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Financial Engines Advisors L.L.C.

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13F filer, CIK 1420473, SANTA CLARA, CA

Financial Engines Advisors L.L.C. reported $56,314,611,769 across 552 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 56.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-010131

Period
2026-06-30
Reported value
$56.3B
Holdings
552
Top 10 weight
56.21%
New
44
Sold out
22

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+32,373,366$2.79B
VWOadded+10,366,258$619M
IGIBadded+5,634,323$300M
SPMBadded+8,570,436$191M
SCHGadded+5,106,821$173M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPEMreduced-12,929,734-$670M
AKREreduced-4,821,091-$256M
XTreduced-2,933,650-$242M
SPDWreduced-3,827,442-$193M
SCHMreduced-5,067,671-$187M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-010131, largest first. % of portfolio is the value over $56,314,611,769, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,685,992 shares; 2024Q4: 78,214,398 shares; 2025Q1: 78,809,775 shares; 2025Q2: 81,086,542 shares; 2025Q3: 81,729,362 shares; 2025Q4: 81,809,191 shares; 2026Q1: 81,414,415 shares; 2026Q2: 82,942,783 shares 82,942,783$5.04B8.95%+1,528,368Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,177,610 shares; 2024Q4: 182,794,417 shares; 2025Q1: 183,658,709 shares; 2025Q2: 184,335,955 shares; 2025Q3: 186,003,082 shares; 2025Q4: 188,762,736 shares; 2026Q1: 188,312,251 shares; 2026Q2: 196,882,687 shares 196,882,687$4.39B7.8%+8,570,436Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,103,330 shares; 2024Q4: 172,381,339 shares; 2025Q1: 170,365,624 shares; 2025Q2: 159,968,464 shares; 2025Q3: 157,184,545 shares; 2025Q4: 156,955,279 shares; 2026Q1: 152,570,229 shares; 2026Q2: 147,700,825 shares 147,700,825$4.09B7.27%-4,869,404Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,484,786 shares; 2024Q4: 56,858,114 shares; 2025Q1: 57,564,399 shares; 2025Q2: 57,546,907 shares; 2025Q3: 59,918,446 shares; 2025Q4: 63,169,967 shares; 2026Q1: 63,675,202 shares; 2026Q2: 69,309,525 shares 69,309,525$3.69B6.54%+5,634,323Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,076,743 shares; 2024Q4: 7,597,192 shares; 2025Q1: 7,299,386 shares; 2025Q2: 7,251,506 shares; 2025Q3: 6,816,449 shares; 2025Q4: 6,494,674 shares; 2026Q1: 6,503,155 shares; 2026Q2: 38,876,521 shares 38,876,521$3.35B5.95%+32,373,366Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,894,486 shares; 2024Q4: 66,743,946 shares; 2025Q1: 65,209,436 shares; 2025Q2: 59,746,614 shares; 2025Q3: 58,489,520 shares; 2025Q4: 57,217,193 shares; 2026Q1: 55,849,043 shares; 2026Q2: 52,021,601 shares 52,021,601$2.62B4.65%-3,827,442Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,223,876 shares; 2024Q4: 34,675,164 shares; 2025Q1: 34,305,434 shares; 2025Q2: 34,614,440 shares; 2025Q3: 33,162,425 shares; 2025Q4: 32,752,270 shares; 2026Q1: 32,408,021 shares; 2026Q2: 29,474,371 shares 29,474,371$2.44B4.32%-2,933,650Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,850,609 shares; 2024Q4: 23,607,147 shares; 2025Q1: 24,231,894 shares; 2025Q2: 24,203,666 shares; 2025Q3: 24,089,166 shares; 2025Q4: 24,367,619 shares; 2026Q1: 24,347,658 shares; 2026Q2: 34,713,916 shares 34,713,916$2.07B3.68%+10,366,258Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,225,694 shares; 2024Q4: 33,459,728 shares; 2025Q1: 33,251,698 shares; 2025Q2: 34,307,606 shares; 2025Q3: 31,787,145 shares; 2025Q4: 29,815,734 shares; 2026Q1: 29,594,305 shares; 2026Q2: 28,216,004 shares 28,216,004$2.02B3.58%-1,378,301Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,617,265 shares; 2024Q4: 20,126,715 shares; 2025Q1: 19,696,376 shares; 2025Q2: 19,237,014 shares; 2025Q3: 17,992,952 shares; 2025Q4: 17,287,655 shares; 2026Q1: 17,402,089 shares; 2026Q2: 16,355,720 shares 16,355,720$1.95B3.46%-1,046,369Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,338,765 shares; 2024Q4: 9,013,079 shares; 2025Q1: 8,759,085 shares; 2025Q2: 8,758,071 shares; 2025Q3: 8,578,287 shares; 2025Q4: 8,417,954 shares; 2026Q1: 8,019,224 shares; 2026Q2: 7,898,903 shares 7,898,903$1.91B3.4%-120,321Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,929,301 shares; 2024Q4: 59,401,539 shares; 2025Q1: 58,765,352 shares; 2025Q2: 60,352,324 shares; 2025Q3: 58,809,142 shares; 2025Q4: 57,971,734 shares; 2026Q1: 56,835,618 shares; 2026Q2: 51,767,947 shares 51,767,947$1.91B3.39%-5,067,671Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,476,341 shares; 2024Q4: 55,360,772 shares; 2025Q1: 53,252,688 shares; 2025Q2: 52,594,431 shares; 2025Q3: 51,888,949 shares; 2025Q4: 50,764,107 shares; 2026Q1: 48,427,803 shares; 2026Q2: 46,499,260 shares 46,499,260$1.62B2.87%-1,928,543Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,113,505 shares; 2024Q4: 46,711,404 shares; 2025Q1: 48,006,634 shares; 2025Q2: 49,616,991 shares; 2025Q3: 52,212,255 shares; 2025Q4: 54,239,978 shares; 2026Q1: 54,679,484 shares; 2026Q2: 59,020,099 shares 59,020,099$1.55B2.75%+4,340,615Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,600,697 shares; 2024Q4: 47,716,110 shares; 2025Q1: 46,971,859 shares; 2025Q2: 46,607,159 shares; 2025Q3: 44,629,004 shares; 2025Q4: 43,678,983 shares; 2026Q1: 43,613,251 shares; 2026Q2: 41,923,365 shares 41,923,365$1.51B2.68%-1,689,886Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,917,932 shares; 2024Q4: 53,827,142 shares; 2025Q1: 54,164,614 shares; 2025Q2: 55,517,741 shares; 2025Q3: 57,075,509 shares; 2025Q4: 60,040,433 shares; 2026Q1: 59,885,676 shares; 2026Q2: 59,841,430 shares 59,841,430$1.42B2.52%-44,246Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,980,431 shares; 2024Q4: 35,301,181 shares; 2025Q1: 35,763,240 shares; 2025Q2: 35,638,404 shares; 2025Q3: 41,083,396 shares; 2025Q4: 44,094,271 shares; 2026Q1: 44,660,515 shares; 2026Q2: 48,147,629 shares 48,147,629$1.37B2.43%+3,487,114Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,250,158 shares; 2024Q4: 39,788,567 shares; 2025Q1: 38,186,941 shares; 2025Q2: 38,175,151 shares; 2025Q3: 35,589,129 shares; 2025Q4: 33,984,232 shares; 2026Q1: 34,105,277 shares; 2026Q2: 39,212,098 shares 39,212,098$1.33B2.36%+5,106,821Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,580,939 shares; 2024Q4: 10,734,195 shares; 2025Q1: 10,673,053 shares; 2025Q2: 10,653,146 shares; 2025Q3: 10,782,315 shares; 2025Q4: 11,052,968 shares; 2026Q1: 10,913,210 shares; 2026Q2: 11,419,910 shares 11,419,910$1.25B2.21%+506,700Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,196,206 shares; 2024Q4: 8,374,718 shares; 2025Q1: 8,726,309 shares; 2025Q2: 9,656,104 shares; 2025Q3: 7,774,548 shares; 2025Q4: 7,821,522 shares; 2026Q1: 7,720,457 shares; 2026Q2: 7,373,661 shares 7,373,661$1.09B1.94%-346,796Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,202,035 shares; 2024Q4: 22,118,929 shares; 2025Q1: 22,557,955 shares; 2025Q2: 23,832,103 shares; 2025Q3: 23,000,738 shares; 2025Q4: 21,127,449 shares; 2026Q1: 20,673,325 shares; 2026Q2: 18,804,022 shares 18,804,022$1.08B1.93%-1,869,303Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,534,358 shares; 2024Q4: 14,137,022 shares; 2025Q1: 14,441,471 shares; 2025Q2: 14,547,159 shares; 2025Q3: 15,375,354 shares; 2025Q4: 16,086,101 shares; 2026Q1: 16,419,088 shares; 2026Q2: 17,606,618 shares 17,606,618$891M1.58%+1,187,530Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,609,957 shares; 2024Q4: 8,285,690 shares; 2025Q1: 8,142,411 shares; 2025Q2: 8,493,316 shares; 2025Q3: 8,299,757 shares; 2025Q4: 8,223,783 shares; 2026Q1: 7,899,274 shares; 2026Q2: 7,764,939 shares 7,764,939$599M1.06%-134,335Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,207,848 shares; 2024Q4: 18,694,885 shares; 2025Q1: 18,155,827 shares; 2025Q2: 17,603,682 shares; 2025Q3: 16,707,929 shares; 2025Q4: 16,211,363 shares; 2026Q1: 15,542,282 shares; 2026Q2: 15,123,069 shares 15,123,069$548M0.97%-419,213Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,191,808 shares; 2024Q4: 4,167,159 shares; 2025Q1: 4,101,526 shares; 2025Q2: 4,017,315 shares; 2025Q3: 4,253,967 shares; 2025Q4: 4,287,913 shares; 2026Q1: 4,231,532 shares; 2026Q2: 4,330,638 shares 4,330,638$509M0.9%+99,106Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,995,089 shares; 2024Q4: 5,014,392 shares; 2025Q1: 4,977,909 shares; 2025Q2: 4,991,489 shares; 2025Q3: 4,993,827 shares; 2025Q4: 5,067,054 shares; 2026Q1: 5,050,535 shares; 2026Q2: 5,010,116 shares 5,010,116$440M0.78%-40,419Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401,805 shares; 2024Q4: 3,347,662 shares; 2025Q1: 3,261,609 shares; 2025Q2: 3,285,391 shares; 2025Q3: 3,317,631 shares; 2025Q4: 3,370,746 shares; 2026Q1: 3,358,966 shares; 2026Q2: 3,358,164 shares 3,358,164$324M0.58%-802Timeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,052,701 shares; 2024Q4: 5,957,775 shares; 2025Q1: 5,942,237 shares; 2025Q2: 5,953,357 shares; 2025Q3: 5,715,041 shares; 2025Q4: 5,502,683 shares; 2026Q1: 4,236,126 shares; 2026Q2: 4,222,651 shares 4,222,651$319M0.57%-13,475Timeline
TECBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,708,476 shares; 2024Q4: 4,480,387 shares; 2025Q1: 4,321,854 shares; 2025Q2: 4,354,879 shares; 2025Q3: 4,130,932 shares; 2025Q4: 3,935,429 shares; 2026Q1: 3,952,438 shares; 2026Q2: 3,569,668 shares 3,569,668$256M0.45%-382,770Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,045,615 shares; 2024Q4: 3,110,405 shares; 2025Q1: 3,000,826 shares; 2025Q2: 2,859,952 shares; 2025Q3: 2,954,768 shares; 2025Q4: 2,972,914 shares; 2026Q1: 2,960,848 shares; 2026Q2: 3,017,285 shares 3,017,285$238M0.42%+56,437Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,454,174 shares; 2024Q4: 18,659,764 shares; 2025Q1: 18,595,619 shares; 2025Q2: 17,957,512 shares; 2025Q3: 17,358,782 shares; 2025Q4: 17,000,839 shares; 2026Q1: 16,822,188 shares; 2026Q2: 3,892,454 shares 3,892,454$202M0.36%-12,929,734Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571,615 shares; 2024Q4: 1,567,411 shares; 2025Q1: 1,471,280 shares; 2025Q2: 1,718,617 shares; 2025Q3: 1,680,991 shares; 2025Q4: 1,644,234 shares; 2026Q1: 1,549,749 shares; 2026Q2: 1,576,309 shares 1,576,309$164M0.29%+26,560Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,433,732 shares; 2024Q4: 1,388,327 shares; 2025Q1: 1,349,917 shares; 2025Q2: 1,368,507 shares; 2025Q3: 1,346,122 shares; 2025Q4: 1,320,819 shares; 2026Q1: 1,263,838 shares; 2026Q2: 1,427,344 shares 1,427,344$160M0.28%+163,506Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,626,011 shares; 2024Q4: 5,099,991 shares; 2025Q1: 5,098,334 shares; 2025Q2: 5,484,059 shares; 2025Q3: 4,996,465 shares; 2025Q4: 4,841,126 shares; 2026Q1: 4,583,359 shares; 2026Q2: 4,190,988 shares 4,190,988$151M0.27%-392,371Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,913 shares; 2024Q4: 15,598 shares; 2025Q1: 16,309 shares; 2025Q2: 231,813 shares; 2025Q3: 223,312 shares; 2025Q4: 218,740 shares; 2026Q1: 207,322 shares; 2026Q2: 199,252 shares 199,252$149M0.26%-8,070Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,162,157 shares; 2024Q4: 3,247,005 shares; 2025Q1: 3,084,328 shares; 2025Q2: 3,147,537 shares; 2025Q3: 3,173,224 shares; 2025Q4: 3,066,683 shares; 2026Q1: 3,108,602 shares; 2026Q2: 3,264,547 shares 3,264,547$145M0.26%+155,945Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424,782 shares; 2024Q4: 1,354,321 shares; 2025Q1: 1,333,856 shares; 2025Q2: 1,393,410 shares; 2025Q3: 1,343,538 shares; 2025Q4: 1,310,650 shares; 2026Q1: 1,231,346 shares; 2026Q2: 1,169,953 shares 1,169,953$137M0.24%-61,393Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525,055 shares; 2024Q4: 5,070,153 shares; 2025Q1: 4,942,735 shares; 2025Q2: 4,903,010 shares; 2025Q3: 5,427,583 shares; 2025Q4: 5,396,451 shares; 2026Q1: 5,413,829 shares; 2026Q2: 5,681,166 shares 5,681,166$131M0.23%+267,337Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,272 shares; 2024Q4: 343,677 shares; 2025Q1: 336,973 shares; 2025Q2: 384,113 shares; 2025Q3: 385,924 shares; 2025Q4: 382,593 shares; 2026Q1: 360,452 shares; 2026Q2: 352,010 shares 352,010$130M0.23%-8,442Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325,529 shares; 2024Q4: 1,288,717 shares; 2025Q1: 1,267,568 shares; 2025Q2: 1,307,624 shares; 2025Q3: 1,173,588 shares; 2025Q4: 1,143,898 shares; 2026Q1: 1,094,311 shares; 2026Q2: 1,062,120 shares 1,062,120$127M0.22%-32,191Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389,964 shares; 2024Q4: 1,340,930 shares; 2025Q1: 1,290,872 shares; 2025Q2: 1,287,112 shares; 2025Q3: 1,278,881 shares; 2025Q4: 1,254,079 shares; 2026Q1: 1,197,590 shares; 2026Q2: 1,229,181 shares 1,229,181$117M0.21%+31,591Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370,723 shares; 2024Q4: 1,304,439 shares; 2025Q1: 1,308,080 shares; 2025Q2: 1,374,933 shares; 2025Q3: 1,194,647 shares; 2025Q4: 1,160,530 shares; 2026Q1: 1,083,473 shares; 2026Q2: 1,038,990 shares 1,038,990$113M0.2%-44,483Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731,934 shares; 2024Q4: 690,371 shares; 2025Q1: 672,365 shares; 2025Q2: 693,811 shares; 2025Q3: 675,546 shares; 2025Q4: 662,537 shares; 2026Q1: 625,330 shares; 2026Q2: 609,138 shares 609,138$90M0.16%-16,192Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,404 shares; 2024Q4: 267,607 shares; 2025Q1: 272,735 shares; 2025Q2: 286,203 shares; 2025Q3: 266,820 shares; 2025Q4: 254,193 shares; 2026Q1: 238,068 shares; 2026Q2: 223,223 shares 223,223$87.9M0.16%-14,845Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713,000 shares; 2024Q4: 760,341 shares; 2025Q1: 797,155 shares; 2025Q2: 825,903 shares; 2025Q3: 874,544 shares; 2025Q4: 929,292 shares; 2026Q1: 982,681 shares; 2026Q2: 1,080,904 shares 1,080,904$83.5M0.15%+98,223Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890,126 shares; 2024Q4: 935,552 shares; 2025Q1: 916,645 shares; 2025Q2: 936,083 shares; 2025Q3: 1,032,644 shares; 2025Q4: 1,036,106 shares; 2026Q1: 960,042 shares; 2026Q2: 966,497 shares 966,497$71M0.13%+6,455Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958,297 shares; 2024Q4: 965,385 shares; 2025Q1: 953,067 shares; 2025Q2: 837,417 shares; 2025Q3: 812,955 shares; 2025Q4: 797,202 shares; 2026Q1: 768,375 shares; 2026Q2: 779,547 shares 