PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,200 shares; 2025Q3: 31,356 shares; 2025Q4: 32,176 shares; 2026Q1: 22,600 shares; 2026Q2: 22,985 shares 22,985 $541K 0.02% +385 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,637 shares; 2024Q4: 5,532 shares; 2025Q1: 5,307 shares; 2025Q2: 5,634 shares; 2025Q3: 5,888 shares; 2025Q4: 4,303 shares; 2026Q1: 4,287 shares; 2026Q2: 4,362 shares 4,362 $537K 0.02% +75 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,027 shares; 2024Q4: 4,256 shares; 2025Q1: 3,332 shares; 2025Q2: 3,521 shares; 2025Q3: 4,625 shares; 2025Q4: 4,018 shares; 2026Q1: 4,262 shares; 2026Q2: 4,229 shares 4,229 $535K 0.02% -33 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 434 shares; 2025Q1: 481 shares; 2025Q2: 489 shares; 2025Q3: 430 shares; 2025Q4: 1,276 shares; 2026Q1: 1,205 shares; 2026Q2: 1,207 shares 1,207 $528K 0.02% +2 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 8,940 shares; 2025Q1: 8,223 shares; 2025Q2: 7,827 shares; 2025Q3: 7,892 shares; 2025Q4: 4,689 shares; 2026Q1: 4,690 shares; 2026Q2: 4,691 shares 4,691 $528K 0.02% +1 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,912 shares; 2025Q1: 4,487 shares; 2025Q2: 6,054 shares; 2025Q3: 6,999 shares; 2025Q4: 7,115 shares; 2026Q1: 8,288 shares; 2026Q2: 11,123 shares 11,123 $527K 0.02% +2,835 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,101 shares; 2024Q4: 5,976 shares; 2025Q1: 5,534 shares; 2025Q2: 5,427 shares; 2025Q3: 5,493 shares; 2025Q4: 5,220 shares; 2026Q1: 4,749 shares; 2026Q2: 4,754 shares 4,754 $524K 0.02% +5 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,286 shares; 2024Q4: 4,203 shares; 2025Q1: 4,396 shares; 2025Q2: 4,580 shares; 2025Q3: 5,009 shares; 2025Q4: 3,082 shares; 2026Q1: 4,398 shares; 2026Q2: 4,147 shares 4,147 $524K 0.02% -251 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,286 shares; 2025Q4: 3,145 shares; 2026Q1: not reported; 2026Q2: 5,217 shares 5,217 $523K 0.02% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,912 shares; 2024Q4: 10,611 shares; 2025Q1: 10,524 shares; 2025Q2: 11,255 shares; 2025Q3: 10,689 shares; 2025Q4: 9,868 shares; 2026Q1: 9,946 shares; 2026Q2: 9,878 shares 9,878 $518K 0.02% -68 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,550 shares; 2025Q1: 15,030 shares; 2025Q2: 15,930 shares; 2025Q3: 15,930 shares; 2025Q4: 13,980 shares; 2026Q1: 14,280 shares; 2026Q2: 13,880 shares 13,880 $518K 0.02% -400 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,974 shares; 2025Q3: 10,967 shares; 2025Q4: 7,899 shares; 2026Q1: 9,004 shares; 2026Q2: 9,757 shares 9,757 $511K 0.02% +753 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,588 shares; 2026Q1: 23,434 shares; 2026Q2: 9,598 shares 9,598 $511K 0.02% -13,836 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,770 shares; 2024Q4: 1,984 shares; 2025Q1: 2,179 shares; 2025Q2: 2,460 shares; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 2,349 shares; 2026Q2: 2,509 shares 2,509 $510K 0.02% +160 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,257 shares; 2026Q1: 20,048 shares; 2026Q2: 20,257 shares 20,257 $510K 0.02% +209 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,418 shares; 2024Q4: 10,732 shares; 2025Q1: 10,993 shares; 2025Q2: 9,402 shares; 2025Q3: 8,493 shares; 2025Q4: 8,342 shares; 2026Q1: 12,592 shares; 2026Q2: 12,511 shares 12,511 $509K 0.02% -81 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 887 shares; 2024Q4: 1,739 shares; 2025Q1: 1,581 shares; 2025Q2: 1,587 shares; 2025Q3: 1,612 shares; 2025Q4: 1,449 shares; 2026Q1: 1,426 shares; 2026Q2: 1,430 shares 1,430 $507K 0.02% +4 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 371 shares; 2025Q1: 351 shares; 2025Q2: 352 shares; 2025Q3: 304 shares; 2025Q4: 464 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $500K 0.02% 0 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,400 shares; 2025Q3: 18,400 shares; 2025Q4: 17,850 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $498K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,981 shares; 2024Q4: 6,182 shares; 2025Q1: 6,275 shares; 2025Q2: 6,276 shares; 2025Q3: 6,974 shares; 2025Q4: 6,892 shares; 2026Q1: 7,030 shares; 2026Q2: 6,671 shares 6,671 $496K 0.02% -359 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,897 shares; 2024Q4: 61,177 shares; 2025Q1: 60,691 shares; 2025Q2: 59,540 shares; 2025Q3: 55,696 shares; 2025Q4: 52,143 shares; 2026Q1: 49,465 shares; 2026Q2: 41,274 shares 41,274 $491K 0.02% -8,191 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,808 shares; 2024Q4: 5,359 shares; 2025Q1: 5,439 shares; 2025Q2: 5,493 shares; 2025Q3: 5,500 shares; 2025Q4: 5,437 shares; 2026Q1: 5,450 shares; 2026Q2: 5,482 shares 5,482 $485K 0.02% +32 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 6,870 shares; 2026Q2: 6,782 shares 6,782 $485K 0.02% -88 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 565 shares; 2026Q1: not reported; 2026Q2: 5,880 shares 5,880 $484K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,489 shares; 2024Q4: 5,656 shares; 2025Q1: 3,063 shares; 2025Q2: 3,160 shares; 2025Q3: 2,894 shares; 2025Q4: 2,041 shares; 2026Q1: 3,052 shares; 2026Q2: 4,733 shares 4,733 $484K 0.02% +1,681 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,825 shares; 2026Q1: 9,125 shares; 2026Q2: 10,425 shares 10,425 $482K 0.02% +1,300 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 847 shares; 2024Q4: 767 shares; 2025Q1: 773 shares; 2025Q2: 803 shares; 2025Q3: 827 shares; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 722 shares 722 $482K 0.02% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,567 shares; 2024Q4: 5,729 shares; 2025Q1: 8,845 shares; 2025Q2: 5,827 shares; 2025Q3: 5,713 shares; 2025Q4: 3,292 shares; 2026Q1: 3,347 shares; 2026Q2: 3,354 shares 3,354 $480K 0.02% +7 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,383 shares; 2024Q4: 8,502 shares; 2025Q1: 8,405 shares; 2025Q2: 8,401 shares; 2025Q3: 8,569 shares; 2025Q4: 8,586 shares; 2026Q1: 8,454 shares; 2026Q2: 8,270 shares 8,270 $480K 0.02% -184 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,514 shares; 2024Q4: 93,753 shares; 2025Q1: 107,150 