2: 20,443 shares 20,443 $591K 0.02% +1,618 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,129 shares; 2026Q2: 11,093 shares 11,093 $590K 0.02% -1,036 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: 15,913 shares; 2025Q2: 16,337 shares; 2025Q3: 21,500 shares; 2025Q4: 23,007 shares; 2026Q1: 23,417 shares; 2026Q2: 22,253 shares 22,253 $586K 0.02% -1,164 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,772 shares; 2025Q1: 40,772 shares; 2025Q2: 40,772 shares; 2025Q3: 40,772 shares; 2025Q4: 40,772 shares; 2026Q1: 40,772 shares; 2026Q2: 40,572 shares 40,572 $583K 0.02% -200 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,706 shares; 2024Q4: 5,312 shares; 2025Q1: 5,401 shares; 2025Q2: 5,220 shares; 2025Q3: 5,368 shares; 2025Q4: 4,829 shares; 2026Q1: 5,014 shares; 2026Q2: 5,069 shares 5,069 $582K 0.02% +55 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: 3,423 shares; 2024Q4: not reported; 2025Q1: 1,604 shares; 2025Q2: 1,574 shares; 2025Q3: 1,538 shares; 2025Q4: 1,684 shares; 2026Q1: 1,770 shares; 2026Q2: 2,126 shares 2,126 $582K 0.02% +356 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,907 shares; 2024Q4: 5,507 shares; 2025Q1: 5,662 shares; 2025Q2: 2,982 shares; 2025Q3: 2,940 shares; 2025Q4: 2,593 shares; 2026Q1: 3,144 shares; 2026Q2: 3,058 shares 3,058 $582K 0.02% -86 Timeline SHE 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: 3,395 shares; 2026Q1: 3,575 shares; 2026Q2: 3,758 shares 3,758 $580K 0.02% +183 Timeline CGIB 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: 18,487 shares; 2026Q1: 21,018 shares; 2026Q2: 22,693 shares 22,693 $579K 0.02% +1,675 Timeline ROCQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $577K 0.02% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,653 shares; 2024Q4: 2,457 shares; 2025Q1: 2,533 shares; 2025Q2: 2,378 shares; 2025Q3: 2,468 shares; 2025Q4: 2,463 shares; 2026Q1: 2,782 shares; 2026Q2: 2,608 shares 2,608 $576K 0.02% -174 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: 70,582 shares; 2024Q4: 71,654 shares; 2025Q1: 3,402 shares; 2025Q2: not reported; 2025Q3: 9,176 shares; 2025Q4: 8,331 shares; 2026Q1: 8,433 shares; 2026Q2: 16,523 shares 16,523 $575K 0.02% +8,090 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,906 shares; 2024Q4: 3,488 shares; 2025Q1: 3,386 shares; 2025Q2: 3,436 shares; 2025Q3: 3,836 shares; 2025Q4: 3,207 shares; 2026Q1: 3,495 shares; 2026Q2: 4,810 shares 4,810 $572K 0.02% +1,315 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: 4,101 shares; 2024Q4: 3,906 shares; 2025Q1: 3,378 shares; 2025Q2: 3,349 shares; 2025Q3: not reported; 2025Q4: 4,282 shares; 2026Q1: 4,036 shares; 2026Q2: 4,188 shares 4,188 $572K 0.02% +152 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,958 shares; 2024Q4: 28,308 shares; 2025Q1: 27,570 shares; 2025Q2: 26,989 shares; 2025Q3: 22,783 shares; 2025Q4: 17,209 shares; 2026Q1: 16,755 shares; 2026Q2: 13,611 shares 13,611 $571K 0.02% -3,144 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,427 shares; 2024Q4: not reported; 2025Q1: 1,601 shares; 2025Q2: 970 shares; 2025Q3: 965 shares; 2025Q4: 3,392 shares; 2026Q1: 4,070 shares; 2026Q2: 5,727 shares 5,727 $569K 0.02% +1,657 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: 4,889 shares; 2024Q4: 4,754 shares; 2025Q1: 6,890 shares; 2025Q2: 5,952 shares; 2025Q3: 6,230 shares; 2025Q4: 6,529 shares; 2026Q1: 6,663 shares; 2026Q2: 6,949 shares 6,949 $563K 0.02% +286 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: 19,526 shares; 2024Q4: 17,310 shares; 2025Q1: 17,767 shares; 2025Q2: 17,886 shares; 2025Q3: 18,569 shares; 2025Q4: 16,545 shares; 2026Q1: 15,612 shares; 2026Q2: 15,201 shares 15,201 $562K 0.02% -411 Timeline BILS 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: 4,023 shares; 2024Q4: not reported; 2025Q1: 4,531 shares; 2025Q2: 6,844 shares; 2025Q3: 6,351 shares; 2025Q4: 6,406 shares; 2026Q1: 6,268 shares; 2026Q2: 5,593 shares 5,593 $556K 0.02% -675 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,618 shares; 2024Q4: 54,180 shares; 2025Q1: 51,943 shares; 2025Q2: 55,592 shares; 2025Q3: 54,746 shares; 2025Q4: 13,114 shares; 2026Q1: 5,393 shares; 2026Q2: 4,546 shares 4,546 $553K 0.02% -847 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: 1,897 shares; 2024Q4: not reported; 2025Q1: 2,332 shares; 2025Q2: 2,547 shares; 2025Q3: 1,200 shares; 2025Q4: 981 shares; 2026Q1: 1,072 shares; 2026Q2: 1,237 shares 1,237 $552K 0.02% +165 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,250 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,600 shares; 2025Q4: 13,600 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $548K 0.02% 0 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: 8,608 shares; 2024Q4: not reported; 2025Q1: 9,609 shares; 2025Q2: 1,424 shares; 2025Q3: 1,780 shares; 2025Q4: 1,779 shares; 2026Q1: 1,396 shares; 2026Q2: 2,979 shares 2,979 $548K 0.02% +1,583 Timeline FLQM 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: 15,414 shares; 2024Q4: 17,203 shares; 2025Q1: 19,206 shares; 2025Q2: 17,971 shares; 2025Q3: 18,637 shares; 2025Q4: 17,460 shares; 2026Q1: 13,694 shares; 2026Q2: 9,461 shares 9,461 $548K 0.02% -4,233 Timeline QYLG 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: 13,887 shares; 2024Q4: 14,386 shares; 2025Q1: 15,605 shares; 2025Q2: 17,519 shares; 2025Q3: 18,779 shares; 2025Q4: 18,944 shares; 2026Q1: 17,524 shares; 2026Q2: 18,030 shares 18,030 $546K 0.02% +506 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: 9,423 shares; 2025Q1: 9,319 shares; 2025Q2: 14,412 shares; 2025Q3: 12,863 shares; 2025Q4: 12,122 shares; 2026Q1: 17,217 shares; 2026Q2: 17,063 shares 17,063 $546K 0.02% -154 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,876 shares; 2024Q4: not reported; 2025Q1: 10,881 shares; 2025Q2: 9,402 shares; 2025Q3: 9,480 shares; 2025Q4: 9,422 shares; 2026Q1: 9,881 shares; 2026Q2: 1,450 shares 1,450 $544K 0.02% -8,431 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,770 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,204 shares; 2025Q3: 12,711 shares; 2025Q4: 13,655 shares; 2026Q1: 15,456 shares; 2026Q2: 27,115 shares 27,115 $539K 0.02% +11,659 Timeline DDFS 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: 24,430 shares; 2025Q4: 24,430 shares; 2026Q1: 24,430 shares; 2026Q2: 24,430 shares 24,430 $537K 0.02% 0 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,962 shares; 2024Q4: 22,036 shares; 2025Q1: 23,280 shares; 2025Q2: 79,024 shares; 2025Q3: 78,578 shares; 2025Q4: 38,536 shares; 2026Q1: 62,135 shares; 2026Q2: 48,129 shares 48,129 $537K 0.02% -14,006 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,505 shares; 2025Q3: 15,610 shares; 2025Q4: 10,227 shares; 2026Q1: 10,223 shares; 2026Q2: 12,625 shares 12,625 $533K 0.02% +2,402 Timeline DDFL 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: 25,075 shares; 2025Q4: 25,075 shares; 2026Q1: 25,075 shares; 2026Q2: 25,075 shares 25,075 $532K 0.02% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,460 shares; 2026Q1: 10,967 shares; 2026Q2: 10,480 shares 10,480 $531K 0.02% -487 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,031 shares; 2026Q2: 11,962 shares 11,962 $531K 0.02% -69 Timeline QLTI GMO ETF TRUST More: the full row for GMO 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: 11,797 shares; 2026Q1: 15,133 shares; 2026Q2: 19,447 shares 19,447 $526K 0.01% +4,314 Timeline GRNB 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: 21,353 shares; 2026Q1: 21,790 shares; 2026Q2: 21,769 shares 21,769 $525K 0.01% -21 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,358 shares; 2025Q3: 12,269 shares; 2025Q4: 10,590 shares; 2026Q1: 11,493 shares; 2026Q2: 13,334 shares 13,334 $523K 0.01% +1,841 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: 8,692 shares; 2024Q4: 18,101 shares; 2025Q1: 16,602 shares; 2025Q2: 16,748 shares; 2025Q3: 17,700 shares; 2025Q4: 21,620 shares; 2026Q1: 21,467 shares; 2026Q2: 21,443 shares 21,443 $521K 0.01% -24 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,242 shares; 2024Q4: not reported; 2025Q1: 93,559 shares; 2025Q2: 94,045 shares; 2025Q3: 96,153 shares; 2025Q4: 93,193 shares; 2026Q1: 95,408 shares; 2026Q2: 92,964 shares 92,964 $519K 0.01% -2,444 Timeline FSYD 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: 10,631 shares 10,631 $517K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,581 shares; 2025Q2: 1,887 shares; 2025Q3: 2,128 shares; 2025Q4: 2,071 shares; 2026Q1: 1,944 shares; 2026Q2: 2,026 shares 2,026 $516K 0.01% +82 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,800 shares; 2024Q4: 10,691 shares; 2025Q1: 10,425 shares; 2025Q2: 10,109 shares; 2025Q3: 9,492 shares; 2025Q4: 8,504 shares; 2026Q1: 7,807 shares; 2026Q2: 