IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,236 shares; 2024Q4: 237,301 shares; 2025Q1: 262,634 shares; 2025Q2: 89,394 shares; 2025Q3: 74,258 shares; 2025Q4: 81,204 shares; 2026Q1: 228,629 shares; 2026Q2: 490,520 shares 490,520 $367M 3.78% +261,891 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429,126 shares; 2024Q4: 1,444,022 shares; 2025Q1: 1,616,055 shares; 2025Q2: 1,829,233 shares; 2025Q3: 1,887,453 shares; 2025Q4: 2,032,167 shares; 2026Q1: 2,276,795 shares; 2026Q2: 2,410,689 shares 2,410,689 $332M 3.41% +133,894 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,292 shares; 2024Q4: 493,316 shares; 2025Q1: 550,534 shares; 2025Q2: 653,970 shares; 2025Q3: 724,597 shares; 2025Q4: 1,001,643 shares; 2026Q1: 1,111,650 shares; 2026Q2: 1,225,561 shares 1,225,561 $278M 2.87% +113,911 Timeline SOXX 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: 1,200 shares; 2025Q3: 330,850 shares; 2025Q4: 406,107 shares; 2026Q1: 416,193 shares; 2026Q2: 364,192 shares 364,192 $233M 2.4% -52,001 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,074,594 shares; 2024Q4: 2,841,707 shares; 2025Q1: 3,034,964 shares; 2025Q2: 3,325,866 shares; 2025Q3: 3,272,114 shares; 2025Q4: 3,362,415 shares; 2026Q1: 3,776,645 shares; 2026Q2: 4,994,324 shares 4,994,324 $230M 2.37% +1,217,679 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910,887 shares; 2024Q4: 1,960,908 shares; 2025Q1: 2,197,268 shares; 2025Q2: 2,493,174 shares; 2025Q3: 2,967,800 shares; 2025Q4: 3,233,351 shares; 2026Q1: 2,693,034 shares; 2026Q2: 2,970,337 shares 2,970,337 $202M 2.08% +277,303 Timeline AESR HORIZON FDS More: the full row for HORIZON 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: 9,388,555 shares 9,388,555 $195M 2.01% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529,640 shares; 2024Q4: 589,546 shares; 2025Q1: 715,071 shares; 2025Q2: 748,925 shares; 2025Q3: 688,123 shares; 2025Q4: 770,937 shares; 2026Q1: 841,973 shares; 2026Q2: 900,603 shares 900,603 $180M 1.86% +58,630 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674,985 shares; 2024Q4: 762,151 shares; 2025Q1: 703,448 shares; 2025Q2: 724,802 shares; 2025Q3: 1,007,547 shares; 2025Q4: 1,174,286 shares; 2026Q1: 1,264,131 shares; 2026Q2: 1,602,607 shares 1,602,607 $172M 1.77% +338,476 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,617 shares; 2024Q4: 363,124 shares; 2025Q1: 371,159 shares; 2025Q2: 392,876 shares; 2025Q3: 400,683 shares; 2025Q4: 418,362 shares; 2026Q1: 441,530 shares; 2026Q2: 469,893 shares 469,893 $136M 1.4% +28,363 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,152,557 shares; 2026Q2: 3,464,938 shares 3,464,938 $127M 1.31% +312,381 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,117 shares; 2024Q4: 225,033 shares; 2025Q1: 366,930 shares; 2025Q2: 333,729 shares; 2025Q3: 257,073 shares; 2025Q4: 400,402 shares; 2026Q1: 440,369 shares; 2026Q2: 352,034 shares 352,034 $121M 1.24% -88,335 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 924,155 shares; 2025Q3: 1,927,784 shares; 2025Q4: 2,147,987 shares; 2026Q1: 2,427,719 shares; 2026Q2: 2,163,848 shares 2,163,848 $114M 1.17% -263,871 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,100 shares; 2024Q4: 183,230 shares; 2025Q1: 193,624 shares; 2025Q2: 210,950 shares; 2025Q3: 219,440 shares; 2025Q4: 246,019 shares; 2026Q1: 266,936 shares; 2026Q2: 315,544 shares 315,544 $113M 1.16% +48,608 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380,699 shares; 2025Q2: 381,103 shares; 2025Q3: 178,626 shares; 2025Q4: 537,572 shares; 2026Q1: 599,691 shares; 2026Q2: 731,008 shares 731,008 $106M 1.09% +131,317 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,457 shares; 2024Q4: 416,837 shares; 2025Q1: 704,555 shares; 2025Q2: 1,389,661 shares; 2025Q3: 1,534,313 shares; 2025Q4: 2,131,471 shares; 2026Q1: 1,642,001 shares; 2026Q2: 1,260,159 shares 1,260,159 $104M 1.07% -381,842 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,095 shares; 2024Q4: 170,860 shares; 2025Q1: 161,344 shares; 2025Q2: 171,900 shares; 2025Q3: 181,604 shares; 2025Q4: 205,375 shares; 2026Q1: 240,314 shares; 2026Q2: 269,741 shares 269,741 $101M 1.04% +29,427 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,953 shares; 2024Q4: 185,512 shares; 2025Q1: 188,796 shares; 2025Q2: 198,024 shares; 2025Q3: 219,439 shares; 2025Q4: 250,402 shares; 2026Q1: 266,048 shares; 2026Q2: 300,489 shares 300,489 $101M 1.04% +34,441 Timeline HBTA HORIZON FDS More: the full row for HORIZON 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: 2,516,378 shares 2,516,378 $82.3M 0.85% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,871 shares; 2024Q4: 214,102 shares; 2025Q1: 262,209 shares; 2025Q2: 291,477 shares; 2025Q3: 162,506 shares; 2025Q4: 152,699 shares; 2026Q1: 124,014 shares; 2026Q2: 109,293 shares 109,293 $81.6M 0.84% -14,721 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,556 shares; 2024Q4: 196,185 shares; 2025Q1: 114,245 shares; 2025Q2: 161,641 shares; 2025Q3: 117,192 shares; 2025Q4: 147,134 shares; 2026Q1: 119,311 shares; 2026Q2: 110,120 shares 110,120 $81.1M 0.84% -9,191 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,380 shares; 2024Q4: 71,945 shares; 2025Q1: 230,348 shares; 2025Q2: 264,872 shares; 2025Q3: 286,574 shares; 2025Q4: 317,190 shares; 2026Q1: 349,847 shares; 2026Q2: 378,795 shares 378,795 $79.2M 0.82% +28,948 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,055 shares; 2024Q4: 37,140 shares; 2025Q1: 43,194 shares; 2025Q2: 48,662 shares; 2025Q3: 51,918 shares; 2025Q4: 54,997 shares; 2026Q1: 59,340 shares; 2026Q2: 65,706 shares 65,706 $78.8M 0.81% +6,366 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676,196 shares; 2024Q4: 881,449 shares; 2025Q1: 532,070 shares; 2025Q2: 597,452 shares; 2025Q3: 100,549 shares; 2025Q4: 99,781 shares; 2026Q1: 235,080 shares; 2026Q2: 624,359 shares 624,359 $77.7M 0.8% +389,279 Timeline BIL 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: 893,198 shares; 2024Q4: 703,960 shares; 2025Q1: 825,833 shares; 2025Q2: 1,172,024 shares; 2025Q3: 1,742,516 shares; 2025Q4: 912,502 shares; 2026Q1: 1,083,618 shares; 2026Q2: 841,692 shares 841,692 $77.1M 0.79% -241,926 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,022 shares; 2025Q2: 1,404,215 shares; 2025Q3: 1,526,018 shares; 2025Q4: 1,653,979 shares; 2026Q1: 1,851,404 shares; 2026Q2: 1,781,807 shares 1,781,807 $76.8M 0.79% -69,597 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,729,797 shares 2,729,797 $76.6M 0.79% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,249 shares; 2024Q4: 26,322 shares; 2025Q1: 27,442 shares; 2025Q2: 29,926 shares; 2025Q3: 31,997 shares; 2025Q4: 35,290 shares; 2026Q1: 36,247 shares; 2026Q2: 38,247 shares 38,247 $76.1M 0.78% +2,000 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,594 shares; 2024Q4: 212,522 shares; 2025Q1: 237,115 shares; 2025Q2: 241,199 shares; 2025Q3: 258,029 shares; 2025Q4: 274,547 shares; 2026Q1: 299,617 shares; 2026Q2: 312,133 shares 312,133 $74.4M 0.77% +12,516 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,338 shares; 2024Q4: 128,304 shares; 2025Q1: 145,741 shares; 2025Q2: 159,070 shares; 2025Q3: 173,552 shares; 2025Q4: 192,556 shares; 2026Q1: 210,748 shares; 2026Q2: 226,670 shares 226,670 $74.2M 0.76% +15,922 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,465 shares; 2024Q4: 319,669 shares; 2025Q1: 384,290 shares; 2025Q2: 462,049 shares; 2025Q3: 506,705 shares; 2025Q4: 562,518 shares; 2026Q1: 617,615 shares; 2026Q2: 529,688 shares 529,688 $74.1M 0.76% -87,927 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,804 shares; 2024Q4: 8,315 shares; 2025Q1: 47,923 shares; 2025Q2: 51,033 shares; 2025Q3: 55,626 shares; 2025Q4: 61,538 shares; 2026Q1: 66,921 shares; 2026Q2: 72,064 shares 72,064 $72.9M 0.75% +5,143 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388,678 shares; 2024Q4: 1,554,907 shares; 2025Q1: 1,199,297 shares; 2025Q2: 2,018,261 shares; 2025Q3: 2,075,754 shares; 2025Q4: 1,805,445 shares; 2026Q1: 1,959,652 shares; 2026Q2: 925,724 shares 925,724 $70.9M 0.73% -1,033,928 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,908 shares; 2024Q4: 41,446 shares; 2025Q1: 196,787 shares; 2025Q2: 219,638 shares; 2025Q3: 699,126 shares; 2025Q4: 1,579,638 shares; 2026Q1: 1,516,278 shares; 2026Q2: 1,592,347 shares 1,592,347 $70.6M 0.73% +76,069 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,771,126 shares; 2026Q2: 2,112,012 shares 2,112,012 $67.1M 0.69% +340,886 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,500 shares; 2024Q4: 374,528 shares; 2025Q1: 340,810 shares; 2025Q2: 407,378 shares; 2025Q3: 376,305 shares; 2025Q4: 381,747 shares; 2026Q1: 1,634,267 shares; 2026Q2: 2,945,895 shares 2,945,895 $67.1M 0.69% +1,311,628 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,076,419 shares; 2024Q4: 4,570,536 shares; 2025Q1: 4,146,493 shares; 2025Q2: 3,657,365 shares; 2025Q3: 3,195,426 shares; 2025Q4: 2,791,765 shares; 2026Q1: 2,505,336 shares; 2026Q2: 2,369,018 shares 2,369,018 $65.7M 0.68% -136,318 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464,091 shares; 2024Q4: 415,611 shares; 2025Q1: 410,852 shares; 2025Q2: 462,863 shares; 2025Q3: 475,424 shares; 2025Q4: 356,543 shares; 2026Q1: 393,978 shares; 2026Q2: 587,723 shares 587,723 $64.9M 0.67% +193,745 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,322 shares; 2025Q2: 77,743 shares; 2025Q3: 58,940 shares; 2025Q4: 1,228 shares; 2026Q1: 1,157 shares; 2026Q2: 161,278 shares 161,278 $64M 0.66% +160,121 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,892 shares; 2024Q4: 54,558 shares; 2025Q1: 52,337 shares; 2025Q2: 70,448 shares; 2025Q3: 74,614 shares; 2025Q4: 80,851 shares; 2026Q1: 84,978 shares; 2026Q2: 90,423 shares 90,423 $62.1M 0.64% +5,445 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: 377,857 shares; 2025Q2: 407,737 shares; 2025Q3: 434,686 shares; 2025Q4: 502,354 shares; 2026Q1: 645,966 shares; 2026Q2: 619,285 shares 619,285 $62.1M 0.64% -26,681 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 214,682 shares; 2025Q2: 241,189 shares; 2025Q3: 246,846 shares; 2025Q4: 258,283 shares; 2026Q1: 256,498 shares; 2026Q2: 126,114 shares 126,114 $61.9M 0.64% -130,384 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,121 shares; 2024Q4: 272,812 shares; 2025Q1: 270,684 shares; 2025Q2: 236,863 shares; 2025Q3: 291,511 shares; 2025Q4: 259,450 shares; 2026Q1: 200,352 shares; 2026Q2: 166,480 shares 166,480 $61.3M 0.63% -33,872 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,724,634 shares; 2024Q4: 4,279,429 shares; 2025Q1: 3,902,361 shares; 2025Q2: 3,432,086 shares; 2025Q3: 2,971,920 shares; 2025Q4: 2,603,444 shares; 2026Q1: 2,350,832 shares; 2026Q2: 2,211,857 shares 2,211,857 $60.9M 0.63% -138,975 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,720 shares; 2024Q4: 99,439 shares; 2025Q1: 74,556 shares; 2025Q2: 95,030 shares; 2025Q3: 115,063 shares; 2025Q4: 111,967 shares; 2026Q1: 108,645 shares; 2026Q2: 658,936 shares 658,936 $56.8M 0.58% +550,291 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,745 shares; 2024Q4: 189,587 shares; 2025Q1: 217,464 shares; 2025Q2: 393,834 shares; 2025Q3: 540,715 shares; 2025Q4: 700,920 shares; 2026Q1: 967,316 shares; 2026Q2: 1,162,917 shares 1,162,917 $53M 0.55% +195,601 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,530 shares; 2024Q4: 370,039 shares; 2025Q1: 390,333 shares; 2025Q2: 449,204 shares; 2025Q3: 422,372 shares; 2025Q4: 449,470 shares; 2026Q1: 500,518 shares; 2026Q2: 559,163 shares 559,163 $52.9M 0.54% +58,645 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: 545,151 shares; 2024Q4: 598,862 shares; 2025Q1: 655,533 shares; 2025Q2: 864,900 shares; 2025Q3: 815,786 shares; 2025Q4: 818,322 shares; 2026Q1: 625,626 shares; 2026Q2: 691,008 shares 691,008 $52.2M 0.54% +65,382 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,985 shares; 2024Q4: 441,678 shares; 2025Q1: 466,758 shares; 2025Q2: 538,030 shares; 2025Q3: 567,249 shares; 2025Q4: 626,383 shares; 2026Q1: 700,801 shares; 2026Q2: 763,220 shares 763,220 $51.6M 0.53% +62,419 Timeline DCOR 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: 179,133 shares; 2025Q4: 519,915 shares; 2026Q1: 594,014 shares; 2026Q2: 624,972 shares 624,972 $51.2M 0.53% +30,958 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,875 shares; 2024Q4: 164,593 shares; 2025Q1: 190,880 shares; 2025Q2: 212,718 shares; 2025Q3: 226,605 shares; 2025Q4: 268,190 shares; 2026Q1: 335,257 shares; 2026Q2: 343,560 shares 343,560 $50.3M 0.52% +8,303 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: 45,355 shares; 2024Q4: 50,692 shares; 2025Q1: 354,097 shares; 2025Q2: 503,402 shares; 2025Q3: 565,829 shares; 2025Q4: 518,407 shares; 2026Q1: 451,692 shares; 2026Q2: 484,379 shares 484,379 $48.6M 0.5% +32,687 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,078 shares; 2024Q4: 106,131 shares; 2025Q1: 139,224 shares; 2025Q2: 331,830 shares; 2025Q3: 318,248 shares; 2025Q4: 521,381 shares; 2026Q1: 785,389 shares; 2026Q2: 934,014 shares 934,014 $48.4M 0.5% +148,625 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,094 shares; 2024Q4: 199,068 shares; 2025Q1: 208,238 shares; 2025Q2: 268,323 shares; 2025Q3: 535,146 shares; 2025Q4: 1,226,639 shares; 2026Q1: 1,399,847 shares; 2026Q2: 1,382,990 shares 1,382,990 $47.4M 0.49% -16,857 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,065 shares; 2024Q4: 402,810 shares; 2025Q1: 415,047 shares; 2025Q2: 432,815 shares; 2025Q3: 453,020 shares; 2025Q4: 471,974 shares; 2026Q1: 489,854 shares; 2026Q2: 529,917 shares 529,917 $47.3M 0.49% +40,063 Timeline ADFI TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,950,587 shares; 2024Q4: 5,113,958 shares; 2025Q1: 5,371,907 shares; 2025Q2: 5,185,426 shares; 2025Q3: 4,882,014 shares; 2025Q4: 4,754,884 shares; 2026Q1: 5,327,856 shares; 2026Q2: 5,416,425 shares 5,416,425 $46M 0.47% +88,569 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 16,840 shares; 2026Q1: 16,763 shares; 2026Q2: 819,308 shares 819,308 $45.9M 0.47% +802,545 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,250 shares; 2024Q4: 56,875 shares; 2025Q1: 61,633 shares; 2025Q2: 62,316 shares; 2025Q3: 63,423 shares; 2025Q4: 70,221 shares; 2026Q1: 74,594 shares; 2026Q2: 78,786 shares 78,786 $44.4M 0.46% +4,192 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,362 shares; 2024Q4: 86,544 shares; 2025Q1: 100,572 shares; 2025Q2: 131,132 shares; 2025Q3: 95,308 shares; 2025Q4: 104,884 