779,547$68.4M0.12%+11,172Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430,096 shares; 2024Q4: 2,017,172 shares; 2025Q1: 1,594,414 shares; 2025Q2: 1,491,066 shares; 2025Q3: 1,637,230 shares; 2025Q4: 1,459,018 shares; 2026Q1: 1,393,658 shares; 2026Q2: 1,399,365 shares 1,399,365$65.5M0.12%+5,707Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575,245 shares; 2024Q4: 582,827 shares; 2025Q1: 574,406 shares; 2025Q2: 579,963 shares; 2025Q3: 593,607 shares; 2025Q4: 599,668 shares; 2026Q1: 579,572 shares; 2026Q2: 594,473 shares 594,473$64M0.11%+14,901Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541,011 shares; 2024Q4: 562,184 shares; 2025Q1: 591,062 shares; 2025Q2: 611,107 shares; 2025Q3: 618,632 shares; 2025Q4: 639,774 shares; 2026Q1: 648,674 shares; 2026Q2: 634,091 shares 634,091$57.8M0.1%-14,583Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,634 shares; 2024Q4: 155,747 shares; 2025Q1: 167,436 shares; 2025Q2: 195,497 shares; 2025Q3: 193,383 shares; 2025Q4: 176,774 shares; 2026Q1: 182,422 shares; 2026Q2: 181,031 shares 181,031$52.4M0.09%-1,391Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,882 shares; 2024Q4: 309,790 shares; 2025Q1: 291,920 shares; 2025Q2: 237,561 shares; 2025Q3: 238,227 shares; 2025Q4: 231,400 shares; 2026Q1: 227,910 shares; 2026Q2: 225,327 shares 225,327$51.2M0.09%-2,583Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,649 shares; 2024Q4: 187,539 shares; 2025Q1: 185,220 shares; 2025Q2: 255,944 shares; 2025Q3: 321,270 shares; 2025Q4: 237,644 shares; 2026Q1: 226,853 shares; 2026Q2: 218,735 shares 218,735$47.7M0.08%-8,118Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,310,147 shares; 2024Q4: 1,859,290 shares; 2025Q1: 1,832,416 shares; 2025Q2: 1,338,253 shares; 2025Q3: 1,376,907 shares; 2025Q4: 1,292,077 shares; 2026Q1: 1,221,414 shares; 2026Q2: 1,211,224 shares 1,211,224$44.6M0.08%-10,190Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,933 shares; 2024Q4: 73,718 shares; 2025Q1: 148,377 shares; 2025Q2: 206,385 shares; 2025Q3: 245,103 shares; 2025Q4: 289,006 shares; 2026Q1: 344,715 shares; 2026Q2: 397,448 shares 397,448$43.8M0.08%+52,733Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809,282 shares; 2024Q4: 797,994 shares; 2025Q1: 830,246 shares; 2025Q2: 790,561 shares; 2025Q3: 845,518 shares; 2025Q4: 844,399 shares; 2026Q1: 842,572 shares; 2026Q2: 859,684 shares 859,684$43.5M0.08%+17,112Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,974 shares; 2024Q4: 141,802 shares; 2025Q1: 93,094 shares; 2025Q2: 215,942 shares; 2025Q3: 217,246 shares; 2025Q4: 211,977 shares; 2026Q1: 215,496 shares; 2026Q2: 204,190 shares 204,190$40.9M0.07%-11,306Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,929 shares; 2024Q4: 116,817 shares; 2025Q1: 112,038 shares; 2025Q2: 121,298 shares; 2025Q3: 122,072 shares; 2025Q4: 110,187 shares; 2026Q1: 104,836 shares; 2026Q2: 104,518 shares 104,518$37.4M0.07%-318Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,810 shares; 2024Q4: 183,170 shares; 2025Q1: 167,236 shares; 2025Q2: 370,441 shares; 2025Q3: 461,448 shares; 2025Q4: 367,962 shares; 2026Q1: 356,969 shares; 2026Q2: 366,468 shares 366,468$36.3M0.06%+9,499Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,940 shares; 2024Q4: 131,808 shares; 2025Q1: 131,586 shares; 2025Q2: 106,284 shares; 2025Q3: 103,842 shares; 2025Q4: 94,434 shares; 2026Q1: 96,042 shares; 2026Q2: 95,680 shares 95,680$35.7M0.06%-362Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785,219 shares; 2024Q4: 757,346 shares; 2025Q1: 734,069 shares; 2025Q2: 728,219 shares; 2025Q3: 733,308 shares; 2025Q4: 724,240 shares; 2026Q1: 751,415 shares; 2026Q2: 765,849 shares 765,849$35.1M0.06%+14,434Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,153 shares; 2024Q4: 420,484 shares; 2025Q1: 369,786 shares; 2025Q2: 323,646 shares; 2025Q3: 383,581 shares; 2025Q4: 375,232 shares; 2026Q1: 359,593 shares; 2026Q2: 357,035 shares 357,035$34.5M0.06%-2,558Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,156 shares; 2024Q4: 25,748 shares; 2025Q1: 25,388 shares; 2025Q2: 54,076 shares; 2025Q3: 71,538 shares; 2025Q4: 53,495 shares; 2026Q1: 49,264 shares; 2026Q2: 46,223 shares 46,223$34M0.06%-3,041Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837,732 shares; 2024Q4: 1,464,523 shares; 2025Q1: 1,429,530 shares; 2025Q2: 1,039,916 shares; 2025Q3: 1,038,909 shares; 2025Q4: 962,556 shares; 2026Q1: 949,884 shares; 2026Q2: 910,165 shares 910,165$33.9M0.06%-39,719Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,898 shares; 2024Q4: 319,558 shares; 2025Q1: 407,310 shares; 2025Q2: 529,888 shares; 2025Q3: 609,403 shares; 2025Q4: 786,166 shares; 2026Q1: 977,599 shares; 2026Q2: 997,018 shares 997,018$33.2M0.06%+19,419Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 722,887 shares; 2024Q4: 682,524 shares; 2025Q1: 662,134 shares; 2025Q2: 660,310 shares; 2025Q3: 673,357 shares; 2025Q4: 664,962 shares; 2026Q1: 668,321 shares; 2026Q2: 677,616 shares 677,616$32.5M0.06%+9,295Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,910 shares; 2024Q4: 54,440 shares; 2025Q1: 53,237 shares; 2025Q2: 301,872 shares; 2025Q3: 377,783 shares; 2025Q4: 409,538 shares; 2026Q1: 605,555 shares; 2026Q2: 747,913 shares 747,913$30.9M0.05%+142,358Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,094 shares; 2024Q4: 34,714 shares; 2025Q1: 35,256 shares; 2025Q2: 41,385 shares; 2025Q3: 40,102 shares; 2025Q4: 41,516 shares; 2026Q1: 41,518 shares; 2026Q2: 40,755 shares 40,755$30.4M0.05%-763Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,914 shares; 2024Q4: 304,132 shares; 2025Q1: 275,010 shares; 2025Q2: 251,213 shares; 2025Q3: 231,156 shares; 2025Q4: 221,659 shares; 2026Q1: 220,703 shares; 2026Q2: 211,987 shares 211,987$29.2M0.05%-8,716Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,378 shares; 2024Q4: 455,308 shares; 2025Q1: 451,519 shares; 2025Q2: 524,097 shares; 2025Q3: 657,895 shares; 2025Q4: 667,343 shares; 2026Q1: 653,812 shares; 2026Q2: 685,305 shares 685,305$27.9M0.05%+31,493Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,896 shares; 2024Q4: 101,913 shares; 2025Q1: 93,411 shares; 2025Q2: 125,311 shares; 2025Q3: 125,929 shares; 2025Q4: 122,533 shares; 2026Q1: 119,632 shares; 2026Q2: 113,000 shares 113,000$26.9M0.05%-6,632Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,772,869 shares; 2026Q1: 5,317,279 shares; 2026Q2: 496,188 shares 496,188$26.4M0.05%-4,821,091Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,935 shares; 2024Q4: 35,629 shares; 2025Q1: 82,092 shares; 2025Q2: 120,582 shares; 2025Q3: 159,302 shares; 2025Q4: 196,259 shares; 2026Q1: 221,272 shares; 2026Q2: 275,200 shares 275,200$26M0.05%+53,928Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,508 shares; 2024Q4: 96,398 shares; 2025Q1: 94,416 shares; 2025Q2: 93,286 shares; 2025Q3: 90,702 shares; 2025Q4: 91,868 shares; 2026Q1: 87,478 shares; 2026Q2: 84,171 shares 84,171$25.5M0.05%-3,307Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,322 shares; 2024Q4: 61,484 shares; 2025Q1: 59,231 shares; 2025Q2: 73,484 shares; 2025Q3: 67,802 shares; 2025Q4: 68,380 shares; 2026Q1: 70,436 shares; 2026Q2: 65,306 shares 65,306$23.1M0.04%-5,130Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,161 shares; 2024Q4: 427,277 shares; 2025Q1: 402,197 shares; 2025Q2: 297,459 shares; 2025Q3: 297,195 shares; 2025Q4: 301,153 shares; 2026Q1: 301,429 shares; 2026Q2: 291,960 shares 291,960$22.4M0.04%-9,469Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,297 shares; 2024Q4: 398,638 shares; 2025Q1: 393,466 shares; 2025Q2: 338,895 shares; 2025Q3: 345,184 shares; 2025Q4: 342,488 shares; 2026Q1: 325,680 shares; 2026Q2: 302,749 shares 302,749$21.2M0.04%-22,931Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,094 shares; 2024Q4: 77,875 shares; 2025Q1: 82,030 shares; 2025Q2: 86,545 shares; 2025Q3: 82,439 shares; 2025Q4: 83,375 shares; 2026Q1: 71,800 shares; 2026Q2: 83,818 shares 83,818$21.1M0.04%+12,018Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,005 shares; 2024Q4: 645,704 shares; 2025Q1: 635,513 shares; 2025Q2: 414,802 shares; 2025Q3: 416,741 shares; 2025Q4: 412,531 shares; 2026Q1: 386,382 shares; 2026Q2: 374,528 shares 374,528$20.6M0.04%-11,854Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,909 shares; 2024Q4: 132,539 shares; 2025Q1: 123,934 shares; 2025Q2: 121,398 shares; 2025Q3: 195,603 shares; 2025Q4: 200,285 shares; 2026Q1: 208,517 shares; 2026Q2: 248,065 shares 248,065$20.4M0.04%+39,548Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,247 shares; 2024Q4: 267,765 shares; 2025Q1: 261,640 shares; 2025Q2: 192,693 shares; 2025Q3: 209,155 shares; 2025Q4: 223,119 shares; 2026Q1: 218,413 shares; 2026Q2: 237,928 shares 237,928$18.5M0.03%+19,515Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,572 shares; 2024Q4: 179,855 shares; 2025Q1: 159,826 shares; 2025Q2: 160,173 shares; 2025Q3: not reported; 2025Q4: 151,188 shares; 2026Q1: 151,008 shares; 2026Q2: 128,045 shares 128,045$18.5M0.03%-22,963Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436,715 shares; 2025Q4: 445,486 shares; 2026Q1: 441,756 shares; 2026Q2: 464,937 shares 464,937$18.4M0.03%+23,181Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,387 shares; 2024Q4: 91,487 shares; 2025Q1: 90,676 shares; 2025Q2: 88,736 shares; 2025Q3: 92,870 shares; 2025Q4: 99,577 shares; 2026Q1: 88,893 shares; 2026Q2: 84,562 shares 84,562$18.3M0.03%-4,331Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017,081 shares; 2024Q4: 995,260 shares; 2025Q1: 980,599 shares; 2025Q2: 953,740 shares; 2025Q3: 928,696 shares; 2025Q4: 914,811 shares; 2026Q1: 889,433 shares; 2026Q2: 344,685 shares 344,685$17.5M0.03%-544,748Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,363 shares; 2024Q4: 522,155 shares; 2025Q1: 477,260 shares; 2025Q2: 483,093 shares; 2025Q3: 519,230 shares; 2025Q4: 566,708 shares; 2026Q1: 582,061 shares; 2026Q2: 601,055 shares 601,055$17.5M0.03%+18,994Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,733 shares; 2024Q4: 153,526 shares; 2025Q1: 147,015 shares; 2025Q2: 148,023 shares; 2025Q3: 154,176 shares; 2025Q4: 151,479 shares; 2026Q1: 157,040 shares; 2026Q2: 155,977 shares 155,977$17.2M0.03%-1,063Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,178 shares; 2024Q4: 27,122 shares; 2025Q1: 26,558 shares; 2025Q2: 57,808 shares; 2025Q3: 133,726 shares; 2025Q4: 55,525 shares; 2026Q1: 53,730 shares; 2026Q2: 211,884 shares 211,884$17.1M0.03%+158,154Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,780 shares; 2024Q4: 164,553 shares; 2025Q1: 162,987 shares; 2025Q2: 141,238 shares; 2025Q3: 148,531 shares; 2025Q4: 159,690 shares; 2026Q1: 164,104 shares; 2026Q2: 163,989 shares 163,989$16.9M0.03%-115Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138,950 shares; 2024Q4: 1,123,232 shares; 2025Q1: 1,122,760 shares; 2025Q2: 1,058,819 shares; 2025Q3: 1,023,856 shares; 2025Q4: 999,974 shares; 2026Q1: 967,226 shares; 2026Q2: 379,995 shares 379,995$16.7M0.03%-587,231Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,314 shares; 2024Q4: 403,922 shares; 2025Q1: 322,063 shares; 2025Q2: 241,780 shares; 2025Q3: 242,572 shares; 2025Q4: 240,586 shares; 2026Q1: 239,017 shares; 2026Q2: 232,243 shares 232,243$16.5M0.03%-6,774Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,822 shares; 2024Q4: 162,405 shares; 2025Q1: 126,274 shares; 2025Q2: 314,056 shares; 2025Q3: 330,848 shares; 2025Q4: 333,788 shares; 2026Q1: 342,025 shares; 2026Q2: 412,020 shares 412,020$16M0.03%+69,995Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,631 shares; 2024Q4: 579,115 shares; 2025Q1: 563,762 shares; 2025Q2: 566,403 shares; 2025Q3: 572,760 shares; 2025Q4: 581,103 shares; 2026Q1: 583,344 shares; 2026Q2: 594,606 shares 594,606$15.8M0.03%+11,262Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,324 shares; 2024Q4: 270,876 shares; 2025Q1: 226,698 shares; 2025Q2: 227,604 shares; 2025Q3: 220,234 shares; 2025Q4: 211,824 shares; 2026Q1: 200,839 shares; 2026Q2: 189,825 shares 189,825$15.7M0.03%-11,014Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,728 shares; 2024Q4: 56,865 shares; 2025Q1: 57,908 shares; 2025Q2: 49,111 shares; 2025Q3: 46,795 shares; 2025Q4: 44,744 shares; 2026Q1: 42,287 shares; 2026Q2: 41,328 shares 41,328$14.2M0.03%-959Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,833 shares; 2024Q4: 72,466 shares; 2025Q1: 73,467 shares; 2025Q2: 258,528 shares; 2025Q3: 307,722 shares; 2025Q4: 313,662 shares; 2026Q1: 301,519 shares; 2026Q2: 278,787 shares 278,787$14.1M0.03%-22,732Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,346 shares; 2024Q4: 30,744 shares; 2025Q1: 27,395 shares; 2025Q2: 19,805 shares; 2025Q3: 20,467 shares; 2025Q4: 20,658 shares; 2026Q1: 20,623 shares; 2026Q2: 19,884 shares 19,884$13.7M0.02%-739Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,116 shares; 2024Q4: 54,504 shares; 2025Q1: 58,801 shares; 2025Q2: 67,446 shares; 2025Q3: 66,073 shares; 2025Q4: 63,524 shares; 2026Q1: 64,416 shares; 2026Q2: 61,142 shares 61,142$13.2M0.02%-3,274Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,898 shares; 2024Q4: 51,911 shares; 2025Q1: 51,712 shares; 2025Q2: 53,483 shares; 2025Q3: 53,698 shares; 2025Q4: 55,090 shares; 2026Q1: 55,039 shares; 2026Q2: 98,142 shares 98,142$12.6M0.02%+43,103Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,001 shares; 2024Q4: 21,755 shares; 2025Q1: 21,092 shares; 2025Q2: 23,576 shares; 2025Q3: 24,007 shares; 2025Q4: 23,000 shares; 2026Q1: 22,087 shares; 2026Q2: 22,066 shares 22,066$12.4M0.02%-21Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,729 shares; 2024Q4: 24,813 shares; 2025Q1: 23,912 shares; 2025Q2: 64,453 shares; 2025Q3: 64,007 shares; 2025Q4: 68,872 shares; 2026Q1: 67,552 shares; 2026Q2: 69,248 shares 69,248$12.4M0.02%+1,696Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,579 shares; 2024Q4: 14,167 shares; 2025Q1: 13,585 shares; 2025Q2: 25,225 shares; 2025Q3: 26,379 shares; 2025Q4: 26,405 shares; 2026Q1: 25,323 shares; 2026Q2: 24,644 shares 24,644$12.3M0.02%-679Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,093 shares; 2024Q4: 32,455 shares; 2025Q1: 30,817 shares; 2025Q2: 34,061 shares; 2025Q3: 32,361 shares; 2025Q4: 29,885 shares; 2026Q1: 26,553 shares; 2026Q2: 95,461 shares 