NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,839 shares; 2024Q4: 380,233 shares; 2025Q1: 419,940 shares; 2025Q2: 415,193 shares; 2025Q3: 421,164 shares; 2025Q4: 414,959 shares; 2026Q1: 415,918 shares; 2026Q2: 423,416 shares 423,416 $84.7M 2.68% +7,498 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,267 shares; 2024Q4: 77,913 shares; 2025Q1: 80,544 shares; 2025Q2: 84,581 shares; 2025Q3: 83,981 shares; 2025Q4: 84,202 shares; 2026Q1: 104,466 shares; 2026Q2: 111,015 shares 111,015 $83.1M 2.63% +6,549 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,905 shares; 2024Q4: 250,566 shares; 2025Q1: 265,476 shares; 2025Q2: 273,778 shares; 2025Q3: 270,849 shares; 2025Q4: 272,659 shares; 2026Q1: 276,839 shares; 2026Q2: 283,794 shares 283,794 $82.1M 2.6% +6,955 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068,064 shares; 2024Q4: 1,292,587 shares; 2025Q1: 1,440,754 shares; 2025Q2: 1,477,793 shares; 2025Q3: 1,407,762 shares; 2025Q4: 1,429,087 shares; 2026Q1: 1,568,092 shares; 2026Q2: 2,099,250 shares 2,099,250 $76.7M 2.42% +531,158 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,833 shares; 2024Q4: 84,965 shares; 2025Q1: 83,305 shares; 2025Q2: 91,510 shares; 2025Q3: 90,020 shares; 2025Q4: 89,455 shares; 2026Q1: 95,230 shares; 2026Q2: 97,638 shares 97,638 $67.1M 2.12% +2,408 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,643 shares; 2024Q4: 83,402 shares; 2025Q1: 83,048 shares; 2025Q2: 81,965 shares; 2025Q3: 80,401 shares; 2025Q4: 84,268 shares; 2026Q1: 73,991 shares; 2026Q2: 73,288 shares 73,288 $54.7M 1.73% -703 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,340 shares; 2024Q4: 639,868 shares; 2025Q1: 662,742 shares; 2025Q2: 664,018 shares; 2025Q3: 641,950 shares; 2025Q4: 613,111 shares; 2026Q1: 593,732 shares; 2026Q2: 594,395 shares 594,395 $52.2M 1.65% +663 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: 78,953 shares; 2024Q4: 92,050 shares; 2025Q1: 118,156 shares; 2025Q2: 133,612 shares; 2025Q3: 138,962 shares; 2025Q4: 154,871 shares; 2026Q1: 1,625,843 shares; 2026Q2: 1,802,308 shares 1,802,308 $51.2M 1.62% +176,465 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,487 shares; 2024Q4: 179,307 shares; 2025Q1: 189,287 shares; 2025Q2: 198,336 shares; 2025Q3: 216,751 shares; 2025Q4: 214,833 shares; 2026Q1: 203,333 shares; 2026Q2: 200,317 shares 200,317 $47.7M 1.51% -3,016 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,678 shares; 2024Q4: 241,113 shares; 2025Q1: 248,295 shares; 2025Q2: 264,657 shares; 2025Q3: 268,762 shares; 2025Q4: 269,722 shares; 2026Q1: 322,991 shares; 2026Q2: 332,038 shares 332,038 $45.7M 1.44% +9,047 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,696 shares; 2024Q4: 275,222 shares; 2025Q1: 288,916 shares; 2025Q2: 321,211 shares; 2025Q3: 314,980 shares; 2025Q4: 325,181 shares; 2026Q1: 346,165 shares; 2026Q2: 356,590 shares 356,590 $42.4M 1.34% +10,425 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,165 shares; 2024Q4: 224,013 shares; 2025Q1: 205,395 shares; 2025Q2: 227,353 shares; 2025Q3: 460,658 shares; 2025Q4: 464,538 shares; 2026Q1: 505,605 shares; 2026Q2: 520,450 shares 520,450 $42.2M 1.33% +14,845 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,200 shares; 2024Q4: 90,230 shares; 2025Q1: 97,486 shares; 2025Q2: 94,632 shares; 2025Q3: 94,940 shares; 2025Q4: 100,135 shares; 2026Q1: 100,842 shares; 2026Q2: 102,748 shares 102,748 $38.3M 1.21% +1,906 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463,965 shares; 2024Q4: 621,185 shares; 2025Q1: 724,756 shares; 2025Q2: 766,456 shares; 2025Q3: 729,887 shares; 2025Q4: 694,326 shares; 2026Q1: 677,459 shares; 2026Q2: 590,728 shares 590,728 $35.9M 1.14% -86,731 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,943 shares; 2024Q4: 324,759 shares; 2025Q1: 367,244 shares; 2025Q2: 394,073 shares; 2025Q3: 408,338 shares; 2025Q4: 416,883 shares; 2026Q1: 435,259 shares; 2026Q2: 463,953 shares 463,953 $35.8M 1.13% +28,694 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,000 shares; 2024Q4: 94,119 shares; 2025Q1: 79,147 shares; 2025Q2: 81,662 shares; 2025Q3: 78,953 shares; 2025Q4: 80,399 shares; 2026Q1: 92,388 shares; 2026Q2: 94,003 shares 94,003 $33.6M 1.06% +1,615 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,176 shares; 2024Q4: 173,442 shares; 2025Q1: 186,444 shares; 2025Q2: 189,832 shares; 2025Q3: 199,810 shares; 2025Q4: 209,979 shares; 2026Q1: 217,243 shares; 2026Q2: 220,151 shares 220,151 $32.7M 1.03% +2,908 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,339,952 shares; 2024Q4: 3,462,652 shares; 2025Q1: 3,412,129 shares; 2025Q2: 3,198,343 shares; 2025Q3: 3,243,160 shares; 2025Q4: 3,331,616 shares; 2026Q1: 3,312,503 shares; 2026Q2: 3,598,437 shares 3,598,437 $29.2M 0.92% +285,934 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: 444,146 shares; 2024Q4: 412,561 shares; 2025Q1: 379,732 shares; 2025Q2: 448,025 shares; 2025Q3: 435,525 shares; 2025Q4: 431,110 shares; 2026Q1: 468,184 shares; 2026Q2: 581,585 shares 581,585 $29.2M 0.92% +113,401 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,844 shares; 2024Q4: 103,209 shares; 2025Q1: 104,514 shares; 2025Q2: 90,271 shares; 2025Q3: 81,525 shares; 2025Q4: 72,917 shares; 2026Q1: 93,782 shares; 2026Q2: 95,124 shares 95,124 $28.8M 0.91% +1,342 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,976 shares; 2024Q4: 156,017 shares; 2025Q1: 177,249 shares; 2025Q2: 181,448 shares; 2025Q3: 180,081 shares; 2025Q4: 179,452 shares; 2026Q1: 181,371 shares; 2026Q2: 182,380 shares 182,380 $25.9M 0.82% +1,009 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868,773 shares; 2024Q4: 986,193 shares; 2025Q1: 968,494 shares; 2025Q2: 866,224 shares; 2025Q3: 927,073 shares; 2025Q4: 1,042,952 shares; 2026Q1: 538,649 shares; 2026Q2: 492,844 shares 492,844 $24.8M 0.78% -45,805 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,247 shares; 2024Q4: 39,374 shares; 2025Q1: 35,255 shares; 2025Q2: 35,309 shares; 2025Q3: 34,473 shares; 2025Q4: 33,137 shares; 2026Q1: 32,422 shares; 2026Q2: 33,627 shares 33,627 $24.8M 0.78% +1,205 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,121 shares; 2024Q4: 82,231 shares; 2025Q1: 79,895 shares; 2025Q2: 83,209 shares; 2025Q3: 79,104 shares; 2025Q4: 79,638 shares; 2026Q1: 72,496 shares; 2026Q2: 72,888 shares 72,888 $23.9M 0.75% +392 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,117 shares; 2024Q4: 16,057 shares; 2025Q1: 17,347 shares; 2025Q2: 19,204 shares; 2025Q3: 20,931 shares; 2025Q4: 20,085 shares; 2026Q1: 18,699 shares; 2026Q2: 19,736 shares 19,736 $23.7M 0.75% +1,037 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,445 shares; 2024Q4: 80,065 shares; 2025Q1: 81,186 shares; 2025Q2: 87,842 shares; 2025Q3: 88,438 shares; 2025Q4: 91,609 shares; 2026Q1: 94,263 shares; 2026Q2: 97,990 shares 97,990 $23.2M 0.73% +3,727 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465,199 shares; 2024Q4: 385,970 shares; 2025Q1: 400,469 shares; 2025Q2: 491,805 shares; 2025Q3: 470,508 shares; 2025Q4: 422,131 shares; 2026Q1: 455,633 shares; 2026Q2: 532,297 shares 532,297 $23M 0.73% +76,664 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: 246,350 shares; 2024Q4: 761,730 shares; 2025Q1: 731,196 shares; 2025Q2: 796,286 shares; 2025Q3: 785,724 shares; 2025Q4: 780,202 shares; 2026Q1: 778,858 shares; 2026Q2: 773,669 shares 773,669 $22.8M 0.72% -5,189 Timeline SPMD 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: 95,528 shares; 2024Q4: 139,053 shares; 2025Q1: 194,501 shares; 2025Q2: 202,056 shares; 2025Q3: 216,835 shares; 2025Q4: 278,812 shares; 2026Q1: 286,365 shares; 2026Q2: 333,055 shares 333,055 $22.5M 0.71% +46,690 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,535 shares; 2024Q4: 171,084 shares; 2025Q1: 195,991 shares; 2025Q2: 236,391 shares; 2025Q3: 159,989 shares; 2025Q4: 162,085 shares; 2026Q1: 224,492 shares; 2026Q2: 230,889 shares 230,889 $22.3M 0.71% +6,397 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,180 shares; 2024Q4: 49,947 shares; 2025Q1: 53,869 shares; 2025Q2: 55,256 shares; 2025Q3: 53,040 shares; 2025Q4: 55,748 shares; 2026Q1: 58,071 shares; 2026Q2: 57,512 shares 57,512 $21.7M 0.69% -559 Timeline OMFL 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: 186,159 shares; 2024Q4: 180,118 shares; 2025Q1: 224,621 shares; 2025Q2: 252,580 shares; 2025Q3: 261,225 shares; 2025Q4: 264,497 shares; 2026Q1: 319,597 shares; 2026Q2: 312,508 shares 312,508 $21.4M 0.68% -7,089 Timeline SPIB 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: 64,995 shares; 2024Q4: 70,781 shares; 2025Q1: 83,924 shares; 2025Q2: 98,724 shares; 2025Q3: 100,939 shares; 2025Q4: 113,417 shares; 2026Q1: 570,042 shares; 2026Q2: 617,222 shares 617,222 $20.7M 0.65% +47,180 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,793,150 shares; 2026Q1: 2,059,736 shares; 2026Q2: 2,104,356 shares 2,104,356 $19.9M 0.63% +44,620 Timeline SPMB 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: 68,016 shares; 2024Q4: 80,485 shares; 2025Q1: 99,218 shares; 2025Q2: 123,215 shares; 2025Q3: 131,284 shares; 2025Q4: 151,047 shares; 2026Q1: 822,025 shares; 2026Q2: 885,033 shares 885,033 $19.7M 0.62% +63,008 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,377 shares; 2024Q4: 51,481 shares; 2025Q1: 48,939 shares; 2025Q2: 50,796 shares; 2025Q3: 50,378 shares; 2025Q4: 50,571 shares; 2026Q1: 46,850 shares; 2026Q2: 46,910 shares 46,910 $19.7M 0.62% +60 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,768 shares; 2024Q4: 46,363 shares; 2025Q1: 56,710 shares; 2025Q2: 59,729 shares; 2025Q3: 65,211 shares; 2025Q4: 57,462 shares; 2026Q1: 55,331 shares; 2026Q2: 55,828 shares 55,828 $19.7M 0.62% +497 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,726 shares; 2024Q4: 38,328 shares; 2025Q1: 38,784 shares; 2025Q2: 38,938 shares; 2025Q3: 39,535 shares; 2025Q4: 42,525 shares; 2026Q1: 38,788 shares; 2026Q2: 34,262 shares 34,262 $19.3M 0.61% -4,526 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,344 shares; 2024Q4: 61,795 shares; 2025Q1: 62,377 shares; 2025Q2: 65,262 shares; 2025Q3: 65,577 shares; 2025Q4: 70,480 shares; 2026Q1: 82,597 shares; 2026Q2: 87,335 shares 87,335 $19.2M 0.61% +4,738 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,338 shares; 2024Q4: 84,455 shares; 2025Q1: 84,088 shares; 2025Q2: 74,910 shares; 2025Q3: 74,293 shares; 2025Q4: 73,113 shares; 2026Q1: 92,821 shares; 2026Q2: 86,748 shares 86,748 $18.5M 0.58% -6,073 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,460 shares; 2024Q4: 31,092 shares; 2025Q1: 33,133 shares; 2025Q2: 33,962 shares; 2025Q3: 35,027 shares; 2025Q4: 35,812 shares; 2026Q1: 35,855 shares; 2026Q2: 35,506 shares 35,506 $17.8M 0.56% -349 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,534 shares; 2024Q4: 42,481 shares; 2025Q1: 45,677 shares; 2025Q2: 46,364 shares; 2025Q3: 46,684 shares; 2025Q4: 46,222 shares; 2026Q1: 75,346 shares; 2026Q2: 79,155 shares 79,155 $17.3M 0.55% +3,809 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: 5,034 shares; 2024Q4: 6,672 shares; 2025Q1: 133,583 shares; 2025Q2: 504,830 shares; 2025Q3: 497,125 shares; 2025Q4: 521,774 shares; 2026Q1: 288,519 shares; 2026Q2: 276,809 shares 276,809 $16.9M 0.54% -11,710 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,478 shares; 2024Q4: 26,781 shares; 2025Q1: 30,160 shares; 2025Q2: 29,025 shares; 2025Q3: 30,930 shares; 2025Q4: 34,277 shares; 2026Q1: 31,528 shares; 2026Q2: 193,222 shares 193,222 $16.6M 0.53% +161,694 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,517 shares; 2024Q4: 55,574 shares; 2025Q1: 68,478 shares; 2025Q2: 66,402 shares; 2025Q3: 66,266 shares; 2025Q4: 51,638 shares; 2026Q1: 70,860 shares; 2026Q2: 86,525 shares 86,525 $16.5M 0.52% +15,665 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,199 shares; 2024Q4: 36,384 shares; 2025Q1: 41,004 shares; 2025Q2: 39,651 shares; 2025Q3: 41,549 shares; 2025Q4: 45,721 shares; 2026Q1: 42,770 shares; 2026Q2: 42,933 shares 42,933 $15.8M 0.5% +163 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,735 shares; 2024Q4: 102,765 shares; 2025Q1: 109,247 shares; 2025Q2: 110,600 shares; 2025Q3: 109,570 shares; 2025Q4: 111,424 shares; 2026Q1: 119,177 shares; 2026Q2: 113,014 shares 113,014 $15.5M 0.49% -6,163 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,167 shares; 2024Q4: 25,131 shares; 2025Q1: 26,867 shares; 2025Q2: 28,168 shares; 2025Q3: 30,167 shares; 2025Q4: 33,531 shares; 2026Q1: 31,270 shares; 2026Q2: 26,203 shares 26,203 $15.2M 0.48% -5,067 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,797 shares; 2024Q4: 25,370 shares; 2025Q1: 29,787 shares; 2025Q2: 30,262 shares; 2025Q3: 30,440 shares; 2025Q4: 29,959 shares; 2026Q1: 31,223 shares; 2026Q2: 40,537 shares 40,537 $15M 0.47% +9,314 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,409 shares; 2024Q4: 8,013 shares; 2025Q1: 6,206 shares; 2025Q2: 6,238 shares; 2025Q3: 10,041 shares; 2025Q4: 7,383 shares; 2026Q1: 9,541 shares; 2026Q2: 12,469 shares 12,469 $14.4M 0.46% +2,928 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,064 shares; 2026Q1: 171,742 shares; 2026Q2: 152,392 shares 152,392 $14M 0.44% -19,350 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,941 shares; 2024Q4: 81,826 shares; 2025Q1: 81,551 shares; 2025Q2: 108,915 shares; 2025Q3: 133,791 shares; 2025Q4: 133,546 shares; 2026Q1: 121,182 shares; 2026Q2: 116,777 shares 116,777 $13.7M 0.43% -4,405 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,778 shares; 2024Q4: 117,074 shares; 2025Q1: 122,540 shares; 2025Q2: 131,376 shares; 2025Q3: 62,270 shares; 2025Q4: 60,293 shares; 2026Q1: 59,317 shares; 2026Q2: 59,282 shares 59,282 $13.5M 0.43% -35 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,951 shares; 2024Q4: 47,537 shares; 2025Q1: 53,721 shares; 2025Q2: 54,114 shares; 2025Q3: 52,631 shares; 2025Q4: 50,161 shares; 2026Q1: 49,244 shares; 2026Q2: 52,767 shares 52,767 $13.4M 0.42% +3,523 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,879 shares; 2024Q4: 12,024 shares; 2025Q1: 13,655 shares; 2025Q2: 13,382 shares; 2025Q3: 14,707 shares; 2025Q4: 13,922 shares; 2026Q1: 21,950 shares; 2026Q2: 17,371 shares 17,371 $13.3M 0.42% -4,579 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,526 shares; 2024Q4: 68,934 shares; 2025Q1: 76,907 shares; 2025Q2: 83,614 shares; 2025Q3: 86,019 shares; 2025Q4: 75,203 shares; 2026Q1: 59,002 shares; 2026Q2: 69,815 shares 69,815 $12.9M 0.41% +10,813 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,997 