7,046 shares 7,046 $514K 0.01% -761 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 6,954 shares 6,954 $514K 0.01% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,177 shares; 2026Q1: 36,364 shares; 2026Q2: 42,732 shares 42,732 $513K 0.01% +6,368 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,529 shares; 2024Q4: 101,014 shares; 2025Q1: 66,390 shares; 2025Q2: 54,927 shares; 2025Q3: 52,256 shares; 2025Q4: 15,556 shares; 2026Q1: 10,239 shares; 2026Q2: 9,792 shares 9,792 $510K 0.01% -447 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,612 shares; 2025Q4: 10,103 shares; 2026Q1: 10,238 shares; 2026Q2: 9,518 shares 9,518 $509K 0.01% -720 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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: 10,691 shares; 2025Q4: 10,373 shares; 2026Q1: 9,337 shares; 2026Q2: 11,274 shares 11,274 $509K 0.01% +1,937 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,576 shares; 2024Q4: 41,002 shares; 2025Q1: 41,199 shares; 2025Q2: 44,759 shares; 2025Q3: 44,202 shares; 2025Q4: 56,707 shares; 2026Q1: 57,610 shares; 2026Q2: 57,270 shares 57,270 $507K 0.01% -340 Timeline LGOV 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: 23,623 shares 23,623 $506K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,978 shares; 2024Q4: 6,678 shares; 2025Q1: 6,634 shares; 2025Q2: 6,328 shares; 2025Q3: 5,857 shares; 2025Q4: 5,629 shares; 2026Q1: 5,834 shares; 2026Q2: 4,590 shares 4,590 $504K 0.01% -1,244 Timeline IFLN 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: 25,782 shares; 2024Q4: 25,706 shares; 2025Q1: 26,538 shares; 2025Q2: 26,741 shares; 2025Q3: 29,901 shares; 2025Q4: 30,097 shares; 2026Q1: 29,835 shares; 2026Q2: 27,402 shares 27,402 $501K 0.01% -2,433 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: 34,325 shares; 2024Q4: 33,342 shares; 2025Q1: 33,376 shares; 2025Q2: 33,498 shares; 2025Q3: 34,188 shares; 2025Q4: 35,213 shares; 2026Q1: 3,660 shares; 2026Q2: 5,079 shares 5,079 $499K 0.01% +1,419 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,179 shares; 2025Q3: 5,848 shares; 2025Q4: 5,894 shares; 2026Q1: 5,848 shares; 2026Q2: 6,070 shares 6,070 $496K 0.01% +222 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,532 shares; 2024Q4: 11,898 shares; 2025Q1: 11,755 shares; 2025Q2: 11,604 shares; 2025Q3: 11,268 shares; 2025Q4: 11,776 shares; 2026Q1: 10,843 shares; 2026Q2: 12,963 shares 12,963 $494K 0.01% +2,120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,455 shares; 2026Q1: 8,373 shares; 2026Q2: 8,819 shares 8,819 $493K 0.01% +446 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,525 shares; 2024Q4: 11,388 shares; 2025Q1: 11,173 shares; 2025Q2: 11,106 shares; 2025Q3: 10,676 shares; 2025Q4: 10,680 shares; 2026Q1: 9,695 shares; 2026Q2: 9,782 shares 9,782 $493K 0.01% +87 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 6,031 shares 6,031 $493K 0.01% new Timeline FFLC 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: 8,270 shares 8,270 $487K 0.01% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,442 shares; 2024Q4: not reported; 2025Q1: 9,384 shares; 2025Q2: 6,658 shares; 2025Q3: 9,275 shares; 2025Q4: 8,380 shares; 2026Q1: 9,469 shares; 2026Q2: 10,373 shares 10,373 $486K 0.01% +904 Timeline XHLF 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: 5,500 shares; 2025Q2: 11,500 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares; 2026Q1: 9,650 shares; 2026Q2: 9,650 shares 9,650 $485K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,643 shares; 2024Q4: 3,183 shares; 2025Q1: 3,219 shares; 2025Q2: 3,155 shares; 2025Q3: 2,788 shares; 2025Q4: 1,569 shares; 2026Q1: 1,687 shares; 2026Q2: 1,757 shares 1,757 $484K 0.01% +70 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,938 shares 3,938 $484K 0.01% new Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,398 shares 5,398 $484K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,876 shares; 2026Q1: 15,786 shares; 2026Q2: 16,017 shares 16,017 $483K 0.01% +231 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,497 shares; 2024Q4: 51,661 shares; 2025Q1: 31,477 shares; 2025Q2: 26,612 shares; 2025Q3: 24,631 shares; 2025Q4: 10,311 shares; 2026Q1: 6,374 shares; 2026Q2: 5,276 shares 5,276 $472K 0.01% -1,098 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,982 shares; 2025Q2: 1,528 shares; 2025Q3: 1,699 shares; 2025Q4: 1,669 shares; 2026Q1: 1,932 shares; 2026Q2: 1,894 shares 1,894 $465K 0.01% -38 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: 4,419 shares; 2024Q4: not reported; 2025Q1: 3,498 shares; 2025Q2: 2,456 shares; 2025Q3: 2,359 shares; 2025Q4: 2,134 shares; 2026Q1: 2,579 shares; 2026Q2: 1,772 shares 1,772 $462K 0.01% -807 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: 6,867 shares; 2024Q4: 7,017 shares; 2025Q1: 6,851 shares; 2025Q2: 7,179 shares; 2025Q3: 6,759 shares; 2025Q4: 5,704 shares; 2026Q1: 5,445 shares; 2026Q2: 4,158 shares 4,158 $460K 0.01% -1,287 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 3,090 shares; 2025Q4: 4,048 shares; 2026Q1: 4,691 shares; 2026Q2: 5,150 shares 5,150 $459K 0.01% +459 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,951 shares; 2024Q4: 4,342 shares; 2025Q1: 3,850 shares; 2025Q2: 3,775 shares; 2025Q3: 3,447 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,040 shares 6,040 $457K 0.01% new Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX 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: 4,824 shares 4,824 $457K 0.01% 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: 36,097 shares; 2024Q4: 36,736 shares; 2025Q1: 67,571 shares; 2025Q2: 21,651 shares; 2025Q3: 26,165 shares; 2025Q4: 104,218 shares; 2026Q1: 42,680 shares; 2026Q2: 41,821 shares 41,821 $456K 0.01% -859 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,887 shares 9,887 $456K 0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,064 shares; 2024Q4: 25,456 shares; 2025Q1: 23,447 shares; 2025Q2: 23,181 shares; 2025Q3: 18,646 shares; 2025Q4: 19,216 shares; 2026Q1: 18,883 shares; 2026Q2: 18,000 shares 18,000 $455K 0.01% -883 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,460 shares; 2026Q1: 6,947 shares; 2026Q2: 7,380 shares 7,380 $455K 0.01% +433 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: not reported; 2025Q4: 15,944 shares; 2026Q1: 18,172 shares; 2026Q2: 19,875 shares 19,875 $446K 0.01% +1,703 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: 6,953 shares; 2024Q4: not reported; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,229 shares; 2025Q4: 1,949 shares; 2026Q1: 2,004 shares; 2026Q2: 2,275 shares 2,275 $445K 0.01% +271 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,502 shares; 2024Q4: 4,541 shares; 2025Q1: 4,371 shares; 2025Q2: 2,216 shares; 2025Q3: 2,056 shares; 2025Q4: 1,942 shares; 2026Q1: 1,837 shares; 2026Q2: 1,866 shares 1,866 $445K 0.01% +29 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,211 shares; 2024Q4: 56,244 shares; 2025Q1: 55,252 shares; 2025Q2: 56,263 shares; 2025Q3: 57,194 shares; 2025Q4: 58,357 shares; 2026Q1: 60,202 shares; 2026Q2: 9,425 shares 9,425 $444K 0.01% -50,777 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,405 shares; 2024Q4: 6,425 shares; 2025Q1: 6,425 shares; 2025Q2: 6,495 shares; 2025Q3: 6,495 shares; 2025Q4: 6,696 shares; 2026Q1: 6,698 shares; 2026Q2: 6,700 shares 6,700 $444K 0.01% +2 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,800 shares; 2024Q4: not reported; 2025Q1: 14,088 shares; 2025Q2: 5,313 shares; 2025Q3: 7,187 shares; 2025Q4: 6,281 shares; 2026Q1: 6,349 shares; 2026Q2: 6,165 shares 6,165 $441K 0.01% -184 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,691 shares; 2026Q1: 8,702 shares; 2026Q2: 8,721 shares 8,721 $439K 0.01% +19 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,875 shares; 2024Q4: 5,875 shares; 2025Q1: 5,875 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,875 shares; 2026Q1: 9,596 shares; 2026Q2: 9,508 shares 9,508 $438K 0.01% -88 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,077 shares; 2024Q4: 3,902 shares; 2025Q1: 5,235 shares; 2025Q2: 5,731 shares; 2025Q3: 5,776 shares; 2025Q4: 5,721 shares; 2026Q1: 5,998 shares; 2026Q2: 6,421 shares 6,421 $432K 0.01% +423 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: 3,803 shares; 2024Q4: 3,756 shares; 2025Q1: 3,565 shares; 2025Q2: 3,309 shares; 2025Q3: 3,314 shares; 2025Q4: 3,314 shares; 2026Q1: 2,621 shares; 2026Q2: 2,413 shares 2,413 $431K 0.01% -208 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,427 shares; 2024Q4: not reported; 2025Q1: 2,246 shares; 2025Q2: 2,659 shares; 2025Q3: 3,647 shares; 2025Q4: 4,022 shares; 2026Q1: 3,605 shares; 2026Q2: 2,793 shares 2,793 $430K 0.01% -812 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,464 