GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,718 shares; 2024Q4: 4,737 shares; 2025Q1: 11,554 shares; 2025Q2: 5,590 shares; 2025Q3: 4,514 shares; 2025Q4: 4,515 shares; 2026Q1: 4,585 shares; 2026Q2: 4,667 shares 4,667 $1.19M 0.02% +82 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: 19,022 shares; 2024Q4: 19,002 shares; 2025Q1: 46,551 shares; 2025Q2: 20,199 shares; 2025Q3: 24,680 shares; 2025Q4: 25,947 shares; 2026Q1: 25,586 shares; 2026Q2: 25,351 shares 25,351 $1.19M 0.02% -235 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: 29,621 shares; 2025Q1: 36,973 shares; 2025Q2: 37,976 shares; 2025Q3: 37,972 shares; 2025Q4: 19,525 shares; 2026Q1: 21,232 shares; 2026Q2: 22,621 shares 22,621 $1.18M 0.02% +1,389 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,859 shares; 2025Q1: 99,609 shares; 2025Q2: 57,664 shares; 2025Q3: 43,811 shares; 2025Q4: 42,109 shares; 2026Q1: 41,517 shares; 2026Q2: 38,766 shares 38,766 $1.18M 0.02% -2,751 Timeline SPGP 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: 43,723 shares; 2024Q4: 43,095 shares; 2025Q1: 78,610 shares; 2025Q2: 22,132 shares; 2025Q3: 22,623 shares; 2025Q4: 22,008 shares; 2026Q1: 9,807 shares; 2026Q2: 9,571 shares 9,571 $1.17M 0.02% -236 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71,142 shares; 2025Q1: 70,355 shares; 2025Q2: 70,205 shares; 2025Q3: 87,671 shares; 2025Q4: 85,284 shares; 2026Q1: 74,459 shares; 2026Q2: 70,887 shares 70,887 $1.17M 0.02% -3,572 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: 7,028 shares; 2024Q4: 7,169 shares; 2025Q1: 17,116 shares; 2025Q2: 11,260 shares; 2025Q3: 10,245 shares; 2025Q4: 10,330 shares; 2026Q1: 10,116 shares; 2026Q2: 10,533 shares 10,533 $1.17M 0.02% +417 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 5,729 shares 5,729 $1.16M 0.02% +5,699 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,925 shares; 2024Q4: 7,435 shares; 2025Q1: 10,867 shares; 2025Q2: 12,002 shares; 2025Q3: 13,557 shares; 2025Q4: 12,812 shares; 2026Q1: 12,667 shares; 2026Q2: 11,637 shares 11,637 $1.16M 0.02% -1,030 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,359 shares; 2024Q4: 6,194 shares; 2025Q1: 12,690 shares; 2025Q2: 5,754 shares; 2025Q3: 5,869 shares; 2025Q4: 16,949 shares; 2026Q1: 16,954 shares; 2026Q2: 17,140 shares 17,140 $1.15M 0.02% +186 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 878 shares; 2025Q1: 1,768 shares; 2025Q2: 3,782 shares; 2025Q3: 3,317 shares; 2025Q4: 3,317 shares; 2026Q1: 3,317 shares; 2026Q2: 3,322 shares 3,322 $1.14M 0.02% +5 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808 shares; 2024Q4: 1,815 shares; 2025Q1: 5,587 shares; 2025Q2: 2,273 shares; 2025Q3: 636 shares; 2025Q4: 651 shares; 2026Q1: 1,150 shares; 2026Q2: 1,152 shares 1,152 $1.13M 0.02% +2 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: 7,371 shares; 2024Q4: 7,989 shares; 2025Q1: 24,519 shares; 2025Q2: 18,076 shares; 2025Q3: 16,874 shares; 2025Q4: 17,827 shares; 2026Q1: 18,579 shares; 2026Q2: 23,588 shares 23,588 $1.13M 0.02% +5,009 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,495 shares; 2024Q4: 12,115 shares; 2025Q1: 26,007 shares; 2025Q2: 12,445 shares; 2025Q3: 12,445 shares; 2025Q4: 12,953 shares; 2026Q1: 13,166 shares; 2026Q2: 13,211 shares 13,211 $1.13M 0.02% +45 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,547 shares; 2024Q4: 8,592 shares; 2025Q1: 2,108 shares; 2025Q2: 957 shares; 2025Q3: 410 shares; 2025Q4: 412 shares; 2026Q1: 371 shares; 2026Q2: 3,720 shares 3,720 $1.12M 0.02% +3,349 Timeline PPA 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: 2,380 shares; 2024Q4: 2,608 shares; 2025Q1: 5,816 shares; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 3,094 shares; 2026Q1: 3,894 shares; 2026Q2: 6,344 shares 6,344 $1.12M 0.02% +2,450 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: 37,033 shares; 2024Q4: 50,282 shares; 2025Q1: 112,142 shares; 2025Q2: 57,375 shares; 2025Q3: 66,793 shares; 2025Q4: 67,858 shares; 2026Q1: 58,529 shares; 2026Q2: 48,734 shares 48,734 $1.12M 0.02% -9,795 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,935 shares; 2024Q4: 388,935 shares; 2025Q1: 850,670 shares; 2025Q2: 423,235 shares; 2025Q3: 360,175 shares; 2025Q4: 243,327 shares; 2026Q1: 240,927 shares; 2026Q2: 240,427 shares 240,427 $1.12M 0.02% -500 Timeline FTSL 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: 23,239 shares; 2024Q4: 22,635 shares; 2025Q1: 218,175 shares; 2025Q2: 109,432 shares; 2025Q3: 33,610 shares; 2025Q4: 33,167 shares; 2026Q1: 30,172 shares; 2026Q2: 24,905 shares 24,905 $1.11M 0.02% -5,267 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,837 shares; 2024Q4: 42,837 shares; 2025Q1: 41,637 shares; 2025Q2: 41,637 shares; 2025Q3: 41,637 shares; 2025Q4: 38,237 shares; 2026Q1: 38,237 shares; 2026Q2: 36,237 shares 36,237 $1.11M 0.02% -2,000 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 7,627 shares; 2026Q1: 18,127 shares; 2026Q2: 29,551 shares 29,551 $1.11M 0.02% +11,424 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526 shares; 2024Q4: 2,527 shares; 2025Q1: 6,177 shares; 2025Q2: 4,361 shares; 2025Q3: 4,040 shares; 2025Q4: 4,032 shares; 2026Q1: 3,911 shares; 2026Q2: 4,092 shares 4,092 $1.11M 0.02% +181 Timeline FVC 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: 14,608 shares; 2024Q4: 13,688 shares; 2025Q1: 46,263 shares; 2025Q2: 32,160 shares; 2025Q3: 31,860 shares; 2025Q4: 26,840 shares; 2026Q1: 29,640 shares; 2026Q2: 25,231 shares 25,231 $1.11M 0.02% -4,409 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,599 shares; 2024Q4: 16,951 shares; 2025Q1: 12,074 shares; 2025Q2: 10,228 shares; 2025Q3: 10,991 shares; 2025Q4: 10,483 shares; 2026Q1: 10,673 shares; 2026Q2: 10,557 shares 10,557 $1.1M 0.02% -116 Timeline VCSH 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: 11,522 shares; 2024Q4: 11,883 shares; 2025Q1: 28,817 shares; 2025Q2: 13,055 shares; 2025Q3: 13,164 shares; 2025Q4: 12,783 shares; 2026Q1: 13,281 shares; 2026Q2: 13,867 shares 13,867 $1.1M 0.02% +586 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,827 shares; 2024Q4: 6,508 shares; 2025Q1: 14,845 shares; 2025Q2: 7,074 shares; 2025Q3: 5,419 shares; 2025Q4: 5,082 shares; 2026Q1: 4,921 shares; 2026Q2: 4,809 shares 4,809 $1.09M 0.02% -112 Timeline TDIV 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: 3,419 shares; 2024Q4: 4,127 shares; 2025Q1: 12,310 shares; 2025Q2: 7,136 shares; 2025Q3: 7,796 shares; 2025Q4: 8,448 shares; 2026Q1: 8,659 shares; 2026Q2: 9,490 shares 9,490 $1.09M 0.02% +831 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 360 shares; 2025Q1: 12,559 shares; 2025Q2: 13,879 shares; 2025Q3: 15,019 shares; 2025Q4: 15,976 shares; 2026Q1: 18,685 shares; 2026Q2: 19,042 shares 19,042 $1.09M 0.02% +357 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: 5,889 shares; 2024Q4: 6,202 shares; 2025Q1: 22,023 shares; 2025Q2: 3,799 shares; 2025Q3: 3,137 shares; 2025Q4: 3,167 shares; 2026Q1: 3,249 shares; 2026Q2: 3,208 shares 3,208 $1.09M 0.02% -41 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,299 shares; 2024Q4: 16,207 shares; 2025Q1: 33,928 shares; 2025Q2: 17,895 shares; 2025Q3: 17,755 shares; 2025Q4: 17,751 shares; 2026Q1: 19,788 shares; 2026Q2: 21,789 shares 21,789 $1.07M 0.02% +2,001 Timeline PFXF 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: 64,855 shares; 2024Q4: 64,799 shares; 2025Q1: 134,543 shares; 2025Q2: 71,696 shares; 2025Q3: 69,642 shares; 2025Q4: 66,694 shares; 2026Q1: 60,275 shares; 2026Q2: 59,940 shares 59,940 $1.07M 0.02% -335 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,522 shares; 2024Q4: 23,122 shares; 2025Q1: 69,834 shares; 2025Q2: 36,896 shares; 2025Q3: 36,057 shares; 2025Q4: 35,557 shares; 2026Q1: 34,157 shares; 2026Q2: 31,507 shares 31,507 $1.07M 0.02% -2,650 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,403 shares; 2024Q4: 7,868 shares; 2025Q1: 18,028 shares; 2025Q2: 8,388 shares; 2025Q3: 8,421 shares; 2025Q4: 8,421 shares; 2026Q1: 8,049 shares; 2026Q2: 8,295 shares 8,295 $1.06M 0.02% +246 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: 4,037 shares; 2024Q4: 3,990 shares; 2025Q1: 9,563 shares; 2025Q2: 5,026 shares; 2025Q3: 5,751 shares; 2025Q4: 5,651 shares; 2026Q1: 5,911 shares; 2026Q2: 5,585 shares 5,585 $1.05M 0.02% -326 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,820 shares; 2024Q4: 39,066 shares; 2025Q1: 85,525 shares; 2025Q2: 34,011 shares; 2025Q3: 33,956 shares; 2025Q4: 34,982 shares; 2026Q1: 37,078 shares; 2026Q2: 38,475 shares 38,475 $1.05M 0.02% +1,397 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,471 shares; 2024Q4: 9,483 shares; 2025Q1: 33,200 shares; 2025Q2: 16,867 shares; 2025Q3: 17,817 shares; 2025Q4: 20,658 shares; 2026Q1: 20,866 shares; 2026Q2: 20,865 shares 20,865 $1.03M 0.02% -1 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,286 shares; 2025Q3: 38,993 shares; 2025Q4: 49,510 shares; 2026Q1: 71,145 shares; 2026Q2: 93,984 shares 93,984 $1.02M 0.02% +22,839 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: 4,940 shares; 2024Q4: 4,943 shares; 2025Q1: 11,804 shares; 2025Q2: 6,316 shares; 2025Q3: 6,012 shares; 2025Q4: 5,881 shares; 2026Q1: 6,029 shares; 2026Q2: 8,640 shares 8,640 $1.02M 0.02% +2,611 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,700 shares; 2024Q4: 23,634 shares; 2025Q1: 206,489 shares; 2025Q2: 86,201 shares; 2025Q3: 17,464 shares; 2025Q4: 19,899 shares; 2026Q1: 38,156 shares; 2026Q2: 45,126 shares 45,126 $1.01M 0.02% +6,970 Timeline FTQI 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: 8,698 shares; 2026Q1: 32,327 shares; 2026Q2: 45,583 shares 45,583 $1.01M 0.02% +13,256 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: not reported; 2024Q4: 7,301 shares; 2025Q1: 19,113 shares; 2025Q2: 11,933 shares; 2025Q3: 7,117 shares; 2025Q4: 15,417 shares; 2026Q1: 15,678 shares; 2026Q2: 15,959 shares 15,959 $1M 0.02% +281 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,573 shares; 2024Q4: 31,290 shares; 2025Q1: 61,784 shares; 2025Q2: 33,761 shares; 2025Q3: 34,721 shares; 2025Q4: 32,904 shares; 2026Q1: 28,259 shares; 2026Q2: 27,487 shares 27,487 $1M 0.02% -772 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850 shares; 2024Q4: 1,853 shares; 2025Q1: 6,063 shares; 2025Q2: 2,320 shares; 2025Q3: 192 shares; 2025Q4: 160 shares; 2026Q1: 154 shares; 2026Q2: 2,461 shares 2,461 $1M 0.02% +2,307 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,135 shares; 2024Q4: 10,538 shares; 2025Q1: 26,842 shares; 2025Q2: 16,817 shares; 2025Q3: 13,403 shares; 2025Q4: 13,211 shares; 2026Q1: 14,261 shares; 2026Q2: 14,586 shares 14,586 $996K 0.02% +325 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: 63,468 shares; 2024Q4: 5,757 shares; 2025Q1: 16,077 shares; 2025Q2: 8,550 shares; 2025Q3: 5,922 shares; 2025Q4: 7,515 shares; 2026Q1: 10,828 shares; 2026Q2: 9,580 shares 9,580 $991K 0.02% -1,248 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: 61,885 shares; 2024Q4: 63,139 shares; 2025Q1: 124,245 shares; 2025Q2: 49,839 shares; 2025Q3: 47,535 shares; 2025Q4: 37,786 shares; 2026Q1: 36,936 shares; 2026Q2: 38,516 shares 38,516 $989K 0.02% +1,580 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,043 shares; 2025Q1: 31,015 shares; 2025Q2: 15,175 shares; 2025Q3: 15,161 shares; 2025Q4: 23,489 shares; 2026Q1: 23,107 shares; 2026Q2: 23,107 shares 23,107 $984K 0.02% 0 Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,523 shares; 2025Q2: 24,220 shares; 2025Q3: 26,346 shares; 2025Q4: 25,860 shares; 2026Q1: 27,173 shares; 2026Q2: 25,245 shares 25,245 $981K 0.02% -1,928 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,875 shares; 2024Q4: 8,574 shares; 2025Q1: 24,192 shares; 2025Q2: 13,607 shares; 2025Q3: 16,510 shares; 2025Q4: 18,854 shares; 2026Q1: 19,104 shares; 2026Q2: 19,770 shares 19,770 $980K 0.02% +666 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,810 shares; 2024Q4: 36,540 shares; 2025Q1: 49,460 shares; 2025Q2: 23,937 shares; 2025Q3: 23,347 shares; 2025Q4: 19,076 shares; 2026Q1: 12,345 shares; 2026Q2: 12,345 shares 12,345 $976K 0.02% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,673 shares; 2024Q4: 7,627 shares; 2025Q1: 18,552 shares; 2025Q2: 9,651 shares; 2025Q3: 8,824 shares; 2025Q4: 8,724 shares; 2026Q1: 10,393 shares; 2026Q2: 17,205 shares 17,205 $972K 0.02% +6,812 Timeline TBG 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: 155 shares; 2025Q3: 4,855 shares; 2025Q4: 6,783 shares; 2026Q1: 16,204 shares; 2026Q2: 26,534 shares 26,534 $967K 0.02% +10,330 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 549 shares; 2025Q2: 3,059 shares; 2025Q3: 7,259 shares; 2025Q4: 7,304 shares; 2026Q1: 7,204 shares; 2026Q2: 7,824 shares 7,824 $962K 0.02% +620 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,178 shares; 2025Q4: 21,666 shares; 2026Q1: 19,006 shares; 2026Q2: 19,842 shares 19,842 $959K 0.02% +836 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,050 shares; 2024Q4: 3,950 shares; 2025Q1: 13,302 shares; 2025Q2: 10,372 shares; 2025Q3: 12,299 shares; 2025Q4: 12,499 shares; 2026Q1: 12,399 shares; 2026Q2: 12,199 shares 12,199 $955K 0.02% -200 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 183 shares; 2025Q1: not reported; 2025Q2: 21,308 shares; 2025Q3: 20,308 shares; 2025Q4: 19,308 shares; 2026Q1: 19,308 shares; 2026Q2: 19,308 shares 19,308 $953K 0.02% 0 Timeline PKW 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 2,228 shares; 2026Q1: 6,053 shares; 2026Q2: 6,718 shares 6,718 $952K 0.02% +665 Timeline RSPF 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: 7,062 shares; 2024Q4: 7,070 shares; 2025Q1: 13,106 shares; 2025Q2: 6,658 shares; 2025Q3: 6,628 shares; 2025Q4: 6,405 shares; 2026Q1: 7,623 shares; 2026Q2: 12,217 shares 12,217 $947K 0.02% +4,594 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: 660 shares; 2024Q4: 1,819 shares; 2025Q1: 46,886 shares; 2025Q2: 33,800 shares; 2025Q3: 32,541 shares; 2025Q4: 34,095 shares; 2026Q1: 32,553 shares; 2026Q2: 32,553 shares 32,553 $943K 0.02% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,455 shares; 2024Q4: 2,515 shares; 2025Q1: 5,220 shares; 2025Q2: 3,389 shares; 2025Q3: 3,595 shares; 2025Q4: 3,571 shares; 2026Q1: 4,221 shares; 