AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 57,818 shares 57,818 $19.3M 3.72% -4,662 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 24,204 shares 24,204 $17M 3.28% +8,801 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; 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; 2026Q3: 367,211 shares 367,211 $15.2M 2.94% +32,474 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 122,627 shares 122,627 $13M 2.51% +216 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 244,074 shares 244,074 $11.9M 2.31% -5,709 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,744 shares 15,744 $11.6M 2.25% -816 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; 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; 2026Q3: 458,924 shares 458,924 $10.9M 2.11% -4,155 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 158,703 shares 158,703 $10.6M 2.05% -24,562 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 185,394 shares 185,394 $10.4M 2.02% -54,999 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 276,672 shares 276,672 $9.94M 1.92% +93,858 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 38,550 shares 38,550 $8.8M 1.7% -2,092 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; 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; 2026Q3: 179,609 shares 179,609 $8.1M 1.57% +17,336 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; 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; 2026Q3: 97,488 shares 97,488 $7.86M 1.52% -2,304 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 128,387 shares 128,387 $7.5M 1.45% +10,714 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 71,694 shares 71,694 $6.97M 1.35% +13,304 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 86,198 shares 86,198 $6.7M 1.3% -4,591 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 117,926 shares 117,926 $6.68M 1.29% +9,211 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 203,341 shares 203,341 $6.61M 1.28% +9,604 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; 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; 2026Q3: 166,835 shares 166,835 $6.6M 1.28% -2,042 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; 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; 2026Q3: 97,601 shares 97,601 $6.48M 1.25% -24,929 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; 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; 2026Q3: 186,628 shares 186,628 $6.34M 1.23% +1,863 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; 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; 2026Q3: 175,616 shares 175,616 $6.23M 1.2% +2,542 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; 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; 2026Q3: 187,996 shares 187,996 $6.18M 1.2% -4,223 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 114,092 shares 114,092 $6.02M 1.16% +4,082 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 76,742 shares 76,742 $5.99M 1.16% +2,269 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; 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; 2026Q3: 105,681 shares 105,681 $5.86M 1.13% +24,644 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 88,816 shares 88,816 $5.66M 1.09% +1,631 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; 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; 2026Q3: 83,088 shares 83,088 $5.32M 1.03% -178 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; 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; 2026Q3: 105,039 shares 105,039 $5.2M 1% +8,346 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; 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; 2026Q3: 98,004 shares 98,004 $4.87M 0.94% -4,529 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 46,772 shares 46,772 $4.87M 0.94% +1,513 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; 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; 2026Q3: 139,286 shares 139,286 $4.84M 0.94% -10,091 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; 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; 2026Q3: 162,021 shares 162,021 $4.81M 0.93% +1,387 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; 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; 2026Q3: 153,412 shares 153,412 $4.8M 0.93% +4,075 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; 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; 2026Q3: 212,785 shares 212,785 $4.5M 0.87% +3,151 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; 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; 2026Q3: 186,303 shares 186,303 $4.42M 0.85% +61,178 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; 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; 2026Q3: 103,517 shares 103,517 $4.33M 0.84% -1,048 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; 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; 2026Q3: 43,592 shares 43,592 $4.29M 0.83% -124 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,276 shares 8,276 $4.24M 0.82% +750 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 44,822 shares 44,822 $4.02M 0.78% +5,354 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,117 shares 10,117 $3.85M 0.75% +79 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; 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; 2026Q3: 38,908 shares 38,908 $3.49M 0.68% +16,956 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; 