AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,485 shares; 2024Q4: 65,487 shares; 2025Q1: 75,589 shares; 2025Q2: 56,988 shares; 2025Q3: 53,570 shares; 2025Q4: 55,370 shares; 2026Q1: 61,391 shares; 2026Q2: 62,480 shares 62,480 $18.1M 3.66% +1,089 Timeline DFAI 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: 188,478 shares; 2024Q4: 229,928 shares; 2025Q1: 273,697 shares; 2025Q2: 312,190 shares; 2025Q3: 350,493 shares; 2025Q4: 347,821 shares; 2026Q1: 327,315 shares; 2026Q2: 334,737 shares 334,737 $13.8M 2.79% +7,422 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,235 shares; 2024Q4: 181,882 shares; 2025Q1: 190,910 shares; 2025Q2: 216,896 shares; 2025Q3: 229,595 shares; 2025Q4: 230,629 shares; 2026Q1: 243,761 shares; 2026Q2: 240,393 shares 240,393 $13.6M 2.75% -3,368 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: 111,313 shares; 2024Q4: 131,496 shares; 2025Q1: 137,940 shares; 2025Q2: 126,607 shares; 2025Q3: 121,997 shares; 2025Q4: 125,070 shares; 2026Q1: 124,240 shares; 2026Q2: 122,411 shares 122,411 $12.7M 2.57% -1,829 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,683 shares; 2024Q4: 194,513 shares; 2025Q1: 196,053 shares; 2025Q2: 195,159 shares; 2025Q3: 214,171 shares; 2025Q4: 217,395 shares; 2026Q1: 233,470 shares; 2026Q2: 249,783 shares 249,783 $12.3M 2.49% +16,313 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,516 shares; 2024Q4: 37,091 shares; 2025Q1: 33,923 shares; 2025Q2: 13,751 shares; 2025Q3: 11,341 shares; 2025Q4: 11,064 shares; 2026Q1: 12,584 shares; 2026Q2: 16,560 shares 16,560 $12.2M 2.47% +3,976 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 356,441 shares; 2025Q3: 487,260 shares; 2025Q4: 467,442 shares; 2026Q1: 474,153 shares; 2026Q2: 463,079 shares 463,079 $11.5M 2.33% -11,074 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: 144,358 shares; 2024Q4: 166,439 shares; 2025Q1: 183,197 shares; 2025Q2: 172,207 shares; 2025Q3: 179,942 shares; 2025Q4: 181,154 shares; 2026Q1: 185,303 shares; 2026Q2: 183,265 shares 183,265 $11.4M 2.31% -2,038 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,467 shares; 2024Q4: 9,791 shares; 2025Q1: 10,975 shares; 2025Q2: 12,459 shares; 2025Q3: 15,139 shares; 2025Q4: 15,103 shares; 2026Q1: 14,073 shares; 2026Q2: 15,403 shares 15,403 $10.6M 2.14% +1,330 Timeline ROUS 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: 82,850 shares; 2024Q4: 148,288 shares; 2025Q1: 147,816 shares; 2025Q2: 128,142 shares; 2025Q3: 123,112 shares; 2025Q4: 123,516 shares; 2026Q1: 124,610 shares; 2026Q2: 122,530 shares 122,530 $8.26M 1.67% -2,080 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: 139,985 shares; 2024Q4: 147,538 shares; 2025Q1: 143,482 shares; 2025Q2: 131,430 shares; 2025Q3: 126,547 shares; 2025Q4: 134,241 shares; 2026Q1: 146,045 shares; 2026Q2: 162,273 shares 162,273 $8.22M 1.66% +16,228 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,669 shares; 2024Q4: 32,195 shares; 2025Q1: 30,251 shares; 2025Q2: 19,643 shares; 2025Q3: 18,205 shares; 2025Q4: 33,017 shares; 2026Q1: 38,747 shares; 2026Q2: 40,642 shares 40,642 $8.13M 1.64% +1,895 Timeline SYLD 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: 156,525 shares; 2024Q4: 150,767 shares; 2025Q1: 141,476 shares; 2025Q2: 129,641 shares; 2025Q3: 125,615 shares; 2025Q4: 102,033 shares; 2026Q1: 101,077 shares; 2026Q2: 99,792 shares 99,792 $7.89M 1.6% -1,285 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,526 shares; 2024Q4: 67,939 shares; 2025Q1: 69,136 shares; 2025Q2: 72,817 shares; 2025Q3: 74,521 shares; 2025Q4: 86,025 shares; 2026Q1: 93,254 shares; 2026Q2: 90,789 shares 90,789 $7.85M 1.59% -2,465 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,372 shares; 2024Q4: 100,421 shares; 2025Q1: 102,831 shares; 2025Q2: 112,867 shares; 2025Q3: 125,189 shares; 2025Q4: 123,765 shares; 2026Q1: 119,495 shares; 2026Q2: 117,673 shares 117,673 $6.95M 1.41% -1,822 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: 87,239 shares; 2024Q4: 81,817 shares; 2025Q1: 89,601 shares; 2025Q2: 92,631 shares; 2025Q3: 118,584 shares; 2025Q4: 116,709 shares; 2026Q1: 110,419 shares; 2026Q2: 108,715 shares 108,715 $6.41M 1.3% -1,704 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,354 shares; 2024Q4: 44,538 shares; 2025Q1: 105,984 shares; 2025Q2: 143,254 shares; 2025Q3: 192,959 shares; 2025Q4: 181,665 shares; 2026Q1: 168,873 shares; 2026Q2: 182,814 shares 182,814 $6.19M 1.25% +13,941 Timeline ENDW 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: 202,545 shares; 2025Q4: 207,916 shares; 2026Q1: 182,228 shares; 2026Q2: 184,765 shares 184,765 $6.18M 1.25% +2,537 Timeline FYLD 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: 174,442 shares; 2024Q4: 168,227 shares; 2025Q1: 169,497 shares; 2025Q2: 174,053 shares; 2025Q3: 173,771 shares; 2025Q4: 178,876 shares; 2026Q1: 174,779 shares; 2026Q2: 168,877 shares 168,877 $6.16M 1.25% -5,902 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 169,027 shares; 2025Q1: 166,433 shares; 2025Q2: 166,804 shares; 2025Q3: 183,184 shares; 2025Q4: 187,325 shares; 2026Q1: 189,105 shares; 2026Q2: 192,219 shares 192,219 $6.16M 1.25% +3,114 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,231 shares; 2024Q4: 106,320 shares; 2025Q1: 112,972 shares; 2025Q2: 131,305 shares; 2025Q3: 133,827 shares; 2025Q4: 179,200 shares; 2026Q1: 186,740 shares; 2026Q2: 193,737 shares 193,737 $5.93M 1.2% +6,997 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,564 shares; 2025Q2: 48,874 shares; 2025Q3: 60,498 shares; 2025Q4: 76,899 shares; 2026Q1: 156,949 shares; 2026Q2: 173,074 shares 173,074 $5.66M 1.14% +16,125 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,271 shares; 2024Q4: 107,546 shares; 2025Q1: 100,971 shares; 2025Q2: 88,813 shares; 2025Q3: 85,550 shares; 2025Q4: 82,363 shares; 2026Q1: 71,807 shares; 2026Q2: 74,473 shares 74,473 $5.62M 1.14% +2,666 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,534 shares; 2024Q4: 22,965 shares; 2025Q1: 34,774 shares; 2025Q2: 46,144 shares; 2025Q3: 58,269 shares; 2025Q4: 56,905 shares; 2026Q1: 50,634 shares; 2026Q2: 58,390 shares 58,390 $5.58M 1.13% +7,756 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,934 shares; 2024Q4: 111,009 shares; 2025Q1: 114,882 shares; 2025Q2: 113,507 shares; 2025Q3: 108,254 shares; 2025Q4: 111,583 shares; 2026Q1: 109,132 shares; 2026Q2: 110,010 shares 110,010 $5.42M 1.1% +878 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: 160,947 shares; 2024Q4: 160,542 shares; 2025Q1: 158,879 shares; 2025Q2: 119,111 shares; 2025Q3: 116,171 shares; 2025Q4: 116,076 shares; 2026Q1: 114,683 shares; 2026Q2: 102,533 shares 102,533 $5.39M 1.09% -12,150 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,608 shares; 2025Q1: 18,355 shares; 2025Q2: 34,357 shares; 2025Q3: 34,321 shares; 2025Q4: 42,851 shares; 2026Q1: 77,456 shares; 2026Q2: 87,185 shares 87,185 $5.33M 1.08% +9,729 Timeline EDV 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: 88,699 shares; 2024Q4: 94,113 shares; 2025Q1: 91,098 shares; 2025Q2: 94,473 shares; 