2026Q2: 4,476 shares 4,476 $933K 0.02% +255 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: 39,480 shares; 2024Q4: 40,355 shares; 2025Q1: 125,750 shares; 2025Q2: 76,749 shares; 2025Q3: 74,578 shares; 2025Q4: 73,542 shares; 2026Q1: 4,500 shares; 2026Q2: 4,458 shares 4,458 $932K 0.02% -42 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,762 shares; 2024Q4: 52,397 shares; 2025Q1: 132,809 shares; 2025Q2: 74,839 shares; 2025Q3: 67,508 shares; 2025Q4: 68,039 shares; 2026Q1: 73,550 shares; 2026Q2: 66,657 shares 66,657 $927K 0.02% -6,893 Timeline GMAY 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: 13,250 shares; 2025Q1: 29,500 shares; 2025Q2: 16,250 shares; 2025Q3: 16,250 shares; 2025Q4: 16,250 shares; 2026Q1: 15,500 shares; 2026Q2: 21,500 shares 21,500 $925K 0.02% +6,000 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,323 shares; 2024Q4: 7,188 shares; 2025Q1: 20,597 shares; 2025Q2: 9,785 shares; 2025Q3: 4,056 shares; 2025Q4: 4,571 shares; 2026Q1: 4,597 shares; 2026Q2: 4,595 shares 4,595 $922K 0.02% -2 Timeline FXO 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: 5,578 shares; 2024Q4: 9,356 shares; 2025Q1: 21,134 shares; 2025Q2: 10,750 shares; 2025Q3: 13,913 shares; 2025Q4: 13,924 shares; 2026Q1: 16,031 shares; 2026Q2: 14,711 shares 14,711 $919K 0.02% -1,320 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 300 shares; 2025Q1: 400 shares; 2025Q2: 604 shares; 2025Q3: 1,376 shares; 2025Q4: 1,494 shares; 2026Q1: 11,630 shares; 2026Q2: 19,948 shares 19,948 $912K 0.02% +8,318 Timeline SPLB 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: 28,837 shares; 2024Q4: 29,160 shares; 2025Q1: 62,601 shares; 2025Q2: 30,128 shares; 2025Q3: 35,453 shares; 2025Q4: 39,437 shares; 2026Q1: 39,163 shares; 2026Q2: 39,983 shares 39,983 $896K 0.02% +820 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: 7,041 shares; 2024Q4: 5,785 shares; 2025Q1: 13,608 shares; 2025Q2: 8,501 shares; 2025Q3: 7,997 shares; 2025Q4: 7,362 shares; 2026Q1: 8,667 shares; 2026Q2: 10,278 shares 10,278 $893K 0.02% +1,611 Timeline ANGL 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: 27,100 shares; 2024Q4: 27,226 shares; 2025Q1: 55,887 shares; 2025Q2: 28,068 shares; 2025Q3: 29,200 shares; 2025Q4: 29,475 shares; 2026Q1: 30,792 shares; 2026Q2: 30,411 shares 30,411 $889K 0.02% -381 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,539 shares; 2024Q4: 4,412 shares; 2025Q1: 13,253 shares; 2025Q2: 21,651 shares; 2025Q3: 19,611 shares; 2025Q4: 20,060 shares; 2026Q1: 19,245 shares; 2026Q2: 5,481 shares 5,481 $887K 0.02% -13,764 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668 shares; 2024Q4: 657 shares; 2025Q1: 1,299 shares; 2025Q2: 14,359 shares; 2025Q3: 9,570 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares; 2026Q2: 9,598 shares 9,598 $884K 0.02% -2 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,722 shares; 2024Q4: 21,515 shares; 2025Q1: 60,790 shares; 2025Q2: 18,576 shares; 2025Q3: 15,902 shares; 2025Q4: 16,115 shares; 2026Q1: 17,123 shares; 2026Q2: 16,799 shares 16,799 $880K 0.02% -324 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: 15,531 shares; 2024Q4: 16,513 shares; 2025Q1: 42,903 shares; 2025Q2: 14,569 shares; 2025Q3: 10,610 shares; 2025Q4: 11,730 shares; 2026Q1: 11,730 shares; 2026Q2: 10,642 shares 10,642 $872K 0.02% -1,088 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,497 shares; 2024Q4: 14,054 shares; 2025Q1: 32,255 shares; 2025Q2: 16,169 shares; 2025Q3: 16,344 shares; 2025Q4: 14,758 shares; 2026Q1: 14,658 shares; 2026Q2: 14,621 shares 14,621 $870K 0.02% -37 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 1,304 shares; 2025Q2: 623 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 11,014 shares 11,014 $868K 0.02% +10,964 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,168 shares; 2024Q4: 4,650 shares; 2025Q1: 11,050 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 9,617 shares; 2026Q2: 8,467 shares 8,467 $866K 0.02% -1,150 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 6,720 shares; 2025Q2: 4,480 shares; 2025Q3: 5,360 shares; 2025Q4: 8,019 shares; 2026Q1: 8,944 shares; 2026Q2: 8,944 shares 8,944 $864K 0.02% 0 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: 42,938 shares; 2024Q4: 44,001 shares; 2025Q1: 137,390 shares; 2025Q2: 44,405 shares; 2025Q3: 5,515 shares; 2025Q4: 5,616 shares; 2026Q1: 8,367 shares; 2026Q2: 7,994 shares 7,994 $860K 0.02% -373 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610 shares; 2024Q4: 7,058 shares; 2025Q1: 13,412 shares; 2025Q2: 2,137 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 14,008 shares; 2026Q2: 17,185 shares 17,185 $860K 0.02% +3,177 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,028 shares; 2024Q4: 9,376 shares; 2025Q1: 52,051 shares; 2025Q2: 21,335 shares; 2025Q3: 6,848 shares; 2025Q4: 6,872 shares; 2026Q1: 6,865 shares; 2026Q2: 7,106 shares 7,106 $854K 0.02% +241 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 17,373 shares; 2025Q2: 11,041 shares; 2025Q3: 9,967 shares; 2025Q4: 9,909 shares; 2026Q1: 9,909 shares; 2026Q2: 9,842 shares 9,842 $853K 0.02% -67 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: 2,347 shares; 2024Q4: 2,347 shares; 2025Q1: 4,720 shares; 2025Q2: 2,398 shares; 2025Q3: 2,332 shares; 2025Q4: 2,436 shares; 2026Q1: 2,301 shares; 2026Q2: 2,301 shares 2,301 $853K 0.02% 0 Timeline DIVI 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 4,596 shares; 2026Q1: 13,864 shares; 2026Q2: 19,836 shares 19,836 $847K 0.02% +5,972 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,523 shares; 2024Q4: 3,590 shares; 2025Q1: 6,990 shares; 2025Q2: 6,747 shares; 2025Q3: 3,962 shares; 2025Q4: 3,984 shares; 2026Q1: 3,735 shares; 2026Q2: 3,804 shares 3,804 $840K 0.02% +69 Timeline PCEF 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: 40,839 shares; 2024Q4: 43,026 shares; 2025Q1: 85,825 shares; 2025Q2: 48,941 shares; 2025Q3: 47,098 shares; 2025Q4: 46,001 shares; 2026Q1: 40,595 shares; 2026Q2: 41,316 shares 41,316 $839K 0.02% +721 Timeline FLQM 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: 103,888 shares; 2024Q4: 77,752 shares; 2025Q1: 170,630 shares; 2025Q2: 88,449 shares; 2025Q3: 92,467 shares; 2025Q4: 62,350 shares; 2026Q1: 59,503 shares; 2026Q2: 14,468 shares 14,468 $838K 0.02% -45,035 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 949 shares; 2024Q4: 949 shares; 2025Q1: 2,472 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,913 shares; 2026Q1: 1,913 shares; 2026Q2: 9,373 shares 9,373 $832K 0.02% +7,460 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: 5,595 shares; 2024Q4: 7,162 shares; 2025Q1: 22,497 shares; 2025Q2: 10,519 shares; 2025Q3: 13,640 shares; 2025Q4: 14,818 shares; 2026Q1: 17,312 shares; 2026Q2: 17,717 shares 17,717 $832K 0.02% +405 Timeline FTGS 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: 7,362 shares; 2025Q1: 29,223 shares; 2025Q2: 20,782 shares; 2025Q3: 20,256 shares; 2025Q4: 21,936 shares; 2026Q1: 22,480 shares; 2026Q2: 22,431 shares 22,431 $830K 0.02% -49 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 336 shares; 2025Q2: 111 shares; 2025Q3: not reported; 2025Q4: 18,875 shares; 2026Q1: 26,350 shares; 2026Q2: 27,089 shares 27,089 $822K 0.02% +739 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: 2,162 shares; 2024Q4: 2,112 shares; 2025Q1: 6,415 shares; 2025Q2: 3,899 shares; 2025Q3: 3,296 shares; 2025Q4: 3,260 shares; 2026Q1: 3,131 shares; 2026Q2: 3,296 shares 3,296 $819K 0.02% +165 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,867 shares; 2025Q2: 47,811 shares; 2025Q3: 4,551 shares; 2025Q4: 6,451 shares; 2026Q1: 6,451 shares; 2026Q2: 30,755 shares 30,755 $812K 0.02% +24,304 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: 50,505 shares; 2024Q4: 51,475 shares; 2025Q1: 107,919 shares; 2025Q2: 58,430 shares; 2025Q3: 57,442 shares; 2025Q4: 55,802 shares; 2026Q1: 50,354 shares; 2026Q2: 43,642 shares 43,642 $809K 0.02% -6,712 Timeline HYEM 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: 40,042 shares; 2024Q4: 41,221 shares; 2025Q1: 82,716 shares; 2025Q2: 46,500 shares; 2025Q3: 45,985 shares; 2025Q4: 44,375 shares; 2026Q1: 38,727 shares; 2026Q2: 39,568 shares 39,568 $796K 0.02% +841 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 3,720 shares; 2025Q2: 1,731 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 1,500 shares; 2026Q2: 1,511 shares 1,511 $790K 0.02% +11 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: 10,410 shares; 2024Q4: 8,653 shares; 2025Q1: 17,077 shares; 2025Q2: 11,897 shares; 2025Q3: 5,792 shares; 2025Q4: 6,756 shares; 2026Q1: 6,638 shares; 2026Q2: 5,632 shares 5,632 $788K 0.02% -1,006 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,126 shares; 2024Q4: 6,960 shares; 2025Q1: 16,092 shares; 2025Q2: 7,939 shares; 2025Q3: 8,093 shares; 2025Q4: 8,291 shares; 2026Q1: 8,545 shares; 2026Q2: 8,712 shares 8,712 $788K 0.02% +167 Timeline FTXL 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: 2,798 shares; 2024Q4: 2,400 shares; 2025Q1: 4,896 shares; 2025Q2: 3,362 shares; 2025Q3: 3,318 shares; 2025Q4: 2,868 shares; 2026Q1: 2,468 shares; 2026Q2: 2,757 shares 2,757 $786K 0.02% +289 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $785K 0.02% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 2,515 shares; 2025Q1: 50,713 shares; 2025Q2: 4,899 shares; 2025Q3: 6,021 shares; 2025Q4: 17,915 shares; 2026Q1: 7,766 shares; 2026Q2: 8,853 shares 8,853 $784K 0.02% +1,087 Timeline PIZ 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: 285 shares; 2024Q4: 285 shares; 2025Q1: 755 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 3,895 shares; 2026Q1: 12,896 shares; 2026Q2: 13,975 shares 13,975 $781K 0.02% +1,079 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: 1,922 shares; 2024Q4: 2,564 shares; 2025Q1: 9,048 shares; 2025Q2: 5,943 shares; 2025Q3: 5,741 shares; 2025Q4: 5,741 shares; 2026Q1: 6,252 shares; 2026Q2: 6,248 shares 6,248 $780K 0.02% -4 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,591 shares; 2025Q1: 7,629 shares; 2025Q2: 16,461 shares; 2025Q3: 16,082 shares; 2025Q4: 16,082 shares; 2026Q1: 16,069 shares; 2026Q2: 17,375 shares 17,375 $779K 0.02% +1,306 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: 22,166 shares; 2024Q4: 22,166 shares; 2025Q1: 45,006 shares; 2025Q2: 22,213 shares; 2025Q3: 21,455 shares; 2025Q4: 13,786 shares; 2026Q1: 7,327 shares; 2026Q2: 7,928 shares 7,928 $779K 0.02% +601 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: 1,083 shares; 2024Q4: 1,144 shares; 2025Q1: 2,317 shares; 2025Q2: 1,401 shares; 2025Q3: 1,141 shares; 2025Q4: 1,132 shares; 2026Q1: 1,076 shares; 2026Q2: 1,029 shares 1,029 $778K 0.02% -47 Timeline SJNK 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: 22,818 shares; 2024Q4: 25,824 shares; 2025Q1: 29,732 shares; 2025Q2: 27,012 shares; 2025Q3: 27,694 shares; 2025Q4: 28,969 shares; 2026Q1: 29,891 shares; 2026Q2: 31,034 shares 31,034 $777K 0.02% +1,143 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,854 shares; 2024Q4: 125,904 shares; 2025Q1: 239,728 shares; 2025Q2: 113,314 shares; 2025Q3: 116,814 shares; 2025Q4: 90,196 shares; 2026Q1: 126,846 shares; 2026Q2: 152,346 shares 152,346 $774K 0.02% +25,500 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,489 shares; 2024Q4: 4,888 shares; 2025Q1: 4,888 shares; 2025Q2: 4,920 shares; 2025Q3: 4,888 shares; 2025Q4: 4,888 shares; 2026Q1: 4,888 shares; 2026Q2: 4,888 shares 4,888 $773K 0.02% 0 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 5,012 shares; 2025Q1: 13,560 shares; 2025Q2: 8,874 shares; 2025Q3: 9,411 shares; 2025Q4: 10,520 shares; 2026Q1: 13,667 shares; 2026Q2: 15,943 shares 15,943 $765K 0.02% +2,276 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,191 shares; 2024Q4: 22,063 shares; 2025Q1: 44,645 shares; 2025Q2: 39,489 shares; 2025Q3: 37,315 shares; 2025Q4: 37,315 shares; 2026Q1: 37,465 shares; 2026Q2: 37,315 shares 37,315 $765K 0.02% -150 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 525 shares; 2025Q1: 377 shares; 2025Q2: 6,819 shares; 2025Q3: 6,756 shares; 2025Q4: 8,256 shares; 2026Q1: 10,256 shares; 2026Q2: 9,372 shares 9,372 $764K 0.02% -884 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,272 shares; 2024Q4: 5,272 shares; 2025Q1: 17,116 shares; 2025Q2: 12,837 shares; 2025Q3: 12,837 shares; 2025Q4: 13,012 shares; 2026Q1: 13,846 shares; 2026Q2: 14,867 shares 14,867 $764K 0.02% +1,021 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,950 shares; 2024Q4: 5,125 shares; 2025Q1: 5,469 shares; 2025Q2: 5,156 shares; 2025Q3: 5,118 shares; 2025Q4: 4,625 shares; 2026Q1: 5,639 shares; 2026Q2: 13,166 shares 13,166 $764K 0.02% +7,527 Timeline FMAY 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: 4,483 shares; 2024Q4: 4,483 shares; 2025Q1: 17,932 shares; 2025Q2: 13,449 shares; 2025Q3: 13,449 shares; 2025Q4: 13,449 shares; 2026Q1: 13,449 shares; 2026Q2: 13,449 shares 13,449 $756K 0.02% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,377 shares; 2025Q1: 9,086 shares; 2025Q2: 4,371 shares; 2025Q3: 4,220 shares; 2025Q4: 4,224 shares; 2026Q1: 4,256 shares; 2026Q2: 4,297 shares 4,297 $749K 0.02% +41 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: 1,032 shares; 2024Q4: 2,147 shares; 2025Q1: 7,198 shares; 2025Q2: 3,494 shares; 2025Q3: 1,742 shares; 2025Q4: 1,979 shares; 2026Q1: 2,181 shares; 2026Q2: 2,199 shares 2,199 $736K 0.02% +18 Timeline PTF 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: 3,772 shares; 2024Q4: 4,541 shares; 2025Q1: 4,429 shares; 2025Q2: 6,611 shares; 2025Q3: 6,611 shares; 2025Q4: 6,611 shares; 2026Q1: 6,645 shares; 2026Q2: 5,395 shares 5,395 $735K 0.02% -1,250 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,125 shares; 2025Q1: 6,667 shares; 2025Q2: 496 shares; 2025Q3: 9,926 shares; 2025Q4: 15,961 shares; 2026Q1: 19,724 shares; 2026Q2: 19,565 shares 19,565 $730K 0.01% -159 Timeline RFV 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 1,806 shares; 2026Q1: 4,683 shares; 2026Q2: 5,080 shares 5,080 $726K 0.01% +397 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,334 shares; 2024Q4: 3,695 shares; 2025Q1: 9,669 shares; 2025Q2: 4,576 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares; 