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; 2026Q3: 53,469 shares 53,469 $3.48M 0.67% +1,189 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; 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; 2026Q3: 71,967 shares 71,967 $3.43M 0.66% -1,022 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 43,901 shares 43,901 $3.31M 0.64% -1,774 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,032 shares 13,032 $3.25M 0.63% -152 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,483 shares 14,483 $3.13M 0.61% +298 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; 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; 2026Q3: 68,725 shares 68,725 $3.08M 0.59% -3,906 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; 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; 2026Q3: 68,163 shares 68,163 $3.07M 0.59% -26,319 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 36,785 shares 36,785 $3.05M 0.59% -7,521 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; 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; 2026Q3: 60,042 shares 60,042 $3.02M 0.58% +1,255 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 91,854 shares 91,854 $2.99M 0.58% +3,086 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 25,386 shares 25,386 $2.8M 0.54% +244 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 57,192 shares 57,192 $2.63M 0.51% +5,399 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 48,528 shares 48,528 $2.45M 0.47% -2,416 Timeline JUSA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 35,367 shares 35,367 $2.42M 0.47% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,337 shares; 2026Q3: 28,261 shares 28,261 $2.38M 0.46% +16,924 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 33,044 shares 33,044 $2.33M 0.45% -965 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,306 shares 11,306 $2.31M 0.45% -1,541 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,276 shares; 2026Q3: 23,983 shares 23,983 $2.25M 0.44% +21,707 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,358 shares; 2025Q1: 6,800 shares; 2025Q2: 5,248 shares; 2025Q3: 5,030 shares; 2025Q4: 4,985 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 32,132 shares 32,132 $2.25M 0.44% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,940 shares 6,940 $2.2M 0.43% -98 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; 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; 2026Q3: 45,675 shares 45,675 $2.17M 0.42% +847 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; 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; 2026Q3: 21,756 shares 21,756 $2.1M 0.41% -10,889 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,837 shares 20,837 $2.08M 0.4% -989 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; 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; 2026Q3: 33,926 shares 33,926 $1.98M 0.38% -115 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,715 shares 5,715 $1.97M 0.38% +161 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 23,668 shares 23,668 $1.96M 0.38% +617 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,648 shares; 2026Q1: 2,048 shares; 2026Q2: 2,501 shares; 2026Q3: 3,149 shares 3,149 $1.93M 0.37% +648 Timeline RSIT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 88,383 shares 88,383 $1.92M 0.37% new 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; 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; 2026Q3: 67,260 shares 67,260 $1.91M 0.37% -31,174 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; 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; 2026Q3: 15,755 shares 15,755 $1.87M 0.36% +16 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,801 shares 19,801 $1.83M 0.35% +448 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,682 shares; 2026Q1: 51,450 shares; 2026Q2: 61,186 shares; 2026Q3: 62,807 shares 62,807 $1.79M 0.35% +1,621 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; 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; 2026Q3: 90,023 shares 90,023 $1.75M 0.34% -798 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,646 shares 4,646 $1.74M 0.34% -858 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,425 shares 3,425 $1.71M 0.33% +43 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; 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; 2026Q3: 71,675 shares 71,675 $1.69M 0.33% +2,134 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 1,622 shares; 2026Q2: 1,720 shares; 2026Q3: 1,586 shares 1,586 $1.69M 0.33% -134 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,325 shares 2,325 $1.69M 0.33% +195 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,772 shares 4,772 $1.63M 0.31% -217 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,838 shares 9,838 $1.6M 0.31% 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; 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; 2026Q3: 18,882 shares 18,882 $1.53M 0.3% +14,648 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,510 shares 19,510 $1.53M 0.3% +442 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; 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; 2026Q3: 24,729 shares 24,729 $1.52M 0.29% +796 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 53,879 shares 53,879 $1.48M 0.29% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,522 shares 5,522 $1.46M 0.28% +134 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,166 