2025Q3: 94,351 shares; 2025Q4: 89,450 shares; 2026Q1: 95,437 shares; 2026Q2: 81,037 shares 81,037 $5.27M 1.07% -14,400 Timeline DFSV 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: 96,279 shares; 2024Q4: 127,626 shares; 2025Q1: 135,679 shares; 2025Q2: 136,797 shares; 2025Q3: 133,057 shares; 2025Q4: 139,640 shares; 2026Q1: 136,293 shares; 2026Q2: 135,874 shares 135,874 $5.27M 1.07% -419 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 78,235 shares; 2025Q3: 129,460 shares; 2025Q4: 132,798 shares; 2026Q1: 151,167 shares; 2026Q2: 149,377 shares 149,377 $5.16M 1.04% -1,790 Timeline DSTL 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: 49,663 shares; 2024Q4: 65,172 shares; 2025Q1: 69,696 shares; 2025Q2: 74,153 shares; 2025Q3: 72,961 shares; 2025Q4: 80,699 shares; 2026Q1: 80,468 shares; 2026Q2: 83,266 shares 83,266 $4.99M 1.01% +2,798 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: 35,425 shares; 2024Q4: 38,336 shares; 2025Q1: 41,071 shares; 2025Q2: 40,601 shares; 2025Q3: 47,115 shares; 2025Q4: 44,294 shares; 2026Q1: 46,605 shares; 2026Q2: 45,259 shares 45,259 $4.95M 1% -1,346 Timeline RSSB 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: 8,903 shares; 2025Q1: 25,382 shares; 2025Q2: 39,555 shares; 2025Q3: 48,464 shares; 2025Q4: 67,707 shares; 2026Q1: 136,634 shares; 2026Q2: 160,634 shares 160,634 $4.94M 1% +24,000 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,328 shares; 2024Q4: 8,886 shares; 2025Q1: 10,302 shares; 2025Q2: 15,783 shares; 2025Q3: 21,942 shares; 2025Q4: 71,685 shares; 2026Q1: 72,684 shares; 2026Q2: 96,693 shares 96,693 $4.79M 0.97% +24,009 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,471 shares; 2024Q4: 171,620 shares; 2025Q1: 178,085 shares; 2025Q2: 171,213 shares; 2025Q3: 178,744 shares; 2025Q4: 202,039 shares; 2026Q1: 207,713 shares; 2026Q2: 209,634 shares 209,634 $4.67M 0.94% +1,921 Timeline TRTY 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: 130,491 shares; 2024Q4: 134,665 shares; 2025Q1: 137,641 shares; 2025Q2: 133,088 shares; 2025Q3: 137,876 shares; 2025Q4: 142,135 shares; 2026Q1: 147,679 shares; 2026Q2: 149,337 shares 149,337 $4.51M 0.91% +1,658 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,493 shares; 2024Q4: 31,453 shares; 2025Q1: 31,009 shares; 2025Q2: 35,191 shares; 2025Q3: 35,798 shares; 2025Q4: 40,589 shares; 2026Q1: 43,094 shares; 2026Q2: 43,716 shares 43,716 $4.33M 0.88% +622 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,861 shares; 2025Q2: 105,216 shares; 2025Q3: 106,406 shares; 2025Q4: 107,149 shares; 2026Q1: 105,144 shares; 2026Q2: 104,565 shares 104,565 $4.15M 0.84% -579 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,870 shares; 2024Q4: 100,342 shares; 2025Q1: 102,251 shares; 2025Q2: 101,501 shares; 2025Q3: 93,893 shares; 2025Q4: 94,761 shares; 2026Q1: 95,849 shares; 2026Q2: 94,482 shares 94,482 $4.09M 0.83% -1,367 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: 8,436 shares; 2024Q4: 13,009 shares; 2025Q1: 25,343 shares; 2025Q2: 27,611 shares; 2025Q3: 39,602 shares; 2025Q4: 39,996 shares; 2026Q1: 36,076 shares; 2026Q2: 39,468 shares 39,468 $3.73M 0.75% +3,392 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,654 shares; 2024Q4: 7,862 shares; 2025Q1: 12,863 shares; 2025Q2: 15,324 shares; 2025Q3: 17,407 shares; 2025Q4: 21,134 shares; 2026Q1: 50,732 shares; 2026Q2: 44,306 shares 44,306 $3.71M 0.75% -6,426 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,288 shares; 2024Q4: 10,666 shares; 2025Q1: 10,788 shares; 2025Q2: 8,900 shares; 2025Q3: 9,251 shares; 2025Q4: 9,803 shares; 2026Q1: 9,860 shares; 2026Q2: 10,038 shares 10,038 $3.7M 0.75% +178 Timeline XSVM 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: 44,997 shares; 2024Q4: 50,580 shares; 2025Q1: 54,379 shares; 2025Q2: 51,195 shares; 2025Q3: 54,416 shares; 2025Q4: 55,396 shares; 2026Q1: 51,980 shares; 2026Q2: 52,280 shares 52,280 $3.64M 0.74% +300 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,389 shares; 2024Q4: 62,461 shares; 2025Q1: 59,933 shares; 2025Q2: 54,216 shares; 2025Q3: 51,004 shares; 2025Q4: 49,120 shares; 2026Q1: 46,906 shares; 2026Q2: 45,675 shares 45,675 $3.46M 0.7% -1,231 Timeline EYLD 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: 58,140 shares; 2024Q4: 68,354 shares; 2025Q1: 68,062 shares; 2025Q2: 70,781 shares; 2025Q3: 71,146 shares; 2025Q4: 75,339 shares; 2026Q1: 74,049 shares; 2026Q2: 72,989 shares 72,989 $3.31M 0.67% -1,060 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: not reported; 2024Q4: 19,830 shares; 2025Q1: 21,205 shares; 2025Q2: 20,692 shares; 2025Q3: 23,818 shares; 2025Q4: 25,034 shares; 2026Q1: 32,806 shares; 2026Q2: 32,645 shares 32,645 $3.22M 0.65% -161 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,212 shares; 2024Q4: 112,030 shares; 2025Q1: 110,795 shares; 2025Q2: 109,172 shares; 2025Q3: 94,874 shares; 2025Q4: 88,588 shares; 2026Q1: 78,065 shares; 2026Q2: 72,631 shares 72,631 $3.14M 0.64% -5,434 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,408 shares; 2024Q4: 16,941 shares; 2025Q1: 16,316 shares; 2025Q2: 14,300 shares; 2025Q3: 10,646 shares; 2025Q4: 10,095 shares; 2026Q1: 11,929 shares; 2026Q2: 13,184 shares 13,184 $3.14M 0.64% +1,255 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,766 shares; 2024Q4: 43,777 shares; 2025Q1: 34,033 shares; 2025Q2: 14,787 shares; 2025Q3: 13,053 shares; 2025Q4: 12,636 shares; 2026Q1: 12,760 shares; 2026Q2: 14,185 shares 14,185 $3.09M 0.63% +1,425 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,308 shares; 2025Q1: 70,972 shares; 2025Q2: 77,769 shares; 2025Q3: 118,472 shares; 2025Q4: 106,899 shares; 2026Q1: 100,412 shares; 2026Q2: 125,125 shares 125,125 $3.09M 0.62% +24,713 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,244 shares; 2025Q1: 37,101 shares; 2025Q2: 37,628 shares; 2025Q3: 38,690 shares; 2025Q4: 52,303 shares; 2026Q1: 52,565 shares; 2026Q2: 98,434 shares 98,434 $3.08M 0.62% +45,869 Timeline JPST 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: 40,334 shares; 2024Q4: 38,801 shares; 2025Q1: 42,964 shares; 2025Q2: 43,468 shares; 2025Q3: 42,106 shares; 2025Q4: 39,124 shares; 2026Q1: 59,277 shares; 2026Q2: 58,787 shares 58,787 $2.97M 0.6% -490 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,652 shares; 2024Q4: 87,858 shares; 2025Q1: 92,841 shares; 2025Q2: 80,591 shares; 2025Q3: 82,803 shares; 2025Q4: 81,473 shares; 2026Q1: 79,082 shares; 2026Q2: 88,768 shares 88,768 $2.81M 0.57% +9,686 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,226 shares; 2024Q4: 11,515 shares; 2025Q1: 11,598 shares; 2025Q2: 7,843 shares; 2025Q3: 6,482 shares; 2025Q4: 6,394 shares; 2026Q1: 8,385 shares; 2026Q2: 7,526 shares 7,526 $2.81M 0.57% -859 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: 14,668 shares; 2024Q4: 23,319 shares; 2025Q1: 19,736 shares; 2025Q2: 19,693 shares; 2025Q3: 19,240 shares; 2025Q4: 17,503 shares; 2026Q1: 25,881 shares; 2026Q2: 25,142 shares 25,142 $2.77M 0.56% -739 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: 37,988 shares; 