shares; 2024Q4: not reported; 2025Q1: 6,837 shares; 2025Q2: 67,404 shares; 2025Q3: 72,874 shares; 2025Q4: 82,793 shares; 2026Q1: 87,722 shares; 2026Q2: 10,049 shares 10,049 $430K 0.01% -77,673 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,451 shares; 2024Q4: not reported; 2025Q1: 10,888 shares; 2025Q2: 9,818 shares; 2025Q3: 10,970 shares; 2025Q4: 8,687 shares; 2026Q1: 8,380 shares; 2026Q2: 11,855 shares 11,855 $430K 0.01% +3,475 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,182 shares; 2024Q4: not reported; 2025Q1: 2,089 shares; 2025Q2: 2,036 shares; 2025Q3: 1,886 shares; 2025Q4: 1,984 shares; 2026Q1: 2,187 shares; 2026Q2: 2,414 shares 2,414 $427K 0.01% +227 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,590 shares; 2024Q4: 12,390 shares; 2025Q1: 10,588 shares; 2025Q2: 10,547 shares; 2025Q3: 11,000 shares; 2025Q4: 10,469 shares; 2026Q1: 10,555 shares; 2026Q2: 10,150 shares 10,150 $427K 0.01% -405 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: not reported; 2025Q3: 3,784 shares; 2025Q4: 3,347 shares; 2026Q1: 4,755 shares; 2026Q2: 4,280 shares 4,280 $426K 0.01% -475 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,800 shares; 2024Q4: 5,052 shares; 2025Q1: 5,063 shares; 2025Q2: 4,992 shares; 2025Q3: 5,328 shares; 2025Q4: 5,415 shares; 2026Q1: 5,643 shares; 2026Q2: 5,801 shares 5,801 $426K 0.01% +158 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: 9,379 shares; 2024Q4: 8,951 shares; 2025Q1: 9,284 shares; 2025Q2: 9,241 shares; 2025Q3: 3,468 shares; 2025Q4: 3,479 shares; 2026Q1: 3,912 shares; 2026Q2: 3,888 shares 3,888 $425K 0.01% -24 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: 1,054 shares; 2025Q4: 1,056 shares; 2026Q1: 1,319 shares; 2026Q2: 1,495 shares 1,495 $424K 0.01% +176 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: 5,372 shares; 2024Q4: 5,294 shares; 2025Q1: 5,297 shares; 2025Q2: 5,905 shares; 2025Q3: 5,910 shares; 2025Q4: 5,773 shares; 2026Q1: 5,776 shares; 2026Q2: 5,651 shares 5,651 $423K 0.01% -125 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: 2,831 shares; 2025Q4: 2,910 shares; 2026Q1: 2,912 shares; 2026Q2: 4,749 shares 4,749 $420K 0.01% +1,837 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,665 shares; 2024Q4: not reported; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares; 2026Q2: 5,250 shares 5,250 $420K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,926 shares; 2024Q4: 4,422 shares; 2025Q1: 4,141 shares; 2025Q2: 4,280 shares; 2025Q3: 4,818 shares; 2025Q4: 4,855 shares; 2026Q1: 4,804 shares; 2026Q2: 4,330 shares 4,330 $418K 0.01% -474 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: 8,714 shares; 2024Q4: 8,389 shares; 2025Q1: 7,290 shares; 2025Q2: 6,934 shares; 2025Q3: 3,431 shares; 2025Q4: 3,507 shares; 2026Q1: 3,306 shares; 2026Q2: 2,977 shares 2,977 $414K 0.01% -329 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,249 shares; 2024Q4: not reported; 2025Q1: 37,390 shares; 2025Q2: 45,683 shares; 2025Q3: 48,435 shares; 2025Q4: 52,536 shares; 2026Q1: 52,580 shares; 2026Q2: 6,982 shares 6,982 $412K 0.01% -45,598 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,663 shares; 2024Q4: 41,749 shares; 2025Q1: 39,442 shares; 2025Q2: 41,545 shares; 2025Q3: 38,947 shares; 2025Q4: 44,746 shares; 2026Q1: 48,798 shares; 2026Q2: 54,125 shares 54,125 $409K 0.01% +5,327 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,209 shares; 2024Q4: 2,627 shares; 2025Q1: 2,555 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,208 shares 3,208 $409K 0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,428 shares; 2024Q4: 6,163 shares; 2025Q1: 5,657 shares; 2025Q2: 5,663 shares; 2025Q3: 5,718 shares; 2025Q4: 5,722 shares; 2026Q1: 5,683 shares; 2026Q2: 6,728 shares 6,728 $409K 0.01% +1,045 Timeline OUSM 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: 7,556 shares; 2024Q4: 9,562 shares; 2025Q1: 10,527 shares; 2025Q2: 12,439 shares; 2025Q3: 11,580 shares; 2025Q4: 9,668 shares; 2026Q1: 9,047 shares; 2026Q2: 8,575 shares 8,575 $407K 0.01% -472 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651 shares; 2024Q4: 1,567 shares; 2025Q1: 1,614 shares; 2025Q2: 1,728 shares; 2025Q3: 1,800 shares; 2025Q4: 1,745 shares; 2026Q1: 1,706 shares; 2026Q2: 1,772 shares 1,772 $407K 0.01% +66 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,164 shares; 2024Q4: 5,876 shares; 2025Q1: 4,848 shares; 2025Q2: 5,129 shares; 2025Q3: 5,034 shares; 2025Q4: 5,592 shares; 2026Q1: 4,932 shares; 2026Q2: 4,295 shares 4,295 $406K 0.01% -637 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,426 shares; 2024Q4: 15,289 shares; 2025Q1: 14,240 shares; 2025Q2: 14,233 shares; 2025Q3: 15,252 shares; 2025Q4: 13,849 shares; 2026Q1: 12,786 shares; 2026Q2: 8,779 shares 8,779 $405K 0.01% -4,007 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,108 shares; 2024Q4: not reported; 2025Q1: 12,331 shares; 2025Q2: 19,032 shares; 2025Q3: 19,741 shares; 2025Q4: 18,023 shares; 2026Q1: 11,788 shares; 2026Q2: 10,053 shares 10,053 $405K 0.01% -1,735 Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,189 shares; 2024Q4: 74,879 shares; 2025Q1: 75,288 shares; 2025Q2: 72,016 shares; 2025Q3: 34,920 shares; 2025Q4: 34,882 shares; 2026Q1: 34,366 shares; 2026Q2: 34,366 shares 34,366 $405K 0.01% 0 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,018 shares; 2025Q3: 7,654 shares; 2025Q4: 8,073 shares; 2026Q1: 8,083 shares; 2026Q2: 8,335 shares 8,335 $404K 0.01% +252 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,268 shares; 2024Q4: 27,945 shares; 2025Q1: 28,365 shares; 2025Q2: 31,890 shares; 2025Q3: 52,828 shares; 2025Q4: 52,377 shares; 2026Q1: 53,652 shares; 2026Q2: 55,785 shares 55,785 $404K 0.01% +2,133 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: 5,234 shares; 2024Q4: not reported; 2025Q1: 4,790 shares; 2025Q2: 4,695 shares; 2025Q3: 4,979 shares; 2025Q4: 3,614 shares; 2026Q1: 3,662 shares; 2026Q2: 3,457 shares 3,457 $404K 0.01% -205 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,137 shares; 2024Q4: 10,350 shares; 2025Q1: 10,765 shares; 2025Q2: 10,917 shares; 2025Q3: 9,347 shares; 2025Q4: 8,022 shares; 2026Q1: 7,522 shares; 2026Q2: 7,922 shares 7,922 $403K 0.01% +400 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: not reported; 2025Q2: 1,626 shares; 2025Q3: 1,709 shares; 2025Q4: 1,945 shares; 2026Q1: 2,258 shares; 2026Q2: 2,287 shares 2,287 $402K 0.01% +29 Timeline DFLV 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: 198,864 shares; 2025Q1: not reported; 2025Q2: 10,916 shares; 2025Q3: 10,916 shares; 2025Q4: 7,042 shares; 2026Q1: 9,006 shares; 2026Q2: 10,135 shares 10,135 $401K 0.01% +1,129 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,381 shares; 2026Q2: 4,397 shares 4,397 $398K 0.01% +16 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,627 shares; 2024Q4: 28,637 shares; 2025Q1: 28,674 shares; 2025Q2: 24,280 shares; 2025Q3: 24,239 shares; 2025Q4: 24,711 shares; 2026Q1: 26,545 shares; 2026Q2: 26,640 shares 26,640 $396K 0.01% +95 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,303 shares; 2026Q2: 50,165 shares 50,165 $396K 0.01% -138 Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,789 shares; 2024Q4: not reported; 2025Q1: 25,570 shares; 2025Q2: 23,970 shares; 2025Q3: 27,199 shares; 2025Q4: 28,714 shares; 2026Q1: 29,071 shares; 2026Q2: 12,454 shares 12,454 $395K 0.01% -16,617 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,747 shares; 2024Q4: 13,780 shares; 2025Q1: 15,394 shares; 2025Q2: 15,803 shares; 2025Q3: 14,140 shares; 2025Q4: 10,305 shares; 2026Q1: 10,752 shares; 2026Q2: 11,573 shares 11,573 $393K 0.01% +821 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: 6,707 shares; 2024Q4: not reported; 2025Q1: 5,501 shares; 2025Q2: 8,697 shares; 2025Q3: 8,941 shares; 2025Q4: 7,925 shares; 2026Q1: 7,925 shares; 2026Q2: 7,811 shares 7,811 $393K 0.01% -114 Timeline BUFF 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: 6,642 shares; 2026Q2: 7,440 shares 7,440 $392K 0.01% +798 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,187 shares; 2024Q4: 4,435 shares; 2025Q1: 4,223 shares; 2025Q2: 4,121 shares; 2025Q3: 3,840 shares; 2025Q4: 3,628 shares; 2026Q1: 2,888 shares; 2026Q2: 2,865 shares 2,865 $392K 0.01% -23 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,541 shares; 2024Q4: 5,326 shares; 2025Q1: 5,473 shares; 2025Q2: 4,853 shares; 2025Q3: 4,687 shares; 2025Q4: 4,889 shares; 2026Q1: 4,970 shares; 2026Q2: 4,990 shares 4,990 $389K 0.01% +20 Timeline JGRO 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: 10,361 shares; 2024Q4: 14,279 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,947 shares 3,947 $389K 0.01% 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: 16,828 shares; 2024Q4: 