shares; 2026Q1: 100,287 shares; 2026Q2: 118,816 shares 118,816 $44M 0.45% +18,529 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,059 shares; 2024Q4: 74,618 shares; 2025Q1: 100,786 shares; 2025Q2: 105,814 shares; 2025Q3: 115,803 shares; 2025Q4: 128,986 shares; 2026Q1: 197,399 shares; 2026Q2: 228,910 shares 228,910 $43.4M 0.45% +31,511 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660,369 shares; 2024Q4: 692,942 shares; 2025Q1: 751,386 shares; 2025Q2: 853,617 shares; 2025Q3: 827,748 shares; 2025Q4: 536,023 shares; 2026Q1: 597,656 shares; 2026Q2: 191,546 shares 191,546 $42M 0.43% -406,110 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,207 shares; 2024Q4: 62,163 shares; 2025Q1: 69,118 shares; 2025Q2: 74,453 shares; 2025Q3: 83,603 shares; 2025Q4: 97,129 shares; 2026Q1: 113,185 shares; 2026Q2: 116,335 shares 116,335 $39.7M 0.41% +3,150 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,428 shares; 2024Q4: 178,778 shares; 2025Q1: 31,682 shares; 2025Q2: 33,583 shares; 2025Q3: 170,156 shares; 2025Q4: 164,925 shares; 2026Q1: 199,595 shares; 2026Q2: 212,312 shares 212,312 $39.3M 0.4% +12,717 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,685 shares; 2024Q4: 112,079 shares; 2025Q1: 151,780 shares; 2025Q2: 391,299 shares; 2025Q3: 320,478 shares; 2025Q4: 556,630 shares; 2026Q1: 740,512 shares; 2026Q2: 828,575 shares 828,575 $39M 0.4% +88,063 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,038 shares; 2024Q4: 151,368 shares; 2025Q1: 177,190 shares; 2025Q2: 338,537 shares; 2025Q3: 431,365 shares; 2025Q4: 576,507 shares; 2026Q1: 637,231 shares; 2026Q2: 766,994 shares 766,994 $37.7M 0.39% +129,763 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,261 shares; 2024Q4: 298,004 shares; 2025Q1: 241,841 shares; 2025Q2: 277,590 shares; 2025Q3: 319,101 shares; 2025Q4: 355,234 shares; 2026Q1: 399,315 shares; 2026Q2: 423,202 shares 423,202 $34.3M 0.35% +23,887 Timeline GGOV 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: not reported; 2026Q2: 672,685 shares 672,685 $33.8M 0.35% new Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 152,080 shares 152,080 $33.6M 0.35% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,001 shares; 2024Q4: 146,632 shares; 2025Q1: 164,123 shares; 2025Q2: 203,309 shares; 2025Q3: 224,580 shares; 2025Q4: 257,096 shares; 2026Q1: 304,223 shares; 2026Q2: 347,316 shares 347,316 $33.2M 0.34% +43,093 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,994 shares; 2024Q4: 57,718 shares; 2025Q1: 60,020 shares; 2025Q2: 70,790 shares; 2025Q3: 75,862 shares; 2025Q4: 84,436 shares; 2026Q1: 88,539 shares; 2026Q2: 96,153 shares 96,153 $33M 0.34% +7,614 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,176 shares; 2024Q4: 258,610 shares; 2025Q1: 244,015 shares; 2025Q2: 313,541 shares; 2025Q3: 328,425 shares; 2025Q4: 394,399 shares; 2026Q1: 407,749 shares; 2026Q2: 456,035 shares 456,035 $32.8M 0.34% +48,286 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,861,805 shares; 2024Q4: 2,578,594 shares; 2025Q1: 2,347,417 shares; 2025Q2: 2,062,721 shares; 2025Q3: 1,807,958 shares; 2025Q4: 1,532,983 shares; 2026Q1: 1,372,548 shares; 2026Q2: 1,297,354 shares 1,297,354 $31.8M 0.33% -75,194 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,259 shares; 2024Q4: 361,864 shares; 2025Q1: 385,096 shares; 2025Q2: 391,952 shares; 2025Q3: 342,201 shares; 2025Q4: 370,262 shares; 2026Q1: 448,021 shares; 2026Q2: 502,082 shares 502,082 $29.6M 0.3% +54,061 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 291,445 shares 291,445 $29.6M 0.3% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,181 shares; 2024Q4: 299,874 shares; 2025Q1: 196,547 shares; 2025Q2: 181,884 shares; 2025Q3: 185,730 shares; 2025Q4: 183,799 shares; 2026Q1: 197,174 shares; 2026Q2: 213,249 shares 213,249 $29.2M 0.3% +16,075 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,309 shares; 2024Q4: 279,300 shares; 2025Q1: 285,712 shares; 2025Q2: 352,924 shares; 2025Q3: 514,499 shares; 2025Q4: 571,950 shares; 2026Q1: 732,383 shares; 2026Q2: 888,523 shares 888,523 $28.8M 0.3% +156,140 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,023 shares; 2024Q4: 356,996 shares; 2025Q1: 426,954 shares; 2025Q2: 502,887 shares; 2025Q3: 507,680 shares; 2025Q4: 531,618 shares; 2026Q1: 559,991 shares; 2026Q2: 576,705 shares 576,705 $28.8M 0.3% +16,714 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: 143,017 shares; 2024Q4: 162,799 shares; 2025Q1: 198,907 shares; 2025Q2: 248,467 shares; 2025Q3: 271,302 shares; 2025Q4: 312,244 shares; 2026Q1: 348,469 shares; 2026Q2: 386,930 shares 386,930 $28.8M 0.3% +38,461 Timeline FLRT 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: 816,343 shares; 2024Q4: 873,558 shares; 2025Q1: 950,130 shares; 2025Q2: 801,399 shares; 2025Q3: 715,619 shares; 2025Q4: 596,413 shares; 2026Q1: 591,845 shares; 2026Q2: 616,236 shares 616,236 $28.7M 0.3% +24,391 Timeline VCIT 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: 203,278 shares; 2024Q4: 216,328 shares; 2025Q1: 224,774 shares; 2025Q2: 247,837 shares; 2025Q3: 253,469 shares; 2025Q4: 275,673 shares; 2026Q1: 319,243 shares; 2026Q2: 346,086 shares 346,086 $28.6M 0.29% +26,843 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,352 shares; 2024Q4: 155,440 shares; 2025Q1: 166,944 shares; 2025Q2: 182,286 shares; 2025Q3: 197,512 shares; 2025Q4: 225,415 shares; 2026Q1: 255,916 shares; 2026Q2: 290,612 shares 290,612 $27.9M 0.29% +34,696 Timeline DMX DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,472 shares; 2025Q2: 134,630 shares; 2025Q3: 163,628 shares; 2025Q4: 249,936 shares; 2026Q1: 426,790 shares; 2026Q2: 553,897 shares 553,897 $27.8M 0.29% +127,107 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,970 shares; 2024Q4: 103,098 shares; 2025Q1: 107,029 shares; 2025Q2: 109,762 shares; 2025Q3: 110,190 shares; 2025Q4: 265,745 shares; 2026Q1: 305,448 shares; 2026Q2: 318,171 shares 318,171 $27.7M 0.28% +12,723 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,891 shares; 2024Q4: 130,554 shares; 2025Q1: 139,570 shares; 2025Q2: 135,799 shares; 2025Q3: 132,626 shares; 2025Q4: 126,356 shares; 2026Q1: 156,067 shares; 2026Q2: 158,779 shares 158,779 $27.6M 0.28% +2,712 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,307 shares; 2024Q4: 235,772 shares; 2025Q1: 261,801 shares; 2025Q2: 288,432 shares; 2025Q3: 300,333 shares; 2025Q4: 321,733 shares; 2026Q1: 353,886 shares; 2026Q2: 389,262 shares 389,262 $27.1M 0.28% +35,376 Timeline DFIC 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: 52,575 shares; 2024Q4: 60,080 shares; 2025Q1: 63,745 shares; 2025Q2: 64,620 shares; 2025Q3: 217,189 shares; 2025Q4: 613,176 shares; 2026Q1: 686,966 shares; 2026Q2: 724,427 shares 724,427 $27M 0.28% +37,461 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,301 shares; 2024Q4: 38,116 shares; 2025Q1: 44,001 shares; 2025Q2: 55,990 shares; 2025Q3: 61,152 shares; 2025Q4: 68,706 shares; 2026Q1: 77,707 shares; 2026Q2: 94,933 shares 94,933 $26.7M 0.27% +17,226 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,411 shares; 2024Q4: 68,652 shares; 2025Q1: 70,210 shares; 2025Q2: 72,856 shares; 2025Q3: 79,339 shares; 2025Q4: 91,692 shares; 2026Q1: 100,380 shares; 2026Q2: 111,458 shares 111,458 $26.6M 0.27% +11,078 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,614 shares; 2024Q4: 22,404 shares; 2025Q1: 35,067 shares; 2025Q2: 59,412 shares; 2025Q3: 47,768 shares; 2025Q4: 120,601 shares; 2026Q1: 128,599 shares; 2026Q2: 145,674 shares 145,674 $26.4M 0.27% +17,075 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,749 shares; 2024Q4: 112,696 shares; 2025Q1: 116,160 shares; 2025Q2: 122,887 shares; 2025Q3: 126,257 shares; 2025Q4: 129,734 shares; 2026Q1: 144,063 shares; 2026Q2: 154,711 shares 154,711 $26.3M 0.27% +10,648 Timeline DCMT DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534,498 shares; 2024Q4: 614,742 shares; 2025Q1: 667,795 shares; 2025Q2: 598,856 shares; 2025Q3: 618,117 shares; 2025Q4: 721,951 shares; 2026Q1: 798,491 shares; 2026Q2: 844,863 shares 844,863 $26.1M 0.27% +46,372 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,422 shares; 2024Q4: 30,593 shares; 2025Q1: 32,484 shares; 2025Q2: 33,940 shares; 2025Q3: 36,793 shares; 2025Q4: 40,592 shares; 2026Q1: 44,676 shares; 2026Q2: 50,574 shares 50,574 $26M 0.27% +5,898 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,791 shares; 2024Q4: 297,600 shares; 2025Q1: 311,353 shares; 2025Q2: 377,630 shares; 2025Q3: 467,999 shares; 2025Q4: 544,159 shares; 2026Q1: 694,028 shares; 2026Q2: 757,409 shares 757,409 $25.2M 0.26% +63,381 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,907 shares; 2024Q4: 37,289 shares; 2025Q1: 37,757 shares; 2025Q2: 42,808 shares; 2025Q3: 49,561 shares; 2025Q4: 56,357 shares; 2026Q1: 60,576 shares; 2026Q2: 64,913 shares 64,913 $24.5M 0.25% +4,337 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: 94,550 shares; 2024Q4: 101,199 shares; 2025Q1: 133,637 shares; 2025Q2: 139,685 shares; 2025Q3: 144,298 shares; 2025Q4: 148,658 shares; 2026Q1: 163,235 shares; 2026Q2: 174,905 shares 174,905 $24.4M 0.25% +11,670 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: 70,986 shares; 2025Q1: 67,836 shares; 2025Q2: 72,467 shares; 2025Q3: 43,264 shares; 2025Q4: 55,370 shares; 2026Q1: 56,612 shares; 2026Q2: 55,439 shares 55,439 $24M 0.25% -1,173 Timeline DFVE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,432 shares; 2024Q4: 115,929 shares; 2025Q1: 184,188 shares; 2025Q2: 229,062 shares; 2025Q3: 327,014 shares; 2025Q4: 447,005 shares; 2026Q1: 563,622 shares; 2026Q2: 667,707 shares 667,707 $24M 0.25% +104,085 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,264,002 shares; 2026Q1: 1,361,607 shares; 2026Q2: 1,501,100 shares 1,501,100 $22.6M 0.23% +139,493 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 692,163 shares 692,163 $22.2M 0.23% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,262 shares; 2024Q4: 173,435 shares; 2025Q1: 179,778 shares; 2025Q2: 187,205 shares; 2025Q3: 220,439 shares; 2025Q4: 218,004 shares; 2026Q1: 217,908 shares; 2026Q2: 229,497 shares 229,497 $22.1M 0.23% +11,589 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,694 shares; 2024Q4: 36,101 shares; 2025Q1: 38,692 shares; 2025Q2: 44,302 shares; 2025Q3: 43,997 shares; 2025Q4: 43,547 shares; 2026Q1: 47,661 shares; 2026Q2: 52,355 shares 52,355 $22M 0.23% +4,694 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,220 shares; 2024Q4: 49,666 shares; 2025Q1: 63,880 shares; 2025Q2: 86,341 shares; 2025Q3: 95,083 shares; 2025Q4: 116,996 shares; 2026Q1: 148,197 shares; 2026Q2: 185,437 shares 185,437 $21.8M 0.22% +37,240 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,172 shares; 2024Q4: 10,358 shares; 2025Q1: 11,801 shares; 2025Q2: 16,422 shares; 2025Q3: 18,499 shares; 2025Q4: 20,466 shares; 2026Q1: 21,960 shares; 2026Q2: 179,282 shares 179,282 $21.4M 0.22% +157,322 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: 68,994 shares; 2024Q4: 87,621 shares; 2025Q1: 106,315 shares; 2025Q2: 138,945 shares; 2025Q3: 155,777 shares; 2025Q4: 182,882 shares; 2026Q1: 214,443 shares; 2026Q2: 261,886 shares 261,886 $21.3M 0.22% +47,443 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,072 shares; 2024Q4: 222,366 shares; 2025Q1: 242,204 shares; 2025Q2: 288,029 shares; 2025Q3: 320,820 shares; 2025Q4: 383,281 shares; 2026Q1: 436,658 shares; 2026Q2: 501,042 shares 501,042 $21.2M 0.22% +64,384 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519,458 shares; 2024Q4: 593,293 shares; 2025Q1: 639,646 shares; 2025Q2: 739,581 shares; 2025Q3: 760,868 shares; 2025Q4: 809,772 shares; 2026Q1: 405,976 shares; 2026Q2: 400,118 shares 400,118 $20.9M 0.22% -5,858 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,937 shares; 2024Q4: 366,409 shares; 2025Q1: 363,946 shares; 2025Q2: 409,139 shares; 2025Q3: 435,539 shares; 2025Q4: 482,907 shares; 2026Q1: 568,439 shares; 2026Q2: 606,001 shares 606,001 $20.5M 0.21% +37,562 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282,198 shares; 2026Q2: 286,584 shares 286,584 $20.3M 0.21% +4,386 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,797 shares; 2026Q1: not reported; 2026Q2: 174,752 shares 174,752 $20.2M 0.21% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 207,331 shares; 2026Q1: 225,619 shares; 2026Q2: 239,946 shares 239,946 $20M 0.21% +14,327 Timeline SFTY HORIZON FDS More: the full row for HORIZON 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: 644,442 shares 644,442 $19.8M 0.2% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447,748 shares; 2025Q4: 455,614 shares; 2026Q1: 468,257 shares; 2026Q2: 491,913 shares 491,913 $19.7M 0.2% +23,656 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,235 shares; 2024Q4: 72,432 shares; 2025Q1: 87,193 shares; 2025Q2: 113,741 shares; 2025Q3: 151,684 shares; 2025Q4: 179,907 shares; 2026Q1: 176,150 shares; 2026Q2: 202,154 shares 202,154 $19.7M 0.2% +26,004 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,767 shares; 2025Q4: 16,413 shares; 2026Q1: 122,934 shares; 2026Q2: 145,468 shares 145,468 $19.4M 0.2% +22,534 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,671 shares; 2024Q4: 3,139 shares; 2025Q1: 5,035 shares; 2025Q2: 5,361 shares; 2025Q3: 20,722 shares; 2025Q4: 19,957 shares; 2026Q1: 152,217 shares; 2026Q2: 154,836 shares 154,836 $19.3M 0.2% +2,619 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,145 shares; 2024Q4: 5,588 shares; 2025Q1: 61,483 shares; 2025Q2: 73,268 shares; 2025Q3: 81,505 shares; 2025Q4: 97,186 shares; 2026Q1: 111,912 shares; 2026Q2: 134,066 shares 134,066 $19.2M 0.2% +22,154 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592,396 shares; 2024Q4: 798,986 shares; 2025Q1: 917,606 shares; 2025Q2: 941,302 shares; 2025Q3: 921,479 shares; 2025Q4: 230,535 shares; 2026Q1: 496,290 shares; 2026Q2: 522,021 shares 522,021 $19.1M 0.2% +25,731 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,586 shares; 2024Q4: 505,855 shares; 2025Q1: 535,674 shares; 2025Q2: 696,240 shares; 2025Q3: 866,655 shares; 2025Q4: 847,369 shares; 2026Q1: 460,320 shares; 2026Q2: 347,018 shares 347,018 $18.6M 0.19% -113,302 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 1,768 shares; 2025Q1: 2,698 shares; 2025Q2: 5,496 shares; 2025Q3: 6,303 shares; 2025Q4: 8,410 shares; 2026Q1: 6,918 shares; 2026Q2: 115,580 shares 115,580 $18.3M 0.19% +108,662 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,721 shares; 2024Q4: 36,473 shares; 2025Q1: 70,775 shares; 