2024Q4: 37,357 shares; 2025Q1: 37,995 shares; 2025Q2: 39,001 shares; 2025Q3: 41,566 shares; 2025Q4: 37,526 shares; 2026Q1: 54,249 shares; 2026Q2: 50,944 shares 50,944 $2.57M 0.52% -3,305 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,267 shares; 2024Q4: 26,214 shares; 2025Q1: 30,504 shares; 2025Q2: 30,614 shares; 2025Q3: 31,824 shares; 2025Q4: 32,763 shares; 2026Q1: 32,928 shares; 2026Q2: 34,009 shares 34,009 $2.42M 0.49% +1,081 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,167 shares; 2024Q4: 35,370 shares; 2025Q1: 36,110 shares; 2025Q2: 45,681 shares; 2025Q3: 49,711 shares; 2025Q4: 55,063 shares; 2026Q1: 53,236 shares; 2026Q2: 51,793 shares 51,793 $2.41M 0.49% -1,443 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: 11,196 shares; 2024Q4: 8,350 shares; 2025Q1: 8,109 shares; 2025Q2: 7,208 shares; 2025Q3: 7,632 shares; 2025Q4: 7,484 shares; 2026Q1: 7,360 shares; 2026Q2: 7,038 shares 7,038 $2.41M 0.49% -322 Timeline EELV 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: 11,261 shares; 2024Q4: 22,846 shares; 2025Q1: 46,534 shares; 2025Q2: 65,807 shares; 2025Q3: 86,786 shares; 2025Q4: 83,838 shares; 2026Q1: 76,702 shares; 2026Q2: 83,630 shares 83,630 $2.32M 0.47% +6,928 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: not reported; 2024Q4: 24,469 shares; 2025Q1: 25,639 shares; 2025Q2: 21,297 shares; 2025Q3: 21,851 shares; 2025Q4: 23,063 shares; 2026Q1: 29,090 shares; 2026Q2: 28,688 shares 28,688 $2.24M 0.45% -402 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,313 shares; 2024Q4: 14,732 shares; 2025Q1: 16,217 shares; 2025Q2: 18,139 shares; 2025Q3: 18,941 shares; 2025Q4: 16,771 shares; 2026Q1: 19,100 shares; 2026Q2: 21,826 shares 21,826 $2.23M 0.45% +2,726 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,933 shares; 2024Q4: 5,933 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 5,933 shares; 2025Q4: 33,933 shares; 2026Q1: 33,955 shares; 2026Q2: 34,041 shares 34,041 $2.19M 0.44% +86 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,868 shares; 2024Q4: 7,945 shares; 2025Q1: 9,773 shares; 2025Q2: 11,133 shares; 2025Q3: 10,916 shares; 2025Q4: 11,121 shares; 2026Q1: 12,163 shares; 2026Q2: 12,847 shares 12,847 $2.13M 0.43% +684 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,734 shares; 2025Q1: 40,235 shares; 2025Q2: 42,475 shares; 2025Q3: 46,107 shares; 2025Q4: 46,801 shares; 2026Q1: 43,117 shares; 2026Q2: 44,828 shares 44,828 $2.12M 0.43% +1,711 Timeline SMTH 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: 88,089 shares; 2024Q4: 79,839 shares; 2025Q1: 84,791 shares; 2025Q2: 84,752 shares; 2025Q3: 83,021 shares; 2025Q4: 82,575 shares; 2026Q1: 82,372 shares; 2026Q2: 80,196 shares 80,196 $2.06M 0.42% -2,176 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,321 shares; 2024Q4: 6,597 shares; 2025Q1: 7,263 shares; 2025Q2: 6,101 shares; 2025Q3: 6,223 shares; 2025Q4: 7,092 shares; 2026Q1: 5,451 shares; 2026Q2: 5,504 shares 5,504 $2.04M 0.41% +53 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,719 shares; 2024Q4: 17,223 shares; 2025Q1: 38,911 shares; 2025Q2: 44,117 shares; 2025Q3: 65,486 shares; 2025Q4: 67,676 shares; 2026Q1: 59,642 shares; 2026Q2: 45,087 shares 45,087 $2.03M 0.41% -14,555 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,592 shares; 2024Q4: 80,740 shares; 2025Q1: 87,235 shares; 2025Q2: 84,214 shares; 2025Q3: 80,699 shares; 2025Q4: 80,357 shares; 2026Q1: 80,071 shares; 2026Q2: 77,873 shares 77,873 $1.99M 0.4% -2,198 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 1,622 shares; 2026Q2: 1,720 shares 1,720 $1.99M 0.4% +98 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,376 shares; 2024Q4: 7,433 shares; 2025Q1: 6,435 shares; 2025Q2: 4,489 shares; 2025Q3: 3,554 shares; 2025Q4: 3,583 shares; 2026Q1: 4,948 shares; 2026Q2: 5,554 shares 5,554 $1.99M 0.4% +606 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,564 shares; 2024Q4: 2,418 shares; 2025Q1: 3,586 shares; 2025Q2: 4,076 shares; 2025Q3: 5,032 shares; 2025Q4: 15,984 shares; 2026Q1: 16,540 shares; 2026Q2: 19,353 shares 19,353 $1.94M 0.39% +2,813 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,265 shares; 2024Q4: 32,625 shares; 2025Q1: 32,633 shares; 2025Q2: 25,655 shares; 2025Q3: 23,691 shares; 2025Q4: 22,823 shares; 2026Q1: 23,603 shares; 2026Q2: 21,952 shares 21,952 $1.93M 0.39% -1,651 Timeline BOXX 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: 3,763 shares; 2025Q1: 3,763 shares; 2025Q2: 5,563 shares; 2025Q3: 7,736 shares; 2025Q4: 6,391 shares; 2026Q1: 6,599 shares; 2026Q2: 15,739 shares 15,739 $1.84M 0.37% +9,140 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,682 shares; 2026Q1: 51,450 shares; 2026Q2: 61,186 shares 61,186 $1.79M 0.36% +9,736 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,892 shares; 2024Q4: 9,512 shares; 2025Q1: 9,771 shares; 2025Q2: 3,763 shares; 2025Q3: 3,081 shares; 2025Q4: 3,580 shares; 2026Q1: 4,474 shares; 2026Q2: 4,989 shares 4,989 $1.76M 0.36% +515 Timeline RSBT 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: 16,878 shares; 2025Q4: 35,953 shares; 2026Q1: 44,600 shares; 2026Q2: 90,821 shares 90,821 $1.73M 0.35% +46,221 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,919 shares; 2024Q4: 2,371 shares; 2025Q1: 2,708 shares; 2025Q2: 2,837 shares; 2025Q3: 2,626 shares; 2025Q4: 2,695 shares; 2026Q1: 3,193 shares; 2026Q2: 3,382 shares 3,382 $1.69M 0.34% +189 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,172 shares; 2024Q4: 40,390 shares; 2025Q1: 38,438 shares; 2025Q2: 32,486 shares; 2025Q3: 29,402 shares; 2025Q4: 25,052 shares; 2026Q1: 21,538 shares; 2026Q2: 23,051 shares 23,051 $1.67M 0.34% +1,513 Timeline FTHI 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: 39,386 shares; 2025Q4: 39,411 shares; 2026Q1: 67,329 shares; 2026Q2: 69,541 shares 69,541 $1.66M 0.34% +2,212 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,696 shares; 2024Q4: 2,665 shares; 2025Q1: 2,465 shares; 2025Q2: 2,278 shares; 2025Q3: 2,136 shares; 2025Q4: 2,935 shares; 2026Q1: 3,569 shares; 2026Q2: 3,915 shares 3,915 $1.65M 0.33% +346 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: not reported; 2024Q4: 30,007 shares; 2025Q1: 31,740 shares; 2025Q2: 31,448 shares; 2025Q3: 35,032 shares; 2025Q4: 37,831 shares; 2026Q1: 45,574 shares; 2026Q2: 44,279 shares 44,279 $1.58M 0.32% -1,295 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,396 shares; 2024Q4: 6,514 shares; 2025Q1: 6,799 shares; 2025Q2: 4,437 shares; 2025Q3: 4,436 shares; 2025Q4: 4,475 shares; 2026Q1: 4,624 shares; 2026Q2: 19,068 shares 19,068 $1.54M 0.31% +14,444 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,157 shares; 2024Q4: 26,411 shares; 2025Q1: 26,296 shares; 2025Q2: 25,903 shares; 2025Q3: 22,381 shares; 2025Q4: 20,314 shares; 2026Q1: 16,102 shares; 2026Q2: 15,471 shares 15,471 $1.45M 0.29% -631 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,660 shares; 2024Q4: 2,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,648 shares; 2026Q1: 2,048 shares; 2026Q2: 2,501 shares 2,501 $1.45M 