17,846 shares; 2025Q1: 20,093 shares; 2025Q2: 17,581 shares; 2025Q3: 17,181 shares; 2025Q4: 17,208 shares; 2026Q1: 17,210 shares; 2026Q2: 16,799 shares 16,799 $389K 0.01% -411 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,659 shares; 2024Q4: 14,139 shares; 2025Q1: 14,161 shares; 2025Q2: 14,317 shares; 2025Q3: 14,339 shares; 2025Q4: 14,142 shares; 2026Q1: 14,938 shares; 2026Q2: 15,013 shares 15,013 $389K 0.01% +75 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,524 shares; 2024Q4: 24,589 shares; 2025Q1: 23,286 shares; 2025Q2: 23,822 shares; 2025Q3: 20,461 shares; 2025Q4: 19,955 shares; 2026Q1: 17,046 shares; 2026Q2: 16,769 shares 16,769 $389K 0.01% -277 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,103 shares 5,103 $389K 0.01% new Timeline SCHC 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: 12,355 shares; 2024Q4: not reported; 2025Q1: 5,948 shares; 2025Q2: 6,919 shares; 2025Q3: 6,920 shares; 2025Q4: 7,281 shares; 2026Q1: 7,717 shares; 2026Q2: 8,073 shares 8,073 $388K 0.01% +356 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,568 shares; 2024Q4: 3,560 shares; 2025Q1: 3,874 shares; 2025Q2: 3,831 shares; 2025Q3: 3,679 shares; 2025Q4: 3,861 shares; 2026Q1: 4,098 shares; 2026Q2: 3,950 shares 3,950 $388K 0.01% -148 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: 1,989 shares; 2024Q4: 1,727 shares; 2025Q1: 1,697 shares; 2025Q2: 1,675 shares; 2025Q3: 2,475 shares; 2025Q4: 2,166 shares; 2026Q1: 2,413 shares; 2026Q2: 2,354 shares 2,354 $387K 0.01% -59 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: 1,730 shares; 2026Q2: 1,624 shares 1,624 $386K 0.01% -106 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,109 shares; 2026Q1: 13,918 shares; 2026Q2: 15,212 shares 15,212 $385K 0.01% +1,294 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: 7,704 shares; 2026Q2: 7,704 shares 7,704 $381K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 3,305 shares; 2025Q1: 3,135 shares; 2025Q2: 3,164 shares; 2025Q3: 3,025 shares; 2025Q4: 2,676 shares; 2026Q1: 2,698 shares; 2026Q2: 13,871 shares 13,871 $380K 0.01% +11,173 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,583 shares 6,583 $376K 0.01% 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: 24,835 shares; 2024Q4: 21,468 shares; 2025Q1: 21,505 shares; 2025Q2: 21,301 shares; 2025Q3: 21,170 shares; 2025Q4: 20,367 shares; 2026Q1: 19,586 shares; 2026Q2: 15,952 shares 15,952 $375K 0.01% -3,634 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: 1,663 shares 1,663 $375K 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: 7,697 shares; 2024Q4: 5,063 shares; 2025Q1: 4,885 shares; 2025Q2: 4,796 shares; 2025Q3: 5,102 shares; 2025Q4: 5,119 shares; 2026Q1: 5,098 shares; 2026Q2: 5,030 shares 5,030 $374K 0.01% -68 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,322 shares; 2024Q4: 1,148 shares; 2025Q1: 1,171 shares; 2025Q2: 1,078 shares; 2025Q3: 1,120 shares; 2025Q4: 1,190 shares; 2026Q1: 1,420 shares; 2026Q2: 1,179 shares 1,179 $374K 0.01% -241 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 568 shares; 2025Q4: 569 shares; 2026Q1: 610 shares; 2026Q2: 4,257 shares 4,257 $374K 0.01% +3,647 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares; 2025Q4: 2,045 shares; 2026Q1: 2,172 shares; 2026Q2: 2,185 shares 2,185 $372K 0.01% +13 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: 14,295 shares; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,969 shares; 2025Q3: 2,036 shares; 2025Q4: 1,474 shares; 2026Q1: 1,514 shares; 2026Q2: 1,505 shares 1,505 $370K 0.01% -9 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,979 shares; 2024Q4: 17,233 shares; 2025Q1: 17,222 shares; 2025Q2: 17,401 shares; 2025Q3: 16,916 shares; 2025Q4: 16,996 shares; 2026Q1: 17,063 shares; 2026Q2: 17,059 shares 17,059 $369K 0.01% -4 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,238 shares; 2024Q4: 2,190 shares; 2025Q1: 2,202 shares; 2025Q2: 2,247 shares; 2025Q3: 2,314 shares; 2025Q4: 2,101 shares; 2026Q1: 2,996 shares; 2026Q2: 2,783 shares 2,783 $369K 0.01% -213 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,301 shares; 2024Q4: 13,501 shares; 2025Q1: 13,501 shares; 2025Q2: 13,501 shares; 2025Q3: 12,801 shares; 2025Q4: 12,356 shares; 2026Q1: 12,367 shares; 2026Q2: 12,386 shares 12,386 $368K 0.01% +19 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,130 shares; 2026Q2: 828 shares 828 $368K 0.01% -302 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: 5,798 shares; 2024Q4: 4,583 shares; 2025Q1: 5,281 shares; 2025Q2: 5,569 shares; 2025Q3: 2,267 shares; 2025Q4: 2,249 shares; 2026Q1: 1,663 shares; 2026Q2: 1,305 shares 1,305 $367K 0.01% -358 Timeline NAPR 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: 3,868 shares; 2026Q2: 6,185 shares 6,185 $366K 0.01% +2,317 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,888 shares; 2024Q4: 35,000 shares; 2025Q1: 43,036 shares; 2025Q2: 43,003 shares; 2025Q3: 45,137 shares; 2025Q4: 47,049 shares; 2026Q1: 48,266 shares; 2026Q2: 49,899 shares 49,899 $364K 0.01% +1,633 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: 12,512 shares; 2024Q4: 3,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,316 shares; 2025Q4: 3,488 shares; 2026Q1: 4,364 shares; 2026Q2: 3,871 shares 3,871 $363K 0.01% -493 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,233 shares; 2026Q1: 12,416 shares; 2026Q2: 15,456 shares 15,456 $362K 0.01% +3,040 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,150 shares; 2025Q2: 10,550 shares; 2025Q3: 15,103 shares; 2025Q4: 4,604 shares; 2026Q1: 4,635 shares; 2026Q2: 4,688 shares 4,688 $362K 0.01% +53 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,501 shares; 2025Q4: 10,845 shares; 2026Q1: 9,592 shares; 2026Q2: 9,702 shares 9,702 $362K 0.01% +110 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: 6,671 shares; 2024Q4: 5,339 shares; 2025Q1: 5,506 shares; 2025Q2: 5,834 shares; 2025Q3: 2,181 shares; 2025Q4: 2,179 shares; 2026Q1: 2,734 shares; 2026Q2: 2,643 shares 2,643 $358K 0.01% -91 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,446 shares; 2024Q4: not reported; 2025Q1: 23,261 shares; 2025Q2: 23,319 shares; 2025Q3: 23,140 shares; 2025Q4: 16,788 shares; 2026Q1: 12,335 shares; 2026Q2: 12,352 shares 12,352 $358K 0.01% +17 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 1,833 shares 1,833 $356K 0.01% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,032 shares 14,032 $353K 0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 11,655 shares; 2026Q1: 12,025 shares; 2026Q2: 12,914 shares 12,914 $351K 0.01% +889 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: not reported; 2025Q2: 1,879 shares; 2025Q3: 2,212 shares; 2025Q4: 2,393 shares; 2026Q1: 2,435 shares; 2026Q2: 2,608 shares 2,608 $351K 0.01% +173 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,345 shares; 2024Q4: 8,850 shares; 2025Q1: 8,215 shares; 2025Q2: 8,807 shares; 2025Q3: 7,652 shares; 2025Q4: 6,420 shares; 2026Q1: 6,499 shares; 2026Q2: 6,701 shares 6,701 $351K 0.01% +202 Timeline ONEY 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: 1,892 shares; 2024Q4: not reported; 2025Q1: 1,908 shares; 2025Q2: 1,901 shares; 2025Q3: 1,779 shares; 2025Q4: not reported; 2026Q1: 1,927 shares; 2026Q2: 2,737 shares 2,737 $351K 0.01% +810 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,066 shares; 2024Q4: not reported; 2025Q1: 10,430 shares; 2025Q2: 10,443 shares; 2025Q3: 9,197 shares; 2025Q4: 9,213 shares; 2026Q1: 8,777 shares; 2026Q2: 8,608 shares 8,608 $350K 0.01% -169 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: 3,138 shares; 2024Q4: not reported; 2025Q1: 1,759 shares; 2025Q2: 1,866 shares; 2025Q3: 1,934 shares; 2025Q4: 1,297 shares; 2026Q1: 1,463 shares; 2026Q2: 1,541 shares 1,541 $350K 0.01% +78 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,213 shares; 2024Q4: not reported; 2025Q1: 4,689 shares; 2025Q2: 5,272 shares; 2025Q3: 5,112 shares; 2025Q4: 4,689 shares; 2026Q1: 5,399 shares; 2026Q2: 4,635 shares 4,635 $350K 0.01% -764 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,616 shares 2,616 $349K 0.01% new Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,264 shares; 2026Q2: 8,433 shares 8,433 $348K 0.01% +3,169 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 2,733 shares; 2025Q2: 2,733 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,981 shares; 2026Q2: 3,188 shares 3,188 $348K 0.01% +207 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 3,711 shares; 2026Q1: 4,506 shares; 2026Q2: 4,682 shares 4,682 $347K 0.01% +176 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 3,627 shares; 2025Q1: 3,669 shares; 2025Q2: 3,887 shares; 2025Q3: 4,134 shares; 2025Q4: 3,652 shares; 2026Q1: 3,880 shares; 2026Q2: 4,072 shares 4,072 $345K 