shares; 2025Q2: 107,543 shares; 2025Q3: 114,913 shares; 2025Q4: 117,827 shares; 2026Q1: 6,177 shares; 2026Q2: 6,485 shares 6,485 $479K 0.02% +308 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,604 shares; 2024Q4: 8,392 shares; 2025Q1: 8,106 shares; 2025Q2: 7,531 shares; 2025Q3: 7,526 shares; 2025Q4: 7,426 shares; 2026Q1: 7,272 shares; 2026Q2: 7,172 shares 7,172 $477K 0.02% -100 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,580 shares; 2024Q4: 3,842 shares; 2025Q1: 3,146 shares; 2025Q2: 2,794 shares; 2025Q3: 2,849 shares; 2025Q4: 2,668 shares; 2026Q1: 2,987 shares; 2026Q2: 3,040 shares 3,040 $476K 0.02% +53 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,599 shares; 2024Q4: 3,346 shares; 2025Q1: 3,406 shares; 2025Q2: 3,572 shares; 2025Q3: 3,755 shares; 2025Q4: 3,466 shares; 2026Q1: 3,436 shares; 2026Q2: 5,753 shares 5,753 $475K 0.02% +2,317 Timeline EMOP AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,308 shares; 2026Q2: 9,093 shares 9,093 $475K 0.02% -215 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,656 shares; 2024Q4: 2,158 shares; 2025Q1: 2,484 shares; 2025Q2: 2,474 shares; 2025Q3: 2,656 shares; 2025Q4: 2,517 shares; 2026Q1: 2,813 shares; 2026Q2: 2,905 shares 2,905 $473K 0.02% +92 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,492 shares; 2024Q4: 2,042 shares; 2025Q1: 2,033 shares; 2025Q2: 1,659 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,561 shares; 2026Q2: 1,564 shares 1,564 $468K 0.02% +3 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: 1,939 shares; 2025Q1: 2,918 shares; 2025Q2: 2,879 shares; 2025Q3: 2,204 shares; 2025Q4: 1,701 shares; 2026Q1: 1,416 shares; 2026Q2: 1,415 shares 1,415 $467K 0.02% -1 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,029 shares; 2025Q2: 1,032 shares; 2025Q3: 1,068 shares; 2025Q4: 1,191 shares; 2026Q1: 1,144 shares; 2026Q2: 1,017 shares 1,017 $467K 0.02% -127 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,527 shares; 2024Q4: 2,238 shares; 2025Q1: 2,013 shares; 2025Q2: 2,043 shares; 2025Q3: 2,210 shares; 2025Q4: 1,947 shares; 2026Q1: 1,906 shares; 2026Q2: 1,894 shares 1,894 $466K 0.02% -12 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,885 shares; 2025Q1: 5,565 shares; 2025Q2: 5,429 shares; 2025Q3: 6,436 shares; 2025Q4: 6,101 shares; 2026Q1: 8,843 shares; 2026Q2: 9,030 shares 9,030 $460K 0.02% +187 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares; 2026Q1: not reported; 2026Q2: 12,245 shares 12,245 $459K 0.02% new Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,141 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $457K 0.02% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,110 shares; 2026Q1: 4,160 shares; 2026Q2: 9,460 shares 9,460 $456K 0.02% +5,300 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,890 shares; 2025Q1: 5,795 shares; 2025Q2: 6,053 shares; 2025Q3: 5,923 shares; 2025Q4: 480 shares; 2026Q1: not reported; 2026Q2: 1,051 shares 1,051 $455K 0.02% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,875 shares; 2024Q4: 10,875 shares; 2025Q1: 10,875 shares; 2025Q2: 10,875 shares; 2025Q3: 11,115 shares; 2025Q4: 11,115 shares; 2026Q1: 11,115 shares; 2026Q2: 11,115 shares 11,115 $453K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,820 shares; 2024Q4: 3,761 shares; 2025Q1: 3,772 shares; 2025Q2: 3,773 shares; 2025Q3: 3,631 shares; 2025Q4: 3,823 shares; 2026Q1: 4,140 shares; 2026Q2: 4,100 shares 4,100 $450K 0.02% -40 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,593 shares; 2024Q4: 2,715 shares; 2025Q1: 2,665 shares; 2025Q2: 2,627 shares; 2025Q3: 2,541 shares; 2025Q4: 2,236 shares; 2026Q1: 2,225 shares; 2026Q2: 2,158 shares 2,158 $450K 0.02% -67 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,799 shares; 2024Q4: 6,881 shares; 2025Q1: 10,883 shares; 2025Q2: 10,595 shares; 2025Q3: 10,886 shares; 2025Q4: 8,064 shares; 2026Q1: 8,024 shares; 2026Q2: 7,750 shares 7,750 $448K 0.02% -274 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,743 shares; 2024Q4: 4,033 shares; 2025Q1: 4,035 shares; 2025Q2: 4,037 shares; 2025Q3: 4,039 shares; 2025Q4: 4,041 shares; 2026Q1: 4,114 shares; 2026Q2: 4,150 shares 4,150 $448K 0.02% +36 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,418 shares; 2025Q4: 7,498 shares; 2026Q1: 7,637 shares; 2026Q2: 8,744 shares 8,744 $443K 0.02% +1,107 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,702 shares; 2026Q2: 19,715 shares 19,715 $443K 0.02% +8,013 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 670 shares; 2026Q1: 901 shares; 2026Q2: 1,551 shares 1,551 $440K 0.02% +650 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 895 shares; 2025Q4: 870 shares; 2026Q1: 744 shares; 2026Q2: 702 shares 702 $438K 0.02% -42 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,248 shares; 2026Q1: 11,174 shares; 2026Q2: 4,926 shares 4,926 $436K 0.02% -6,248 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,019 shares; 2025Q1: 5,398 shares; 2025Q2: 5,480 shares; 2025Q3: 5,579 shares; 2025Q4: 8,030 shares; 2026Q1: 8,145 shares; 2026Q2: 8,620 shares 8,620 $435K 0.02% +475 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,520 shares; 2024Q4: 4,696 shares; 2025Q1: not reported; 2025Q2: 3,797 shares; 2025Q3: 3,811 shares; 2025Q4: not reported; 2026Q1: 3,814 shares; 2026Q2: 3,819 shares 3,819 $432K 0.02% +5 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,752 shares; 2024Q4: 6,994 shares; 2025Q1: 6,013 shares; 2025Q2: 6,121 shares; 2025Q3: 6,624 shares; 2025Q4: 6,851 shares; 2026Q1: 7,026 shares; 2026Q2: 7,931 shares 7,931 $430K 0.02% +905 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,626 shares; 2025Q1: 10,353 shares; 2025Q2: 10,012 shares; 2025Q3: 10,801 shares; 2025Q4: 10,052 shares; 2026Q1: 6,277 shares; 2026Q2: 6,461 shares 6,461 $428K 0.02% +184 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,464 shares; 2024Q4: 2,466 shares; 2025Q1: 2,274 shares; 2025Q2: 2,263 shares; 2025Q3: 2,278 shares; 2025Q4: 2,012 shares; 2026Q1: 2,012 shares; 2026Q2: 2,002 shares 2,002 $424K 0.02% -10 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,694 shares; 2024Q4: 8,827 shares; 2025Q1: 9,076 