shares; 2024Q4: 142,485 shares; 2025Q1: 149,862 shares; 2025Q2: 160,341 shares; 2025Q3: 160,603 shares; 2025Q4: 169,083 shares; 2026Q1: 168,704 shares; 2026Q2: 170,472 shares 170,472 $12.9M 0.41% +1,768 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: 61,554 shares; 2024Q4: 184,887 shares; 2025Q1: 174,017 shares; 2025Q2: 172,304 shares; 2025Q3: 189,843 shares; 2025Q4: 197,735 shares; 2026Q1: 355,628 shares; 2026Q2: 280,428 shares 280,428 $12.8M 0.4% -75,200 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: 649,532 shares; 2024Q4: 597,044 shares; 2025Q1: 570,196 shares; 2025Q2: 440,482 shares; 2025Q3: 384,585 shares; 2025Q4: 362,087 shares; 2026Q1: 347,007 shares; 2026Q2: 315,941 shares 315,941 $12.4M 0.39% -31,066 Timeline SPSM 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: 158,287 shares; 2024Q4: 162,726 shares; 2025Q1: 182,322 shares; 2025Q2: 182,918 shares; 2025Q3: 188,257 shares; 2025Q4: 198,503 shares; 2026Q1: 203,636 shares; 2026Q2: 206,805 shares 206,805 $11.9M 0.38% +3,169 Timeline GSIE 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: 282,655 shares; 2024Q4: 287,886 shares; 2025Q1: 269,939 shares; 2025Q2: 273,933 shares; 2025Q3: 268,147 shares; 2025Q4: 266,514 shares; 2026Q1: 249,134 shares; 2026Q2: 252,089 shares 252,089 $11.5M 0.36% +2,955 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,992 shares; 2024Q4: 91,849 shares; 2025Q1: 81,729 shares; 2025Q2: 93,261 shares; 2025Q3: 107,384 shares; 2025Q4: 93,599 shares; 2026Q1: 88,219 shares; 2026Q2: 100,317 shares 100,317 $11.4M 0.36% +12,098 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,851 shares; 2024Q4: 78,798 shares; 2025Q1: 85,061 shares; 2025Q2: 84,572 shares; 2025Q3: 84,400 shares; 2025Q4: 82,826 shares; 2026Q1: 84,536 shares; 2026Q2: 84,891 shares 84,891 $10.9M 0.34% +355 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,497 shares; 2024Q4: 37,318 shares; 2025Q1: 35,642 shares; 2025Q2: 29,085 shares; 2025Q3: 28,397 shares; 2025Q4: 28,143 shares; 2026Q1: 34,173 shares; 2026Q2: 35,717 shares 35,717 $10.7M 0.34% +1,544 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,255 shares; 2024Q4: 11,382 shares; 2025Q1: 10,602 shares; 2025Q2: 10,910 shares; 2025Q3: 10,810 shares; 2025Q4: 10,859 shares; 2026Q1: 11,036 shares; 2026Q2: 88,809 shares 88,809 $10.6M 0.34% +77,773 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,328 shares; 2024Q4: 213,206 shares; 2025Q1: 267,149 shares; 2025Q2: 213,226 shares; 2025Q3: 213,289 shares; 2025Q4: 212,882 shares; 2026Q1: 212,976 shares; 2026Q2: 213,278 shares 213,278 $10.1M 0.32% +302 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,902 shares; 2024Q4: 245,912 shares; 2025Q1: 245,630 shares; 2025Q2: 253,527 shares; 2025Q3: 253,217 shares; 2025Q4: 253,720 shares; 2026Q1: 256,598 shares; 2026Q2: 286,956 shares 286,956 $9.99M 0.32% +30,358 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,832 shares; 2024Q4: 24,224 shares; 2025Q1: 24,109 shares; 2025Q2: 26,494 shares; 2025Q3: 28,316 shares; 2025Q4: 28,922 shares; 2026Q1: 29,711 shares; 2026Q2: 120,581 shares 120,581 $9.72M 0.31% +90,870 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,181 shares; 2024Q4: 47,783 shares; 2025Q1: 47,254 shares; 2025Q2: 47,176 shares; 2025Q3: 49,069 shares; 2025Q4: 71,713 shares; 2026Q1: 61,320 shares; 2026Q2: 68,488 shares 68,488 $9.56M 0.3% +7,168 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: 17,440 shares; 2024Q4: 16,190 shares; 2025Q1: 17,297 shares; 2025Q2: 17,989 shares; 2025Q3: 17,828 shares; 2025Q4: 17,290 shares; 2026Q1: 17,725 shares; 2026Q2: 17,804 shares 17,804 $9.3M 0.29% +79 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,611 shares; 2024Q4: 257,385 shares; 2025Q1: 257,047 shares; 2025Q2: 261,527 shares; 2025Q3: 260,659 shares; 2025Q4: 260,085 shares; 2026Q1: 242,052 shares; 2026Q2: 243,008 shares 243,008 $9.26M 0.29% +956 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,143 shares; 2025Q3: 56,751 shares; 2025Q4: 71,990 shares; 2026Q1: 125,721 shares; 2026Q2: 131,129 shares 131,129 $9.01M 0.28% +5,408 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,241 shares; 2024Q4: 52,625 shares; 2025Q1: 53,087 shares; 2025Q2: 53,799 shares; 2025Q3: 57,651 shares; 2025Q4: 55,064 shares; 2026Q1: 56,314 shares; 2026Q2: 53,097 shares 53,097 $8.8M 0.28% -3,217 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,884 shares; 2024Q4: 7,185 shares; 2025Q1: 8,166 shares; 2025Q2: 9,455 shares; 2025Q3: 8,591 shares; 2025Q4: 10,210 shares; 2026Q1: 8,313 shares; 2026Q2: 8,337 shares 8,337 $8.43M 0.27% +24 Timeline FPE 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: 321,265 shares; 2024Q4: 330,643 shares; 2025Q1: 337,309 shares; 2025Q2: 381,102 shares; 2025Q3: 377,906 shares; 2025Q4: 384,096 shares; 2026Q1: 451,344 shares; 2026Q2: 467,096 shares 467,096 $8.35M 0.26% +15,752 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,723 shares; 2024Q4: 27,729 shares; 2025Q1: 29,539 shares; 2025Q2: 30,853 shares; 2025Q3: 31,026 shares; 2025Q4: 30,939 shares; 2026Q1: 33,148 shares; 2026Q2: 33,122 shares 33,122 $8.33M 0.26% -26 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,901 shares; 2024Q4: 59,853 shares; 2025Q1: 77,916 shares; 2025Q2: 81,584 shares; 2025Q3: 82,168 shares; 2025Q4: 84,680 shares; 2026Q1: 82,984 shares; 2026Q2: 82,576 shares 82,576 $8.32M 0.26% -408 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,395 shares; 2025Q1: 2,095 shares; 2025Q2: 2,097 shares; 2025Q3: 4,114 shares; 2025Q4: 6,543 shares; 2026Q1: 45,370 shares; 2026Q2: 47,812 shares 47,812 $8.3M 0.26% +2,442 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: 133,511 shares; 2024Q4: 127,997 shares; 2025Q1: 87,593 shares; 2025Q2: 87,228 shares; 2025Q3: 86,219 shares; 2025Q4: 84,914 shares; 2026Q1: 83,274 shares; 2026Q2: 79,144 shares 79,144 $8.2M 0.26% -4,130 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,445 shares; 2024Q4: 9,372 shares; 2025Q1: 6,948 shares; 2025Q2: 7,385 shares; 2025Q3: 7,616 shares; 2025Q4: 7,311 shares; 2026Q1: 8,008 shares; 2026Q2: 7,673 shares 7,673 $8.17M 0.26% -335 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,384 shares; 2024Q4: 87,675 shares; 2025Q1: 79,814 shares; 2025Q2: 78,252 shares; 2025Q3: 76,617 shares; 2025Q4: 77,971 shares; 2026Q1: 81,273 shares; 2026Q2: 84,449 shares 84,449 $8.15M 0.26% +3,176 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,034 shares; 2024Q4: 9,854 shares; 2025Q1: 9,597 shares; 2025Q2: 11,480 shares; 2025Q3: 10,467 shares; 2025Q4: 8,886 shares; 2026Q1: 8,456 shares; 2026Q2: 8,562 shares 8,562 $8.01M 0.25% +106 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,708 shares; 2024Q4: 9,344 shares; 2025Q1: 10,005 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,188 shares; 2026Q2: 78,171 shares 78,171 $8M 0.25% +3,983 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR 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: 239,899 shares; 2026Q2: 261,255 shares 261,255 $7.98M 0.25% +21,356 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,133 shares; 2024Q4: 29,093 shares; 2025Q1: 29,876 shares; 2025Q2: 29,976 shares; 2025Q3: 30,092 shares; 2025Q4: 29,724 shares; 2026Q1: 30,271 shares; 2026Q2: 32,449 shares 32,449 $7.87M 0.25% +2,178 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,233 shares; 2024Q4: 305,194 shares; 2025Q1: 267,003 shares; 2025Q2: 215,672 shares; 2025Q3: 211,466 shares; 2025Q4: 206,705 shares; 2026Q1: 195,690 shares; 2026Q2: 195,474 shares 195,474 $7.68M 0.24% -216 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,078 shares; 2024Q4: 19,313 shares; 2025Q1: 19,040 shares; 2025Q2: 19,788 shares; 2025Q3: 21,217 shares; 2025Q4: 22,462 shares; 2026Q1: 22,561 shares; 2026Q2: 22,149 shares 22,149 $7.6M 0.24% -412 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,426 shares; 2024Q4: 26,211 shares; 2025Q1: 33,658 shares; 2025Q2: 29,836 shares; 2025Q3: 30,649 shares; 2025Q4: 28,895 shares; 2026Q1: 25,909 shares; 2026Q2: 26,921 shares 26,921 $7.57M 0.24% +1,012 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,426 shares; 2024Q4: 219,536 shares; 2025Q1: 209,352 shares; 2025Q2: 210,972 shares; 2025Q3: 135,889 shares; 2025Q4: 130,005 shares; 2026Q1: 165,786 shares; 2026Q2: 140,442 shares 140,442 $7.53M 0.24% -25,344 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,918 shares; 2024Q4: 81,004 shares; 2025Q1: 72,822 shares; 2025Q2: 86,177 shares; 2025Q3: 85,445 shares; 2025Q4: 91,967 shares; 2026Q1: 89,205 shares; 2026Q2: 90,087 shares 90,087 $7.46M 0.24% +882 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 1,667 shares; 2025Q1: 1,823 shares; 2025Q2: 1,573 shares; 2025Q3: 1,587 shares; 2025Q4: 1,553 shares; 2026Q1: 27,449 shares; 2026Q2: 28,368 shares 28,368 $7.39M 0.23% +919 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,389 shares; 2024Q4: 74,074 shares; 2025Q1: 64,472 shares; 2025Q2: 62,395 shares; 2025Q3: 60,950 shares; 2025Q4: 56,698 shares; 2026Q1: 31,832 shares; 2026Q2: 45,869 shares 45,869 $7.28M 0.23% +14,037 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,906 shares; 2024Q4: 231,429 shares; 2025Q1: 232,702 shares; 2025Q2: 240,578 shares; 2025Q3: 243,859 shares; 2025Q4: 245,580 shares; 2026Q1: 268,549 shares; 2026Q2: 268,950 shares 268,950 $7.28M 0.23% +401 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,012 shares; 2024Q4: 22,025 shares; 2025Q1: 17,410 shares; 2025Q2: 16,667 shares; 2025Q3: 16,153 shares; 2025Q4: 15,204 shares; 2026Q1: 14,236 shares; 2026Q2: 58,453 shares 58,453 $7.26M 0.23% +44,217 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,510 shares; 2025Q1: 19,525 shares; 2025Q2: 128,057 shares; 2025Q3: 109,450 shares; 2025Q4: 83,119 shares; 2026Q1: 108,170 shares; 2026Q2: 117,880 shares 117,880 $7.24M 0.23% +9,710 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,114 shares; 2024Q4: 27,784 shares; 2025Q1: 65,299 shares; 2025Q2: 106,857 shares; 2025Q3: 116,557 shares; 2025Q4: 128,851 shares; 2026Q1: 136,403 shares; 2026Q2: 145,843 shares 145,843 $7.19M 0.23% +9,440 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,202 shares; 2024Q4: 26,657 shares; 2025Q1: 31,222 shares; 2025Q2: 31,906 shares; 2025Q3: 32,448 shares; 2025Q4: 40,985 shares; 2026Q1: 101,128 shares; 2026Q2: 102,834 shares 102,834 $6.99M 0.22% +1,706 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: 11,253 shares; 2024Q4: 16,364 shares; 2025Q1: 10,828 shares; 2025Q2: 13,848 shares; 2025Q3: 19,430 shares; 2025Q4: 23,424 shares; 2026Q1: 20,223 shares; 2026Q2: 20,596 shares 20,596 $6.97M 0.22% +373 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,484 shares; 2024Q4: 147,066 shares; 2025Q1: 149,200 shares; 2025Q2: 153,192 shares; 2025Q3: 159,523 shares; 2025Q4: 160,401 shares; 2026Q1: 145,244 shares; 2026Q2: 152,649 shares 152,649 $6.88M 0.22% +7,405 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,468 shares; 2024Q4: 35,369 shares; 2025Q1: 38,506 shares; 2025Q2: 38,326 shares; 2025Q3: 40,739 shares; 2025Q4: 37,169 shares; 2026Q1: 42,115 shares; 2026Q2: 46,176 shares 46,176 $6.77M 0.21% +4,061 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: 7,965 shares; 2024Q4: 8,143 shares; 2025Q1: 10,111 shares; 2025Q2: 12,065 shares; 2025Q3: 8,809 shares; 2025Q4: 8,878 shares; 2026Q1: 8,787 shares; 2026Q2: 8,865 shares 8,865 $6.38M 0.2% +78 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,373 shares; 2024Q4: 29,339 shares; 2025Q1: 25,452 shares; 2025Q2: 27,862 shares; 2025Q3: 24,189 shares; 2025Q4: 25,413 shares; 2026Q1: 22,196 shares; 2026Q2: 23,707 shares 23,707 $6.37M 0.2% +1,511 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,743 shares; 2024Q4: 17,733 shares; 2025Q1: 28,449 shares; 2025Q2: 24,277 shares; 2025Q3: 23,859 shares; 2025Q4: 24,209 shares; 2026Q1: 18,596 shares; 2026Q2: 18,572 shares 18,572 $6.37M 0.2% -24 Timeline QINT 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: 13,845 shares; 2024Q4: 12,995 shares; 2025Q1: 12,895 shares; 2025Q2: 13,205 shares; 2025Q3: 22,535 shares; 2025Q4: 47,491 shares; 2026Q1: 79,522 shares; 2026Q2: 91,246 shares 91,246 $6.34M 0.2% +11,724 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,939 shares; 2024Q4: 33,620 shares; 2025Q1: 40,883 shares; 2025Q2: 39,637 shares; 2025Q3: 34,215 shares; 2025Q4: 31,907 shares; 2026Q1: 32,620 shares; 2026Q2: 33,286 shares 33,286 $6.32M 0.2% +666 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,897 shares; 2025Q3: 21,843 shares; 2025Q4: 22,185 shares; 2026Q1: 25,821 shares; 2026Q2: 27,362 shares 27,362 $6.21M 0.2% +1,541 Timeline MDYV 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: 60,037 shares; 2024Q4: 56,527 shares; 2025Q1: 56,824 shares; 2025Q2: 59,131 shares; 2025Q3: 59,871 shares; 2025Q4: 60,691 shares; 2026Q1: 65,149 shares; 2026Q2: 65,362 shares 65,362 $6.2M 0.2% +213 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,148 shares; 2024Q4: 14,415 shares; 2025Q1: 16,704 shares; 2025Q2: 19,189 shares; 2025Q3: 23,625 shares; 2025Q4: 18,541 shares; 2026Q1: 16,113 shares; 2026Q2: 16,286 shares 16,286 $6.09M 0.19% +173 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,902 shares; 2024Q4: 109,424 shares; 2025Q1: 113,106 shares; 2025Q2: 113,511 shares; 2025Q3: 115,778 shares; 2025Q4: 117,257 shares; 2026Q1: 128,503 shares; 2026Q2: 129,831 shares 129,831 $6.08M 0.19% +1,328 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,922 shares; 2024Q4: 137,668 shares; 2025Q1: 138,838 shares; 2025Q2: 141,552 shares; 2025Q3: 144,594 shares; 2025Q4: 145,273 shares; 2026Q1: 149,530 shares; 2026Q2: 177,273 shares 177,273 $6M 0.19% +27,743 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,619 shares; 2024Q4: 73,946 shares; 2025Q1: 77,578 shares; 2025Q2: 72,952 shares; 2025Q3: 74,417 shares; 2025Q4: 76,114 shares; 2026Q1: 73,322 shares; 2026Q2: 73,515 shares 73,515 $5.97M 0.19% +193 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,520 shares; 2024Q4: 61,813 shares; 2025Q1: 63,006 shares; 2025Q2: 59,712 shares; 2025Q3: 51,491 shares; 2025Q4: 37,443 shares; 2026Q1: 40,652 shares; 2026Q2: 40,593 shares 40,593 $5.94M 0.19% -59 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: 74,453 shares; 2024Q4: 69,705 shares; 2025Q1: 67,422 shares; 2025Q2: 67,124 shares; 2025Q3: 66,622 shares; 2025Q4: 64,130 shares; 2026Q1: 63,430 shares; 2026Q2: 60,135 shares 60,135 $5.81M 0.18% -3,295 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,050 shares; 2024Q4: 19,655 shares; 