0.01% +192 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,408 shares 32,408 $344K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,918 shares; 2024Q4: 3,821 shares; 2025Q1: 1,079 shares; 2025Q2: 7,544 shares; 2025Q3: 8,210 shares; 2025Q4: 1,177 shares; 2026Q1: 1,032 shares; 2026Q2: 1,567 shares 1,567 $342K 0.01% +535 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,507 shares; 2026Q2: 8,429 shares 8,429 $342K 0.01% +1,922 Timeline FPXI 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: 6,928 shares; 2024Q4: 5,640 shares; 2025Q1: 5,587 shares; 2025Q2: 5,310 shares; 2025Q3: 4,993 shares; 2025Q4: 4,891 shares; 2026Q1: 4,639 shares; 2026Q2: 4,060 shares 4,060 $340K 0.01% -579 Timeline SPD 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: 8,786 shares; 2024Q4: not reported; 2025Q1: 8,786 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares; 2025Q4: 8,166 shares; 2026Q1: 8,166 shares; 2026Q2: 8,166 shares 8,166 $339K 0.01% 0 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,510 shares; 2024Q4: not reported; 2025Q1: 6,350 shares; 2025Q2: 4,525 shares; 2025Q3: 4,505 shares; 2025Q4: 4,352 shares; 2026Q1: 4,400 shares; 2026Q2: 5,095 shares 5,095 $336K 0.01% +695 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,365 shares; 2024Q4: not reported; 2025Q1: 10,688 shares; 2025Q2: 10,469 shares; 2025Q3: 7,917 shares; 2025Q4: 6,608 shares; 2026Q1: 6,313 shares; 2026Q2: 7,235 shares 7,235 $336K 0.01% +922 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,104 shares; 2026Q2: 6,080 shares 6,080 $336K 0.01% -24 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,245 shares; 2025Q2: 2,165 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,184 shares 2,184 $336K 0.01% new Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 6,943 shares 6,943 $335K 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: 5,930 shares; 2024Q4: 3,151 shares; 2025Q1: 2,786 shares; 2025Q2: not reported; 2025Q3: 2,658 shares; 2025Q4: not reported; 2026Q1: 4,160 shares; 2026Q2: 3,948 shares 3,948 $334K 0.01% -212 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: 14,301 shares; 2024Q4: 13,827 shares; 2025Q1: 13,979 shares; 2025Q2: 13,433 shares; 2025Q3: 7,947 shares; 2025Q4: 7,270 shares; 2026Q1: 7,401 shares; 2026Q2: 6,864 shares 6,864 $333K 0.01% -537 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,481 shares; 2026Q1: 5,415 shares; 2026Q2: 6,304 shares 6,304 $333K 0.01% +889 Timeline BSJR 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: 10,437 shares; 2025Q3: 14,573 shares; 2025Q4: 14,873 shares; 2026Q1: 15,033 shares; 2026Q2: 14,890 shares 14,890 $333K 0.01% -143 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,328 shares; 2024Q4: 18,589 shares; 2025Q1: 17,257 shares; 2025Q2: 10,575 shares; 2025Q3: 9,025 shares; 2025Q4: 5,291 shares; 2026Q1: 5,191 shares; 2026Q2: 5,191 shares 5,191 $332K 0.01% 0 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: 63,373 shares; 2024Q4: 4,775 shares; 2025Q1: 5,163 shares; 2025Q2: 6,867 shares; 2025Q3: 6,920 shares; 2025Q4: 6,648 shares; 2026Q1: 8,637 shares; 2026Q2: 7,766 shares 7,766 $331K 0.01% -871 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,435 shares 1,435 $329K 0.01% new Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,760 shares; 2024Q4: not reported; 2025Q1: 18,136 shares; 2025Q2: 18,183 shares; 2025Q3: 17,991 shares; 2025Q4: 18,050 shares; 2026Q1: 19,610 shares; 2026Q2: 14,371 shares 14,371 $328K 0.01% -5,239 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: 4,141 shares; 2024Q4: not reported; 2025Q1: 3,903 shares; 2025Q2: 3,783 shares; 2025Q3: 3,493 shares; 2025Q4: 3,493 shares; 2026Q1: 3,474 shares; 2026Q2: 3,403 shares 3,403 $328K 0.01% -71 Timeline FPX 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: 1,962 shares; 2024Q4: 1,812 shares; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,232 shares; 2026Q1: 1,321 shares; 2026Q2: 1,588 shares 1,588 $327K 0.01% +267 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,778 shares; 2024Q4: not reported; 2025Q1: 3,997 shares; 2025Q2: 3,222 shares; 2025Q3: 3,084 shares; 2025Q4: 3,164 shares; 2026Q1: 3,324 shares; 2026Q2: 2,839 shares 2,839 $324K 0.01% -485 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: 3,841 shares; 2024Q4: 3,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,074 shares; 2026Q1: 4,111 shares; 2026Q2: 4,149 shares 4,149 $323K 0.01% +38 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,642 shares 7,642 $322K 0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 894 shares 894 $322K 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: 9,880 shares; 2024Q4: not reported; 2025Q1: 4,182 shares; 2025Q2: 3,141 shares; 2025Q3: 2,484 shares; 2025Q4: 2,337 shares; 2026Q1: 2,496 shares; 2026Q2: 2,462 shares 2,462 $322K 0.01% -34 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,099 shares; 2026Q2: 6,099 shares 6,099 $321K 0.01% 0 Timeline DDTO 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: 13,955 shares; 2026Q1: 13,955 shares; 2026Q2: 13,955 shares 13,955 $320K 0.01% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,905 shares; 2026Q1: 3,043 shares; 2026Q2: 3,143 shares 3,143 $320K 0.01% +100 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: 1,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745 shares; 2025Q3: 793 shares; 2025Q4: 795 shares; 2026Q1: 895 shares; 2026Q2: 861 shares 861 $319K 0.01% -34 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: 2,800 shares 2,800 $318K 0.01% 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: 15,019 shares; 2024Q4: 13,004 shares; 2025Q1: 12,325 shares; 2025Q2: 6,428 shares; 2025Q3: 5,888 shares; 2025Q4: 8,500 shares; 2026Q1: 9,631 shares; 2026Q2: 6,222 shares 6,222 $315K 0.01% -3,409 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,136 shares; 2024Q4: 3,055 shares; 2025Q1: 2,963 shares; 2025Q2: 2,865 shares; 2025Q3: 2,514 shares; 2025Q4: 2,518 shares; 2026Q1: 2,506 shares; 2026Q2: 2,151 shares 2,151 $315K 0.01% -355 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,966 shares; 2024Q4: not reported; 2025Q1: 4,034 shares; 2025Q2: 4,211 shares; 2025Q3: 4,191 shares; 2025Q4: 4,041 shares; 2026Q1: 3,917 shares; 2026Q2: 4,228 shares 4,228 $314K 0.01% +311 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: 4,704 shares; 2024Q4: 3,842 shares; 2025Q1: 3,029 shares; 2025Q2: 3,012 shares; 2025Q3: 3,060 shares; 2025Q4: 3,246 shares; 2026Q1: 3,308 shares; 2026Q2: 2,551 shares 2,551 $314K 0.01% -757 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 819 shares; 2025Q3: 872 shares; 2025Q4: not reported; 2026Q1: 1,148 shares; 2026Q2: 1,117 shares 1,117 $313K 0.01% -31 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,956 shares; 2025Q1: 2,045 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,021 shares; 2026Q1: 2,021 shares; 2026Q2: 2,022 shares 2,022 $312K 0.01% +1 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,923 shares; 2024Q4: 10,690 shares; 2025Q1: 8,157 shares; 2025Q2: 8,037 shares; 2025Q3: 7,970 shares; 2025Q4: 22,182 shares; 2026Q1: 22,082 shares; 2026Q2: 7,857 shares 7,857 $310K 0.01% -14,225 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: 2,765 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,426 shares; 2025Q4: 2,486 shares; 2026Q1: 2,990 shares; 2026Q2: 3,216 shares 3,216 $309K 0.01% +226 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,329 shares; 2024Q4: 1,397 shares; 2025Q1: 1,559 shares; 2025Q2: 1,506 shares; 2025Q3: 1,869 shares; 2025Q4: 1,229 shares; 2026Q1: 1,499 shares; 2026Q2: 1,057 shares 1,057 $307K 0.01% -442 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 633 shares 633 $306K 0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,256 shares; 2024Q4: 973 shares; 2025Q1: 1,203 shares; 2025Q2: 1,224 shares; 2025Q3: 1,295 shares; 2025Q4: 1,305 shares; 2026Q1: 1,281 shares; 2026Q2: 1,450 shares 1,450 $305K 0.01% +169 Timeline PBP 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: 9,300 shares; 2025Q2: 12,852 shares; 2025Q3: 13,854 shares; 2025Q4: 14,058 shares; 2026Q1: 13,810 shares; 2026Q2: 13,313 shares 13,313 $305K 0.01% -497 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: 21,118 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,864 shares; 2025Q4: 16,535 shares; 2026Q1: 17,908 shares; 2026Q2: 22,037 shares 22,037 $304K 0.01% +4,129 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL 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: 7,232 shares; 2026Q2: 7,150 shares 7,150 $304K 0.01% -82 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,675 shares; 2024Q4: 10,415 shares; 2025Q1: 10,415 shares; 2025Q2: 10,890 shares; 2025Q3: 10,840 shares; 2025Q4: 10,865 shares; 2026Q1: 10,765 shares; 2026Q2: 10,915 shares 