0.29% +453 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,456 shares; 2025Q3: 18,106 shares; 2025Q4: 17,471 shares; 2026Q1: 18,203 shares; 2026Q2: 19,521 shares 19,521 $1.44M 0.29% +1,318 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 3,854 shares; 2025Q1: 4,681 shares; 2025Q2: 6,223 shares; 2025Q3: 7,640 shares; 2025Q4: 5,620 shares; 2026Q1: 14,958 shares; 2026Q2: 14,150 shares 14,150 $1.42M 0.29% -808 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,753 shares; 2024Q4: 4,746 shares; 2025Q1: 4,730 shares; 2025Q2: 3,854 shares; 2025Q3: 3,702 shares; 2025Q4: 3,770 shares; 2026Q1: 5,293 shares; 2026Q2: 5,388 shares 5,388 $1.37M 0.28% +95 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,036 shares; 2024Q4: 9,251 shares; 2025Q1: 9,651 shares; 2025Q2: 5,726 shares; 2025Q3: 5,412 shares; 2025Q4: 22,253 shares; 2026Q1: 21,717 shares; 2026Q2: 23,933 shares 23,933 $1.27M 0.26% +2,216 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,196 shares; 2024Q4: 2,170 shares; 2025Q1: 3,022 shares; 2025Q2: 1,430 shares; 2025Q3: 1,105 shares; 2025Q4: 1,161 shares; 2026Q1: 3,684 shares; 2026Q2: 3,867 shares 3,867 $1.27M 0.26% +183 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,556 shares; 2025Q1: 58,352 shares; 2025Q2: 53,223 shares; 2025Q3: 46,057 shares; 2025Q4: 41,831 shares; 2026Q1: 31,265 shares; 2026Q2: 24,863 shares 24,863 $1.26M 0.25% -6,402 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,861 shares; 2024Q4: 6,861 shares; 2025Q1: 6,755 shares; 2025Q2: 6,533 shares; 2025Q3: 6,759 shares; 2025Q4: 6,732 shares; 2026Q1: 8,546 shares; 2026Q2: 16,372 shares 16,372 $1.25M 0.25% +7,826 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,472 shares; 2024Q4: 15,721 shares; 2025Q1: 16,360 shares; 2025Q2: 17,417 shares; 2025Q3: 20,548 shares; 2025Q4: 20,930 shares; 2026Q1: 20,770 shares; 2026Q2: 19,474 shares 19,474 $1.25M 0.25% -1,296 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,532 shares; 2024Q4: 2,817 shares; 2025Q1: 2,936 shares; 2025Q2: 1,671 shares; 2025Q3: 1,413 shares; 2025Q4: 1,547 shares; 2026Q1: 2,236 shares; 2026Q2: 2,130 shares 2,130 $1.2M 0.24% -106 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,965 shares; 2024Q4: 8,933 shares; 2025Q1: 7,830 shares; 2025Q2: 2,543 shares; 2025Q3: 1,544 shares; 2025Q4: 1,288 shares; 2026Q1: 2,648 shares; 2026Q2: 3,164 shares 3,164 $1.2M 0.24% +516 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,027 shares; 2024Q4: 6,185 shares; 2025Q1: 6,206 shares; 2025Q2: 4,361 shares; 2025Q3: 3,844 shares; 2025Q4: 3,439 shares; 2026Q1: 7,765 shares; 2026Q2: 8,057 shares 8,057 $1.18M 0.24% +292 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,376 shares; 2026Q2: 8,455 shares 8,455 $1.18M 0.24% +1,079 Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,129 shares 22,129 $1.1M 0.22% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,037 shares; 2024Q4: 11,983 shares; 2025Q1: 14,191 shares; 2025Q2: 4,827 shares; 2025Q3: 4,027 shares; 2025Q4: 4,097 shares; 2026Q1: 9,366 shares; 2026Q2: 9,546 shares 9,546 $1.08M 0.22% +180 Timeline CTA 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: 15,347 shares; 2024Q4: 19,849 shares; 2025Q1: 22,022 shares; 2025Q2: 34,622 shares; 2025Q3: 35,537 shares; 2025Q4: 41,262 shares; 2026Q1: 44,253 shares; 2026Q2: 41,438 shares 41,438 $1.07M 0.22% -2,815 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,968 shares; 2024Q4: 2,115 shares; 2025Q1: 2,037 shares; 2025Q2: 1,270 shares; 2025Q3: 1,068 shares; 2025Q4: 960 shares; 2026Q1: 1,034 shares; 2026Q2: 1,148 shares 1,148 $1.07M 0.22% +114 Timeline IDOG 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: 26,251 shares; 2024Q4: 25,639 shares; 2025Q1: 27,605 shares; 2025Q2: 27,417 shares; 2025Q3: 26,645 shares; 2025Q4: 26,313 shares; 2026Q1: 26,188 shares; 2026Q2: 25,630 shares 25,630 $1.06M 0.21% -558 Timeline RODM 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: 89,183 shares; 2024Q4: 50,194 shares; 2025Q1: 45,577 shares; 2025Q2: 38,991 shares; 2025Q3: 32,040 shares; 2025Q4: 29,718 shares; 2026Q1: 27,965 shares; 2026Q2: 25,988 shares 25,988 $1.05M 0.21% -1,977 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,543 shares; 2024Q4: 12,008 shares; 2025Q1: 11,518 shares; 2025Q2: 10,126 shares; 2025Q3: 10,790 shares; 2025Q4: 8,285 shares; 2026Q1: 8,534 shares; 2026Q2: 9,803 shares 9,803 $1.05M 0.21% +1,269 Timeline GNR 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: 8,165 shares; 2024Q4: 13,667 shares; 2025Q1: 12,419 shares; 2025Q2: 10,190 shares; 2025Q3: 10,614 shares; 2025Q4: 10,848 shares; 2026Q1: 9,279 shares; 2026Q2: 15,490 shares 15,490 $1.04M 0.21% +6,211 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,045 shares; 2024Q4: 13,337 shares; 2025Q1: 13,679 shares; 2025Q2: 14,671 shares; 2025Q3: 15,566 shares; 2025Q4: 18,648 shares; 2026Q1: 19,241 shares; 2026Q2: 20,101 shares 20,101 $1.01M 0.2% +860 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,337 shares 11,337 $1.01M 0.2% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,412 shares; 2024Q4: 5,800 shares; 2025Q1: 5,421 shares; 2025Q2: 4,399 shares; 2025Q3: 4,208 shares; 2025Q4: 4,046 shares; 2026Q1: 3,435 shares; 2026Q2: 3,344 shares 3,344 $1M 0.2% -91 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,252 shares; 2024Q4: 4,591 shares; 2025Q1: 4,628 shares; 2025Q2: 5,225 shares; 2025Q3: 5,004 shares; 2025Q4: 4,820 shares; 2026Q1: 4,292 shares; 2026Q2: 4,100 shares 4,100 $996K 0.2% -192 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: 43,933 shares; 2024Q4: 40,748 shares; 2025Q1: 44,233 shares; 2025Q2: 44,059 shares; 2025Q3: 43,478 shares; 2025Q4: 43,358 shares; 2026Q1: 43,194 shares; 2026Q2: 42,223 shares 42,223 $990K 0.2% -971 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,060 shares; 2024Q4: 18,880 shares; 2025Q1: 17,424 shares; 2025Q2: 12,208 shares; 2025Q3: 12,380 shares; 2025Q4: 11,990 shares; 2026Q1: 9,689 shares; 2026Q2: 9,989 shares 9,989 $989K 0.2% +300 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,783 shares; 2024Q4: 3,177 shares; 2025Q1: 3,215 shares; 2025Q2: 1,218 shares; 2025Q3: 1,084 shares; 2025Q4: 1,130 shares; 2026Q1: 1,308 shares; 2026Q2: 1,307 shares 1,307 $976K 0.2% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,760 shares; 2026Q1: 11,814 shares; 2026Q2: 13,006 shares 13,006 $948K 0.19% +1,192 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,224 shares; 2024Q4: 25,046 shares; 2025Q1: 24,121 shares; 2025Q2: 26,288 shares; 2025Q3: 29,103 shares; 2025Q4: 35,067 shares; 2026Q1: 36,709 shares; 2026Q2: 38,190 shares 38,190 $937K 0.19% +1,481 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,292 shares; 2024Q4: 6,360 shares; 2025Q1: 8,377 shares; 2025Q2: 8,195 shares; 2025Q3: 13,958 shares; 2025Q4: 13,991 shares; 2026Q1: 14,679 shares; 2026Q2: 14,546 shares 14,546 $894K 0.18% -133 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,593 shares; 2024Q4: 8,592 shares; 2025Q1: 8,589 shares; 2025Q2: 8,847 shares; 2025Q3: 8,819 shares; 2025Q4: 9,068 shares; 2026Q1: 8,848 