2025Q1: 20,552 shares; 2025Q2: 20,991 shares; 2025Q3: 21,545 shares; 2025Q4: 20,952 shares; 2026Q1: 16,105 shares; 2026Q2: 16,402 shares 16,402 $5.78M 0.18% +297 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,719 shares; 2024Q4: 85,959 shares; 2025Q1: 88,868 shares; 2025Q2: 90,745 shares; 2025Q3: 90,695 shares; 2025Q4: 92,350 shares; 2026Q1: 97,292 shares; 2026Q2: 98,179 shares 98,179 $5.71M 0.18% +887 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,062 shares; 2024Q4: 51,335 shares; 2025Q1: 51,185 shares; 2025Q2: 54,431 shares; 2025Q3: 53,957 shares; 2025Q4: 55,974 shares; 2026Q1: 58,791 shares; 2026Q2: 58,298 shares 58,298 $5.62M 0.18% -493 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,775 shares; 2024Q4: 81,384 shares; 2025Q1: 87,764 shares; 2025Q2: 97,928 shares; 2025Q3: 90,366 shares; 2025Q4: 86,885 shares; 2026Q1: 89,881 shares; 2026Q2: 97,869 shares 97,869 $5.58M 0.18% +7,988 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,401 shares; 2024Q4: 46,564 shares; 2025Q1: 46,204 shares; 2025Q2: 46,028 shares; 2025Q3: 45,625 shares; 2025Q4: 43,383 shares; 2026Q1: 29,475 shares; 2026Q2: 30,736 shares 30,736 $5.57M 0.18% +1,261 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: 14,463 shares; 2024Q4: 50,386 shares; 2025Q1: 43,100 shares; 2025Q2: 46,471 shares; 2025Q3: 46,070 shares; 2025Q4: 45,781 shares; 2026Q1: 44,064 shares; 2026Q2: 43,980 shares 43,980 $5.49M 0.17% -84 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,453 shares; 2024Q4: 34,661 shares; 2025Q1: 24,527 shares; 2025Q2: 24,836 shares; 2025Q3: 23,912 shares; 2025Q4: 27,770 shares; 2026Q1: 37,610 shares; 2026Q2: 37,344 shares 37,344 $5.47M 0.17% -266 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,139 shares; 2024Q4: 61,408 shares; 2025Q1: 49,628 shares; 2025Q2: 73,497 shares; 2025Q3: 128,930 shares; 2025Q4: 238,632 shares; 2026Q1: 104,944 shares; 2026Q2: 118,854 shares 118,854 $5.39M 0.17% +13,910 Timeline RPV 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: 51,081 shares; 2024Q4: 51,062 shares; 2025Q1: 47,297 shares; 2025Q2: 47,979 shares; 2025Q3: 47,932 shares; 2025Q4: 48,085 shares; 2026Q1: 47,201 shares; 2026Q2: 47,339 shares 47,339 $5.39M 0.17% +138 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,871 shares; 2024Q4: 63,812 shares; 2025Q1: 65,061 shares; 2025Q2: 64,501 shares; 2025Q3: 61,487 shares; 2025Q4: 61,855 shares; 2026Q1: 59,428 shares; 2026Q2: 60,328 shares 60,328 $5.37M 0.17% +900 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,667 shares; 2024Q4: 110,195 shares; 2025Q1: 110,080 shares; 2025Q2: 109,740 shares; 2025Q3: 113,000 shares; 2025Q4: 111,142 shares; 2026Q1: 106,149 shares; 2026Q2: 105,933 shares 105,933 $5.37M 0.17% -216 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,842 shares; 2024Q4: 28,586 shares; 2025Q1: 26,552 shares; 2025Q2: 28,057 shares; 2025Q3: 32,702 shares; 2025Q4: 36,088 shares; 2026Q1: 15,022 shares; 2026Q2: 15,657 shares 15,657 $5.34M 0.17% +635 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,194 shares; 2024Q4: 32,535 shares; 2025Q1: 35,866 shares; 2025Q2: 36,062 shares; 2025Q3: 35,378 shares; 2025Q4: 33,821 shares; 2026Q1: 31,386 shares; 2026Q2: 31,383 shares 31,383 $5.31M 0.17% -3 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: 19,109 shares; 2024Q4: 54,959 shares; 2025Q1: 46,421 shares; 2025Q2: 44,638 shares; 2025Q3: 43,052 shares; 2025Q4: 44,833 shares; 2026Q1: 56,694 shares; 2026Q2: 57,754 shares 57,754 $5.29M 0.17% +1,060 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,567 shares; 2024Q4: 89,409 shares; 2025Q1: 102,702 shares; 2025Q2: 100,334 shares; 2025Q3: 96,439 shares; 2025Q4: 123,109 shares; 2026Q1: 125,402 shares; 2026Q2: 124,792 shares 124,792 $5.28M 0.17% -610 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,391 shares; 2024Q4: 3,871 shares; 2025Q1: 3,655 shares; 2025Q2: 3,909 shares; 2025Q3: 4,016 shares; 2025Q4: 71,028 shares; 2026Q1: 29,057 shares; 2026Q2: 27,582 shares 27,582 $5.25M 0.17% -1,475 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,401 shares; 2024Q4: 64,623 shares; 2025Q1: 78,414 shares; 2025Q2: 79,695 shares; 2025Q3: 75,595 shares; 2025Q4: 85,744 shares; 2026Q1: 75,564 shares; 2026Q2: 70,965 shares 70,965 $5.12M 0.16% -4,599 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,915 shares; 2024Q4: 17,972 shares; 2025Q1: 38,707 shares; 2025Q2: 18,519 shares; 2025Q3: 18,966 shares; 2025Q4: 18,829 shares; 2026Q1: 18,890 shares; 2026Q2: 18,724 shares 18,724 $5.09M 0.16% -166 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,211 shares; 2024Q4: 12,901 shares; 2025Q1: 10,181 shares; 2025Q2: 6,909 shares; 2025Q3: 5,703 shares; 2025Q4: 5,537 shares; 2026Q1: 6,176 shares; 2026Q2: 6,988 shares 6,988 $5.05M 0.16% +812 Timeline BSCT 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: 16,629 shares; 2024Q4: 195,639 shares; 2025Q1: 231,581 shares; 2025Q2: 231,305 shares; 2025Q3: 237,623 shares; 2025Q4: 249,425 shares; 2026Q1: 263,126 shares; 2026Q2: 268,434 shares 268,434 $4.99M 0.16% +5,308 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,135 shares; 2024Q4: 19,268 shares; 2025Q1: 20,479 shares; 2025Q2: 20,204 shares; 2025Q3: 20,277 shares; 2025Q4: 22,464 shares; 2026Q1: 18,031 shares; 2026Q2: 18,423 shares 18,423 $4.98M 0.16% +392 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,068 shares; 2024Q4: 9,804 shares; 2025Q1: 10,778 shares; 2025Q2: 11,280 shares; 2025Q3: 11,239 shares; 2025Q4: 10,014 shares; 2026Q1: 10,265 shares; 2026Q2: 9,662 shares 9,662 $4.96M 0.16% -603 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,002 shares; 2025Q1: 12,594 shares; 2025Q2: 15,218 shares; 2025Q3: 15,718 shares; 2025Q4: 21,191 shares; 2026Q1: 20,132 shares; 2026Q2: 25,801 shares 25,801 $4.95M 0.16% +5,669 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171,122 shares; 2026Q2: 163,844 shares 163,844 $4.94M 0.16% -7,278 Timeline GTO 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: 54,372 shares; 2025Q2: 66,173 shares; 2025Q3: 70,213 shares; 2025Q4: 70,247 shares; 2026Q1: 92,574 shares; 2026Q2: 105,320 shares 105,320 $4.94M 0.16% +12,746 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,099 shares; 2024Q4: 140,393 shares; 2025Q1: 145,852 shares; 2025Q2: 143,107 shares; 2025Q3: 136,058 shares; 2025Q4: 136,854 shares; 2026Q1: 143,498 shares; 2026Q2: 154,144 shares 154,144 $4.89M 0.15% +10,646 Timeline BSCU 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286,629 shares; 2026Q2: 292,589 shares 292,589 $4.87M 0.15% +5,960 Timeline MDYG 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: 44,832 shares; 2024Q4: 41,475 shares; 2025Q1: 41,363 shares; 2025Q2: 42,460 shares; 2025Q3: 42,849 shares; 2025Q4: 42,506 shares; 2026Q1: 43,349 shares; 2026Q2: 43,342 shares 43,342 $4.86M 0.15% -7 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,293 shares; 2024Q4: 141,533 shares; 2025Q1: 180,846 shares; 2025Q2: 160,097 shares; 2025Q3: 157,044 shares; 2025Q4: 118,936 shares; 2026Q1: 112,877 shares; 2026Q2: 111,947 shares 111,947 $4.83M 0.15% -930 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: 909 shares; 2024Q4: 1,488 shares; 2025Q1: 422 shares; 2025Q2: 368 shares; 2025Q3: 1,873 shares; 2025Q4: 3,693 shares; 2026Q1: 5,162 shares; 2026Q2: 6,372 shares 6,372 $4.81M 0.15% +1,210 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,616 shares; 2024Q4: 48,963 shares; 2025Q1: 67,398 shares; 2025Q2: 69,208 shares; 2025Q3: 74,612 shares; 2025Q4: 81,656 shares; 2026Q1: 82,620 shares; 2026Q2: 95,223 shares 95,223 $4.8M 0.15% +12,603 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,949 shares; 2024Q4: 56,081 shares; 2025Q1: 62,005 shares; 2025Q2: 61,874 shares; 2025Q3: 61,487 shares; 2025Q4: 60,821 shares; 2026Q1: 50,154 shares; 2026Q2: 45,920 shares 45,920 $4.77M 0.15% -4,234 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,413 shares; 2024Q4: 74,991 shares; 2025Q1: 67,306 shares; 2025Q2: 35,189 shares; 2025Q3: 32,187 shares; 2025Q4: 33,520 shares; 2026Q1: 33,953 shares; 2026Q2: 34,808 shares 34,808 $4.75M 0.15% +855 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,057 shares; 2024Q4: 7,745 shares; 2025Q1: 9,122 shares; 2025Q2: 9,238 shares; 2025Q3: 10,292 shares; 2025Q4: 80,140 shares; 2026Q1: 65,510 shares; 2026Q2: 66,257 shares 66,257 $4.73M 0.15% +747 Timeline GDEC 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: not reported; 2026Q1: 119,700 shares; 2026Q2: 118,200 shares 118,200 $4.7M 0.15% -1,500 Timeline SLYG 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: 25,564 shares; 2024Q4: 24,037 shares; 2025Q1: 24,203 shares; 2025Q2: 26,368 shares; 2025Q3: 28,753 shares; 2025Q4: 31,258 shares; 2026Q1: 36,079 shares; 2026Q2: 39,462 shares 39,462 $4.7M 0.15% +3,383 Timeline GSEW 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: 40,762 shares; 2024Q4: 41,183 shares; 2025Q1: 40,271 shares; 2025Q2: 44,657 shares; 2025Q3: 43,676 shares; 2025Q4: 43,985 shares; 2026Q1: 48,485 shares; 2026Q2: 49,755 shares 49,755 $4.7M 0.15% +1,270 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,759 shares; 2025Q3: 77,731 shares; 2025Q4: 81,127 shares; 2026Q1: 58,534 shares; 2026Q2: 113,744 shares 113,744 $4.69M 0.15% +55,210 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,419 shares; 2024Q4: 20,010 shares; 2025Q1: 18,937 shares; 2025Q2: 23,461 shares; 2025Q3: 22,162 shares; 2025Q4: 23,224 shares; 2026Q1: 69,123 shares; 2026Q2: 77,840 shares 77,840 $4.65M 0.15% +8,717 Timeline GEM 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: 118,246 shares; 2024Q4: 119,813 shares; 2025Q1: 104,015 shares; 2025Q2: 104,923 shares; 2025Q3: 102,919 shares; 2025Q4: 101,315 shares; 2026Q1: 88,265 shares; 2026Q2: 88,316 shares 88,316 $4.59M 0.15% +51 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares; 2026Q1: 14,472 shares; 2026Q2: 16,137 shares 16,137 $4.58M 0.14% +1,665 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,929 shares; 2024Q4: 59,519 shares; 2025Q1: 61,189 shares; 2025Q2: 68,935 shares; 2025Q3: 60,616 shares; 2025Q4: 68,078 shares; 2026Q1: 61,070 shares; 2026Q2: 39,108 shares 39,108 $4.56M 0.14% -21,962 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,868 shares; 2024Q4: 195,029 shares; 2025Q1: 194,356 shares; 2025Q2: 188,763 shares; 2025Q3: 195,430 shares; 2025Q4: 179,583 shares; 2026Q1: 80,131 shares; 2026Q2: 75,395 shares 75,395 $4.5M 0.14% -4,736 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,819 shares; 2024Q4: 61,900 shares; 2025Q1: 44,810 shares; 2025Q2: 45,620 shares; 2025Q3: 48,646 shares; 2025Q4: 44,878 shares; 2026Q1: 41,012 shares; 2026Q2: 41,999 shares 41,999 $4.5M 0.14% +987 Timeline SLYV 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: 32,377 shares; 2024Q4: 30,896 shares; 2025Q1: 31,272 shares; 2025Q2: 32,828 shares; 2025Q3: 33,486 shares; 2025Q4: 33,917 shares; 2026Q1: 36,013 shares; 2026Q2: 41,022 shares 41,022 $4.48M 0.14% +5,009 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: 897 shares; 2024Q4: 861 shares; 2025Q1: 10,070 shares; 2025Q2: 12,502 shares; 2025Q3: 12,783 shares; 2025Q4: 12,814 shares; 2026Q1: 11,649 shares; 2026Q2: 12,068 shares 12,068 $4.47M 0.14% +419 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,577 shares; 2024Q4: 6,673 shares; 2025Q1: 8,229 shares; 2025Q2: 9,528 shares; 2025Q3: 9,942 shares; 2025Q4: 12,713 shares; 2026Q1: 12,304 shares; 2026Q2: 12,147 shares 12,147 $4.44M 0.14% -157 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,216 shares; 2024Q4: 77,745 shares; 2025Q1: 68,167 shares; 2025Q2: 67,248 shares; 2025Q3: 69,232 shares; 2025Q4: 75,201 shares; 2026Q1: 77,758 shares; 2026Q2: 85,734 shares 85,734 $4.44M 0.14% +7,976 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: 46,858 shares; 2024Q4: 109,616 shares; 2025Q1: 88,842 shares; 2025Q2: 92,418 shares; 2025Q3: 115,705 shares; 2025Q4: 109,659 shares; 2026Q1: 109,194 shares; 2026Q2: 111,860 shares 111,860 $4.32M 0.14% +2,666 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,403 shares; 2024Q4: 40,687 shares; 2025Q1: 46,029 shares; 2025Q2: 48,737 shares; 2025Q3: 44,636 shares; 2025Q4: 47,321 shares; 2026Q1: 48,426 shares; 2026Q2: 52,086 shares 52,086 $4.3M 0.14% +3,660 Timeline CIBR 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: 32,769 shares; 2024Q4: 34,225 shares; 2025Q1: 44,480 shares; 2025Q2: 49,823 shares; 2025Q3: 50,705 shares; 2025Q4: 46,422 shares; 2026Q1: 45,113 shares; 2026Q2: 47,385 shares 47,385 $4.26M 0.13% +2,272 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,686 shares; 2024Q4: 2,355 shares; 2025Q1: 5,117 shares; 2025Q2: 5,379 shares; 2025Q3: 4,973 shares; 2025Q4: 24,250 shares; 2026Q1: 39,541 shares; 2026Q2: 42,440 shares 42,440 $4.21M 0.13% +2,899 Timeline JAVA 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: 3,818 shares; 2024Q4: 11,176 shares; 2025Q1: 26,071 shares; 2025Q2: 44,123 shares; 2025Q3: 45,761 shares; 2025Q4: 46,629 shares; 2026Q1: 49,280 shares; 2026Q2: 52,961 shares 52,961 $4.21M 0.13% +3,681 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,922 shares; 2024Q4: 105,616 shares; 2025Q1: 98,963 shares; 2025Q2: 105,591 shares; 2025Q3: 109,710 shares; 2025Q4: 106,651 shares; 2026Q1: 98,436 shares; 2026Q2: 95,275 shares 95,275 $4.19M 0.13% -3,161 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,254 shares; 2025Q2: 149,062 shares; 2025Q3: 153,605 shares; 2025Q4: 153,211 shares; 2026Q1: 33,190 shares; 2026Q2: 153,921 shares 153,921 $4.18M 0.13% +120,731 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 125,854 shares; 2026Q1: 136,332 shares; 2026Q2: 138,297 shares 138,297 $4.15M 0.13% +1,965 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,486 shares; 2024Q4: 49,484 shares; 2025Q1: 52,383 shares; 2025Q2: 50,702 shares; 2025Q3: 51,288 shares; 2025Q4: 48,413 shares; 2026Q1: 45,602 shares; 2026Q2: 46,757 shares 46,757 $4.1M 0.13% +1,155 Timeline XLB 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: 65,673 shares; 2024Q4: 38,909 shares; 2025Q1: 52,350 shares; 2025Q2: 44,187 shares; 2025Q3: 28,450 shares; 2025Q4: 58,428 shares; 2026Q1: 61,337 shares; 2026Q2: 80,690 shares 80,690 $4.1M 0.13% +19,353 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: 38,511 shares; 2024Q4: 41,350 shares; 2025Q1: 43,039 shares; 2025Q2: 43,048 shares; 2025Q3: 44,561 shares; 2025Q4: 45,553 shares; 2026Q1: 48,571 shares; 2026Q2: 49,611 shares 49,611 $4.1M 0.13% +1,040 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,647 shares; 