10,915 $302K 0.01% +150 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: 20,801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,287 shares; 2026Q2: 4,727 shares 4,727 $302K 0.01% +440 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,729 shares 1,729 $301K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,829 shares; 2026Q2: 5,331 shares 5,331 $301K 0.01% -498 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,844 shares; 2024Q4: 5,796 shares; 2025Q1: 5,482 shares; 2025Q2: 5,581 shares; 2025Q3: 9,753 shares; 2025Q4: 9,715 shares; 2026Q1: 9,758 shares; 2026Q2: 6,570 shares 6,570 $299K 0.01% -3,188 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares; 2026Q1: 1,631 shares; 2026Q2: 1,110 shares 1,110 $298K 0.01% -521 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: not reported; 2025Q1: 1,131 shares; 2025Q2: 1,335 shares; 2025Q3: 1,332 shares; 2025Q4: 1,158 shares; 2026Q1: 2,023 shares; 2026Q2: 1,744 shares 1,744 $297K 0.01% -279 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,621 shares; 2024Q4: 83,710 shares; 2025Q1: 52,196 shares; 2025Q2: 41,661 shares; 2025Q3: 39,524 shares; 2025Q4: 11,023 shares; 2026Q1: 6,688 shares; 2026Q2: 6,814 shares 6,814 $296K 0.01% +126 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,041 shares; 2024Q4: not reported; 2025Q1: 2,305 shares; 2025Q2: 2,815 shares; 2025Q3: 2,699 shares; 2025Q4: 3,594 shares; 2026Q1: 3,804 shares; 2026Q2: 2,156 shares 2,156 $296K 0.01% -1,648 Timeline IYC 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: 2,917 shares 2,917 $295K 0.01% new Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,994 shares; 2024Q4: 33,537 shares; 2025Q1: 34,918 shares; 2025Q2: 29,642 shares; 2025Q3: 29,790 shares; 2025Q4: 30,113 shares; 2026Q1: 22,371 shares; 2026Q2: 12,960 shares 12,960 $294K 0.01% -9,411 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,189 shares; 2025Q3: 4,700 shares; 2025Q4: 6,011 shares; 2026Q1: 6,787 shares; 2026Q2: 2,927 shares 2,927 $294K 0.01% -3,860 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,994 shares; 2024Q4: 16,754 shares; 2025Q1: 16,746 shares; 2025Q2: 17,120 shares; 2025Q3: 17,091 shares; 2025Q4: 16,097 shares; 2026Q1: 15,621 shares; 2026Q2: 14,275 shares 14,275 $293K 0.01% -1,346 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: 7,375 shares; 2024Q4: 6,462 shares; 2025Q1: 6,477 shares; 2025Q2: 5,909 shares; 2025Q3: 2,536 shares; 2025Q4: 1,315 shares; 2026Q1: 1,133 shares; 2026Q2: 1,536 shares 1,536 $293K 0.01% +403 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $292K 0.01% new Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,934 shares; 2025Q3: 13,730 shares; 2025Q4: 13,090 shares; 2026Q1: 13,643 shares; 2026Q2: 12,142 shares 12,142 $292K 0.01% -1,501 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,877 shares; 2024Q4: 47,241 shares; 2025Q1: 64,056 shares; 2025Q2: 63,317 shares; 2025Q3: 65,922 shares; 2025Q4: 67,659 shares; 2026Q1: 90,082 shares; 2026Q2: 101,447 shares 101,447 $291K 0.01% +11,365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,335 shares; 2025Q4: 5,364 shares; 2026Q1: 5,391 shares; 2026Q2: 6,687 shares 6,687 $291K 0.01% +1,296 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,564 shares; 2024Q4: 9,267 shares; 2025Q1: 9,376 shares; 2025Q2: 8,738 shares; 2025Q3: 8,288 shares; 2025Q4: 7,107 shares; 2026Q1: 6,445 shares; 2026Q2: 4,855 shares 4,855 $290K 0.01% -1,590 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: 2,922 shares; 2024Q4: 2,921 shares; 2025Q1: 3,007 shares; 2025Q2: 3,000 shares; 2025Q3: 3,139 shares; 2025Q4: 2,884 shares; 2026Q1: 2,958 shares; 2026Q2: 3,675 shares 3,675 $290K 0.01% +717 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,919 shares; 2024Q4: 83,719 shares; 2025Q1: 93,745 shares; 2025Q2: 84,764 shares; 2025Q3: 84,799 shares; 2025Q4: 13,808 shares; 2026Q1: 10,355 shares; 2026Q2: 8,368 shares 8,368 $290K 0.01% -1,987 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,487 shares 4,487 $289K 0.01% new Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,119 shares; 2026Q2: 6,015 shares 6,015 $288K 0.01% -104 Timeline XCCC 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: 5,512 shares; 2025Q2: 5,943 shares; 2025Q3: 6,468 shares; 2025Q4: 7,464 shares; 2026Q1: 7,754 shares; 2026Q2: 7,851 shares 7,851 $287K 0.01% +97 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: 14,263 shares; 2024Q4: 8,744 shares; 2025Q1: 8,318 shares; 2025Q2: 7,726 shares; 2025Q3: 16,494 shares; 2025Q4: 8,864 shares; 2026Q1: 7,980 shares; 2026Q2: 6,976 shares 6,976 $286K 0.01% -1,004 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,715 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,374 shares 1,374 $283K 0.01% new Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,806 shares; 2026Q2: 4,806 shares 4,806 $283K 0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,130 shares; 2024Q4: 7,156 shares; 2025Q1: 7,265 shares; 2025Q2: 8,153 shares; 2025Q3: 8,341 shares; 2025Q4: 7,760 shares; 2026Q1: not reported; 2026Q2: 9,736 shares 9,736 $283K 0.01% new Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,245 shares; 2026Q1: 6,370 shares; 2026Q2: 6,900 shares 6,900 $283K 0.01% +530 Timeline ANGL 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: 27,272 shares; 2024Q4: not reported; 2025Q1: 9,178 shares; 2025Q2: 9,453 shares; 2025Q3: 8,921 shares; 2025Q4: 9,987 shares; 2026Q1: 12,985 shares; 2026Q2: 9,658 shares 9,658 $282K 0.01% -3,327 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,315 shares; 2025Q3: 5,938 shares; 2025Q4: 5,955 shares; 2026Q1: 6,609 shares; 2026Q2: 6,569 shares 6,569 $281K 0.01% -40 Timeline VLU 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: 1,746 shares; 2024Q4: 1,618 shares; 2025Q1: 1,611 shares; 2025Q2: 1,515 shares; 2025Q3: 1,302 shares; 2025Q4: 1,363 shares; 2026Q1: 1,128 shares; 2026Q2: 1,177 shares 1,177 $280K 0.01% +49 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: 2,343 shares; 2024Q4: 1,753 shares; 2025Q1: 1,857 shares; 2025Q2: 1,745 shares; 2025Q3: 1,779 shares; 2025Q4: 1,702 shares; 2026Q1: 1,843 shares; 2026Q2: 1,677 shares 1,677 $280K 0.01% -166 Timeline NJAN 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: 4,735 shares; 2026Q2: 4,735 shares 4,735 $279K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,698 shares; 2026Q1: 9,979 shares; 2026Q2: 10,478 shares 10,478 $279K 0.01% +499 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: 2,516 shares; 2024Q4: 1,828 shares; 2025Q1: 2,057 shares; 2025Q2: 1,852 shares; 2025Q3: 1,885 shares; 2025Q4: 1,863 shares; 2026Q1: 1,849 shares; 2026Q2: 1,835 shares 1,835 $279K 0.01% -14 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $278K 0.01% new 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: 6,156 shares 6,156 $278K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 4,198 shares; 2026Q1: not reported; 2026Q2: 3,098 shares 3,098 $274K 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,665 shares; 2024Q4: not reported; 2025Q1: 9,927 shares; 2025Q2: 10,067 shares; 2025Q3: 10,404 shares; 2025Q4: 9,623 shares; 2026Q1: 10,168 shares; 2026Q2: 10,330 shares 10,330 $274K 0.01% +162 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,682 shares; 2024Q4: 8,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,433 shares; 2026Q1: 8,202 shares; 2026Q2: 8,072 shares 8,072 $274K 0.01% -130 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,500 shares; 2025Q3: 20,550 shares; 2025Q4: 20,582 shares; 2026Q1: 21,029 shares; 2026Q2: 18,766 shares 18,766 $272K 0.01% -2,263 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this 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: 3,302 shares 3,302 $272K 0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 8,167 shares 8,167 $272K 0.01% new Timeline ATNI ATN INTL INC More: the full row for ATN INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,836 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,847 shares; 2025Q3: 10,436 shares; 2025Q4: 10,336 shares; 2026Q1: 10,336 shares; 2026Q2: 10,236 shares 10,236 $271K 0.01% -100 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 819 shares 819 $271K 0.01% new Timeline FSIG 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: 14,341 shares 14,341 $270K 0.01% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,556 shares; 2024Q4: not reported; 2025Q1: 7,975 shares; 2025Q2: 7,107 shares; 2025Q3: 7,248 shares; 2025Q4: 4,589 shares; 2026Q1: 4,997 shares; 2026Q2: 4,355 shares 4,355 $270K 0.01% -642 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,971 shares; 2024Q4: not reported; 2025Q1: 6,101 shares; 2025Q2: 2,680 shares; 2025Q3: 5,800 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,306 shares 5,306 $270K 