2025Q2: 78,663 shares; 2025Q3: 88,704 shares; 2025Q4: 96,236 shares; 2026Q1: 111,987 shares; 2026Q2: 116,388 shares 116,388 $18.2M 0.19% +4,401 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,645 shares; 2024Q4: 38,369 shares; 2025Q1: 38,277 shares; 2025Q2: 38,694 shares; 2025Q3: 58,673 shares; 2025Q4: 67,295 shares; 2026Q1: 59,556 shares; 2026Q2: 59,967 shares 59,967 $18.2M 0.19% +411 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,122 shares; 2024Q4: 86,390 shares; 2025Q1: 100,042 shares; 2025Q2: 129,930 shares; 2025Q3: 136,087 shares; 2025Q4: 147,905 shares; 2026Q1: 166,792 shares; 2026Q2: 192,309 shares 192,309 $17.8M 0.18% +25,517 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,556 shares; 2024Q4: 66,189 shares; 2025Q1: 32,936 shares; 2025Q2: 33,894 shares; 2025Q3: 33,287 shares; 2025Q4: 35,125 shares; 2026Q1: 37,665 shares; 2026Q2: 201,280 shares 201,280 $17.7M 0.18% +163,615 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,245 shares; 2024Q4: 63,329 shares; 2025Q1: 68,093 shares; 2025Q2: 77,024 shares; 2025Q3: 82,620 shares; 2025Q4: 100,676 shares; 2026Q1: 109,827 shares; 2026Q2: 119,860 shares 119,860 $17.6M 0.18% +10,033 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,656 shares; 2024Q4: 22,616 shares; 2025Q1: 24,759 shares; 2025Q2: 38,335 shares; 2025Q3: 39,062 shares; 2025Q4: 42,354 shares; 2026Q1: 42,565 shares; 2026Q2: 48,477 shares 48,477 $17.6M 0.18% +5,912 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257,739 shares; 2026Q2: 341,310 shares 341,310 $17.5M 0.18% +83,571 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,665 shares 200,665 $17.4M 0.18% new Timeline VGSH 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: 424,500 shares; 2024Q4: 359,110 shares; 2025Q1: 345,153 shares; 2025Q2: 347,158 shares; 2025Q3: 323,997 shares; 2025Q4: 302,545 shares; 2026Q1: 336,662 shares; 2026Q2: 298,082 shares 298,082 $17.3M 0.18% -38,580 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 259,715 shares; 2026Q2: 264,025 shares 264,025 $17.3M 0.18% +4,310 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,054 shares; 2024Q4: 25,197 shares; 2025Q1: 23,602 shares; 2025Q2: 25,140 shares; 2025Q3: 27,220 shares; 2025Q4: 31,368 shares; 2026Q1: 34,192 shares; 2026Q2: 36,193 shares 36,193 $17.3M 0.18% +2,001 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,621 shares; 2024Q4: 33,063 shares; 2025Q1: 27,883 shares; 2025Q2: 31,464 shares; 2025Q3: 35,454 shares; 2025Q4: 37,446 shares; 2026Q1: 36,732 shares; 2026Q2: 34,437 shares 34,437 $17.2M 0.18% -2,295 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,688 shares; 2024Q4: 348,019 shares; 2025Q1: 406,399 shares; 2025Q2: 471,253 shares; 2025Q3: 524,913 shares; 2025Q4: 596,504 shares; 2026Q1: 685,471 shares; 2026Q2: 816,102 shares 816,102 $16.9M 0.17% +130,631 Timeline SPDW 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: 70,449 shares; 2024Q4: 121,770 shares; 2025Q1: 142,549 shares; 2025Q2: 167,545 shares; 2025Q3: 243,477 shares; 2025Q4: 236,614 shares; 2026Q1: 286,371 shares; 2026Q2: 330,759 shares 330,759 $16.7M 0.17% +44,388 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,995 shares 91,995 $16.5M 0.17% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,335 shares; 2024Q4: 171,100 shares; 2025Q1: 174,754 shares; 2025Q2: 187,202 shares; 2025Q3: 199,672 shares; 2025Q4: 218,462 shares; 2026Q1: 251,328 shares; 2026Q2: 213,183 shares 213,183 $16.5M 0.17% -38,145 Timeline KBWB 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: 195,221 shares; 2025Q2: 204,669 shares; 2025Q3: 240,635 shares; 2025Q4: 151,266 shares; 2026Q1: 162,212 shares; 2026Q2: 176,038 shares 176,038 $16.4M 0.17% +13,826 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: 49,665 shares; 2024Q4: 63,082 shares; 2025Q1: 65,558 shares; 2025Q2: 82,876 shares; 2025Q3: 91,142 shares; 2025Q4: 98,745 shares; 2026Q1: 109,240 shares; 2026Q2: 127,441 shares 127,441 $16.1M 0.17% +18,201 Timeline VFLO 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: not reported; 2024Q4: not reported; 2025Q1: 183,524 shares; 2025Q2: 202,577 shares; 2025Q3: 329,625 shares; 2025Q4: 334,481 shares; 2026Q1: 340,300 shares; 2026Q2: 351,115 shares 351,115 $16.1M 0.17% +10,815 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,881 shares; 2024Q4: 2,007 shares; 2025Q1: 96,509 shares; 2025Q2: 101,637 shares; 2025Q3: 57,375 shares; 2025Q4: 2,997 shares; 2026Q1: 2,751 shares; 2026Q2: 70,799 shares 70,799 $16M 0.16% +68,048 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,698 shares; 2024Q4: 166,386 shares; 2025Q1: 171,155 shares; 2025Q2: 181,846 shares; 2025Q3: 184,154 shares; 2025Q4: 190,110 shares; 2026Q1: 198,628 shares; 2026Q2: 210,830 shares 210,830 $15.5M 0.16% +12,202 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,595 shares; 2024Q4: 26,224 shares; 2025Q1: 12,340 shares; 2025Q2: 12,600 shares; 2025Q3: 15,423 shares; 2025Q4: 19,909 shares; 2026Q1: 25,809 shares; 2026Q2: 26,029 shares 26,029 $15.1M 0.16% +220 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,588 shares; 2024Q4: 6,423 shares; 2025Q1: 6,561 shares; 2025Q2: 8,274 shares; 2025Q3: 8,820 shares; 2025Q4: 11,252 shares; 2026Q1: 13,427 shares; 2026Q2: 12,701 shares 12,701 $14.7M 0.15% -726 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,336 shares; 2024Q4: 17,908 shares; 2025Q1: 4,453 shares; 2025Q2: 21,262 shares; 2025Q3: 102,311 shares; 2025Q4: 153,648 shares; 2026Q1: 15,165 shares; 2026Q2: 131,609 shares 131,609 $14.4M 0.15% +116,444 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,449 shares; 2024Q4: 77,752 shares; 2025Q1: 133,149 shares; 2025Q2: 160,730 shares; 2025Q3: 96,858 shares; 2025Q4: 102,867 shares; 2026Q1: 114,917 shares; 2026Q2: 126,291 shares 126,291 $14.3M 0.15% +11,374 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,239 shares; 2024Q4: 31,052 shares; 2025Q1: 34,812 shares; 2025Q2: 37,487 shares; 2025Q3: 38,324 shares; 2025Q4: 347,940 shares; 2026Q1: 329,250 shares; 2026Q2: 314,558 shares 314,558 $14M 0.14% -14,692 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,724 shares; 2024Q4: 13,961 shares; 2025Q1: 20,254 shares; 2025Q2: 41,437 shares; 2025Q3: 51,277 shares; 2025Q4: 89,783 shares; 2026Q1: 161,601 shares; 2026Q2: 137,407 shares 137,407 $13.8M 0.14% -24,194 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370,392 shares; 2025Q2: 409,225 shares; 2025Q3: 410,982 shares; 2025Q4: 471,032 shares; 2026Q1: 556,115 shares; 2026Q2: 569,752 shares 569,752 $13.7M 0.14% +13,637 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,120 shares; 2024Q4: 109,280 shares; 2025Q1: 83,547 shares; 2025Q2: 111,273 shares; 2025Q3: 173,643 shares; 2025Q4: 259,558 shares; 2026Q1: 376,999 shares; 2026Q2: 579,909 shares 579,909 $13.6M 0.14% +202,910 Timeline SDVY 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: 176,088 shares; 2024Q4: 184,977 shares; 2025Q1: 185,283 shares; 2025Q2: 181,321 shares; 2025Q3: 264,987 shares; 2025Q4: 268,712 shares; 2026Q1: 293,906 shares; 2026Q2: 315,054 shares 315,054 $13.6M 0.14% +21,148 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,266 shares; 2024Q4: 655,275 shares; 2025Q1: 743,633 shares; 2025Q2: 512,190 shares; 2025Q3: 513,758 shares; 2025Q4: 531,037 shares; 2026Q1: 504,222 shares; 2026Q2: 648,495 shares 648,495 $13.2M 0.14% +144,273 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,642 shares; 2024Q4: 16,445 shares; 2025Q1: 14,192 shares; 2025Q2: 15,882 shares; 2025Q3: 15,424 shares; 2025Q4: 13,590 shares; 2026Q1: 13,480 shares; 2026Q2: 13,823 shares 13,823 $12.9M 0.13% +343 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,998 shares; 2024Q4: 42,599 shares; 2025Q1: 46,494 shares; 2025Q2: 54,150 shares; 2025Q3: 54,634 shares; 2025Q4: 43,405 shares; 2026Q1: 46,642 shares; 2026Q2: 49,353 shares 49,353 $12.9M 0.13% +2,711 Timeline DFEM 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: 94,617 shares; 2025Q4: 266,350 shares; 2026Q1: 298,147 shares; 2026Q2: 309,981 shares 309,981 $12.6M 0.13% +11,834 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,083 shares; 2024Q4: 73,563 shares; 2025Q1: 82,564 shares; 2025Q2: 83,907 shares; 2025Q3: 89,652 shares; 2025Q4: 102,479 shares; 2026Q1: 121,807 shares; 2026Q2: 130,300 shares 130,300 $12.5M 0.13% +8,493 Timeline URA 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: 8,441 shares; 2025Q3: 8,941 shares; 2025Q4: 85,901 shares; 2026Q1: 243,004 shares; 2026Q2: 283,303 shares 283,303 $12.4M 0.13% +40,299 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,794 shares; 2024Q4: 22,010 shares; 2025Q1: 21,927 shares; 2025Q2: 23,826 shares; 2025Q3: 21,152 shares; 2025Q4: 22,953 shares; 2026Q1: 27,398 shares; 2026Q2: 34,791 shares 34,791 $12.3M 0.13% +7,393 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,501 shares; 2024Q4: 60,660 shares; 2025Q1: 32,926 shares; 2025Q2: 16,063 shares; 2025Q3: 25,472 shares; 2025Q4: 27,159 shares; 2026Q1: 39,684 shares; 2026Q2: 40,800 shares 40,800 $12.3M 0.13% +1,116 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,998 shares; 2024Q4: 252,888 shares; 2025Q1: 252,445 shares; 2025Q2: 247,518 shares; 2025Q3: 245,931 shares; 2025Q4: 244,164 shares; 2026Q1: 238,633 shares; 2026Q2: 242,146 shares 242,146 $12.1M 0.12% +3,513 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,877 shares; 2024Q4: 20,739 shares; 2025Q1: 22,567 shares; 2025Q2: 24,913 shares; 2025Q3: 27,093 shares; 2025Q4: 44,529 shares; 2026Q1: 65,279 shares; 2026Q2: 47,824 shares 47,824 $12M 0.12% -17,455 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,339 shares; 2024Q4: 23,802 shares; 2025Q1: 8,525 shares; 2025Q2: 28,962 shares; 2025Q3: 279,553 shares; 2025Q4: 216,590 shares; 2026Q1: 23,701 shares; 2026Q2: 149,392 shares 149,392 $11.9M 0.12% +125,691 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,300 shares; 2024Q4: 180,117 shares; 2025Q1: 172,816 shares; 2025Q2: 331,122 shares; 2025Q3: 158,715 shares; 2025Q4: 145,789 shares; 2026Q1: 162,457 shares; 2026Q2: 145,006 shares 145,006 $11.9M 0.12% -17,451 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,660 shares; 2024Q4: 72,107 shares; 2025Q1: 75,185 shares; 2025Q2: 82,618 shares; 2025Q3: 88,086 shares; 2025Q4: 101,044 shares; 2026Q1: 119,070 shares; 2026Q2: 126,855 shares 126,855 $11.8M 0.12% +7,785 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,813 shares; 2026Q1: 275,992 shares; 2026Q2: 294,832 shares 294,832 $11.7M 0.12% +18,840 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,762 shares; 2025Q4: 305,395 shares; 2026Q1: 306,347 shares; 2026Q2: 316,004 shares 316,004 $11.6M 0.12% +9,657 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 43,272 shares; 2025Q3: 46,567 shares; 2025Q4: 102,278 shares; 2026Q1: 135,527 shares; 2026Q2: 223,759 shares 223,759 $11.3M 0.12% +88,232 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,830 shares; 2024Q4: 273,696 shares; 2025Q1: 88,216 shares; 2025Q2: 60,524 shares; 2025Q3: 51,872 shares; 2025Q4: 39,233 shares; 2026Q1: 103,862 shares; 2026Q2: 57,869 shares 57,869 $11M 0.11% -45,993 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,998 shares; 2024Q4: 68,805 shares; 2025Q1: 72,082 shares; 2025Q2: 90,382 shares; 2025Q3: 66,786 shares; 2025Q4: 77,406 shares; 2026Q1: 86,947 shares; 2026Q2: 94,437 shares 94,437 $11M 0.11% +7,490 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: 60,785 shares; 2024Q4: 49,805 shares; 2025Q1: 180,536 shares; 2025Q2: 202,531 shares; 2025Q3: 190,244 shares; 2025Q4: 185,725 shares; 2026Q1: 195,609 shares; 2026Q2: 216,248 shares 216,248 $10.9M 0.11% +20,639 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,376 shares; 2024Q4: 141,082 shares; 2025Q1: 59,106 shares; 2025Q2: 62,610 shares; 2025Q3: 65,253 shares; 2025Q4: 54,346 shares; 2026Q1: 58,893 shares; 2026Q2: 63,741 shares 63,741 $10.6M 0.11% +4,848 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,887 shares; 2024Q4: 183,632 shares; 2025Q1: 131,543 shares; 2025Q2: 134,948 shares; 2025Q3: 158,068 shares; 2025Q4: 161,217 shares; 2026Q1: 141,860 shares; 2026Q2: 141,335 shares 141,335 $10.4M 0.11% -525 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,497 shares; 2024Q4: 48,036 shares; 2025Q1: 48,482 shares; 2025Q2: 46,808 shares; 2025Q3: 196,404 shares; 2025Q4: 175,018 shares; 2026Q1: 118,997 shares; 2026Q2: 116,689 shares 116,689 $10.3M 0.11% -2,308 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,058 shares; 2024Q4: 290,363 shares; 2025Q1: 219,515 shares; 2025Q2: 251,944 shares; 2025Q3: 266,163 shares; 2025Q4: 290,379 shares; 2026Q1: 258,853 shares; 2026Q2: 270,583 shares 270,583 $9.95M 0.1% +11,730 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,230 shares; 2024Q4: 149,091 shares; 2025Q1: 118,995 shares; 2025Q2: 132,452 shares; 2025Q3: 128,891 shares; 2025Q4: 122,680 shares; 2026Q1: 125,166 shares; 2026Q2: 129,588 shares 129,588 $9.82M 0.1% +4,422 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,143 shares; 2024Q4: 30,167 shares; 2025Q1: 19,685 shares; 2025Q2: 8,513 shares; 2025Q3: 35,306 shares; 2025Q4: 210,098 shares; 2026Q1: 300,054 shares; 2026Q2: 183,749 shares 183,749 $9.76M 0.1% -116,305 Timeline AFIF HORIZON FDS More: the full row for HORIZON 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: 1,025,349 shares 1,025,349 $9.64M 0.1% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,128 shares; 2024Q4: 60,752 shares; 2025Q1: 57,587 shares; 2025Q2: 30,116 shares; 2025Q3: 31,072 shares; 2025Q4: 49,098 shares; 2026Q1: 45,728 shares; 2026Q2: 60,715 shares 60,715 $9.59M 0.1% +14,987 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,385 shares; 2025Q3: 75,456 shares; 2025Q4: 91,175 shares; 2026Q1: 96,993 shares; 2026Q2: 94,052 shares 94,052 $9.56M 0.1% -2,941 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,831 shares; 2024Q4: 7,687 shares; 2025Q1: 8,844 shares; 2025Q2: 8,253 shares; 2025Q3: 7,595 shares; 2025Q4: 7,870 shares; 2026Q1: 7,692 shares; 2026Q2: 8,693 shares 8,693 $9.26M 0.1% +1,001 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,074 shares; 2025Q1: 15,100 shares; 2025Q2: 60,836 shares; 2025Q3: 60,215 shares; 2025Q4: 8,807 shares; 2026Q1: 12,248 shares; 2026Q2: 90,552 shares 90,552 $9.25M 0.1% +78,304 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: 17,285 shares; 2025Q1: 17,859 shares; 2025Q2: 20,971 shares; 2025Q3: 23,969 shares; 2025Q4: 32,044 shares; 2026Q1: 36,920 shares; 2026Q2: 37,115 shares 37,115 $9.1M 0.09% +195 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,020 