2025Q1: 63,607 shares; 2025Q2: 66,044 shares; 2025Q3: 73,059 shares; 2025Q4: 71,286 shares; 2026Q1: 74,474 shares; 2026Q2: 79,299 shares 79,299 $4.07M 0.13% +4,825 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,221 shares; 2024Q4: 7,505 shares; 2025Q1: 7,162 shares; 2025Q2: 8,535 shares; 2025Q3: 8,767 shares; 2025Q4: 9,380 shares; 2026Q1: 11,316 shares; 2026Q2: 13,337 shares 13,337 $4.04M 0.13% +2,021 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,440 shares; 2024Q4: 76,903 shares; 2025Q1: 76,417 shares; 2025Q2: 81,019 shares; 2025Q3: 79,320 shares; 2025Q4: 82,153 shares; 2026Q1: 55,463 shares; 2026Q2: 56,404 shares 56,404 $4.02M 0.13% +941 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: 7,241 shares; 2024Q4: 3,847 shares; 2025Q1: 3,984 shares; 2025Q2: 4,106 shares; 2025Q3: 4,090 shares; 2025Q4: 3,953 shares; 2026Q1: 4,049 shares; 2026Q2: 7,700 shares 7,700 $4M 0.13% +3,651 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: 16,281 shares; 2024Q4: 16,337 shares; 2025Q1: 16,245 shares; 2025Q2: 19,137 shares; 2025Q3: 18,925 shares; 2025Q4: 18,399 shares; 2026Q1: 28,049 shares; 2026Q2: 143,326 shares 143,326 $3.93M 0.12% +115,277 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,006 shares; 2024Q4: 65,054 shares; 2025Q1: 83,103 shares; 2025Q2: 113,271 shares; 2025Q3: 99,721 shares; 2025Q4: 90,176 shares; 2026Q1: 67,544 shares; 2026Q2: 67,905 shares 67,905 $3.91M 0.12% +361 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,540 shares; 2024Q4: 123,665 shares; 2025Q1: 128,027 shares; 2025Q2: 99,452 shares; 2025Q3: 116,543 shares; 2025Q4: 141,817 shares; 2026Q1: 47,254 shares; 2026Q2: 45,209 shares 45,209 $3.91M 0.12% -2,045 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,899 shares; 2024Q4: 19,817 shares; 2025Q1: 31,425 shares; 2025Q2: 28,009 shares; 2025Q3: 27,249 shares; 2025Q4: 26,179 shares; 2026Q1: 21,178 shares; 2026Q2: 21,244 shares 21,244 $3.84M 0.12% +66 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,596 shares; 2024Q4: 30,733 shares; 2025Q1: 28,340 shares; 2025Q2: 28,863 shares; 2025Q3: 28,868 shares; 2025Q4: 29,773 shares; 2026Q1: 31,463 shares; 2026Q2: 29,033 shares 29,033 $3.82M 0.12% -2,430 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,187 shares; 2024Q4: 28,529 shares; 2025Q1: 29,036 shares; 2025Q2: 28,526 shares; 2025Q3: 27,870 shares; 2025Q4: 24,265 shares; 2026Q1: 23,516 shares; 2026Q2: 22,865 shares 22,865 $3.76M 0.12% -651 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,260 shares; 2024Q4: 85,543 shares; 2025Q1: 73,475 shares; 2025Q2: 67,543 shares; 2025Q3: 73,582 shares; 2025Q4: 143,946 shares; 2026Q1: 98,403 shares; 2026Q2: 70,551 shares 70,551 $3.75M 0.12% -27,852 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: not reported; 2024Q4: not reported; 2025Q1: 40,484 shares; 2025Q2: 40,962 shares; 2025Q3: 41,432 shares; 2025Q4: 73,359 shares; 2026Q1: 83,977 shares; 2026Q2: 92,281 shares 92,281 $3.75M 0.12% +8,304 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.12% 0 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: 11,605 shares; 2024Q4: 10,800 shares; 2025Q1: 10,829 shares; 2025Q2: 11,122 shares; 2025Q3: 11,048 shares; 2025Q4: 10,942 shares; 2026Q1: 12,154 shares; 2026Q2: 12,479 shares 12,479 $3.73M 0.12% +325 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,167 shares; 2024Q4: 13,941 shares; 2025Q1: 12,307 shares; 2025Q2: 13,446 shares; 2025Q3: 16,726 shares; 2025Q4: 21,906 shares; 2026Q1: 20,924 shares; 2026Q2: 17,207 shares 17,207 $3.72M 0.12% -3,717 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 2,024 shares; 2025Q1: 5,148 shares; 2025Q2: 1,559 shares; 2025Q3: 2,235 shares; 2025Q4: 2,368 shares; 2026Q1: 2,584 shares; 2026Q2: 3,155 shares 3,155 $3.71M 0.12% +571 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,688 shares; 2024Q4: 13,863 shares; 2025Q1: 14,663 shares; 2025Q2: 15,529 shares; 2025Q3: 15,000 shares; 2025Q4: 9,667 shares; 2026Q1: 9,474 shares; 2026Q2: 8,888 shares 8,888 $3.69M 0.12% -586 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,235 shares; 2024Q4: 33,548 shares; 2025Q1: 32,950 shares; 2025Q2: 34,259 shares; 2025Q3: 35,196 shares; 2025Q4: 35,233 shares; 2026Q1: 33,944 shares; 2026Q2: 33,475 shares 33,475 $3.69M 0.12% -469 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: 16,850 shares; 2025Q1: 9,292 shares; 2025Q2: 8,114 shares; 2025Q3: 7,700 shares; 2025Q4: 7,158 shares; 2026Q1: 7,022 shares; 2026Q2: 8,459 shares 8,459 $3.67M 0.12% +1,437 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: 1,617 shares; 2024Q4: 2,612 shares; 2025Q1: 4,678 shares; 2025Q2: 7,296 shares; 2025Q3: 7,195 shares; 2025Q4: 7,103 shares; 2026Q1: 7,047 shares; 2026Q2: 44,162 shares 44,162 $3.65M 0.12% +37,115 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: 9,523 shares; 2025Q1: 15,007 shares; 2025Q2: 31,430 shares; 2025Q3: 60,566 shares; 2025Q4: 58,284 shares; 2026Q1: 57,090 shares; 2026Q2: 65,367 shares 65,367 $3.63M 0.11% +8,277 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,574 shares; 2024Q4: 6,576 shares; 2025Q1: 9,197 shares; 2025Q2: 12,075 shares; 2025Q3: 11,990 shares; 2025Q4: 10,358 shares; 2026Q1: 7,674 shares; 2026Q2: 7,291 shares 7,291 $3.48M 0.11% -383 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,671 shares; 2024Q4: 62,019 shares; 2025Q1: 68,408 shares; 2025Q2: 75,911 shares; 2025Q3: 82,173 shares; 2025Q4: 303,389 shares; 2026Q1: 335,294 shares; 2026Q2: 320,063 shares 320,063 $3.45M 0.11% -15,231 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,282 shares; 2024Q4: 23,353 shares; 2025Q1: 36,844 shares; 2025Q2: 43,763 shares; 2025Q3: 47,246 shares; 2025Q4: 50,555 shares; 2026Q1: 46,051 shares; 2026Q2: 46,477 shares 46,477 $3.41M 0.11% +426 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,933 shares; 2025Q2: 7,538 shares; 2025Q3: 7,763 shares; 2025Q4: 9,326 shares; 2026Q1: 24,154 shares; 2026Q2: 25,554 shares 25,554 $3.41M 0.11% +1,400 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,322 shares; 2024Q4: 27,250 shares; 2025Q1: 27,082 shares; 2025Q2: 25,294 shares; 2025Q3: 23,964 shares; 2025Q4: 23,234 shares; 2026Q1: 30,289 shares; 2026Q2: 23,546 shares 23,546 $3.4M 0.11% -6,743 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,807 shares; 2024Q4: 28,586 shares; 2025Q1: 28,788 shares; 2025Q2: 30,161 shares; 2025Q3: 30,328 shares; 2025Q4: 38,638 shares; 2026Q1: 36,266 shares; 2026Q2: 35,456 shares 35,456 $3.38M 0.11% -810 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 129,046 shares; 2026Q2: 153,869 shares 153,869 $3.38M 0.11% +24,823 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: 16,490 shares; 2024Q4: 16,490 shares; 2025Q1: 29,021 shares; 2025Q2: 54,647 shares; 2025Q3: 54,231 shares; 2025Q4: 22,376 shares; 2026Q1: 49,848 shares; 2026Q2: 52,152 shares 52,152 $3.33M 0.11% +2,304 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,260 shares; 2024Q4: 13,856 shares; 2025Q1: 15,258 shares; 2025Q2: 14,091 shares; 2025Q3: 15,998 shares; 2025Q4: 20,771 shares; 2026Q1: 50,823 shares; 2026Q2: 48,612 shares 48,612 $3.33M 0.11% -2,211 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,672 shares; 2024Q4: 88,305 shares; 2025Q1: 57,009 shares; 2025Q2: 60,219 shares; 2025Q3: 48,027 shares; 2025Q4: 86,000 shares; 2026Q1: 77,581 shares; 2026Q2: 66,484 shares 66,484 $3.31M 0.1% -11,097 Timeline RSPT 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: 5,373 shares; 2024Q4: 5,922 shares; 2025Q1: 6,071 shares; 2025Q2: 5,923 shares; 2025Q3: 6,031 shares; 2025Q4: 6,355 shares; 2026Q1: 11,980 shares; 2026Q2: 51,236 shares 51,236 $3.3M 0.1% +39,256 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: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95,898 shares 95,898 $3.29M 0.1% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,999 shares; 2024Q4: 5,314 shares; 2025Q1: 5,227 shares; 2025Q2: 32,135 shares; 2025Q3: 32,121 shares; 2025Q4: 30,381 shares; 2026Q1: 30,010 shares; 2026Q2: 30,385 shares 30,385 $3.27M 0.1% +375 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: 13,637 shares; 2024Q4: 13,383 shares; 2025Q1: 32,003 shares; 2025Q2: 21,356 shares; 2025Q3: 26,271 shares; 2025Q4: 27,353 shares; 2026Q1: 22,979 shares; 2026Q2: 23,057 shares 23,057 $3.23M 0.1% +78 Timeline BSCQ 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: 126,753 shares; 2024Q4: 130,595 shares; 2025Q1: 142,014 shares; 2025Q2: 142,017 shares; 2025Q3: 147,175 shares; 2025Q4: 154,510 shares; 2026Q1: 163,783 shares; 2026Q2: 165,225 shares 165,225 $3.23M 0.1% +1,442 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,777 shares; 2025Q1: 33,538 shares; 2025Q2: 35,642 shares; 2025Q3: 36,041 shares; 2025Q4: 42,500 shares; 2026Q1: 45,007 shares; 2026Q2: 44,632 shares 44,632 $3.23M 0.1% -375 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,654 shares; 2025Q1: 35,976 shares; 2025Q2: 30,370 shares; 2025Q3: 27,858 shares; 2025Q4: 29,905 shares; 2026Q1: 22,342 shares; 2026Q2: 22,286 shares 22,286 $3.22M 0.1% -56 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 8,845 shares; 2025Q1: 9,646 shares; 2025Q2: 9,829 shares; 2025Q3: 9,007 shares; 2025Q4: 8,899 shares; 2026Q1: 7,841 shares; 2026Q2: 8,083 shares 8,083 $3.21M 0.1% +242 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,630 shares; 2025Q2: 37,296 shares; 2025Q3: 36,867 shares; 2025Q4: 36,704 shares; 2026Q1: 38,935 shares; 2026Q2: 39,234 shares 39,234 $3.21M 0.1% +299 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: 10,642 shares; 2024Q4: 11,145 shares; 2025Q1: 10,057 shares; 2025Q2: 11,044 shares; 2025Q3: 12,099 shares; 2025Q4: 17,022 shares; 2026Q1: 18,975 shares; 2026Q2: 20,402 shares 20,402 $3.2M 0.1% +1,427 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: 38,806 shares; 2024Q4: 41,424 shares; 2025Q1: 44,340 shares; 2025Q2: 43,106 shares; 2025Q3: 42,448 shares; 2025Q4: 44,050 shares; 2026Q1: 42,972 shares; 2026Q2: 42,664 shares 42,664 $3.17M 0.1% -308 Timeline LRGE 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: 38,618 shares; 2024Q4: 38,971 shares; 2025Q1: 38,585 shares; 2025Q2: 39,591 shares; 2025Q3: 39,091 shares; 2025Q4: 39,091 shares; 2026Q1: 36,751 shares; 2026Q2: 36,737 shares 36,737 $3.15M 0.1% -14 Timeline VBK 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: 11,493 shares; 2024Q4: 9,383 shares; 2025Q1: 7,705 shares; 2025Q2: 8,973 shares; 2025Q3: 8,899 shares; 2025Q4: 9,028 shares; 2026Q1: 8,422 shares; 2026Q2: 8,469 shares 8,469 $3.1M 0.1% +47 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: not reported; 2024Q4: not reported; 2025Q1: 5,441 shares; 2025Q2: 7,557 shares; 2025Q3: 9,213 shares; 2025Q4: 15,877 shares; 2026Q1: 13,231 shares; 2026Q2: 13,281 shares 13,281 $3.1M 0.1% +50 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: 10,776 shares; 2024Q4: 4,510 shares; 2025Q1: 3,305 shares; 2025Q2: 3,666 shares; 2025Q3: 4,341 shares; 2025Q4: 10,570 shares; 2026Q1: 10,782 shares; 2026Q2: 26,236 shares 26,236 $3.08M 0.1% +15,454 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: 32,257 shares; 2025Q3: 29,251 shares; 2025Q4: 25,681 shares; 2026Q1: 56,278 shares; 2026Q2: 60,466 shares 60,466 $3.05M 0.1% +4,188 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: 43,598 shares; 2024Q4: 33,321 shares; 2025Q1: 16,879 shares; 2025Q2: 13,785 shares; 2025Q3: 16,231 shares; 2025Q4: 44,208 shares; 2026Q1: 97,299 shares; 2026Q2: 103,859 shares 103,859 $3.05M 0.1% +6,560 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,881 shares; 2024Q4: 117,836 shares; 2025Q1: 117,452 shares; 2025Q2: 97,977 shares; 2025Q3: 85,952 shares; 2025Q4: 84,102 shares; 2026Q1: 130,454 shares; 2026Q2: 90,064 shares 90,064 $3.05M 0.1% -40,390 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,747 shares; 2024Q4: 21,498 shares; 2025Q1: 25,774 shares; 2025Q2: 23,266 shares; 2025Q3: 22,811 shares; 2025Q4: 20,011 shares; 2026Q1: 21,851 shares; 2026Q2: 22,360 shares 22,360 $3.03M 0.1% +509 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,551 shares; 2024Q4: 5,280 shares; 2025Q1: 5,177 shares; 2025Q2: 4,510 shares; 2025Q3: 4,631 shares; 2025Q4: 4,963 shares; 2026Q1: 14,771 shares; 2026Q2: 15,104 shares 15,104 $2.98M 0.09% +333 Timeline BSCR 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: 124,730 shares; 2024Q4: 127,593 shares; 2025Q1: 133,968 shares; 2025Q2: 133,372 shares; 2025Q3: 137,544 shares; 2025Q4: 138,391 shares; 2026Q1: 146,250 shares; 2026Q2: 149,681 shares 149,681 $2.94M 0.09% +3,431 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,687 shares; 2026Q2: 33,723 shares 33,723 $2.94M 0.09% +2,036 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,714 shares; 2024Q4: 26,000 shares; 2025Q1: 26,839 shares; 2025Q2: 27,952 shares; 2025Q3: 27,562 shares; 2025Q4: 30,460 shares; 2026Q1: 31,133 shares; 2026Q2: 30,411 shares 30,411 $2.93M 0.09% -722 Timeline EVTR 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: 25,311 shares; 2024Q4: 33,782 shares; 2025Q1: 40,804 shares; 2025Q2: 43,969 shares; 2025Q3: 43,788 shares; 2025Q4: 46,974 shares; 2026Q1: 50,821 shares; 2026Q2: 56,712 shares 56,712 $2.88M 0.09% +5,891 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: 26,301 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,760 shares; 2025Q3: 47,224 shares; 2025Q4: 47,760 shares; 2026Q1: 45,456 shares; 2026Q2: 47,465 shares 47,465 $2.86M 0.09% +2,009 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,211 shares; 2024Q4: 5,769 shares; 2025Q1: 5,299 shares; 2025Q2: 5,253 shares; 2025Q3: 5,863 shares; 2025Q4: 6,039 shares; 2026Q1: 6,997 shares; 2026Q2: 5,598 shares 5,598 $2.85M 0.09% -1,399 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,649 shares; 2024Q4: 18,844 shares; 2025Q1: 18,157 shares; 2025Q2: 21,387 shares; 2025Q3: 20,947 shares; 2025Q4: 18,387 shares; 2026Q1: 16,957 shares; 2026Q2: 9,490 shares 9,490 $2.83M 0.09% -7,467 Timeline BSCS 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: 108,929 shares; 2024Q4: 111,963 shares; 2025Q1: 118,702 shares; 2025Q2: 119,171 shares; 2025Q3: 122,472 shares; 2025Q4: 124,997 shares; 2026Q1: 132,341 shares; 2026Q2: 136,692 shares 136,692 $2.78M 0.09% +4,351 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,594 shares; 2025Q1: 2,583 shares; 2025Q2: 2,689 shares; 2025Q3: 2,853 shares; 2025Q4: 2,944 shares; 2026Q1: 2,747 shares; 2026Q2: 2,894 shares 2,894 $2.78M 0.09% +147 Timeline BUFD 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: 68,067 shares; 2024Q4: 72,617 