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,209 shares; 2026Q1: 4,920 shares; 2026Q2: 8,106 shares 8,106 $423K 0.02% +3,186 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,245 shares; 2025Q1: 1,242 shares; 2025Q2: 1,769 shares; 2025Q3: 1,558 shares; 2025Q4: 1,156 shares; 2026Q1: not reported; 2026Q2: 1,676 shares 1,676 $419K 0.02% new Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: not reported; 2026Q2: 5,111 shares 5,111 $417K 0.02% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,261 shares; 2024Q4: 13,137 shares; 2025Q1: 14,070 shares; 2025Q2: 14,496 shares; 2025Q3: 15,063 shares; 2025Q4: not reported; 2026Q1: 18,100 shares; 2026Q2: 18,413 shares 18,413 $412K 0.02% +313 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,535 shares; 2025Q2: 4,370 shares; 2025Q3: 4,842 shares; 2025Q4: not reported; 2026Q1: 4,172 shares; 2026Q2: 5,361 shares 5,361 $405K 0.02% +1,189 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,483 shares; 2024Q4: 5,116 shares; 2025Q1: 5,116 shares; 2025Q2: 5,121 shares; 2025Q3: 5,128 shares; 2025Q4: 4,827 shares; 2026Q1: 4,679 shares; 2026Q2: 4,400 shares 4,400 $403K 0.02% -279 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,090 shares 19,090 $402K 0.02% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,775 shares; 2024Q4: 11,172 shares; 2025Q1: 10,668 shares; 2025Q2: 6,152 shares; 2025Q3: 5,887 shares; 2025Q4: 9,094 shares; 2026Q1: 7,914 shares; 2026Q2: 7,916 shares 7,916 $401K 0.02% +2 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,876 shares; 2025Q4: 6,504 shares; 2026Q1: 8,874 shares; 2026Q2: 7,892 shares 7,892 $398K 0.02% -982 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,661 shares; 2024Q4: 4,812 shares; 2025Q1: 3,996 shares; 2025Q2: 3,495 shares; 2025Q3: 3,252 shares; 2025Q4: 1,682 shares; 2026Q1: 1,748 shares; 2026Q2: 2,939 shares 2,939 $397K 0.02% +1,191 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,212 shares; 2026Q1: 6,199 shares; 2026Q2: 6,217 shares 6,217 $392K 0.01% +18 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,772 shares; 2024Q4: 27,929 shares; 2025Q1: 19,605 shares; 2025Q2: 16,890 shares; 2025Q3: 17,405 shares; 2025Q4: 17,440 shares; 2026Q1: 20,695 shares; 2026Q2: 20,736 shares 20,736 $391K 0.01% +41 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,850 shares; 2025Q1: 13,350 shares; 2025Q2: not reported; 2025Q3: 10,350 shares; 2025Q4: 15,375 shares; 2026Q1: 17,875 shares; 2026Q2: 16,875 shares 16,875 $386K 0.01% -1,000 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,086 shares; 2024Q4: 9,051 shares; 2025Q1: 8,447 shares; 2025Q2: 8,364 shares; 2025Q3: 8,200 shares; 2025Q4: 8,203 shares; 2026Q1: 8,052 shares; 2026Q2: 9,325 shares 9,325 $380K 0.01% +1,273 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,627 shares; 2024Q4: 7,858 shares; 2025Q1: 7,638 shares; 2025Q2: 8,008 shares; 2025Q3: 8,008 shares; 2025Q4: 7,664 shares; 2026Q1: 7,674 shares; 2026Q2: 7,814 shares 7,814 $380K 0.01% +140 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,730 shares; 2025Q4: 21,328 shares; 2026Q1: 22,908 shares; 2026Q2: 24,957 shares 24,957 $379K 0.01% +2,049 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,679 shares; 2026Q1: 27,486 shares; 2026Q2: 28,015 shares 28,015 $377K 0.01% +529 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277 shares; 2024Q4: 2,269 shares; 2025Q1: 2,228 shares; 2025Q2: 2,234 shares; 2025Q3: 2,208 shares; 2025Q4: 1,598 shares; 2026Q1: 1,579 shares; 2026Q2: 1,576 shares 1,576 $375K 0.01% -3 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 639 shares; 2024Q4: 900 shares; 2025Q1: 1,253 shares; 2025Q2: 1,234 shares; 2025Q3: 1,326 shares; 2025Q4: 1,292 shares; 2026Q1: 710 shares; 2026Q2: 722 shares 722 $375K 0.01% +12 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,966 shares 7,966 $375K 0.01% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 1,939 shares; 2025Q1: 2,093 shares; 2025Q2: 1,935 shares; 2025Q3: 1,929 shares; 2025Q4: 1,834 shares; 2026Q1: 1,782 shares; 2026Q2: 2,067 shares 2,067 $374K 0.01% +285 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,534 shares; 2024Q4: 3,860 shares; 2025Q1: 3,910 shares; 2025Q2: 3,914 shares; 2025Q3: 3,943 shares; 2025Q4: 3,835 shares; 2026Q1: 3,843 shares; 2026Q2: 3,803 shares 3,803 $374K 0.01% -40 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 1,981 shares; 2025Q4: 1,892 shares; 2026Q1: 2,232 shares; 2026Q2: 2,143 shares 2,143 $372K 0.01% -89 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 2,048 shares; 2025Q1: 1,765 shares; 2025Q2: 4,317 shares; 2025Q3: 3,359 shares; 2025Q4: 2,455 shares; 2026Q1: 2,448 shares; 2026Q2: 2,448 shares 2,448 $370K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,042 shares; 2024Q4: 35,172 shares; 2025Q1: 36,808 shares; 2025Q2: 37,428 shares; 2025Q3: 41,867 shares; 2025Q4: 42,035 shares; 2026Q1: 42,225 shares; 2026Q2: 39,436 shares 39,436 $370K 0.01% -2,789 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,669 shares; 2024Q4: 25,294 shares; 2025Q1: 22,777 shares; 2025Q2: 21,702 shares; 2025Q3: 21,515 shares; 2025Q4: 21,253 shares; 2026Q1: 20,306 shares; 2026Q2: 7,238 shares 7,238 $369K 0.01% -13,068 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,335 shares; 2025Q4: 5,171 shares; 2026Q1: not reported; 2026Q2: 6,931 shares 6,931 $369K 0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,711 shares; 2024Q4: 2,675 shares; 2025Q1: 2,663 shares; 2025Q2: 2,609 shares; 2025Q3: 2,497 shares; 2025Q4: 2,183 shares; 2026Q1: 1,355 shares; 2026Q2: 1,357 shares 1,357 $369K 0.01% +2 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,695 shares; 2025Q4: 16,880 shares; 2026Q1: 17,536 shares; 2026Q2: 17,693 shares 17,693 $368K 0.01% +157 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,949 shares; 2024Q4: 2,957 shares; 2025Q1: 2,995 shares; 2025Q2: 2,881 shares; 2025Q3: 2,916 shares; 2025Q4: 2,355 shares; 2026Q1: 2,356 shares; 2026Q2: 2,356 shares 2,356 $367K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,648 shares; 2024Q4: 2,693 shares; 2025Q1: 2,736 shares; 2025Q2: 2,686 shares; 2025Q3: 2,967 shares; 2025Q4: 1,811 shares; 2026Q1: 1,743 shares; 2026Q2: 1,635 shares 