2026Q1: 2,935 shares; 2026Q2: 2,835 shares 2,835 $725K 0.01% -100 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 2,063 shares; 2025Q1: 6,572 shares; 2025Q2: 4,378 shares; 2025Q3: 4,685 shares; 2025Q4: 5,238 shares; 2026Q1: 6,630 shares; 2026Q2: 6,532 shares 6,532 $724K 0.01% -98 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,178 shares; 2024Q4: 14,306 shares; 2025Q1: 162,082 shares; 2025Q2: 37,895 shares; 2025Q3: 15,190 shares; 2025Q4: 16,366 shares; 2026Q1: 16,067 shares; 2026Q2: 17,263 shares 17,263 $718K 0.01% +1,196 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,601 shares; 2024Q4: 54,544 shares; 2025Q1: 140,471 shares; 2025Q2: 45,361 shares; 2025Q3: 33,522 shares; 2025Q4: 30,031 shares; 2026Q1: 30,223 shares; 2026Q2: 29,798 shares 29,798 $718K 0.01% -425 Timeline BBJP 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: 8,602 shares; 2024Q4: 8,296 shares; 2025Q1: 16,992 shares; 2025Q2: 8,671 shares; 2025Q3: 8,760 shares; 2025Q4: 9,126 shares; 2026Q1: 9,456 shares; 2026Q2: 9,522 shares 9,522 $717K 0.01% +66 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,588 shares; 2024Q4: 3,542 shares; 2025Q1: 8,502 shares; 2025Q2: 4,160 shares; 2025Q3: 3,374 shares; 2025Q4: 3,697 shares; 2026Q1: 3,815 shares; 2026Q2: 3,882 shares 3,882 $716K 0.01% +67 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: 26,204 shares; 2024Q4: 24,611 shares; 2025Q1: 48,433 shares; 2025Q2: 22,473 shares; 2025Q3: 13,825 shares; 2025Q4: 10,151 shares; 2026Q1: 9,996 shares; 2026Q2: 9,577 shares 9,577 $712K 0.01% -419 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,543 shares; 2025Q4: 86,098 shares; 2026Q1: 11,386 shares; 2026Q2: 21,604 shares 21,604 $711K 0.01% +10,218 Timeline FLQL 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: 11,635 shares; 2024Q4: 11,414 shares; 2025Q1: 23,774 shares; 2025Q2: 11,149 shares; 2025Q3: 10,192 shares; 2025Q4: 9,432 shares; 2026Q1: 8,909 shares; 2026Q2: 9,081 shares 9,081 $711K 0.01% +172 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: 10,741 shares; 2024Q4: 10,772 shares; 2025Q1: 25,020 shares; 2025Q2: 13,986 shares; 2025Q3: 14,753 shares; 2025Q4: 14,783 shares; 2026Q1: 14,812 shares; 2026Q2: 14,841 shares 14,841 $708K 0.01% +29 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,767 shares; 2024Q4: 5,908 shares; 2025Q1: 14,411 shares; 2025Q2: 8,289 shares; 2025Q3: 7,068 shares; 2025Q4: 7,072 shares; 2026Q1: 7,074 shares; 2026Q2: 7,076 shares 7,076 $696K 0.01% +2 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: 1,961 shares; 2024Q4: 1,896 shares; 2025Q1: 7,391 shares; 2025Q2: 3,843 shares; 2025Q3: 2,913 shares; 2025Q4: 2,913 shares; 2026Q1: 3,035 shares; 2026Q2: 2,912 shares 2,912 $693K 0.01% -123 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,024 shares; 2024Q4: 6,925 shares; 2025Q1: 14,266 shares; 2025Q2: 7,349 shares; 2025Q3: 7,641 shares; 2025Q4: 7,886 shares; 2026Q1: 8,018 shares; 2026Q2: 8,251 shares 8,251 $691K 0.01% +233 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,654 shares; 2024Q4: 9,076 shares; 2025Q1: 23,038 shares; 2025Q2: 12,882 shares; 2025Q3: 10,263 shares; 2025Q4: 10,095 shares; 2026Q1: 9,330 shares; 2026Q2: 9,331 shares 9,331 $689K 0.01% +1 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: not reported; 2024Q4: 712 shares; 2025Q1: 163 shares; 2025Q2: 1,563 shares; 2025Q3: 3,990 shares; 2025Q4: 10,082 shares; 2026Q1: 11,402 shares; 2026Q2: 13,118 shares 13,118 $687K 0.01% +1,716 Timeline BSCW 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: not reported; 2024Q4: 3,480 shares; 2025Q1: 3,480 shares; 2025Q2: 30,948 shares; 2025Q3: 31,720 shares; 2025Q4: 31,343 shares; 2026Q1: 34,053 shares; 2026Q2: 33,459 shares 33,459 $686K 0.01% -594 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: 8,036 shares; 2024Q4: 7,979 shares; 2025Q1: 37,651 shares; 2025Q2: 28,131 shares; 2025Q3: 9,697 shares; 2025Q4: 10,559 shares; 2026Q1: 11,982 shares; 2026Q2: 16,237 shares 16,237 $685K 0.01% +4,255 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,747 shares; 2024Q4: 3,638 shares; 2025Q1: 6,799 shares; 2025Q2: 3,437 shares; 2025Q3: 3,506 shares; 2025Q4: 4,462 shares; 2026Q1: 4,522 shares; 2026Q2: 4,513 shares 4,513 $683K 0.01% -9 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,535 shares; 2024Q4: 2,536 shares; 2025Q1: 2,536 shares; 2025Q2: 2,436 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares; 2026Q1: 2,411 shares; 2026Q2: 4,866 shares 4,866 $681K 0.01% +2,455 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: 6,324 shares; 2025Q1: 19,297 shares; 2025Q2: 11,584 shares; 2025Q3: 7,700 shares; 2025Q4: 8,375 shares; 2026Q1: 9,615 shares; 2026Q2: 12,701 shares 12,701 $681K 0.01% +3,086 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,326 shares; 2024Q4: 2,306 shares; 2025Q1: 30,667 shares; 2025Q2: 15,578 shares; 2025Q3: 2,577 shares; 2025Q4: 2,483 shares; 2026Q1: 2,961 shares; 2026Q2: 3,795 shares 3,795 $678K 0.01% +834 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,117 shares; 2024Q4: 1,116 shares; 2025Q1: 4,262 shares; 2025Q2: 30,377 shares; 2025Q3: 29,744 shares; 2025Q4: 26,644 shares; 2026Q1: 24,644 shares; 2026Q2: 17,074 shares 17,074 $674K 0.01% -7,570 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: 8,702 shares; 2024Q4: 8,758 shares; 2025Q1: 21,079 shares; 2025Q2: 11,328 shares; 2025Q3: 8,293 shares; 2025Q4: 7,193 shares; 2026Q1: 6,566 shares; 2026Q2: 6,596 shares 6,596 $672K 0.01% +30 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,691 shares; 2024Q4: not reported; 2025Q1: 27,681 shares; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 9,214 shares; 2026Q1: 8,597 shares; 2026Q2: 6,365 shares 6,365 $669K 0.01% -2,232 Timeline JUNM 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: 11,545 shares; 2025Q1: 25,090 shares; 2025Q2: 13,545 shares; 2025Q3: 13,545 shares; 2025Q4: 13,545 shares; 2026Q1: 12,595 shares; 2026Q2: 18,965 shares 18,965 $665K 0.01% +6,370 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 9,848 shares; 2025Q2: 40,158 shares; 2025Q3: 40,908 shares; 2025Q4: 40,908 shares; 2026Q1: 34,158 shares; 2026Q2: 34,158 shares 34,158 $665K 0.01% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,699 shares; 2024Q4: 11,454 shares; 2025Q1: 7,581 shares; 2025Q2: 7,453 shares; 2025Q3: 7,373 shares; 2025Q4: 7,373 shares; 2026Q1: 7,373 shares; 2026Q2: 7,373 shares 7,373 $663K 0.01% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,768 shares; 2024Q4: 3,708 shares; 2025Q1: 4,001 shares; 2025Q2: 7,275 shares; 2025Q3: 7,537 shares; 2025Q4: 7,839 shares; 2026Q1: 7,669 shares; 2026Q2: 8,892 shares 8,892 $661K 0.01% +1,223 Timeline DJAN 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: 4,782 shares; 2024Q4: 4,781 shares; 2025Q1: 2,154 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 14,160 shares; 2026Q2: 14,487 shares 14,487 $659K 0.01% +327 Timeline JETS 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: 25,420 shares; 2024Q4: 15,750 shares; 2025Q1: 20,323 shares; 2025Q2: 20,323 shares; 2025Q3: 19,666 shares; 2025Q4: 20,559 shares; 2026Q1: 19,666 shares; 2026Q2: 19,666 shares 19,666 $653K 0.01% 0 Timeline BSCV 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: 10,557 shares; 2024Q4: 15,806 shares; 2025Q1: 45,770 shares; 2025Q2: 34,743 shares; 2025Q3: 35,247 shares; 2025Q4: 35,441 shares; 2026Q1: 39,032 shares; 2026Q2: 39,850 shares 39,850 $653K 0.01% +818 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: 1,966 shares; 2025Q1: 4,344 shares; 2025Q2: 3,921 shares; 2025Q3: 1,246 shares; 2025Q4: 1,240 shares; 2026Q1: 1,563 shares; 2026Q2: 1,507 shares 1,507 $653K 0.01% -56 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,729 shares; 2024Q4: 22,331 shares; 2025Q1: 40,023 shares; 2025Q2: 83,031 shares; 2025Q3: 27,480 shares; 2025Q4: 26,580 shares; 2026Q1: 26,080 shares; 2026Q2: 18,891 shares 18,891 $652K 0.01% -7,189 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,564 shares; 2025Q1: 6,114 shares; 2025Q2: 4,579 shares; 2025Q3: 4,669 shares; 2025Q4: 4,572 shares; 2026Q1: 4,572 shares; 2026Q2: 4,572 shares 4,572 $651K 0.01% 0 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: 1,228 shares; 2024Q4: 1,538 shares; 2025Q1: 4,744 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,276 shares; 2026Q1: 3,616 shares; 2026Q2: 3,617 shares 3,617 $649K 0.01% +1 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,835 shares; 2024Q4: 6,372 shares; 2025Q1: 9,164 shares; 2025Q2: 8,756 shares; 2025Q3: 9,389 shares; 2025Q4: 10,047 shares; 2026Q1: 10,341 shares; 2026Q2: 10,001 shares 10,001 $649K 0.01% -340 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 1,031 shares; 2025Q1: 2,824 shares; 2025Q2: 4,331 shares; 2025Q3: 7,571 shares; 2025Q4: 7,571 shares; 2026Q1: 7,571 shares; 2026Q2: 7,571 shares 7,571 $649K 0.01% 0 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,858 shares; 2026Q2: 4,858 shares 4,858 $647K 0.01% 0 Timeline ARKK 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: 10,267 shares; 2024Q4: 8,687 shares; 2025Q1: 16,979 shares; 2025Q2: 8,964 shares; 2025Q3: 8,170 shares; 2025Q4: 10,731 shares; 2026Q1: 8,997 shares; 2026Q2: 7,970 shares 7,970 $644K 0.01% -1,027 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,014 shares; 2025Q1: 1,896 shares; 2025Q2: 1,552 shares; 2025Q3: 475 shares; 2025Q4: 492 shares; 2026Q1: 572 shares; 2026Q2: 2,467 shares 2,467 $644K 0.01% +1,895 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares; 2026Q2: 14,704 shares 14,704 $643K 0.01% +13,435 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,150 shares; 2025Q2: 63,575 shares; 2025Q3: 63,712 shares; 2025Q4: 68,199 shares; 2026Q1: 72,233 shares; 2026Q2: 72,683 shares 72,683 $639K 0.01% +450 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,825 shares 22,825 $638K 0.01% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,881 shares; 2025Q3: 1,919 shares; 2025Q4: 3,830 shares; 2026Q1: 9,050 shares; 2026Q2: 10,455 shares 10,455 $630K 0.01% +1,405 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: 158 shares; 2024Q4: 253 shares; 2025Q1: 1,990 shares; 2025Q2: 2,410 shares; 2025Q3: 16 shares; 2025Q4: 5,078 shares; 2026Q1: 2,837 shares; 2026Q2: 2,282 shares 2,282 $630K 0.01% -555 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,494 shares; 2024Q4: 10,750 shares; 2025Q1: 82,629 shares; 2025Q2: 59,038 shares; 2025Q3: 59,241 shares; 2025Q4: 59,327 shares; 2026Q1: 58,676 shares; 2026Q2: 57,582 shares 57,582 $629K 0.01% -1,094 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: not reported; 2025Q3: 7,045 shares; 2025Q4: 10,650 shares; 2026Q1: 17,140 shares; 2026Q2: 45,313 shares 45,313 $628K 0.01% +28,173 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,584 shares; 2025Q1: 16,874 shares; 2025Q2: 18,880 shares; 2025Q3: 16,399 shares; 2025Q4: 20,136 shares; 2026Q1: 27,020 shares; 2026Q2: 27,800 shares 27,800 $622K 0.01% +780 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,031 shares; 2024Q4: 3,031 shares; 2025Q1: 7,008 shares; 2025Q2: 4,077 shares; 2025Q3: 3,809 shares; 2025Q4: 3,809 shares; 2026Q1: 4,519 shares; 2026Q2: 5,244 shares 5,244 $616K 0.01% +725 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,210 shares; 2025Q1: 24,840 shares; 2025Q2: 18,630 shares; 2025Q3: 13,098 shares; 2025Q4: 13,098 shares; 2026Q1: 13,098 shares; 2026Q2: 13,098 shares 13,098 $615K 0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,640 shares; 2024Q4: 5,640 shares; 2025Q1: 18,662 shares; 2025Q2: 8,789 shares; 2025Q3: 8,789 shares; 2025Q4: 8,789 shares; 2026Q1: 8,789 shares; 2026Q2: 8,789 shares 8,789 $614K 0.01% 0 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: 4,096 shares; 2024Q4: 2,517 shares; 2025Q1: 13,306 shares; 2025Q2: 4,306 shares; 2025Q3: 4,534 shares; 2025Q4: 4,777 shares; 2026Q1: 5,165 shares; 2026Q2: 5,998 shares 5,998 $613K 0.01% +833 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,499 shares; 2024Q4: 2,639 shares; 2025Q1: 5,822 shares; 2025Q2: 3,928 shares; 2025Q3: 5,034 shares; 2025Q4: 5,458 shares; 2026Q1: 4,979 shares; 2026Q2: 8,036 shares 8,036 $612K 0.01% +3,057 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: 14,513 shares; 2024Q4: 17,389 shares; 2025Q1: 45,306 shares; 2025Q2: 21,147 shares; 2025Q3: 17,279 shares; 2025Q4: 15,808 shares; 2026Q1: 16,140 shares; 2026Q2: 15,177 shares 15,177 $611K 0.01% -963 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 16,000 shares; 2025Q2: 8,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,216 shares; 2026Q2: 13,216 shares 13,216 $611K 0.01% 0 Timeline QBIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,157 shares; 2025Q4: 17,561 shares; 2026Q1: 16,794 shares; 2026Q2: 15,660 shares 15,660 $610K 0.01% -1,134 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,841 shares; 2024Q4: 5,820 shares; 2025Q1: 13,063 shares; 2025Q2: 6,115 shares; 2025Q3: 5,888 shares; 2025Q4: 5,046 shares; 2026Q1: 4,780 shares; 2026Q2: 4,602 shares 4,602 $605K 0.01% -178 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,149 shares; 2024Q4: 2,105 shares; 2025Q1: 5,572 shares; 2025Q2: 4,737 shares; 2025Q3: 4,323 shares; 2025Q4: 4,255 shares; 2026Q1: 4,605 shares; 2026Q2: 5,509 shares 5,509 $605K 0.01% +904 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: not reported; 2024Q4: 17,573 shares; 2025Q1: 36,672 shares; 2025Q2: 14,147 shares; 2025Q3: 14,167 shares; 2025Q4: 13,727 shares; 2026Q1: 13,107 shares; 2026Q2: 13,227 shares 13,227 $602K 0.01% +120 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,155 shares; 2026Q1: 10,107 shares; 2026Q2: 9,687 shares 9,687 $602K 0.01% -420 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,053 shares; 2024Q4: 4,315 shares; 2025Q1: 9,133 shares; 2025Q2: 5,054 shares; 2025Q3: 4,578 shares; 2025Q4: 4,581 shares; 2026Q1: 4,545 shares; 2026Q2: 4,548 shares 4,548 $601K 0.01% +3 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 137 shares; 2025Q1: 578 shares; 2025Q2: 245 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 739 shares; 2026Q2: 699 shares 699 $600K 0.01% -40 Timeline XSLV 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: 6,208 shares; 2024Q4: 6,210 shares; 2025Q1: 12,392 shares; 2025Q2: 6,026 shares; 2025Q3: 6,027 