shares; 2025Q1: 74,467 shares; 2025Q2: 23,507 shares; 2025Q3: 23,507 shares; 2025Q4: 59,167 shares; 2026Q1: 92,883 shares; 2026Q2: 92,320 shares 92,320 $2.74M 0.09% -563 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: 6,114 shares; 2024Q4: 6,020 shares; 2025Q1: 6,376 shares; 2025Q2: 6,638 shares; 2025Q3: 7,141 shares; 2025Q4: 11,886 shares; 2026Q1: 12,559 shares; 2026Q2: 13,120 shares 13,120 $2.74M 0.09% +561 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,566 shares; 2024Q4: 24,968 shares; 2025Q1: 24,710 shares; 2025Q2: 23,434 shares; 2025Q3: 23,555 shares; 2025Q4: 24,633 shares; 2026Q1: 26,887 shares; 2026Q2: 30,187 shares 30,187 $2.74M 0.09% +3,300 Timeline SQMX 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: not reported; 2026Q1: not reported; 2026Q2: 78,845 shares 78,845 $2.7M 0.09% new Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,364 shares; 2026Q2: 44,196 shares 44,196 $2.68M 0.08% +4,832 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST 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: 5,740 shares; 2026Q1: 21,290 shares; 2026Q2: 31,440 shares 31,440 $2.68M 0.08% +10,150 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,886 shares; 2024Q4: 5,568 shares; 2025Q1: 5,559 shares; 2025Q2: 5,990 shares; 2025Q3: 4,069 shares; 2025Q4: 3,327 shares; 2026Q1: 5,434 shares; 2026Q2: 5,318 shares 5,318 $2.67M 0.08% -116 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,252 shares; 2025Q1: 42,017 shares; 2025Q2: 46,804 shares; 2025Q3: 48,651 shares; 2025Q4: 50,346 shares; 2026Q1: 49,803 shares; 2026Q2: 52,206 shares 52,206 $2.66M 0.08% +2,403 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: 2,836 shares; 2024Q4: 2,813 shares; 2025Q1: 2,710 shares; 2025Q2: 2,643 shares; 2025Q3: 2,639 shares; 2025Q4: 2,501 shares; 2026Q1: 2,308 shares; 2026Q2: 6,483 shares 6,483 $2.65M 0.08% +4,175 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,753 shares; 2024Q4: 27,950 shares; 2025Q1: 28,591 shares; 2025Q2: 29,050 shares; 2025Q3: 30,568 shares; 2025Q4: 29,110 shares; 2026Q1: 27,889 shares; 2026Q2: 27,963 shares 27,963 $2.63M 0.08% +74 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,405 shares; 2026Q1: 4,205 shares; 2026Q2: 16,111 shares 16,111 $2.61M 0.08% +11,906 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,916 shares; 2024Q4: 32,549 shares; 2025Q1: 34,190 shares; 2025Q2: 34,467 shares; 2025Q3: 32,675 shares; 2025Q4: 31,368 shares; 2026Q1: 24,426 shares; 2026Q2: 25,006 shares 25,006 $2.6M 0.08% +580 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,287 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 5,329 shares; 2025Q4: 5,500 shares; 2026Q1: 8,651 shares; 2026Q2: 10,128 shares 10,128 $2.59M 0.08% +1,477 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,346 shares; 2025Q1: 42,641 shares; 2025Q2: 48,363 shares; 2025Q3: 50,562 shares; 2025Q4: 52,457 shares; 2026Q1: 48,215 shares; 2026Q2: 50,428 shares 50,428 $2.58M 0.08% +2,213 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,540 shares; 2024Q4: 38,856 shares; 2025Q1: 38,250 shares; 2025Q2: 37,840 shares; 2025Q3: 37,465 shares; 2025Q4: 36,540 shares; 2026Q1: 36,140 shares; 2026Q2: 34,130 shares 34,130 $2.58M 0.08% -2,010 Timeline CAGE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,387 shares 92,387 $2.56M 0.08% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,064 shares; 2024Q4: 30,240 shares; 2025Q1: 32,898 shares; 2025Q2: 27,993 shares; 2025Q3: 24,945 shares; 2025Q4: 25,534 shares; 2026Q1: 26,648 shares; 2026Q2: 30,914 shares 30,914 $2.54M 0.08% +4,266 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,995 shares; 2024Q4: 15,134 shares; 2025Q1: 17,818 shares; 2025Q2: 18,686 shares; 2025Q3: 18,919 shares; 2025Q4: 17,820 shares; 2026Q1: 12,841 shares; 2026Q2: 13,634 shares 13,634 $2.52M 0.08% +793 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: 12,413 shares; 2024Q4: 11,621 shares; 2025Q1: 10,807 shares; 2025Q2: 11,698 shares; 2025Q3: 81,084 shares; 2025Q4: 78,524 shares; 2026Q1: 101,563 shares; 2026Q2: 106,535 shares 106,535 $2.5M 0.08% +4,972 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,555 shares; 2024Q4: 48,543 shares; 2025Q1: 42,498 shares; 2025Q2: 26,458 shares; 2025Q3: 36,488 shares; 2025Q4: 32,440 shares; 2026Q1: 82,938 shares; 2026Q2: 49,282 shares 49,282 $2.49M 0.08% -33,656 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,850 shares; 2024Q4: 6,091 shares; 2025Q1: 6,489 shares; 2025Q2: 3,054 shares; 2025Q3: 2,633 shares; 2025Q4: 3,384 shares; 2026Q1: 3,951 shares; 2026Q2: 3,777 shares 3,777 $2.48M 0.08% -174 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,284 shares; 2024Q4: 71,450 shares; 2025Q1: 58,520 shares; 2025Q2: 53,605 shares; 2025Q3: 58,638 shares; 2025Q4: 59,059 shares; 2026Q1: 47,965 shares; 2026Q2: 48,879 shares 48,879 $2.47M 0.08% +914 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,691 shares; 2024Q4: 6,742 shares; 2025Q1: 8,303 shares; 2025Q2: 7,176 shares; 2025Q3: 8,150 shares; 2025Q4: 11,707 shares; 2026Q1: 13,459 shares; 2026Q2: 15,551 shares 15,551 $2.46M 0.08% +2,092 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,120 shares; 2024Q4: 5,033 shares; 2025Q1: 4,725 shares; 2025Q2: 4,641 shares; 2025Q3: 5,174 shares; 2025Q4: 5,000 shares; 2026Q1: 5,334 shares; 2026Q2: 27,841 shares 27,841 $2.45M 0.08% +22,507 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,270 shares; 2024Q4: 36,113 shares; 2025Q1: 34,773 shares; 2025Q2: 32,459 shares; 2025Q3: 34,611 shares; 2025Q4: 30,468 shares; 2026Q1: 36,031 shares; 2026Q2: 39,395 shares 39,395 $2.44M 0.08% +3,364 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: 915,789 shares; 2024Q4: 370,857 shares; 2025Q1: 336,654 shares; 2025Q2: 245,594 shares; 2025Q3: 200,829 shares; 2025Q4: 156,668 shares; 2026Q1: 143,877 shares; 2026Q2: 113,789 shares 113,789 $2.44M 0.08% -30,088 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,104 shares; 2024Q4: 27,154 shares; 2025Q1: 20,647 shares; 2025Q2: 21,957 shares; 2025Q3: 22,460 shares; 2025Q4: 27,777 shares; 2026Q1: 29,029 shares; 2026Q2: 29,439 shares 29,439 $2.42M 0.08% +410 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,942 shares; 2024Q4: 4,820 shares; 2025Q1: 6,264 shares; 2025Q2: 6,720 shares; 2025Q3: 6,441 shares; 2025Q4: 7,211 shares; 2026Q1: 6,863 shares; 2026Q2: 6,692 shares 6,692 $2.42M 0.08% -171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,532 shares; 2026Q2: 8,469 shares 8,469 $2.41M 0.08% -63 Timeline ICLO 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: 48,176 shares; 2025Q2: 58,155 shares; 2025Q3: 75,141 shares; 2025Q4: 75,483 shares; 2026Q1: 91,723 shares; 2026Q2: 94,036 shares 94,036 $2.41M 0.08% +2,313 Timeline TTEQ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,143 shares; 2026Q2: 52,901 shares 52,901 $2.36M 0.07% +9,758 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: 8,540 shares; 2024Q4: 10,180 shares; 2025Q1: 15,567 shares; 2025Q2: 21,729 shares; 2025Q3: 20,053 shares; 2025Q4: 33,989 shares; 2026Q1: 34,070 shares; 2026Q2: 34,361 shares 34,361 $2.3M 0.07% +291 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: 370 shares; 2024Q4: 377 shares; 2025Q1: 471 shares; 2025Q2: 497 shares; 2025Q3: 412 shares; 2025Q4: 361 shares; 2026Q1: 422 shares; 2026Q2: 7,626 shares 7,626 $2.3M 0.07% +7,204 Timeline PFFD 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: 88,842 shares; 2024Q4: 98,966 shares; 2025Q1: 124,075 shares; 2025Q2: 121,199 shares; 2025Q3: 122,467 shares; 2025Q4: 120,029 shares; 2026Q1: 125,549 shares; 2026Q2: 122,640 shares 122,640 $2.29M 0.07% -2,909 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: 4,704 shares; 2024Q4: 4,709 shares; 2025Q1: 4,456 shares; 2025Q2: 6,373 shares; 2025Q3: 6,629 shares; 2025Q4: 6,514 shares; 2026Q1: 11,743 shares; 2026Q2: 9,612 shares 9,612 $2.29M 0.07% -2,131 Timeline SHAZ SHARONAI HOLDINGS INC More: the full row for SHARONAI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,980 shares 26,980 $2.28M 0.07% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,479 shares; 2024Q4: 24,688 shares; 2025Q1: 22,940 shares; 2025Q2: 21,356 shares; 2025Q3: 21,461 shares; 2025Q4: 21,659 shares; 2026Q1: 23,519 shares; 2026Q2: 23,803 shares 23,803 $2.28M 0.07% +284 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,732 shares; 2024Q4: 17,387 shares; 2025Q1: 16,513 shares; 2025Q2: 17,474 shares; 2025Q3: 18,093 shares; 2025Q4: 18,032 shares; 2026Q1: 18,202 shares; 2026Q2: 21,894 shares 21,894 $2.27M 0.07% +3,692 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,318 shares; 2024Q4: 67,543 shares; 2025Q1: 69,043 shares; 2025Q2: 77,143 shares; 2025Q3: 80,286 shares; 2025Q4: 86,243 shares; 2026Q1: 92,233 shares; 2026Q2: 78,189 shares 78,189 $2.27M 0.07% -14,044 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: 25,024 shares; 2024Q4: 26,327 shares; 2025Q1: 25,371 shares; 2025Q2: 24,916 shares; 2025Q3: 24,900 shares; 2025Q4: 26,272 shares; 2026Q1: 27,985 shares; 2026Q2: 28,659 shares 28,659 $2.26M 0.07% +674 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 42,108 shares; 2026Q2: 49,958 shares 49,958 $2.24M 0.07% +7,850 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: 2,799 shares; 2024Q4: 2,603 shares; 2025Q1: 3,263 shares; 2025Q2: 2,678 shares; 2025Q3: 2,957 shares; 2025Q4: 3,303 shares; 2026Q1: 8,455 shares; 2026Q2: 8,884 shares 8,884 $2.21M 0.07% +429 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: 88,351 shares; 2024Q4: 114,345 shares; 2025Q1: 94,155 shares; 2025Q2: 94,229 shares; 2025Q3: 70,182 shares; 2025Q4: 86,102 shares; 2026Q1: 82,366 shares; 2026Q2: 114,168 shares 114,168 $2.18M 0.07% +31,802 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,666 shares; 2024Q4: 153,559 shares; 2025Q1: 132,576 shares; 2025Q2: 115,546 shares; 2025Q3: 107,916 shares; 2025Q4: 94,495 shares; 2026Q1: 80,786 shares; 2026Q2: 74,707 shares 74,707 $2.17M 0.07% -6,079 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,429 shares; 2025Q4: 9,307 shares; 2026Q1: 9,710 shares; 2026Q2: 9,773 shares 9,773 $2.16M 0.07% +63 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: 2,973 shares; 2024Q4: 2,755 shares; 2025Q1: 2,557 shares; 2025Q2: 2,535 shares; 2025Q3: 2,350 shares; 2025Q4: 2,401 shares; 2026Q1: 2,233 shares; 2026Q2: 2,198 shares 2,198 $2.15M 0.07% -35 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: not reported; 2024Q4: 31,978 shares; 2025Q1: 85,697 shares; 2025Q2: 71,368 shares; 2025Q3: 68,511 shares; 2025Q4: 71,701 shares; 2026Q1: 78,476 shares; 2026Q2: 85,181 shares 85,181 $2.13M 0.07% +6,705 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,451 shares; 2024Q4: 22,443 shares; 2025Q1: 22,993 shares; 2025Q2: 25,133 shares; 2025Q3: 24,798 shares; 2025Q4: 28,120 shares; 2026Q1: 26,851 shares; 2026Q2: 25,796 shares 25,796 $2.13M 0.07% -1,055 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,932 shares; 2024Q4: 8,975 shares; 2025Q1: 8,366 shares; 2025Q2: 8,107 shares; 2025Q3: 8,178 shares; 2025Q4: 5,722 shares; 2026Q1: 4,815 shares; 2026Q2: 7,151 shares 7,151 $2.13M 0.07% +2,336 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,650 shares; 2026Q2: 23,179 shares 23,179 $2.13M 0.07% +3,529 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,666 shares; 2025Q1: 50,396 shares; 2025Q2: 34,587 shares; 2025Q3: 16,008 shares; 2025Q4: 15,096 shares; 2026Q1: 12,017 shares; 2026Q2: 12,476 shares 12,476 $2.12M 0.07% +459 Timeline TDVI 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: 24,575 shares; 2026Q1: 67,099 shares; 2026Q2: 66,454 shares 66,454 $2.11M 0.07% -645 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,669 shares; 2024Q4: 7,455 shares; 2025Q1: 11,241 shares; 2025Q2: 16,197 shares; 2025Q3: 22,447 shares; 2025Q4: 38,511 shares; 2026Q1: 50,788 shares; 2026Q2: 44,057 shares 44,057 $2.08M 0.07% -6,731 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,947 shares; 2025Q1: 31,351 shares; 2025Q2: 42,597 shares; 2025Q3: 47,251 shares; 2025Q4: 56,285 shares; 2026Q1: 55,081 shares; 2026Q2: 55,303 shares 55,303 $2.07M 0.07% +222 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,334 shares; 2024Q4: 14,291 shares; 2025Q1: 22,497 shares; 2025Q2: 26,378 shares; 2025Q3: 30,194 shares; 2025Q4: 35,873 shares; 2026Q1: 40,694 shares; 2026Q2: 39,997 shares 39,997 $2.07M 0.07% -697 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: not reported; 2024Q4: not reported; 2025Q1: 115,269 shares; 2025Q2: 88,417 shares; 2025Q3: 80,379 shares; 2025Q4: 94,569 shares; 2026Q1: 89,196 shares; 2026Q2: 81,921 shares 81,921 $2.05M 0.06% -7,275 Timeline TUA 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: 456,837 shares; 2024Q4: 265,795 shares; 2025Q1: 247,711 shares; 2025Q2: 159,492 shares; 2025Q3: 133,317 shares; 2025Q4: 122,935 shares; 2026Q1: 112,466 shares; 2026Q2: 100,272 shares 100,272 $2.05M 0.06% -12,194 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: 16,800 shares; 2024Q4: 7,076 shares; 2025Q1: 9,245 shares; 2025Q2: 8,712 shares; 2025Q3: 7,531 shares; 2025Q4: 22,937 shares; 2026Q1: 50,940 shares; 2026Q2: 50,071 shares 50,071 $2.04M 0.06% -869 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,585 shares; 2026Q2: 39,615 shares 39,615 $2.03M 0.06% +1,030 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: 12,232 shares; 2024Q4: 12,591 shares; 2025Q1: 6,559 shares; 2025Q2: 6,925 shares; 2025Q3: 7,486 shares; 2025Q4: 9,236 shares; 2026Q1: 12,312 shares; 2026Q2: 11,477 shares 11,477 $2.03M 0.06% -835 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: 44,369 shares; 2024Q4: 36,193 shares; 2025Q1: 28,759 shares; 2025Q2: 30,875 shares; 2025Q3: 31,026 shares; 2025Q4: 31,423 shares; 2026Q1: 31,326 shares; 2026Q2: 33,935 shares 33,935 $2.02M 0.06% +2,609 Timeline PJAN 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: 92,780 shares; 2024Q4: 82,511 shares; 2025Q1: 22,732 shares; 2025Q2: not reported; 2025Q3: 30,321 shares; 2025Q4: 30,571 shares; 2026Q1: 38,128 shares; 2026Q2: 39,908 shares 39,908 $1.98M 0.06% +1,780 Timeline FSMD 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: not reported; 2026Q1: not reported; 2026Q2: 37,294 shares 37,294 $1.97M 0.06% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,816 shares; 2024Q4: 58,301 shares; 2025Q1: 38,616 shares; 2025Q2: 41,581 shares; 2025Q3: 40,740 shares; 2025Q4: 41,076 shares; 2026Q1: 42,794 shares; 2026Q2: 45,089 shares 45,089 $1.95M 0.06% +2,295 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,461 