1,635 $366K 0.01% -108 Timeline WATT ENERGOUS CORP More: the full row for ENERGOUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,253 shares; 2025Q4: 20,503 shares; 2026Q1: 23,237 shares; 2026Q2: 15,150 shares 15,150 $364K 0.01% -8,087 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 720 shares; 2026Q1: 844 shares; 2026Q2: 845 shares 845 $360K 0.01% +1 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 1,052 shares; 2025Q3: 1,091 shares; 2025Q4: 1,000 shares; 2026Q1: 1,050 shares; 2026Q2: 1,000 shares 1,000 $359K 0.01% -50 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808 shares; 2024Q4: 2,589 shares; 2025Q1: 2,948 shares; 2025Q2: 2,988 shares; 2025Q3: 2,938 shares; 2025Q4: 2,881 shares; 2026Q1: 2,891 shares; 2026Q2: 2,572 shares 2,572 $358K 0.01% -319 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,591 shares; 2024Q4: 2,606 shares; 2025Q1: 2,606 shares; 2025Q2: 2,606 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,838 shares; 2026Q2: 2,838 shares 2,838 $358K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,434 shares; 2025Q1: 4,468 shares; 2025Q2: 4,502 shares; 2025Q3: 4,535 shares; 2025Q4: 4,008 shares; 2026Q1: 4,295 shares; 2026Q2: 4,330 shares 4,330 $351K 0.01% +35 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,106 shares; 2024Q4: 30,476 shares; 2025Q1: 30,926 shares; 2025Q2: 31,726 shares; 2025Q3: 37,410 shares; 2025Q4: 34,870 shares; 2026Q1: 34,311 shares; 2026Q2: 39,362 shares 39,362 $351K 0.01% +5,051 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,058 shares; 2024Q4: 8,709 shares; 2025Q1: 7,602 shares; 2025Q2: 7,564 shares; 2025Q3: 7,563 shares; 2025Q4: 7,563 shares; 2026Q1: 7,144 shares; 2026Q2: 6,207 shares 6,207 $351K 0.01% -937 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,094 shares; 2024Q4: 3,339 shares; 2025Q1: 3,486 shares; 2025Q2: 3,681 shares; 2025Q3: 3,487 shares; 2025Q4: 1,480 shares; 2026Q1: 1,526 shares; 2026Q2: 1,527 shares 1,527 $350K 0.01% +1 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,340 shares; 2026Q2: 4,585 shares 4,585 $350K 0.01% +245 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,724 shares; 2025Q1: 5,771 shares; 2025Q2: 5,713 shares; 2025Q3: 6,752 shares; 2025Q4: 6,716 shares; 2026Q1: 8,135 shares; 2026Q2: 8,651 shares 8,651 $350K 0.01% +516 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,658 shares; 2025Q1: not reported; 2025Q2: 3,941 shares; 2025Q3: 3,458 shares; 2025Q4: 3,082 shares; 2026Q1: 4,691 shares; 2026Q2: 4,762 shares 4,762 $347K 0.01% +71 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,505 shares; 2024Q4: 12,716 shares; 2025Q1: 12,721 shares; 2025Q2: 12,680 shares; 2025Q3: 12,789 shares; 2025Q4: 12,999 shares; 2026Q1: 12,986 shares; 2026Q2: 13,096 shares 13,096 $347K 0.01% +110 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,727 shares; 2024Q4: 5,727 shares; 2025Q1: 5,727 shares; 2025Q2: 5,727 shares; 2025Q3: 5,727 shares; 2025Q4: 5,727 shares; 2026Q1: 5,727 shares; 2026Q2: 5,727 shares 5,727 $340K 0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,238 shares; 2025Q4: 3,226 shares; 2026Q1: 3,246 shares; 2026Q2: 3,246 shares 3,246 $340K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,625 shares; 2024Q4: 3,504 shares; 2025Q1: 2,922 shares; 2025Q2: 2,984 shares; 2025Q3: 2,824 shares; 2025Q4: 2,069 shares; 2026Q1: 2,561 shares; 2026Q2: 2,486 shares 2,486 $339K 0.01% -75 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,969 shares; 2024Q4: 4,979 shares; 2025Q1: 5,231 shares; 2025Q2: 5,252 shares; 2025Q3: 5,258 shares; 2025Q4: 5,269 shares; 2026Q1: 4,692 shares; 2026Q2: 3,863 shares 3,863 $339K 0.01% -829 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,235 shares; 2024Q4: 3,703 shares; 2025Q1: 3,501 shares; 2025Q2: 3,551 shares; 2025Q3: 3,551 shares; 2025Q4: 3,501 shares; 2026Q1: 3,501 shares; 2026Q2: 3,476 shares 3,476 $339K 0.01% -25 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,379 shares; 2024Q4: 15,147 shares; 2025Q1: 15,147 shares; 2025Q2: 15,147 shares; 2025Q3: 15,147 shares; 2025Q4: 15,147 shares; 2026Q1: 15,147 shares; 2026Q2: 15,147 shares 15,147 $334K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,958 shares; 2024Q4: 18,710 shares; 2025Q1: 16,893 shares; 2025Q2: 12,435 shares; 2025Q3: 10,963 shares; 2025Q4: 7,314 shares; 2026Q1: 7,050 shares; 2026Q2: 6,950 shares 6,950 $330K 0.01% -100 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,390 shares; 2024Q4: 21,890 shares; 2025Q1: 21,890 shares; 2025Q2: 21,890 shares; 2025Q3: 21,890 shares; 2025Q4: 34,455 shares; 2026Q1: 35,455 shares; 2026Q2: 32,255 shares 32,255 $330K 0.01% -3,200 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,083 shares; 2024Q4: 12,499 shares; 2025Q1: 14,135 shares; 2025Q2: 11,133 shares; 2025Q3: 9,687 shares; 2025Q4: 8,009 shares; 2026Q1: 7,555 shares; 2026Q2: 6,774 shares 6,774 $325K 0.01% -781 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,576 shares; 2025Q3: 3,755 shares; 2025Q4: 3,969 shares; 2026Q1: 3,970 shares; 2026Q2: 3,798 shares 3,798 $321K 0.01% -172 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,442 shares; 2026Q1: 3,193 shares; 2026Q2: 3,198 shares 3,198 $321K 0.01% +5 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,374 shares; 2026Q2: 11,024 shares 11,024 $320K 0.01% -350 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370 shares; 2024Q4: 1,655 shares; 2025Q1: 1,661 shares; 2025Q2: 1,473 shares; 2025Q3: 1,484 shares; 2025Q4: 34 shares; 2026Q1: 1,633 shares; 2026Q2: 1,703 shares 1,703 $319K 0.01% +70 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 1,065 shares; 2025Q1: 1,161 shares; 2025Q2: 1,465 shares; 2025Q3: 1,478 shares; 2025Q4: 740 shares; 2026Q1: 254 shares; 2026Q2: 160 shares 160 $318K 0.01% -94 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,205 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares; 2026Q1: 2,182 shares; 2026Q2: 2,182 shares 2,182 $316K 0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,818 shares; 2024Q4: 6,820 shares; 2025Q1: 6,822 shares; 2025Q2: 6,524 shares; 2025Q3: 6,525 shares; 2025Q4: 6,527 shares; 2026Q1: 6,529 shares; 2026Q2: 6,531 shares 6,531 $311K 0.01% +2 