shares; 2025Q4: 6,029 shares; 2026Q1: 5,862 shares; 2026Q2: 11,360 shares 11,360 $595K 0.01% +5,498 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,832 shares; 2024Q4: 69,968 shares; 2025Q1: 289,892 shares; 2025Q2: 135,835 shares; 2025Q3: 10,255 shares; 2025Q4: 10,643 shares; 2026Q1: 10,262 shares; 2026Q2: 11,722 shares 11,722 $593K 0.01% +1,460 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 5,500 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $592K 0.01% 0 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: 1,504 shares; 2024Q4: 1,408 shares; 2025Q1: 3,286 shares; 2025Q2: 1,526 shares; 2025Q3: 1,528 shares; 2025Q4: 1,493 shares; 2026Q1: 1,414 shares; 2026Q2: 1,446 shares 1,446 $592K 0.01% +32 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: 2,687 shares; 2025Q1: 8,090 shares; 2025Q2: 5,394 shares; 2025Q3: 5,412 shares; 2025Q4: 6,397 shares; 2026Q1: 6,416 shares; 2026Q2: 6,436 shares 6,436 $588K 0.01% +20 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,803 shares; 2024Q4: 1,864 shares; 2025Q1: 4,048 shares; 2025Q2: 1,864 shares; 2025Q3: 2,149 shares; 2025Q4: 23,865 shares; 2026Q1: 25,747 shares; 2026Q2: 26,829 shares 26,829 $587K 0.01% +1,082 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,760 shares; 2024Q4: 3,604 shares; 2025Q1: 10,664 shares; 2025Q2: 6,788 shares; 2025Q3: 6,644 shares; 2025Q4: 6,112 shares; 2026Q1: 3,277 shares; 2026Q2: 3,283 shares 3,283 $587K 0.01% +6 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,664 shares; 2024Q4: 6,449 shares; 2025Q1: 12,404 shares; 2025Q2: 6,897 shares; 2025Q3: 6,877 shares; 2025Q4: 6,866 shares; 2026Q1: 6,455 shares; 2026Q2: 6,370 shares 6,370 $583K 0.01% -85 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 1,375 shares; 2025Q1: 3,778 shares; 2025Q2: 2,040 shares; 2025Q3: 1,703 shares; 2025Q4: 1,707 shares; 2026Q1: 1,792 shares; 2026Q2: 1,850 shares 1,850 $579K 0.01% +58 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: 3,127 shares; 2024Q4: 9,129 shares; 2025Q1: 27,286 shares; 2025Q2: 10,107 shares; 2025Q3: 2,138 shares; 2025Q4: 2,575 shares; 2026Q1: 2,739 shares; 2026Q2: 2,949 shares 2,949 $577K 0.01% +210 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,344 shares; 2024Q4: 2,382 shares; 2025Q1: 6,884 shares; 2025Q2: 2,580 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,308 shares; 2026Q2: 2,340 shares 2,340 $576K 0.01% +32 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,741 shares; 2024Q4: 2,720 shares; 2025Q1: 8,347 shares; 2025Q2: 5,807 shares; 2025Q3: 6,185 shares; 2025Q4: 5,969 shares; 2026Q1: 5,704 shares; 2026Q2: 5,853 shares 5,853 $576K 0.01% +149 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: 27,438 shares; 2024Q4: 22,189 shares; 2025Q1: 27,041 shares; 2025Q2: 9,766 shares; 2025Q3: 10,505 shares; 2025Q4: 10,079 shares; 2026Q1: 9,862 shares; 2026Q2: 10,478 shares 10,478 $572K 0.01% +616 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: 69,232 shares; 2024Q4: 80,965 shares; 2025Q1: 470,421 shares; 2025Q2: 205,777 shares; 2025Q3: 18,526 shares; 2025Q4: 17,884 shares; 2026Q1: 19,491 shares; 2026Q2: 24,396 shares 24,396 $572K 0.01% +4,905 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: 2,182 shares; 2024Q4: 2,570 shares; 2025Q1: 9,159 shares; 2025Q2: 9,985 shares; 2025Q3: 9,679 shares; 2025Q4: 9,572 shares; 2026Q1: 9,209 shares; 2026Q2: 9,216 shares 9,216 $569K 0.01% +7 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,658 shares; 2024Q4: 3,658 shares; 2025Q1: 10,913 shares; 2025Q2: 7,255 shares; 2025Q3: 7,255 shares; 2025Q4: 7,255 shares; 2026Q1: 7,255 shares; 2026Q2: 7,255 shares 7,255 $568K 0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,625 shares; 2024Q4: 39,899 shares; 2025Q1: 89,675 shares; 2025Q2: 44,036 shares; 2025Q3: 45,085 shares; 2025Q4: 45,385 shares; 2026Q1: 45,071 shares; 2026Q2: 44,050 shares 44,050 $567K 0.01% -1,021 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 2,696 shares; 2025Q1: 5,846 shares; 2025Q2: 3,179 shares; 2025Q3: 2,658 shares; 2025Q4: 2,236 shares; 2026Q1: 2,080 shares; 2026Q2: 2,033 shares 2,033 $566K 0.01% -47 Timeline MGC 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: 965 shares; 2024Q4: 1,029 shares; 2025Q1: 2,807 shares; 2025Q2: 1,791 shares; 2025Q3: 1,795 shares; 2025Q4: 2,054 shares; 2026Q1: 2,060 shares; 2026Q2: 2,065 shares 2,065 $565K 0.01% +5 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: 6,379 shares; 2024Q4: 6,308 shares; 2025Q1: 11,878 shares; 2025Q2: 5,059 shares; 2025Q3: 4,915 shares; 2025Q4: 6,001 shares; 2026Q1: 5,939 shares; 2026Q2: 5,871 shares 5,871 $563K 0.01% -68 Timeline ZJUL 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: 15,448 shares; 2025Q1: 52,350 shares; 2025Q2: 18,650 shares; 2025Q3: 18,650 shares; 2025Q4: 18,653 shares; 2026Q1: 18,650 shares; 2026Q2: 18,650 shares 18,650 $559K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,515 shares; 2024Q4: 5,030 shares; 2025Q1: 15,141 shares; 2025Q2: 9,899 shares; 2025Q3: 9,611 shares; 2025Q4: 9,915 shares; 2026Q1: 9,847 shares; 2026Q2: 9,636 shares 9,636 $557K 0.01% -211 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 396 shares; 2025Q1: 1,920 shares; 2025Q2: 762 shares; 2025Q3: 81 shares; 2025Q4: 72 shares; 2026Q1: 61 shares; 2026Q2: 1,200 shares 1,200 $551K 0.01% +1,139 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,589 shares; 2024Q4: 3,869 shares; 2025Q1: 7,428 shares; 2025Q2: 6,314 shares; 2025Q3: 6,658 shares; 2025Q4: 6,919 shares; 2026Q1: 7,235 shares; 2026Q2: 7,272 shares 7,272 $550K 0.01% +37 Timeline FLCB 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: 26,525 shares; 2024Q4: 26,680 shares; 2025Q1: 51,605 shares; 2025Q2: 25,596 shares; 2025Q3: 24,797 shares; 2025Q4: 23,124 shares; 2026Q1: 23,560 shares; 2026Q2: 25,678 shares 25,678 $549K 0.01% +2,118 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,866 shares; 2024Q4: 2,049 shares; 2025Q1: 6,266 shares; 2025Q2: 2,454 shares; 2025Q3: 943 shares; 2025Q4: 945 shares; 2026Q1: 873 shares; 2026Q2: 1,078 shares 1,078 $549K 0.01% +205 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 5,450 shares; 2025Q4: 8,950 shares; 2026Q1: 7,050 shares; 2026Q2: 5,300 shares 5,300 $545K 0.01% -1,750 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: 2,667 shares; 2024Q4: 2,668 shares; 2025Q1: 8,602 shares; 2025Q2: 3,718 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $545K 0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,486 shares; 2024Q4: 21,252 shares; 2025Q1: 39,933 shares; 2025Q2: 17,223 shares; 2025Q3: 13,979 shares; 2025Q4: 13,375 shares; 2026Q1: 10,026 shares; 2026Q2: 10,767 shares 10,767 $545K 0.01% +741 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 238 shares; 2025Q2: 148 shares; 2025Q3: 9,186 shares; 2025Q4: 7,517 shares; 2026Q1: 6,856 shares; 2026Q2: 6,698 shares 6,698 $545K 0.01% -158 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,753 shares; 2024Q4: 9,466 shares; 2025Q1: 27,934 shares; 2025Q2: 15,720 shares; 2025Q3: 13,253 shares; 2025Q4: 11,684 shares; 2026Q1: 11,778 shares; 2026Q2: 13,156 shares 13,156 $544K 0.01% +1,378 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,154 shares; 2024Q4: 5,096 shares; 2025Q1: 17,760 shares; 2025Q2: 13,142 shares; 2025Q3: 12,664 shares; 2025Q4: 12,548 shares; 2026Q1: 12,764 shares; 2026Q2: 12,764 shares 12,764 $540K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,040 shares; 2025Q1: 4,718 shares; 2025Q2: 2,554 shares; 2025Q3: 2,551 shares; 2025Q4: 2,091 shares; 2026Q1: 2,004 shares; 2026Q2: 3,041 shares 3,041 $540K 0.01% +1,037 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 2,245 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares; 2026Q2: 2,128 shares 2,128 $538K 0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,720 shares; 2024Q4: 4,720 shares; 2025Q1: 4,720 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares; 2026Q2: 8,355 shares 8,355 $533K 0.01% +4,110 Timeline PSL 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: 2,674 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,524 shares; 2025Q4: 2,372 shares; 2026Q1: 2,372 shares; 2026Q2: 4,744 shares 4,744 $531K 0.01% +2,372 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,288 shares; 2026Q2: 2,235 shares 2,235 $530K 0.01% -53 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: 14,021 shares; 2024Q4: 14,065 shares; 2025Q1: 24,232 shares; 2025Q2: 12,641 shares; 2025Q3: 9,184 shares; 2025Q4: 8,555 shares; 2026Q1: 10,659 shares; 2026Q2: 15,176 shares 15,176 $528K 0.01% +4,517 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: 4,050 shares; 2024Q4: 3,975 shares; 2025Q1: 12,350 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 5,500 shares; 2026Q1: 5,700 shares; 2026Q2: 5,650 shares 5,650 $527K 0.01% -50 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,546 shares; 2024Q4: 12,609 shares; 2025Q1: 25,310 shares; 2025Q2: 13,988 shares; 2025Q3: 13,501 shares; 2025Q4: 13,501 shares; 2026Q1: 12,464 shares; 2026Q2: 10,639 shares 10,639 $523K 0.01% -1,825 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,356 shares; 2024Q4: 13,793 shares; 2025Q1: 20,872 shares; 2025Q2: 34,151 shares; 2025Q3: 33,022 shares; 2025Q4: 52,555 shares; 2026Q1: 52,956 shares; 2026Q2: 65,719 shares 65,719 $518K 0.01% +12,763 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 78 shares; 2025Q1: 246 shares; 2025Q2: 11,302 shares; 2025Q3: 11,160 shares; 2025Q4: 11,160 shares; 2026Q1: 11,160 shares; 2026Q2: 7,910 shares 7,910 $517K 0.01% -3,250 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,040 shares; 2024Q4: 1,906 shares; 2025Q1: 3,970 shares; 2025Q2: 2,837 shares; 2025Q3: 2,899 shares; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares; 2026Q2: 2,790 shares 2,790 $516K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,130 shares; 2025Q2: 3,342 shares; 2025Q3: 3,302 shares; 2025Q4: 3,302 shares; 2026Q1: 3,152 shares; 2026Q2: 3,152 shares 3,152 $516K 0.01% 0 Timeline HYLS 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: 47,450 shares; 2024Q4: 50,406 shares; 2025Q1: 187,040 shares; 2025Q2: 141,368 shares; 2025Q3: 14,346 shares; 2025Q4: 12,897 shares; 2026Q1: 12,615 shares; 2026Q2: 12,640 shares 12,640 $514K 0.01% +25 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 267 shares; 2025Q2: 95 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,485 shares; 2026Q2: 3,678 shares 3,678 $511K 0.01% +193 Timeline FLGV 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: 16,152 shares; 2024Q4: 16,809 shares; 2025Q1: 48,512 shares; 2025Q2: 23,931 shares; 2025Q3: 24,559 shares; 2025Q4: 24,110 shares; 2026Q1: 24,904 shares; 2026Q2: 25,153 shares 25,153 $510K 0.01% +249 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 4,715 shares; 2026Q1: 5,879 shares; 2026Q2: 8,585 shares 8,585 $509K 0.01% +2,706 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $509K 0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,556 shares; 2025Q1: 50,960 shares; 2025Q2: 22,256 shares; 2025Q3: 24,325 shares; 2025Q4: 25,337 shares; 2026Q1: 25,646 shares; 2026Q2: 25,146 shares 25,146 $507K 0.01% -500 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,657 shares; 2024Q4: 4,900 shares; 2025Q1: 14,509 shares; 2025Q2: 6,352 shares; 2025Q3: 6,586 shares; 2025Q4: 13,301 shares; 2026Q1: 13,257 shares; 2026Q2: 13,883 shares 13,883 $505K 0.01% +626 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: 5,566 shares; 2024Q4: 5,208 shares; 2025Q1: 14,211 shares; 2025Q2: 6,751 shares; 2025Q3: 4,222 shares; 2025Q4: 4,222 shares; 2026Q1: 4,222 shares; 2026Q2: 5,304 shares 5,304 $504K 0.01% +1,082 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,554 shares; 2024Q4: 28,300 shares; 2025Q1: 48,386 shares; 2025Q2: 48,059 shares; 2025Q3: 17,350 shares; 2025Q4: 15,150 shares; 2026Q1: 14,614 shares; 2026Q2: 10,199 shares 10,199 $504K 0.01% -4,415 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,190 shares; 2024Q4: 4,190 shares; 2025Q1: 10,130 shares; 2025Q2: 38,474 shares; 2025Q3: 38,474 shares; 2025Q4: 38,474 shares; 2026Q1: 38,874 shares; 2026Q2: 37,474 shares 37,474 $504K 0.01% -1,400 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,006 shares; 2024Q4: 3,571 shares; 2025Q1: 7,010 shares; 2025Q2: 3,624 shares; 2025Q3: 3,611 shares; 2025Q4: 4,106 shares; 2026Q1: 4,024 shares; 2026Q2: 18,295 shares 18,295 $501K 0.01% +14,271 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,591 shares; 2024Q4: 1,446 shares; 2025Q1: 8,092 shares; 2025Q2: 3,489 shares; 2025Q3: 294 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 11,730 shares 11,730 $501K 0.01% +11,529 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 79 shares; 2025Q1: 347 shares; 2025Q2: 7,316 shares; 2025Q3: 6,200 shares; 2025Q4: 8,200 shares; 2026Q1: 15,200 shares; 2026Q2: 17,900 shares 17,900 $498K 0.01% +2,700 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 4,504 shares; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares; 2026Q1: 2,962 shares; 2026Q2: 2,962 shares 2,962 $494K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 330,153 shares; 2025Q1: 968,213 shares; 2025Q2: 590,181 shares; 2025Q3: 564,926 shares; 2025Q4: 122,855 shares; 2026Q1: 88,727 shares; 2026Q2: 98,343 shares 98,343 $491K 0.01% +9,616 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,551 shares; 2024Q4: 10,170 shares; 2025Q1: 10,394 shares; 2025Q2: 5,063 shares; 2025Q3: 4,934 shares; 2025Q4: 6,037 shares; 2026Q1: 8,890 shares; 2026Q2: 10,114 shares 10,114 $490K 0.01% +1,224 Timeline FOCT 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: not reported; 2025Q3: not reported; 2025Q4: 9,330 shares; 2026Q1: 9,330 shares; 2026Q2: 9,330 shares 9,330 $488K 0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,506 shares; 2024Q4: 17,416 shares; 2025Q1: 39,247 shares; 2025Q2: 22,286 shares; 2025Q3: 24,180 shares; 2025Q4: 16,085 shares; 2026Q1: 14,830 shares; 2026Q2: 13,712 shares 13,712 $485K 0.01% -1,118 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: 3,751 shares; 2024Q4: 4,069 shares; 2025Q1: 10,390 shares; 2025Q2: 5,609 shares; 2025Q3: 4,334 shares; 2025Q4: 4,524 shares; 2026Q1: 4,194 shares; 2026Q2: 4,239 shares 4,239 $484K 0.01% +45 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: 