95,461$11.9M0.02%+68,908Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,647 shares; 2025Q2: 131,157 shares; 2025Q3: 135,764 shares; 2025Q4: 137,482 shares; 2026Q1: 137,339 shares; 2026Q2: 141,009 shares 141,009$11.8M0.02%+3,670Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,788 shares; 2025Q3: 51,705 shares; 2025Q4: 48,403 shares; 2026Q1: 60,403 shares; 2026Q2: 113,492 shares 113,492$11.4M0.02%+53,089Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,965 shares; 2024Q4: 201,647 shares; 2025Q1: 211,319 shares; 2025Q2: 189,711 shares; 2025Q3: 202,848 shares; 2025Q4: 225,002 shares; 2026Q1: 229,983 shares; 2026Q2: 239,778 shares 239,778$11.4M0.02%+9,795Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,017 shares; 2024Q4: 250,425 shares; 2025Q1: 249,466 shares; 2025Q2: 257,382 shares; 2025Q3: 280,751 shares; 2025Q4: 261,422 shares; 2026Q1: 256,844 shares; 2026Q2: 237,898 shares 237,898$9.93M0.02%-18,946Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,762 shares; 2024Q4: 29,979 shares; 2025Q1: 29,265 shares; 2025Q2: 39,393 shares; 2025Q3: 30,688 shares; 2025Q4: 25,833 shares; 2026Q1: 23,427 shares; 2026Q2: 22,951 shares 22,951$9.65M0.02%-476Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,458 shares; 2024Q4: 106,472 shares; 2025Q1: 108,748 shares; 2025Q2: 146,566 shares; 2025Q3: 142,711 shares; 2025Q4: 120,324 shares; 2026Q1: 116,709 shares; 2026Q2: 117,068 shares 117,068$9.59M0.02%+359Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,017 shares; 2025Q2: 103,782 shares; 2025Q3: 95,947 shares; 2025Q4: 91,985 shares; 2026Q1: 79,971 shares; 2026Q2: 74,418 shares 74,418$9.04M0.02%-5,553Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,815 shares; 2024Q4: 361,623 shares; 2025Q1: 382,780 shares; 2025Q2: 340,662 shares; 2025Q3: 333,618 shares; 2025Q4: 396,586 shares; 2026Q1: 395,704 shares; 2026Q2: 380,451 shares 380,451$8.71M0.02%-15,253Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,080 shares; 2024Q4: 294,925 shares; 2025Q1: 304,339 shares; 2025Q2: 281,233 shares; 2025Q3: 302,527 shares; 2025Q4: 337,424 shares; 2026Q1: 327,648 shares; 2026Q2: 340,383 shares 340,383$8.51M0.02%+12,735Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,308 shares; 2024Q4: 122,401 shares; 2025Q1: 125,861 shares; 2025Q2: 114,623 shares; 2025Q3: 115,005 shares; 2025Q4: 120,490 shares; 2026Q1: 125,857 shares; 2026Q2: 120,779 shares 120,779$8.39M0.01%-5,078Timeline
CVMCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,158 shares; 2024Q4: 100,869 shares; 2025Q1: 104,341 shares; 2025Q2: 97,492 shares; 2025Q3: 101,402 shares; 2025Q4: 110,531 shares; 2026Q1: 114,156 shares; 2026Q2: 110,192 shares 110,192$8.39M0.01%-3,964Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 11 shares 11$8.24M0.01%-2Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,882 shares; 2024Q4: 138,679 shares; 2025Q1: 112,443 shares; 2025Q2: 61,221 shares; 2025Q3: 148,321 shares; 2025Q4: 150,433 shares; 2026Q1: 146,176 shares; 2026Q2: 152,208 shares 152,208$8.22M0.01%+6,032Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,967 shares; 2024Q4: 31,255 shares; 2025Q1: 29,154 shares; 2025Q2: 30,214 shares; 2025Q3: 30,166 shares; 2025Q4: 29,060 shares; 2026Q1: 27,768 shares; 2026Q2: 27,318 shares 27,318$8.21M0.01%-450Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,463 shares; 2024Q4: 128,635 shares; 2025Q1: 126,929 shares; 2025Q2: 143,879 shares; 2025Q3: 146,229 shares; 2025Q4: 151,838 shares; 2026Q1: 150,977 shares; 2026Q2: 144,770 shares 144,770$8.1M0.01%-6,207Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,500 shares; 2024Q4: 133,382 shares; 2025Q1: 129,205 shares; 2025Q2: 72,511 shares; 2025Q3: 69,793 shares; 2025Q4: 63,199 shares; 2026Q1: 60,517 shares; 2026Q2: 58,261 shares 58,261$7.96M0.01%-2,256Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,060 shares; 2024Q4: 18,616 shares; 2025Q1: 17,403 shares; 2025Q2: 50,210 shares; 2025Q3: 141,884 shares; 2025Q4: 46,408 shares; 2026Q1: 47,253 shares; 2026Q2: 90,578 shares 90,578$7.83M0.01%+43,325Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516,435 shares; 2024Q4: 538,158 shares; 2025Q1: 409,923 shares; 2025Q2: 403,152 shares; 2025Q3: 391,801 shares; 2025Q4: 397,095 shares; 2026Q1: 374,015 shares; 2026Q2: 360,232 shares 360,232$7.81M0.01%-13,783Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,542 shares; 2024Q4: 22,014 shares; 2025Q1: 21,887 shares; 2025Q2: 23,307 shares; 2025Q3: 22,751 shares; 2025Q4: 44,716 shares; 2026Q1: 42,984 shares; 2026Q2: 40,254 shares 40,254$7.67M0.01%-2,730Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,421 shares; 2024Q4: 338,470 shares; 2025Q1: 374,772 shares; 2025Q2: 327,520 shares; 2025Q3: 309,481 shares; 2025Q4: 340,197 shares; 2026Q1: 342,239 shares; 2026Q2: 335,892 shares 335,892$7.51M0.01%-6,347Timeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,665 shares; 2024Q4: 177,827 shares; 2025Q1: 149,189 shares; 2025Q2: 442,262 shares; 2025Q3: 190,137 shares; 2025Q4: 122,977 shares; 2026Q1: 113,154 shares; 2026Q2: 83,542 shares 83,542$7.5M0.01%-29,612Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,801 shares; 2024Q4: 55,174 shares; 2025Q1: 56,510 shares; 2025Q2: 53,357 shares; 2025Q3: 53,309 shares; 2025Q4: 56,039 shares; 2026Q1: 59,166 shares; 2026Q2: 56,694 shares 56,694$7.5M0.01%-2,472Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,332 shares; 2024Q4: 16,549 shares; 2025Q1: 16,500 shares; 2025Q2: 19,633 shares; 2025Q3: 22,964 shares; 2025Q4: 22,351 shares; 2026Q1: 21,407 shares; 2026Q2: 21,685 shares 21,685$7.1M0.01%+278Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,562 shares; 2024Q4: 262,312 shares; 2025Q1: 238,517 shares; 2025Q2: 241,411 shares; 2025Q3: 243,402 shares; 2025Q4: 236,915 shares; 2026Q1: 228,318 shares; 2026Q2: 217,241 shares 217,241$6.95M0.01%-11,077Timeline
LEGRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,052 shares; 2024Q4: 136,906 shares; 2025Q1: 107,094 shares; 2025Q2: 106,915 shares; 2025Q3: 142,863 shares; 2025Q4: 140,315 shares; 2026Q1: 108,140 shares; 2026Q2: 107,185 shares 107,185$6.89M0.01%-955Timeline
EFIVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,862 shares; 2024Q4: 92,295 shares; 2025Q1: 94,922 shares; 2025Q2: 86,798 shares; 2025Q3: 87,637 shares; 2025Q4: 94,474 shares; 2026Q1: 98,197 shares; 2026Q2: 94,176 shares 94,176$6.87M0.01%-4,021Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,226 shares; 2024Q4: 263,048 shares; 2025Q1: 261,035 shares; 2025Q2: 232,974 shares; 2025Q3: 234,062 shares; 2025Q4: 233,558 shares; 2026Q1: 235,377 shares; 2026Q2: 233,807 shares 233,807$6.77M0.01%-1,570Timeline
IBTIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,720 shares; 2024Q4: 154,767 shares; 2025Q1: 264,848 shares; 2025Q2: 204,350 shares; 2025Q3: 184,474 shares; 2025Q4: 298,827 shares; 2026Q1: 306,134 shares; 2026Q2: 300,782 shares 300,782$6.66M0.01%-5,352Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,734 shares; 2024Q4: 207,276 shares; 2025Q1: 195,695 shares; 2025Q2: 196,747 shares; 2025Q3: 195,445 shares; 2025Q4: 190,390 shares; 2026Q1: 172,850 shares; 2026Q2: 162,003 shares 162,003$6.5M0.01%-10,847Timeline
GNMAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,398 shares; 2024Q4: 185,092 shares; 2025Q1: 163,781 shares; 2025Q2: 142,446 shares; 2025Q3: 148,468 shares; 2025Q4: 150,097 shares; 2026Q1: 139,562 shares; 2026Q2: 145,175 shares 145,175$6.42M0.01%+5,613Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,631 shares; 2024Q4: 129,161 shares; 2025Q1: 121,774 shares; 2025Q2: 114,701 shares; 2025Q3: 121,037 shares; 2025Q4: 135,240 shares; 2026Q1: 123,774 shares; 2026Q2: 127,022 shares 127,022$6.4M0.01%+3,248Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,316 shares; 2024Q4: 22,557 shares; 2025Q1: 24,494 shares; 2025Q2: 85,611 shares; 2025Q3: 100,847 shares; 2025Q4: 99,257 shares; 2026Q1: 96,478 shares; 2026Q2: 94,662 shares 94,662$6.4M0.01%-1,816Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,828 shares; 2024Q4: 288,121 shares; 2025Q1: 295,723 shares; 2025Q2: 256,098 shares; 2025Q3: 281,429 shares; 2025Q4: 317,858 shares; 2026Q1: 262,624 shares; 2026Q2: 268,637 shares 268,637$6.22M0.01%+6,013Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,773 shares; 2024Q4: 254,174 shares; 2025Q1: 183,037 shares; 2025Q2: 83,869 shares; 2025Q3: 82,436 shares; 2025Q4: 97,339 shares; 2026Q1: 76,973 shares; 2026Q2: 75,065 shares 75,065$6.2M0.01%-1,908Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,674 shares; 2024Q4: 15,521 shares; 2025Q1: 15,250 shares; 2025Q2: 16,777 shares; 2025Q3: 17,064 shares; 2025Q4: 17,077 shares; 2026Q1: 16,719 shares; 2026Q2: 16,929 shares 16,929$5.97M0.01%+210Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,970 shares; 2024Q4: 199,248 shares; 2025Q1: 198,164 shares; 2025Q2: 201,288 shares; 2025Q3: 202,826 shares; 2025Q4: 201,234 shares; 2026Q1: 190,355 shares; 2026Q2: 174,666 shares 174,666$5.96M0.01%-15,689Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,479 shares; 2024Q4: 21,495 shares; 2025Q1: 21,176 shares; 2025Q2: 15,661 shares; 2025Q3: 15,798 shares; 2025Q4: 15,112 shares; 2026Q1: 14,308 shares; 2026Q2: 14,505 shares 14,505$5.94M0.01%+197Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,695 shares; 2024Q4: 114,116 shares; 2025Q1: 123,508 shares; 2025Q2: 120,175 shares; 2025Q3: 152,774 shares; 2025Q4: 165,443 shares; 2026Q1: 184,065 shares; 2026Q2: 217,545 shares 217,545$5.59M0.01%+33,480Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,117 shares; 2026Q2: 95,940 shares 95,940$5.25M0.01%-4,177Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 8,219 shares; 2025Q1: 8,442 shares; 2025Q2: 13,342 shares; 2025Q3: 13,519 shares; 2025Q4: 13,259 shares; 2026Q1: 13,459 shares; 2026Q2: 13,570 shares 13,570$5.13M0.01%+111Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,385 shares; 2024Q4: 847,932 shares; 2025Q1: 343,198 shares; 2025Q2: 236,835 shares; 2025Q3: 237,344 shares; 2025Q4: 295,984 shares; 2026Q1: 227,407 shares; 2026Q2: 223,569 shares 223,569$5.09M0.01%-3,838Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,036 shares; 2024Q4: 8,705 shares; 2025Q1: 8,494 shares; 2025Q2: 8,086 shares; 2025Q3: 7,983 shares; 2025Q4: 8,313 shares; 2026Q1: 7,378 shares; 2026Q2: 7,173 shares 7,173$5.05M0.01%-205Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,348 shares; 2024Q4: 11,831 shares; 2025Q1: 11,453 shares; 2025Q2: 15,261 shares; 2025Q3: 15,396 shares; 2025Q4: 14,967 shares; 2026Q1: 14,463 shares; 2026Q2: 13,616 shares 13,616$4.98M0.01%-847Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,133 shares; 2024Q4: 18,048 shares; 2025Q1: 15,875 shares; 2025Q2: 17,888 shares; 2025Q3: 16,026 shares; 2025Q4: 15,669 shares; 2026Q1: 16,249 shares; 2026Q2: 16,050 shares 16,050$4.92M0.01%-199Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,786 shares; 2024Q4: 22,366 shares; 2025Q1: 21,226 shares; 2025Q2: 20,252 shares; 2025Q3: 20,991 shares; 2025Q4: 21,202 shares; 2026Q1: 20,488 shares; 2026Q2: 20,240 shares 20,240$4.79M0.01%-248Timeline
IGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,694 shares; 2024Q4: 158,319 shares; 2025Q1: 145,445 shares; 2025Q2: 130,690 shares; 2025Q3: 122,232 shares; 2025Q4: 123,713 shares; 2026Q1: 112,905 shares; 2026Q2: 113,993 shares 113,993$4.68M0.01%+1,088Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,117 shares; 2024Q4: 55,386 shares; 2025Q1: 50,905 shares; 2025Q2: 53,267 shares; 2025Q3: 50,005 shares; 2025Q4: 49,452 shares; 2026Q1: 49,510 shares; 2026Q2: 44,113 shares 44,113$4.63M0.01%-5,397Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,406 shares; 2024Q4: 177,587 shares; 2025Q1: 162,384 shares; 2025Q2: 146,478 shares; 2025Q3: 144,763 shares; 2025Q4: 147,266 shares; 2026Q1: 135,546 shares; 2026Q2: 137,561 shares 137,561$4.6M0.01%+2,015Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,840 shares; 2024Q4: 3,564 shares; 2025Q1: 4,193 shares; 2025Q2: 5,232 shares; 2025Q3: 4,938 shares; 2025Q4: 4,700 shares; 2026Q1: 4,941 shares; 2026Q2: 4,907 shares 4,907$4.59M0.01%-34Timeline
GRNBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,308 shares; 2024Q4: 167,868 shares; 2025Q1: 187,602 shares; 2025Q2: 122,321 shares; 2025Q3: 129,904 shares; 2025Q4: 155,374 shares; 2026Q1: 177,319 shares; 2026Q2: 187,477 shares 187,477$4.52M0.01%+10,158Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 16,685 shares; 2025Q4: 17,280 shares; 2026Q1: 15,094 shares; 2026Q2: 14,678 shares 14,678$4.45M0.01%-416Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,645 shares; 2024Q4: 5,670 shares; 2025Q1: 5,337 shares; 2025Q2: 5,513 shares; 2025Q3: 5,884 shares; 2025Q4: 56,619 shares; 2026Q1: 64,062 shares; 2026Q2: 61,946 shares 61,946$4.42M0.01%-2,116Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,966 shares; 2025Q3: 4,485 shares; 2025Q4: 11,037 shares; 2026Q1: 10,040 shares; 2026Q2: 9,958 shares 9,958$4.36M0.01%-82Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,156 shares; 2024Q4: 7,244 shares; 2025Q1: 7,033 shares; 2025Q2: 5,638 shares; 2025Q3: 4,972 shares; 2025Q4: 5,615 shares; 2026Q1: 5,472 shares; 2026Q2: 7,610 shares 7,610$4.27M0.01%+2,138Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,949 shares; 2024Q4: 232,475 shares; 2025Q1: 115,187 shares; 2025Q2: 89,170 shares; 2025Q3: 91,227 shares; 2025Q4: 100,112 shares; 2026Q1: 90,553 shares; 2026Q2: 91,420 shares 91,420$4.22M0.01%+867Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,052 shares; 2024Q4: 29,268 shares; 2025Q1: 27,868 shares; 2025Q2: 29,727 shares; 2025Q3: 29,275 shares; 2025Q4: 29,080 shares; 2026Q1: 28,553 shares; 2026Q2: 28,539 shares 28,539$4.18M0.01%-14Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,221 shares; 2024Q4: 30,256 shares; 2025Q1: 27,872 shares; 2025Q2: 30,602 shares; 2025Q3: 32,703 shares; 2025Q4: 31,903 shares; 2026Q1: 34,800 shares; 2026Q2: 35,533 shares 35,533$4.17M0.01%+733Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,531 shares; 2024Q4: 45,087 shares; 2025Q1: 39,593 shares; 2025Q2: 37,327 shares; 2025Q3: 37,554 shares; 2025Q4: 39,233 shares; 2026Q1: 38,027 shares; 2026Q2: 37,624 shares 37,624$4.15M0.01%-403Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,227 shares; 2024Q4: 16,683 shares; 2025Q1: 28,407 shares; 2025Q2: 26,763 shares; 2025Q3: 33,873 shares; 2025Q4: 33,344 shares; 2026Q1: 33,544 shares; 2026Q2: 40,760 shares 40,760$4.13M0.01%+7,216Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,024 shares; 2025Q1: 25,344 shares; 2025Q2: 30,750 shares; 2025Q3: 31,066 shares; 2025Q4: 32,086 shares; 2026Q1: 30,287 shares; 2026Q2: 29,272 shares 29,272$4.09M0.01%-1,015Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,232 shares; 2024Q4: 67,193 shares; 2025Q1: 50,232 shares; 2025Q2: 35,299 shares; 2025Q3: 36,585 shares; 2025Q4: 36,907 shares; 2026Q1: 36,531 shares; 2026Q2: 42,356 shares 42,356$4.09M0.01%+5,825Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,103 shares; 2024Q4: 4,910 shares; 2025Q1: 82,409 shares; 2025Q2: 85,600 shares; 2025Q3: 101,031 shares; 2025Q4: 105,149 shares; 2026Q1: 94,214 shares; 2026Q2: 83,264 shares 83,264$4.03M0.01%-10,950Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,332 shares; 2024Q4: 140,813 shares; 2025Q1: 129,808 shares; 2025Q2: 122,161 shares; 2025Q3: 130,270 shares; 2025Q4: 132,762 shares; 2026Q1: 134,417 shares; 2026Q2: 133,050 shares 133,050$3.9M0.01%-1,367Timeline
IBTJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,278 shares; 2024Q4: 78,210 shares; 2025Q1: 90,578 shares; 2025Q2: 96,728 shares; 2025Q3: 106,703 shares; 2025Q4: 169,770 shares; 2026Q1: 184,732 shares; 2026Q2: 178,850 shares 178,850$3.87M0.01%-5,882Timeline
FDIGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,393 shares; 2025Q4: 93,526 shares; 2026Q1: 100,758 shares; 2026Q2: 89,777 shares 89,777$3.84M0.01%-10,981Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: 2,360 shares; 2025Q1: 3,058 shares; 2025Q2: 10,171 shares; 2025Q3: 30,839 shares; 2025Q4: 10,839 shares; 2026Q1: 10,434 shares; 2026Q2: 10,369 shares 10,369$3.82M0.01%-65Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,961 shares; 2025Q4: 57,074 shares; 2026Q1: 49,490 shares; 2026Q2: 48,791 shares 48,791$3.82M0.01%-699Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,284 shares; 2024Q4: 67,711 shares; 2025Q1: 51,679 shares; 2025Q2: 93,258 shares; 2025Q3: 107,752 shares; 2025Q4: 106,885 shares; 2026Q1: 104,929 shares; 2026Q2: 94,974 shares 94,974$3.82M0.01%-9,955Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,230 shares 71,230$3.76M0.01%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,137 shares; 2024Q4: 87,649 shares; 2025Q1: 79,395 shares; 2025Q2: 48,006 shares; 2025Q3: 39,807 shares; 2025Q4: 32,766 shares; 2026Q1: 31,928 shares; 2026Q2: 32,179 shares 32,179$3.75M0.01%+251Timeline
STCESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,235 shares; 2024Q4: 71,255 shares; 2025Q1: 84,490 shares; 2025Q2: 83,971 shares; 2025Q3: 60,378 shares; 2025Q4: 58,582 shares; 2026Q1: 64,115 shares; 2026Q2: 53,618 shares 53,618$3.75M0.01%-10,497Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,144 shares; 2025Q4: 12,940 shares; 2026Q1: 11,300 shares; 2026Q2: 11,196 shares 11,196$3.71M0.01%-104Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,770 shares; 2024Q4: 11,657 shares; 2025Q1: 9,912 shares; 2025Q2: 8,990 shares; 2025Q3: 9,095 shares; 2025Q4: 9,832 shares; 2026Q1: 7,799 shares; 2026Q2: 5,862 shares 5,862$3.62M0.01%-1,937Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,711 shares; 2024Q4: 15,697 shares; 2025Q1: 15,068 shares; 2025Q2: 14,513 shares; 2025Q3: 14,788 shares; 2025Q4: 14,088 shares; 2026Q1: 14,032 shares; 2026Q2: 13,801 shares 13,801$3.61M0.01%-231Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,353 shares; 2024Q4: 14,896 shares; 2025Q1: 16,735 shares; 2025Q2: 25,707 shares; 2025Q3: 23,546 shares; 2025Q4: 23,529 shares; 2026Q1: 25,812 shares; 2026Q2: 26,145 shares 26,145$3.57M0.01%+333Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,426 shares; 2024Q4: 16,650 shares; 2025Q1: 16,337 shares; 2025Q2: 20,646 shares; 2025Q3: 20,631 shares; 2025Q4: 21,565 shares; 2026Q1: 21,554 shares; 2026Q2: 21,593 shares 21,593$3.55M0.01%+39Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,531 shares; 2024Q4: 2,523 shares; 2025Q1: 2,629 shares; 2025Q2: 4,406 shares; 2025Q3: 4,207 shares; 2025Q4: 4,141 shares; 2026Q1: 8,187 shares; 2026Q2: 29,569 shares 29,569$3.53M0.01%+21,382Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,771 shares; 2025Q3: 95,115 shares; 2025Q4: 79,071 shares; 2026Q1: 70,346 shares; 2026Q2: 64,871 shares 64,871$3.28M0.01%-5,475Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,649 shares; 2024Q4: 1,474 shares; 2025Q1: 934 shares; 2025Q2: 2,169 shares; 2025Q3: 2,982 shares; 2025Q4: 3,067 shares; 2026Q1: 2,653 shares; 2026Q2: 2,700 shares 2,700$3.24M0.01%+47Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,397 shares; 2024Q4: 15,258 shares; 2025Q1: 12,865 shares; 2025Q2: 18,711 shares; 2025Q3: 19,993 shares; 2025Q4: 24,956 shares; 2026Q1: 25,583 shares; 2026Q2: 28,191 shares 28,191$3.19M0.01%+2,608Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,239 shares; 2024Q4: 6,350 shares; 2025Q1: 6,582 shares; 2025Q2: 6,784 shares; 2025Q3: 6,586 shares; 2025Q4: 6,559 shares; 2026Q1: 6,542 shares; 2026Q2: 6,476 shares 6,476$3.18M0.01%-66Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,326 shares; 2024Q4: 10,666 shares; 2025Q1: 9,035 shares; 2025Q2: 15,503 shares; 2025Q3: 12,525 shares; 2025Q4: 11,452 shares; 2026Q1: 12,030 shares; 2026Q2: 12,305 shares 12,305$3.13M0.01%+275Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,919 shares; 2024Q4: 59,001 shares; 2025Q1: 63,195 shares; 2025Q2: 62,549 shares; 2025Q3: 55,342 shares; 2025Q4: 54,718 shares; 2026Q1: 54,349 shares; 2026Q2: 49,818 shares 49,818$3.12M0.01%-4,531Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,729 shares; 2024Q4: 36,905 shares; 2025Q1: 32,878 shares; 2025Q2: 26,996 shares; 2025Q3: 25,898 shares; 2025Q4: 27,879 shares; 2026Q1: 28,736 shares; 2026Q2: 34,916 shares 34,916$3.11M0.01%+6,180Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,124 shares; 2025Q2: 34,179 shares; 2025Q3: 31,166 shares; 2025Q4: 28,288 shares; 2026Q1: 28,139 shares; 2026Q2: 29,839 shares 29,839$3.09M0.01%+1,700Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,387 shares; 2024Q4: 64,650 shares; 2025Q1: 62,500 shares; 2025Q2: 66,228 shares; 2025Q3: 67,337 shares; 2025Q4: 68,319 shares; 2026Q1: 68,319 shares; 2026Q2: 64,425 shares 64,425$3.07M0.01%-3,894Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 8,031 shares; 2025Q3: 8,018 shares; 2025Q4: 7,466 shares; 2026Q1: 7,260 shares; 2026Q2: 7,167 shares 7,167$3.06M0.01%-93Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,614 shares; 2024Q4: 16,271 shares; 2025Q1: 16,517 shares; 2025Q2: 16,391 shares; 2025Q3: 16,513 shares; 2025Q4: 32,834 shares; 2026Q1: 33,003 shares; 2026Q2: 31,564 shares 31,564$3.05M0.01%-1,439Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,380 shares; 2024Q4: 6,473 shares; 2025Q1: 5,901 shares; 2025Q2: 5,748 shares; 2025Q3: 6,834 shares; 2025Q4: 8,479 shares; 2026Q1: 7,833 shares; 2026Q2: 8,117 shares 8,117$3.03M0.01%+284Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,989 shares; 2024Q4: 33,788 shares; 2025Q1: 30,036 shares; 2025Q2: 11,316 shares; 2025Q3: 11,524 shares; 2025Q4: 13,029 shares; 2026Q1: 12,392 shares; 2026Q2: 18,111 shares 18,111$3.02M0.01%+5,719Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,458 shares; 2024Q4: 12,182 shares; 2025Q1: 14,123 shares; 2025Q2: 15,033 shares; 2025Q3: 15,633 shares; 2025Q4: 15,707 shares; 2026Q1: 14,348 shares; 2026Q2: 13,287 shares 13,287$2.98M0.01%-1,061Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,709 shares; 2024Q4: 15,112 shares; 2025Q1: 13,265 shares; 2025Q2: 13,779 shares; 2025Q3: 13,091 shares; 2025Q4: 13,585 shares; 2026Q1: 14,233 shares; 2026Q2: 13,368 shares 13,368$2.97M0.01%-865Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,258 shares; 2024Q4: 3,041 shares; 2025Q1: 2,449 shares; 2025Q2: 23,104 shares; 2025Q3: 23,598 shares; 2025Q4: 23,488 shares; 2026Q1: 23,319 shares; 2026Q2: 23,877 shares 23,877$2.97M0.01%+558Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,742 shares; 2025Q2: 19,429 shares; 2025Q3: 17,309 shares; 2025Q4: 16,501 shares; 2026Q1: 27,290 shares; 2026Q2: 25,326 shares 25,326$2.96M0.01%-1,964Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,196 shares; 2024Q4: 187,948 shares; 2025Q1: 184,877 shares; 2025Q2: 187,677 shares; 2025Q3: 184,493 shares; 2025Q4: 181,894 shares; 2026Q1: 97,305 shares; 2026Q2: 100,082 shares 100,082$2.95M0.01%+2,777Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,055 shares; 2024Q4: 19,540 shares; 2025Q1: 19,145 shares; 2025Q2: 21,237 shares; 2025Q3: 19,736 shares; 2025Q4: 17,831 shares; 2026Q1: 17,904 shares; 2026Q2: 17,923 shares 17,923$2.94M0.01%+19Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,473 shares; 2024Q4: 10,401 shares; 2025Q1: 9,712 shares; 2025Q2: 10,174 shares; 2025Q3: 11,266 shares; 2025Q4: 11,474 shares; 2026Q1: 10,985 shares; 2026Q2: 10,410 shares 10,410$2.93M0.01%-575Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,503 shares; 2024Q4: 16,733 shares; 2025Q1: 16,703 shares; 2025Q2: 18,828 shares; 2025Q3: 17,681 shares; 2025Q4: 17,892 shares; 2026Q1: 34,378 shares; 2026Q2: 32,470 shares 32,470$2.93M0.01%-1,908Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,540 shares; 2024Q4: 15,243 shares; 2025Q1: 13,988 shares; 2025Q2: 12,156 shares; 2025Q3: 13,596 shares; 2025Q4: 13,513 shares; 2026Q1: 12,905 shares; 2026Q2: 12,030 shares 12,030$2.92M0.01%-875Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 5,742 shares; 2025Q1: 5,758 shares; 2025Q2: 6,056 shares; 2025Q3: 6,001 shares; 2025Q4: 6,162 shares; 2026Q1: 5,993 shares; 2026Q2: 5,829 shares 5,829$2.92M0.01%-164Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,343 shares; 2024Q4: 2,145 shares; 2025Q1: 2,007 shares; 2025Q2: 4,974 shares; 2025Q3: 6,457 shares; 2025Q4: 5,245 shares; 2026Q1: 4,393 shares; 2026Q2: 5,029 shares 5,029$2.92M0.01%+636Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,202 shares; 2024Q4: 22,627 shares; 2025Q1: 22,881 shares; 2025Q2: 28,758 shares; 2025Q3: 29,990 shares; 2025Q4: 30,590 shares; 2026Q1: 31,924 shares; 2026Q2: 31,490 shares 31,490$2.83M0.01%-434Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,648 shares; 2026Q2: 55,282 shares 55,282$2.82M0.01%+37,634Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,668 shares; 2024Q4: 59,336 shares; 2025Q1: 70,058 shares; 2025Q2: 35,029 shares; 2025Q3: 48,174 shares; 2025Q4: 48,400 shares; 2026Q1: 48,400 shares; 2026Q2: 56,893 shares 56,893$2.75M<0.01%+8,493Timeline
NBBKNB BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,299 shares; 2025Q3: 129,288 shares; 2025Q4: 117,707 shares; 2026Q1: 125,723 shares; 2026Q2: 126,788 shares 126,788$2.68M<0.01%+1,065Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,818 shares; 2024Q4: 5,964 shares; 2025Q1: 5,834 shares; 2025Q2: 8,023 shares; 2025Q3: 7,777 shares; 2025Q4: 7,063 shares; 2026Q1: 6,445 shares; 2026Q2: 7,775 shares 7,775$2.67M<0.01%+1,330Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,438 shares; 2025Q1: 8,021 shares; 2025Q2: 23,493 shares; 2025Q3: 26,181 shares; 2025Q4: 21,957 shares; 2026Q1: 20,077 shares; 2026Q2: 17,140 shares 17,140$2.63M<0.01%-2,937Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,369 shares; 2024Q4: 5,410 shares; 2025Q1: 5,390 shares; 2025Q2: 16,867 shares; 2025Q3: 16,798 shares; 2025Q4: 16,932 shares; 2026Q1: 17,775 shares; 2026Q2: 17,167 shares 17,167$2.61M<0.01%-608Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3,144 shares; 2025Q1: 3,124 shares; 2025Q2: 2,999 shares; 2025Q3: 2,990 shares; 2025Q4: 16,881 shares; 2026Q1: 17,315 shares; 2026Q2: 26,033 shares 26,033$2.58M<0.01%+8,718Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,016 shares; 2024Q4: 38,659 shares; 2025Q1: 43,183 shares; 2025Q2: 54,083 shares; 2025Q3: 69,659 shares; 2025Q4: 79,504 shares; 2026Q1: 81,692 shares; 2026Q2: 81,458 shares 81,458$2.58M<0.01%-234Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: 1,397 shares; 2025Q2: 1,401 shares; 2025Q3: 1,991 shares; 2025Q4: 2,455 shares; 2026Q1: 1,949 shares; 2026Q2: 2,179 shares 2,179$2.56M<0.01%+230Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,901 shares; 2024Q4: 53,784 shares; 2025Q1: 53,470 shares; 2025Q2: 44,314 shares; 2025Q3: 42,112 shares; 2025Q4: 39,076 shares; 2026Q1: 37,874 shares; 2026Q2: 37,225 shares 37,225$2.55M<0.01%-649Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,760 shares; 2024Q4: 13,634 shares; 2025Q1: 12,468 shares; 2025Q2: 14,820 shares; 2025Q3: 14,912 shares; 2025Q4: 15,746 shares; 2026Q1: 15,193 shares; 2026Q2: 15,978 shares 15,978$2.52M<0.01%+785Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,194 shares; 2025Q3: 25,499 shares; 2025Q4: 26,879 shares; 2026Q1: 31,536 shares; 2026Q2: 27,652 shares 27,652$2.51M<0.01%-3,884Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,598 shares 41,598$2.48M<0.01%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,733 shares; 2024Q4: 7,892 shares; 2025Q1: 7,625 shares; 2025Q2: 5,245 shares; 2025Q3: 5,140 shares; 2025Q4: 5,450 shares; 2026Q1: 5,432 shares; 2026Q2: 5,364 shares 5,364$2.46M<0.01%-68Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,224 shares; 2024Q4: 24,224 shares; 2025Q1: 25,439 shares; 2025Q2: 35,384 shares; 2025Q3: 43,059 shares; 2025Q4: 44,348 shares; 2026Q1: 42,549 shares; 2026Q2: 42,606 shares 42,606$2.43M<0.01%+57Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,042 shares; 2024Q4: 6,307 shares; 2025Q1: 5,042 shares; 2025Q2: 49,004 shares; 2025Q3: 46,996 shares; 2025Q4: 44,883 shares; 2026Q1: 44,572 shares; 2026Q2: 44,587 shares 44,587$2.41M<0.01%+15Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,601 shares; 2024Q4: 62,248 shares; 2025Q1: 60,538 shares; 2025Q2: 60,594 shares; 2025Q3: 60,551 shares; 2025Q4: 60,392 shares; 2026Q1: 60,149 shares; 2026Q2: 59,081 shares 59,081$2.4M<0.01%-1,068Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,179 shares; 2024Q4: 21,560 shares; 2025Q1: 16,338 shares; 2025Q2: 10,673 shares; 2025Q3: 11,431 shares; 2025Q4: 9,963 shares; 2026Q1: 10,147 shares; 2026Q2: 9,757 shares 9,757$2.4M<0.01%-390Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,437 shares; 2024Q4: 