shares; 2026Q2: 9,242 shares 9,242 $893K 0.18% +394 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: 7,991 shares; 2024Q4: 7,926 shares; 2025Q1: 7,932 shares; 2025Q2: 7,817 shares; 2025Q3: 7,821 shares; 2025Q4: 7,993 shares; 2026Q1: 7,987 shares; 2026Q2: 7,991 shares 7,991 $882K 0.18% +4 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,366 shares; 2024Q4: 62,804 shares; 2025Q1: 53,512 shares; 2025Q2: 7,561 shares; 2025Q3: 1,583 shares; 2025Q4: 1,357 shares; 2026Q1: 1,139 shares; 2026Q2: 1,164 shares 1,164 $871K 0.18% +25 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,161 shares; 2024Q4: 38,215 shares; 2025Q1: 38,848 shares; 2025Q2: 35,856 shares; 2025Q3: 34,743 shares; 2025Q4: 27,222 shares; 2026Q1: 29,342 shares; 2026Q2: 30,837 shares 30,837 $849K 0.17% +1,495 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,264 shares; 2024Q4: 3,122 shares; 2025Q1: 12,751 shares; 2025Q2: 7,263 shares; 2025Q3: 7,263 shares; 2025Q4: 8,117 shares; 2026Q1: 8,396 shares; 2026Q2: 10,124 shares 10,124 $837K 0.17% +1,728 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,638 shares; 2024Q4: 8,734 shares; 2025Q1: 8,734 shares; 2025Q2: 8,653 shares; 2025Q3: 8,672 shares; 2025Q4: 18,825 shares; 2026Q1: 21,876 shares; 2026Q2: 23,551 shares 23,551 $813K 0.16% +1,675 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: 11,889 shares; 2024Q4: 5,851 shares; 2025Q1: 6,237 shares; 2025Q2: 6,439 shares; 2025Q3: 6,140 shares; 2025Q4: 6,027 shares; 2026Q1: 5,971 shares; 2026Q2: 5,058 shares 5,058 $794K 0.16% -913 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: 8,525 shares; 2024Q4: 8,398 shares; 2025Q1: 8,511 shares; 2025Q2: 8,062 shares; 2025Q3: 8,211 shares; 2025Q4: 8,180 shares; 2026Q1: 8,148 shares; 2026Q2: 8,187 shares 8,187 $781K 0.16% +39 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,982 shares; 2025Q1: 19,526 shares; 2025Q2: 19,836 shares; 2025Q3: 21,312 shares; 2025Q4: 20,400 shares; 2026Q1: 20,788 shares; 2026Q2: 20,419 shares 20,419 $738K 0.15% -369 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: 1,224 shares; 2025Q4: 1,381 shares; 2026Q1: 1,402 shares; 2026Q2: 8,409 shares 8,409 $724K 0.15% +7,007 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 4,648 shares; 2025Q1: 4,641 shares; 2025Q2: 2,058 shares; 2025Q3: 1,815 shares; 2025Q4: 1,879 shares; 2026Q1: 2,051 shares; 2026Q2: 2,056 shares 2,056 $705K 0.14% +5 Timeline MLPA 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: 11,660 shares; 2024Q4: 11,738 shares; 2025Q1: 11,812 shares; 2025Q2: 19,148 shares; 2025Q3: 15,053 shares; 2025Q4: 14,226 shares; 2026Q1: 13,063 shares; 2026Q2: 13,177 shares 13,177 $699K 0.14% +114 Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,597 shares; 2026Q2: 35,749 shares 35,749 $690K 0.14% +11,152 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,414 shares; 2025Q3: 17,105 shares; 2025Q4: 22,819 shares; 2026Q1: 23,913 shares; 2026Q2: 25,875 shares 25,875 $679K 0.14% +1,962 Timeline RFFC 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: 17,147 shares; 2024Q4: 11,941 shares; 2025Q1: 10,356 shares; 2025Q2: 10,356 shares; 2025Q3: 9,861 shares; 2025Q4: 9,933 shares; 2026Q1: 9,896 shares; 2026Q2: 8,909 shares 8,909 $672K 0.14% -987 Timeline SEMI COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,650 shares; 2024Q4: 37,224 shares; 2025Q1: 37,224 shares; 2025Q2: 37,224 shares; 2025Q3: 37,224 shares; 2025Q4: 32,506 shares; 2026Q1: 16,386 shares; 2026Q2: 15,829 shares 15,829 $642K 0.13% -557 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861 shares; 2024Q4: 798 shares; 2025Q1: 789 shares; 2025Q2: 669 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 671 shares; 2026Q2: 5,370 shares 5,370 $642K 0.13% +4,699 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 1,929 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 1,720 shares; 2025Q4: 1,718 shares; 2026Q1: 1,716 shares; 2026Q2: 1,540 shares 1,540 $631K 0.13% -176 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,264 shares; 2024Q4: 913 shares; 2025Q1: 1,251 shares; 2025Q2: 441 shares; 2025Q3: 262 shares; 2025Q4: 256 shares; 2026Q1: 392 shares; 2026Q2: 524 shares 524 $629K 0.13% +132 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,569 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,234 shares; 2026Q2: 3,468 shares 3,468 $627K 0.13% +234 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 566 shares; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,165 shares; 2026Q2: 1,208 shares 1,208 $627K 0.13% +43 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,952 shares; 2024Q4: 118,177 shares; 2025Q1: 18,992 shares; 2025Q2: 17,015 shares; 2025Q3: 15,466 shares; 2025Q4: 15,689 shares; 2026Q1: 12,701 shares; 2026Q2: 12,696 shares 12,696 $624K 0.13% -5 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,462 shares; 2024Q4: 57,303 shares; 2025Q1: 51,225 shares; 2025Q2: 7,288 shares; 2025Q3: 1,309 shares; 2025Q4: 1,269 shares; 2026Q1: 1,296 shares; 2026Q2: 4,879 shares 4,879 $606K 0.12% +3,583 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,699 shares; 2024Q4: 2,697 shares; 2025Q1: 2,634 shares; 2025Q2: 2,389 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,497 shares; 2026Q2: 2,758 shares 2,758 $605K 0.12% +261 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,778 shares; 2024Q4: 6,533 shares; 2025Q1: 14,083 shares; 2025Q2: 9,463 shares; 2025Q3: 6,147 shares; 2025Q4: 6,193 shares; 2026Q1: 9,484 shares; 2026Q2: 10,602 shares 10,602 $604K 0.12% +1,118 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,508 shares; 2026Q2: 7,581 shares 7,581 $602K 0.12% +5,073 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,269 shares 13,269 $589K 0.12% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,883 shares; 2024Q4: 26,277 shares; 2025Q1: 28,149 shares; 2025Q2: 31,835 shares; 2025Q3: 32,463 shares; 2025Q4: 31,859 shares; 2026Q1: 17,271 shares; 2026Q2: 17,419 shares 17,419 $580K 0.12% +148 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,263 shares; 2024Q4: 4,081 shares; 2025Q1: 3,986 shares; 2025Q2: 3,489 shares; 2025Q3: 3,477 shares; 2025Q4: 4,476 shares; 2026Q1: 4,480 shares; 2026Q2: 4,484 shares 4,484 $573K 0.12% +4 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,914 shares; 2024Q4: 10,387 shares; 2025Q1: 9,675 shares; 2025Q2: 10,727 shares; 2025Q3: 12,078 shares; 2025Q4: 12,280 shares; 2026Q1: 13,017 shares; 2026Q2: 15,532 shares 15,532 $571K 0.12% +2,515 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,831 shares; 2025Q1: 2,375 shares; 2025Q2: 553 shares; 2025Q3: 464 shares; 2025Q4: 467 shares; 2026Q1: 474 shares; 2026Q2: 534 shares 534 $569K 0.12% +60 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: 3,847 shares; 2024Q4: not reported; 2025Q1: 5,898 shares; 2025Q2: not reported; 2025Q3: 7,050 shares; 2025Q4: 9,074 shares; 2026Q1: 11,016 shares; 2026Q2: 11,833 shares 11,833 $567K 0.11% +817 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares; 2026Q2: 476 shares 476 $559K 0.11% +83 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 