60,348 shares; 2024Q4: 56,708 shares; 2025Q1: 84,969 shares; 2025Q2: 42,189 shares; 2025Q3: 30,900 shares; 2025Q4: 36,622 shares; 2026Q1: 91,757 shares; 2026Q2: 30,430 shares 30,430 $483K 0.01% -61,327 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,945 shares; 2024Q4: 6,928 shares; 2025Q1: 20,201 shares; 2025Q2: 6,932 shares; 2025Q3: 6,935 shares; 2025Q4: 6,937 shares; 2026Q1: 6,353 shares; 2026Q2: 6,359 shares 6,359 $482K 0.01% +6 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,750 shares; 2024Q4: 7,900 shares; 2025Q1: 8,650 shares; 2025Q2: 8,590 shares; 2025Q3: 8,590 shares; 2025Q4: 9,340 shares; 2026Q1: 9,744 shares; 2026Q2: 9,755 shares 9,755 $478K 0.01% +11 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 430 shares; 2025Q1: 1,375 shares; 2025Q2: 624 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 1,382 shares; 2026Q2: 1,433 shares 1,433 $475K 0.01% +51 Timeline DRLL 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: 8,623 shares; 2025Q1: 23,087 shares; 2025Q2: 14,474 shares; 2025Q3: 14,491 shares; 2025Q4: 14,154 shares; 2026Q1: 14,153 shares; 2026Q2: 14,064 shares 14,064 $471K 0.01% -89 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: 2,475 shares; 2024Q4: 1,153 shares; 2025Q1: 2,628 shares; 2025Q2: 16,547 shares; 2025Q3: 16,013 shares; 2025Q4: 27,553 shares; 2026Q1: 2,958 shares; 2026Q2: 3,983 shares 3,983 $467K 0.01% +1,025 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,598 shares; 2024Q4: 1,648 shares; 2025Q1: 5,404 shares; 2025Q2: 3,457 shares; 2025Q3: 3,457 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares; 2026Q2: 3,191 shares 3,191 $467K 0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,310 shares; 2024Q4: 342,135 shares; 2025Q1: 998,430 shares; 2025Q2: 559,345 shares; 2025Q3: 469,244 shares; 2025Q4: 79,433 shares; 2026Q1: 50,578 shares; 2026Q2: 44,473 shares 44,473 $467K 0.01% -6,105 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: 4,606 shares; 2025Q1: 11,112 shares; 2025Q2: 5,394 shares; 2025Q3: 5,394 shares; 2025Q4: 5,923 shares; 2026Q1: 7,224 shares; 2026Q2: 8,532 shares 8,532 $466K 0.01% +1,308 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: 646 shares; 2024Q4: 693 shares; 2025Q1: 2,106 shares; 2025Q2: 1,022 shares; 2025Q3: 1,221 shares; 2025Q4: 2,682 shares; 2026Q1: 3,298 shares; 2026Q2: 3,521 shares 3,521 $463K 0.01% +223 Timeline RSPN 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: 8,329 shares; 2024Q4: 9,056 shares; 2025Q1: 17,572 shares; 2025Q2: 8,486 shares; 2025Q3: 8,288 shares; 2025Q4: 8,288 shares; 2026Q1: 6,844 shares; 2026Q2: 7,230 shares 7,230 $463K 0.01% +386 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,338 shares; 2024Q4: 20,554 shares; 2025Q1: 54,429 shares; 2025Q2: 23,742 shares; 2025Q3: 20,999 shares; 2025Q4: 19,969 shares; 2026Q1: 17,969 shares; 2026Q2: 15,660 shares 15,660 $459K 0.01% -2,309 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: 135,854 shares; 2024Q4: 264,095 shares; 2025Q1: 440,408 shares; 2025Q2: 202,829 shares; 2025Q3: 12,051 shares; 2025Q4: 12,333 shares; 2026Q1: 12,201 shares; 2026Q2: 12,655 shares 12,655 $457K 0.01% +454 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: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 912 shares; 2026Q1: 912 shares; 2026Q2: 5,472 shares 5,472 $452K 0.01% +4,560 Timeline XBI 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: 1,491 shares; 2024Q4: 1,191 shares; 2025Q1: 3,662 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares; 2026Q2: 2,855 shares 2,855 $452K 0.01% -175 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,359 shares; 2024Q4: 10,141 shares; 2025Q1: 29,719 shares; 2025Q2: 12,303 shares; 2025Q3: 3,888 shares; 2025Q4: 4,222 shares; 2026Q1: 4,243 shares; 2026Q2: 4,683 shares 4,683 $452K 0.01% +440 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,330 shares; 2024Q4: 37,330 shares; 2025Q1: 37,330 shares; 2025Q2: 40,654 shares; 2025Q3: 40,654 shares; 2025Q4: 40,654 shares; 2026Q1: 40,654 shares; 2026Q2: 53,415 shares 53,415 $450K 0.01% +12,761 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 6,240 shares; 2025Q2: 4,680 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,440 shares; 2026Q2: 4,440 shares 4,440 $449K 0.01% 0 Timeline MISL 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: 200 shares; 2025Q1: 3,400 shares; 2025Q2: 8,072 shares; 2025Q3: 8,072 shares; 2025Q4: 7,650 shares; 2026Q1: 9,372 shares; 2026Q2: 9,796 shares 9,796 $448K 0.01% +424 Timeline DERM JOURNEY MED CORP More: the full row for JOURNEY MED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,280 shares; 2024Q4: 63,280 shares; 2025Q1: 63,280 shares; 2025Q2: 63,280 shares; 2025Q3: 63,280 shares; 2025Q4: 63,280 shares; 2026Q1: not reported; 2026Q2: 63,280 shares 63,280 $448K 0.01% new 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: 5,057 shares; 2024Q4: 5,057 shares; 2025Q1: 14,971 shares; 2025Q2: 10,314 shares; 2025Q3: 10,314 shares; 2025Q4: 10,314 shares; 2026Q1: 10,314 shares; 2026Q2: 10,314 shares 10,314 $448K 0.01% 0 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: 11,915 shares; 2024Q4: 17,810 shares; 2025Q1: 37,645 shares; 2025Q2: 19,635 shares; 2025Q3: 19,970 shares; 2025Q4: 18,770 shares; 2026Q1: 19,930 shares; 2026Q2: 19,930 shares 19,930 $445K 0.01% 0 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: 200 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 1,304 shares; 2026Q1: 2,106 shares; 2026Q2: 2,322 shares 2,322 $445K 0.01% +216 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,402 shares; 2024Q4: 4,402 shares; 2025Q1: 8,530 shares; 2025Q2: 4,831 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares; 2026Q1: 4,831 shares; 2026Q2: 7,262 shares 7,262 $445K 0.01% +2,431 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753 shares; 2024Q4: 673 shares; 2025Q1: 1,591 shares; 2025Q2: 1,073 shares; 2025Q3: 1,041 shares; 2025Q4: 1,042 shares; 2026Q1: 1,104 shares; 2026Q2: 1,396 shares 1,396 $444K 0.01% +292 Timeline ARKG 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: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 13,924 shares; 2025Q3: 13,924 shares; 2025Q4: 12,522 shares; 2026Q1: 12,522 shares; 2026Q2: 10,561 shares 10,561 $444K 0.01% -1,961 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 4,140 shares; 2025Q2: 3,105 shares; 2025Q3: 3,105 shares; 2025Q4: 3,105 shares; 2026Q1: 3,105 shares; 2026Q2: 3,105 shares 3,105 $444K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 1,903 shares; 2025Q1: 3,920 shares; 2025Q2: 1,935 shares; 2025Q3: 1,833 shares; 2025Q4: 1,868 shares; 2026Q1: 1,872 shares; 2026Q2: 1,877 shares 1,877 $438K 0.01% +5 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,943 shares; 2024Q4: 4,028 shares; 2025Q1: 14,371 shares; 2025Q2: 8,306 shares; 2025Q3: 7,670 shares; 2025Q4: 7,670 shares; 2026Q1: 8,200 shares; 2026Q2: 8,200 shares 8,200 $436K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,230 shares; 2024Q4: 11,280 shares; 2025Q1: 33,052 shares; 2025Q2: 14,948 shares; 2025Q3: 12,478 shares; 2025Q4: 11,826 shares; 2026Q1: 15,225 shares; 2026Q2: 11,765 shares 11,765 $435K 0.01% -3,460 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 390 shares; 2025Q4: 484 shares; 2026Q1: 648 shares; 2026Q2: 702 shares 702 $433K 0.01% +54 Timeline DRUP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,635 shares; 2024Q4: 11,335 shares; 2025Q1: 9,125 shares; 2025Q2: 7,875 shares; 2025Q3: 7,775 shares; 2025Q4: 7,695 shares; 2026Q1: 6,965 shares; 2026Q2: 6,965 shares 6,965 $433K 0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 524 shares; 2025Q1: 1,431 shares; 2025Q2: 4,091 shares; 2025Q3: 2,858 shares; 2025Q4: 3,973 shares; 2026Q1: 3,958 shares; 2026Q2: 2,858 shares 2,858 $432K 0.01% -1,100 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 1,441 shares; 2025Q4: 2,880 shares; 2026Q1: 4,830 shares; 2026Q2: 8,547 shares 8,547 $432K 0.01% +3,717 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,140 shares; 2025Q1: 21,660 shares; 2025Q2: 22,070 shares; 2025Q3: 8,105 shares; 2025Q4: 10,463 shares; 2026Q1: 13,142 shares; 2026Q2: 15,650 shares 15,650 $428K 0.01% +2,508 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: 18,278 shares; 2024Q4: 17,231 shares; 2025Q1: 3,334 shares; 2025Q2: 2,090 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,358 shares; 2026Q2: 1,345 shares 1,345 $427K 0.01% -13 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: 59,375 shares; 2024Q4: 58,797 shares; 2025Q1: 168,182 shares; 2025Q2: 111,917 shares; 2025Q3: 107,880 shares; 2025Q4: 22,539 shares; 2026Q1: 21,919 shares; 2026Q2: 22,321 shares 22,321 $427K 0.01% +402 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,961 shares; 2024Q4: 2,002 shares; 2025Q1: 9,262 shares; 2025Q2: 4,176 shares; 2025Q3: 2,921 shares; 2025Q4: 3,234 shares; 2026Q1: 3,191 shares; 2026Q2: 3,265 shares 3,265 $426K 0.01% +74 Timeline HERD 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: 3,275 shares; 2024Q4: 4,005 shares; 2025Q1: 4,252 shares; 2025Q2: 4,461 shares; 2025Q3: 4,938 shares; 2025Q4: 4,938 shares; 2026Q1: 4,822 shares; 2026Q2: 9,042 shares 9,042 $426K 0.01% +4,220 Timeline EMLP 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: 3,468 shares; 2024Q4: 3,426 shares; 2025Q1: 12,504 shares; 2025Q2: 9,215 shares; 2025Q3: 9,078 shares; 2025Q4: 9,078 shares; 2026Q1: 9,771 shares; 2026Q2: 9,771 shares 9,771 $425K 0.01% 0 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,725 shares; 2024Q4: 9,725 shares; 2025Q1: 8,865 shares; 2025Q2: 7,340 shares; 2025Q3: 6,440 shares; 2025Q4: 6,250 shares; 2026Q1: 6,375 shares; 2026Q2: 6,075 shares 6,075 $423K 0.01% -300 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,072 shares; 2024Q4: 1,130 shares; 2025Q1: 4,697 shares; 2025Q2: 3,459 shares; 2025Q3: 3,068 shares; 2025Q4: 4,712 shares; 2026Q1: 4,572 shares; 2026Q2: 4,454 shares 4,454 $422K 0.01% -118 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,712 shares; 2026Q1: 4,712 shares; 2026Q2: 4,718 shares 4,718 $421K 0.01% +6 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,289 shares; 2024Q4: 2,293 shares; 2025Q1: 5,786 shares; 2025Q2: 3,307 shares; 2025Q3: 2,940 shares; 2025Q4: 2,413 shares; 2026Q1: 2,261 shares; 2026Q2: 2,163 shares 2,163 $421K 0.01% -98 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,807 shares; 2024Q4: 33,433 shares; 2025Q1: 28,891 shares; 2025Q2: 27,824 shares; 2025Q3: 8,420 shares; 2025Q4: 7,728 shares; 2026Q1: 7,488 shares; 2026Q2: 7,473 shares 7,473 $420K 0.01% -15 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,464 shares; 2024Q4: 5,978 shares; 2025Q1: 16,557 shares; 2025Q2: 7,062 shares; 2025Q3: 3,899 shares; 2025Q4: 3,840 shares; 2026Q1: 3,964 shares; 2026Q2: 3,878 shares 3,878 $418K 0.01% -86 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,970 shares; 2025Q1: 4,498 shares; 2025Q2: 2,783 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 2,725 shares; 2026Q2: 2,365 shares 2,365 $418K 0.01% -360 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 61 shares; 2025Q1: 1,005 shares; 2025Q2: 451 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,150 shares; 2026Q2: 3,750 shares 3,750 $417K 0.01% +2,600 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 2,112 shares; 2025Q1: 4,568 shares; 2025Q2: 2,413 shares; 2025Q3: 2,183 shares; 2025Q4: 2,194 shares; 2026Q1: 5,647 shares; 2026Q2: 5,917 shares 5,917 $417K 0.01% +270 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,829 shares; 2024Q4: 9,842 shares; 2025Q1: 21,376 shares; 2025Q2: 15,268 shares; 2025Q3: 14,589 shares; 2025Q4: 14,607 shares; 2026Q1: 14,634 shares; 2026Q2: 14,650 shares 14,650 $416K 0.01% +16 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 14,090 shares; 2025Q2: 6,832 shares; 2025Q3: 8,035 shares; 2025Q4: 9,575 shares; 2026Q1: 11,569 shares; 2026Q2: 5,576 shares 5,576 $414K 0.01% -5,993 Timeline AAPR 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: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 14,000 shares 14,000 $413K 0.01% +7,000 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,853 shares; 2024Q4: 23,745 shares; 2025Q1: 44,284 shares; 2025Q2: 21,467 shares; 2025Q3: 21,467 shares; 2025Q4: 10,567 shares; 2026Q1: 10,567 shares; 2026Q2: 10,567 shares 10,567 $412K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,556 shares; 2025Q1: 11,177 shares; 2025Q2: 15,843 shares; 2025Q3: 16,186 shares; 2025Q4: 16,007 shares; 2026Q1: 15,661 shares; 2026Q2: 15,849 shares 15,849 $411K 0.01% +188 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares; 2026Q2: 9,717 shares 9,717 $411K 0.01% +117 Timeline UPGD 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 5,000 shares 5,000 $410K 0.01% +2,500 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: 21,340 shares; 2024Q4: 21,135 shares; 2025Q1: 42,118 shares; 2025Q2: 16,630 shares; 2025Q3: 16,521 shares; 2025Q4: 13,262 shares; 2026Q1: 12,263 shares; 2026Q2: 4,002 shares 4,002 $409K 0.01% -8,261 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,555 shares; 2025Q1: 4,301 shares; 2025Q2: 4,400 shares; 2025Q3: 4,047 shares; 2025Q4: 5,599 shares; 2026Q1: 5,599 shares; 2026Q2: 9,272 shares 9,272 $407K 0.01% +3,673 Timeline NOVM 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: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,240 shares; 2025Q3: 6,240 shares; 2025Q4: 6,240 shares; 2026Q1: 5,990 shares; 2026Q2: 11,980 shares 11,980 $404K 0.01% +5,990 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,472 shares; 2024Q4: 15,255 shares; 2025Q1: 31,010 shares; 2025Q2: 14,190 shares; 2025Q3: 14,190 shares; 2025Q4: 14,190 shares; 2026Q1: 14,793 shares; 2026Q2: 15,301 shares 15,301 $400K 0.01% +508 Timeline JBND 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: 2,159 shares; 2025Q1: 3,067 shares; 2025Q2: 2,120 shares; 2025Q3: 2,717 shares; 2025Q4: 5,236 shares; 2026Q1: 8,529 shares; 2026Q2: 7,472 shares 7,472 $400K 0.01% -1,057 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,131 shares; 2024Q4: 7,473 shares; 2025Q1: 28,307 shares; 2025Q2: 11,350 shares; 2025Q3: 10,015 shares; 2025Q4: 9,553 shares; 2026Q1: 10,159 shares; 2026Q2: 10,735 shares 10,735 $397K 0.01% +576 