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 2,832 shares; 2025Q1: 2,259 shares; 2025Q2: 2,270 shares; 2025Q3: 2,248 shares; 2025Q4: 2,018 shares; 2026Q1: 2,003 shares; 2026Q2: 2,003 shares 2,003 $305K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,375 shares; 2024Q4: 3,396 shares; 2025Q1: 3,379 shares; 2025Q2: 3,386 shares; 2025Q3: 3,417 shares; 2025Q4: 2,089 shares; 2026Q1: 2,131 shares; 2026Q2: 1,392 shares 1,392 $304K 0.01% -739 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,162 shares; 2024Q4: 7,319 shares; 2025Q1: 7,319 shares; 2025Q2: 7,319 shares; 2025Q3: 7,319 shares; 2025Q4: 7,319 shares; 2026Q1: 6,119 shares; 2026Q2: 6,119 shares 6,119 $302K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,772 shares; 2025Q1: 5,905 shares; 2025Q2: 6,553 shares; 2025Q3: 7,107 shares; 2025Q4: 1,988 shares; 2026Q1: 1,939 shares; 2026Q2: 1,777 shares 1,777 $302K 0.01% -162 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,604 shares; 2024Q4: 24,378 shares; 2025Q1: 25,980 shares; 2025Q2: 26,323 shares; 2025Q3: 20,404 shares; 2025Q4: 18,609 shares; 2026Q1: 20,772 shares; 2026Q2: 21,517 shares 21,517 $301K 0.01% +745 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 2,002 shares; 2025Q3: 1,978 shares; 2025Q4: 1,889 shares; 2026Q1: 1,870 shares; 2026Q2: 2,038 shares 2,038 $298K 0.01% +168 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,970 shares; 2025Q1: 2,324 shares; 2025Q2: 2,293 shares; 2025Q3: 2,644 shares; 2025Q4: 2,739 shares; 2026Q1: 12,055 shares; 2026Q2: 12,792 shares 12,792 $297K 0.01% +737 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,481 shares; 2025Q3: not reported; 2025Q4: 1,370 shares; 2026Q1: not reported; 2026Q2: 1,853 shares 1,853 $296K 0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,161 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,991 shares; 2025Q4: 1,299 shares; 2026Q1: 1,274 shares; 2026Q2: 1,205 shares 1,205 $296K 0.01% -69 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,051 shares; 2025Q1: 8,978 shares; 2025Q2: 6,246 shares; 2025Q3: 6,253 shares; 2025Q4: not reported; 2026Q1: 6,320 shares; 2026Q2: 6,760 shares 6,760 $295K 0.01% +440 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,125 shares; 2024Q4: 5,734 shares; 2025Q1: 4,825 shares; 2025Q2: 4,634 shares; 2025Q3: 4,244 shares; 2025Q4: 4,308 shares; 2026Q1: 3,837 shares; 2026Q2: 3,830 shares 3,830 $293K 0.01% -7 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,245 shares; 2025Q3: 10,140 shares; 2025Q4: 10,140 shares; 2026Q1: 8,588 shares; 2026Q2: 8,588 shares 8,588 $292K 0.01% 0 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233 shares; 2026Q1: not reported; 2026Q2: 6,500 shares 6,500 $289K 0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,315 shares; 2024Q4: 1,305 shares; 2025Q1: 1,306 shares; 2025Q2: 1,150 shares; 2025Q3: 1,072 shares; 2025Q4: 1,030 shares; 2026Q1: 1,031 shares; 2026Q2: 1,031 shares 1,031 $289K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 3,337 shares; 2025Q1: 3,409 shares; 2025Q2: 3,494 shares; 2025Q3: 3,404 shares; 2025Q4: 3,315 shares; 2026Q1: 3,142 shares; 2026Q2: 1,863 shares 1,863 $288K 0.01% -1,279 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,885 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,490 shares; 2025Q3: 8,421 shares; 2025Q4: 595 shares; 2026Q1: 2,724 shares; 2026Q2: 2,724 shares 2,724 $287K 0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,311 shares; 2026Q1: 11,048 shares; 2026Q2: 14,849 shares 14,849 $287K 0.01% +3,801 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,202 shares; 2025Q3: 4,081 shares; 2025Q4: 2,279 shares; 2026Q1: 1,956 shares; 2026Q2: 1,962 shares 1,962 $287K 0.01% +6 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,175 shares; 2024Q4: 7,075 shares; 2025Q1: 6,482 shares; 2025Q2: 6,482 shares; 2025Q3: 6,482 shares; 2025Q4: 6,482 shares; 2026Q1: 6,282 shares; 2026Q2: 5,642 shares 5,642 $286K 0.01% -640 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,132 shares; 2025Q1: 1,128 shares; 2025Q2: 1,134 shares; 2025Q3: 1,151 shares; 2025Q4: 999 shares; 2026Q1: 980 shares; 2026Q2: 980 shares 980 $285K 0.01% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,636 shares; 2025Q4: 7,697 shares; 2026Q1: 8,244 shares; 2026Q2: 10,621 shares 10,621 $280K 0.01% +2,377 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,984 shares; 2025Q2: 19,198 shares; 2025Q3: 35,549 shares; 2025Q4: 41,750 shares; 2026Q1: 40,806 shares; 2026Q2: 42,624 shares 42,624 $280K 0.01% +1,818 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,857 shares; 2024Q4: not reported; 2025Q1: 9,318 shares; 2025Q2: 7,442 shares; 2025Q3: 7,397 shares; 2025Q4: 7,557 shares; 2026Q1: 6,684 shares; 2026Q2: 7,334 shares 7,334 $278K 0.01% +650 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: not reported; 2026Q2: 731 shares 731 $278K 0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,011 shares; 2025Q1: 2,024 shares; 2025Q2: 2,037 shares; 2025Q3: 2,024 shares; 2025Q4: 1,837 shares; 2026Q1: 1,837 shares; 2026Q2: 1,837 shares 1,837 $278K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,804 shares; 2024Q4: 9,662 shares; 2025Q1: 9,668 shares; 2025Q2: 9,674 shares; 2025Q3: 9,900 shares; 2025Q4: 9,326 shares; 2026Q1: 9,106 shares; 2026Q2: 9,106 shares 9,106 $275K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,681 shares; 2026Q1: not reported; 2026Q2: 1,682 shares 1,682 $275K 0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589 shares; 2024Q4: 693 shares; 2025Q1: 668 shares; 2025Q2: 553 shares; 2025Q3: 632 shares; 2025Q4: 533 shares; 2026Q1: 522 shares; 2026Q2: 522 shares 522 $273K 0.01% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,665 shares; 2026Q1: 5,730 shares; 2026Q2: 5,829 shares 5,829 $273K 0.01% +99 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,363 shares; 2026Q1: 13,813 shares; 2026Q2: 14,584 shares 14,584 $270K 0.01% +771 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,528 shares; 2024Q4: 4,536 shares; 2025Q1: 4,277 shares; 2025Q2: 4,234 shares; 2025Q3: 4,271 shares; 2025Q4: 3,790 shares; 2026Q1: 4,002 shares; 2026Q2: 3,219 shares 3,219 $269K 0.01% -783 