shares; 2024Q4: 17,369 shares; 2025Q1: 16,922 shares; 2025Q2: 16,724 shares; 2025Q3: 16,688 shares; 2025Q4: 18,005 shares; 2026Q1: 17,681 shares; 2026Q2: 34,198 shares 34,198 $1.92M 0.06% +16,517 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,564 shares; 2024Q4: 40,397 shares; 2025Q1: 30,499 shares; 2025Q2: 33,645 shares; 2025Q3: 33,019 shares; 2025Q4: 27,368 shares; 2026Q1: 26,880 shares; 2026Q2: 30,672 shares 30,672 $1.91M 0.06% +3,792 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,031 shares; 2026Q1: 25,195 shares; 2026Q2: 25,430 shares 25,430 $1.91M 0.06% +235 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,239 shares; 2024Q4: 23,520 shares; 2025Q1: 25,241 shares; 2025Q2: 26,330 shares; 2025Q3: 26,074 shares; 2025Q4: 32,943 shares; 2026Q1: 30,989 shares; 2026Q2: 40,420 shares 40,420 $1.9M 0.06% +9,431 Timeline EDIV 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: 35,847 shares; 2024Q4: 36,839 shares; 2025Q1: 38,562 shares; 2025Q2: 40,358 shares; 2025Q3: 41,565 shares; 2025Q4: 42,927 shares; 2026Q1: 43,053 shares; 2026Q2: 46,005 shares 46,005 $1.88M 0.06% +2,952 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: 150,845 shares; 2024Q4: 164,432 shares; 2025Q1: 85,769 shares; 2025Q2: 81,821 shares; 2025Q3: 78,614 shares; 2025Q4: 79,726 shares; 2026Q1: 93,890 shares; 2026Q2: 78,104 shares 78,104 $1.88M 0.06% -15,786 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,092 shares; 2024Q4: 101,424 shares; 2025Q1: 153,041 shares; 2025Q2: 129,992 shares; 2025Q3: 104,089 shares; 2025Q4: 84,862 shares; 2026Q1: 85,661 shares; 2026Q2: 90,218 shares 90,218 $1.87M 0.06% +4,557 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,143 shares; 2024Q4: 17,143 shares; 2025Q1: 19,223 shares; 2025Q2: 16,875 shares; 2025Q3: 16,125 shares; 2025Q4: 35,065 shares; 2026Q1: 15,825 shares; 2026Q2: 15,935 shares 15,935 $1.86M 0.06% +110 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,023 shares; 2025Q3: 40,656 shares; 2025Q4: 34,208 shares; 2026Q1: 80,904 shares; 2026Q2: 80,125 shares 80,125 $1.85M 0.06% -779 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,900 shares; 2026Q1: 35,750 shares; 2026Q2: 60,303 shares 60,303 $1.83M 0.06% +24,553 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,350 shares; 2024Q4: 41,595 shares; 2025Q1: 26,582 shares; 2025Q2: 22,581 shares; 2025Q3: 21,016 shares; 2025Q4: 15,777 shares; 2026Q1: 18,425 shares; 2026Q2: 18,478 shares 18,478 $1.83M 0.06% +53 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,041 shares; 2024Q4: 23,195 shares; 2025Q1: 20,458 shares; 2025Q2: 20,612 shares; 2025Q3: 20,860 shares; 2025Q4: 21,239 shares; 2026Q1: 20,377 shares; 2026Q2: 23,375 shares 23,375 $1.83M 0.06% +2,998 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,623 shares; 2024Q4: 13,649 shares; 2025Q1: 13,057 shares; 2025Q2: 11,138 shares; 2025Q3: 11,545 shares; 2025Q4: 11,475 shares; 2026Q1: 11,095 shares; 2026Q2: 11,674 shares 11,674 $1.82M 0.06% +579 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,307 shares; 2024Q4: 12,730 shares; 2025Q1: 19,403 shares; 2025Q2: 22,986 shares; 2025Q3: 17,289 shares; 2025Q4: 14,177 shares; 2026Q1: 13,340 shares; 2026Q2: 11,635 shares 11,635 $1.82M 0.06% -1,705 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,439 shares; 2024Q4: 36,962 shares; 2025Q1: 31,226 shares; 2025Q2: 37,305 shares; 2025Q3: 39,026 shares; 2025Q4: 39,562 shares; 2026Q1: 40,400 shares; 2026Q2: 36,972 shares 36,972 $1.8M 0.06% -3,428 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,652 shares; 2024Q4: 16,362 shares; 2025Q1: 18,383 shares; 2025Q2: 18,932 shares; 2025Q3: 17,759 shares; 2025Q4: 27,880 shares; 2026Q1: 36,601 shares; 2026Q2: 36,034 shares 36,034 $1.79M 0.06% -567 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,039 shares; 2024Q4: 4,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,687 shares; 2025Q4: 1,769 shares; 2026Q1: 2,063 shares; 2026Q2: 2,136 shares 2,136 $1.79M 0.06% +73 Timeline SPYD 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: 15,848 shares; 2024Q4: 14,851 shares; 2025Q1: 20,360 shares; 2025Q2: 30,582 shares; 2025Q3: 30,701 shares; 2025Q4: 33,173 shares; 2026Q1: 34,813 shares; 2026Q2: 36,808 shares 36,808 $1.76M 0.06% +1,995 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 764 shares 764 $1.74M 0.05% new 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: 23,230 shares; 2024Q4: 37,405 shares; 2025Q1: 45,521 shares; 2025Q2: 11,535 shares; 2025Q3: 17,485 shares; 2025Q4: 23,048 shares; 2026Q1: 24,275 shares; 2026Q2: 34,700 shares 34,700 $1.73M 0.05% +10,425 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: 14,150 shares; 2024Q4: 14,807 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,325 shares; 2026Q1: 21,416 shares; 2026Q2: 22,358 shares 22,358 $1.72M 0.05% +942 Timeline DOGG 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: 34,638 shares; 2026Q1: 81,515 shares; 2026Q2: 80,739 shares 80,739 $1.72M 0.05% -776 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,062 shares; 2024Q4: 2,866 shares; 2025Q1: 2,878 shares; 2025Q2: 2,856 shares; 2025Q3: 2,550 shares; 2025Q4: 2,583 shares; 2026Q1: 2,555 shares; 2026Q2: 2,681 shares 2,681 $1.72M 0.05% +126 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,852 shares; 2026Q2: 14,623 shares 14,623 $1.7M 0.05% +771 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,004 shares; 2026Q2: 126,550 shares 126,550 $1.69M 0.05% -5,454 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,903 shares; 2024Q4: 3,736 shares; 2025Q1: 4,656 shares; 2025Q2: 5,851 shares; 2025Q3: 5,893 shares; 2025Q4: 6,014 shares; 2026Q1: 14,982 shares; 2026Q2: 17,062 shares 17,062 $1.68M 0.05% +2,080 Timeline GHYB 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: not reported; 2026Q1: 36,506 shares; 2026Q2: 37,346 shares 37,346 $1.68M 0.05% +840 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,517 shares; 2024Q4: 4,203 shares; 2025Q1: 5,443 shares; 2025Q2: 5,437 shares; 2025Q3: 6,652 shares; 2025Q4: 5,904 shares; 2026Q1: 12,361 shares; 2026Q2: 16,921 shares 16,921 $1.66M 0.05% +4,560 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,572 shares; 2024Q4: 11,665 shares; 2025Q1: 14,636 shares; 2025Q2: 14,534 shares; 2025Q3: 15,067 shares; 2025Q4: 19,711 shares; 2026Q1: 21,883 shares; 2026Q2: 21,876 shares 21,876 $1.65M 0.05% -7 Timeline QGRW 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: 15,705 shares; 2025Q2: 17,404 shares; 2025Q3: 21,548 shares; 2025Q4: 24,477 shares; 2026Q1: 27,908 shares; 2026Q2: 24,889 shares 24,889 $1.64M 0.05% -3,019 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,242 shares; 2024Q4: 9,656 shares; 2025Q1: 10,145 shares; 2025Q2: 10,844 shares; 2025Q3: 6,797 shares; 2025Q4: 6,021 shares; 2026Q1: 4,653 shares; 2026Q2: 3,792 shares 3,792 $1.64M 0.05% -861 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: not reported; 2025Q4: 10,063 shares; 2026Q1: 8,656 shares; 2026Q2: 8,742 shares 8,742 $1.63M 0.05% +86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,364 shares; 2025Q4: 3,366 shares; 2026Q1: 1,783 shares; 2026Q2: 1,893 shares 1,893 $1.62M 0.05% +110 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,277 shares; 2024Q4: 3,017 shares; 2025Q1: 2,451 shares; 2025Q2: 3,169 shares; 2025Q3: 3,848 shares; 2025Q4: 4,145 shares; 2026Q1: 10,937 shares; 2026Q2: 13,038 shares 13,038 $1.62M 0.05% +2,101 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,218 shares; 2026Q1: 25,353 shares; 2026Q2: 33,196 shares 33,196 $1.61M 0.05% +7,843 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,132 shares; 2025Q1: 34,405 shares; 2025Q2: 22,874 shares; 2025Q3: 24,295 shares; 2025Q4: 26,329 shares; 2026Q1: 24,208 shares; 2026Q2: 28,359 shares 28,359 $1.61M 0.05% +4,151 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,877 shares; 2024Q4: 17,400 shares; 2025Q1: 18,749 shares; 2025Q2: 18,891 shares; 2025Q3: 18,349 shares; 2025Q4: 18,469 shares; 2026Q1: 21,405 shares; 2026Q2: 21,285 shares 21,285 $1.59M 0.05% -120 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,197 shares; 2024Q4: 8,943 shares; 2025Q1: 8,932 shares; 2025Q2: 9,069 shares; 2025Q3: 9,474 shares; 2025Q4: 9,890 shares; 2026Q1: 8,162 shares; 2026Q2: 6,537 shares 6,537 $1.58M 0.05% -1,625 Timeline COLA COLUMBUS ACQUISITION CORP More: the full row for COLUMBUS ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,416 shares 146,416 $1.56M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 4,559 shares; 2025Q4: 4,855 shares; 2026Q1: 5,251 shares; 2026Q2: 5,511 shares 5,511 $1.54M 0.05% +260 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: 7,344 shares; 2024Q4: 8,894 shares; 2025Q1: 6,415 shares; 2025Q2: 6,426 shares; 2025Q3: 6,632 shares; 2025Q4: 6,538 shares; 2026Q1: 10,543 shares; 2026Q2: 6,235 shares 6,235 $1.54M 0.05% -4,308 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,665 shares; 2026Q2: 12,021 shares 12,021 $1.53M 0.05% +356 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,683 shares; 2024Q4: 9,019 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,985 shares; 2025Q4: 9,003 shares; 2026Q1: 9,177 shares; 2026Q2: 9,262 shares 9,262 $1.52M 0.05% +85 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,975 shares; 2026Q2: 24,801 shares 24,801 $1.52M 0.05% -174 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,948 shares; 2026Q2: 42,954 shares 42,954 $1.5M 0.05% +7,006 Timeline GSSC 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: 17,691 shares; 2024Q4: 13,462 shares; 2025Q1: 14,518 shares; 2025Q2: 15,486 shares; 2025Q3: 15,531 shares; 2025Q4: 15,893 shares; 2026Q1: 16,267 shares; 2026Q2: 16,421 shares 16,421 $1.5M 0.05% +154 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 2,447 shares; 2026Q1: 3,300 shares; 2026Q2: 2,339 shares 2,339 $1.49M 0.05% -961 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,069 shares; 2025Q1: not reported; 2025Q2: 1,079 shares; 2025Q3: 1,120 shares; 2025Q4: 1,129 shares; 2026Q1: 6,961 shares; 2026Q2: 6,042 shares 6,042 $1.49M 0.05% -919 Timeline QGRO 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: 10,220 shares; 2026Q2: 12,524 shares 12,524 $1.48M 0.05% +2,304 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,905 shares; 2024Q4: 21,574 shares; 2025Q1: 56,080 shares; 2025Q2: 69,447 shares; 2025Q3: 33,617 shares; 2025Q4: 30,484 shares; 2026Q1: 36,530 shares; 2026Q2: 32,328 shares 32,328 $1.48M 0.05% -4,202 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,861 shares; 2024Q4: 9,628 shares; 2025Q1: 8,652 shares; 2025Q2: 9,061 shares; 2025Q3: 8,834 shares; 2025Q4: 8,910 shares; 2026Q1: 9,581 shares; 2026Q2: 9,673 shares 9,673 $1.47M 0.05% +92 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: 21,439 shares; 2024Q4: 21,840 shares; 2025Q1: 22,924 shares; 2025Q2: 24,158 shares; 2025Q3: 25,540 shares; 2025Q4: 24,992 shares; 2026Q1: 24,944 shares; 2026Q2: 25,905 shares 25,905 $1.46M 0.05% +961 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 338 shares; 2025Q4: 392 shares; 2026Q1: 612 shares; 2026Q2: 736 shares 736 $1.46M 0.05% +124 Timeline SPHQ 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: 35,928 shares; 2024Q4: 23,403 shares; 2025Q1: 23,424 shares; 2025Q2: 23,208 shares; 2025Q3: 22,328 shares; 2025Q4: 18,451 shares; 2026Q1: 16,360 shares; 2026Q2: 16,040 shares 16,040 $1.45M 0.05% -320 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,387 shares; 2024Q4: 48,462 shares; 2025Q1: 45,519 shares; 2025Q2: 45,885 shares; 2025Q3: 44,651 shares; 2025Q4: 42,655 shares; 2026Q1: 29,893 shares; 2026Q2: 29,152 shares 29,152 $1.44M 0.05% -741 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,344 shares; 2025Q1: 1,310 shares; 2025Q2: 1,219 shares; 2025Q3: 1,242 shares; 2025Q4: 1,173 shares; 2026Q1: 1,916 shares; 2026Q2: 1,998 shares 1,998 $1.43M 0.05% +82 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,047 shares; 2024Q4: 4,165 shares; 2025Q1: 4,147 shares; 2025Q2: 4,200 shares; 2025Q3: 4,706 shares; 2025Q4: 4,140 shares; 2026Q1: 3,837 shares; 2026Q2: 3,987 shares 3,987 $1.41M 0.04% +150 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,167 shares; 2024Q4: 6,977 shares; 2025Q1: 7,062 shares; 2025Q2: 7,057 shares; 2025Q3: 7,533 shares; 2025Q4: 8,799 shares; 2026Q1: 7,484 shares; 2026Q2: 8,936 shares 8,936 $1.4M 0.04% +1,452 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,563 shares; 2025Q1: 8,422 shares; 2025Q2: 8,325 shares; 2025Q3: 8,822 shares; 2025Q4: 9,364 shares; 2026Q1: 8,096 shares; 2026Q2: 7,790 shares 7,790 $1.4M 0.04% -306 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,570 shares; 2025Q3: 6,070 shares; 2025Q4: 11,095 shares; 2026Q1: 14,067 shares; 2026Q2: 14,385 shares 14,385 $1.39M 0.04% +318 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: 61,913 shares; 2024Q4: 15,712 shares; 2025Q1: 14,592 shares; 2025Q2: 16,765 shares; 2025Q3: 16,732 shares; 2025Q4: 19,686 shares; 2026Q1: 18,015 shares; 2026Q2: 16,404 shares 16,404 $1.36M 0.04% -1,611 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,403 shares; 2026Q2: 14,301 shares 14,301 $1.35M 0.04% -102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,338 shares; 2026Q1: 7,946 shares; 2026Q2: 17,777 shares 17,777 $1.35M 0.04% +9,831 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,775 shares; 2026Q2: 20,553 shares 20,553 $1.35M 0.04% -222 Timeline IGLD 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: 27,413 shares; 2026Q1: 65,229 shares; 2026Q2: 63,849 shares 63,849 $1.34M 0.04% -1,380 Timeline AIQ 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: 9,960 shares; 2025Q1: 22,397 shares; 2025Q2: 24,905 shares; 2025Q3: 29,677 shares; 2025Q4: 33,966 shares; 2026Q1: 21,592 shares; 2026Q2: 20,393 shares 20,393 $1.34M 0.04% -1,199 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 24,692 shares; 2026Q2: 35,761 shares 35,761 $1.33M 0.04% +11,069 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,301 shares; 2024Q4: 4,478 shares; 2025Q1: 4,671 shares; 2025Q2: 4,528 shares; 2025Q3: 4,480 shares; 2025Q4: 4,290 shares; 2026Q1: 4,808 shares; 2026Q2: 5,493 shares 5,493 $1.33M 0.04% +685 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,123 shares; 2024Q4: 6,247 shares; 2025Q1: 5,137 shares; 2025Q2: 6,062 shares; 2025Q3: 10,694 shares; 2025Q4: 11,830 shares; 2026Q1: 13,902 shares; 2026Q2: 14,316 shares 14,316 $1.32M 0.04% +414 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: 11,556 shares; 2024Q4: 