0.01% new Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,615 shares 10,615 $269K 0.01% new Timeline PRPL PURPLE INNOVATION INC More: the full row for PURPLE INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 706,778 shares; 2024Q4: 901,176 shares; 2025Q1: 901,176 shares; 2025Q2: 901,176 shares; 2025Q3: 752,200 shares; 2025Q4: 752,200 shares; 2026Q1: 752,200 shares; 2026Q2: 752,200 shares 752,200 $269K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,849 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,228 shares; 2026Q1: 1,404 shares; 2026Q2: 1,256 shares 1,256 $267K 0.01% -148 Timeline IUS 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: 5,080 shares; 2024Q4: 4,570 shares; 2025Q1: 4,771 shares; 2025Q2: 3,972 shares; 2025Q3: 3,877 shares; 2025Q4: 4,202 shares; 2026Q1: 3,936 shares; 2026Q2: 4,033 shares 4,033 $264K 0.01% +97 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,633 shares; 2024Q4: not reported; 2025Q1: 6,641 shares; 2025Q2: 4,011 shares; 2025Q3: 3,628 shares; 2025Q4: 3,340 shares; 2026Q1: 3,067 shares; 2026Q2: 2,634 shares 2,634 $263K 0.01% -433 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,792 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $262K 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: 18,520 shares; 2024Q4: not reported; 2025Q1: 16,670 shares; 2025Q2: 5,740 shares; 2025Q3: 5,127 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,947 shares 5,947 $262K 0.01% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,015 shares; 2024Q4: 12,152 shares; 2025Q1: 12,286 shares; 2025Q2: 12,431 shares; 2025Q3: 13,591 shares; 2025Q4: 13,743 shares; 2026Q1: 13,893 shares; 2026Q2: 14,052 shares 14,052 $261K 0.01% +159 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,797 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,875 shares; 2026Q2: 3,416 shares 3,416 $261K 0.01% -459 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,683 shares 1,683 $260K 0.01% new Timeline EMNT 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: 2,544 shares; 2026Q1: 2,648 shares; 2026Q2: 2,629 shares 2,629 $260K 0.01% -19 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,951 shares; 2024Q4: not reported; 2025Q1: 2,867 shares; 2025Q2: 2,763 shares; 2025Q3: 2,757 shares; 2025Q4: 2,786 shares; 2026Q1: 2,893 shares; 2026Q2: 1,543 shares 1,543 $260K 0.01% -1,350 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: 8,073 shares; 2024Q4: 7,784 shares; 2025Q1: 8,407 shares; 2025Q2: 8,107 shares; 2025Q3: 8,045 shares; 2025Q4: 5,999 shares; 2026Q1: 7,179 shares; 2026Q2: 6,840 shares 6,840 $260K 0.01% -339 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 674 shares; 2025Q1: 500 shares; 2025Q2: 502 shares; 2025Q3: 523 shares; 2025Q4: 514 shares; 2026Q1: 548 shares; 2026Q2: 493 shares 493 $260K 0.01% -55 Timeline DRIV 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: 6,722 shares 6,722 $259K 0.01% new Timeline NMAY 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: 8,721 shares 8,721 $258K 0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,710 shares 1,710 $257K 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: 53,407 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 743 shares; 2026Q2: 733 shares 733 $257K 0.01% -10 Timeline OWLT OWLET INC More: the full row for OWLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,645 shares; 2024Q4: 44,645 shares; 2025Q1: 44,645 shares; 2025Q2: 44,645 shares; 2025Q3: 44,645 shares; 2025Q4: 44,645 shares; 2026Q1: 44,645 shares; 2026Q2: 44,645 shares 44,645 $256K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,455 shares 1,455 $255K 0.01% new Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,649 shares 11,649 $253K 0.01% new Timeline IDHQ 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: 6,697 shares; 2025Q3: 6,625 shares; 2025Q4: 6,632 shares; 2026Q1: 6,248 shares; 2026Q2: 5,788 shares 5,788 $253K 0.01% -460 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,031 shares; 2026Q2: 8,959 shares 8,959 $253K 0.01% -72 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,155 shares 2,155 $252K 0.01% new Timeline FUSI 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: 4,961 shares 4,961 $251K 0.01% new Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 957 shares 957 $249K 0.01% new Timeline FESM 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: 5,159 shares 5,159 $249K 0.01% new Timeline RBLD 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: 2,760 shares 2,760 $248K 0.01% new Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,960 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,693 shares 1,693 $248K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,087 shares; 2024Q4: 4,482 shares; 2025Q1: 5,255 shares; 2025Q2: 5,288 shares; 2025Q3: 5,611 shares; 2025Q4: 5,596 shares; 2026Q1: 6,026 shares; 2026Q2: 6,316 shares 6,316 $246K 0.01% +290 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,602 shares; 2025Q3: 1,609 shares; 2025Q4: 1,492 shares; 2026Q1: 1,309 shares; 2026Q2: 1,302 shares 1,302 $244K 0.01% -7 Timeline BSCV 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: 12,722 shares; 2024Q4: 12,875 shares; 2025Q1: 13,025 shares; 2025Q2: 13,186 shares; 2025Q3: 14,354 shares; 2025Q4: 14,519 shares; 2026Q1: 14,683 shares; 2026Q2: 14,856 shares 14,856 $243K 0.01% +173 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: 4,493 shares; 2026Q2: 4,492 shares 4,492 $243K 0.01% -1 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this 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: 7,606 shares 7,606 $242K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 3,307 shares 3,307 $241K 0.01% new 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: 349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174 shares 174 $241K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,830 shares 4,830 $239K 0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,672 shares; 2024Q4: 2,595 shares; 2025Q1: not reported; 2025Q2: 1,748 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,701 shares; 2026Q2: 1,649 shares 1,649 $239K 0.01% -52 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: 40,340 shares; 2024Q4: 38,498 shares; 2025Q1: 37,019 shares; 2025Q2: 34,607 shares; 2025Q3: 36,797 shares; 2025Q4: 10,142 shares; 2026Q1: 8,215 shares; 2026Q2: 6,474 shares 6,474 $238K 0.01% -1,741 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: 1,207 shares 1,207 $238K 0.01% new Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,792 shares; 2026Q1: 40,596 shares; 2026Q2: 9,689 shares 9,689 $237K 0.01% -30,907 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,531 shares; 2024Q4: 2,580 shares; 2025Q1: 2,549 shares; 2025Q2: 2,233 shares; 2025Q3: 2,250 shares; 2025Q4: 1,980 shares; 2026Q1: 2,251 shares; 2026Q2: 2,192 shares 2,192 $237K 0.01% -59 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,149 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 1,592 shares; 2025Q4: not reported; 2026Q1: 1,533 shares; 2026Q2: 1,533 shares 1,533 $237K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,121 shares; 2024Q4: not reported; 2025Q1: 224,137 shares; 2025Q2: 227,611 shares; 2025Q3: 227,415 shares; 2025Q4: 2,738 shares; 2026Q1: 2,637 shares; 2026Q2: 2,267 shares 2,267 $236K 0.01% -370 Timeline DOX AMDOCS LTD More: the full row for AMDOCS 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: 4,645 shares 4,645 $235K 0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this 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: 9,128 shares 9,128 $234K 0.01% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,465 shares; 2024Q4: 6,036 shares; 2025Q1: 5,599 shares; 2025Q2: 5,667 shares; 2025Q3: 5,786 shares; 2025Q4: 4,864 shares; 2026Q1: 4,786 shares; 2026Q2: 4,687 shares 4,687 $234K 0.01% -99 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,016 shares; 2024Q4: 14,933 shares; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,181 shares; 2025Q4: not reported; 2026Q1: 996 shares; 2026Q2: 961 shares 961 $233K 0.01% -35 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: 8,693 shares; 2024Q4: not reported; 2025Q1: 8,481 shares; 2025Q2: 8,029 shares; 2025Q3: 8,022 shares; 2025Q4: 7,459 shares; 2026Q1: not reported; 2026Q2: 4,523 shares 4,523 $233K 0.01% new Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,884 shares; 2024Q4: 15,813 shares; 2025Q1: 16,948 shares; 2025Q2: 17,876 shares; 2025Q3: 18,229 shares; 2025Q4: 18,922 shares; 2026Q1: 19,178 shares; 2026Q2: 21,520 shares 21,520 $232K 0.01% +2,342 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,192 shares; 2025Q4: 3,767 shares; 2026Q1: 3,873 shares; 2026Q2: 4,132 shares 4,132 $230K 0.01% +259 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,110 