VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,589 shares; 2024Q4: 8,203 shares; 2025Q1: 7,572 shares; 2025Q2: 7,223 shares; 2025Q3: 6,578 shares; 2025Q4: 6,451 shares; 2026Q1: 6,322 shares; 2026Q2: 6,349 shares 6,349 $1.27M 0.02% +27 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,119 shares; 2025Q1: 2,554 shares; 2025Q2: 2,534 shares; 2025Q3: 2,522 shares; 2025Q4: 2,538 shares; 2026Q1: 2,758 shares; 2026Q2: 2,726 shares 2,726 $1.25M 0.02% -32 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,487 shares; 2024Q4: 4,476 shares; 2025Q1: 4,461 shares; 2025Q2: 4,462 shares; 2025Q3: 4,466 shares; 2025Q4: 4,467 shares; 2026Q1: 5,638 shares; 2026Q2: 5,685 shares 5,685 $1.23M 0.02% +47 Timeline CTA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,041 shares; 2025Q3: 27,284 shares; 2025Q4: 32,799 shares; 2026Q1: 42,262 shares; 2026Q2: 47,116 shares 47,116 $1.22M 0.02% +4,854 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,277 shares; 2025Q4: 4,187 shares; 2026Q1: 4,346 shares; 2026Q2: 4,380 shares 4,380 $1.21M 0.02% +34 Timeline HOLA 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: 14,034 shares; 2025Q4: 25,253 shares; 2026Q1: 22,475 shares; 2026Q2: 21,727 shares 21,727 $1.2M 0.02% -748 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,841 shares; 2024Q4: 23,894 shares; 2025Q1: 23,774 shares; 2025Q2: 23,526 shares; 2025Q3: 24,479 shares; 2025Q4: 24,270 shares; 2026Q1: 24,286 shares; 2026Q2: 25,594 shares 25,594 $1.19M 0.02% +1,308 Timeline FIVA 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: 48,365 shares; 2025Q3: 60,689 shares; 2025Q4: 51,692 shares; 2026Q1: 31,626 shares; 2026Q2: 30,967 shares 30,967 $1.19M 0.02% -659 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,398 shares; 2024Q4: 1,562 shares; 2025Q1: 1,454 shares; 2025Q2: 1,130 shares; 2025Q3: 1,115 shares; 2025Q4: 1,164 shares; 2026Q1: 1,200 shares; 2026Q2: 1,209 shares 1,209 $1.18M 0.02% +9 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,521 shares; 2024Q4: 10,763 shares; 2025Q1: 10,772 shares; 2025Q2: 11,972 shares; 2025Q3: 12,048 shares; 2025Q4: 9,228 shares; 2026Q1: 8,920 shares; 2026Q2: 8,927 shares 8,927 $1.18M 0.02% +7 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,459 shares; 2025Q3: 4,391 shares; 2025Q4: not reported; 2026Q1: 7,897 shares; 2026Q2: 12,513 shares 12,513 $1.17M 0.02% +4,616 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 326 shares; 2025Q3: 325 shares; 2025Q4: 279 shares; 2026Q1: 264 shares; 2026Q2: 6,556 shares 6,556 $1.17M 0.02% +6,292 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,873 shares; 2024Q4: 22,626 shares; 2025Q1: 27,916 shares; 2025Q2: 24,568 shares; 2025Q3: 21,984 shares; 2025Q4: 27,754 shares; 2026Q1: 30,103 shares; 2026Q2: 31,612 shares 31,612 $1.17M 0.02% +1,509 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,956 shares; 2024Q4: 14,031 shares; 2025Q1: 14,825 shares; 2025Q2: 15,180 shares; 2025Q3: 12,476 shares; 2025Q4: 13,123 shares; 2026Q1: 14,637 shares; 2026Q2: 22,705 shares 22,705 $1.16M 0.02% +8,068 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,279 shares; 2025Q2: 18,637 shares; 2025Q3: 18,462 shares; 2025Q4: 18,871 shares; 2026Q1: 20,620 shares; 2026Q2: 26,805 shares 26,805 $1.16M 0.02% +6,185 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,648 shares; 2024Q4: 20,234 shares; 2025Q1: 18,306 shares; 2025Q2: 6,163 shares; 2025Q3: 5,850 shares; 2025Q4: 5,734 shares; 2026Q1: 5,431 shares; 2026Q2: 5,656 shares 5,656 $1.16M 0.02% +225 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,238 shares; 2024Q4: 16,655 shares; 2025Q1: 16,113 shares; 2025Q2: 14,876 shares; 2025Q3: 14,735 shares; 2025Q4: 14,104 shares; 2026Q1: 13,841 shares; 2026Q2: 11,781 shares 11,781 $1.15M 0.02% -2,060 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,734 shares; 2024Q4: 2,860 shares; 2025Q1: 2,586 shares; 2025Q2: 2,501 shares; 2025Q3: 2,527 shares; 2025Q4: 2,521 shares; 2026Q1: 2,758 shares; 2026Q2: 15,992 shares 15,992 $1.15M 0.02% +13,234 Timeline FTA 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: 12,428 shares; 2024Q4: 11,852 shares; 2025Q1: 9,943 shares; 2025Q2: 