677 shares; 2026Q2: 718 shares 718 $548K 0.11% +41 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: 8,235 shares; 2024Q4: 7,488 shares; 2025Q1: 7,268 shares; 2025Q2: 6,058 shares; 2025Q3: 5,508 shares; 2025Q4: 5,496 shares; 2026Q1: 5,378 shares; 2026Q2: 5,524 shares 5,524 $543K 0.11% +146 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,630 shares; 2024Q4: 5,635 shares; 2025Q1: 5,267 shares; 2025Q2: 4,028 shares; 2025Q3: 3,794 shares; 2025Q4: 3,991 shares; 2026Q1: 4,117 shares; 2026Q2: 4,440 shares 4,440 $522K 0.11% +323 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,935 shares; 2024Q4: 13,316 shares; 2025Q1: 11,506 shares; 2025Q2: 13,619 shares; 2025Q3: 15,035 shares; 2025Q4: 18,065 shares; 2026Q1: 27,701 shares; 2026Q2: 26,101 shares 26,101 $499K 0.1% -1,600 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,025 shares; 2026Q2: 4,934 shares 4,934 $497K 0.1% -3,091 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,143 shares; 2024Q4: 8,170 shares; 2025Q1: 8,194 shares; 2025Q2: 8,218 shares; 2025Q3: 8,242 shares; 2025Q4: 8,324 shares; 2026Q1: 8,348 shares; 2026Q2: 10,255 shares 10,255 $494K 0.1% +1,907 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,659 shares; 2024Q4: 6,389 shares; 2025Q1: 8,677 shares; 2025Q2: 7,533 shares; 2025Q3: 7,388 shares; 2025Q4: 6,208 shares; 2026Q1: 6,196 shares; 2026Q2: 6,299 shares 6,299 $486K 0.1% +103 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: 7,718 shares; 2024Q4: 7,820 shares; 2025Q1: 7,258 shares; 2025Q2: 7,255 shares; 2025Q3: 7,287 shares; 2025Q4: 7,005 shares; 2026Q1: 7,339 shares; 2026Q2: 7,397 shares 7,397 $485K 0.1% +58 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,459 shares; 2024Q4: 18,022 shares; 2025Q1: 16,171 shares; 2025Q2: 19,873 shares; 2025Q3: 19,490 shares; 2025Q4: 18,766 shares; 2026Q1: 20,937 shares; 2026Q2: 21,602 shares 21,602 $483K 0.1% +665 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,417 shares; 2025Q2: 27,357 shares; 2025Q3: 16,013 shares; 2025Q4: 11,479 shares; 2026Q1: 11,528 shares; 2026Q2: 12,701 shares 12,701 $464K 0.09% +1,173 Timeline USG USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,533 shares; 2024Q4: 10,578 shares; 2025Q1: 12,206 shares; 2025Q2: 13,372 shares; 2025Q3: 13,287 shares; 2025Q4: 13,878 shares; 2026Q1: 14,297 shares; 2026Q2: 14,323 shares 14,323 $457K 0.09% +26 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: 45,461 shares; 2024Q4: 46,124 shares; 2025Q1: 48,221 shares; 2025Q2: 56,716 shares; 2025Q3: 55,760 shares; 2025Q4: 54,200 shares; 2026Q1: 55,466 shares; 2026Q2: 41,604 shares 41,604 $453K 0.09% -13,862 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,144 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,477 shares 1,477 $447K 0.09% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,258 shares; 2024Q4: 4,261 shares; 2025Q1: 4,000 shares; 2025Q2: 3,667 shares; 2025Q3: 3,621 shares; 2025Q4: 3,622 shares; 2026Q1: 3,343 shares; 2026Q2: 3,553 shares 3,553 $442K 0.09% +210 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 3,800 shares; 2025Q4: 6,700 shares; 2026Q1: 6,703 shares; 2026Q2: 6,768 shares 6,768 $440K 0.09% +65 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: 10,595 shares; 2025Q3: 17,552 shares; 2025Q4: 17,253 shares; 2026Q1: 15,461 shares; 2026Q2: 10,648 shares 10,648 $432K 0.09% -4,813 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,827 shares; 2024Q4: 13,780 shares; 2025Q1: 13,122 shares; 2025Q2: 4,069 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: 2,374 shares; 2026Q2: 3,112 shares 3,112 $428K 0.09% +738 Timeline JTEK 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: 3,831 shares; 2026Q2: 3,831 shares 3,831 $427K 0.09% 0 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,074 shares; 2024Q4: 3,078 shares; 2025Q1: 3,073 shares; 2025Q2: 3,074 shares; 2025Q3: 3,077 shares; 2025Q4: 3,075 shares; 2026Q1: 2,980 shares; 2026Q2: 2,981 shares 2,981 $427K 0.09% +1 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,804 shares; 2024Q4: 18,422 shares; 2025Q1: 18,422 shares; 2025Q2: 16,252 shares; 2025Q3: 16,252 shares; 2025Q4: 16,252 shares; 2026Q1: 19,325 shares; 2026Q2: 18,246 shares 18,246 $422K 0.09% -1,079 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,750 shares; 2024Q4: 13,165 shares; 2025Q1: 11,417 shares; 2025Q2: 11,301 shares; 2025Q3: 10,205 shares; 2025Q4: 10,920 shares; 2026Q1: 12,255 shares; 2026Q2: 12,417 shares 12,417 $419K 0.08% +162 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 939 shares; 2026Q2: 1,086 shares 1,086 $406K 0.08% +147 Timeline ENFR 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: 10,680 shares; 2024Q4: 10,429 shares; 2025Q1: 11,081 shares; 2025Q2: 11,025 shares; 2025Q3: 10,754 shares; 2025Q4: 10,729 shares; 2026Q1: 10,690 shares; 2026Q2: 10,482 shares 10,482 $399K 0.08% -208 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,160 shares; 2026Q1: 1,542 shares; 2026Q2: 1,844 shares 1,844 $399K 0.08% +302 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: 37,252 shares 37,252 $396K 0.08% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,957 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 874 shares; 2026Q2: 816 shares 816 $395K 0.08% -58 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: 1,681 shares; 2024Q4: 1,682 shares; 2025Q1: 1,639 shares; 2025Q2: 1,343 shares; 2025Q3: 1,342 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares; 2026Q2: 1,333 shares 1,333 $387K 0.08% -5 Timeline IDMO 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: not reported; 2026Q2: 6,393 shares 6,393 $385K 0.08% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,220 shares; 2024Q4: 3,906 shares; 2025Q1: 4,958 shares; 2025Q2: 3,201 shares; 2025Q3: 3,110 shares; 2025Q4: 2,589 shares; 2026Q1: 2,871 shares; 2026Q2: 2,531 shares 2,531 $375K 0.08% -340 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 891 shares; 2026Q1: 1,100 shares; 2026Q2: 1,327 shares 1,327 $373K 0.08% +227 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 499 shares; 2025Q2: 448 shares; 2025Q3: 557 shares; 2025Q4: 549 shares; 2026Q1: 558 shares; 2026Q2: 582 shares 582 $369K 0.07% +24 Timeline VICR VICOR CORP More: the full row for VICOR 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: 965 shares 965 $366K 0.07% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,087 shares; 2025Q4: 3,214 shares; 2026Q1: 3,557 shares; 2026Q2: 4,234 shares 4,234 $351K 0.07% +677 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,151 shares; 2024Q4: 9,048 shares; 2025Q1: 9,793 shares; 2025Q2: 8,333 shares; 2025Q3: 8,705 shares; 2025Q4: 8,706 shares; 2026Q1: 4,091 shares; 2026Q2: 4,047 shares 4,047 $346K 0.07% -44 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,978 shares; 2024Q4: 6,798 shares; 2025Q1: 7,804 shares; 2025Q2: 3,742 shares; 2025Q3: 3,742 shares; 2025Q4: 3,663 shares; 2026Q1: 3,658 shares; 2026Q2: 3,586 shares 3,586 $346K 0.07% -72 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,242 shares; 2024Q4: 