shares; 2025Q3: 115,754 shares; 2025Q4: 151,832 shares; 2026Q1: 176,618 shares; 2026Q2: 196,933 shares 196,933 $9.01M 0.09% +20,315 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,735 shares; 2024Q4: 4,388 shares; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: 2,328 shares; 2025Q4: 4,104 shares; 2026Q1: 20,207 shares; 2026Q2: 20,672 shares 20,672 $8.92M 0.09% +465 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,680 shares; 2026Q2: 178,599 shares 178,599 $8.63M 0.09% +12,919 Timeline SMH 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: 157,983 shares; 2024Q4: 190,825 shares; 2025Q1: 5,377 shares; 2025Q2: 7,848 shares; 2025Q3: 7,645 shares; 2025Q4: 8,920 shares; 2026Q1: 10,180 shares; 2026Q2: 12,975 shares 12,975 $8.51M 0.09% +2,795 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,099 shares; 2024Q4: 44,493 shares; 2025Q1: 47,071 shares; 2025Q2: 56,045 shares; 2025Q3: 57,914 shares; 2025Q4: 64,136 shares; 2026Q1: 75,751 shares; 2026Q2: 81,772 shares 81,772 $8.5M 0.09% +6,021 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: 46,407 shares; 2025Q1: 52,655 shares; 2025Q2: 72,996 shares; 2025Q3: 82,828 shares; 2025Q4: 95,061 shares; 2026Q1: 145,512 shares; 2026Q2: 161,780 shares 161,780 $8.47M 0.09% +16,268 Timeline PHYS 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: 20,082 shares; 2024Q4: 27,261 shares; 2025Q1: 32,563 shares; 2025Q2: 33,354 shares; 2025Q3: 29,013 shares; 2025Q4: 32,213 shares; 2026Q1: 28,123 shares; 2026Q2: 276,021 shares 276,021 $8.33M 0.09% +247,898 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,194 shares; 2024Q4: 20,271 shares; 2025Q1: 17,066 shares; 2025Q2: 25,157 shares; 2025Q3: 24,557 shares; 2025Q4: 24,053 shares; 2026Q1: 22,418 shares; 2026Q2: 23,493 shares 23,493 $8.29M 0.09% +1,075 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,771 shares; 2024Q4: 8,666 shares; 2025Q1: 7,573 shares; 2025Q2: 7,358 shares; 2025Q3: 4,814 shares; 2025Q4: 8,727 shares; 2026Q1: 11,227 shares; 2026Q2: 11,355 shares 11,355 $8.21M 0.08% +128 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 799,682 shares; 2024Q4: 898,126 shares; 2025Q1: 172,803 shares; 2025Q2: 136,100 shares; 2025Q3: 115,406 shares; 2025Q4: 27,766 shares; 2026Q1: 231,349 shares; 2026Q2: 152,979 shares 152,979 $8.2M 0.08% -78,370 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,148 shares; 2026Q1: 84,863 shares; 2026Q2: 92,438 shares 92,438 $8.2M 0.08% +7,575 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,304 shares; 2024Q4: 56,265 shares; 2025Q1: 54,391 shares; 2025Q2: 61,046 shares; 2025Q3: 17,355 shares; 2025Q4: 19,033 shares; 2026Q1: 18,531 shares; 2026Q2: 19,604 shares 19,604 $8.15M 0.08% +1,073 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,214 shares; 2024Q4: 57,614 shares; 2025Q1: 59,894 shares; 2025Q2: 22,513 shares; 2025Q3: 29,891 shares; 2025Q4: 34,103 shares; 2026Q1: 35,354 shares; 2026Q2: 36,497 shares 36,497 $7.95M 0.08% +1,143 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,749 shares; 2024Q4: 16,575 shares; 2025Q1: 16,414 shares; 2025Q2: 17,079 shares; 2025Q3: 18,765 shares; 2025Q4: 25,071 shares; 2026Q1: 26,232 shares; 2026Q2: 30,976 shares 30,976 $7.87M 0.08% +4,744 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,532 shares; 2024Q4: 183,486 shares; 2025Q1: 180,373 shares; 2025Q2: 221,406 shares; 2025Q3: 212,093 shares; 2025Q4: 192,325 shares; 2026Q1: 184,127 shares; 2026Q2: 187,396 shares 187,396 $7.86M 0.08% +3,269 Timeline SPBO 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: 86,074 shares; 2024Q4: 53,862 shares; 2025Q1: 59,488 shares; 2025Q2: 109,347 shares; 2025Q3: 141,860 shares; 2025Q4: 172,793 shares; 2026Q1: 235,629 shares; 2026Q2: 269,799 shares 269,799 $7.83M 0.08% +34,170 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,900 shares; 2024Q4: 63,249 shares; 2025Q1: 63,064 shares; 2025Q2: 47,604 shares; 2025Q3: 47,425 shares; 2025Q4: 45,268 shares; 2026Q1: 47,624 shares; 2026Q2: 47,413 shares 47,413 $7.79M 0.08% -211 Timeline SPTS 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: 65,644 shares; 2024Q4: 71,585 shares; 2025Q1: 94,488 shares; 2025Q2: 175,424 shares; 2025Q3: 97,922 shares; 2025Q4: 176,297 shares; 2026Q1: 228,245 shares; 2026Q2: 267,736 shares 267,736 $7.77M 0.08% +39,491 Timeline SCHX 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: 247,584 shares; 2024Q4: 810,412 shares; 2025Q1: 968,876 shares; 2025Q2: 1,092,428 shares; 2025Q3: 377,989 shares; 2025Q4: 433,363 shares; 2026Q1: 228,529 shares; 2026Q2: 262,614 shares 262,614 $7.73M 0.08% +34,085 Timeline GDXJ 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: 78,186 shares; 2025Q4: 28,554 shares; 2026Q1: 58,079 shares; 2026Q2: 77,298 shares 77,298 $7.59M 0.08% +19,219 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,821 shares; 2024Q4: 74,478 shares; 2025Q1: 78,377 shares; 2025Q2: 87,706 shares; 2025Q3: 91,181 shares; 2025Q4: 99,579 shares; 2026Q1: 100,867 shares; 2026Q2: 103,822 shares 103,822 $7.57M 0.08% +2,955 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,649 shares; 2024Q4: 129,441 shares; 2025Q1: 132,896 shares; 2025Q2: 144,694 shares; 2025Q3: 162,189 shares; 2025Q4: 173,737 shares; 2026Q1: 177,936 shares; 2026Q2: 221,613 shares 221,613 $7.51M 0.08% +43,677 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,319 shares; 2024Q4: 289,047 shares; 2025Q1: 290,699 shares; 2025Q2: 336,502 shares; 2025Q3: 92,453 shares; 2025Q4: 85,786 shares; 2026Q1: 106,666 shares; 2026Q2: 132,174 shares 132,174 $7.47M 0.08% +25,508 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,976 shares; 2024Q4: 25,915 shares; 2025Q1: 30,870 shares; 2025Q2: 46,265 shares; 2025Q3: 42,520 shares; 2025Q4: 54,070 shares; 2026Q1: 54,713 shares; 2026Q2: 66,889 shares 66,889 $7.2M 0.07% +12,176 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,930 shares; 2024Q4: 99,273 shares; 2025Q1: 86,549 shares; 2025Q2: 166,759 shares; 2025Q3: 164,068 shares; 2025Q4: 102,110 shares; 2026Q1: 100,491 shares; 2026Q2: 100,300 shares 100,300 $7.15M 0.07% -191 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,552 shares; 2026Q2: 180,200 shares 180,200 $6.99M 0.07% +10,648 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,332 shares; 2024Q4: 44,319 shares; 2025Q1: 54,408 shares; 2025Q2: 59,590 shares; 2025Q3: 65,110 shares; 2025Q4: 66,109 shares; 2026Q1: 70,747 shares; 2026Q2: 88,030 shares 88,030 $6.99M 0.07% +17,283 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,815 shares; 2024Q4: 120,369 shares; 2025Q1: 85,271 shares; 2025Q2: 92,899 shares; 2025Q3: 107,702 shares; 2025Q4: 109,113 shares; 2026Q1: 112,015 shares; 2026Q2: 114,870 shares 114,870 $6.98M 0.07% +2,855 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,275 shares; 2024Q4: 146,180 shares; 2025Q1: 159,376 shares; 2025Q2: 174,563 shares; 2025Q3: 191,998 shares; 2025Q4: 216,775 shares; 2026Q1: 264,060 shares; 2026Q2: 281,773 shares 281,773 $6.95M 0.07% +17,713 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,777 shares; 2024Q4: 32,014 shares; 2025Q1: 23,979 shares; 2025Q2: 26,043 shares; 2025Q3: 25,091 shares; 2025Q4: 26,436 shares; 2026Q1: 22,367 shares; 2026Q2: 25,522 shares 25,522 $6.9M 0.07% +3,155 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,595 shares; 2024Q4: 37,823 shares; 2025Q1: 81,275 shares; 2025Q2: 172,273 shares; 2025Q3: 81,678 shares; 2025Q4: 61,656 shares; 2026Q1: 171,593 shares; 2026Q2: 72,632 shares 72,632 $6.87M 0.07% -98,961 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,168 shares; 2024Q4: 15,696 shares; 2025Q1: 20,278 shares; 2025Q2: 21,987 shares; 2025Q3: 24,433 shares; 2025Q4: 25,041 shares; 2026Q1: 33,968 shares; 2026Q2: 33,975 shares 33,975 $6.79M 0.07% +7 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 269,417 shares 269,417 $6.72M 0.07% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,456 shares; 2024Q4: 15,912 shares; 2025Q1: 15,770 shares; 2025Q2: 18,619 shares; 2025Q3: 21,544 shares; 2025Q4: 19,783 shares; 2026Q1: 20,735 shares; 2026Q2: 19,856 shares 19,856 $6.72M 0.07% -879 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,991 shares; 2024Q4: 25,659 shares; 2025Q1: 24,344 shares; 2025Q2: 43,880 shares; 2025Q3: 37,005 shares; 2025Q4: 43,279 shares; 2026Q1: 33,531 shares; 2026Q2: 44,549 shares 44,549 $6.61M 0.07% +11,018 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,414 shares; 2024Q4: 26,423 shares; 2025Q1: 26,901 shares; 2025Q2: 29,057 shares; 2025Q3: 30,210 shares; 2025Q4: 30,566 shares; 2026Q1: 32,202 shares; 2026Q2: 33,513 shares 33,513 $6.56M 0.07% +1,311 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,466 shares; 2026Q1: 22,585 shares; 2026Q2: 63,098 shares 63,098 $6.43M 0.07% +40,513 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,842 shares; 2024Q4: 375,482 shares; 2025Q1: 44,890 shares; 2025Q2: 29,693 shares; 2025Q3: 37,699 shares; 2025Q4: 38,284 shares; 2026Q1: 29,388 shares; 2026Q2: 40,414 shares 40,414 $6.41M 0.07% +11,026 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: 5,801 shares; 2024Q4: 12,465 shares; 2025Q1: 518,849 shares; 2025Q2: 528,530 shares; 2025Q3: 804,624 shares; 2025Q4: 10,732 shares; 2026Q1: 9,349 shares; 2026Q2: 68,950 shares 68,950 $6.25M 0.06% +59,601 Timeline VTWO 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: 5,847 shares; 2024Q4: 5,395 shares; 2025Q1: 4,367 shares; 2025Q2: 4,896 shares; 2025Q3: 5,090 shares; 2025Q4: 4,866 shares; 2026Q1: 5,565 shares; 2026Q2: 51,108 shares 51,108 $6.21M 0.06% +45,543 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,252 shares; 2024Q4: 34,212 shares; 2025Q1: 34,675 shares; 2025Q2: 39,392 shares; 2025Q3: 40,083 shares; 2025Q4: 43,242 shares; 2026Q1: 48,495 shares; 2026Q2: 41,043 shares 41,043 $6.16M 0.06% -7,452 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,737 shares; 2025Q2: 7,122 shares; 2025Q3: 7,995 shares; 2025Q4: 9,098 shares; 2026Q1: 10,997 shares; 2026Q2: 11,837 shares 11,837 $6.1M 0.06% +840 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 230,012 shares; 2026Q2: 445,956 shares 445,956 $5.94M 0.06% +215,944 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,647 shares; 2024Q4: 68,475 shares; 2025Q1: 58,099 shares; 2025Q2: 61,445 shares; 2025Q3: 51,486 shares; 2025Q4: 52,236 shares; 2026Q1: 65,695 shares; 2026Q2: 61,035 shares 61,035 $5.89M 0.06% -4,660 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 1,232 shares; 2026Q1: 1,850 shares; 2026Q2: 2,576 shares 2,576 $5.86M 0.06% +726 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,398 shares; 2024Q4: 278,995 shares; 2025Q1: 310,857 shares; 2025Q2: 321,083 shares; 2025Q3: 24,654 shares; 2025Q4: 34,944 shares; 2026Q1: 115,084 shares; 2026Q2: 128,155 shares 128,155 $5.83M 0.06% +13,071 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,417 shares; 2024Q4: 142,931 shares; 2025Q1: 643,093 shares; 2025Q2: 143,973 shares; 2025Q3: 196,460 shares; 2025Q4: 107,737 shares; 2026Q1: 110,124 shares; 2026Q2: 182,267 shares 182,267 $5.78M 0.06% +72,143 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,367 shares; 2025Q1: 15,955 shares; 2025Q2: 153,632 shares; 2025Q3: 147,230 shares; 2025Q4: 159,928 shares; 2026Q1: 156,839 shares; 2026Q2: 137,623 shares 137,623 $5.74M 0.06% -19,216 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,010 shares; 2024Q4: 2,021 shares; 2025Q1: 3,379 shares; 2025Q2: 3,986 shares; 2025Q3: 4,065 shares; 2025Q4: 14,129 shares; 2026Q1: 14,108 shares; 2026Q2: 15,451 shares 15,451 $5.73M 0.06% +1,343 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,374 shares; 2024Q4: 13,003 shares; 2025Q1: 13,364 shares; 2025Q2: 13,870 shares; 2025Q3: 14,315 shares; 2025Q4: 14,719 shares; 2026Q1: 15,072 shares; 2026Q2: 15,720 shares 15,720 $5.67M 0.06% +648 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: 238,967 shares; 2024Q4: 294,528 shares; 2025Q1: 309,174 shares; 2025Q2: 263,597 shares; 2025Q3: 286,802 shares; 2025Q4: 347,257 shares; 2026Q1: 335,685 shares; 2026Q2: 305,610 shares 305,610 $5.66M 0.06% -30,075 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,423 shares; 2024Q4: 111,917 shares; 2025Q1: 105,072 shares; 2025Q2: 37,622 shares; 2025Q3: 91,510 shares; 2025Q4: 108,899 shares; 2026Q1: 403,732 shares; 2026Q2: 398,085 shares 398,085 $5.53M 0.06% -5,647 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,867 shares; 2025Q1: 3,292 shares; 2025Q2: 4,790 shares; 2025Q3: 8,567 shares; 2025Q4: 10,554 shares; 2026Q1: 11,587 shares; 2026Q2: 15,132 shares 15,132 $5.52M 0.06% +3,545 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,446 shares; 2024Q4: 143,835 shares; 2025Q1: 144,456 shares; 2025Q2: 125,142 shares; 2025Q3: 129,632 shares; 2025Q4: 127,107 shares; 2026Q1: 129,027 shares; 2026Q2: 121,134 shares 121,134 $5.51M 0.06% -7,893 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,247 shares; 2024Q4: 35,722 shares; 2025Q1: 50,141 shares; 2025Q2: 45,084 shares; 2025Q3: 8,536 shares; 2025Q4: 324,853 shares; 2026Q1: 353,046 shares; 2026Q2: 120,923 shares 120,923 $5.48M 0.06% -232,123 Timeline SPSB 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: 17,402 shares; 2024Q4: 44,939 shares; 2025Q1: 55,308 shares; 2025Q2: 81,210 shares; 2025Q3: 96,927 shares; 2025Q4: 135,438 shares; 2026Q1: 155,028 shares; 2026Q2: 182,163 shares 182,163 $5.47M 0.06% +27,135 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,237 shares; 2024Q4: 2,395 shares; 2025Q1: 2,402 shares; 2025Q2: 2,620 shares; 2025Q3: 3,229 shares; 2025Q4: 4,289 shares; 2026Q1: 4,229 shares; 2026Q2: 4,624 shares 4,624 $5.43M 0.06% +395 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,538 shares; 2024Q4: 40,494 shares; 2025Q1: 32,785 shares; 2025Q2: 29,161 shares; 2025Q3: 28,674 shares; 2025Q4: 87,650 shares; 2026Q1: 49,122 shares; 2026Q2: 339,510 shares 339,510 $5.39M 0.06% +290,388 Timeline HELO 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: 22,720 shares; 2024Q4: 28,195 shares; 2025Q1: 40,321 shares; 2025Q2: 47,108 shares; 2025Q3: 50,112 shares; 2025Q4: 54,270 shares; 2026Q1: 69,790 shares; 2026Q2: 78,806 shares 78,806 $5.33M 0.05% +9,016 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,507 shares; 2024Q4: 201,735 shares; 2025Q1: 10,730 shares; 2025Q2: 8,949 shares; 2025Q3: 7,771 shares; 2025Q4: 31,553 shares; 2026Q1: 79,679 shares; 2026Q2: 84,484 shares 84,484 $5.31M 0.05% +4,805 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,364 shares; 2024Q4: 11,830 shares; 2025Q1: 9,561 shares; 2025Q2: 11,721 shares; 2025Q3: 12,914 