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,937 shares; 2024Q4: 7,652 shares; 2025Q1: 21,521 shares; 2025Q2: 8,887 shares; 2025Q3: 8,887 shares; 2025Q4: 8,888 shares; 2026Q1: 8,888 shares; 2026Q2: 8,888 shares 8,888 $395K 0.01% 0 Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,373 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,825 shares; 2026Q2: 23,175 shares 23,175 $388K 0.01% +2,350 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,375 shares; 2024Q4: 9,375 shares; 2025Q1: 9,125 shares; 2025Q2: 9,125 shares; 2025Q3: 9,125 shares; 2025Q4: 9,125 shares; 2026Q1: 8,125 shares; 2026Q2: 8,125 shares 8,125 $386K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,132 shares; 2024Q4: 7,890 shares; 2025Q1: 18,140 shares; 2025Q2: 10,761 shares; 2025Q3: 9,124 shares; 2025Q4: 8,730 shares; 2026Q1: 8,260 shares; 2026Q2: 7,867 shares 7,867 $383K 0.01% -393 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,299 shares; 2024Q4: 4,667 shares; 2025Q1: 16,990 shares; 2025Q2: 12,050 shares; 2025Q3: 8,018 shares; 2025Q4: 8,210 shares; 2026Q1: 8,276 shares; 2026Q2: 4,929 shares 4,929 $382K 0.01% -3,347 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,461 shares; 2024Q4: 9,355 shares; 2025Q1: 20,473 shares; 2025Q2: 11,720 shares; 2025Q3: 10,986 shares; 2025Q4: 8,843 shares; 2026Q1: 7,813 shares; 2026Q2: 7,427 shares 7,427 $382K 0.01% -386 Timeline FXZ 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: 2,321 shares; 2024Q4: 2,216 shares; 2025Q1: 10,154 shares; 2025Q2: 5,980 shares; 2025Q3: 4,855 shares; 2025Q4: 4,645 shares; 2026Q1: 4,716 shares; 2026Q2: 4,716 shares 4,716 $375K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,189 shares; 2024Q4: 76,019 shares; 2025Q1: 135,989 shares; 2025Q2: 66,105 shares; 2025Q3: 61,037 shares; 2025Q4: 57,235 shares; 2026Q1: 56,838 shares; 2026Q2: 2,550 shares 2,550 $373K 0.01% -54,288 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 13,564 shares; 2025Q3: 9,231 shares; 2025Q4: 9,427 shares; 2026Q1: 9,427 shares; 2026Q2: 9,359 shares 9,359 $367K 0.01% -68 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,360 shares; 2025Q2: 5,330 shares; 2025Q3: 6,580 shares; 2025Q4: 6,580 shares; 2026Q1: 7,915 shares; 2026Q2: 8,475 shares 8,475 $365K 0.01% +560 Timeline RSPG 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: 864 shares; 2024Q4: 864 shares; 2025Q1: 3,300 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 4,712 shares; 2026Q2: 3,728 shares 3,728 $365K 0.01% -984 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,201 shares; 2024Q4: 1,288 shares; 2025Q1: 65,286 shares; 2025Q2: 5,252 shares; 2025Q3: 9,702 shares; 2025Q4: 9,702 shares; 2026Q1: 9,233 shares; 2026Q2: 14,528 shares 14,528 $364K 0.01% +5,295 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 194 shares; 2025Q2: 111 shares; 2025Q3: 106 shares; 2025Q4: 95 shares; 2026Q1: 166 shares; 2026Q2: 184 shares 184 $359K 0.01% +18 Timeline BBUS 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: 5,162 shares; 2024Q4: 5,596 shares; 2025Q1: 16,673 shares; 2025Q2: 8,143 shares; 2025Q3: 10,763 shares; 2025Q4: 11,258 shares; 2026Q1: 10,525 shares; 2026Q2: 2,666 shares 2,666 $359K 0.01% -7,859 Timeline ARKQ 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 360 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 2,533 shares; 2026Q2: 2,702 shares 2,702 $357K 0.01% +169 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 2,523 shares; 2025Q1: 6,515 shares; 2025Q2: 3,590 shares; 2025Q3: 3,746 shares; 2025Q4: 4,254 shares; 2026Q1: 4,896 shares; 2026Q2: 4,901 shares 4,901 $357K 0.01% +5 Timeline OCTM 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: 5,300 shares; 2025Q1: 13,900 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares; 2026Q2: 10,600 shares 10,600 $356K 0.01% +2,000 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 294 shares; 2025Q1: 567 shares; 2025Q2: 1,013 shares; 2025Q3: 851 shares; 2025Q4: 683 shares; 2026Q1: 1,057 shares; 2026Q2: 1,079 shares 1,079 $356K 0.01% +22 Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR 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: not reported; 2026Q1: 11,784 shares; 2026Q2: 11,784 shares 11,784 $353K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,314 shares; 2024Q4: 8,415 shares; 2025Q1: 23,222 shares; 2025Q2: 12,559 shares; 2025Q3: 12,563 shares; 2025Q4: 10,317 shares; 2026Q1: 9,755 shares; 2026Q2: 5,257 shares 5,257 $352K 0.01% -4,498 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,600 shares; 2024Q4: 7,900 shares; 2025Q1: 7,800 shares; 2025Q2: 7,855 shares; 2025Q3: 7,855 shares; 2025Q4: 7,830 shares; 2026Q1: 7,530 shares; 2026Q2: 7,680 shares 7,680 $352K 0.01% +150 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,030 shares; 2024Q4: 3,311 shares; 2025Q1: 7,498 shares; 2025Q2: 5,330 shares; 2025Q3: 4,194 shares; 2025Q4: 3,902 shares; 2026Q1: 4,127 shares; 2026Q2: 4,127 shares 4,127 $350K 0.01% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 539 shares; 2025Q1: 1,589 shares; 2025Q2: 955 shares; 2025Q3: 1,019 shares; 2025Q4: 1,141 shares; 2026Q1: 1,201 shares; 2026Q2: 2,425 shares 2,425 $347K 0.01% +1,224 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,584 shares; 2024Q4: 12,357 shares; 2025Q1: 23,180 shares; 2025Q2: 11,219 shares; 2025Q3: 5,496 shares; 2025Q4: 5,290 shares; 2026Q1: 4,604 shares; 2026Q2: 6,735 shares 6,735 $344K 0.01% +2,131 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 4,003 shares; 2025Q4: 4,015 shares; 2026Q1: 4,032 shares; 2026Q2: 4,032 shares 4,032 $343K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: 2,128 shares; 2025Q2: 1,454 shares; 2025Q3: 1,101 shares; 2025Q4: 2,141 shares; 2026Q1: 2,300 shares; 2026Q2: 1,944 shares 1,944 $342K 0.01% -356 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: 358 shares; 2024Q4: 421 shares; 2025Q1: 2,957 shares; 2025Q2: 1,150 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 535 shares; 2026Q2: 535 shares 535 $342K 0.01% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,305 shares; 2026Q1: 2,859 shares; 2026Q2: 6,138 shares 6,138 $341K 0.01% +3,279 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,216 shares; 2024Q4: 502 shares; 2025Q1: 959 shares; 2025Q2: 1,646 shares; 2025Q3: 1,580 shares; 2025Q4: 1,530 shares; 2026Q1: 1,295 shares; 2026Q2: 1,445 shares 1,445 $341K 0.01% +150 Timeline FXR 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: 1,681 shares; 2024Q4: 1,459 shares; 2025Q1: 4,332 shares; 2025Q2: 2,725 shares; 2025Q3: 2,729 shares; 2025Q4: 2,734 shares; 2026Q1: 3,237 shares; 2026Q2: 3,741 shares 3,741 $341K 0.01% +504 Timeline VIGI 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: 2,888 shares; 2024Q4: 3,153 shares; 2025Q1: 8,672 shares; 2025Q2: 4,519 shares; 2025Q3: 4,900 shares; 2025Q4: 4,635 shares; 2026Q1: 3,640 shares; 2026Q2: 3,641 shares 3,641 $340K 0.01% +1 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,721 shares; 2024Q4: 25,694 shares; 2025Q1: 58,715 shares; 2025Q2: 32,969 shares; 2025Q3: 34,322 shares; 2025Q4: 30,075 shares; 2026Q1: 25,860 shares; 2026Q2: 20,329 shares 20,329 $339K 0.01% -5,531 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,218 shares; 2024Q4: 6,258 shares; 2025Q1: 8,243 shares; 2025Q2: 3,525 shares; 2025Q3: 4,553 shares; 2025Q4: 3,010 shares; 2026Q1: 2,920 shares; 2026Q2: 8,330 shares 8,330 $338K 0.01% +5,410 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,472 shares; 2025Q1: 3,905 shares; 2025Q2: 2,219 shares; 2025Q3: 2,121 shares; 2025Q4: 2,076 shares; 2026Q1: 2,076 shares; 2026Q2: 2,057 shares 2,057 $337K 0.01% -19 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: 7,286 shares; 2024Q4: 7,424 shares; 2025Q1: 17,084 shares; 2025Q2: 7,247 shares; 2025Q3: 4,296 shares; 2025Q4: 4,481 shares; 2026Q1: 4,266 shares; 2026Q2: 4,056 shares 4,056 $335K 0.01% -210 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 1,235 shares; 2025Q3: 1,918 shares; 2025Q4: 4,081 shares; 2026Q1: 7,844 shares; 2026Q2: 5,608 shares 5,608 $335K 0.01% -2,236 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: 45,384 shares; 2024Q4: 115,060 shares; 2025Q1: 860,627 shares; 2025Q2: 392,289 shares; 2025Q3: 11,138 shares; 2025Q4: 12,096 shares; 2026Q1: 11,371 shares; 2026Q2: 11,371 shares 11,371 $335K 0.01% 0 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,560 shares; 2024Q4: 35,477 shares; 2025Q1: 80,478 shares; 2025Q2: 40,891 shares; 2025Q3: 34,716 shares; 2025Q4: 34,526 shares; 2026Q1: 34,296 shares; 2026Q2: 34,596 shares 34,596 $334K 0.01% +300 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,735 shares; 2024Q4: 10,736 shares; 2025Q1: 10,247 shares; 2025Q2: 34,321 shares; 2025Q3: 40,855 shares; 2025Q4: 33,352 shares; 2026Q1: 4,684 shares; 2026Q2: 4,436 shares 4,436 $334K 0.01% -248 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 2,197 shares; 2025Q2: 1,242 shares; 2025Q3: 937 shares; 2025Q4: 946 shares; 2026Q1: 946 shares; 2026Q2: 802 shares 802 $334K 0.01% -144 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: 1,384 shares; 2024Q4: 7,577 shares; 2025Q1: 21,579 shares; 2025Q2: 7,700 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,454 shares; 2026Q2: 1,462 shares 1,462 $330K 0.01% +8 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,072 shares; 2024Q4: 8,131 shares; 2025Q1: 22,348 shares; 2025Q2: 14,597 shares; 2025Q3: 8,260 shares; 2025Q4: 14,810 shares; 2026Q1: 14,907 shares; 2026Q2: 12,037 shares 12,037 $329K 0.01% -2,870 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,639 shares; 2024Q4: 2,472 shares; 2025Q1: 6,835 shares; 2025Q2: 4,398 shares; 2025Q3: 4,130 shares; 2025Q4: 3,366 shares; 2026Q1: 2,906 shares; 2026Q2: 2,667 shares 2,667 $324K 0.01% -239 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,824 shares; 2024Q4: 9,113 shares; 2025Q1: 7,939 shares; 2025Q2: 1,107 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 2,155 shares; 2026Q2: 12,344 shares 12,344 $324K 0.01% +10,189 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,143 shares; 2024Q4: 977 shares; 2025Q1: 2,310 shares; 2025Q2: 1,181 shares; 2025Q3: 2,020 shares; 2025Q4: 1,979 shares; 2026Q1: 1,971 shares; 2026Q2: 2,013 shares 2,013 $322K 0.01% +42 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,102 shares; 2025Q2: 7,566 shares; 2025Q3: 7,834 shares; 2025Q4: 16,233 shares; 2026Q1: 17,312 shares; 2026Q2: 17,847 shares 17,847 $319K 0.01% +535 Timeline CLOA 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: 2,229 shares; 2025Q4: 2,124 shares; 2026Q1: 5,717 shares; 2026Q2: 6,148 shares 6,148 $319K 0.01% +431 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,468 shares; 2024Q4: 2,062 shares; 2025Q1: 6,383 shares; 2025Q2: 4,196 shares; 2025Q3: 4,107 shares; 2025Q4: 4,087 shares; 2026Q1: 4,038 shares; 2026Q2: 4,259 shares 4,259 $317K 0.01% +221 Timeline SMAY 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: 6,280 shares; 2025Q1: 6,280 shares; 2025Q2: 5,580 shares; 2025Q3: 5,580 shares; 2025Q4: 5,580 shares; 2026Q1: 5,580 shares; 2026Q2: 11,160 shares 11,160 $317K 0.01% +5,580 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 7,887 shares; 2026Q1: 4,486 shares; 2026Q2: 4,190 shares 4,190 $317K 0.01% -296 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,872 shares; 2025Q1: 16,174 shares; 2025Q2: 12,413 shares; 2025Q3: 12,539 shares; 2025Q4: 12,564 shares; 2026Q1: 12,739 shares; 2026Q2: 10,792 shares 10,792 $317K 0.01% -1,947 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,367 shares; 2024Q4: 3,372 shares; 2025Q1: 10,113 shares; 2025Q2: 6,751 shares; 2025Q3: 5,964 shares; 2025Q4: 5,967 shares; 2026Q1: 4,969 shares; 2026Q2: 5,032 shares 5,032 $316K 0.01% +63 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,231 shares; 2024Q4: 12,831 shares; 2025Q1: 24,852 shares; 2025Q2: 10,646 shares; 2025Q3: 15,089 shares; 2025Q4: 11,836 shares; 2026Q1: 16,436 shares; 2026Q2: 18,736 shares 18,736 $313K 0.01% +2,300 Timeline FHLC 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: 4,022 shares; 2024Q4: 4,022 shares; 2025Q1: 4,093 shares; 2025Q2: 4,022 shares; 2025Q3: 4,317 shares; 2025Q4: 4,116 shares; 2026Q1: 4,036 shares; 2026Q2: 4,036 shares 4,036 $312K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,462 shares; 2024Q4: 2,376 shares; 2025Q1: 11,931 shares; 2025Q2: 6,630 shares; 2025Q3: 4,207 shares; 2025Q4: 14,541 shares; 2026Q1: 13,798 shares; 2026Q2: 13,024 shares 13,024 $312K 0.01% -774 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,879 shares; 2024Q4: 1,646 shares; 2025Q1: 5,448 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,986 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993 $308K 0.01% 0 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares; 2026Q2: 5,300 shares 5,300 $306K 0.01% 0 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: 1,693 shares; 2024Q4: 1,882 shares; 2025Q1: 1,872 shares; 2025Q2: 2,140 shares; 2025Q3: 2,544 shares; 2025Q4: 2,100 shares; 2026Q1: 4,410 shares; 2026Q2: 4,395 shares 4,395 $305K 0.01% -15 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,038 shares; 2024Q4: 4,538 shares; 2025Q1: 11,520 shares; 2025Q2: 7,005 shares; 2025Q3: 6,396 shares; 2025Q4: 4,396 shares; 2026Q1: 4,396 shares; 2026Q2: 4,396 shares 4,396 $304K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,088 shares; 2024Q4: 2,107 shares; 2025Q1: 5,194 shares; 2025Q2: 3,138 shares; 2025Q3: 2,015 shares; 2025Q4: 2,009 shares; 2026Q1: 1,995 shares; 2026Q2: 1,995 shares 1,995 $304K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,372 shares; 2024Q4: 4,228 shares; 2025Q1: 13,195 shares; 2025Q2: 5,991 shares; 2025Q3: 3,397 shares; 2025Q4: 3,326 shares; 2026Q1: 3,248 shares; 2026Q2: 3,311 shares 3,311 $304K 0.01% +63 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321 shares; 2024Q4: 319 shares; 2025Q1: 543 shares; 2025Q2: 467 shares; 2025Q3: 426 shares; 2025Q4: 526 shares; 2026Q1: 526 shares; 2026Q2: 526 shares 526 $303K 0.01% 0 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: 26,819 shares; 2024Q4: 27,005 shares; 2025Q1: 55,506 shares; 2025Q2: 9,511 shares; 2025Q3: 9,271 shares; 2025Q4: 907 shares; 2026Q1: 1,129 shares; 2026Q2: 2,012 shares 2,012 $302K 0.01% +883 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,111 