17,894 shares; 2025Q1: 11,729 shares; 2025Q2: 12,183 shares; 2025Q3: 12,592 shares; 2025Q4: 10,512 shares; 2026Q1: 8,650 shares; 2026Q2: 8,490 shares 8,490 $342K 0.07% -160 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,337 shares; 2025Q4: 10,337 shares; 2026Q1: 10,338 shares; 2026Q2: 10,341 shares 10,341 $339K 0.07% +3 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,588 shares; 2024Q4: 1,644 shares; 2025Q1: 1,545 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,092 shares; 2026Q2: 2,474 shares 2,474 $335K 0.07% +382 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 16,750 shares; 2026Q1: 30,350 shares; 2026Q2: 30,350 shares 30,350 $330K 0.07% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,228 shares; 2024Q4: 4,690 shares; 2025Q1: 4,385 shares; 2025Q2: 4,385 shares; 2025Q3: 4,151 shares; 2025Q4: 4,147 shares; 2026Q1: 4,147 shares; 2026Q2: 3,699 shares 3,699 $329K 0.07% -448 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 7,541 shares; 2025Q4: 7,411 shares; 2026Q1: 6,819 shares; 2026Q2: 6,340 shares 6,340 $325K 0.07% -479 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,426 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,346 shares; 2026Q1: 1,650 shares; 2026Q2: 1,331 shares 1,331 $323K 0.07% -319 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,626 shares; 2024Q4: not reported; 2025Q1: 4,485 shares; 2025Q2: not reported; 2025Q3: 5,055 shares; 2025Q4: 5,300 shares; 2026Q1: 7,800 shares; 2026Q2: 7,505 shares 7,505 $318K 0.06% -295 Timeline PRFZ 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: 5,766 shares; 2024Q4: 5,798 shares; 2025Q1: 5,770 shares; 2025Q2: 5,570 shares; 2025Q3: 6,834 shares; 2025Q4: 5,723 shares; 2026Q1: 5,714 shares; 2026Q2: 5,697 shares 5,697 $318K 0.06% -17 Timeline DFCA 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: 6,130 shares; 2025Q3: 6,173 shares; 2025Q4: 6,226 shares; 2026Q1: 6,260 shares; 2026Q2: 6,301 shares 6,301 $316K 0.06% +41 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 434 shares; 2025Q2: 435 shares; 2025Q3: 436 shares; 2025Q4: 447 shares; 2026Q1: 448 shares; 2026Q2: 448 shares 448 $315K 0.06% 0 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,382 shares; 2026Q2: 42,382 shares 42,382 $314K 0.06% +12,000 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,307 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,635 shares; 2026Q2: 1,638 shares 1,638 $311K 0.06% -1,997 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,972 shares; 2024Q4: 1,973 shares; 2025Q1: 2,228 shares; 2025Q2: not reported; 2025Q3: 939 shares; 2025Q4: 942 shares; 2026Q1: 1,393 shares; 2026Q2: 1,312 shares 1,312 $311K 0.06% -81 Timeline SMOT 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: 8,570 shares; 2025Q3: 8,570 shares; 2025Q4: 8,101 shares; 2026Q1: 7,849 shares; 2026Q2: 7,849 shares 7,849 $305K 0.06% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,167 shares 2,167 $303K 0.06% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,144 shares; 2026Q1: 5,167 shares; 2026Q2: 5,192 shares 5,192 $292K 0.06% +25 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,238 shares; 2025Q1: 12,744 shares; 2025Q2: 3,213 shares; 2025Q3: 1,832 shares; 2025Q4: 1,766 shares; 2026Q1: 1,753 shares; 2026Q2: 1,717 shares 1,717 $292K 0.06% -36 Timeline IBTA IBOTTA INC More: the full row for IBOTTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,410 shares; 2025Q3: 10,410 shares; 2025Q4: 10,410 shares; 2026Q1: 10,412 shares; 2026Q2: 8,546 shares 8,546 $292K 0.06% -1,866 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: 6,774 shares; 2024Q4: 6,774 shares; 2025Q1: 5,896 shares; 2025Q2: 5,214 shares; 2025Q3: 5,214 shares; 2025Q4: 5,214 shares; 2026Q1: 6,622 shares; 2026Q2: 6,308 shares 6,308 $291K 0.06% -314 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,278 shares; 2026Q1: 1,808 shares; 2026Q2: 1,164 shares 1,164 $291K 0.06% -644 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,277 shares; 2026Q2: 1,308 shares 1,308 $288K 0.06% +31 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 1,360 shares; 2025Q1: 1,483 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 693 shares 693 $288K 0.06% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares; 2026Q2: 1,752 shares 1,752 $287K 0.06% -110 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,488 shares; 2024Q4: 1,502 shares; 2025Q1: 1,878 shares; 2025Q2: 812 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 804 shares 804 $284K 0.06% new 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: 6,113 shares; 2024Q4: 5,194 shares; 2025Q1: 5,201 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,217 shares; 2026Q1: 5,227 shares; 2026Q2: 5,235 shares 5,235 $283K 0.06% +8 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 2,183 shares; 2025Q1: 2,058 shares; 2025Q2: 723 shares; 2025Q3: 560 shares; 2025Q4: not reported; 2026Q1: 636 shares; 2026Q2: 658 shares 658 $280K 0.06% +22 Timeline FLBL 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: 13,048 shares; 2024Q4: 12,143 shares; 2025Q1: 13,121 shares; 2025Q2: 13,115 shares; 2025Q3: 12,853 shares; 2025Q4: 12,527 shares; 2026Q1: 12,491 shares; 2026Q2: 12,216 shares 12,216 $280K 0.06% -275 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,485 shares; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 15,710 shares; 2025Q3: 15,710 shares; 2025Q4: 15,710 shares; 2026Q1: 14,710 shares; 2026Q2: 15,429 shares 15,429 $277K 0.06% +719 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,980 shares; 2026Q2: 2,010 shares 2,010 $275K 0.06% +30 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 587 shares 587 $270K 0.05% new Timeline REIT 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: 9,347 shares; 2024Q4: 9,113 shares; 2025Q1: 9,191 shares; 2025Q2: 9,192 shares; 2025Q3: 9,080 shares; 2025Q4: 9,054 shares; 2026Q1: 9,013 shares; 2026Q2: 8,834 shares 8,834 $268K 0.05% -179 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: 761 shares; 2024Q4: 794 shares; 2025Q1: 722 shares; 2025Q2: 991 shares; 2025Q3: 964 shares; 2025Q4: 969 shares; 2026Q1: 989 shares; 2026Q2: 1,189 shares 1,189 $266K 0.05% +200 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,028 shares; 2025Q4: not reported; 2026Q1: 1,774 shares; 2026Q2: 2,346 shares 2,346 $264K 0.05% +572 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,700 shares; 2025Q4: 3,715 shares; 2026Q1: 3,727 shares; 2026Q2: 3,740 shares 3,740 $261K 0.05% +13 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,038 shares; 2024Q4: 16,650 shares; 2025Q1: 15,467 shares; 2025Q2: 13,887 shares; 2025Q3: 13,768 shares; 2025Q4: 13,953 shares; 2026Q1: 12,406 shares; 2026Q2: 11,475 shares 11,475 $260K 0.05% -931 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 130 shares 130 $258K 0.05% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694 shares; 2024Q4: 1,554 shares; 2025Q1: 1,739 shares; 2025Q2: 506 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 497 shares 497 $255K 0.05% new 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: 