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,916 shares; 2024Q4: 29,661 shares; 2025Q1: 25,981 shares; 2025Q2: 25,775 shares; 2025Q3: 17,040 shares; 2025Q4: 10,533 shares; 2026Q1: 10,534 shares; 2026Q2: 10,535 shares 10,535 $268K 0.01% +1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186 shares; 2024Q4: 1,072 shares; 2025Q1: 1,174 shares; 2025Q2: 1,181 shares; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,177 shares; 2026Q2: 1,192 shares 1,192 $267K 0.01% +15 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,908 shares; 2026Q1: 3,102 shares; 2026Q2: 3,005 shares 3,005 $266K 0.01% -97 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,371 shares; 2026Q1: 3,255 shares; 2026Q2: 3,058 shares 3,058 $266K 0.01% -197 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares; 2026Q1: not reported; 2026Q2: 9,189 shares 9,189 $265K 0.01% new Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,327 shares; 2024Q4: 16,432 shares; 2025Q1: 16,515 shares; 2025Q2: 13,376 shares; 2025Q3: 12,874 shares; 2025Q4: 11,421 shares; 2026Q1: 9,705 shares; 2026Q2: 9,526 shares 9,526 $265K 0.01% -179 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,976 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,551 shares; 2026Q1: not reported; 2026Q2: 5,528 shares 5,528 $262K 0.01% new Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,485 shares; 2024Q4: 8,787 shares; 2025Q1: 9,583 shares; 2025Q2: 10,090 shares; 2025Q3: 7,947 shares; 2025Q4: 8,003 shares; 2026Q1: 10,205 shares; 2026Q2: 10,365 shares 10,365 $262K 0.01% +160 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares; 2026Q1: not reported; 2026Q2: 2,148 shares 2,148 $261K 0.01% new Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,626 shares; 2026Q1: 6,866 shares; 2026Q2: 5,202 shares 5,202 $259K 0.01% -1,664 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,585 shares; 2026Q1: 6,000 shares; 2026Q2: 5,750 shares 5,750 $259K 0.01% -250 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,911 shares; 2025Q4: 8,819 shares; 2026Q1: not reported; 2026Q2: 11,599 shares 11,599 $259K 0.01% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,258 shares; 2026Q1: not reported; 2026Q2: 8,447 shares 8,447 $257K 0.01% new Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,659 shares; 2026Q1: 5,070 shares; 2026Q2: 4,448 shares 4,448 $256K 0.01% -622 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: 1,332 shares; 2025Q1: 1,239 shares; 2025Q2: 1,087 shares; 2025Q3: 1,064 shares; 2025Q4: 626 shares; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $254K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,958 shares; 2024Q4: 15,039 shares; 2025Q1: 14,415 shares; 2025Q2: 16,653 shares; 2025Q3: 16,710 shares; 2025Q4: 6,228 shares; 2026Q1: 6,251 shares; 2026Q2: 6,269 shares 6,269 $254K 0.01% +18 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,061 shares; 2024Q4: 5,445 shares; 2025Q1: 4,136 shares; 2025Q2: 3,909 shares; 2025Q3: 3,861 shares; 2025Q4: 2,963 shares; 2026Q1: 3,959 shares; 2026Q2: 3,806 shares 3,806 $253K 0.01% -153 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590 shares; 2024Q4: not reported; 2025Q1: 1,602 shares; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares; 2026Q2: 1,639 shares 1,639 $249K 0.01% +12 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,756 shares; 2024Q4: 2,722 shares; 2025Q1: 2,713 shares; 2025Q2: 2,710 shares; 2025Q3: 2,738 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares; 2026Q2: 1,013 shares 1,013 $246K 0.01% -6 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,357 shares; 2026Q1: 4,059 shares; 2026Q2: 4,116 shares 4,116 $246K 0.01% +57 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,750 shares; 2024Q4: 19,750 shares; 2025Q1: 21,750 shares; 2025Q2: 19,900 shares; 2025Q3: 19,900 shares; 2025Q4: 28,900 shares; 2026Q1: 47,720 shares; 2026Q2: 50,720 shares 50,720 $245K 0.01% +3,000 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,398 shares; 2024Q4: not reported; 2025Q1: 4,180 shares; 2025Q2: 4,372 shares; 2025Q3: 4,345 shares; 2025Q4: 808 shares; 2026Q1: 2,498 shares; 2026Q2: 2,628 shares 2,628 $245K 0.01% +130 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,881 shares; 2026Q1: 3,804 shares; 2026Q2: 3,802 shares 3,802 $245K 0.01% -2 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,767 shares; 2025Q2: not reported; 2025Q3: 5,527 shares; 2025Q4: 6,147 shares; 2026Q1: 6,077 shares; 2026Q2: 6,409 shares 6,409 $245K 0.01% +332 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,640 shares 5,640 $244K 0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 4,792 shares; 2026Q2: 5,443 shares 5,443 $244K 0.01% +651 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,188 shares; 2026Q1: 11,819 shares; 2026Q2: 11,317 shares 11,317 $242K 0.01% -502 Timeline CHPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,266 shares 2,266 $241K 0.01% new Timeline MBBA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,905 shares; 2026Q2: 4,838 shares 4,838 $241K 0.01% -67 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,782 shares; 2024Q4: 5,382 shares; 2025Q1: 4,382 shares; 2025Q2: 4,733 shares; 2025Q3: 3,638 shares; 2025Q4: 3,227 shares; 2026Q1: 3,227 shares; 2026Q2: 3,227 shares 3,227 $240K 0.01% 0 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,280 shares; 2024Q4: 16,100 shares; 2025Q1: 18,169 shares; 2025Q2: 18,762 shares; 2025Q3: 19,677 shares; 2025Q4: 19,925 shares; 2026Q1: 19,426 shares; 2026Q2: 19,282 shares 19,282 $239K 0.01% -144 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,644 shares; 2026Q1: 7,034 shares; 2026Q2: 7,224 shares 7,224 $238K 0.01% +190 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: 451 shares; 2025Q1: 452 shares; 2025Q2: 449 shares; 2025Q3: 447 shares; 2025Q4: 287 shares; 2026Q1: 466 shares; 2026Q2: 466 shares 466 $237K 0.01% 0 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215 shares; 2026Q1: not reported; 2026Q2: 4,510 shares 4,510 $235K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,219 shares; 2025Q1: 1,216 shares; 2025Q2: 1,104 shares; 2025Q3: 1,097 shares; 2025Q4: 896 shares; 2026Q1: 897 shares; 2026Q2: 