shares; 2025Q4: 13,439 shares; 2026Q1: 13,923 shares; 2026Q2: 14,156 shares 14,156 $5.29M 0.05% +233 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,260 shares; 2024Q4: 253,382 shares; 2025Q1: 286,146 shares; 2025Q2: 314,185 shares; 2025Q3: 24,227 shares; 2025Q4: 22,423 shares; 2026Q1: 18,322 shares; 2026Q2: 20,894 shares 20,894 $5.27M 0.05% +2,572 Timeline SPYI 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: 4,594 shares; 2025Q3: 28,634 shares; 2025Q4: 31,384 shares; 2026Q1: 52,670 shares; 2026Q2: 98,800 shares 98,800 $5.25M 0.05% +46,130 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,704 shares; 2024Q4: 21,431 shares; 2025Q1: 5,174 shares; 2025Q2: 6,665 shares; 2025Q3: 6,647 shares; 2025Q4: 11,390 shares; 2026Q1: 10,205 shares; 2026Q2: 10,205 shares 10,205 $5.2M 0.05% 0 Timeline QQQI 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: 29,632 shares; 2025Q4: 34,861 shares; 2026Q1: 51,214 shares; 2026Q2: 90,957 shares 90,957 $5.17M 0.05% +39,743 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,328 shares; 2024Q4: 30,319 shares; 2025Q1: 30,548 shares; 2025Q2: 31,936 shares; 2025Q3: 33,243 shares; 2025Q4: 34,695 shares; 2026Q1: 37,220 shares; 2026Q2: 39,230 shares 39,230 $5.16M 0.05% +2,010 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430,527 shares; 2024Q4: 380,871 shares; 2025Q1: 400,132 shares; 2025Q2: 411,719 shares; 2025Q3: 431,936 shares; 2025Q4: 454,033 shares; 2026Q1: 453,666 shares; 2026Q2: 474,847 shares 474,847 $5.12M 0.05% +21,181 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,246 shares; 2024Q4: 63,763 shares; 2025Q1: 149,517 shares; 2025Q2: 209,388 shares; 2025Q3: 88,323 shares; 2025Q4: 51,838 shares; 2026Q1: 65,521 shares; 2026Q2: 63,015 shares 63,015 $5.12M 0.05% -2,506 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: 4,569 shares; 2024Q4: 13,614 shares; 2025Q1: 16,054 shares; 2025Q2: 15,335 shares; 2025Q3: 22,318 shares; 2025Q4: 25,767 shares; 2026Q1: 31,062 shares; 2026Q2: 34,324 shares 34,324 $5.02M 0.05% +3,262 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,071 shares; 2024Q4: 31,928 shares; 2025Q1: 29,972 shares; 2025Q2: 26,478 shares; 2025Q3: 20,230 shares; 2025Q4: 22,709 shares; 2026Q1: 25,388 shares; 2026Q2: 35,607 shares 35,607 $4.97M 0.05% +10,219 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: 6,919 shares; 2025Q4: 37,639 shares; 2026Q1: 41,845 shares; 2026Q2: 49,359 shares 49,359 $4.91M 0.05% +7,514 Timeline VAW 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: 15,104 shares; 2024Q4: 16,036 shares; 2025Q1: 16,561 shares; 2025Q2: 17,482 shares; 2025Q3: 18,275 shares; 2025Q4: 19,300 shares; 2026Q1: 20,284 shares; 2026Q2: 21,319 shares 21,319 $4.88M 0.05% +1,035 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,417 shares; 2024Q4: 268,378 shares; 2025Q1: 272,793 shares; 2025Q2: 235,419 shares; 2025Q3: 244,220 shares; 2025Q4: 256,506 shares; 2026Q1: 222,393 shares; 2026Q2: 190,181 shares 190,181 $4.88M 0.05% -32,212 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,423 shares; 2024Q4: 30,803 shares; 2025Q1: 42,730 shares; 2025Q2: 40,630 shares; 2025Q3: 43,609 shares; 2025Q4: 39,950 shares; 2026Q1: 44,253 shares; 2026Q2: 40,750 shares 40,750 $4.85M 0.05% -3,503 Timeline RSP 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: 19,034 shares; 2024Q4: 21,976 shares; 2025Q1: 23,547 shares; 2025Q2: 39,084 shares; 2025Q3: 35,859 shares; 2025Q4: 32,346 shares; 2026Q1: 35,400 shares; 2026Q2: 22,638 shares 22,638 $4.82M 0.05% -12,762 Timeline JQUA 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: 13,504 shares; 2024Q4: 15,825 shares; 2025Q1: 23,629 shares; 2025Q2: 23,357 shares; 2025Q3: 30,101 shares; 2025Q4: 39,877 shares; 2026Q1: 77,540 shares; 2026Q2: 66,275 shares 66,275 $4.79M 0.05% -11,265 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,441 shares; 2024Q4: 5,053 shares; 2025Q1: 5,485 shares; 2025Q2: 6,213 shares; 2025Q3: 6,739 shares; 2025Q4: 6,123 shares; 2026Q1: 6,603 shares; 2026Q2: 6,268 shares 6,268 $4.78M 0.05% -335 Timeline DFSD 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: 10,814 shares; 2025Q2: 11,159 shares; 2025Q3: 69,376 shares; 2025Q4: 97,883 shares; 2026Q1: 90,896 shares; 2026Q2: 99,552 shares 99,552 $4.75M 0.05% +8,656 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,417 shares; 2025Q2: 124,172 shares; 2025Q3: 91,323 shares; 2025Q4: 92,703 shares; 2026Q1: 93,161 shares; 2026Q2: 96,123 shares 96,123 $4.74M 0.05% +2,962 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,807 shares; 2024Q4: 67,922 shares; 2025Q1: 70,932 shares; 2025Q2: 92,822 shares; 2025Q3: 151,169 shares; 2025Q4: 153,368 shares; 2026Q1: 167,618 shares; 2026Q2: 170,948 shares 170,948 $4.74M 0.05% +3,330 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,266 shares; 2024Q4: 5,970 shares; 2025Q1: 6,100 shares; 2025Q2: 15,395 shares; 2025Q3: 20,107 shares; 2025Q4: 48,473 shares; 2026Q1: 42,499 shares; 2026Q2: 44,961 shares 44,961 $4.67M 0.05% +2,462 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,763 shares; 2026Q1: 66,425 shares; 2026Q2: 87,517 shares 87,517 $4.6M 0.05% +21,092 Timeline JBBB 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: 89,446 shares; 2024Q4: 113,543 shares; 2025Q1: 116,833 shares; 2025Q2: 101,749 shares; 2025Q3: 107,786 shares; 2025Q4: 121,906 shares; 2026Q1: 107,502 shares; 2026Q2: 97,107 shares 97,107 $4.6M 0.05% -10,395 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,339 shares; 2024Q4: 40,990 shares; 2025Q1: 130,132 shares; 2025Q2: 139,695 shares; 2025Q3: 175,354 shares; 2025Q4: 180,803 shares; 2026Q1: 190,491 shares; 2026Q2: 196,417 shares 196,417 $4.51M 0.05% +5,926 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,857 shares; 2024Q4: 17,066 shares; 2025Q1: 17,001 shares; 2025Q2: 19,427 shares; 2025Q3: 20,125 shares; 2025Q4: 28,556 shares; 2026Q1: 37,447 shares; 2026Q2: 41,854 shares 41,854 $4.5M 0.05% +4,407 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: 47,691 shares; 2024Q4: 55,842 shares; 2025Q1: 65,140 shares; 2025Q2: 64,173 shares; 2025Q3: 64,679 shares; 2025Q4: 80,385 shares; 2026Q1: 93,796 shares; 2026Q2: 82,775 shares 82,775 $4.49M 0.05% -11,021 Timeline HYGH 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: 53,785 shares; 2024Q4: 67,051 shares; 2025Q1: 68,328 shares; 2025Q2: 59,888 shares; 2025Q3: 62,830 shares; 2025Q4: 68,936 shares; 2026Q1: 59,765 shares; 2026Q2: 51,715 shares 51,715 $4.48M 0.05% -8,050 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,719 shares; 2024Q4: 262,640 shares; 2025Q1: 269,025 shares; 2025Q2: 244,678 shares; 2025Q3: 255,572 shares; 2025Q4: 284,071 shares; 2026Q1: 249,958 shares; 2026Q2: 217,583 shares 217,583 $4.48M 0.05% -32,375 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: 18,904 shares; 2024Q4: 18,788 shares; 2025Q1: 11,875 shares; 2025Q2: 11,856 shares; 2025Q3: 11,624 shares; 2025Q4: 8,277 shares; 2026Q1: 6,415 shares; 2026Q2: 6,240 shares 6,240 $4.45M 0.05% -175 Timeline REM 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: 263,352 shares; 2026Q1: 228,268 shares; 2026Q2: 201,617 shares 201,617 $4.45M 0.05% -26,651 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,378 shares; 2024Q4: 234,312 shares; 2025Q1: 240,181 shares; 2025Q2: 208,712 shares; 2025Q3: 219,707 shares; 2025Q4: 249,224 shares; 2026Q1: 217,217 shares; 2026Q2: 191,365 shares 191,365 $4.43M 0.05% -25,852 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,609 shares; 2024Q4: 14,158 shares; 2025Q1: 20,116 shares; 2025Q2: 26,372 shares; 2025Q3: 37,686 shares; 2025Q4: 41,777 shares; 2026Q1: 46,208 shares; 2026Q2: 71,376 shares 71,376 $4.39M 0.05% +25,168 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: 38,658 shares; 2024Q4: 38,709 shares; 2025Q1: 27,366 shares; 2025Q2: 24,985 shares; 2025Q3: 24,790 shares; 2025Q4: 23,069 shares; 2026Q1: 17,755 shares; 2026Q2: 18,419 shares 18,419 $4.38M 0.05% +664 Timeline SPEM 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: 39,283 shares; 2024Q4: 38,505 shares; 2025Q1: 32,944 shares; 2025Q2: 37,421 shares; 2025Q3: 49,755 shares; 2025Q4: 61,373 shares; 2026Q1: 71,866 shares; 2026Q2: 84,610 shares 84,610 $4.38M 0.05% +12,744 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,241 shares; 2024Q4: 1,177 shares; 2025Q1: 1,346 shares; 2025Q2: 1,871 shares; 2025Q3: 1,886 shares; 2025Q4: 1,917 shares; 2026Q1: 1,924 shares; 2026Q2: 17,551 shares 17,551 $4.32M 0.04% +15,627 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,699 shares; 2024Q4: 27,086 shares; 2025Q1: 29,476 shares; 2025Q2: 30,341 shares; 2025Q3: 29,985 shares; 2025Q4: 28,681 shares; 2026Q1: 31,221 shares; 2026Q2: 36,463 shares 36,463 $4.28M 0.04% +5,242 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,299 shares; 2024Q4: 394,525 shares; 2025Q1: 408,667 shares; 2025Q2: 352,598 shares; 2025Q3: 370,332 shares; 2025Q4: 429,434 shares; 2026Q1: 379,595 shares; 2026Q2: 338,475 shares 338,475 $4.27M 0.04% -41,120 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,814 shares; 2024Q4: 9,112 shares; 2025Q1: 15,731 shares; 2025Q2: 49,801 shares; 2025Q3: 64,363 shares; 2025Q4: 78,091 shares; 2026Q1: 81,417 shares; 2026Q2: 83,023 shares 83,023 $4.24M 0.04% +1,606 Timeline SCIO 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: 194,909 shares; 2025Q4: 199,532 shares; 2026Q1: 201,600 shares; 2026Q2: 204,157 shares 204,157 $4.22M 0.04% +2,557 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,616 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,569 shares; 2026Q1: 40,274 shares; 2026Q2: 44,936 shares 44,936 $4.19M 0.04% +4,662 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,301 shares; 2024Q4: 419,665 shares; 2025Q1: 238,795 shares; 2025Q2: 263,198 shares; 2025Q3: 108,569 shares; 2025Q4: 53,362 shares; 2026Q1: 15,911 shares; 2026Q2: 48,351 shares 48,351 $4.18M 0.04% +32,440 Timeline KNG 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: 60,293 shares; 2024Q4: 61,275 shares; 2025Q1: 44,545 shares; 2025Q2: 55,330 shares; 2025Q3: 48,351 shares; 2025Q4: 30,484 shares; 2026Q1: 69,012 shares; 2026Q2: 82,215 shares 82,215 $4.15M 0.04% +13,203 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,429 shares; 2024Q4: 9,823 shares; 2025Q1: 41,324 shares; 2025Q2: 9,438 shares; 2025Q3: 8,306 shares; 2025Q4: 7,093 shares; 2026Q1: 7,969 shares; 2026Q2: 33,322 shares 33,322 $4.14M 0.04% +25,353 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 166,918 shares; 2025Q4: 175,822 shares; 2026Q1: 12,975 shares; 2026Q2: 16,872 shares 16,872 $4.09M 0.04% +3,897 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 20,956 shares; 2025Q1: 1,823 shares; 2025Q2: 1,104 shares; 2025Q3: 990 shares; 2025Q4: 972 shares; 2026Q1: 10,425 shares; 2026Q2: 10,326 shares 10,326 $4.07M 0.04% -99 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: not reported; 2024Q4: not reported; 2025Q1: 2,580 shares; 2025Q2: 5,567 shares; 2025Q3: 8,767 shares; 2025Q4: 8,852 shares; 2026Q1: 8,754 shares; 2026Q2: 42,042 shares 42,042 $4.05M 0.04% +33,288 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,285 shares; 2024Q4: 40,797 shares; 2025Q1: 43,826 shares; 2025Q2: 42,130 shares; 2025Q3: 42,130 shares; 2025Q4: 34,122 shares; 2026Q1: 48,088 shares; 2026Q2: 53,513 shares 53,513 $3.93M 0.04% +5,425 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,332 shares; 2025Q2: 22,933 shares; 2025Q3: 25,309 shares; 2025Q4: 28,104 shares; 2026Q1: 72,876 shares; 2026Q2: 78,573 shares 78,573 $3.92M 0.04% +5,697 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,566 shares; 2024Q4: 400,034 shares; 2025Q1: 427,380 shares; 2025Q2: 371,828 shares; 2025Q3: 400,283 shares; 2025Q4: 486,444 shares; 2026Q1: 433,541 shares; 2026Q2: 387,610 shares 387,610 $3.91M 0.04% -45,931 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,462 shares; 2024Q4: 6,192 shares; 2025Q1: 6,509 shares; 2025Q2: 6,593 shares; 2025Q3: 6,750 shares; 2025Q4: 6,514 shares; 2026Q1: 5,592 shares; 2026Q2: 7,922 shares 7,922 $3.89M 0.04% +2,330 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,108 shares; 2024Q4: 14,930 shares; 2025Q1: 14,277 shares; 2025Q2: 13,915 shares; 2025Q3: 15,273 shares; 2025Q4: 33,924 shares; 2026Q1: 27,900 shares; 2026Q2: 28,711 shares 28,711 $3.89M 0.04% +811 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 19,139 shares; 2026Q1: 29,149 shares; 2026Q2: 113,627 shares 113,627 $3.82M 0.04% +84,478 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: 61,055 shares; 2024Q4: 59,248 shares; 2025Q1: 52,243 shares; 2025Q2: 55,915 shares; 2025Q3: 61,266 shares; 2025Q4: 62,355 shares; 2026Q1: 81,007 shares; 2026Q2: 80,357 shares 80,357 $3.76M 0.04% -650 Timeline SII SPROTT INC More: the full row for SPROTT 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: 33,318 shares 33,318 $3.74M 0.04% new Timeline TIPX 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: 15,409 shares; 2025Q1: 72,096 shares; 2025Q2: 60,993 shares; 2025Q3: 67,967 shares; 2025Q4: 120,907 shares; 2026Q1: 162,973 shares; 2026Q2: 197,174 shares 197,174 $3.73M 0.04% +34,201 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,267 shares; 2024Q4: 27,094 shares; 2025Q1: 27,203 shares; 2025Q2: 11,451 shares; 2025Q3: 13,903 shares; 2025Q4: 21,013 shares; 2026Q1: 16,948 shares; 2026Q2: 15,465 shares 15,465 $3.66M 0.04% -1,483 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: 17,002 shares; 2024Q4: 19,239 shares; 2025Q1: 18,672 shares; 2025Q2: 18,182 shares; 2025Q3: 20,377 shares; 2025Q4: 25,699 shares; 2026Q1: 30,571 shares; 2026Q2: 28,782 shares 28,782 $3.64M 0.04% -1,789 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,054 shares; 2024Q4: 61,140 shares; 2025Q1: 51,684 shares; 2025Q2: 58,656 shares; 2025Q3: 32,800 shares; 2025Q4: 34,053 shares; 2026Q1: 49,793 shares; 2026Q2: 38,769 shares 38,769 $3.64M 0.04% -11,024 Timeline DFUS 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: 4,642 shares; 2024Q4: 5,767 shares; 2025Q1: 4,920 shares; 2025Q2: 3,320 shares; 2025Q3: 8,559 shares; 2025Q4: 42,935 shares; 2026Q1: 42,802 shares; 2026Q2: 44,118 shares 44,118 $3.62M 0.04% +1,316 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 589 shares; 2025Q1: 708 shares; 2025Q2: 778 shares; 2025Q3: 990 shares; 2025Q4: 5,140 shares; 2026Q1: 10,376 shares; 2026Q2: 35,958 shares 35,958 $3.57M 0.04% +25,582 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,734 shares; 2024Q4: 41,055 shares; 2025Q1: 66,663 shares; 2025Q2: 55,008 shares; 2025Q3: 54,284 shares; 2025Q4: 58,774 