27,649 shares; 2025Q1: 28,556 shares; 2025Q2: 30,318 shares; 2025Q3: 28,432 shares; 2025Q4: 29,858 shares; 2026Q1: 23,405 shares; 2026Q2: 26,431 shares 26,431$2.4M<0.01%+3,026Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,785 shares; 2024Q4: 1,929 shares; 2025Q1: 2,018 shares; 2025Q2: 4,755 shares; 2025Q3: 4,606 shares; 2025Q4: 4,547 shares; 2026Q1: 3,908 shares; 2026Q2: 4,619 shares 4,619$2.37M<0.01%+711Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,190 shares; 2024Q4: 56,880 shares; 2025Q1: 56,348 shares; 2025Q2: 54,863 shares; 2025Q3: 54,914 shares; 2025Q4: 69,164 shares; 2026Q1: 66,444 shares; 2026Q2: 64,540 shares 64,540$2.29M<0.01%-1,904Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,693 shares; 2024Q4: 317,041 shares; 2025Q1: 319,867 shares; 2025Q2: 321,722 shares; 2025Q3: 327,950 shares; 2025Q4: 262,593 shares; 2026Q1: 172,186 shares; 2026Q2: 78,409 shares 78,409$2.27M<0.01%-93,777Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,810 shares; 2024Q4: 41,673 shares; 2025Q1: 47,957 shares; 2025Q2: 43,578 shares; 2025Q3: 35,440 shares; 2025Q4: 48,819 shares; 2026Q1: 164,167 shares; 2026Q2: 105,703 shares 105,703$2.24M<0.01%-58,464Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,444 shares; 2025Q2: 4,466 shares; 2025Q3: 5,212 shares; 2025Q4: 4,303 shares; 2026Q1: 5,667 shares; 2026Q2: 25,426 shares 25,426$2.24M<0.01%+19,759Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,877 shares; 2024Q4: 43,664 shares; 2025Q1: 41,399 shares; 2025Q2: 28,145 shares; 2025Q3: 41,752 shares; 2025Q4: 31,787 shares; 2026Q1: 26,523 shares; 2026Q2: 25,965 shares 25,965$2.22M<0.01%-558Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,707 shares; 2024Q4: 62,539 shares; 2025Q1: 60,905 shares; 2025Q2: 32,578 shares; 2025Q3: 33,313 shares; 2025Q4: 27,805 shares; 2026Q1: 28,220 shares; 2026Q2: 28,636 shares 28,636$2.19M<0.01%+416Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,994 shares; 2025Q3: 2,693 shares; 2025Q4: 2,437 shares; 2026Q1: 5,077 shares; 2026Q2: 5,046 shares 5,046$2.19M<0.01%-31Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 9,581 shares; 2025Q1: 11,506 shares; 2025Q2: 6,495 shares; 2025Q3: 7,210 shares; 2025Q4: 7,652 shares; 2026Q1: 7,215 shares; 2026Q2: 13,895 shares 13,895$2.18M<0.01%+6,680Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,162 shares; 2026Q1: 24,156 shares; 2026Q2: 43,776 shares 43,776$2.18M<0.01%+19,620Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 2,884 shares; 2025Q1: 1,527 shares; 2025Q2: 2,097 shares; 2025Q3: 2,175 shares; 2025Q4: 1,935 shares; 2026Q1: 1,913 shares; 2026Q2: 2,017 shares 2,017$2.15M<0.01%+104Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,433 shares; 2024Q4: 45,690 shares; 2025Q1: 39,599 shares; 2025Q2: 38,294 shares; 2025Q3: 40,632 shares; 2025Q4: 37,669 shares; 2026Q1: 38,743 shares; 2026Q2: 40,598 shares 40,598$2.14M<0.01%+1,855Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,432 shares; 2024Q4: 13,427 shares; 2025Q1: 10,404 shares; 2025Q2: 9,985 shares; 2025Q3: 12,156 shares; 2025Q4: 19,007 shares; 2026Q1: 19,067 shares; 2026Q2: 19,335 shares 19,335$2.12M<0.01%+268Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,845 shares; 2024Q4: 13,101 shares; 2025Q1: 11,812 shares; 2025Q2: 11,818 shares; 2025Q3: 11,565 shares; 2025Q4: 10,559 shares; 2026Q1: 10,622 shares; 2026Q2: 10,662 shares 10,662$2.11M<0.01%+40Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,131 shares; 2024Q4: 27,895 shares; 2025Q1: 21,317 shares; 2025Q2: 20,215 shares; 2025Q3: 44,550 shares; 2025Q4: 37,550 shares; 2026Q1: 35,177 shares; 2026Q2: 35,470 shares 35,470$2.09M<0.01%+293Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,769 shares; 2024Q4: 13,374 shares; 2025Q1: 13,970 shares; 2025Q2: 11,263 shares; 2025Q3: 12,999 shares; 2025Q4: 12,235 shares; 2026Q1: 11,847 shares; 2026Q2: 10,105 shares 10,105$2.09M<0.01%-1,742Timeline
IBLCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,972 shares; 2025Q4: 45,992 shares; 2026Q1: 49,603 shares; 2026Q2: 43,108 shares 43,108$2.07M<0.01%-6,495Timeline
AVMUAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,183 shares; 2024Q4: 93,884 shares; 2025Q1: 77,972 shares; 2025Q2: 68,493 shares; 2025Q3: 63,653 shares; 2025Q4: 55,508 shares; 2026Q1: 45,318 shares; 2026Q2: 44,362 shares 44,362$2.07M<0.01%-956Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 732 shares; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: 3,189 shares; 2025Q4: 2,808 shares; 2026Q1: not reported; 2026Q2: 24,575 shares 24,575$2.03M<0.01%newTimeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,619 shares; 2025Q2: 1,870 shares; 2025Q3: 1,900 shares; 2025Q4: 1,941 shares; 2026Q1: 1,950 shares; 2026Q2: 2,004 shares 2,004$2.03M<0.01%+54Timeline
BBSCJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,600 shares; 2025Q2: 19,657 shares; 2025Q3: 21,577 shares; 2025Q4: 21,448 shares; 2026Q1: 21,331 shares; 2026Q2: 21,534 shares 21,534$1.98M<0.01%+203Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,612 shares; 2024Q4: 21,579 shares; 2025Q1: 21,582 shares; 2025Q2: 21,776 shares; 2025Q3: 21,998 shares; 2025Q4: 22,819 shares; 2026Q1: 22,727 shares; 2026Q2: 22,309 shares 22,309$1.98M<0.01%-418Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,809 shares; 2024Q4: 28,563 shares; 2025Q1: 26,806 shares; 2025Q2: 55,006 shares; 2025Q3: 47,165 shares; 2025Q4: 47,333 shares; 2026Q1: 37,622 shares; 2026Q2: 36,971 shares 36,971$1.95M<0.01%-651Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,568 shares; 2024Q4: 7,209 shares; 2025Q1: 5,078 shares; 2025Q2: 4,344 shares; 2025Q3: 4,609 shares; 2025Q4: 4,181 shares; 2026Q1: 4,274 shares; 2026Q2: 5,295 shares 5,295$1.92M<0.01%+1,021Timeline
IBTKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,231 shares; 2024Q4: 44,573 shares; 2025Q1: 58,350 shares; 2025Q2: 58,608 shares; 2025Q3: 64,339 shares; 2025Q4: 96,560 shares; 2026Q1: 100,780 shares; 2026Q2: 96,566 shares 96,566$1.89M<0.01%-4,214Timeline
CLPTCLEARPOINT NEURO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,347 shares; 2025Q3: 104,814 shares; 2025Q4: 105,033 shares; 2026Q1: 105,033 shares; 2026Q2: 105,033 shares 105,033$1.87M<0.01%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,716 shares; 2024Q4: 9,447 shares; 2025Q1: 9,402 shares; 2025Q2: 10,570 shares; 2025Q3: 11,720 shares; 2025Q4: 12,156 shares; 2026Q1: 11,395 shares; 2026Q2: 11,177 shares 11,177$1.85M<0.01%-218Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,850 shares; 2024Q4: 46,295 shares; 2025Q1: 35,033 shares; 2025Q2: 18,739 shares; 2025Q3: 15,679 shares; 2025Q4: 15,337 shares; 2026Q1: 14,660 shares; 2026Q2: 14,705 shares 14,705$1.83M<0.01%+45Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,407 shares; 2024Q4: 3,835 shares; 2025Q1: 2,398 shares; 2025Q2: 4,536 shares; 2025Q3: 4,314 shares; 2025Q4: 5,051 shares; 2026Q1: 5,396 shares; 2026Q2: 4,408 shares 4,408$1.83M<0.01%-988Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,622 shares; 2025Q3: 2,678 shares; 2025Q4: 2,873 shares; 2026Q1: 2,580 shares; 2026Q2: 2,522 shares 2,522$1.82M<0.01%-58Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,970 shares; 2024Q4: 60,560 shares; 2025Q1: 93,597 shares; 2025Q2: 94,472 shares; 2025Q3: 70,804 shares; 2025Q4: 72,793 shares; 2026Q1: 103,380 shares; 2026Q2: 150,975 shares 150,975$1.8M<0.01%+47,595Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,877 shares; 2024Q4: 13,254 shares; 2025Q1: 15,221 shares; 2025Q2: 16,337 shares; 2025Q3: 16,316 shares; 2025Q4: 22,115 shares; 2026Q1: 16,336 shares; 2026Q2: 16,714 shares 16,714$1.78M<0.01%+378Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,623 shares; 2024Q4: 14,545 shares; 2025Q1: 11,416 shares; 2025Q2: 12,598 shares; 2025Q3: 14,106 shares; 2025Q4: 13,154 shares; 2026Q1: 13,055 shares; 2026Q2: 12,122 shares 12,122$1.78M<0.01%-933Timeline
YJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,436 shares; 2025Q3: 141,397 shares; 2025Q4: 110,104 shares; 2026Q1: 100,550 shares; 2026Q2: 64,440 shares 64,440$1.73M<0.01%-36,110Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,049 shares; 2024Q4: 327,426 shares; 2025Q1: 103,228 shares; 2025Q2: 74,268 shares; 2025Q3: 74,495 shares; 2025Q4: 88,729 shares; 2026Q1: 70,156 shares; 2026Q2: 69,991 shares 69,991$1.73M<0.01%-165Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,929 shares; 2024Q4: 22,097 shares; 2025Q1: 21,511 shares; 2025Q2: 24,113 shares; 2025Q3: 24,871 shares; 2025Q4: 23,429 shares; 2026Q1: 23,013 shares; 2026Q2: 22,522 shares 22,522$1.71M<0.01%-491Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,104 shares; 2025Q1: 1,404 shares; 2025Q2: 2,683 shares; 2025Q3: 2,771 shares; 2025Q4: 3,466 shares; 2026Q1: 3,091 shares; 2026Q2: 3,481 shares 3,481$1.66M<0.01%+390Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,532 shares; 2024Q4: 11,119 shares; 2025Q1: 9,667 shares; 2025Q2: 9,296 shares; 2025Q3: 9,675 shares; 2025Q4: 11,252 shares; 2026Q1: 8,672 shares; 2026Q2: 8,624 shares 8,624$1.64M<0.01%-48Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,599 shares; 2024Q4: 39,573 shares; 2025Q1: 37,758 shares; 2025Q2: 37,342 shares; 2025Q3: 36,721 shares; 2025Q4: 36,315 shares; 2026Q1: 33,727 shares; 2026Q2: 34,001 shares 34,001$1.64M<0.01%+274Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,294 shares; 2024Q4: 24,064 shares; 2025Q1: 23,517 shares; 2025Q2: 23,200 shares; 2025Q3: 24,604 shares; 2025Q4: 24,423 shares; 2026Q1: 22,933 shares; 2026Q2: 23,531 shares 23,531$1.62M<0.01%+598Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,376 shares; 2024Q4: 5,902 shares; 2025Q1: 5,652 shares; 2025Q2: 9,300 shares; 2025Q3: 8,907 shares; 2025Q4: 8,856 shares; 2026Q1: 8,862 shares; 2026Q2: 8,743 shares 8,743$1.62M<0.01%-119Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,254 shares; 2024Q4: 4,092 shares; 2025Q1: 4,401 shares; 2025Q2: 3,912 shares; 2025Q3: 3,927 shares; 2025Q4: 3,921 shares; 2026Q1: 4,411 shares; 2026Q2: 4,544 shares 4,544$1.56M<0.01%+133Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,638 shares; 2024Q4: 10,531 shares; 2025Q1: 10,594 shares; 2025Q2: 10,722 shares; 2025Q3: 11,014 shares; 2025Q4: 14,042 shares; 2026Q1: 7,474 shares; 2026Q2: 7,326 shares 7,326$1.53M<0.01%-148Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,945 shares; 2024Q4: 7,849 shares; 2025Q1: 9,133 shares; 2025Q2: 8,044 shares; 2025Q3: 11,402 shares; 2025Q4: 17,272 shares; 2026Q1: 8,114 shares; 2026Q2: 10,423 shares 10,423$1.53M<0.01%+2,309Timeline
VSDMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,893 shares; 2025Q3: 5,473 shares; 2025Q4: 7,822 shares; 2026Q1: 18,818 shares; 2026Q2: 19,906 shares 19,906$1.53M<0.01%+1,088Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,202 shares; 2024Q4: 15,013 shares; 2025Q1: 13,978 shares; 2025Q2: 14,793 shares; 2025Q3: 17,282 shares; 2025Q4: 19,015 shares; 2026Q1: 18,081 shares; 2026Q2: 18,030 shares 18,030$1.49M<0.01%-51Timeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,433 shares; 2026Q2: 29,432 shares 29,432$1.45M<0.01%-1Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: 1,939 shares; 2025Q1: 1,821 shares; 2025Q2: not reported; 2025Q3: 3,499 shares; 2025Q4: 5,313 shares; 2026Q1: 5,815 shares; 2026Q2: 6,530 shares 6,530$1.43M<0.01%+715Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,080 shares; 2024Q4: 19,851 shares; 2025Q1: 15,999 shares; 2025Q2: 13,651 shares; 2025Q3: 14,368 shares; 2025Q4: 14,062 shares; 2026Q1: 13,573 shares; 2026Q2: 14,014 shares 14,014$1.43M<0.01%+441Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 813 shares; 2026Q1: 1,318 shares; 2026Q2: 1,240 shares 1,240$1.43M<0.01%-78Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,460 shares; 2025Q3: 24,686 shares; 2025Q4: 24,343 shares; 2026Q1: 23,210 shares; 2026Q2: 23,531 shares 23,531$1.42M<0.01%+321Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,796 shares; 2024Q4: 10,606 shares; 2025Q1: 10,598 shares; 2025Q2: 10,721 shares; 2025Q3: 10,802 shares; 2025Q4: 14,429 shares; 2026Q1: 5,869 shares; 2026Q2: 5,922 shares 5,922$1.41M<0.01%+53Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,204 shares; 2025Q1: 2,538 shares; 2025Q2: 5,366 shares; 2025Q3: 5,516 shares; 2025Q4: 4,937 shares; 2026Q1: 4,841 shares; 2026Q2: 4,690 shares 4,690$1.4M<0.01%-151Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,249 shares; 2024Q4: 25,258 shares; 2025Q1: 25,296 shares; 2025Q2: 25,296 shares; 2025Q3: 25,335 shares; 2025Q4: 25,335 shares; 2026Q1: 25,627 shares; 2026Q2: 24,664 shares 24,664$1.39M<0.01%-963Timeline
IBMOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,382 shares; 2024Q4: 44,294 shares; 2025Q1: 32,608 shares; 2025Q2: 44,232 shares; 2025Q3: 58,852 shares; 2025Q4: 59,215 shares; 2026Q1: 54,522 shares; 2026Q2: 54,360 shares 54,360$1.39M<0.01%-162Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162 shares; 2024Q4: 3,097 shares; 2025Q1: 2,138 shares; 2025Q2: 2,449 shares; 2025Q3: 2,589 shares; 2025Q4: 2,607 shares; 2026Q1: 3,355 shares; 2026Q2: 3,243 shares 3,243$1.38M<0.01%-112Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,957 shares; 2024Q4: 12,375 shares; 2025Q1: 13,546 shares; 2025Q2: 15,311 shares; 2025Q3: 14,089 shares; 2025Q4: 15,876 shares; 2026Q1: 16,507 shares; 2026Q2: 15,376 shares 15,376$1.35M<0.01%-1,131Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,231 shares; 2024Q4: 45,496 shares; 2025Q1: 39,784 shares; 2025Q2: 39,784 shares; 2025Q3: 39,815 shares; 2025Q4: 39,934 shares; 2026Q1: 32,725 shares; 2026Q2: 32,388 shares 32,388$1.34M<0.01%-337Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,674 shares; 2025Q3: 28,047 shares; 2025Q4: 31,573 shares; 2026Q1: 27,944 shares; 2026Q2: 26,262 shares 26,262$1.33M<0.01%-1,682Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,589 shares; 2024Q4: 30,987 shares; 2025Q1: 23,591 shares; 2025Q2: 13,613 shares; 2025Q3: 12,839 shares; 2025Q4: 12,635 shares; 2026Q1: 12,642 shares; 2026Q2: 12,772 shares 12,772$1.32M<0.01%+130Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,035 shares; 2024Q4: 12,465 shares; 2025Q1: 12,465 shares; 2025Q2: 24,738 shares; 2025Q3: 24,801 shares; 2025Q4: 26,783 shares; 2026Q1: 26,703 shares; 2026Q2: 24,838 shares 24,838$1.28M<0.01%-1,865Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,098 shares; 2025Q1: 10,980 shares; 2025Q2: 16,031 shares; 2025Q3: 16,211 shares; 2025Q4: 17,780 shares; 2026Q1: 16,393 shares; 2026Q2: 16,987 shares 16,987$1.28M<0.01%+594Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,059 shares; 2024Q4: 42,639 shares; 2025Q1: 39,515 shares; 2025Q2: 42,214 shares; 2025Q3: 45,777 shares; 2025Q4: 24,478 shares; 2026Q1: 23,792 shares; 2026Q2: 29,972 shares 29,972$1.27M<0.01%+6,180Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,438 shares; 2024Q4: 83,682 shares; 2025Q1: 81,397 shares; 2025Q2: 85,493 shares; 2025Q3: 85,469 shares; 2025Q4: 97,411 shares; 2026Q1: 106,033 shares; 2026Q2: 105,324 shares 105,324$1.27M<0.01%-709Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,001 shares; 2026Q2: 3,717 shares 3,717$1.27M<0.01%+2,716Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,045 shares; 2024Q4: 4,381 shares; 2025Q1: 4,573 shares; 2025Q2: 4,623 shares; 2025Q3: 4,702 shares; 2025Q4: 4,323 shares; 2026Q1: 4,666 shares; 2026Q2: 4,639 shares 4,639$1.26M<0.01%-27Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,215 shares; 2025Q3: 10,215 shares; 2025Q4: 9,116 shares; 2026Q1: 7,175 shares; 2026Q2: 6,380 shares 6,380$1.25M<0.01%-795Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,895 shares; 2025Q1: 3,893 shares; 2025Q2: 1,823 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,782 shares; 2026Q2: 2,888 shares 2,888$1.25M<0.01%-894Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,632 shares; 2024Q4: 2,463 shares; 2025Q1: 2,391 shares; 2025Q2: 2,929 shares; 2025Q3: 2,918 shares; 2025Q4: 2,535 shares; 2026Q1: 2,782 shares; 2026Q2: 2,437 shares 2,437$1.24M<0.01%-345Timeline
SIISPROTT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,823 shares; 2025Q3: 11,823 shares; 2025Q4: 10,863 shares; 2026Q1: 10,863 shares; 2026Q2: 10,863 shares 10,863$1.22M<0.01%0Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,239 shares; 2024Q4: 11,424 shares; 2025Q1: 13,963 shares; 2025Q2: 14,098 shares; 2025Q3: 15,558 shares; 2025Q4: 14,949 shares; 2026Q1: 13,193 shares; 2026Q2: 11,761 shares 11,761$1.2M<0.01%-1,432Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,473 shares; 2024Q4: 10,320 shares; 2025Q1: 6,537 shares; 2025Q2: 12,501 shares; 2025Q3: 13,053 shares; 2025Q4: 13,166 shares; 2026Q1: 12,840 shares; 2026Q2: 14,798 shares 14,798$1.2M<0.01%+1,958Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 686 shares; 2025Q1: 865 shares; 2025Q2: 3,761 shares; 2025Q3: 3,807 shares; 2025Q4: 3,755 shares; 2026Q1: 3,746 shares; 2026Q2: 3,807 shares 3,807$1.2M<0.01%+61Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,147 shares; 2024Q4: 10,502 shares; 2025Q1: 10,601 shares; 2025Q2: 16,419 shares; 2025Q3: 16,884 shares; 2025Q4: 28,103 shares; 2026Q1: 26,585 shares; 2026Q2: 22,222 shares 22,222$1.18M<0.01%-4,363Timeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,329 shares; 2024Q4: 27,098 shares; 2025Q1: 40,293 shares; 2025Q2: 39,849 shares; 2025Q3: 39,861 shares; 2025Q4: 56,554 shares; 2026Q1: 57,444 shares; 2026Q2: 58,450 shares 58,450$1.18M<0.01%+1,006Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,178 shares; 2024Q4: 5,342 shares; 2025Q1: 19,419 shares; 2025Q2: 12,704 shares; 2025Q3: 11,404 shares; 2025Q4: 11,845 shares; 2026Q1: 11,450 shares; 2026Q2: 14,075 shares 14,075$1.18M<0.01%+2,625Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,821 shares; 2025Q1: 5,760 shares; 2025Q2: 7,075 shares; 2025Q3: 7,115 shares; 2025Q4: 7,147 shares; 2026Q1: 7,135 shares; 2026Q2: 7,174 shares 7,174$1.17M<0.01%+39Timeline
IBMPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,472 shares; 2024Q4: 36,559 shares; 2025Q1: 23,683 shares; 2025Q2: 31,236 shares; 2025Q3: 40,583 shares; 2025Q4: 41,867 shares; 2026Q1: 40,429 shares; 2026Q2: 45,725 shares 45,725$1.16M<0.01%+5,296Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,999 shares; 2024Q4: 5,430 shares; 2025Q1: 5,844 shares; 2025Q2: 7,491 shares; 2025Q3: 7,540 shares; 2025Q4: 7,518 shares; 2026Q1: 7,475 shares; 2026Q2: 7,436 shares 7,436$1.16M<0.01%-39Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,587 shares; 2024Q4: 8,949 shares; 2025Q1: 8,814 shares; 2025Q2: 10,196 shares; 2025Q3: 10,270 shares; 2025Q4: 21,037 shares; 2026Q1: 22,123 shares; 2026Q2: 22,134 shares 22,134$1.13M<0.01%+11Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,163 shares; 2024Q4: 6,574 shares; 2025Q1: 6,878 shares; 2025Q2: 10,052 shares; 2025Q3: 9,718 shares; 2025Q4: 9,354 shares; 2026Q1: 8,370 shares; 2026Q2: 8,469 shares 8,469$1.11M<0.01%+99Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,556 shares; 2025Q1: 12,044 shares; 2025Q2: 12,092 shares; 2025Q3: 14,693 shares; 2025Q4: 14,751 shares; 2026Q1: 14,739 shares; 2026Q2: 14,424 shares 14,424$1.1M<0.01%-315Timeline
IBMQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,967 shares; 2025Q4: 44,197 shares; 2026Q1: 42,838 shares; 2026Q2: 42,792 shares 42,792$1.09M<0.01%-46Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,807 shares; 2024Q4: 7,558 shares; 2025Q1: 7,332 shares; 2025Q2: 9,658 shares; 2025Q3: 9,783 shares; 2025Q4: 8,460 shares; 2026Q1: 8,345 shares; 2026Q2: 8,510 shares 8,510$1.09M<0.01%+165Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,996 shares; 2024Q4: 10,654 shares; 2025Q1: 6,959 shares; 2025Q2: 22,464 shares; 2025Q3: 22,643 shares; 2025Q4: 19,926 shares; 2026Q1: 20,342 shares; 2026Q2: 20,377 shares 20,377$1.09M<0.01%+35Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,471 shares; 2025Q3: 4,324 shares; 2025Q4: 4,321 shares; 2026Q1: 4,311 shares; 2026Q2: 4,329 shares 4,329$1.09M<0.01%+18Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,088 shares; 2025Q3: 3,066 shares; 2025Q4: 3,012 shares; 2026Q1: 3,012 shares; 2026Q2: 3,007 shares 3,007$1.08M<0.01%-5Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,659 shares; 2024Q4: 16,057 shares; 2025Q1: 15,408 shares; 2025Q2: 19,070 shares; 2025Q3: 19,754 shares; 2025Q4: 19,048 shares; 2026Q1: 14,086 shares; 2026Q2: 13,099 shares 13,099$1.07M<0.01%-987Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,460 shares; 2024Q4: 5,442 shares; 2025Q1: 5,438 shares; 2025Q2: 5,439 shares; 2025Q3: 9,347 shares; 2025Q4: 10,089 shares; 2026Q1: 6,737 shares; 2026Q2: 6,690 shares 6,690$1.05M<0.01%-47Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,640 shares; 2025Q1: 3,682 shares; 2025Q2: 6,701 shares; 2025Q3: 6,692 shares; 2025Q4: 6,674 shares; 2026Q1: 6,772 shares; 2026Q2: 6,697 shares 6,697$1.05M<0.01%-75Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,346 shares; 2024Q4: 124,356 shares; 2025Q1: 126,298 shares; 2025Q2: 141,090 shares; 2025Q3: 133,012 shares; 2025Q4: 130,969 shares; 2026Q1: 114,178 shares; 2026Q2: 26,929 shares 26,929$1.02M<0.01%-87,249Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: 15,948 shares; 2025Q3: 13,785 shares; 2025Q4: 14,336 shares; 2026Q1: 14,268 shares; 2026Q2: 12,336 shares 12,336$1.01M<0.01%-1,932Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,502 shares; 2025Q1: 6,469 shares; 2025Q2: 8,936 shares; 2025Q3: 8,978 shares; 2025Q4: 8,906 shares; 2026Q1: 9,215 shares; 2026Q2: 9,095 shares 9,095$974K<0.01%-120Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,599 shares 9,599$966K<0.01%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,046 shares; 2025Q3: 4,568 shares; 2025Q4: 4,178 shares; 2026Q1: 2,706 shares; 2026Q2: 1,868 shares 1,868$962K<0.01%-838Timeline
SHYMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,397 shares; 2025Q4: 40,535 shares; 2026Q1: 42,855 shares; 2026Q2: 42,855 shares 42,855$962K<0.01%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,583 shares; 2025Q1: 3,392 shares; 2025Q2: 3,045 shares; 2025Q3: 2,702 shares; 2025Q4: 3,143 shares; 2026Q1: 3,805 shares; 2026Q2: 5,662 shares 5,662$962K<0.01%+1,857Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,556 shares; 2024Q4: 7,061 shares; 2025Q1: 6,687 shares; 2025Q2: 6,777 shares; 2025Q3: 6,762 shares; 2025Q4: 6,687 shares; 2026Q1: 6,861 shares; 2026Q2: 6,771 shares 6,771$961K<0.01%-90Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,619 shares; 2024Q4: 1,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 3,771 shares; 2026Q1: 3,794 shares; 2026Q2: 3,770 shares 3,770$936K<0.01%-24Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,889 shares; 2025Q3: 8,199 shares; 2025Q4: 8,116 shares; 2026Q1: 7,595 shares; 2026Q2: 8,225 shares 8,225$919K<0.01%+630Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: not reported; 2025Q2: 3,441 shares; 2025Q3: 3,554 shares; 2025Q4: 7,047 shares; 2026Q1: 7,723 shares; 2026Q2: 7,674 shares 7,674$900K<0.01%-49Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,419 shares; 2024Q4: 1,594 shares; 2025Q1: 1,619 shares; 2025Q2: 1,934 shares; 2025Q3: 2,013 shares; 2025Q4: 1,759 shares; 2026Q1: 1,346 shares; 2026Q2: 1,406 shares 1,406$892K<0.01%+60Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,166 shares; 2025Q4: 2,205 shares; 2026Q1: 2,187 shares; 2026Q2: 2,242 shares 2,242$890K<0.01%+55Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,774 shares; 2025Q3: 31,578 shares; 2025Q4: 27,216 shares; 2026Q1: 26,500 shares; 2026Q2: 19,551 shares 19,551$890K<0.01%-6,949Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,898 shares; 2025Q3: 10,773 shares; 2025Q4: 10,077 shares; 2026Q1: 10,145 shares; 2026Q2: 10,389 shares 10,389$863K<0.01%+244Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: 3,715 shares; 2026Q1: 3,320 shares; 2026Q2: 2,989 shares 2,989$860K<0.01%-331Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 3,302 shares; 2025Q4: 3,757 shares; 2026Q1: 3,689 shares; 2026Q2: 7,669 shares 7,669$848K<0.01%+3,980Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,183 shares; 2024Q4: 16,500 shares; 2025Q1: 17,352 shares; 2025Q2: 24,225 shares; 2025Q3: 26,537 shares; 2025Q4: 25,135 shares; 2026Q1: 17,934 shares; 2026Q2: 15,052 shares 15,052$848K<0.01%-2,882Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,783 shares; 2024Q4: 2,705 shares; 2025Q1: 2,341 shares; 2025Q2: 5,423 shares; 2025Q3: 5,655 shares; 2025Q4: 5,525 shares; 2026Q1: 5,373 shares; 2026Q2: 5,335 shares 5,335$846K<0.01%-38Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,128 shares; 2024Q4: 25,546 shares; 2025Q1: 28,094 shares; 2025Q2: 34,653 shares; 2025Q3: 29,482 shares; 2025Q4: 29,979 shares; 2026Q1: 29,020 shares; 2026Q2: 40,801 shares 40,801$845K<0.01%+11,781Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,768 shares 3,768$844K<0.01%newTimeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,332 shares; 2024Q4: 7,994 shares; 2025Q1: 8,024 shares; 2025Q2: 6,563 shares; 2025Q3: 6,183 shares; 2025Q4: 6,224 shares; 2026Q1: 6,520 shares; 2026Q2: 6,564 shares 6,564$839K<0.01%+44Timeline
CVIEMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,085 shares; 2024Q4: 8,789 shares; 2025Q1: 8,622 shares; 2025Q2: 8,783 shares; 2025Q3: 9,441 shares; 2025Q4: 9,964 shares; 2026Q1: 9,369 shares; 2026Q2: 9,579 shares 9,579$814K<0.01%+210Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,698 shares; 2025Q3: 2,736 shares; 2025Q4: 2,543 shares; 2026Q1: 2,559 shares; 2026Q2: 2,795 shares 2,795$812K<0.01%+236Timeline
VFVAVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,481 shares; 2024Q4: 27,658 shares; 2025Q1: 18,590 shares; 2025Q2: 6,539 shares; 2025Q3: 5,609 shares; 2025Q4: 5,561 shares; 2026Q1: 5,481 shares; 2026Q2: 5,433 shares 5,433$806K<0.01%-48Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,904 shares; 2024Q4: 2,421 shares; 2025Q1: 1,869 shares; 2025Q2: 5,092 shares; 2025Q3: 5,512 shares; 2025Q4: 3,174 shares; 2026Q1: 4,451 shares; 2026Q2: 4,455 shares 4,455$806K<0.01%+4Timeline
PBDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,770 shares; 2024Q4: 63,448 shares; 2025Q1: 63,499 shares; 2025Q2: 62,733 shares; 2025Q3: 59,247 shares; 2025Q4: 50,176 shares; 2026Q1: 45,706 shares; 2026Q2: 40,844 shares 40,844$801K<0.01%-4,862Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 2,963 shares; 2025Q4: 2,938 shares; 2026Q1: 2,867 shares; 2026Q2: 2,881 shares 2,881$794K<0.01%+14Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,626 shares; 2026Q1: 1,615 shares; 2026Q2: 1,623 shares 1,623$785K<0.01%+8Timeline
VALQAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,947 shares; 2025Q3: 12,176 shares; 2025Q4: 11,190 shares; 2026Q1: 11,190 shares; 2026Q2: 11,190 shares 11,190$780K<0.01%0Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,107 shares; 2024Q4: 16,458 shares; 2025Q1: 16,083 shares; 2025Q2: 16,083 shares; 2025Q3: 16,083 shares; 2025Q4: 16,083 shares; 2026Q1: 16,136 shares; 2026Q2: 14,486 shares 14,486$779K<0.01%-1,650Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,072 shares; 2025Q2: 6,936 shares; 2025Q3: 7,118 shares; 2025Q4: 7,151 shares; 2026Q1: 6,753 shares; 2026Q2: 7,478 shares 7,478$777K<0.01%+725Timeline
FNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,261 shares; 2025Q3: 15,849 shares; 2025Q4: 14,658 shares; 2026Q1: 14,496 shares; 2026Q2: 13,200 shares 13,200$772K<0.01%-1,296Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,634 shares; 2024Q4: 11,647 shares; 2025Q1: 8,775 shares; 2025Q2: 9,481 shares; 2025Q3: 9,363 shares; 2025Q4: 7,118 shares; 2026Q1: 3,931 shares; 2026Q2: 4,097 shares 4,097$757K<0.01%+166Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 1,729 shares; 2025Q1: 1,609 shares; 2025Q2: 1,885 shares; 2025Q3: 3,291 shares; 2025Q4: 1,378 shares; 2026Q1: 1,405 shares; 2026Q2: 1,446 shares 1,446$755K<0.01%+41Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,156 shares; 2025Q1: 2,443 shares; 2025Q2: 2,799 shares; 2025Q3: 2,480 shares; 2025Q4: 2,726 shares; 2026Q1: 3,265 shares; 2026Q2: 3,488 shares 3,488$742K<0.01%+223Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,164 shares; 2025Q1: 6,833 shares; 2025Q2: 6,713 shares; 2025Q3: 6,836 shares; 2025Q4: 8,758 shares; 2026Q1: 7,263 shares; 2026Q2: 7,133 shares 7,133$738K<0.01%-130Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,506 shares; 2024Q4: 10,580 shares; 2025Q1: 10,602 shares; 2025Q2: 12,667 shares; 2025Q3: 13,688 shares; 2025Q4: 13,792 shares; 2026Q1: 13,649 shares; 2026Q2: 14,846 shares 14,846$736K<0.01%+1,197Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,523 shares; 2025Q3: 5,497 shares; 2025Q4: 6,989 shares; 2026Q1: 3,627 shares; 2026Q2: 3,653 shares 3,653$733K<0.01%+26Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,372 shares; 2025Q1: 2,645 shares; 2025Q2: 4,875 shares; 2025Q3: 4,832 shares; 2025Q4: 4,943 shares; 2026Q1: 4,379 shares; 2026Q2: 4,807 shares 4,807$722K<0.01%+428Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,998 shares; 2025Q3: 2,373 shares; 2025Q4: 2,711 shares; 2026Q1: 2,369 shares; 2026Q2: 2,400 shares 2,400$715K<0.01%+31Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,005 shares; 2026Q2: 16,443 shares 16,443$713K<0.01%-562Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548 shares; 2024Q4: 1,704 shares; 2025Q1: 2,205 shares; 2025Q2: 4,925 shares; 2025Q3: 5,054 shares; 2025Q4: 3,524 shares; 2026Q1: 3,744 shares; 2026Q2: 3,771 shares 3,771$709K<0.01%+27Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,628 shares; 2024Q4: 13,045 shares; 2025Q1: 13,127 shares; 2025Q2: 16,116 shares; 2025Q3: 16,087 shares; 2025Q4: 14,497 shares; 2026Q1: 14,497 shares; 2026Q2: 14,543 shares 14,543$689K<0.01%+46Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,409 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,297 shares; 2025Q4: 3,383 shares; 2026Q1: 3,383 shares; 2026Q2: 3,391 shares 3,391$678K<0.01%+8Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 737 shares; 2025Q1: 772 shares; 2025Q2: 1,874 shares; 2025Q3: 2,047 shares; 2025Q4: 2,210 shares; 2026Q1: 1,885 shares; 2026Q2: 1,998 shares 1,998$676K<0.01%+113Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,330 shares; 2026Q1: 1,340 shares; 2026Q2: 1,692 shares 1,692$671K<0.01%+352Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,383 shares; 2024Q4: 4,164 shares; 2025Q1: 4,115 shares; 2025Q2: 3,698 shares; 2025Q3: 4,070 shares; 2025Q4: 4,110 shares; 2026Q1: 4,267 shares; 2026Q2: 6,928 shares 6,928$668K<0.01%+2,661Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,144 shares; 2024Q4: 9,745 shares; 2025Q1: 9,664 shares; 2025Q2: 7,329 shares; 2025Q3: 7,247 shares; 2025Q4: 7,247 shares; 2026Q1: 7,596 shares; 2026Q2: 7,506 shares 7,506$668K<0.01%-90Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 1,488 shares; 2025Q1: 1,481 shares; 2025Q2: not reported; 2025Q3: 2,218 shares; 2025Q4: 2,145 shares; 2026Q1: 1,840 shares; 2026Q2: 1,826 shares 1,826$668K<0.01%-14Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,629 shares; 2025Q1: 4,126 shares; 2025Q2: 4,314 shares; 2025Q3: 4,487 shares; 2025Q4: 4,807 shares; 2026Q1: 4,662 shares; 2026Q2: 4,773 shares 4,773$668K<0.01%+111Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,649 shares; 2025Q3: 22,668 shares; 2025Q4: 22,668 shares; 2026Q1: 23,195 shares; 2026Q2: 19,003 shares 19,003$666K<0.01%-4,192Timeline
PAGPENSKE AUTOMOTIVE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,634 shares; 2024Q4: 2,909 shares; 2025Q1: 5,788 shares; 2025Q2: 4,535 shares; 2025Q3: 3,429 shares; 2025Q4: 3,483 shares; 2026Q1: 2,549 shares; 2026Q2: 3,697 shares 3,697$662K<0.01%+1,148Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 819 shares; 2024Q4: 1,943 shares; 2025Q1: 1,183 shares; 2025Q2: 1,798 shares; 2025Q3: 2,111 shares; 2025Q4: 2,419 shares; 2026Q1: 2,098 shares; 2026Q2: 2,432 shares 2,432$657K<0.01%+334Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,732 shares; 2025Q3: 3,599 shares; 2025Q4: 3,579 shares; 2026Q1: 3,589 shares; 2026Q2: 3,565 shares 3,565$656K<0.01%-24Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,505 shares; 2026Q1: 2,219 shares; 2026Q2: 2,559 shares 2,559$654K<0.01%+340Timeline
DDWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,031 shares; 2025Q3: 12,046 shares; 2025Q4: 13,658 shares; 2026Q1: 15,239 shares; 2026Q2: 13,897 shares 13,897$642K<0.01%-1,342Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,127 shares; 2024Q4: 4,090 shares; 2025Q1: 4,115 shares; 2025Q2: 4,142 shares; 2025Q3: 3,929 shares; 2025Q4: 3,929 shares; 2026Q1: 3,929 shares; 2026Q2: 7,108 shares 7,108$629K<0.01%+3,179Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 4,146 shares; 2025Q1: 4,001 shares; 2025Q2: 4,120 shares; 2025Q3: 3,821 shares; 2025Q4: 3,376 shares; 2026Q1: 3,220 shares; 2026Q2: 2,848 shares 2,848$628K<0.01%-372Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,945 shares; 2024Q4: 57,354 shares; 2025Q1: 52,344 shares; 2025Q2: 45,454 shares; 2025Q3: 53,446 shares; 2025Q4: 31,770 shares; 2026Q1: 44,877 shares; 2026Q2: 44,943 shares 44,943$625K<0.01%+66Timeline
IBTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,405 shares; 2024Q4: 16,801 shares; 2025Q1: 23,546 shares; 2025Q2: 24,206 shares; 2025Q3: 24,220 shares; 2025Q4: 25,967 shares; 2026Q1: 26,658 shares; 2026Q2: 27,226 shares 27,226$618K<0.01%+568Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532 shares; 2024Q4: 2,559 shares; 2025Q1: 2,518 shares; 2025Q2: 2,657 shares; 2025Q3: 2,682 shares; 2025Q4: 2,887 shares; 2026Q1: 2,920 shares; 2026Q2: 3,011 shares 3,011$617K<0.01%+91Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 5,256 shares; 2025Q1: 4,848 shares; 2025Q2: 5,267 shares; 2025Q3: 5,051 shares; 2025Q4: 5,200 shares; 2026Q1: 4,301 shares; 2026Q2: 3,934 shares 3,934$616K<0.01%-367Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,964 shares; 2025Q3: 14,852 shares; 2025Q4: 15,615 shares; 2026Q1: 15,661 shares; 2026Q2: 15,584 shares 15,584$608K<0.01%-77Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,085 shares; 2025Q2: 12,093 shares; 2025Q3: 12,489 shares; 2025Q4: 11,275 shares; 2026Q1: 11,264 shares; 2026Q2: 12,193 shares 12,193$604K<0.01%+929Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,945 shares; 2025Q1: 2,527 shares; 2025Q2: 5,229 shares; 2025Q3: 4,320 shares; 2025Q4: 3,971 shares; 2026Q1: 3,863 shares; 2026Q2: 3,986 shares 3,986$604K<0.01%+123Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,308 shares; 2025Q1: 8,573 shares; 2025Q2: 9,111 shares; 2025Q3: 9,022 shares; 2025Q4: 9,680 shares; 2026Q1: 6,350 shares; 2026Q2: 6,267 shares 6,267$603K<0.01%-83Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,634 shares; 2025Q1: 2,579 shares; 2025Q2: 5,193 shares; 2025Q3: 3,549 shares; 2025Q4: 3,950 shares; 2026Q1: 3,679 shares; 2026Q2: 4,440 shares 4,440$601K<0.01%+761Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,390 shares; 2025Q1: 4,336 shares; 2025Q2: 6,465 shares; 2025Q3: 6,461 shares; 2025Q4: 6,280 shares; 2026Q1: 6,414 shares; 2026Q2: 6,547 shares 6,547$600K<0.01%+133Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,248 shares; 2025Q1: 4,174 shares; 2025Q2: 4,206 shares; 2025Q3: 4,215 shares; 2025Q4: 4,370 shares; 2026Q1: 4,359 shares; 2026Q2: 4,499 shares 4,499$592K<0.01%+140Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,534 shares; 2025Q3: 7,925 shares; 2025Q4: 7,938 shares; 2026Q1: 6,223 shares; 2026Q2: 6,404 shares 6,404$588K<0.01%+181Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,282 shares 2,282$581K<0.01%newTimeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 6,377 shares; 2025Q1: 3,889 shares; 2025Q2: 3,652 shares; 2025Q3: 4,946 shares; 2025Q4: 5,288 shares; 2026Q1: 3,632 shares; 2026Q2: 3,523 shares 3,523$570K<0.01%-109Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 132,294 shares; 2025Q1: 24,536 shares; 2025Q2: 20,931 shares; 2025Q3: 10,026 shares; 2025Q4: 34,969 shares; 2026Q1: 14,658 shares; 2026Q2: 8,731 shares 8,731$568K<0.01%-5,927Timeline
DDMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 4,262 shares; 2025Q1: 4,262 shares; 2025Q2: 4,274 shares; 2025Q3: 4,297 shares; 2025Q4: 8,614 shares; 2026Q1: 8,640 shares; 2026Q2: 8,663 shares 8,663$568K<0.01%+23Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,842 shares; 2025Q3: 6,934 shares; 2025Q4: 6,819 shares; 2026Q1: 6,227 shares; 2026Q2: 5,554 shares 5,554$562K<0.01%-673Timeline
TRNTRINITY INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,845 shares; 2024Q4: 18,188 shares; 2025Q1: 17,764 shares; 2025Q2: 17,363 shares; 2025Q3: 17,315 shares; 2025Q4: 17,398 shares; 2026Q1: 17,268 shares; 2026Q2: 16,182 shares 16,182$560K<0.01%-1,086Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,402 shares; 2024Q4: 19,918 shares; 2025Q1: 12,609 shares; 2025Q2: 17,741 shares; 2025Q3: 19,139 shares; 2025Q4: 14,722 shares; 2026Q1: 17,576 shares; 2026Q2: 17,349 shares 17,349$540K<0.01%-227Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,988 shares; 2024Q4: 19,933 shares; 2025Q1: 14,446 shares; 2025Q2: 14,781 shares; 2025Q3: 20,139 shares; 2025Q4: 18,862 shares; 2026Q1: 16,260 shares; 2026Q2: 10,056 shares 10,056$529K<0.01%-6,204Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,016 shares; 2025Q1: 8,526 shares; 2025Q2: 8,055 shares; 2025Q3: 8,070 shares; 2025Q4: 8,018 shares; 2026Q1: 8,349 shares; 2026Q2: 8,508 shares 8,508$529K<0.01%+159Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,617 shares; 2025Q1: 1,571 shares; 2025Q2: 1,613 shares; 2025Q3: 1,724 shares; 2025Q4: 1,554 shares; 2026Q1: 1,512 shares; 2026Q2: 1,493 shares 1,493$529K<0.01%-19Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,130 shares 9,130$526K<0.01%newTimeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,299 shares; 2024Q4: 13,107 shares; 2025Q1: 14,228 shares; 2025Q2: 12,531 shares; 2025Q3: 11,201 shares; 2025Q4: 10,997 shares; 2026Q1: 11,124 shares; 2026Q2: 8,056 shares 8,056$520K<0.01%-3,068Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,897 shares; 2025Q3: 9,326 shares; 2025Q4: 8,205 shares; 2026Q1: 7,959 shares; 2026Q2: 7,926 shares 7,926$519K<0.01%-33Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 3,372 shares; 2025Q4: 3,090 shares; 2026Q1: 1,945 shares; 2026Q2: 4,487 shares 4,487$512K<0.01%+2,542Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,903 shares; 2024Q4: 36,807 shares; 2025Q1: 39,565 shares; 2025Q2: 34,802 shares; 2025Q3: 32,483 shares; 2025Q4: 30,913 shares; 2026Q1: 27,030 shares; 2026Q2: 20,850 shares 20,850$512K<0.01%-6,180Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,667 shares; 2025Q1: 3,368 shares; 2025Q2: 3,451 shares; 2025Q3: 3,527 shares; 2025Q4: 3,372 shares; 2026Q1: 3,192 shares; 2026Q2: 3,186 shares 3,186$509K<0.01%-6Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,826 shares; 2025Q4: 16,016 shares; 2026Q1: 16,170 shares; 2026Q2: 11,265 shares 11,265$506K<0.01%-4,905Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 424 shares; 2025Q4: 431 shares; 2026Q1: 437 shares; 2026Q2: 255 shares 255$505K<0.01%-182Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,460 shares; 2024Q4: 8,312 shares; 2025Q1: 8,312 shares; 2025Q2: 10,115 shares; 2025Q3: 10,374 shares; 2025Q4: 10,533 shares; 2026Q1: 8,316 shares; 2026Q2: 9,056 shares 9,056$500K<0.01%+740Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,449 shares; 2025Q3: 2,928 shares; 2025Q4: 2,728 shares; 2026Q1: 2,513 shares; 2026Q2: 6,352 shares 6,352$497K<0.01%+3,839Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 3,047 shares; 2025Q2: 2,941 shares; 2025Q3: 2,977 shares; 2025Q4: 3,061 shares; 2026Q1: 2,777 shares; 2026Q2: 2,814 shares 2,814$496K<0.01%+37Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,936 shares 11,936$493K<0.01%newTimeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,097 shares; 2025Q3: 5,949 shares; 2025Q4: 5,668 shares; 2026Q1: 5,322 shares; 2026Q2: 5,144 shares 5,144$491K<0.01%-178Timeline
EBCEASTERN BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,014 shares; 2026Q1: 22,014 shares; 2026Q2: 22,014 shares 22,014$490K<0.01%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 3,401 shares; 2025Q1: 3,372 shares; 2025Q2: 3,624 shares; 2025Q3: 3,635 shares; 2025Q4: 7,171 shares; 2026Q1: 6,860 shares; 2026Q2: 10,760 shares 10,760$488K<0.01%+3,900Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817 shares; 2024Q4: 1,183 shares; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 810 shares; 2025Q4: not reported; 2026Q1: 756 shares; 2026Q2: 739 shares 739$485K<0.01%-17Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 892 shares 892$483K<0.01%newTimeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,125 shares; 2024Q4: 65,710 shares; 2025Q1: 20,235 shares; 2025Q2: 8,605 shares; 2025Q3: 6,724 shares; 2025Q4: 25,209 shares; 2026Q1: 14,489 shares; 2026Q2: 5,882 shares 5,882$483K<0.01%-8,607Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,117 shares 8,117$479K<0.01%newTimeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares; 2026Q2: 241 shares 241$479K<0.01%+51Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,204 shares; 2024Q4: 24,113 shares; 2025Q1: 24,137 shares; 2025Q2: 23,593 shares; 2025Q3: 23,453 shares; 2025Q4: 22,988 shares; 2026Q1: 19,402 shares; 2026Q2: 19,494 shares 19,494$471K<0.01%+92Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,484 shares 1,484$470K<0.01%newTimeline
IBTOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,462 shares; 2024Q4: 15,687 shares; 2025Q1: 15,681 shares; 2025Q2: 16,188 shares; 2025Q3: 16,202 shares; 2025Q4: 22,358 shares; 2026Q1: 18,976 shares; 2026Q2: 19,425 shares 19,425$469K<0.01%+449Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,088 shares; 2024Q4: 3,683 shares; 2025Q1: 3,508 shares; 2025Q2: 3,508 shares; 2025Q3: 3,508 shares; 2025Q4: 3,656 shares; 2026Q1: 3,540 shares; 2026Q2: 3,514 shares 3,514$466K<0.01%-26Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,401 shares; 2025Q1: 1,983 shares; 2025Q2: 2,789 shares; 2025Q3: 3,147 shares; 2025Q4: 3,321 shares; 2026Q1: 3,608 shares; 2026Q2: 3,619 shares 3,619$457K<0.01%+11Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,878 shares; 2025Q2: 2,513 shares; 2025Q3: 2,835 shares; 2025Q4: 2,736 shares; 2026Q1: 2,784 shares; 2026Q2: 3,309 shares 3,309$453K<0.01%+525Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 708 shares 708$452K<0.01%newTimeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,177 shares; 2024Q4: 11,808 shares; 2025Q1: 8,854 shares; 2025Q2: 8,972 shares; 2025Q3: 8,953 shares; 2025Q4: 8,225 shares; 2026Q1: 9,126 shares; 2026Q2: 7,729 shares 7,729$451K<0.01%-1,397Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,600 shares; 2024Q4: 46,600 shares; 2025Q1: 42,388 shares; 2025Q2: 42,388 shares; 2025Q3: 42,388 shares; 2025Q4: 42,388 shares; 2026Q1: 42,688 shares; 2026Q2: 41,653 shares 41,653$449K<0.01%-1,035Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,570 shares; 2026Q2: 8,398 shares 8,398$449K<0.01%-2,172Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,186 shares; 2025Q3: 2,421 shares; 2025Q4: 2,074 shares; 2026Q1: 1,984 shares; 2026Q2: 2,040 shares 2,040$446K<0.01%+56Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 976 shares; 2025Q1: 876 shares; 2025Q2: 874 shares; 2025Q3: 872 shares; 2025Q4: 866 shares; 2026Q1: 883 shares; 2026Q2: 892 shares 892$442K<0.01%+9Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,237 shares; 2026Q2: 11,554 shares 11,554$440K<0.01%+4,317Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,356 shares; 2025Q3: 1,826 shares; 2025Q4: 1,589 shares; 2026Q1: 1,399 shares; 2026Q2: 1,401 shares 1,401$439K<0.01%+2Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 2,018 shares; 2025Q4: 1,903 shares; 2026Q1: 1,897 shares; 2026Q2: 1,925 shares 1,925$434K<0.01%+28Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,649 shares; 2025Q1: 2,146 shares; 2025Q2: 5,506 shares; 2025Q3: 5,223 shares; 2025Q4: 4,899 shares; 2026Q1: 3,214 shares; 2026Q2: 3,151 shares 3,151$433K<0.01%-63Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,329 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 3,361 shares; 2026Q2: 3,363 shares 3,363$429K<0.01%+2Timeline
SPGMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,085 shares; 2025Q3: 5,102 shares; 2025Q4: 5,102 shares; 2026Q1: 4,995 shares; 2026Q2: 4,995 shares 4,995$428K<0.01%0Timeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 3,812 shares; 2025Q4: 3,841 shares; 2026Q1: 4,068 shares; 2026Q2: 2,568 shares 2,568$425K<0.01%-1,500Timeline
AQSTAQUESTIVE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272,686 shares; 2025Q3: 95,753 shares; 2025Q4: 97,483 shares; 2026Q1: 97,483 shares; 2026Q2: 101,793 shares 101,793$423K<0.01%+4,310Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,332 shares; 2025Q2: 3,390 shares; 2025Q3: 3,490 shares; 2025Q4: 3,866 shares; 2026Q1: 3,389 shares; 2026Q2: 5,849 shares 5,849$423K<0.01%+2,460Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 3,031 shares; 2025Q1: 3,159 shares; 2025Q2: 2,263 shares; 2025Q3: 2,259 shares; 2025Q4: 2,399 shares; 2026Q1: 1,275 shares; 2026Q2: 1,280 shares 1,280$423K<0.01%+5Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,775 shares; 2025Q3: 10,132 shares; 2025Q4: 5,526 shares; 2026Q1: 6,069 shares; 2026Q2: 5,861 shares 5,861$422K<0.01%-208Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,623 shares 5,623$419K<0.01%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,419 shares; 2025Q3: 4,073 shares; 2025Q4: 4,618 shares; 2026Q1: 3,600 shares; 2026Q2: 5,795 shares 5,795$418K<0.01%+2,195Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,491 shares; 2025Q4: 1,423 shares; 2026Q1: 1,377 shares; 2026Q2: 1,542 shares 1,542$417K<0.01%+165Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares 183$416K<0.01%newTimeline
UMMALISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,205 shares; 2025Q2: 10,370 shares; 2025Q3: 10,644 shares; 2025Q4: 10,644 shares; 2026Q1: 10,589 shares; 2026Q2: 10,454 shares 10,454$413K<0.01%-135Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,642 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares; 2026Q1: 2,908 shares; 2026Q2: 2,908 shares 2,908$412K<0.01%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,483 shares; 2025Q1: 11,804 shares; 2025Q2: 15,569 shares; 2025Q3: 20,154 shares; 2025Q4: 16,205 shares; 2026Q1: 19,727 shares; 2026Q2: 16,987 shares 16,987$409K<0.01%-2,740Timeline
QUREUNIQURE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,767 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,863 shares 8,863$408K<0.01%newTimeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,915 shares 13,915$408K<0.01%newTimeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: 3,185 shares; 2025Q3: 3,185 shares; 2025Q4: 3,803 shares; 2026Q1: 3,803 shares; 2026Q2: 3,923 shares 3,923$408K<0.01%+120Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,285 shares; 2026Q2: 5,110 shares 5,110$406K<0.01%+2,825Timeline
BBBIBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares; 2026Q2: 7,812 shares 7,812$402K<0.01%-38Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,602 shares; 2024Q4: 12,286 shares; 2025Q1: 14,014 shares; 2025Q2: 13,497 shares; 2025Q3: 15,529 shares; 2025Q4: 14,879 shares; 2026Q1: 14,845 shares; 2026Q2: 15,431 shares 15,431$394K<0.01%+586Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,802 shares; 2025Q1: 7,862 shares; 2025Q2: 8,063 shares; 2025Q3: 8,456 shares; 2025Q4: 8,388 shares; 2026Q1: 8,385 shares; 2026Q2: 9,513 shares 9,513$391K<0.01%+1,128Timeline
HLALLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 5,059 shares; 2025Q4: 5,049 shares; 2026Q1: 5,188 shares; 2026Q2: 5,465 shares 5,465$390K<0.01%+277Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,752 shares 9,752$387K<0.01%newTimeline
VTECVANGUARD CALIF TAX FREE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,674 shares; 2025Q4: not reported; 2026Q1: 3,758 shares; 2026Q2: 3,804 shares 3,804$383K<0.01%+46Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,053 shares; 2025Q3: 4,115 shares; 2025Q4: 4,483 shares; 2026Q1: 4,236 shares; 2026Q2: 4,077 shares 4,077$380K<0.01%-159Timeline
CSMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,396 shares; 2024Q4: 8,993 shares; 2025Q1: 8,792 shares; 2025Q2: 4,396 shares; 2025Q3: 4,396 shares; 2025Q4: 4,396 shares; 2026Q1: 4,396 shares; 2026Q2: 4,396 shares 4,396$375K<0.01%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,101 shares; 2026Q2: 1,114 shares 1,114$373K<0.01%+13Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,101 shares; 2025Q1: 8,896 shares; 2025Q2: 7,156 shares; 2025Q3: 7,610 shares; 2025Q4: 24,430 shares; 2026Q1: 6,134 shares; 2026Q2: 6,171 shares 6,171$373K<0.01%+37Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,803 shares; 2026Q1: 1,795 shares; 2026Q2: 1,795 shares 1,795$370K<0.01%0Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,258 shares; 2026Q1: 2,312 shares; 2026Q2: 2,205 shares 2,205$370K<0.01%-107Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 601 shares; 2025Q4: 683 shares; 2026Q1: 671 shares; 2026Q2: 785 shares 785$364K<0.01%+114Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,471 shares; 2025Q4: 8,518 shares; 2026Q1: 7,939 shares; 2026Q2: 7,781 shares 7,781$363K<0.01%-158Timeline
VEGNETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,780 shares; 2026Q1: 4,780 shares; 2026Q2: 4,403 shares 4,403$362K<0.01%-377Timeline
IPAYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,565 shares; 2024Q4: 57,242 shares; 2025Q1: 55,837 shares; 2025Q2: 59,060 shares; 2025Q3: 58,421 shares; 2025Q4: 62,912 shares; 2026Q1: 66,977 shares; 2026Q2: 7,735 shares 7,735$357K<0.01%-59,242Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 2,307 shares; 2025Q4: 2,290 shares; 2026Q1: 1,984 shares; 2026Q2: 2,108 shares 2,108$356K<0.01%+124Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 991 shares; 2025Q4: 992 shares; 2026Q1: not reported; 2026Q2: 1,236 shares 1,236$353K<0.01%newTimeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,474 shares; 2024Q4: 2,150 shares; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,257 shares; 2025Q4: 1,300 shares; 2026Q1: 1,367 shares; 2026Q2: 1,378 shares 1,378$352K<0.01%+11Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: 2,998 shares; 2025Q1: 2,787 shares; 2025Q2: 2,757 shares; 2025Q3: 2,455 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares; 2026Q2: 2,148 shares 2,148$351K<0.01%-298Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,176 shares 1,176$350K<0.01%newTimeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,598 shares; 2025Q1: 8,526 shares; 2025Q2: 8,602 shares; 2025Q3: 8,663 shares; 2025Q4: 12,474 shares; 2026Q1: 9,616 shares; 2026Q2: 11,464 shares 11,464$350K<0.01%+1,848Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,747 shares; 2024Q4: 6,031 shares; 2025Q1: 6,042 shares; 2025Q2: 2,759 shares; 2025Q3: 2,893 shares; 2025Q4: 2,912 shares; 2026Q1: 2,789 shares; 2026Q2: 2,900 shares 2,900$348K<0.01%+111Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,665 shares; 2025Q1: 2,407 shares; 2025Q2: 3,314 shares; 2025Q3: 3,509 shares; 2025Q4: 3,173 shares; 2026Q1: 3,214 shares; 2026Q2: 3,240 shares 3,240$348K<0.01%+26Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 897 shares; 2025Q4: 914 shares; 2026Q1: 958 shares; 2026Q2: 939 shares 939$348K<0.01%-19Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,001 shares 2,001$347K<0.01%newTimeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,491 shares; 2025Q1: 4,542 shares; 2025Q2: 4,703 shares; 2025Q3: 4,973 shares; 2025Q4: 5,538 shares; 2026Q1: 4,767 shares; 2026Q2: 4,732 shares 4,732$347K<0.01%-35Timeline
IBMRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,048 shares; 2025Q4: 15,059 shares; 2026Q1: 13,713 shares; 2026Q2: 13,491 shares 13,491$343K<0.01%-222Timeline
IBMSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,712 shares; 2025Q4: 14,936 shares; 2026Q1: 13,523 shares; 2026Q2: 13,215 shares 13,215$342K<0.01%-308Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,850 shares; 2024Q4: 28,833 shares; 2025Q1: 28,833 shares; 2025Q2: 32,278 shares; 2025Q3: 28,833 shares; 2025Q4: 28,833 shares; 2026Q1: 28,833 shares; 2026Q2: 28,833 shares 28,833$338K<0.01%0Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,695 shares 6,695$337K<0.01%newTimeline
INFLLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,731 shares 6,731$336K<0.01%newTimeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,073 shares; 2024Q4: 16,174 shares; 2025Q1: 16,146 shares; 2025Q2: 8,285 shares; 2025Q3: 8,073 shares; 2025Q4: 8,073 shares; 2026Q1: 8,077 shares; 2026Q2: 7,116 shares 7,116$336K<0.01%-961Timeline
IYCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,331 shares; 2025Q3: 3,165 shares; 2025Q4: 3,165 shares; 2026Q1: 3,339 shares; 2026Q2: 3,288 shares 3,288$332K<0.01%-51Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,157 shares; 2026Q2: 4,250 shares 4,250$330K<0.01%+2,093Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,115 shares; 2025Q1: 2,443 shares; 2025Q2: 4,142 shares; 2025Q3: 4,292 shares; 2025Q4: 2,964 shares; 2026Q1: 2,969 shares; 2026Q2: 2,800 shares 2,800$329K<0.01%-169Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,041 shares; 2024Q4: 13,151 shares; 2025Q1: 13,161 shares; 2025Q2: 13,291 shares; 2025Q3: 43,688 shares; 2025Q4: 12,617 shares; 2026Q1: 12,813 shares; 2026Q2: 12,813 shares 12,813$319K<0.01%0Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,343 shares; 2024Q4: 7,107 shares; 2025Q1: 6,987 shares; 2025Q2: 7,016 shares; 2025Q3: 7,016 shares; 2025Q4: 6,490 shares; 2026Q1: 6,584 shares; 2026Q2: 6,776 shares 6,776$318K<0.01%+192Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,022 shares; 2024Q4: 9,087 shares; 2025Q1: 8,018 shares; 2025Q2: 7,216 shares; 2025Q3: 7,517 shares; 2025Q4: 7,610 shares; 2026Q1: 6,058 shares; 2026Q2: 5,432 shares 5,432$316K<0.01%-626Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 628 shares; 2025Q4: 653 shares; 2026Q1: 621 shares; 2026Q2: 631 shares 631$313K<0.01%+10Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,214 shares; 2025Q3: 2,240 shares; 2025Q4: 2,427 shares; 2026Q1: 2,238 shares; 2026Q2: 2,254 shares 2,254$305K<0.01%+16Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 3,142 shares; 2025Q1: 1,681 shares; 2025Q2: 2,701 shares; 2025Q3: 2,672 shares; 2025Q4: 1,859 shares; 2026Q1: 1,863 shares; 2026Q2: 1,856 shares 1,856$304K<0.01%-7Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,385 shares; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 5,816 shares; 2025Q4: 4,142 shares; 2026Q1: 3,983 shares; 2026Q2: 4,034 shares 4,034$302K<0.01%+51Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 583 shares; 2025Q4: 407 shares; 2026Q1: 316 shares; 2026Q2: 307 shares 307$300K<0.01%-9Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,551 shares; 2024Q4: 8,111 shares; 2025Q1: 7,536 shares; 2025Q2: 7,718 shares; 2025Q3: 7,718 shares; 2025Q4: 7,115 shares; 2026Q1: 7,135 shares; 2026Q2: 7,592 shares 7,592$300K<0.01%+457Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,814 shares; 2026Q2: 4,394 shares 4,394$299K<0.01%+580Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,264 shares; 2026Q1: 4,381 shares; 2026Q2: 4,965 shares 4,965$298K<0.01%+584Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,154 shares; 2025Q4: 12,722 shares; 2026Q1: 12,979 shares; 2026Q2: 9,436 shares 9,436$296K<0.01%-3,543Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 137,701 shares; 2025Q1: 15,387 shares; 2025Q2: 5,293 shares; 2025Q3: 6,108 shares; 2025Q4: 14,373 shares; 2026Q1: 5,914 shares; 2026Q2: 3,846 shares 3,846$295K<0.01%-2,068Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 1,789 shares; 2026Q2: 1,864 shares 1,864$295K<0.01%+75Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,987 shares; 2025Q3: 4,314 shares; 2025Q4: 4,362 shares; 2026Q1: 4,405 shares; 2026Q2: 4,416 shares 4,416$293K<0.01%+11Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC6,157$1.39Mshares
GMGENERAL MTRS CO11,418$851Kshares
DALDELTA AIR LINES INC7,627$507Kshares
EMEEMCOR GROUP INC572$422Kshares
PCGPG&E CORP23,732$417Kshares
ELFE L F BEAUTY INC5,255$319Kshares
FDNIFIRST TR EXCHANGE-TRADED FD11,293$307Kshares
WECWEC ENERGY GROUP INC2,233$259Kshares
KRKROGER CO3,544$256Kshares
AGFIRST MAJESTIC SILVER CORP11,680$251Kshares
VCLTVANGUARD SCOTTSDALE FDS3,212$240Kshares
AIQGLOBAL X FDS5,068$237Kshares
ZTSZOETIS INC1,902$225Kshares
ASTEASTEC INDS INC4,052$218Kshares
ISTBISHARES TR4,162$202Kshares
IEFISHARES TR2,113$202Kshares
ADTNADTRAN HOLDINGS INC14,518$183Kshares
NVGNUVEEN AMT FREE MUN CR INC F11,196$138Kshares
VKQINVESCO MUNICIPAL TRUST10,998$105Kshares
VKIINVESCO ADVANTAGE MUN INCOME10,715$92.8Kshares
SNBRQSLEEP NUMBER CORP14,041$25.2Kshares
FATEFATE THERAPEUTICS INC10,992$13.2Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-010131 base2026-08-14acceptance time not in the bulk data set