shares; 2024Q4: 2,973 shares; 2025Q1: 2,737 shares; 2025Q2: 3,135 shares; 2025Q3: 2,841 shares; 2025Q4: 2,575 shares; 2026Q1: not reported; 2026Q2: 2,862 shares 2,862 $230K 0.01% new Timeline BLOK 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: 10,386 shares; 2024Q4: 10,471 shares; 2025Q1: 9,045 shares; 2025Q2: 11,808 shares; 2025Q3: 11,221 shares; 2025Q4: 19,357 shares; 2026Q1: 19,339 shares; 2026Q2: 3,663 shares 3,663 $229K 0.01% -15,676 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 906 shares 906 $229K 0.01% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,969 shares 2,969 $229K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,407 shares; 2024Q4: 69,073 shares; 2025Q1: 63,779 shares; 2025Q2: 64,132 shares; 2025Q3: 63,938 shares; 2025Q4: 15,927 shares; 2026Q1: 15,779 shares; 2026Q2: 16,335 shares 16,335 $227K 0.01% +556 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,856 shares; 2024Q4: 21,131 shares; 2025Q1: 21,131 shares; 2025Q2: 18,446 shares; 2025Q3: 18,453 shares; 2025Q4: 18,447 shares; 2026Q1: 17,448 shares; 2026Q2: 17,567 shares 17,567 $226K 0.01% +119 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: 2,589 shares; 2024Q4: 2,456 shares; 2025Q1: 3,075 shares; 2025Q2: 3,316 shares; 2025Q3: 3,101 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,791 shares 1,791 $226K 0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,663 shares 8,663 $225K 0.01% new Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,062 shares; 2024Q4: 4,062 shares; 2025Q1: 4,002 shares; 2025Q2: not reported; 2025Q3: 3,663 shares; 2025Q4: 3,664 shares; 2026Q1: 3,665 shares; 2026Q2: 3,665 shares 3,665 $225K 0.01% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this 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: 600 shares 600 $224K 0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,946 shares 1,946 $224K 0.01% new Timeline TECL 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: 965 shares 965 $223K 0.01% new Timeline CHPY 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: 3,786 shares; 2025Q4: 4,185 shares; 2026Q1: not reported; 2026Q2: 2,512 shares 2,512 $221K 0.01% new Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,702 shares 4,702 $220K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,807 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,861 shares; 2026Q1: 2,898 shares; 2026Q2: 2,780 shares 2,780 $219K 0.01% -118 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,707 shares; 2024Q4: 3,976 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,558 shares 2,558 $219K 0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,339 shares; 2026Q1: 2,672 shares; 2026Q2: 2,313 shares 2,313 $219K 0.01% -359 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: 2,359 shares; 2024Q4: 2,299 shares; 2025Q1: 1,113 shares; 2025Q2: 1,021 shares; 2025Q3: 1,026 shares; 2025Q4: 914 shares; 2026Q1: not reported; 2026Q2: 159 shares 159 $216K 0.01% 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: 3,923 shares; 2026Q2: 4,016 shares 4,016 $216K 0.01% +93 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,709 shares; 2024Q4: 12,055 shares; 2025Q1: 12,776 shares; 2025Q2: 13,014 shares; 2025Q3: 14,727 shares; 2025Q4: 15,087 shares; 2026Q1: 15,166 shares; 2026Q2: 20,299 shares 20,299 $215K 0.01% +5,133 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL 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: 3,733 shares 3,733 $214K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,594 shares; 2025Q3: 3,695 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,819 shares 2,819 $214K 0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,833 shares; 2024Q4: 11,783 shares; 2025Q1: 12,122 shares; 2025Q2: 13,869 shares; 2025Q3: 14,276 shares; 2025Q4: 15,202 shares; 2026Q1: 16,025 shares; 2026Q2: 8,621 shares 8,621 $214K 0.01% -7,404 Timeline NNOV 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: 6,796 shares 6,796 $214K 0.01% new Timeline EWG 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: 10,343 shares; 2025Q3: 12,234 shares; 2025Q4: 12,780 shares; 2026Q1: 14,482 shares; 2026Q2: 5,157 shares 5,157 $213K 0.01% -9,325 Timeline IBND 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: 6,831 shares 6,831 $213K 0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,306 shares; 2024Q4: 4,886 shares; 2025Q1: 4,585 shares; 2025Q2: 4,636 shares; 2025Q3: 4,421 shares; 2025Q4: 4,249 shares; 2026Q1: 3,970 shares; 2026Q2: 3,916 shares 3,916 $213K 0.01% -54 Timeline IBMR 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: 8,333 shares 8,333 $212K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,540 shares 2,540 $212K 0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,404 shares; 2025Q4: 10,662 shares; 2026Q1: 9,959 shares; 2026Q2: 6,495 shares 6,495 $212K 0.01% -3,464 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,804 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,862 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,213 shares 2,213 $211K 0.01% new Timeline NDEC 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: 7,021 shares 7,021 $211K 0.01% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this 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: 3,316 shares 3,316 $210K 0.01% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,191 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,986 shares 3,986 $209K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,832 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,707 shares; 2025Q4: 2,730 shares; 2026Q1: 2,729 shares; 2026Q2: 2,707 shares 2,707 $209K 0.01% -22 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,954 shares; 2024Q4: 80,954 shares; 2025Q1: 80,954 shares; 2025Q2: 80,954 shares; 2025Q3: 55,489 shares; 2025Q4: 57,849 shares; 2026Q1: 57,849 shares; 2026Q2: 45,149 shares 45,149 $209K 0.01% -12,700 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,179 shares 2,179 $208K 0.01% new Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,030 shares; 2024Q4: not reported; 2025Q1: 9,727 shares; 2025Q2: 9,727 shares; 2025Q3: 9,727 shares; 2025Q4: 7,896 shares; 2026Q1: 4,745 shares; 2026Q2: 4,768 shares 4,768 $207K 0.01% +23 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares; 2026Q2: 3,151 shares 3,151 $207K 0.01% 0 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: 5,491 shares; 2024Q4: not reported; 2025Q1: 6,279 shares; 2025Q2: 5,453 shares; 2025Q3: 5,017 shares; 2025Q4: 5,017 shares; 2026Q1: 4,431 shares; 2026Q2: 4,331 shares 4,331 $207K 0.01% -100 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813 shares; 2026Q2: 421 shares 421 $206K 0.01% -392 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: 1,568 shares 1,568 $206K 0.01% new Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,283 shares 3,283 $206K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,334 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,375 shares 2,375 $206K 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: not reported; 2025Q3: not reported; 2025Q4: 1,551 shares; 2026Q1: not reported; 2026Q2: 1,549 shares 1,549 $206K 0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,703 shares; 2026Q2: 14,113 shares 14,113 $205K 0.01% +3,410 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: 116 shares; 2025Q2: 117 shares; 2025Q3: 110 shares; 2025Q4: 108 shares; 2026Q1: 109 shares; 2026Q2: 105 shares 105 $205K 0.01% -4 Timeline XBB 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: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $205K 0.01% 0 Timeline NVDY 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: 12,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,975 shares; 2025Q4: 37,769 shares; 2026Q1: 35,925 shares; 2026Q2: 16,475 shares 16,475 $205K 0.01% -19,450 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: 1,241 shares 1,241 $204K 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: 4,792 shares 4,792 $204K 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: 13,871 shares; 2024Q4: 8,504 shares; 2025Q1: 7,844 shares; 2025Q2: 8,127 shares; 2025Q3: 7,208 shares; 2025Q4: 6,070 shares; 2026Q1: 6,128 shares; 2026Q2: 4,723 shares 4,723 $204K 0.01% -1,405 Timeline PKW 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: 1,768 shares; 2024Q4: 1,769 shares; 2025Q1: not reported; 2025Q2: 1,688 shares; 2025Q3: 1,689 shares; 2025Q4: 1,690 shares; 2026Q1: not reported; 2026Q2: 1,434 shares 1,434 $203K 0.01% new Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 9,778 shares 9,778 $202K 0.01% new Timeline JPMB 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: 5,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $202K 0.01% new Timeline