shares; 2026Q1: 80,297 shares; 2026Q2: 84,136 shares 84,136 $3.57M 0.04% +3,839 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,104 shares; 2024Q4: 50,703 shares; 2025Q1: 49,943 shares; 2025Q2: 52,061 shares; 2025Q3: 53,813 shares; 2025Q4: 55,001 shares; 2026Q1: 68,284 shares; 2026Q2: 62,489 shares 62,489 $3.56M 0.04% -5,795 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,317 shares; 2024Q4: 16,949 shares; 2025Q1: 11,659 shares; 2025Q2: 17,495 shares; 2025Q3: 21,063 shares; 2025Q4: 20,562 shares; 2026Q1: 22,671 shares; 2026Q2: 39,939 shares 39,939 $3.51M 0.04% +17,268 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,482 shares; 2024Q4: 26,668 shares; 2025Q1: 17,850 shares; 2025Q2: 19,206 shares; 2025Q3: 20,648 shares; 2025Q4: 20,106 shares; 2026Q1: 15,385 shares; 2026Q2: 15,889 shares 15,889 $3.5M 0.04% +504 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,418 shares; 2024Q4: 13,381 shares; 2025Q1: 29,349 shares; 2025Q2: 33,000 shares; 2025Q3: 42,497 shares; 2025Q4: 75,295 shares; 2026Q1: 80,272 shares; 2026Q2: 89,999 shares 89,999 $3.47M 0.04% +9,727 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,780 shares; 2026Q2: 76,817 shares 76,817 $3.46M 0.04% +32,037 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,484 shares; 2024Q4: 55,555 shares; 2025Q1: 75,885 shares; 2025Q2: 79,438 shares; 2025Q3: 80,231 shares; 2025Q4: 76,339 shares; 2026Q1: 79,258 shares; 2026Q2: 83,171 shares 83,171 $3.45M 0.04% +3,913 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,521 shares; 2024Q4: 73,061 shares; 2025Q1: 24,266 shares; 2025Q2: 26,831 shares; 2025Q3: 18,426 shares; 2025Q4: 17,440 shares; 2026Q1: 20,300 shares; 2026Q2: 26,833 shares 26,833 $3.45M 0.04% +6,533 Timeline EQWL 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: 8,097 shares; 2024Q4: 6,936 shares; 2025Q1: 7,901 shares; 2025Q2: 12,909 shares; 2025Q3: 14,231 shares; 2025Q4: 17,425 shares; 2026Q1: 22,767 shares; 2026Q2: 26,674 shares 26,674 $3.44M 0.04% +3,907 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 643,993 shares; 2025Q1: 123,054 shares; 2025Q2: 19,121 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119,686 shares 119,686 $3.4M 0.04% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,236 shares; 2024Q4: 11,692 shares; 2025Q1: 11,857 shares; 2025Q2: 13,305 shares; 2025Q3: 11,916 shares; 2025Q4: 15,262 shares; 2026Q1: 16,109 shares; 2026Q2: 15,611 shares 15,611 $3.38M 0.03% -498 Timeline DGCB 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: 24,239 shares; 2025Q4: 38,288 shares; 2026Q1: 54,933 shares; 2026Q2: 61,067 shares 61,067 $3.34M 0.03% +6,134 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: 5,342 shares; 2025Q4: 12,285 shares; 2026Q1: 12,363 shares; 2026Q2: 12,058 shares 12,058 $3.33M 0.03% -305 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,751 shares; 2024Q4: 12,189 shares; 2025Q1: 12,450 shares; 2025Q2: 41,280 shares; 2025Q3: 40,476 shares; 2025Q4: 38,873 shares; 2026Q1: 28,251 shares; 2026Q2: 28,472 shares 28,472 $3.32M 0.03% +221 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,653 shares; 2026Q2: 66,000 shares 66,000 $3.32M 0.03% +14,347 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,968 shares; 2024Q4: 8,174 shares; 2025Q1: 5,007 shares; 2025Q2: 5,074 shares; 2025Q3: 10,620 shares; 2025Q4: 20,257 shares; 2026Q1: 10,451 shares; 2026Q2: 65,229 shares 65,229 $3.28M 0.03% +54,778 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,485 shares; 2026Q1: 64,067 shares; 2026Q2: 66,269 shares 66,269 $3.27M 0.03% +2,202 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,987 shares; 2025Q2: 12,119 shares; 2025Q3: 8,023 shares; 2025Q4: 9,297 shares; 2026Q1: 10,841 shares; 2026Q2: 11,421 shares 11,421 $3.26M 0.03% +580 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,362 shares; 2024Q4: 13,016 shares; 2025Q1: 14,231 shares; 2025Q2: 21,140 shares; 2025Q3: 22,962 shares; 2025Q4: 25,562 shares; 2026Q1: 29,205 shares; 2026Q2: 33,502 shares 33,502 $3.24M 0.03% +4,297 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,822 shares; 2025Q3: 31,025 shares; 2025Q4: 30,597 shares; 2026Q1: 23,585 shares; 2026Q2: 28,431 shares 28,431 $3.23M 0.03% +4,846 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,129 shares; 2025Q4: 74,601 shares; 2026Q1: 75,739 shares; 2026Q2: 78,980 shares 78,980 $3.22M 0.03% +3,241 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,640 shares; 2026Q2: 62,059 shares 62,059 $3.19M 0.03% +3,419 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: 6,810 shares; 2025Q1: 7,059 shares; 2025Q2: 11,787 shares; 2025Q3: 9,934 shares; 2025Q4: 19,140 shares; 2026Q1: 19,786 shares; 2026Q2: 18,708 shares 18,708 $3.18M 0.03% -1,078 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,390 shares; 2024Q4: 26,071 shares; 2025Q1: 24,713 shares; 2025Q2: 28,127 shares; 2025Q3: 25,979 shares; 2025Q4: 6,008 shares; 2026Q1: 6,163 shares; 2026Q2: 71,063 shares 71,063 $3.13M 0.03% +64,900 Timeline RDVI 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: 67,458 shares; 2024Q4: 66,937 shares; 2025Q1: 62,499 shares; 2025Q2: 17,081 shares; 2025Q3: 16,858 shares; 2025Q4: 27,615 shares; 2026Q1: 65,870 shares; 2026Q2: 106,281 shares 106,281 $3.12M 0.03% +40,411 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,900 shares; 2024Q4: 57,779 shares; 2025Q1: 32,570 shares; 2025Q2: 27,274 shares; 2025Q3: 21,204 shares; 2025Q4: 23,516 shares; 2026Q1: 70,405 shares; 2026Q2: 52,039 shares 52,039 $3.11M 0.03% -18,366 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,668 shares; 2024Q4: 104,538 shares; 2025Q1: 51,739 shares; 2025Q2: 59,332 shares; 2025Q3: 60,476 shares; 2025Q4: 72,780 shares; 2026Q1: 54,644 shares; 2026Q2: 55,505 shares 55,505 $3.08M 0.03% +861 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,458 shares; 2024Q4: 82,796 shares; 2025Q1: 81,245 shares; 2025Q2: 79,359 shares; 2025Q3: 76,566 shares; 2025Q4: 76,205 shares; 2026Q1: 73,498 shares; 2026Q2: 72,118 shares 72,118 $3.08M 0.03% -1,380 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,479 shares; 2024Q4: 31,634 shares; 2025Q1: 18,047 shares; 2025Q2: 19,822 shares; 2025Q3: 20,140 shares; 2025Q4: 19,655 shares; 2026Q1: 13,868 shares; 2026Q2: 13,745 shares 13,745 $3.07M 0.03% -123 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,129 shares; 2024Q4: 101,234 shares; 2025Q1: 106,671 shares; 2025Q2: 118,196 shares; 2025Q3: 130,384 shares; 2025Q4: 129,848 shares; 2026Q1: 135,453 shares; 2026Q2: 129,161 shares 129,161 $3.07M 0.03% -6,292 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,200 shares; 2024Q4: 44,200 shares; 2025Q1: 44,338 shares; 2025Q2: 33,505 shares; 2025Q3: 33,505 shares; 2025Q4: 33,505 shares; 2026Q1: 33,932 shares; 2026Q2: 33,932 shares 33,932 $3.04M 0.03% 0 Timeline IBHF 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: 32,536 shares; 2026Q1: 102,226 shares; 2026Q2: 133,328 shares 133,328 $3.02M 0.03% +31,102 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,819 shares; 2024Q4: 10,520 shares; 2025Q1: 12,410 shares; 2025Q2: 60,898 shares; 2025Q3: 63,759 shares; 2025Q4: 63,267 shares; 2026Q1: 128,927 shares; 2026Q2: 134,651 shares 134,651 $3.01M 0.03% +5,724 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares; 2026Q2: 4 shares 4 $3M 0.03% -1 Timeline DFCF 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: 32,490 shares; 2025Q4: 50,499 shares; 2026Q1: 60,109 shares; 2026Q2: 70,764 shares 70,764 $2.99M 0.03% +10,655 Timeline FLRN 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: 19,461 shares; 2024Q4: 20,514 shares; 2025Q1: 28,882 shares; 2025Q2: 46,999 shares; 2025Q3: 35,246 shares; 2025Q4: 63,147 shares; 2026Q1: 86,140 shares; 2026Q2: 96,325 shares 96,325 $2.97M 0.03% +10,185 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: not reported; 2024Q4: not reported; 2025Q1: 11,923 shares; 2025Q2: 32,365 shares; 2025Q3: 39,151 shares; 2025Q4: 43,420 shares; 2026Q1: 51,458 shares; 2026Q2: 155,449 shares 155,449 $2.93M 0.03% +103,991 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,886 shares; 2024Q4: 4,411 shares; 2025Q1: 5,373 shares; 2025Q2: 4,413 shares; 2025Q3: 10,911 shares; 2025Q4: 10,351 shares; 2026Q1: 9,532 shares; 2026Q2: 9,642 shares 9,642 $2.92M 0.03% +110 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,973 shares; 2024Q4: 7,958 shares; 2025Q1: 8,237 shares; 2025Q2: 9,333 shares; 2025Q3: 18,473 shares; 2025Q4: 40,085 shares; 2026Q1: 29,306 shares; 2026Q2: 28,183 shares 28,183 $2.92M 0.03% -1,123 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,446 shares; 2024Q4: 946,574 shares; 2025Q1: 33,062 shares; 2025Q2: 45,501 shares; 2025Q3: 50,093 shares; 2025Q4: 59,588 shares; 2026Q1: 72,294 shares; 2026Q2: 80,270 shares 80,270 $2.9M 0.03% +7,976 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,652 shares; 2025Q4: 36,298 shares; 2026Q1: 47,512 shares; 2026Q2: 53,887 shares 53,887 $2.89M 0.03% +6,375 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,281 shares; 2024Q4: 15,225 shares; 2025Q1: 16,407 shares; 2025Q2: 46,572 shares; 2025Q3: 51,070 shares; 2025Q4: 41,872 shares; 2026Q1: 30,761 shares; 2026Q2: 36,563 shares 36,563 $2.86M 0.03% +5,802 Timeline BWX 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: 67,817 shares; 2025Q4: 83,150 shares; 2026Q1: 113,389 shares; 2026Q2: 131,343 shares 131,343 $2.85M 0.03% +17,954 Timeline FGD 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: 17,323 shares; 2024Q4: 16,882 shares; 2025Q1: 12,347 shares; 2025Q2: 12,572 shares; 2025Q3: 12,181 shares; 2025Q4: 12,230 shares; 2026Q1: 56,293 shares; 2026Q2: 88,198 shares 88,198 $2.82M 0.03% +31,905 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 108,285 shares; 2026Q1: 31,274 shares; 2026Q2: 117,503 shares 117,503 $2.75M 0.03% +86,229 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,470 shares; 2024Q4: 3,859 shares; 2025Q1: 3,140 shares; 2025Q2: 4,112 shares; 2025Q3: 3,803 shares; 2025Q4: 3,748 shares; 2026Q1: 3,825 shares; 2026Q2: 4,333 shares 4,333 $2.75M 0.03% +508 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,979 shares; 2024Q4: 4,700 shares; 2025Q1: 5,216 shares; 2025Q2: 7,929 shares; 2025Q3: 10,125 shares; 2025Q4: 15,376 shares; 2026Q1: 15,944 shares; 2026Q2: 16,236 shares 16,236 $2.74M 0.03% +292 Timeline FDL 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: 71,873 shares; 2024Q4: 70,749 shares; 2025Q1: 15,083 shares; 2025Q2: 15,839 shares; 2025Q3: 15,696 shares; 2025Q4: 16,354 shares; 2026Q1: 37,810 shares; 2026Q2: 55,960 shares 55,960 $2.72M 0.03% +18,150 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,021 shares; 2025Q3: 1,530 shares; 2025Q4: 2,184 shares; 2026Q1: 3,818 shares; 2026Q2: 2,796 shares 2,796 $2.7M 0.03% -1,022 Timeline DFGR 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: 25,155 shares; 2025Q4: 75,050 shares; 2026Q1: 86,769 shares; 2026Q2: 92,122 shares 92,122 $2.67M 0.03% +5,353 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,582 shares; 2024Q4: 14,126 shares; 2025Q1: 10,127 shares; 2025Q2: 9,432 shares; 2025Q3: 11,034 shares; 2025Q4: 14,505 shares; 2026Q1: 18,971 shares; 2026Q2: 14,358 shares 14,358 $2.65M 0.03% -4,613 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,611 shares; 2024Q4: 28,951 shares; 2025Q1: 114,870 shares; 2025Q2: 166,007 shares; 2025Q3: 345,218 shares; 2025Q4: 374,545 shares; 2026Q1: 10,038 shares; 2026Q2: 7,148 shares 7,148 $2.62M 0.03% -2,890 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,143 shares; 2024Q4: 52,783 shares; 2025Q1: 51,391 shares; 2025Q2: 56,880 shares; 2025Q3: 42,042 shares; 2025Q4: 36,865 shares; 2026Q1: 47,635 shares; 2026Q2: 63,710 shares 63,710 $2.57M 0.03% +16,075 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,739 shares; 2024Q4: 3,493 shares; 2025Q1: 3,400 shares; 2025Q2: 4,923 shares; 2025Q3: 4,602 shares; 2025Q4: 6,218 shares; 2026Q1: 7,088 shares; 2026Q2: 31,762 shares 31,762 $2.56M 0.03% +24,674 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,462 shares; 2024Q4: 4,132 shares; 2025Q1: 4,601 shares; 2025Q2: 5,173 shares; 2025Q3: 4,522 shares; 2025Q4: 41,071 shares; 2026Q1: 36,709 shares; 2026Q2: 35,593 shares 35,593 $2.54M 0.03% -1,116 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,627 shares; 2025Q4: 33,606 shares; 2026Q1: 47,273 shares; 2026Q2: 39,842 shares 39,842 $2.5M 0.03% -7,431 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,607 shares; 2024Q4: 37,150 shares; 2025Q1: 24,084 shares; 2025Q2: 20,702 shares; 2025Q3: 21,559 shares; 2025Q4: 30,233 shares; 2026Q1: 30,841 shares; 2026Q2: 32,186 shares 32,186 $2.48M 0.03% +1,345 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 957 shares; 2025Q1: 1,244 shares; 2025Q2: 1,201 shares; 2025Q3: 2,499 shares; 2025Q4: 3,123 shares; 2026Q1: 2,963 shares; 2026Q2: 3,442 shares 3,442 $2.48M 0.03% +479 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 4,305 shares; 2025Q1: 4,874 shares; 2025Q2: 5,007 shares; 2025Q3: 5,461 shares; 2025Q4: 5,427 shares; 2026Q1: 5,854 shares; 2026Q2: 6,008 shares 6,008 $2.46M 0.03% +154 Timeline GLW CORNING INC More: the full row for CORNING 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: 3,985 shares; 2025Q4: 5,202 shares; 2026Q1: 7,597 shares; 2026Q2: 9,497 shares 9,497 $2.43M 0.02% +1,900 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,998 shares; 2024Q4: 47,029 shares; 2025Q1: 28,421 shares; 2025Q2: 5,296 shares; 2025Q3: 5,259 shares; 2025Q4: 21,165 shares; 2026Q1: 15,500 shares; 2026Q2: 15,929 shares 15,929 $2.41M 0.02% +429 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,087 shares; 2024Q4: 15,352 shares; 2025Q1: 16,781 shares; 2025Q2: 15,634 shares; 2025Q3: 13,332 shares; 2025Q4: 20,779 shares; 2026Q1: 28,924 shares; 2026Q2: 41,842 shares 41,842 $2.41M 0.02% +12,918 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: 3,568 shares; 2024Q4: 3,570 shares; 2025Q1: 3,579 shares; 2025Q2: 3,511 shares; 2025Q3: 3,497 shares; 2025Q4: 3,510 shares; 2026Q1: 3,499 shares; 2026Q2: 3,584 shares 3,584 $2.39M 0.02% +85 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: 21,483 shares; 2024Q4: 24,881 shares; 2025Q1: 38,236 shares; 2025Q2: 43,845 shares; 2025Q3: 34,483 shares; 2025Q4: 27,632 shares; 2026Q1: 24,804 shares; 2026Q2: 28,839 shares 28,839 $2.38M 0.02% +4,035 Timeline SPIP 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: 21,886 shares; 2025Q1: 23,826 shares; 2025Q2: 40,304 shares; 2025Q3: 48,228 shares; 2025Q4: 58,823 shares; 2026Q1: 80,524 shares; 2026Q2: 92,292 shares 