shares 4,166 $1.38M 0.27% +299 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,882 shares 3,882 $1.38M 0.27% -33 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,492 shares 19,492 $1.36M 0.26% -29 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; 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; 2026Q3: 18,398 shares 18,398 $1.35M 0.26% -10,290 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,597 shares; 2026Q2: 35,749 shares; 2026Q3: 49,978 shares 49,978 $1.35M 0.26% +14,229 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; 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; 2026Q3: 14,120 shares 14,120 $1.33M 0.26% -1,351 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,185 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; 2026Q3: 9,056 shares 9,056 $1.32M 0.25% +999 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; 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; 2026Q3: 25,567 shares 25,567 $1.29M 0.25% +704 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,040 shares 16,040 $1.27M 0.25% -332 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,357 shares 15,357 $1.26M 0.24% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,044 shares 16,044 $1.26M 0.24% new 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; 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; 2026Q3: 43,252 shares 43,252 $1.25M 0.24% +1,814 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,444 shares 12,444 $1.25M 0.24% -1,706 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,427 shares 3,427 $1.2M 0.23% +263 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,553 shares 19,553 $1.16M 0.22% +79 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 27,108 shares 27,108 $1.16M 0.22% -17,979 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,129 shares; 2026Q3: 22,994 shares 22,994 $1.15M 0.22% +865 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,376 shares; 2026Q2: 8,455 shares; 2026Q3: 9,497 shares 9,497 $1.14M 0.22% +1,042 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; 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; 2026Q3: 31,366 shares 31,366 $1.12M 0.22% -12,913 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; 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; 2026Q3: 45,306 shares 45,306 $1.11M 0.22% -34,890 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; 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; 2026Q3: 14,960 shares 14,960 $1.11M 0.21% -530 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,661 shares 11,661 $1.1M 0.21% +1,672 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; 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; 2026Q3: 21,072 shares 21,072 $1.1M 0.21% +971 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 43,183 shares 43,183 $1.05M 0.2% -34,690 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,068 shares 10,068 $1.05M 0.2% +522 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; 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; 2026Q3: 10,093 shares 10,093 $1.05M 0.2% +290 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; 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; 2026Q3: 37,349 shares 37,349 $1.04M 0.2% -46,281 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,360 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; 2026Q3: 17,039 shares 17,039 $1.04M 0.2% +2,493 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,696 shares 25,696 $1.01M 0.2% new Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,352 shares 32,352 $1.01M 0.19% +1,515 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,115 shares; 2025Q1: 2,037 shares; 2025Q2: 1,270 shares; 2025Q3: 1,068 shares; 2025Q4: 960 shares; 2026Q1: 1,034 shares; 2026Q2: 1,148 shares; 2026Q3: 1,060 shares 1,060 $965K 0.19% -88 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21,543 shares 21,543 $965K 0.19% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,262 shares 1,262 $963K 0.19% -45 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; 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; 2026Q3: 23,371 shares 23,371 $952K 0.18% -2,617 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,760 shares; 2026Q1: 11,814 shares; 2026Q2: 13,006 shares; 2026Q3: 13,491 shares 13,491 $944K 0.18% +485 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; 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; 2026Q3: 39,255 shares 39,255 $937K 0.18% +1,065 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,748 shares 19,748 $935K 0.18% +2,329 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,273 shares 3,273 $909K 0.18% -71 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,781 shares 3,781 $873K 0.17% -319 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,993 shares 8,993 $871K 0.17% -249 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,122 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; 2026Q3: 10,860 shares 10,860 $869K 0.17% +736 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,994 shares 7,994 $853K 0.17% +3 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; 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; 2026Q3: 23,416 shares 23,416 $847K 0.16% -135 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 677 shares; 2026Q2: 718 shares; 2026Q3: 3,046 shares 3,046 $806K 0.16% +2,328 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,409 