14,257 shares; 2025Q1: 11,229 shares; 2025Q2: 12,370 shares; 2025Q3: 14,294 shares; 2025Q4: 13,497 shares; 2026Q1: 16,381 shares; 2026Q2: 16,107 shares 16,107 $1.3M 0.04% -274 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,982 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 4,802 shares; 2025Q4: 5,702 shares; 2026Q1: 6,824 shares; 2026Q2: 6,739 shares 6,739 $1.3M 0.04% -85 Timeline FIXD 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: 209,769 shares; 2024Q4: 64,035 shares; 2025Q1: 47,715 shares; 2025Q2: 36,560 shares; 2025Q3: 34,803 shares; 2025Q4: 34,221 shares; 2026Q1: 31,393 shares; 2026Q2: 29,540 shares 29,540 $1.29M 0.04% -1,853 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,775 shares; 2024Q4: 27,405 shares; 2025Q1: 15,506 shares; 2025Q2: 12,031 shares; 2025Q3: 11,461 shares; 2025Q4: 11,284 shares; 2026Q1: 7,227 shares; 2026Q2: 13,448 shares 13,448 $1.29M 0.04% +6,221 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,904 shares; 2024Q4: 3,615 shares; 2025Q1: 8,276 shares; 2025Q2: 8,319 shares; 2025Q3: 9,620 shares; 2025Q4: 9,786 shares; 2026Q1: 5,578 shares; 2026Q2: 10,002 shares 10,002 $1.26M 0.04% +4,424 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,221 shares; 2024Q4: 3,319 shares; 2025Q1: 2,971 shares; 2025Q2: 3,182 shares; 2025Q3: 3,658 shares; 2025Q4: 3,325 shares; 2026Q1: 3,573 shares; 2026Q2: 3,518 shares 3,518 $1.25M 0.04% -55 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,103 shares; 2024Q4: 4,779 shares; 2025Q1: 6,437 shares; 2025Q2: 6,863 shares; 2025Q3: 6,601 shares; 2025Q4: 6,145 shares; 2026Q1: 5,944 shares; 2026Q2: 5,645 shares 5,645 $1.24M 0.04% -299 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: 6,012 shares; 2024Q4: 5,999 shares; 2025Q1: 6,864 shares; 2025Q2: 8,643 shares; 2025Q3: 8,776 shares; 2025Q4: 7,648 shares; 2026Q1: 6,448 shares; 2026Q2: 6,578 shares 6,578 $1.24M 0.04% +130 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,334 shares; 2024Q4: 35,892 shares; 2025Q1: 37,838 shares; 2025Q2: 11,981 shares; 2025Q3: 12,418 shares; 2025Q4: 17,989 shares; 2026Q1: 19,410 shares; 2026Q2: 20,878 shares 20,878 $1.23M 0.04% +1,468 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,270 shares; 2024Q4: 14,730 shares; 2025Q1: 15,274 shares; 2025Q2: 14,260 shares; 2025Q3: 14,939 shares; 2025Q4: 19,544 shares; 2026Q1: 18,860 shares; 2026Q2: 18,957 shares 18,957 $1.23M 0.04% +97 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,159 shares; 2024Q4: 2,177 shares; 2025Q1: 2,646 shares; 2025Q2: 6,135 shares; 2025Q3: 7,533 shares; 2025Q4: 7,711 shares; 2026Q1: 8,271 shares; 2026Q2: 8,110 shares 8,110 $1.23M 0.04% -161 Timeline DIVB 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: 6,681 shares; 2025Q2: 13,332 shares; 2025Q3: 13,631 shares; 2025Q4: 15,667 shares; 2026Q1: 18,128 shares; 2026Q2: 19,921 shares 19,921 $1.23M 0.04% +1,793 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,524 shares; 2025Q1: 15,806 shares; 2025Q2: 29,139 shares; 2025Q3: 31,910 shares; 2025Q4: 39,127 shares; 2026Q1: 37,424 shares; 2026Q2: 36,709 shares 36,709 $1.22M 0.04% -715 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,669 shares; 2024Q4: 5,871 shares; 2025Q1: 5,352 shares; 2025Q2: 4,537 shares; 2025Q3: 5,303 shares; 2025Q4: 6,011 shares; 2026Q1: 12,317 shares; 2026Q2: 12,109 shares 12,109 $1.22M 0.04% -208 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: 7,195 shares; 2024Q4: 8,412 shares; 2025Q1: 12,671 shares; 2025Q2: 15,766 shares; 2025Q3: 15,911 shares; 2025Q4: 19,136 shares; 2026Q1: 13,021 shares; 2026Q2: 23,273 shares 23,273 $1.22M 0.04% +10,252 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,462 shares; 2024Q4: 5,044 shares; 2025Q1: 6,464 shares; 2025Q2: 3,570 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,039 shares; 2026Q2: 6,020 shares 6,020 $1.21M 0.04% +2,981 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,805 shares; 2025Q1: 14,480 shares; 2025Q2: 13,891 shares; 2025Q3: 13,508 shares; 2025Q4: 13,724 shares; 2026Q1: 13,129 shares; 2026Q2: 13,123 shares 13,123 $1.2M 0.04% -6 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,479 shares; 2024Q4: 5,048 shares; 2025Q1: 5,420 shares; 2025Q2: 5,774 shares; 2025Q3: 5,931 shares; 2025Q4: 5,467 shares; 2026Q1: 4,169 shares; 2026Q2: 5,286 shares 5,286 $1.18M 0.04% +1,117 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,930 shares; 2026Q1: 28,630 shares; 2026Q2: 28,230 shares 28,230 $1.18M 0.04% -400 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,179 shares; 2024Q4: 9,047 shares; 2025Q1: 4,403 shares; 2025Q2: 4,738 shares; 2025Q3: 2,640 shares; 2025Q4: 2,606 shares; 2026Q1: 2,453 shares; 2026Q2: 3,174 shares 3,174 $1.16M 0.04% +721 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,349 shares; 2024Q4: 26,168 shares; 2025Q1: 21,458 shares; 2025Q2: 21,729 shares; 2025Q3: 22,141 shares; 2025Q4: 23,291 shares; 2026Q1: 23,694 shares; 2026Q2: 24,351 shares 24,351 $1.16M 0.04% +657 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,436 shares; 2024Q4: 19,699 shares; 2025Q1: 33,363 shares; 2025Q2: 18,425 shares; 2025Q3: 18,458 shares; 2025Q4: 18,904 shares; 2026Q1: 19,781 shares; 2026Q2: 31,449 shares 31,449 $1.16M 0.04% +11,668 Timeline DVA DAVITA INC More: the full row for DAVITA 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: 5,043 shares; 2026Q2: 5,163 shares 5,163 $1.15M 0.04% +120 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,068 shares; 2024Q4: 4,887 shares; 2025Q1: 5,014 shares; 2025Q2: 5,152 shares; 2025Q3: 5,293 shares; 2025Q4: 5,120 shares; 2026Q1: 5,066 shares; 2026Q2: 7,991 shares 7,991 $1.14M 0.04% +2,925 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,894 shares; 2026Q2: 22,415 shares 22,415 $1.14M 0.04% +17,521 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,095 shares; 2024Q4: 37,760 shares; 2025Q1: 53,882 shares; 2025Q2: 39,060 shares; 2025Q3: 24,494 shares; 2025Q4: 17,071 shares; 2026Q1: 17,187 shares; 2026Q2: 20,182 shares 20,182 $1.14M 0.04% +2,995 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,656 shares; 2024Q4: 8,509 shares; 2025Q1: 12,894 shares; 2025Q2: 11,156 shares; 2025Q3: 12,431 shares; 2025Q4: 17,221 shares; 2026Q1: 24,519 shares; 2026Q2: 25,528 shares 25,528 $1.14M 0.04% +1,009 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 193,049 shares 193,049 $1.12M 0.04% new 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: not reported; 2024Q4: 28,971 shares; 2025Q1: 26,125 shares; 2025Q2: 19,065 shares; 2025Q3: 21,209 shares; 2025Q4: 17,859 shares; 2026Q1: 17,859 shares; 2026Q2: 13,659 shares 13,659 $1.11M 0.04% -4,200 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: 5,254 shares; 2024Q4: 5,256 shares; 2025Q1: 5,187 shares; 2025Q2: 5,187 shares; 2025Q3: 5,469 shares; 2025Q4: 5,299 shares; 2026Q1: 5,721 shares; 2026Q2: 6,813 shares 6,813 $1.11M 0.04% +1,092 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,859 shares; 2025Q1: 7,859 shares; 2025Q2: 7,884 shares; 2025Q3: 16,694 shares; 2025Q4: 16,605 shares; 2026Q1: 16,595 shares; 2026Q2: 16,564 shares 16,564 $1.1M 0.03% -31 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: not reported; 2024Q4: not reported; 2025Q1: 6,418 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,852 shares; 2026Q1: 21,594 shares; 2026Q2: 22,114 shares 22,114 $1.1M 0.03% +520 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,652 shares; 2024Q4: 61,611 shares; 2025Q1: 52,790 shares; 2025Q2: 38,758 shares; 2025Q3: 29,073 shares; 2025Q4: 24,603 shares; 2026Q1: 22,036 shares; 2026Q2: 16,765 shares 16,765 $1.09M 0.03% -5,271 Timeline BCAR D. BORAL ARC ACQ I CORP. More: the full row for D. BORAL ARC ACQ I CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103,995 shares 103,995 $1.08M 0.03% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,304 shares; 2024Q4: 17,336 shares; 2025Q1: 25,858 shares; 2025Q2: 33,542 shares; 2025Q3: 37,731 shares; 2025Q4: 42,289 shares; 2026Q1: 44,360 shares; 2026Q2: 47,418 shares 47,418 $1.08M 0.03% +3,058 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,092 shares; 2026Q2: 23,510 shares 23,510 $1.08M 0.03% -582 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,259 shares 6,259 $1.07M 0.03% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,527 shares; 2024Q4: 16,819 shares; 2025Q1: 17,063 shares; 2025Q2: 27,142 shares; 2025Q3: 25,165 shares; 2025Q4: 23,922 shares; 2026Q1: 23,994 shares; 2026Q2: 22,232 shares 22,232 $1.07M 0.03% -1,762 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: 5,651 shares; 2024Q4: 5,155 shares; 2025Q1: 4,938 shares; 2025Q2: 4,953 shares; 2025Q3: 5,318 shares; 2025Q4: 5,455 shares; 2026Q1: 5,960 shares; 2026Q2: 5,891 shares 5,891 $1.06M 0.03% -69 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,768 shares; 2024Q4: 9,995 shares; 2025Q1: 1,924 shares; 2025Q2: 1,942 shares; 2025Q3: 2,076 shares; 2025Q4: 2,077 shares; 2026Q1: 2,169 shares; 2026Q2: 2,473 shares 2,473 $1.05M 0.03% +304 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,898 shares; 2024Q4: 5,029 shares; 2025Q1: 10,090 shares; 2025Q2: 10,957 shares; 2025Q3: 10,859 shares; 2025Q4: 12,805 shares; 2026Q1: 14,544 shares; 2026Q2: 17,802 shares 17,802 $1.05M 0.03% +3,258 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 1,502 shares; 2025Q1: 1,937 shares; 2025Q2: 1,962 shares; 2025Q3: 1,784 shares; 2025Q4: 2,584 shares; 2026Q1: 2,641 shares; 2026Q2: 2,658 shares 2,658 $1.05M 0.03% +17 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,686 shares; 2024Q4: 12,686 shares; 2025Q1: 12,646 shares; 2025Q2: 12,746 shares; 2025Q3: 13,169 shares; 2025Q4: 13,169 shares; 2026Q1: 13,628 shares; 2026Q2: 13,529 shares 13,529 $1.03M 0.03% -99 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,538 shares; 2024Q4: 36,223 shares; 2025Q1: 36,232 shares; 2025Q2: 21,161 shares; 2025Q3: 18,682 shares; 2025Q4: 18,683 shares; 2026Q1: 18,774 shares; 2026Q2: 18,750 shares 18,750 $1.01M 0.03% -24 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811 shares; 2024Q4: 2,009 shares; 2025Q1: 2,099 shares; 2025Q2: 2,372 shares; 2025Q3: 2,410 shares; 2025Q4: 2,452 shares; 2026Q1: 2,760 shares; 2026Q2: 3,215 shares 3,215 $1.01M 0.03% +455 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: 19,524 shares; 2024Q4: 34,020 shares; 2025Q1: 18,366 shares; 2025Q2: 14,470 shares; 2025Q3: 12,438 shares; 2025Q4: 5,966 shares; 2026Q1: 5,896 shares; 2026Q2: 6,249 shares 6,249 $1.01M 0.03% +353 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,281 shares; 2024Q4: 4,083 shares; 2025Q1: 4,404 shares; 2025Q2: not reported; 2025Q3: 7,170 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,657 shares 15,657 $1.01M 0.03% new 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: 1,721 shares; 2024Q4: 1,777 shares; 2025Q1: 1,799 shares; 2025Q2: 10,045 shares; 2025Q3: 12,441 shares; 2025Q4: 10,587 shares; 2026Q1: 4,138 shares; 2026Q2: 4,973 shares 4,973 $998K 0.03% +835 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,537 shares; 2024Q4: 95,583 shares; 2025Q1: 107,174 shares; 2025Q2: 126,097 shares; 2025Q3: 131,358 shares; 2025Q4: 128,302 shares; 2026Q1: 19,227 shares; 2026Q2: 18,845 shares 18,845 $997K 0.03% -382 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,881 shares; 2024Q4: 14,358 shares; 2025Q1: 14,396 shares; 2025Q2: 13,220 shares; 2025Q3: 11,609 shares; 2025Q4: 11,268 shares; 2026Q1: 12,349 shares; 2026Q2: 12,429 shares 12,429 $994K 0.03% +80 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,058 shares; 2024Q4: 8,074 shares; 2025Q1: 9,025 shares; 2025Q2: 9,599 shares; 2025Q3: 8,536 shares; 2025Q4: 4,341 shares; 2026Q1: 3,734 shares; 2026Q2: 3,922 shares 3,922 $989K 0.03% +188 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES 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: 15,689 shares; 2026Q2: 19,358 shares 19,358 $983K 0.03% +3,669 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,669 shares; 2026Q1: 22,412 shares; 2026Q2: 18,605 shares 18,605 $981K 0.03% -3,807 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,651 shares; 2025Q1: 15,519 shares; 2025Q2: 21,290 shares; 2025Q3: 24,467 shares; 2025Q4: 29,476 shares; 2026Q1: 31,030 shares; 2026Q2: 31,185 shares 31,185 $979K 0.03% +155 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,926 shares; 2024Q4: 15,639 shares; 2025Q1: 13,925 shares; 2025Q2: 13,494 shares; 2025Q3: 16,055 shares; 2025Q4: 22,705 shares; 2026Q1: 20,499 shares; 2026Q2: 18,305 shares 18,305 $979K 0.03% -2,194 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,662 shares; 2024Q4: 20,483 shares; 2025Q1: 15,918 shares; 2025Q2: 15,633 shares; 2025Q3: 11,631 shares; 2025Q4: 12,260 shares; 2026Q1: 12,325 shares; 2026Q2: 12,902 shares 12,902 $973K 0.03% +577 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,878 shares; 2026Q1: 16,724 shares; 2026Q2: 17,331 shares 17,331 $972K 0.03% +607 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,661 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,661 shares; 2026Q2: 1,668 shares 1,668 $963K 0.03% +7 Timeline FDRR 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: 15,788 shares; 2024Q4: 16,502 shares; 2025Q1: 14,660 shares; 2025Q2: 14,660 shares; 2025Q3: 14,601 shares; 2025Q4: 14,601 shares; 2026Q1: 14,601 shares; 2026Q2: 14,802 shares 14,802 $960K 0.03% +201 Timeline ISPY PROSHARES TR More: the full row for PROSHARES 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: 15,808 shares; 2026Q2: 19,896 shares 19,896 $959K 0.03% +4,088 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,151 shares 3,151 $954K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,421 shares; 2024Q4: 11,653 shares; 2025Q1: 11,335 shares; 2025Q2: 11,584 shares; 2025Q3: 12,112 shares; 2025Q4: 12,364 shares; 2026Q1: 12,627 shares; 2026Q2: 13,250 shares 13,250 $953K 0.03% +623 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,840 shares; 2024Q4: 21,937 shares; 2025Q1: 18,766 shares; 2025Q2: 11,774 shares; 2025Q3: 8,697 shares; 2025Q4: 7,785 shares; 2026Q1: 7,201 shares; 2026Q2: 19,115 shares 19,115 $934K 0.03% +11,914 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: 4,327 shares; 2024Q4: 13,730 shares; 2025Q1: 11,617 shares; 2025Q2: 11,876 shares; 2025Q3: 11,812 shares; 2025Q4: 12,421 shares; 2026Q1: 9,137 shares; 2026Q2: 9,067 shares 9,067 $927K 0.03% -70 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 1,728 shares; 2026Q2: 1,826 shares 1,826 $923K 0.03% +98 