92,292 $2.37M 0.02% +11,768 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,887 shares; 2024Q4: 84,315 shares; 2025Q1: 75,988 shares; 2025Q2: 71,774 shares; 2025Q3: 72,879 shares; 2025Q4: 119,270 shares; 2026Q1: 76,041 shares; 2026Q2: 59,860 shares 59,860 $2.37M 0.02% -16,181 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,402 shares; 2025Q4: 45,430 shares; 2026Q1: 50,126 shares; 2026Q2: 52,128 shares 52,128 $2.36M 0.02% +2,002 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,191 shares; 2025Q4: 53,001 shares; 2026Q1: 56,222 shares; 2026Q2: 57,041 shares 57,041 $2.34M 0.02% +819 Timeline DFAW 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: 15,827 shares; 2026Q1: 24,033 shares; 2026Q2: 27,996 shares 27,996 $2.32M 0.02% +3,963 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,977 shares; 2024Q4: 81,012 shares; 2025Q1: 644,647 shares; 2025Q2: 77,035 shares; 2025Q3: 67,749 shares; 2025Q4: 63,153 shares; 2026Q1: 54,356 shares; 2026Q2: 48,738 shares 48,738 $2.29M 0.02% -5,618 Timeline PAVE 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: 10,491 shares; 2025Q3: 9,127 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,802 shares 38,802 $2.29M 0.02% new 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: 7,660 shares; 2024Q4: 8,258 shares; 2025Q1: 9,345 shares; 2025Q2: 10,114 shares; 2025Q3: 15,408 shares; 2025Q4: 23,570 shares; 2026Q1: 25,729 shares; 2026Q2: 26,250 shares 26,250 $2.28M 0.02% +521 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,867 shares; 2024Q4: 59,324 shares; 2025Q1: 55,415 shares; 2025Q2: 55,186 shares; 2025Q3: 53,410 shares; 2025Q4: 55,810 shares; 2026Q1: 51,981 shares; 2026Q2: 46,636 shares 46,636 $2.28M 0.02% -5,345 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,260 shares; 2026Q2: 122,478 shares 122,478 $2.27M 0.02% +43,218 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,438 shares; 2024Q4: 4,068 shares; 2025Q1: 5,082 shares; 2025Q2: 5,041 shares; 2025Q3: 5,559 shares; 2025Q4: 5,674 shares; 2026Q1: 8,042 shares; 2026Q2: 9,357 shares 9,357 $2.27M 0.02% +1,315 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,231 shares; 2024Q4: 38,426 shares; 2025Q1: 35,513 shares; 2025Q2: 137,689 shares; 2025Q3: 102,976 shares; 2025Q4: 38,137 shares; 2026Q1: 37,137 shares; 2026Q2: 37,778 shares 37,778 $2.25M 0.02% +641 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,856 shares; 2024Q4: 32,528 shares; 2025Q1: 31,804 shares; 2025Q2: 42,159 shares; 2025Q3: 41,248 shares; 2025Q4: 40,919 shares; 2026Q1: 40,894 shares; 2026Q2: 37,548 shares 37,548 $2.25M 0.02% -3,346 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 3,763 shares; 2025Q1: 3,460 shares; 2025Q2: 3,560 shares; 2025Q3: 3,805 shares; 2025Q4: 3,620 shares; 2026Q1: 4,296 shares; 2026Q2: 5,270 shares 5,270 $2.25M 0.02% +974 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: 23,080 shares; 2024Q4: 23,018 shares; 2025Q1: 26,543 shares; 2025Q2: 38,944 shares; 2025Q3: 45,824 shares; 2025Q4: 82,492 shares; 2026Q1: 99,386 shares; 2026Q2: 107,507 shares 107,507 $2.24M 0.02% +8,121 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,556 shares; 2024Q4: 21,851 shares; 2025Q1: 11,606 shares; 2025Q2: 12,549 shares; 2025Q3: 11,862 shares; 2025Q4: 12,475 shares; 2026Q1: 10,267 shares; 2026Q2: 7,604 shares 7,604 $2.21M 0.02% -2,663 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,920 shares; 2024Q4: 8,276 shares; 2025Q1: 9,307 shares; 2025Q2: 11,230 shares; 2025Q3: 21,129 shares; 2025Q4: 31,609 shares; 2026Q1: 34,737 shares; 2026Q2: 35,455 shares 35,455 $2.2M 0.02% +718 Timeline IUSV 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: 24,605 shares; 2025Q4: 23,651 shares; 2026Q1: 20,024 shares; 2026Q2: 19,889 shares 19,889 $2.19M 0.02% -135 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,678 shares; 2024Q4: 68,760 shares; 2025Q1: 10,045 shares; 2025Q2: 9,286 shares; 2025Q3: 8,253 shares; 2025Q4: 15,340 shares; 2026Q1: 15,957 shares; 2026Q2: 32,508 shares 32,508 $2.19M 0.02% +16,551 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,301 shares; 2024Q4: 24,621 shares; 2025Q1: 2,431 shares; 2025Q2: 2,343 shares; 2025Q3: 2,331 shares; 2025Q4: 2,956 shares; 2026Q1: 2,866 shares; 2026Q2: 2,882 shares 2,882 $2.18M 0.02% +16 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,570 shares; 2024Q4: 32,103 shares; 2025Q1: 33,798 shares; 2025Q2: 38,046 shares; 2025Q3: 45,789 shares; 2025Q4: 48,992 shares; 2026Q1: 49,393 shares; 2026Q2: 55,916 shares 55,916 $2.16M 0.02% +6,523 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,382 shares; 2024Q4: 82,733 shares; 2025Q1: 89,263 shares; 2025Q2: 93,741 shares; 2025Q3: 118,579 shares; 2025Q4: 96,650 shares; 2026Q1: 115,676 shares; 2026Q2: 111,137 shares 111,137 $2.12M 0.02% -4,539 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,110 shares 15,110 $2.12M 0.02% new Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,372 shares 18,372 $2.11M 0.02% new Timeline BNDD KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,823 shares 20,823 $2.11M 0.02% new Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,020 shares 104,020 $2.11M 0.02% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,741 shares; 2024Q4: 76,527 shares; 2025Q1: 100,002 shares; 2025Q2: 101,052 shares; 2025Q3: 18,774 shares; 2025Q4: 16,480 shares; 2026Q1: 20,566 shares; 2026Q2: 24,498 shares 24,498 $2.09M 0.02% +3,932 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,897 shares; 2026Q1: 25,545 shares; 2026Q2: 44,157 shares 44,157 $2.07M 0.02% +18,612 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,472 shares; 2024Q4: 15,794 shares; 2025Q1: 158,877 shares; 2025Q2: 37,828 shares; 2025Q3: 39,509 shares; 2025Q4: 21,296 shares; 2026Q1: 21,513 shares; 2026Q2: 20,831 shares 20,831 $2.06M 0.02% -682 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,315 shares; 2024Q4: 87,975 shares; 2025Q1: 124,677 shares; 2025Q2: 83,347 shares; 2025Q3: 32,432 shares; 2025Q4: 27,601 shares; 2026Q1: 57,427 shares; 2026Q2: 40,764 shares 40,764 $2.06M 0.02% -16,663 Timeline SCHJ 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: 36,834 shares; 2024Q4: 83,390 shares; 2025Q1: 88,863 shares; 2025Q2: 99,349 shares; 2025Q3: 105,164 shares; 2025Q4: 118,047 shares; 2026Q1: 77,546 shares; 2026Q2: 83,507 shares 83,507 $2.06M 0.02% +5,961 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,915 shares; 2025Q2: 7,444 shares; 2025Q3: 11,395 shares; 2025Q4: 15,357 shares; 2026Q1: 18,214 shares; 2026Q2: 17,651 shares 17,651 $2.05M 0.02% -563 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,592 shares; 2026Q2: 88,459 shares 88,459 $2.04M 0.02% +39,867 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,428 shares; 2024Q4: 30,658 shares; 2025Q1: 30,499 shares; 2025Q2: 30,424 shares; 2025Q3: 26,273 shares; 2025Q4: 23,673 shares; 2026Q1: 23,323 shares; 2026Q2: 23,822 shares 23,822 $2.04M 0.02% +499 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,692 shares; 2024Q4: 14,508 shares; 2025Q1: 14,462 shares; 2025Q2: 66,198 shares; 2025Q3: 7,354 shares; 2025Q4: 13,384 shares; 2026Q1: 25,334 shares; 2026Q2: 25,113 shares 25,113 $2.03M 0.02% -221 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,073 shares; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 5,990 shares; 2025Q4: 6,737 shares; 2026Q1: 7,364 shares; 2026Q2: 6,788 shares 6,788 $2.02M 0.02% -576 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,567 shares; 2024Q4: 16,003 shares; 2025Q1: 16,050 shares; 2025Q2: 2,245 shares; 2025Q3: 10,309 shares; 2025Q4: 11,512 shares; 2026Q1: 10,161 shares; 2026Q2: 10,201 shares 10,201 $2.02M 0.02% +40 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,424 shares; 2024Q4: 242,017 shares; 2025Q1: 244,567 shares; 2025Q2: 259,232 shares; 2025Q3: 207,707 shares; 2025Q4: 46,156 shares; 2026Q1: 46,380 shares; 2026Q2: 43,545 shares 43,545 $2M 0.02% -2,835 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,844 shares; 2025Q4: 54,575 shares; 2026Q1: 56,055 shares; 2026Q2: 56,864 shares 56,864 $2M 0.02% +809 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,725 shares; 2024Q4: 74,226 shares; 2025Q1: 112,031 shares; 2025Q2: 73,485 shares; 2025Q3: 31,778 shares; 2025Q4: 16,692 shares; 2026Q1: 35,778 shares; 2026Q2: 35,360 shares 35,360 $1.99M 0.02% -418 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,121 shares; 2024Q4: 19,077 shares; 2025Q1: 19,069 shares; 2025Q2: 20,861 shares; 2025Q3: 19,741 shares; 2025Q4: 37,875 shares; 2026Q1: 52,186 shares; 2026Q2: 56,766 shares 56,766 $1.98M 0.02% +4,580 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,379 shares; 2024Q4: 64,878 shares; 2025Q1: 62,877 shares; 2025Q2: 61,389 shares; 2025Q3: 59,868 shares; 2025Q4: 60,817 shares; 2026Q1: 61,504 shares; 2026Q2: 57,529 shares 57,529 $1.94M 0.02% -3,975 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,966 shares; 2025Q2: 5,562 shares; 2025Q3: 13,222 shares; 2025Q4: 23,168 shares; 2026Q1: 23,206 shares; 2026Q2: 24,024 shares 24,024 $1.93M 0.02% +818 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 1,167 shares; 2026Q1: 1,159 shares; 2026Q2: 3,884 shares 3,884 $1.92M 0.02% +2,725 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,267 shares; 2024Q4: 42,804 shares; 2025Q1: 138,759 shares; 2025Q2: 132,648 shares; 2025Q3: 94,594 shares; 2025Q4: 196,197 shares; 2026Q1: 221,312 shares; 2026Q2: 16,362 shares 16,362 $1.92M 0.02% -204,950 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,093 shares; 2024Q4: 9,451 shares; 2025Q1: 10,464 shares; 2025Q2: 10,841 shares; 2025Q3: 17,429 shares; 2025Q4: 18,791 shares; 2026Q1: 38,110 shares; 2026Q2: 20,737 shares 20,737 $1.88M 0.02% -17,373 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: 42,475 shares; 2024Q4: 44,876 shares; 2025Q1: 297,667 shares; 2025Q2: 360,796 shares; 2025Q3: 50,038 shares; 2025Q4: 51,222 shares; 2026Q1: 66,814 shares; 2026Q2: 58,831 shares 58,831 $1.88M 0.02% -7,983 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,578 shares; 2024Q4: 79,069 shares; 2025Q1: 76,956 shares; 2025Q2: 49,929 shares; 2025Q3: 47,654 shares; 2025Q4: 46,804 shares; 2026Q1: 47,339 shares; 2026Q2: 45,627 shares 45,627 $1.88M 0.02% -1,712 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,167 shares; 2024Q4: 2,350 shares; 2025Q1: 2,269 shares; 2025Q2: 2,399 shares; 2025Q3: 1,071 shares; 2025Q4: 12,618 shares; 2026Q1: 8,380 shares; 2026Q2: 7,882 shares 7,882 $1.88M 0.02% -498 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,318 shares; 2025Q3: 25,443 shares; 2025Q4: 25,287 shares; 2026Q1: 24,965 shares; 2026Q2: 43,191 shares 43,191 $1.88M 0.02% +18,226 Timeline FLIA 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: 97,481 shares; 2024Q4: 111,982 shares; 2025Q1: 119,732 shares; 2025Q2: 128,903 shares; 2025Q3: 137,008 shares; 2025Q4: 156,475 shares; 2026Q1: 86,083 shares; 2026Q2: 90,751 shares 90,751 $1.86M 0.02% +4,668 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,208 shares; 2025Q4: 17,241 shares; 2026Q1: 17,980 shares; 2026Q2: 19,525 shares 19,525 $1.86M 0.02% +1,545 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,270 shares; 2025Q1: 18,853 shares; 2025Q2: 21,183 shares; 2025Q3: 30,512 shares; 2025Q4: 53,548 shares; 2026Q1: 55,500 shares; 2026Q2: 63,600 shares 63,600 $1.84M 0.02% +8,100 Timeline AEMS TWO RDS SHARED TR More: the full row for TWO RDS SHARED 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: 11,532,559 shares; 2026Q1: 12,459,908 shares; 2026Q2: 151,938 shares 151,938 $1.84M 0.02% -12,307,970 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 8,806 shares; 2026Q1: 8,845 shares; 2026Q2: 8,244 shares 8,244 $1.84M 0.02% -601 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,928 shares; 2024Q4: 8,844 shares; 2025Q1: 7,574 shares; 2025Q2: 6,177 shares; 2025Q3: 12,817 shares; 2025Q4: 25,871 shares; 2026Q1: 31,257 shares; 2026Q2: 27,679 shares 27,679 $1.83M 0.02% -3,578 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,501 shares; 2024Q4: 36,009 shares; 2025Q1: 3,793 shares; 2025Q2: 3,620 shares; 2025Q3: 2,775 shares; 2025Q4: 3,793 shares; 2026Q1: 9,359 shares; 2026Q2: 8,926 shares 8,926 $1.83M 0.02% -433 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,178 shares; 2024Q4: 23,239 shares; 2025Q1: 28,657 shares; 2025Q2: 37,183 shares; 2025Q3: 38,943 shares; 2025Q4: 37,599 shares; 2026Q1: 38,524 shares; 2026Q2: 35,251 shares 35,251 $1.83M 0.02% -3,273 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,115 shares 8,115 $1.82M 0.02% new Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,028 shares; 2025Q4: 12,399 shares; 2026Q1: 45,002 shares; 2026Q2: 40,397 shares 40,397 $1.81M 0.02% -4,605 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,849 shares; 2024Q4: 32,234 shares; 2025Q1: 35,786 shares; 2025Q2: 38,180 shares; 2025Q3: 34,383 shares; 2025Q4: 33,235 shares; 2026Q1: 36,971 shares; 2026Q2: 37,976 shares 37,976 $1.81M 0.02% +1,005 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,225 shares; 2024Q4: 22,955 shares; 2025Q1: 25,208 shares; 2025Q2: 36,419 shares; 2025Q3: 30,901 shares; 2025Q4: 29,864 shares; 2026Q1: 43,492 shares; 2026Q2: 42,128 shares 42,128 $1.81M 0.02% -1,364 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,658 shares; 2025Q4: 46,528 shares; 2026Q1: 51,519 shares; 2026Q2: 54,343 shares 54,343 $1.81M 0.02% +2,824 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: 4,529 shares; 2024Q4: 4,355 shares; 2025Q1: 4,452 shares; 2025Q2: 5,002 shares; 2025Q3: 5,805 shares; 2025Q4: 7,153 shares; 2026Q1: 7,254 shares; 2026Q2: 8,010 shares 8,010 $1.79M 0.02% +756 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,423 shares; 2024Q4: 25,865 shares; 2025Q1: 24,729 shares; 2025Q2: 20,773 shares; 2025Q3: 19,548 shares; 2025Q4: 21,732 shares; 2026Q1: 20,240 shares; 2026Q2: 18,596 shares 18,596 $1.79M 0.02% -1,644 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,156 shares; 2024Q4: 3,064 shares; 2025Q1: 4,214 shares; 2025Q2: 4,194 shares; 2025Q3: 2,144 shares; 2025Q4: 1,944 shares; 2026Q1: 2,202 shares; 2026Q2: 10,709 shares 10,709 $1.78M 0.02% +8,507 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,263 shares; 2025Q1: 1,789 shares; 2025Q2: 1,683 shares; 2025Q3: not reported; 2025Q4: 3,849 shares; 2026Q1: 8,812 shares; 2026Q2: 9,276 shares 9,276 $1.78M 0.02% +464 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: 46,079 shares; 2024Q4: 40,955 shares; 2025Q1: 39,583 shares; 2025Q2: 39,543 shares; 2025Q3: 29,018 shares; 2025Q4: 29,722 shares; 