shares 3,409 $790K 0.15% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,160 shares 2,160 $776K 0.15% +104 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,138 shares 8,138 $773K 0.15% -49 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,410 shares 8,410 $758K 0.15% +1 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,769 shares 4,769 $753K 0.15% -289 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 975 shares 975 $747K 0.14% -189 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 798 shares; 2025Q1: 789 shares; 2025Q2: 669 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 671 shares; 2026Q2: 5,370 shares; 2026Q3: 5,601 shares 5,601 $704K 0.14% +231 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,694 shares 27,694 $696K 0.13% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,569 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,234 shares; 2026Q2: 3,468 shares; 2026Q3: 3,635 shares 3,635 $694K 0.13% +167 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; 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; 2026Q3: 21,081 shares 21,081 $688K 0.13% +662 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 913 shares; 2025Q1: 1,251 shares; 2025Q2: 441 shares; 2025Q3: 262 shares; 2025Q4: 256 shares; 2026Q1: 392 shares; 2026Q2: 524 shares; 2026Q3: 590 shares 590 $683K 0.13% +66 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,508 shares; 2026Q2: 7,581 shares; 2026Q3: 8,152 shares 8,152 $670K 0.13% +571 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; 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; 2026Q3: 12,113 shares 12,113 $645K 0.12% -1,064 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; 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; 2026Q3: 27,018 shares 27,018 $644K 0.12% +1,143 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,393 shares; 2026Q3: 10,369 shares 10,369 $633K 0.12% +3,976 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,430 shares 11,430 $622K 0.12% +828 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,858 shares 4,858 $608K 0.12% -21 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,638 shares; 2025Q1: 18,685 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,380 shares 17,380 $607K 0.12% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,087 shares 10,087 $598K 0.12% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,269 shares; 2026Q3: 13,297 shares 13,297 $591K 0.11% +28 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,563 shares 12,563 $589K 0.11% -133 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; 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; 2026Q3: 4,488 shares 4,488 $579K 0.11% +4 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; 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; 2026Q3: 13,692 shares 13,692 $576K 0.11% -11,938 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,369 shares 15,369 $547K 0.11% -163 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 27,451 shares 27,451 $543K 0.1% +1,350 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; 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; 2026Q3: 7,636 shares 7,636 $518K 0.1% +239 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; 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; 2026Q3: 22,854 shares 22,854 $516K 0.1% -19,369 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,831 shares; 2025Q1: 2,375 shares; 2025Q2: 553 shares; 2025Q3: 464 shares; 2025Q4: 467 shares; 2026Q1: 474 shares; 2026Q2: 534 shares; 2026Q3: 629 shares 629 $510K 0.1% +95 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,733 shares 4,733 $509K 0.1% +293 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; 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; 2026Q3: 15,884 shares 15,884 $509K 0.1% +3,467 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 965 shares; 2026Q3: 1,682 shares 1,682 $486K 0.09% +717 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,081 shares 5,081 $477K 0.09% -443 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,136 shares 1,136 $473K 0.09% -404 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares; 2026Q2: 476 shares; 2026Q3: 496 shares 496 $471K 0.09% +20 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; 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; 2026Q3: 14,342 shares 14,342 $454K 0.09% +19 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; 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; 2026Q3: 5,923 shares 5,923 $454K 0.09% -2,986 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; 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; 2026Q3: 11,862 shares 11,862 $450K 0.09% +29 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; 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; 2026Q3: 23,500 shares 23,500 $444K 0.09% +1,898 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; 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; 2026Q3: 9,341 shares 9,341 $438K 0.08% -914 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,025 shares; 2026Q2: 4,934 shares; 2026Q3: 4,318 shares 4,318 $434K 0.08% -616 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 29,417 shares; 2025Q2: 27,357 shares; 2025Q3: 16,013 shares; 2025Q4: 11,479 shares; 2026Q1: 11,528 shares; 2026Q2: 12,701 shares; 2026Q3: 11,528 shares 11,528 $432K 0.08% -1,173 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,852 