869 shares 869 $235K 0.01% -28 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,277 shares; 2026Q1: not reported; 2026Q2: 3,220 shares 3,220 $234K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,956 shares; 2024Q4: not reported; 2025Q1: 1,964 shares; 2025Q2: 2,024 shares; 2025Q3: 2,031 shares; 2025Q4: 2,046 shares; 2026Q1: 2,245 shares; 2026Q2: 2,112 shares 2,112 $234K 0.01% -133 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,107 shares; 2025Q3: 5,182 shares; 2025Q4: 4,900 shares; 2026Q1: 5,100 shares; 2026Q2: 5,057 shares 5,057 $234K 0.01% -43 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156 shares; 2024Q4: 145 shares; 2025Q1: 134 shares; 2025Q2: 127 shares; 2025Q3: 110 shares; 2025Q4: 95 shares; 2026Q1: 90 shares; 2026Q2: 73 shares 73 $233K 0.01% -17 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,327 shares; 2025Q1: 7,672 shares; 2025Q2: 8,316 shares; 2025Q3: 9,155 shares; 2025Q4: 9,413 shares; 2026Q1: 9,711 shares; 2026Q2: 9,791 shares 9,791 $232K 0.01% +80 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 17,100 shares; 2025Q2: 16,800 shares; 2025Q3: 22,733 shares; 2025Q4: 26,240 shares; 2026Q1: 22,290 shares; 2026Q2: 23,907 shares 23,907 $232K 0.01% +1,617 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,787 shares; 2025Q4: 5,371 shares; 2026Q1: 3,689 shares; 2026Q2: 2,144 shares 2,144 $229K 0.01% -1,545 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,565 shares; 2026Q1: 6,490 shares; 2026Q2: 5,425 shares 5,425 $229K 0.01% -1,065 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,096 shares; 2025Q1: 999 shares; 2025Q2: 850 shares; 2025Q3: 819 shares; 2025Q4: 780 shares; 2026Q1: not reported; 2026Q2: 575 shares 575 $228K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: 379 shares; 2025Q2: 415 shares; 2025Q3: 458 shares; 2025Q4: 232 shares; 2026Q1: 233 shares; 2026Q2: 233 shares 233 $228K 0.01% 0 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,791 shares 5,791 $227K 0.01% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,016 shares; 2025Q1: 1,099 shares; 2025Q2: not reported; 2025Q3: 938 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $227K 0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,989 shares; 2024Q4: 2,959 shares; 2025Q1: 2,917 shares; 2025Q2: 2,917 shares; 2025Q3: 2,917 shares; 2025Q4: 2,854 shares; 2026Q1: 2,766 shares; 2026Q2: 2,766 shares 2,766 $227K 0.01% 0 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,620 shares; 2025Q1: 5,772 shares; 2025Q2: 7,820 shares; 2025Q3: 8,117 shares; 2025Q4: 8,267 shares; 2026Q1: not reported; 2026Q2: 1,890 shares 1,890 $226K 0.01% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,668 shares; 2024Q4: 9,204 shares; 2025Q1: 9,300 shares; 2025Q2: 9,185 shares; 2025Q3: 10,764 shares; 2025Q4: 9,495 shares; 2026Q1: 6,845 shares; 2026Q2: 6,426 shares 6,426 $226K 0.01% -419 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,821 shares; 2025Q4: 4,991 shares; 2026Q1: 4,984 shares; 2026Q2: 4,813 shares 4,813 $225K 0.01% -171 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,990 shares; 2026Q1: not reported; 2026Q2: 4,011 shares 4,011 $224K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,576 shares; 2026Q1: 2,645 shares; 2026Q2: 2,646 shares 2,646 $224K 0.01% +1 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: not reported; 2026Q2: 1,694 shares 1,694 $224K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,761 shares; 2026Q1: not reported; 2026Q2: 1,906 shares 1,906 $224K 0.01% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 744 shares; 2026Q1: 7,292 shares; 2026Q2: 7,454 shares 7,454 $223K 0.01% +162 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: 14,708 shares; 2025Q2: 12,256 shares; 2025Q3: 16,114 shares; 2025Q4: 16,590 shares; 2026Q1: 8,745 shares; 2026Q2: 6,887 shares 6,887 $223K 0.01% -1,858 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,459 shares; 2025Q2: 1,395 shares; 2025Q3: 1,928 shares; 2025Q4: 1,640 shares; 2026Q1: 1,012 shares; 2026Q2: 980 shares 980 $223K 0.01% -32 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $222K 0.01% 0 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,719 shares; 2024Q4: 4,053 shares; 2025Q1: 3,833 shares; 2025Q2: 3,847 shares; 2025Q3: 3,706 shares; 2025Q4: 3,481 shares; 2026Q1: 3,450 shares; 2026Q2: 3,374 shares 3,374 $221K 0.01% -76 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,367 shares; 2024Q4: 3,185 shares; 2025Q1: 2,974 shares; 2025Q2: 2,845 shares; 2025Q3: 2,727 shares; 2025Q4: 3,033 shares; 2026Q1: 3,249 shares; 2026Q2: 3,068 shares 3,068 $220K 0.01% -181 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,015 shares; 2025Q4: 4,015 shares; 2026Q1: not reported; 2026Q2: 3,715 shares 3,715 $219K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,235 shares; 2025Q2: 4,292 shares; 2025Q3: 4,161 shares; 2025Q4: 4,036 shares; 2026Q1: 4,198 shares; 2026Q2: 4,092 shares 4,092 $218K 0.01% -106 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: not reported; 2026Q2: 1,121 shares 1,121 $217K 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: 694 shares; 2025Q2: 687 shares; 2025Q3: 674 shares; 2025Q4: 302 shares; 2026Q1: 432 shares; 2026Q2: 303 shares 303 $216K 0.01% -129 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,289 shares; 2024Q4: 4,289 shares; 2025Q1: 4,167 shares; 2025Q2: 7,831 shares; 2025Q3: 8,419 shares; 2025Q4: 6,836 shares; 2026Q1: 6,836 shares; 2026Q2: 7,636 shares 7,636 $215K 0.01% +800 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618 shares; 2026Q1: not reported; 2026Q2: 2,189 shares 2,189 $215K 0.01% new Timeline FTXH FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,225 shares; 2026Q1: 6,425 shares; 2026Q2: 5,632 shares 5,632 $215K 0.01% -793 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,062 shares; 2024Q4: 10,870 shares; 2025Q1: 14,265 shares; 2025Q2: 17,782 shares; 2025Q3: 16,339 shares; 2025Q4: 1,385 shares; 2026Q1: 5,321 shares; 2026Q2: 2,358 shares 2,358 $214K 0.01% -2,963 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,326 shares; 2026Q2: 1,102 shares 1,102 $213K 0.01% -224 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,249 