shares; 2024Q4: 2,020 shares; 2025Q1: 3,996 shares; 2025Q2: 1,955 shares; 2025Q3: 1,770 shares; 2025Q4: 1,474 shares; 2026Q1: 1,440 shares; 2026Q2: 1,416 shares 1,416 $302K 0.01% -24 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: 627 shares; 2025Q1: 1,754 shares; 2025Q2: 127 shares; 2025Q3: 582 shares; 2025Q4: 6,593 shares; 2026Q1: 7,483 shares; 2026Q2: 6,722 shares 6,722 $301K 0.01% -761 Timeline VRP 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: 10,409 shares; 2024Q4: 10,667 shares; 2025Q1: 25,105 shares; 2025Q2: 12,432 shares; 2025Q3: 12,260 shares; 2025Q4: 11,678 shares; 2026Q1: 11,696 shares; 2026Q2: 12,360 shares 12,360 $300K 0.01% +664 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,585 shares; 2025Q1: 4,585 shares; 2025Q2: 4,585 shares; 2025Q3: 5,664 shares; 2025Q4: 5,664 shares; 2026Q1: 5,664 shares; 2026Q2: 5,957 shares 5,957 $298K 0.01% +293 Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,805 shares; 2025Q1: 19,137 shares; 2025Q2: 11,844 shares; 2025Q3: 12,038 shares; 2025Q4: 6,268 shares; 2026Q1: 6,268 shares; 2026Q2: 6,268 shares 6,268 $297K 0.01% 0 Timeline BSJS 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: not reported; 2024Q4: 9,438 shares; 2025Q1: 19,189 shares; 2025Q2: 9,751 shares; 2025Q3: 14,201 shares; 2025Q4: 13,101 shares; 2026Q1: 13,561 shares; 2026Q2: 13,561 shares 13,561 $295K 0.01% 0 Timeline PWB 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: 15,910 shares; 2024Q4: 12,892 shares; 2025Q1: 2,504 shares; 2025Q2: 2,295 shares; 2025Q3: 2,180 shares; 2025Q4: 1,874 shares; 2026Q1: 1,699 shares; 2026Q2: 1,739 shares 1,739 $293K 0.01% +40 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 3,545 shares; 2025Q3: 3,880 shares; 2025Q4: 3,395 shares; 2026Q1: 3,480 shares; 2026Q2: 3,640 shares 3,640 $288K 0.01% +160 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 50 shares; 2025Q2: 59 shares; 2025Q3: 1,200 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 2,115 shares 2,115 $288K 0.01% +465 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: 707 shares; 2024Q4: 581 shares; 2025Q1: 3,457 shares; 2025Q2: 2,004 shares; 2025Q3: 516 shares; 2025Q4: 871 shares; 2026Q1: 784 shares; 2026Q2: 1,812 shares 1,812 $287K 0.01% +1,028 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 937 shares; 2024Q4: 938 shares; 2025Q1: 2,937 shares; 2025Q2: 1,869 shares; 2025Q3: 1,659 shares; 2025Q4: 1,867 shares; 2026Q1: 3,889 shares; 2026Q2: 3,774 shares 3,774 $287K 0.01% -115 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,412 shares; 2024Q4: 10,736 shares; 2025Q1: 24,345 shares; 2025Q2: 11,918 shares; 2025Q3: 8,016 shares; 2025Q4: 7,174 shares; 2026Q1: 7,695 shares; 2026Q2: 8,365 shares 8,365 $284K 0.01% +670 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,754 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,246 shares 8,246 $283K 0.01% new Timeline VV 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: 684 shares; 2024Q4: 686 shares; 2025Q1: 762 shares; 2025Q2: 836 shares; 2025Q3: 699 shares; 2025Q4: 701 shares; 2026Q1: 702 shares; 2026Q2: 817 shares 817 $281K 0.01% +115 Timeline LDSF 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: 4,940 shares; 2024Q4: 4,940 shares; 2025Q1: 19,760 shares; 2025Q2: 14,820 shares; 2025Q3: 14,820 shares; 2025Q4: 14,820 shares; 2026Q1: 14,820 shares; 2026Q2: 14,820 shares 14,820 $280K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,929 shares; 2024Q4: 14,705 shares; 2025Q1: 49,567 shares; 2025Q2: 24,960 shares; 2025Q3: 21,583 shares; 2025Q4: 23,059 shares; 2026Q1: 3,771 shares; 2026Q2: 3,895 shares 3,895 $280K 0.01% +124 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,214 shares; 2024Q4: 2,375 shares; 2025Q1: 22,908 shares; 2025Q2: 22,139 shares; 2025Q3: 1,362 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 36,442 shares 36,442 $280K 0.01% +35,830 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,346 shares; 2024Q4: 1,246 shares; 2025Q1: 2,830 shares; 2025Q2: 1,857 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares; 2026Q1: 1,947 shares; 2026Q2: 1,947 shares 1,947 $279K 0.01% 0 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 18,300 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 10,700 shares; 2026Q2: 10,950 shares 10,950 $279K 0.01% +250 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,086 shares; 2024Q4: 2,086 shares; 2025Q1: 5,401 shares; 2025Q2: 3,948 shares; 2025Q3: 3,948 shares; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares; 2026Q2: 6,862 shares 6,862 $279K 0.01% +2,692 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,764 shares; 2025Q3: 2,700 shares; 2025Q4: 4,012 shares; 2026Q1: 3,424 shares; 2026Q2: 2,786 shares 2,786 $279K 0.01% -638 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 4,545 shares; 2025Q2: 1,697 shares; 2025Q3: 3,915 shares; 2025Q4: 3,927 shares; 2026Q1: 4,006 shares; 2026Q2: 4,046 shares 4,046 $278K 0.01% +40 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,450 shares; 2024Q4: 3,150 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $278K 0.01% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,694 shares; 2024Q4: 3,694 shares; 2025Q1: 7,405 shares; 2025Q2: 3,616 shares; 2025Q3: 3,597 shares; 2025Q4: 3,597 shares; 2026Q1: 3,597 shares; 2026Q2: 3,597 shares 3,597 $277K 0.01% 0 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,511 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares; 2026Q2: 1,511 shares 1,511 $276K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,890 shares; 2024Q4: 5,424 shares; 2025Q1: 15,243 shares; 2025Q2: 8,642 shares; 2025Q3: 4,376 shares; 2025Q4: 5,585 shares; 2026Q1: 3,837 shares; 2026Q2: 3,552 shares 3,552 $274K 0.01% -285 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 5,700 shares 5,700 $272K 0.01% +2,850 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 255 shares; 2025Q1: 1,089 shares; 2025Q2: 849 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $272K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372 shares; 2024Q4: 373 shares; 2025Q1: 859 shares; 2025Q2: 415 shares; 2025Q3: 338 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $272K 0.01% 0 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: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 7,472 shares; 2025Q2: 5,304 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares; 2026Q1: 3,132 shares; 2026Q2: 3,132 shares 3,132 $272K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,369 shares; 2025Q1: 25,662 shares; 2025Q2: 13,704 shares; 2025Q3: 9,610 shares; 2025Q4: 15,484 shares; 2026Q1: 8,521 shares; 2026Q2: 10,131 shares 10,131 $270K 0.01% +1,610 Timeline IYY 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: 1,907 shares; 2025Q1: 4,314 shares; 2025Q2: 2,407 shares; 2025Q3: 2,407 shares; 2025Q4: 1,620 shares; 2026Q1: 1,478 shares; 2026Q2: 1,478 shares 1,478 $269K 0.01% 0 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: 44,887 shares; 2024Q4: 3,745 shares; 2025Q1: 3,745 shares; 2025Q2: 3,422 shares; 2025Q3: 3,399 shares; 2025Q4: 4,104 shares; 2026Q1: 3,717 shares; 2026Q2: 3,237 shares 3,237 $269K 0.01% -480 Timeline BSJU 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: not reported; 2024Q4: 2,445 shares; 2025Q1: 2,445 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares; 2026Q1: 5,371 shares; 2026Q2: 10,404 shares 10,404 $269K 0.01% +5,033 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: 757 shares; 2025Q1: 1,530 shares; 2025Q2: 773 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 2,401 shares; 2026Q2: 2,497 shares 2,497 $268K 0.01% +96 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,802 shares; 2024Q4: 19,319 shares; 2025Q1: 46,373 shares; 2025Q2: 17,815 shares; 2025Q3: 12,956 shares; 2025Q4: 5,222 shares; 2026Q1: 5,313 shares; 2026Q2: 5,580 shares 5,580 $267K 0.01% +267 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,718 shares 6,718 $267K 0.01% new Timeline RSPH 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: 13,730 shares; 2024Q4: 13,606 shares; 2025Q1: 29,080 shares; 2025Q2: 13,269 shares; 2025Q3: 12,350 shares; 2025Q4: 12,350 shares; 2026Q1: 8,780 shares; 2026Q2: 7,984 shares 7,984 $265K 0.01% -796 Timeline SPTI 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: 8,563 shares; 2024Q4: 9,677 shares; 2025Q1: 9,137 shares; 2025Q2: 9,137 shares; 2025Q3: 7,744 shares; 2025Q4: 10,364 shares; 2026Q1: 10,364 shares; 2026Q2: 9,318 shares 9,318 $265K 0.01% -1,046 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,230 shares; 2024Q4: 28,230 shares; 2025Q1: 71,090 shares; 2025Q2: 42,860 shares; 2025Q3: 42,860 shares; 2025Q4: 42,860 shares; 2026Q1: 42,860 shares; 2026Q2: 42,860 shares 42,860 $264K 0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 561 shares; 2025Q1: 1,089 shares; 2025Q2: 1,088 shares; 2025Q3: 1,820 shares; 2025Q4: 3,320 shares; 2026Q1: 3,320 shares; 2026Q2: 3,340 shares 3,340 $262K 0.01% +20 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 44,862 shares; 2025Q2: 19,835 shares; 2025Q3: 24,004 shares; 2025Q4: 24,004 shares; 2026Q1: 24,004 shares; 2026Q2: 24,004 shares 24,004 $262K 0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 69 shares; 2025Q2: 35 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 40 shares; 2026Q2: 38 shares 38 $259K 0.01% -2 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133 shares; 2024Q4: 984 shares; 2025Q1: 1,853 shares; 2025Q2: 1,940 shares; 2025Q3: 1,949 shares; 2025Q4: 2,163 shares; 2026Q1: 1,937 shares; 2026Q2: 2,152 shares 2,152 $258K 0.01% +215 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,215 shares; 2025Q1: 6,922 shares; 2025Q2: 2,738 shares; 2025Q3: 425 shares; 2025Q4: 416 shares; 2026Q1: 400 shares; 2026Q2: 497 shares 497 $258K 0.01% +97 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: 645 shares; 2024Q4: 481 shares; 2025Q1: 776 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 414 shares; 2026Q2: 650 shares 650 $258K 0.01% +236 Timeline HYLB 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: 6,612 shares; 2024Q4: 5,251 shares; 2025Q1: 14,721 shares; 2025Q2: 5,892 shares; 2025Q3: 4,838 shares; 2025Q4: 6,760 shares; 2026Q1: 7,011 shares; 2026Q2: 7,035 shares 7,035 $257K 0.01% +24 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147 shares; 2024Q4: 1,096 shares; 2025Q1: 2,595 shares; 2025Q2: 1,452 shares; 2025Q3: 1,255 shares; 2025Q4: 6,770 shares; 2026Q1: 6,288 shares; 2026Q2: 6,262 shares 6,262 $256K 0.01% -26 Timeline JMUB 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: 5,598 shares; 2024Q4: 4,598 shares; 2025Q1: 3,598 shares; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 5,032 shares; 2026Q1: 5,036 shares; 2026Q2: 5,039 shares 5,039 $255K 0.01% +3 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,199 shares; 2025Q1: 3,062 shares; 2025Q2: 2,221 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,749 shares; 2026Q2: 2,252 shares 2,252 $253K 0.01% +503 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,125 shares; 2024Q4: 3,201 shares; 2025Q1: 7,216 shares; 2025Q2: 2,415 shares; 2025Q3: 2,422 shares; 2025Q4: 2,429 shares; 2026Q1: 2,435 shares; 2026Q2: 2,440 shares 2,440 $253K 0.01% +5 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: 100 shares; 2025Q2: 412 shares; 2025Q3: 1,369 shares; 2025Q4: 1,385 shares; 2026Q1: 569 shares; 2026Q2: 4,700 shares 4,700 $249K 0.01% +4,131 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: 49 shares; 2025Q1: 150 shares; 2025Q2: 133 shares; 2025Q3: not reported; 2025Q4: 2,351 shares; 2026Q1: 7,500 shares; 2026Q2: 6,500 shares 6,500 $249K 0.01% -1,000 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 433 shares; 2025Q2: 415 shares; 2025Q3: 128 shares; 2025Q4: 2,875 shares; 2026Q1: 2,943 shares; 2026Q2: 2,925 shares 2,925 $246K 0.01% -18 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,029 shares; 2024Q4: 3,977 shares; 2025Q1: 12,902 shares; 2025Q2: 7,279 shares; 2025Q3: 5,358 shares; 2025Q4: 5,334 shares; 2026Q1: 5,265 shares; 2026Q2: 5,281 shares 5,281 $246K 0.01% +16 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,505 shares; 2024Q4: 4,820 shares; 2025Q1: 10,927 shares; 2025Q2: 3,862 shares; 2025Q3: 996 shares; 2025Q4: 1,112 shares; 2026Q1: 1,034 shares; 2026Q2: 815 shares 815 $244K <0.01% -219 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 694 shares; 2025Q1: 1,837 shares; 2025Q2: 606 shares; 2025Q3: 480 shares; 2025Q4: 9,136 shares; 2026Q1: 8,496 shares; 2026Q2: 8,444 shares 8,444 $242K <0.01% -52 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909 shares; 2024Q4: 605 shares; 2025Q1: 704 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares; 2026Q2: 1,634 shares 1,634 $241K <0.01% +328 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,346 shares; 2024Q4: 2,331 shares; 2025Q1: 3,474 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,756 shares; 2026Q2: 1,533 shares 1,533 $241K <0.01% -223 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: 6,381 shares; 2024Q4: 6,381 shares; 2025Q1: 6,381 shares; 2025Q2: 6,381 shares; 2025Q3: 6,221 shares; 2025Q4: 6,221 shares; 2026Q1: 6,221 shares; 2026Q2: 6,221 shares 6,221 $240K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 919 shares; 2024Q4: 910 shares; 2025Q1: 3,605 shares; 2025Q2: 1,987 shares; 2025Q3: 1,979 shares; 2025Q4: 1,979 shares; 2026Q1: 1,979 shares; 2026Q2: 1,979 shares 1,979 $240K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 17 shares; 2025Q1: 84 shares; 2025Q2: 46 shares; 2025Q3: 57 shares; 2025Q4: 1,866 shares; 2026Q1: 1,709 shares; 2026Q2: 1,701 shares 1,701 $239K <0.01% -8 Timeline ICOW 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: 1,131 shares; 2024Q4: 1,061 shares; 2025Q1: 14,450 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares; 2025Q4: 5,725 shares; 2026Q1: 5,725 shares; 2026Q2: 5,725 shares 5,725 $238K <0.01% 0 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,572 shares; 2024Q4: 29,572 shares; 2025Q1: 66,726 shares; 2025Q2: 39,440 shares; 2025Q3: 38,550 shares; 2025Q4: 40,214 shares; 2026Q1: 35,743 shares; 2026Q2: 25,968 shares 25,968 $238K <0.01% -9,775 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,281 shares; 2024Q4: 1,186 shares; 2025Q1: 