shares 2,852 $430K 0.08% new 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; 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; 2026Q3: 10,543 shares 10,543 $423K 0.08% -5,286 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 566 shares; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,165 shares; 2026Q2: 1,208 shares; 2026Q3: 865 shares 865 $411K 0.08% -343 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,623 shares; 2026Q3: 14,300 shares 14,300 $408K 0.08% +4,677 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,167 shares; 2026Q3: 3,070 shares 3,070 $398K 0.08% +903 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,323 shares 1,323 $390K 0.08% -10 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,312 shares; 2026Q3: 1,525 shares 1,525 $389K 0.08% +213 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 572 shares; 2025Q1: 499 shares; 2025Q2: 448 shares; 2025Q3: 557 shares; 2025Q4: 549 shares; 2026Q1: 558 shares; 2026Q2: 582 shares; 2026Q3: 580 shares 580 $389K 0.08% -2 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; 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; 2026Q3: 2,750 shares 2,750 $382K 0.07% -231 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; 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; 2026Q3: 41,734 shares 41,734 $379K 0.07% +130 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,831 shares; 2026Q2: 3,831 shares; 2026Q3: 3,591 shares 3,591 $378K 0.07% -240 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,136 shares 5,136 $370K 0.07% -1,163 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,252 shares; 2026Q3: 37,568 shares 37,568 $368K 0.07% +316 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,850 shares; 2025Q1: 12,276 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,124 shares 8,124 $365K 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,382 shares; 2026Q2: 42,382 shares; 2026Q3: 52,812 shares 52,812 $362K 0.07% +10,430 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,602 shares 2,602 $354K 0.07% +71 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,635 shares; 2026Q2: 1,638 shares; 2026Q3: 1,879 shares 1,879 $349K 0.07% +241 Timeline IBTA IBOTTA INC More: the full row for IBOTTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,543 shares 8,543 $337K 0.07% -3 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 939 shares; 2026Q2: 1,086 shares; 2026Q3: 1,075 shares 1,075 $336K 0.06% -11 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,485 shares; 2025Q2: not reported; 2025Q3: 5,055 shares; 2025Q4: 5,300 shares; 2026Q1: 7,800 shares; 2026Q2: 7,505 shares; 2026Q3: 7,246 shares 7,246 $332K 0.06% -259 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,426 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,346 shares; 2026Q1: 1,650 shares; 2026Q2: 1,331 shares; 2026Q3: 1,331 shares 1,331 $330K 0.06% 0 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; 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; 2026Q3: 7,862 shares 7,862 $327K 0.06% -628 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; 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; 2026Q3: 6,340 shares 6,340 $325K 0.06% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 794 shares; 2025Q1: 722 shares; 2025Q2: 991 shares; 2025Q3: 964 shares; 2025Q4: 969 shares; 2026Q1: 989 shares; 2026Q2: 1,189 shares; 2026Q3: 1,260 shares 1,260 $325K 0.06% +71 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,200 shares 7,200 $325K 0.06% +432 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,124 shares; 2025Q1: 2,144 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,477 shares; 2026Q3: 1,062 shares 1,062 $324K 0.06% -415 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 891 shares; 2026Q1: 1,100 shares; 2026Q2: 1,327 shares; 2026Q3: 1,424 shares 1,424 $313K 0.06% +97 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,937 shares 2,937 $308K 0.06% +828 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,973 shares; 2025Q1: 2,228 shares; 2025Q2: not reported; 2025Q3: 939 shares; 2025Q4: 942 shares; 2026Q1: 1,393 shares; 2026Q2: 1,312 shares; 2026Q3: 1,314 shares 1,314 $307K 0.06% +2 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,934 shares; 2025Q1: 5,558 shares; 2025Q2: 918 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,218 shares 2,218 $305K 0.06% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 851 shares; 2026Q3: 893 shares 893 $303K 0.06% +42 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; 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; 2026Q3: 6,346 shares 6,346 $303K 0.06% +45 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,606 shares 1,606 $300K 0.06% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,183 shares; 2025Q1: 2,058 shares; 2025Q2: 723 shares; 2025Q3: 560 shares; 2025Q4: not reported; 2026Q1: 636 shares; 2026Q2: 658 shares; 2026Q3: 699 shares 699 $300K 0.06% +41 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,526 shares 3,526 $300K 0.06% -521 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; 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; 2026Q3: 5,689 shares 5,689 $298K 0.06% -8 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 587 shares; 2026Q3: 605 shares 605 $295K 0.06% +18 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; 2024Q4: 510 shares; 2025Q1: 434 shares; 2025Q2: 435 shares; 2025Q3: 436 shares; 