shares; 2024Q4: 6,349 shares; 2025Q1: 6,687 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,735 shares; 2026Q1: not reported; 2026Q2: 3,567 shares 3,567 $212K 0.01% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,868 shares; 2026Q1: 4,462 shares; 2026Q2: 3,969 shares 3,969 $212K 0.01% -493 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,659 shares; 2024Q4: 2,687 shares; 2025Q1: 2,696 shares; 2025Q2: 2,322 shares; 2025Q3: 2,358 shares; 2025Q4: 3,700 shares; 2026Q1: 2,144 shares; 2026Q2: 2,184 shares 2,184 $210K 0.01% +40 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,437 shares; 2026Q1: not reported; 2026Q2: 1,410 shares 1,410 $210K 0.01% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,121 shares; 2024Q4: 4,123 shares; 2025Q1: 4,116 shares; 2025Q2: 4,119 shares; 2025Q3: 4,102 shares; 2025Q4: 4,106 shares; 2026Q1: 4,105 shares; 2026Q2: 4,108 shares 4,108 $208K 0.01% +3 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,224 shares; 2024Q4: 17,518 shares; 2025Q1: 13,490 shares; 2025Q2: 12,643 shares; 2025Q3: 12,087 shares; 2025Q4: 12,086 shares; 2026Q1: not reported; 2026Q2: 12,991 shares 12,991 $208K 0.01% new Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,529 shares; 2025Q3: 4,580 shares; 2025Q4: 4,486 shares; 2026Q1: 4,147 shares; 2026Q2: 2,156 shares 2,156 $207K 0.01% -1,991 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 728 shares; 2025Q4: 718 shares; 2026Q1: not reported; 2026Q2: 700 shares 700 $207K 0.01% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,862 shares; 2025Q4: 3,878 shares; 2026Q1: 3,896 shares; 2026Q2: 3,916 shares 3,916 $206K 0.01% +20 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,418 shares; 2024Q4: 6,373 shares; 2025Q1: 6,160 shares; 2025Q2: 6,890 shares; 2025Q3: 7,669 shares; 2025Q4: 8,535 shares; 2026Q1: 5,716 shares; 2026Q2: 1,879 shares 1,879 $206K 0.01% -3,837 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,161 shares; 2024Q4: 19,811 shares; 2025Q1: 21,717 shares; 2025Q2: 21,547 shares; 2025Q3: 21,547 shares; 2025Q4: 21,556 shares; 2026Q1: 21,557 shares; 2026Q2: 20,883 shares 20,883 $205K 0.01% -674 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,973 shares; 2024Q4: 2,029 shares; 2025Q1: 2,051 shares; 2025Q2: 2,185 shares; 2025Q3: 2,229 shares; 2025Q4: 1,704 shares; 2026Q1: 1,449 shares; 2026Q2: 1,398 shares 1,398 $204K 0.01% -51 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,850 shares; 2025Q2: not reported; 2025Q3: 4,150 shares; 2025Q4: 6,300 shares; 2026Q1: 3,850 shares; 2026Q2: 3,850 shares 3,850 $204K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,987 shares; 2025Q1: 3,057 shares; 2025Q2: 2,996 shares; 2025Q3: 3,057 shares; 2025Q4: 2,784 shares; 2026Q1: 2,599 shares; 2026Q2: 2,198 shares 2,198 $203K 0.01% -401 Timeline PZT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares; 2026Q1: not reported; 2026Q2: 8,900 shares 8,900 $202K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,860 shares; 2024Q4: 14,847 shares; 2025Q1: 14,216 shares; 2025Q2: 13,682 shares; 2025Q3: 11,974 shares; 2025Q4: 6,911 shares; 2026Q1: 6,256 shares; 2026Q2: 6,299 shares 6,299 $201K 0.01% +43 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,148 shares; 2025Q1: 1,068 shares; 2025Q2: 1,070 shares; 2025Q3: 1,046 shares; 2025Q4: 636 shares; 2026Q1: not reported; 2026Q2: 633 shares 633 $201K 0.01% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,131 shares; 2025Q4: 13,454 shares; 2026Q1: 14,670 shares; 2026Q2: 15,026 shares 15,026 $190K 0.01% +356 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,300 shares; 2025Q3: 46,431 shares; 2025Q4: 37,438 shares; 2026Q1: 37,525 shares; 2026Q2: 40,075 shares 40,075 $190K 0.01% +2,550 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,523 shares; 2024Q4: 10,523 shares; 2025Q1: 10,523 shares; 2025Q2: 10,523 shares; 2025Q3: 10,523 shares; 2025Q4: 10,523 shares; 2026Q1: 10,523 shares; 2026Q2: 10,523 shares 10,523 $174K 0.01% 0 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,100 shares; 2026Q1: 13,100 shares; 2026Q2: 26,797 shares 26,797 $144K 0.01% +13,697 Timeline DEC DIVERSIFIED ENERGY CO More: the full row for DIVERSIFIED ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,462 shares; 2026Q2: 10,346 shares 10,346 $143K 0.01% -4,116 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,237 shares; 2026Q1: not reported; 2026Q2: 25,238 shares 25,238 $128K <0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,513 shares; 2024Q4: 22,618 shares; 2025Q1: 20,298 shares; 2025Q2: 19,280 shares; 2025Q3: 18,490 shares; 2025Q4: 14,300 shares; 2026Q1: 14,300 shares; 2026Q2: 13,600 shares 13,600 $128K <0.01% -700 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,190 shares; 2024Q4: 14,404 shares; 2025Q1: 14,465 shares; 2025Q2: 15,348 shares; 2025Q3: 14,498 shares; 2025Q4: 13,344 shares; 2026Q1: 13,344 shares; 2026Q2: 13,415 shares 13,415 $125K <0.01% +71 Timeline QMCO QUANTUM CORP More: the full row for QUANTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,710 shares; 2025Q4: 26,585 shares; 2026Q1: 17,185 shares; 2026Q2: 11,004 shares 11,004 $121K <0.01% -6,181 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,255 shares; 2024Q4: 15,833 shares; 2025Q1: 14,380 shares; 2025Q2: 14,578 shares; 2025Q3: 14,774 shares; 2025Q4: 14,977 shares; 2026Q1: 15,195 shares; 2026Q2: 14,631 shares 14,631 $121K <0.01% -564 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,230 shares; 2026Q1: 17,059 shares; 2026Q2: 12,833 shares 12,833 $117K <0.01% -4,226 Timeline AZIO AZIO AI HOLDINGS INC More: the full row for AZIO AI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,883 shares; 2026Q1: not reported; 2026Q2: 47,820 shares 47,820 $81.3K <0.01% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,400 shares 18,400 $67.5K <0.01% new Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,122 shares; 2024Q4: 27,295 shares; 2025Q1: 29,670 shares; 2025Q2: 32,210 shares; 2025Q3: 33,725 shares; 2025Q4: 39,405 shares; 2026Q1: 43,885 shares; 2026Q2: 48,736 shares 48,736 $62.4K <0.01% +4,851 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares 17,000 $5.56K <0.01% 0 Timeline