3,490 shares; 2025Q2: 2,265 shares; 2025Q3: 2,156 shares; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares; 2026Q2: 1,992 shares 1,992 $238K <0.01% 0 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: not reported; 2024Q4: 2,150 shares; 2025Q1: 2,562 shares; 2025Q2: 3,044 shares; 2025Q3: 3,087 shares; 2025Q4: 3,087 shares; 2026Q1: 87 shares; 2026Q2: 8,069 shares 8,069 $237K <0.01% +7,982 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,647 shares; 2024Q4: 10,647 shares; 2025Q1: 10,647 shares; 2025Q2: 10,647 shares; 2025Q3: 10,647 shares; 2025Q4: 10,647 shares; 2026Q1: 10,647 shares; 2026Q2: 10,647 shares 10,647 $237K <0.01% 0 Timeline MGV 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: 792 shares; 2024Q4: 1,306 shares; 2025Q1: 1,628 shares; 2025Q2: 1,474 shares; 2025Q3: 1,424 shares; 2025Q4: 8,075 shares; 2026Q1: 1,729 shares; 2026Q2: 1,441 shares 1,441 $236K <0.01% -288 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 947 shares; 2024Q4: 639 shares; 2025Q1: 2,611 shares; 2025Q2: 1,561 shares; 2025Q3: 1,412 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares; 2026Q2: 1,716 shares 1,716 $235K <0.01% +462 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: 1,152 shares; 2024Q4: 1,160 shares; 2025Q1: 1,936 shares; 2025Q2: 1,181 shares; 2025Q3: 1,243 shares; 2025Q4: 606 shares; 2026Q1: 945 shares; 2026Q2: 2,057 shares 2,057 $234K <0.01% +1,112 Timeline BSJT 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: 1,930 shares; 2024Q4: 3,510 shares; 2025Q1: 7,440 shares; 2025Q2: 4,730 shares; 2025Q3: 12,230 shares; 2025Q4: 12,230 shares; 2026Q1: 11,050 shares; 2026Q2: 11,050 shares 11,050 $233K <0.01% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 13,840 shares; 2025Q2: 9,620 shares; 2025Q3: 9,620 shares; 2025Q4: 9,620 shares; 2026Q1: 9,620 shares; 2026Q2: 9,620 shares 9,620 $233K <0.01% 0 Timeline PRN 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,065 shares; 2026Q1: 945 shares; 2026Q2: 880 shares 880 $229K <0.01% -65 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,440 shares; 2024Q4: 6,117 shares; 2025Q1: 14,540 shares; 2025Q2: 7,202 shares; 2025Q3: 7,042 shares; 2025Q4: 6,742 shares; 2026Q1: 7,302 shares; 2026Q2: 11,670 shares 11,670 $229K <0.01% +4,368 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 883 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares; 2026Q1: 6,324 shares; 2026Q2: 6,758 shares 6,758 $229K <0.01% +434 Timeline LUNA LUNA INNOVATIONS INC COM STK More: the full row for LUNA INNOVATIONS INC COM STK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,300 shares; 2024Q4: 94,300 shares; 2025Q1: 285,900 shares; 2025Q2: 191,600 shares; 2025Q3: 191,600 shares; 2025Q4: 182,600 shares; 2026Q1: 182,600 shares; 2026Q2: 182,600 shares 182,600 $228K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,018 shares; 2024Q4: 991 shares; 2025Q1: 2,553 shares; 2025Q2: 1,372 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,341 shares; 2026Q2: 1,261 shares 1,261 $226K <0.01% -80 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: 9,349 shares; 2024Q4: 8,986 shares; 2025Q1: 17,989 shares; 2025Q2: 8,752 shares; 2025Q3: 8,513 shares; 2025Q4: 10,263 shares; 2026Q1: 10,263 shares; 2026Q2: 9,098 shares 9,098 $226K <0.01% -1,165 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 5,946 shares; 2026Q2: 5,665 shares 5,665 $225K <0.01% -281 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 274,045 shares; 2025Q2: 376,695 shares; 2025Q3: 5,071 shares; 2025Q4: 6,870 shares; 2026Q1: 5,850 shares; 2026Q2: 8,579 shares 8,579 $225K <0.01% +2,729 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,361 shares; 2024Q4: 19,980 shares; 2025Q1: 45,602 shares; 2025Q2: 25,336 shares; 2025Q3: 27,691 shares; 2025Q4: 28,223 shares; 2026Q1: 1,669 shares; 2026Q2: 1,909 shares 1,909 $224K <0.01% +240 Timeline XMHQ 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: 1,695 shares; 2024Q4: 1,555 shares; 2025Q1: 4,658 shares; 2025Q2: 2,955 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares; 2026Q1: 2,936 shares; 2026Q2: 1,982 shares 1,982 $224K <0.01% -954 Timeline FUTY 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: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 8,730 shares; 2025Q2: 4,297 shares; 2025Q3: 4,755 shares; 2025Q4: 4,139 shares; 2026Q1: 4,122 shares; 2026Q2: 3,830 shares 3,830 $224K <0.01% -292 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III 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: 4,671 shares 4,671 $223K <0.01% new Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,512 shares; 2024Q4: 3,691 shares; 2025Q1: 11,073 shares; 2025Q2: 7,382 shares; 2025Q3: 7,382 shares; 2025Q4: 7,382 shares; 2026Q1: 7,382 shares; 2026Q2: 7,382 shares 7,382 $222K <0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,220 shares; 2024Q4: 6,470 shares; 2025Q1: 20,080 shares; 2025Q2: 13,910 shares; 2025Q3: 15,529 shares; 2025Q4: 15,215 shares; 2026Q1: 15,215 shares; 2026Q2: 15,215 shares 15,215 $221K <0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,500 shares; 2026Q2: 25,250 shares 25,250 $221K <0.01% +3,750 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 566 shares; 2025Q2: 174 shares; 2025Q3: 65 shares; 2025Q4: 3,308 shares; 2026Q1: 3,064 shares; 2026Q2: 3,052 shares 3,052 $219K <0.01% -12 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,680 shares; 2025Q2: 4,120 shares; 2025Q3: 5,690 shares; 2025Q4: 19,602 shares; 2026Q1: 21,448 shares; 2026Q2: 21,820 shares 21,820 $219K <0.01% +372 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,526 shares; 2024Q4: 8,261 shares; 2025Q1: 13,622 shares; 2025Q2: 12,559 shares; 2025Q3: 11,526 shares; 2025Q4: 13,478 shares; 2026Q1: 19,585 shares; 2026Q2: 6,435 shares 6,435 $219K <0.01% -13,150 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: 4,259 shares; 2024Q4: 4,259 shares; 2025Q1: 12,893 shares; 2025Q2: 6,181 shares; 2025Q3: 5,765 shares; 2025Q4: 5,327 shares; 2026Q1: 3,890 shares; 2026Q2: 3,890 shares 3,890 $219K <0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,817 shares; 2024Q4: 6,529 shares; 2025Q1: 6,205 shares; 2025Q2: 5,559 shares; 2025Q3: 5,471 shares; 2025Q4: 5,471 shares; 2026Q1: 5,448 shares; 2026Q2: 5,348 shares 5,348 $218K <0.01% -100 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: 900 shares; 2024Q4: 2,749 shares; 2025Q1: 333 shares; 2025Q2: 428 shares; 2025Q3: 1,411 shares; 2025Q4: 3,123 shares; 2026Q1: 3,787 shares; 2026Q2: 3,837 shares 3,837 $215K <0.01% +50 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366 shares; 2024Q4: 304 shares; 2025Q1: 4,180 shares; 2025Q2: 4,409 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 405 shares; 2026Q2: 305 shares 305 $214K <0.01% -100 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,641 shares; 2024Q4: 3,833 shares; 2025Q1: 8,042 shares; 2025Q2: 2,673 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares; 2026Q1: 1,564 shares; 2026Q2: 1,564 shares 1,564 $213K <0.01% 0 Timeline EMPB 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: 2,000 shares; 2026Q2: 6,399 shares 6,399 $212K <0.01% +4,399 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337 shares; 2024Q4: 338 shares; 2025Q1: 238 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares; 2026Q2: 1,933 shares 1,933 $212K <0.01% +55 Timeline QUS 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: 19,517 shares; 2024Q4: 12,679 shares; 2025Q1: 20,975 shares; 2025Q2: 871 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,128 shares; 2026Q2: 1,128 shares 1,128 $211K <0.01% 0 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,291 shares; 2025Q4: 3,779 shares; 2026Q1: 3,829 shares; 2026Q2: 3,445 shares 3,445 $210K <0.01% -384 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT 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: 1,710 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares; 2026Q2: 4,005 shares 4,005 $210K <0.01% +2,100 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: 2,968 shares; 2024Q4: 2,262 shares; 2025Q1: 14,356 shares; 2025Q2: 7,770 shares; 2025Q3: 4,642 shares; 2025Q4: 4,572 shares; 2026Q1: 4,673 shares; 2026Q2: 4,313 shares 4,313 $209K <0.01% -360 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: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 840 shares; 2025Q2: 1,237 shares; 2025Q3: 2,385 shares; 2025Q4: 2,369 shares; 2026Q1: 4,190 shares; 2026Q2: 4,190 shares 4,190 $209K <0.01% 0 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: 3,924 shares; 2024Q4: 4,024 shares; 2025Q1: 8,748 shares; 2025Q2: 4,724 shares; 2025Q3: 4,770 shares; 2025Q4: 4,770 shares; 2026Q1: 4,770 shares; 2026Q2: 4,470 shares 4,470 $208K <0.01% -300 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,792 shares; 2024Q4: 7,792 shares; 2025Q1: 15,984 shares; 2025Q2: 7,792 shares; 2025Q3: 7,242 shares; 2025Q4: 7,242 shares; 2026Q1: 6,494 shares; 2026Q2: 6,174 shares 6,174 $208K <0.01% -320 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 2,119 shares; 2025Q1: 4,335 shares; 2025Q2: 2,119 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 1,822 shares; 2026Q2: 1,822 shares 1,822 $208K <0.01% 0 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 5,314 shares 5,314 $208K <0.01% +5,014 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 5,097 shares; 2025Q3: 7,268 shares; 2025Q4: 8,097 shares; 2026Q1: 10,302 shares; 2026Q2: 10,737 shares 10,737 $207K <0.01% +435 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 788 shares; 2025Q4: 659 shares; 2026Q1: 6,018 shares; 2026Q2: 6,474 shares 6,474 $207K <0.01% +456 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $206K <0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,011 shares; 2025Q1: 3,033 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 1,015 shares 1,015 $206K <0.01% +1 Timeline LGOV 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: 106,348 shares; 2024Q4: 110,094 shares; 2025Q1: 24,130 shares; 2025Q2: 7,185 shares; 2025Q3: 7,185 shares; 2025Q4: 7,935 shares; 2026Q1: 7,811 shares; 2026Q2: 9,611 shares 9,611 $206K <0.01% +1,800 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 4,110 shares 4,110 $205K <0.01% +3,008 Timeline XPND 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: 6,098 shares; 2024Q4: 5,365 shares; 2025Q1: 3,654 shares; 2025Q2: 3,228 shares; 2025Q3: 4,884 shares; 2025Q4: 4,884 shares; 2026Q1: 5,064 shares; 2026Q2: 4,892 shares 4,892 $205K <0.01% -172 Timeline PJP 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: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 4,011 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,722 shares; 2026Q2: 1,722 shares 1,722 $204K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 2,269 shares; 2025Q2: 1,494 shares; 2025Q3: 1,452 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $204K <0.01% 0 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: 4,138 shares; 2024Q4: 4,167 shares; 2025Q1: 13,560 shares; 2025Q2: 4,867 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $204K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,848 shares; 2024Q4: 12,806 shares; 2025Q1: 34,870 shares; 2025Q2: 13,818 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,907 shares; 2026Q2: 1,907 shares 1,907 $203K <0.01% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 1,595 shares; 2025Q3: 1,995 shares; 2025Q4: 2,305 shares; 2026Q1: 3,155 shares; 2026Q2: 4,938 shares 4,938 $203K <0.01% +1,783 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: not reported; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 4,900 shares 4,900 $202K <0.01% +2,450 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,044 shares; 2024Q4: 5,919 shares; 2025Q1: 9,413 shares; 2025Q2: 4,667 shares; 2025Q3: 4,463 shares; 2025Q4: 4,463 shares; 2026Q1: 4,463 shares; 2026Q2: 4,213 shares 4,213 $201K <0.01% -250 Timeline GNOV 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: 3,113 shares; 2025Q1: 7,226 shares; 2025Q2: 4,113 shares; 2025Q3: 4,113 shares; 2025Q4: 4,113 shares; 2026Q1: 4,113 shares; 2026Q2: 4,813 shares 4,813 $201K <0.01% +700 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: 2,200 shares; 2024Q4: 2,213 shares; 2025Q1: 7,195 shares; 2025Q2: 3,612 shares; 2025Q3: 2,217 shares; 2025Q4: 2,218 shares; 2026Q1: 2,219 shares; 2026Q2: 4,420 shares 4,420 $201K <0.01% +2,201 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,521 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares; 2026Q1: 1,278 shares; 2026Q2: 1,278 shares 1,278 $201K <0.01% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 5,633 shares; 2025Q1: 12,731 shares; 2025Q2: 6,273 shares; 2025Q3: 5,513 shares; 2025Q4: 5,394 shares; 2026Q1: 5,244 shares; 2026Q2: 3,990 shares 3,990 $200K <0.01% -1,254 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 3,348 shares; 2025Q2: 1,535 shares; 2025Q3: 1,718 shares; 2025Q4: 2,779 shares; 2026Q1: 9,995 shares; 2026Q2: 4,000 shares 4,000 $200K <0.01% -5,995 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 8,504 shares; 2025Q2: 5,598 shares; 2025Q3: 6,213 shares; 2025Q4: 6,213 shares; 2026Q1: 6,213 shares; 2026Q2: 7,238 shares 7,238 $200K <0.01% +1,025 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,109 shares; 2024Q4: 1,135 shares; 2025Q1: 2,532 shares; 2025Q2: 1,538 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $200K <0.01% 0 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,459 shares; 2024Q4: 8,798 shares; 2025Q1: 8,248 shares; 2025Q2: 9,014 shares; 2025Q3: 8,838 shares; 2025Q4: 9,188 shares; 2026Q1: 9,188 shares; 2026Q2: 8,838 shares 8,838 $199K <0.01% -350 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 6,490 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares; 2026Q2: 4,245 shares 4,245 $198K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 1,557 shares; 2025Q1: 3,199 shares; 2025Q2: 2,059 shares; 2025Q3: 2,065 shares; 2025Q4: 2,071 shares; 2026Q1: 2,078 shares; 2026Q2: 2,083 shares 2,083 $196K <0.01% +5 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,151 shares; 2025Q1: 3,604 shares; 2025Q2: 1,802 shares; 2025Q3: 1,802 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares; 2026Q2: 3,644 shares 3,644 $196K <0.01% +1,742 Timeline