2025Q4: 447 shares; 2026Q1: 448 shares; 2026Q2: 448 shares; 2026Q3: 449 shares 449 $295K 0.06% +1 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; 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; 2026Q3: 7,849 shares 7,849 $294K 0.06% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,162 shares; 2025Q1: 1,137 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 909 shares; 2026Q3: 1,124 shares 1,124 $294K 0.06% +215 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,144 shares; 2026Q1: 5,167 shares; 2026Q2: 5,192 shares; 2026Q3: 5,215 shares 5,215 $294K 0.06% +23 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,533 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,392 shares 6,392 $294K 0.06% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,028 shares; 2025Q4: not reported; 2026Q1: 1,774 shares; 2026Q2: 2,346 shares; 2026Q3: 2,172 shares 2,172 $290K 0.06% -174 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 874 shares; 2026Q2: 816 shares; 2026Q3: 722 shares 722 $289K 0.06% -94 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; 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; 2026Q3: 10,337 shares 10,337 $289K 0.06% -4 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,678 shares; 2025Q4: 3,779 shares; 2026Q1: 3,356 shares; 2026Q2: 3,747 shares; 2026Q3: 4,495 shares 4,495 $287K 0.06% +748 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,676 shares; 2026Q2: 9,979 shares; 2026Q3: 11,748 shares 11,748 $287K 0.06% +1,769 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; 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; 2026Q3: 5,243 shares 5,243 $285K 0.06% +8 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,174 shares; 2025Q1: 2,199 shares; 2025Q2: 1,230 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,239 shares 1,239 $284K 0.06% 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; 2024Q4: 218 shares; 2025Q1: 637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,535 shares; 2026Q3: 2,119 shares 2,119 $284K 0.05% -416 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,250 shares; 2026Q3: 25,386 shares 25,386 $283K 0.05% +8,136 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares; 2026Q3: 6,950 shares 6,950 $283K 0.05% +950 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,554 shares; 2025Q1: 1,739 shares; 2025Q2: 506 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 497 shares; 2026Q3: 513 shares 513 $283K 0.05% +16 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,714 shares 1,714 $281K 0.05% new Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,486 shares 10,486 $279K 0.05% -989 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,487 shares 1,487 $277K 0.05% -357 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,404 shares; 2025Q2: 2,848 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,609 shares; 2026Q3: 3,178 shares 3,178 $274K 0.05% +569 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 466 shares; 2026Q3: 507 shares 507 $273K 0.05% +41 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,278 shares; 2026Q1: 1,808 shares; 2026Q2: 1,164 shares; 2026Q3: 1,308 shares 1,308 $271K 0.05% +144 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,980 shares; 2026Q2: 2,010 shares; 2026Q3: 2,230 shares 2,230 $265K 0.05% +220 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,557 shares; 2026Q3: 1,645 shares 1,645 $264K 0.05% +88 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,768 shares 4,768 $264K 0.05% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,584 shares; 2026Q3: 4,239 shares 4,239 $263K 0.05% +655 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,338 shares 1,338 $258K 0.05% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,649 shares 2,649 $258K 0.05% -937 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,431 shares 1,431 $256K 0.05% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,717 shares 1,717 $252K 0.05% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,750 shares; 2026Q1: 30,350 shares; 2026Q2: 30,350 shares; 2026Q3: 19,550 shares 19,550 $251K 0.05% -10,800 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; 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; 2026Q3: 3,753 shares 3,753 $249K 0.05% +13 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 794 shares; 2025Q1: 806 shares; 2025Q2: 294 shares; 2025Q3: 220 shares; 2025Q4: 2,240 shares; 2026Q1: 3,138 shares; 2026Q2: 3,452 shares; 2026Q3: 3,561 shares 3,561 $248K 0.05% +109 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,615 shares 3,615 $248K 0.05% 0 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,259 shares 1,259 $243K 0.05% new 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; 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; 2026Q3: 15,455 shares 15,455 $243K 0.05% +26 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,196 shares; 2026Q2: 6,197 shares; 2026Q3: 6,032 shares 6,032 $241K 0.05% -165 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 855 shares 855 $239K 0.05% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,277 shares; 2026Q2: 1,308 shares; 2026Q3: 1,297 shares 1,297 $239K 0.05% -11 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 257 shares; 2026Q3: 259 shares 259 $239K 0.05% +2 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,339 shares; 2025Q1: 3,558 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,170 shares 1,170 $238K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,215 shares; 2026Q3: 1,216 shares 1,216 $238K 0.05% +1 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,635 shares 2,635 $236K 0.05% -1,064 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; 2024Q4: not reported; 2025Q1: 1,443 shares; 2025Q2: not reported; 2025Q3: 1,023 shares; 2025Q4: not reported; 2026Q1: 952 shares; 2026Q2: 1,020 shares; 2026Q3: 962 shares 962 $229K 0.04% -58 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; 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; 2026Q3: 1,573 shares 1,573 $228K 0.04% +3 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,242 shares; 2026Q3: 1,389 shares 1,389 $228K 0.04% +147 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 290 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 300 shares 300 $227K 0.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,931 shares; 2026Q2: 7,024 shares; 2026Q3: 7,197 shares 7,197 $225K 0.04% +173 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,173 shares; 2026Q3: 7,265 shares 7,265 $224K 0.04% +92 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 847 shares 847 $224K 0.04% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,472 shares 5,472 $221K 0.04% -5,176 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,409 shares 1,409 $220K 0.04% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,225 shares 1,225 $220K 0.04% 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; 2024Q4: 2,651 shares; 2025Q1: 2,878 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 334 shares; 2026Q3: 426 shares 426 $218K 0.04% +92 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,394 shares; 2026Q2: 3,281 shares; 2026Q3: 3,293 shares 3,293 $217K 0.04% +12 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 779 shares 779 $216K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,644 shares; 2025Q1: 1,545 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,092 shares; 2026Q2: 2,474 shares; 2026Q3: 1,693 shares 1,693 $215K 0.04% -781 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; 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; 2026Q3: 5,806 shares 5,806 $213K 0.04% -4,676 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,548 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,367 shares 1,367 $212K 0.04% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,345 shares; 2025Q1: 969 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 824 shares 824 $212K 0.04% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,695 shares 7,695 $212K 0.04% new Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,474 shares 7,474 $212K 0.04% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,160 shares 5,160 $211K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,337 shares; 2026Q3: 2,337 shares 2,337 $211K 0.04% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,901 shares; 2025Q1: 5,886 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,433 shares 1,433 $208K 0.04% 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; 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; 2026Q3: 11,631 shares 11,631 $208K 0.04% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 763 shares 763 $208K 0.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,835 shares; 2026Q3: 1,761 shares 1,761 $207K 0.04% -74 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,450 shares 1,450 $206K 0.04% -1,662 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; 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; 2026Q3: 4,335 shares 4,335 $206K 0.04% -57 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,393 shares; 2026Q2: 1,399 shares; 2026Q3: 1,399 shares 1,399 $205K 0.04% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,649 shares 2,649 $203K 0.04% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,586 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,972 shares 2,972 $200K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,983 shares; 2026Q1: 10,990 shares; 2026Q2: 11,059 shares; 2026Q3: 12,343 shares 12,343 $184K 0.04% +1,284 Timeline WATT ENERGOUS CORP More: the full row for ENERGOUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,800 shares 13,800 $181K 0.04% new 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; 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; 2026Q3: 17,540 shares 17,540 $158K 0.03% +243 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,084 shares 10,084 $141K 0.03% new 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; 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; 2026Q3: 11,500 shares 11,500 $118K 0.02% 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; 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; 2026Q3: 10,773 shares 10,773 $110K 0.02% -540 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,775 shares; 2026Q3: 11,525 shares 11,525 $84.5K 0.02% +750 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,800 shares; 2026Q3: 12,675 shares 12,675 $80.1K 0.02% -125 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; 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; 2026Q3: 16,340 shares 16,340 $56.5K 0.01% +187 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,583 shares; 2025Q1: 13,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,397 shares 10,397 $39.8K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,000 shares 10,000 $31.1K 0.01% new Timeline