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,530 shares; 2025Q1: 48,772 shares; 2025Q2: 25,683 shares; 2025Q3: 23,259 shares; 2025Q4: 23,452 shares; 2026Q1: 16,029 shares; 2026Q2: 13,656 shares 13,656 $920K 0.03% -2,373 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: 6,230 shares; 2024Q4: 6,012 shares; 2025Q1: 6,051 shares; 2025Q2: 6,090 shares; 2025Q3: 5,966 shares; 2025Q4: 5,941 shares; 2026Q1: 7,081 shares; 2026Q2: 7,787 shares 7,787 $916K 0.03% +706 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,549 shares; 2024Q4: 178,839 shares; 2025Q1: 193,504 shares; 2025Q2: 188,384 shares; 2025Q3: 231,379 shares; 2025Q4: 159,679 shares; 2026Q1: 159,727 shares; 2026Q2: 149,202 shares 149,202 $916K 0.03% -10,525 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: 26,046 shares; 2024Q4: 23,072 shares; 2025Q1: 10,008 shares; 2025Q2: 9,911 shares; 2025Q3: 9,343 shares; 2025Q4: 9,306 shares; 2026Q1: 8,603 shares; 2026Q2: 7,953 shares 7,953 $914K 0.03% -650 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,509 shares; 2025Q1: 12,647 shares; 2025Q2: 14,597 shares; 2025Q3: 15,534 shares; 2025Q4: 15,260 shares; 2026Q1: 14,198 shares; 2026Q2: 13,376 shares 13,376 $913K 0.03% -822 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: 1,121 shares; 2026Q1: 1,103 shares; 2026Q2: 945 shares 945 $912K 0.03% -158 Timeline EVMO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,668 shares; 2026Q1: 18,900 shares; 2026Q2: 18,021 shares 18,021 $901K 0.03% -879 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 12,876 shares; 2026Q1: 18,923 shares; 2026Q2: 19,638 shares 19,638 $897K 0.03% +715 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,079 shares; 2025Q4: 5,219 shares; 2026Q1: 9,409 shares; 2026Q2: 10,453 shares 10,453 $894K 0.03% +1,044 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: 16,215 shares; 2024Q4: 14,002 shares; 2025Q1: 12,492 shares; 2025Q2: 13,238 shares; 2025Q3: 11,351 shares; 2025Q4: 9,551 shares; 2026Q1: 9,614 shares; 2026Q2: 8,620 shares 8,620 $881K 0.03% -994 Timeline FDVV 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: 43,047 shares; 2024Q4: 28,503 shares; 2025Q1: 23,052 shares; 2025Q2: 21,601 shares; 2025Q3: 19,706 shares; 2025Q4: 19,187 shares; 2026Q1: 15,070 shares; 2026Q2: 14,596 shares 14,596 $880K 0.03% -474 Timeline FDN 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: 10,645 shares; 2024Q4: 7,493 shares; 2025Q1: 24,950 shares; 2025Q2: 13,495 shares; 2025Q3: 13,252 shares; 2025Q4: 11,049 shares; 2026Q1: 3,699 shares; 2026Q2: 3,320 shares 3,320 $879K 0.03% -379 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,384 shares; 2026Q1: 18,164 shares; 2026Q2: 21,300 shares 21,300 $875K 0.03% +3,136 Timeline VNQ 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: 9,718 shares; 2024Q4: 9,323 shares; 2025Q1: 8,804 shares; 2025Q2: 8,569 shares; 2025Q3: 8,687 shares; 2025Q4: 7,617 shares; 2026Q1: 7,564 shares; 2026Q2: 9,031 shares 9,031 $871K 0.03% +1,467 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: 7,168 shares; 2024Q4: 7,817 shares; 2025Q1: 7,624 shares; 2025Q2: 8,201 shares; 2025Q3: 7,429 shares; 2025Q4: 6,629 shares; 2026Q1: 7,473 shares; 2026Q2: 9,997 shares 9,997 $869K 0.03% +2,524 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,429 shares; 2025Q2: 4,464 shares; 2025Q3: 9,087 shares; 2025Q4: 10,156 shares; 2026Q1: 7,682 shares; 2026Q2: 17,006 shares 17,006 $867K 0.03% +9,324 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,014 shares; 2025Q2: 22,246 shares; 2025Q3: 22,531 shares; 2025Q4: 25,240 shares; 2026Q1: 25,947 shares; 2026Q2: 25,560 shares 25,560 $865K 0.03% -387 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: 14,556 shares; 2024Q4: 12,825 shares; 2025Q1: 11,382 shares; 2025Q2: 25,488 shares; 2025Q3: 19,755 shares; 2025Q4: 17,425 shares; 2026Q1: 6,131 shares; 2026Q2: 8,347 shares 8,347 $864K 0.03% +2,216 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,750 shares; 2024Q4: 11,074 shares; 2025Q1: 10,808 shares; 2025Q2: 10,565 shares; 2025Q3: 10,534 shares; 2025Q4: 8,918 shares; 2026Q1: 8,833 shares; 2026Q2: 9,122 shares 9,122 $863K 0.03% +289 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,523 shares; 2026Q2: 12,717 shares 12,717 $856K 0.03% +194 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,528 shares; 2024Q4: 3,722 shares; 2025Q1: 3,646 shares; 2025Q2: 3,700 shares; 2025Q3: 3,761 shares; 2025Q4: 3,755 shares; 2026Q1: 3,756 shares; 2026Q2: 3,856 shares 3,856 $853K 0.03% +100 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,404 shares 40,404 $851K 0.03% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,062 shares; 2024Q4: 22,191 shares; 2025Q1: 43,024 shares; 2025Q2: 31,266 shares; 2025Q3: 28,616 shares; 2025Q4: 31,153 shares; 2026Q1: 29,824 shares; 2026Q2: 33,687 shares 33,687 $848K 0.03% +3,863 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: 45,823 shares; 2024Q4: 47,292 shares; 2025Q1: 38,904 shares; 2025Q2: 40,568 shares; 2025Q3: 39,021 shares; 2025Q4: 36,024 shares; 2026Q1: 38,620 shares; 2026Q2: 34,793 shares 34,793 $846K 0.03% -3,827 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: not reported; 2024Q4: 4,924 shares; 2025Q1: 9,563 shares; 2025Q2: 10,647 shares; 2025Q3: 22,705 shares; 2025Q4: 23,930 shares; 2026Q1: 18,334 shares; 2026Q2: 18,108 shares 18,108 $844K 0.03% -226 Timeline PSCT 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: 5,833 shares; 2024Q4: 8,681 shares; 2025Q1: 7,501 shares; 2025Q2: 5,383 shares; 2025Q3: 5,993 shares; 2025Q4: 3,583 shares; 2026Q1: 8,793 shares; 2026Q2: 9,107 shares 9,107 $842K 0.03% +314 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,718 shares; 2024Q4: 9,574 shares; 2025Q1: 12,124 shares; 2025Q2: 19,575 shares; 2025Q3: 21,246 shares; 2025Q4: 23,393 shares; 2026Q1: 25,184 shares; 2026Q2: 12,624 shares 12,624 $839K 0.03% -12,560 Timeline DUSA 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: 47,366 shares; 2024Q4: 39,789 shares; 2025Q1: 28,007 shares; 2025Q2: 25,791 shares; 2025Q3: 25,192 shares; 2025Q4: 25,463 shares; 2026Q1: 16,943 shares; 2026Q2: 14,749 shares 14,749 $829K 0.03% -2,194 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: 69,577 shares; 2024Q4: 63,500 shares; 2025Q1: 56,409 shares; 2025Q2: 56,500 shares; 2025Q3: 56,586 shares; 2025Q4: 56,674 shares; 2026Q1: 56,772 shares; 2026Q2: 56,870 shares 56,870 $827K 0.03% +98 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,574 shares; 2024Q4: 6,455 shares; 2025Q1: 6,858 shares; 2025Q2: 9,246 shares; 2025Q3: 9,413 shares; 2025Q4: 8,902 shares; 2026Q1: 7,482 shares; 2026Q2: 7,504 shares 7,504 $827K 0.03% +22 Timeline SPHD 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: 15,782 shares; 2024Q4: 15,532 shares; 2025Q1: 15,201 shares; 2025Q2: 15,002 shares; 2025Q3: 15,079 shares; 2025Q4: 15,999 shares; 2026Q1: 16,132 shares; 2026Q2: 16,186 shares 16,186 $823K 0.03% +54 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,649 shares; 2026Q2: 51,649 shares 51,649 $820K 0.03% -6,000 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: not reported; 2024Q4: not reported; 2025Q1: 12,883 shares; 2025Q2: 21,541 shares; 2025Q3: 21,420 shares; 2025Q4: 22,606 shares; 2026Q1: 23,706 shares; 2026Q2: 25,430 shares 25,430 $814K 0.03% +1,724 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,905 shares 1,905 $812K 0.03% new 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: 6,555 shares; 2024Q4: 4,835 shares; 2025Q1: 4,545 shares; 2025Q2: 5,200 shares; 2025Q3: 6,462 shares; 2025Q4: 1,979 shares; 2026Q1: 1,949 shares; 2026Q2: 2,417 shares 2,417 $809K 0.03% +468 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,849 shares; 2024Q4: 2,659 shares; 2025Q1: 3,938 shares; 2025Q2: 3,804 shares; 2025Q3: 3,853 shares; 2025Q4: 2,138 shares; 2026Q1: 2,417 shares; 2026Q2: 3,616 shares 3,616 $806K 0.03% +1,199 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,577 shares; 2024Q4: 17,082 shares; 2025Q1: 16,847 shares; 2025Q2: 16,881 shares; 2025Q3: 16,914 shares; 2025Q4: 16,481 shares; 2026Q1: 16,197 shares; 2026Q2: 16,123 shares 16,123 $803K 0.03% -74 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 3,074 shares; 2025Q1: 3,161 shares; 2025Q2: 3,323 shares; 2025Q3: 3,367 shares; 2025Q4: 2,796 shares; 2026Q1: 2,511 shares; 2026Q2: 2,739 shares 2,739 $796K 0.03% +228 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: 5,108 shares; 2024Q4: 29,470 shares; 2025Q1: 5,778 shares; 2025Q2: 5,964 shares; 2025Q3: 5,680 shares; 2025Q4: 6,508 shares; 2026Q1: 7,982 shares; 2026Q2: 8,041 shares 8,041 $790K 0.02% +59 Timeline FREL 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: 10,693 shares; 2025Q4: 18,925 shares; 2026Q1: 25,160 shares; 2026Q2: 26,960 shares 26,960 $790K 0.02% +1,800 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,882 shares; 2024Q4: 3,510 shares; 2025Q1: 6,732 shares; 2025Q2: 6,968 shares; 2025Q3: 7,451 shares; 2025Q4: 4,314 shares; 2026Q1: 4,215 shares; 2026Q2: 4,146 shares 4,146 $790K 0.02% -69 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,000 shares; 2025Q3: 90,960 shares; 2025Q4: 30,635 shares; 2026Q1: 46,845 shares; 2026Q2: 32,141 shares 32,141 $787K 0.02% -14,704 Timeline RING 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: 12,410 shares; 2026Q2: 12,155 shares 12,155 $785K 0.02% -255 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,107 shares; 2024Q4: 28,855 shares; 2025Q1: 33,644 shares; 2025Q2: 30,793 shares; 2025Q3: 32,918 shares; 2025Q4: 34,656 shares; 2026Q1: 10,847 shares; 2026Q2: 11,584 shares 11,584 $782K 0.02% +737 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: 57,468 shares; 2024Q4: 60,742 shares; 2025Q1: 59,009 shares; 2025Q2: 50,028 shares; 2025Q3: 55,806 shares; 2025Q4: 68,946 shares; 2026Q1: 18,120 shares; 2026Q2: 17,457 shares 17,457 $781K 0.02% -663 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,709 shares; 2024Q4: 9,329 shares; 2025Q1: 6,577 shares; 2025Q2: 17,850 shares; 2025Q3: 17,930 shares; 2025Q4: 16,909 shares; 2026Q1: 8,291 shares; 2026Q2: 7,676 shares 7,676 $777K 0.02% -615 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 5,519 shares; 2025Q2: 6,066 shares; 2025Q3: 6,137 shares; 2025Q4: 6,201 shares; 2026Q1: 7,325 shares; 2026Q2: 7,504 shares 7,504 $775K 0.02% +179 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,751 shares; 2025Q3: 12,954 shares; 2025Q4: 15,561 shares; 2026Q1: 19,618 shares; 2026Q2: 17,950 shares 17,950 $774K 0.02% -1,668 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,655 shares; 2025Q1: 1,641 shares; 2025Q2: 1,638 shares; 2025Q3: 1,684 shares; 2025Q4: 1,826 shares; 2026Q1: 1,842 shares; 2026Q2: 2,845 shares 2,845 $769K 0.02% +1,003 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,473 shares; 2025Q3: 1,937 shares; 2025Q4: 2,447 shares; 2026Q1: 3,797 shares; 2026Q2: 4,150 shares 4,150 $768K 0.02% +353 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: 239 shares; 2025Q1: 189 shares; 2025Q2: 184 shares; 2025Q3: 178 shares; 2025Q4: 174 shares; 2026Q1: 213 shares; 2026Q2: 445 shares 445 $755K 0.02% +232 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,679 shares; 2026Q2: 36,268 shares 36,268 $750K 0.02% +3,589 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: 1,210 shares; 2024Q4: 2,190 shares; 2025Q1: 2,227 shares; 2025Q2: 2,114 shares; 2025Q3: 2,148 shares; 2025Q4: 2,263 shares; 2026Q1: 2,279 shares; 2026Q2: 2,179 shares 2,179 $749K 0.02% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,663 shares 11,663 $746K 0.02% new Timeline FNCL 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: 3,088 shares; 2025Q4: 3,096 shares; 2026Q1: 8,596 shares; 2026Q2: 9,625 shares 9,625 $737K 0.02% +1,029 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,028 shares; 2024Q4: 5,090 shares; 2025Q1: 4,813 shares; 2025Q2: 4,213 shares; 2025Q3: 4,569 shares; 2025Q4: 4,604 shares; 2026Q1: 4,625 shares; 2026Q2: 5,403 shares 5,403 $732K 0.02% +778 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,476 shares; 2024Q4: 15,429 shares; 2025Q1: 12,465 shares; 2025Q2: 11,072 shares; 2025Q3: 12,781 shares; 2025Q4: 12,627 shares; 2026Q1: 17,144 shares; 2026Q2: 16,947 shares 16,947 $732K 0.02% -197 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: 8,961 shares; 2024Q4: 13,437 shares; 2025Q1: 9,579 shares; 2025Q2: 8,923 shares; 2025Q3: 7,392 shares; 2025Q4: 9,777 shares; 2026Q1: 7,108 shares; 2026Q2: 6,398 shares 6,398 $731K 0.02% -710 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: 12,946 shares; 2024Q4: 12,766 shares; 2025Q1: 23,230 shares; 2025Q2: 5,911 shares; 2025Q3: 5,924 shares; 2025Q4: 8,388 shares; 2026Q1: 13,361 shares; 2026Q2: 13,688 shares 13,688 $727K 0.02% +327 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: 11,380 shares; 2024Q4: 10,745 shares; 2025Q1: 10,189 shares; 2025Q2: 10,348 shares; 2025Q3: 10,158 shares; 2025Q4: 11,097 shares; 2026Q1: 11,757 shares; 2026Q2: 12,550 shares 12,550 $726K 0.02% +793 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,776 shares; 2025Q3: 10,432 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,619 shares 2,619 $723K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,626 shares; 2025Q3: 10,104 shares; 2025Q4: 9,914 shares; 2026Q1: 9,779 shares; 2026Q2: 9,779 shares 9,779 $722K 0.02% 0 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,183 shares; 2026Q2: 7,719 shares 7,719 $719K 0.02% +2,536 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: 47,808 shares; 2024Q4: 40,817 shares; 2025Q1: 32,726 shares; 2025Q2: 34,586 shares; 2025Q3: 20,578 shares; 2025Q4: 18,227 shares; 2026Q1: 17,148 shares; 2026Q2: 17,614 shares 17,614 $717K 0.02% +466 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,287 shares; 2024Q4: 8,199 shares; 2025Q1: 8,106 shares; 2025Q2: 8,285 shares; 2025Q3: 7,828 shares; 2025Q4: 7,908 shares; 2026Q1: 7,956 shares; 2026Q2: 7,577 shares 7,577 $716K 0.02% -379 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,186 shares 3,186 $713K 0.02% new Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,275 shares 13,275 $712K 0.02% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,813 shares; 2026Q1: 13,123 shares; 2026Q2: 13,798 shares 13,798 $712K 0.02% +675 Timeline FBT 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: 1,474 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,920 shares; 2026Q2: 2,840 shares 2,840 $704K 0.02% -80 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 3,183 shares 3,183 $704K 0.02% new Timeline