431 shares; 2024Q4: 218 shares; 2025Q1: 637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,535 shares 2,535 $252K 0.05% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 8,539 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,615 shares; 2026Q1: 3,615 shares; 2026Q2: 3,615 shares 3,615 $251K 0.05% 0 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,196 shares; 2026Q2: 6,197 shares 6,197 $249K 0.05% +1 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $249K 0.05% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 257 shares 257 $248K 0.05% new Timeline EMCB 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: 3,678 shares; 2025Q4: 3,779 shares; 2026Q1: 3,356 shares; 2026Q2: 3,747 shares 3,747 $248K 0.05% +391 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 794 shares; 2025Q1: 806 shares; 2025Q2: 294 shares; 2025Q3: 220 shares; 2025Q4: 2,240 shares; 2026Q1: 3,138 shares; 2026Q2: 3,452 shares 3,452 $246K 0.05% +314 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 382 shares 382 $244K 0.05% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,593 shares; 2024Q4: 2,651 shares; 2025Q1: 2,878 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 334 shares 334 $242K 0.05% new Timeline OUST OUSTER INC More: the full row for OUSTER 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: 3,826 shares 3,826 $239K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 623 shares; 2026Q2: 813 shares 813 $236K 0.05% +190 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,623 shares 9,623 $232K 0.05% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,215 shares 1,215 $232K 0.05% new Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,547 shares; 2024Q4: 8,510 shares; 2025Q1: 8,438 shares; 2025Q2: 8,946 shares; 2025Q3: 8,018 shares; 2025Q4: 4,838 shares; 2026Q1: 4,859 shares; 2026Q2: 4,392 shares 4,392 $231K 0.05% -467 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,584 shares 3,584 $230K 0.05% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,658 shares 13,658 $230K 0.05% new Timeline AVUV 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: 1,835 shares 1,835 $229K 0.05% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,157 shares; 2024Q4: 1,162 shares; 2025Q1: 1,137 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 909 shares 909 $229K 0.05% new Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,250 shares 17,250 $226K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,037 shares 2,037 $225K 0.05% new Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,881 shares; 2025Q1: 21,881 shares; 2025Q2: 11,631 shares; 2025Q3: 11,631 shares; 2025Q4: 11,631 shares; 2026Q1: 11,631 shares; 2026Q2: 11,631 shares 11,631 $223K 0.05% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,828 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 1,706 shares; 2026Q1: 1,708 shares; 2026Q2: 1,570 shares 1,570 $223K 0.05% -138 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,557 shares 1,557 $223K 0.05% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY 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: 6,931 shares; 2026Q2: 7,024 shares 7,024 $222K 0.04% +93 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,312 shares 1,312 $222K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,868 shares 1,868 $221K 0.04% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,276 shares 2,276 $220K 0.04% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 851 shares 851 $217K 0.04% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,169 shares 3,169 $216K 0.04% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 646 shares 646 $214K 0.04% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,393 shares; 2026Q2: 1,399 shares 1,399 $213K 0.04% +6 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 345 shares 345 $213K 0.04% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,443 shares; 2025Q2: not reported; 2025Q3: 1,023 shares; 2025Q4: not reported; 2026Q1: 952 shares; 2026Q2: 1,020 shares 1,020 $213K 0.04% +68 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,404 shares; 2025Q2: 2,848 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,609 shares 2,609 $212K 0.04% new Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,877 shares 3,877 $209K 0.04% new 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: 2,337 shares 2,337 $208K 0.04% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $208K 0.04% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,676 shares; 2026Q2: 9,979 shares 9,979 $207K 0.04% -697 Timeline JOE ST JOE CO More: the full row for ST JOE 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: 3,394 shares; 2026Q2: 3,281 shares 3,281 $205K 0.04% -113 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,173 shares 7,173 $205K 0.04% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,764 shares; 2024Q4: 2,131 shares; 2025Q1: 2,705 shares; 2025Q2: 2,253 shares; 2025Q3: 2,248 shares; 2025Q4: 2,150 shares; 2026Q1: 2,151 shares; 2026Q2: 2,109 shares 2,109 $203K 0.04% -42 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,450 shares 1,450 $201K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,242 shares 1,242 $201K 0.04% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 466 shares 466 $201K 0.04% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046,658 shares; 2024Q4: 964,442 shares; 2025Q1: 368,417 shares; 2025Q2: 41,477 shares; 2025Q3: 6,429 shares; 2025Q4: 4,733 shares; 2026Q1: 4,749 shares; 2026Q2: 4,403 shares 4,403 $200K 0.04% -346 Timeline UPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,983 shares; 2026Q1: 10,990 shares; 2026Q2: 11,059 shares 11,059 $179K 0.04% +69 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP 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: 11,065 shares; 2025Q4: 13,089 shares; 2026Q1: 16,537 shares; 2026Q2: 17,297 shares 17,297 $152K 0.03% +760 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,900 shares; 2024Q4: 10,900 shares; 2025Q1: 10,900 shares; 2025Q2: 10,900 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $139K 0.03% 0 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,968 shares; 2024Q4: 16,169 shares; 2025Q1: 16,469 shares; 2025Q2: 12,059 shares; 2025Q3: 13,477 shares; 2025Q4: 11,609 shares; 2026Q1: 10,063 shares; 2026Q2: 11,313 shares 11,313 $96K 0.02% +1,250 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,775 shares 10,775 $88.8K 0.02% new Timeline SNAP SNAP INC More: the full row for SNAP 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: 16,892 shares 16,892 $75K 0.02% new Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY 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: 12,800 shares 12,800 $69.5K 0.01% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,839 shares; 2025Q3: 12,545 shares; 2025Q4: 13,578 shares; 2026Q1: 15,408 shares; 2026Q2: 16,153 shares 16,153 $60.1K 0.01% +745 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,167 shares 17,167 $41.5K 0.01% new Timeline