2026Q1: 31,795 shares; 2026Q2: 37,338 shares 37,338 $1.77M 0.02% +5,543 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: 7,787 shares; 2024Q4: 8,188 shares; 2025Q1: 8,157 shares; 2025Q2: 8,048 shares; 2025Q3: 6,612 shares; 2025Q4: 14,206 shares; 2026Q1: 15,228 shares; 2026Q2: 16,040 shares 16,040 $1.77M 0.02% +812 Timeline IBHG 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: 23,465 shares; 2026Q1: 54,452 shares; 2026Q2: 80,213 shares 80,213 $1.77M 0.02% +25,761 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: 4,817 shares; 2024Q4: 4,090 shares; 2025Q1: 4,310 shares; 2025Q2: 4,343 shares; 2025Q3: 11,976 shares; 2025Q4: 21,137 shares; 2026Q1: 21,673 shares; 2026Q2: 23,104 shares 23,104 $1.77M 0.02% +1,431 Timeline VTIP 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: 17,536 shares; 2024Q4: 31,271 shares; 2025Q1: 59,612 shares; 2025Q2: 16,065 shares; 2025Q3: 20,041 shares; 2025Q4: 19,143 shares; 2026Q1: 26,749 shares; 2026Q2: 34,897 shares 34,897 $1.75M 0.02% +8,148 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,771 shares; 2024Q4: 198,659 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,423 shares; 2025Q4: 23,721 shares; 2026Q1: 25,909 shares; 2026Q2: 28,189 shares 28,189 $1.74M 0.02% +2,280 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: 5,001 shares; 2024Q4: 5,006 shares; 2025Q1: 5,040 shares; 2025Q2: 5,031 shares; 2025Q3: 5,727 shares; 2025Q4: 5,760 shares; 2026Q1: 5,748 shares; 2026Q2: 4,837 shares 4,837 $1.74M 0.02% -911 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; 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: 143,700 shares 143,700 $1.73M 0.02% new 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: 6,728 shares; 2025Q3: 16,522 shares; 2025Q4: 8,985 shares; 2026Q1: 17,071 shares; 2026Q2: 32,456 shares 32,456 $1.73M 0.02% +15,385 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,212 shares; 2026Q2: 64,565 shares 64,565 $1.73M 0.02% +9,353 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,014 shares 14,014 $1.72M 0.02% new Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,236 shares; 2024Q4: 6,583 shares; 2025Q1: not reported; 2025Q2: 43,485 shares; 2025Q3: 43,033 shares; 2025Q4: 42,892 shares; 2026Q1: 42,465 shares; 2026Q2: 41,171 shares 41,171 $1.71M 0.02% -1,294 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,762 shares; 2025Q1: 29,705 shares; 2025Q2: 27,429 shares; 2025Q3: 55,589 shares; 2025Q4: 55,460 shares; 2026Q1: 42,867 shares; 2026Q2: 43,516 shares 43,516 $1.71M 0.02% +649 Timeline SIL 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: 105,993 shares; 2025Q4: 133,178 shares; 2026Q1: 8,317 shares; 2026Q2: 22,003 shares 22,003 $1.7M 0.02% +13,686 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,011 shares; 2024Q4: 2,075 shares; 2025Q1: 4,413 shares; 2025Q2: 4,460 shares; 2025Q3: 3,817 shares; 2025Q4: 3,787 shares; 2026Q1: 4,108 shares; 2026Q2: 5,414 shares 5,414 $1.7M 0.02% +1,306 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,399 shares; 2024Q4: 16,534 shares; 2025Q1: 17,435 shares; 2025Q2: 14,693 shares; 2025Q3: 18,761 shares; 2025Q4: 19,596 shares; 2026Q1: 13,947 shares; 2026Q2: 20,599 shares 20,599 $1.7M 0.02% +6,652 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,821 shares; 2025Q4: 17,634 shares; 2026Q1: 18,598 shares; 2026Q2: 19,442 shares 19,442 $1.69M 0.02% +844 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,055 shares; 2024Q4: 33,433 shares; 2025Q1: 33,296 shares; 2025Q2: 32,844 shares; 2025Q3: 29,199 shares; 2025Q4: 26,269 shares; 2026Q1: 25,725 shares; 2026Q2: 26,433 shares 26,433 $1.69M 0.02% +708 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: 23,028 shares; 2024Q4: 21,156 shares; 2025Q1: 18,570 shares; 2025Q2: 20,093 shares; 2025Q3: 15,790 shares; 2025Q4: 14,585 shares; 2026Q1: 15,298 shares; 2026Q2: 16,449 shares 16,449 $1.68M 0.02% +1,151 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,812 shares; 2024Q4: 3,852 shares; 2025Q1: 2,533 shares; 2025Q2: 3,272 shares; 2025Q3: 4,787 shares; 2025Q4: 5,280 shares; 2026Q1: 6,168 shares; 2026Q2: 6,740 shares 6,740 $1.67M 0.02% +572 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: not reported; 2025Q1: 33,405 shares; 2025Q2: 69,915 shares; 2025Q3: 15,114 shares; 2025Q4: 169,981 shares; 2026Q1: 189,817 shares; 2026Q2: 172,427 shares 172,427 $1.67M 0.02% -17,390 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,817 shares; 2024Q4: 32,263 shares; 2025Q1: 31,687 shares; 2025Q2: 30,016 shares; 2025Q3: 41,213 shares; 2025Q4: 39,926 shares; 2026Q1: 38,109 shares; 2026Q2: 36,573 shares 36,573 $1.67M 0.02% -1,536 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: 2,487 shares; 2024Q4: 2,473 shares; 2025Q1: 2,694 shares; 2025Q2: 3,118 shares; 2025Q3: 3,180 shares; 2025Q4: 2,983 shares; 2026Q1: 3,000 shares; 2026Q2: 5,231 shares 5,231 $1.66M 0.02% +2,231 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,416 shares; 2025Q3: 121,134 shares; 2025Q4: 124,134 shares; 2026Q1: 101,893 shares; 2026Q2: 119,465 shares 119,465 $1.66M 0.02% +17,572 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259,220 shares; 2025Q4: 141,421 shares; 2026Q1: 15,603 shares; 2026Q2: 21,885 shares 21,885 $1.65M 0.02% +6,282 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,190 shares; 2025Q3: 16,288 shares; 2025Q4: 16,401 shares; 2026Q1: 20,987 shares; 2026Q2: 21,157 shares 21,157 $1.62M 0.02% +170 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 56,906 shares; 2025Q4: 45,185 shares; 2026Q1: not reported; 2026Q2: 41,989 shares 41,989 $1.61M 0.02% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,598 shares; 2024Q4: 1,871 shares; 2025Q1: 1,867 shares; 2025Q2: 2,195 shares; 2025Q3: 2,449 shares; 2025Q4: 2,761 shares; 2026Q1: 2,712 shares; 2026Q2: 19,443 shares 19,443 $1.61M 0.02% +16,731 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,650 shares; 2024Q4: 27,477 shares; 2025Q1: 32,048 shares; 2025Q2: 34,319 shares; 2025Q3: 35,828 shares; 2025Q4: 35,873 shares; 2026Q1: 36,777 shares; 2026Q2: 33,595 shares 33,595 $1.6M 0.02% -3,182 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,166 shares; 2024Q4: 30,804 shares; 2025Q1: 33,356 shares; 2025Q2: 36,272 shares; 2025Q3: 38,771 shares; 2025Q4: 43,844 shares; 2026Q1: 47,753 shares; 2026Q2: 51,095 shares 51,095 $1.6M 0.02% +3,342 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,856 shares; 2024Q4: 8,058 shares; 2025Q1: 8,609 shares; 2025Q2: 9,802 shares; 2025Q3: 9,478 shares; 2025Q4: 8,804 shares; 2026Q1: 9,303 shares; 2026Q2: 13,858 shares 13,858 $1.58M 0.02% +4,555 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,433 shares; 2026Q2: 51,666 shares 51,666 $1.58M 0.02% +17,233 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: 58,823 shares; 2024Q4: 71,171 shares; 2025Q1: 121,653 shares; 2025Q2: 70,323 shares; 2025Q3: 9,267 shares; 2025Q4: 8,402 shares; 2026Q1: 82,580 shares; 2026Q2: 41,234 shares 41,234 $1.58M 0.02% -41,346 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,886 shares; 2024Q4: 24,547 shares; 2025Q1: 24,179 shares; 2025Q2: 42,563 shares; 2025Q3: 37,853 shares; 2025Q4: 34,000 shares; 2026Q1: 34,846 shares; 2026Q2: 32,630 shares 32,630 $1.57M 0.02% -2,216 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 15,776 shares; 2026Q1: 36,586 shares; 2026Q2: 63,323 shares 63,323 $1.57M 0.02% +26,737 Timeline JIVE 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: 6,279 shares; 2026Q1: 21,898 shares; 2026Q2: 17,058 shares 17,058 $1.57M 0.02% -4,840 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 3,907 shares; 2025Q4: 4,232 shares; 2026Q1: 6,140 shares; 2026Q2: 8,891 shares 8,891 $1.57M 0.02% +2,751 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,668 shares; 2024Q4: 10,747 shares; 2025Q1: 11,293 shares; 2025Q2: 11,079 shares; 2025Q3: 14,521 shares; 2025Q4: 11,631 shares; 2026Q1: 9,288 shares; 2026Q2: 32,170 shares 32,170 $1.56M 0.02% +22,882 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,765 shares; 2026Q2: 78,879 shares 78,879 $1.54M 0.02% +6,114 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,187 shares 74,187 $1.54M 0.02% new Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,710 shares; 2025Q1: 12,246 shares; 2025Q2: 13,902 shares; 2025Q3: 21,150 shares; 2025Q4: 26,225 shares; 2026Q1: 30,764 shares; 2026Q2: 41,309 shares 41,309 $1.54M 0.02% +10,545 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,268 shares; 2024Q4: 13,401 shares; 2025Q1: 13,911 shares; 2025Q2: 13,469 shares; 2025Q3: 12,893 shares; 2025Q4: 21,179 shares; 2026Q1: 12,369 shares; 2026Q2: 14,789 shares 14,789 $1.54M 0.02% +2,420 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,975 shares; 2026Q1: 2,722 shares; 2026Q2: 2,402 shares 2,402 $1.53M 0.02% -320 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: 2,875 shares; 2024Q4: 2,997 shares; 2025Q1: 2,791 shares; 2025Q2: 2,651 shares; 2025Q3: 2,759 shares; 2025Q4: 3,649 shares; 2026Q1: 4,486 shares; 2026Q2: 5,596 shares 5,596 $1.52M 0.02% +1,110 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,473 shares; 2024Q4: 7,196 shares; 2025Q1: 7,036 shares; 2025Q2: 7,196 shares; 2025Q3: 5,595 shares; 2025Q4: 5,062 shares; 2026Q1: 5,001 shares; 2026Q2: 5,047 shares 5,047 $1.5M 0.02% +46 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS 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: 6,299 shares; 2025Q4: 17,562 shares; 2026Q1: 18,977 shares; 2026Q2: 20,035 shares 20,035 $1.49M 0.02% +1,058 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215,180 shares; 2025Q4: 82,834 shares; 2026Q1: 26,674 shares; 2026Q2: 53,735 shares 53,735 $1.49M 0.02% +27,061 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 6,249 shares; 2025Q4: 22,395 shares; 2026Q1: 29,782 shares; 2026Q2: 31,884 shares 31,884 $1.48M 0.02% +2,102 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 608 shares; 2025Q1: 738 shares; 2025Q2: 819 shares; 2025Q3: 1,143 shares; 2025Q4: 1,221 shares; 2026Q1: 1,071 shares; 2026Q2: 2,641 shares 2,641 $1.48M 0.02% +1,570 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 21,905 shares; 2025Q4: 49,805 shares; 2026Q1: 55,590 shares; 2026Q2: 55,044 shares 55,044 $1.45M 0.01% -546 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,124 shares; 2024Q4: 14,708 shares; 2025Q1: 28,391 shares; 2025Q2: 34,571 shares; 2025Q3: 32,543 shares; 2025Q4: 39,139 shares; 2026Q1: 44,198 shares; 2026Q2: 42,473 shares 42,473 $1.45M 0.01% -1,725 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,898 shares; 2024Q4: 41,381 shares; 2025Q1: 41,261 shares; 2025Q2: 40,199 shares; 2025Q3: 33,245 shares; 2025Q4: 31,720 shares; 2026Q1: 31,338 shares; 2026Q2: 29,091 shares 29,091 $1.45M 0.01% -2,247 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: 9,302 shares; 2024Q4: 8,994 shares; 2025Q1: 9,034 shares; 2025Q2: 8,698 shares; 2025Q3: 9,485 shares; 2025Q4: 8,546 shares; 2026Q1: 9,483 shares; 2026Q2: 9,996 shares 9,996 $1.45M 0.01% +513 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR 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: 54,004 shares; 2026Q2: 60,010 shares 60,010 $1.45M 0.01% +6,006 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: 837 shares; 2024Q4: 2,742 shares; 2025Q1: 1,329 shares; 2025Q2: 1,283 shares; 2025Q3: 1,392 shares; 2025Q4: 940 shares; 2026Q1: not reported; 2026Q2: 6,590 shares 6,590 $1.44M 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,956 shares; 2024Q4: 201,495 shares; 2025Q1: 6,623 shares; 2025Q2: 20,099 shares; 2025Q3: 12,250 shares; 2025Q4: 16,457 shares; 2026Q1: 16,241 shares; 2026Q2: 17,232 shares 17,232 $1.43M 0.01% +991 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,042 shares; 2024Q4: 8,613 shares; 2025Q1: 21,267 shares; 2025Q2: 24,981 shares; 2025Q3: 43,443 shares; 2025Q4: 41,933 shares; 2026Q1: 39,799 shares; 2026Q2: 38,589 shares 38,589 $1.42M 0.01% -1,210 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 716 shares; 2025Q1: 817 shares; 2025Q2: 837 shares; 2025Q3: 946 shares; 2025Q4: 852 shares; 2026Q1: 879 shares; 2026Q2: 1,256 shares 1,256 $1.42M 0.01% +377 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 4,618 shares; 2025Q1: 5,074 shares; 2025Q2: 8,117 shares; 2025Q3: 4,098 shares; 2025Q4: 6,584 shares; 2026Q1: 6,708 shares; 2026Q2: 7,547 shares 7,547 $1.42M 0.01% +839 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,954 shares; 2024Q4: 7,541 shares; 2025Q1: 13,846 shares; 2025Q2: 11,270 shares; 2025Q3: 11,770 shares; 2025Q4: 10,865 shares; 2026Q1: 8,728 shares; 2026Q2: 10,312 shares 10,312 $1.41M 0.01% +1,584 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: 12,850 shares; 2024Q4: 11,781 shares; 2025Q1: 8,712 shares; 2025Q2: 3,183 shares; 2025Q3: 7,278 shares; 2025Q4: 10,016 shares; 2026Q1: 10,179 shares; 2026Q2: 9,634 shares 9,634 $1.41M 0.01% -545 Timeline SCHV 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: 4,034 shares; 2024Q4: 16,057 shares; 2025Q1: 15,093 shares; 2025Q2: 18,327 shares; 2025Q3: 36,449 shares; 2025Q4: 35,902 shares; 2026Q1: 41,337 shares; 2026Q2: 40,511 shares 40,511 $1.41M 0.01% -826 Timeline DBEF 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: 10,867 shares; 2025Q4: 16,654 shares; 2026Q1: 21,241 shares; 2026Q2: 25,702 shares 25,702 $1.4M 0.01% +4,461 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,476 shares; 2025Q4: 25,478 shares; 2026Q1: 7,470 shares; 2026Q2: 8,447 shares 8,447 $1.4M 0.01% +977 Timeline IWC 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: 5,215 shares; 2025Q3: 6,021 shares; 2025Q4: 6,286 shares; 2026Q1: 12,221 shares; 2026Q2: 6,952 shares 6,952 $1.39M 0.01% -5,269 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615,557 shares; 2024Q4: 26,234 shares; 2025Q1: 27,468 shares; 2025Q2: 24,177 shares; 2025Q3: 24,365 shares; 2025Q4: 25,573 shares; 2026Q1: 26,025 shares; 2026Q2: 24,966 shares 24,966 $1.39M 0.01% -1,059 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,007 shares; 2024Q4: 21,032 shares; 2025Q1: 24,160 shares; 2025Q2: 23,236 shares; 2025Q3: 31,499 shares; 2025Q4: 26,979 shares; 2026Q1: 27,026 shares; 2026Q2: 28,426 shares 28,426 $1.38M 0.01% +1,400 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,962 shares; 2024Q4: 6,210 shares; 2025Q1: 4,628 shares; 2025Q2: 4,260 shares; 2025Q3: 13,274 shares; 2025Q4: 15,026 shares; 2026Q1: 16,287 shares; 2026Q2: 17,866 shares 17,866 $1.37M 0.01% +1,579 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,166 shares; 2026Q2: 26,251 shares 26,251 $1.37M 0.01% +9,085 Timeline