11,322 shares; 2025Q3: 11,401 shares; 2025Q4: 11,762 shares; 2026Q1: 12,132 shares; 2026Q2: 11,741 shares 11,741 $1.14M 0.02% -391 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,642 shares; 2025Q2: 20,756 shares; 2025Q3: 22,590 shares; 2025Q4: 19,592 shares; 2026Q1: 21,894 shares; 2026Q2: 27,764 shares 27,764 $1.13M 0.02% +5,870 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,318 shares; 2024Q4: 2,487 shares; 2025Q1: 2,925 shares; 2025Q2: 2,357 shares; 2025Q3: 2,255 shares; 2025Q4: 2,424 shares; 2026Q1: 4,315 shares; 2026Q2: 3,772 shares 3,772 $1.13M 0.02% -543 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,553 shares; 2024Q4: 8,925 shares; 2025Q1: 9,281 shares; 2025Q2: 8,397 shares; 2025Q3: 8,540 shares; 2025Q4: 8,627 shares; 2026Q1: 9,311 shares; 2026Q2: 8,858 shares 8,858 $1.12M 0.02% -453 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: 20,804 shares; 2024Q4: 20,924 shares; 2025Q1: 19,310 shares; 2025Q2: 6,848 shares; 2025Q3: 6,959 shares; 2025Q4: 6,994 shares; 2026Q1: 8,074 shares; 2026Q2: 8,236 shares 8,236 $1.12M 0.02% +162 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,415 shares; 2024Q4: 8,980 shares; 2025Q1: 15,483 shares; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 8,542 shares; 2026Q1: 23,284 shares; 2026Q2: 37,064 shares 37,064 $1.11M 0.02% +13,780 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,639 shares; 2024Q4: 22,685 shares; 2025Q1: 37,439 shares; 2025Q2: 22,249 shares; 2025Q3: 114,681 shares; 2025Q4: 23,018 shares; 2026Q1: 52,713 shares; 2026Q2: 22,926 shares 22,926 $1.11M 0.02% -29,787 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: 8,154 shares; 2024Q4: 7,412 shares; 2025Q1: 7,632 shares; 2025Q2: 3,324 shares; 2025Q3: 3,861 shares; 2025Q4: 19,236 shares; 2026Q1: 12,473 shares; 2026Q2: 11,146 shares 11,146 $1.11M 0.02% -1,327 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,635 shares; 2024Q4: 10,926 shares; 2025Q1: 10,998 shares; 2025Q2: 8,400 shares; 2025Q3: 8,302 shares; 2025Q4: 8,256 shares; 2026Q1: 8,098 shares; 2026Q2: 8,047 shares 8,047 $1.1M 0.02% -51 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 933 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323 shares; 2025Q3: not reported; 2025Q4: 1,463 shares; 2026Q1: 5,125 shares; 2026Q2: 4,860 shares 4,860 $1.1M 0.02% -265 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,412 shares 8,412 $1.09M 0.02% new 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: 21,164 shares; 2024Q4: 22,209 shares; 2025Q1: 13,857 shares; 2025Q2: 12,710 shares; 2025Q3: 12,656 shares; 2025Q4: 12,719 shares; 2026Q1: 18,419 shares; 2026Q2: 18,378 shares 18,378 $1.08M 0.02% -41 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: 38,501 shares; 2024Q4: 42,673 shares; 2025Q1: 10,359 shares; 2025Q2: 6,153 shares; 2025Q3: 5,050 shares; 2025Q4: 6,656 shares; 2026Q1: 6,621 shares; 2026Q2: 7,141 shares 7,141 $1.08M 0.02% +520 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,305 shares; 2025Q1: 1,254 shares; 2025Q2: 1,251 shares; 2025Q3: 1,188 shares; 2025Q4: not reported; 2026Q1: 6,995 shares; 2026Q2: 6,440 shares 6,440 $1.07M 0.02% -555 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: 7,070 shares; 2025Q1: 7,548 shares; 2025Q2: 13,130 shares; 2025Q3: 13,446 shares; 2025Q4: 15,701 shares; 2026Q1: 19,228 shares; 2026Q2: 19,261 shares 19,261 $1.07M 0.02% +33 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,489 shares; 2024Q4: 17,397 shares; 2025Q1: 16,141 shares; 2025Q2: 14,938 shares; 2025Q3: 12,297 shares; 2025Q4: 12,826 shares; 2026Q1: 12,356 shares; 2026Q2: 12,176 shares 12,176 $1.07M 0.02% -180 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,253 shares; 2025Q1: 1,199 shares; 2025Q2: 1,001 shares; 2025Q3: 864 shares; 2025Q4: 863 shares; 2026Q1: 875 shares; 2026Q2: 795 shares 795 $1.06M 0.02% -80 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,161 shares; 2024Q4: 26,764 shares; 2025Q1: 28,795 shares; 2025Q2: 24,385 shares; 2025Q3: 23,154 shares; 2025Q4: 23,427 shares; 2026Q1: 24,273 shares; 2026Q2: 19,541 shares 19,541 $1.06M 0.02% -4,732 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,645 shares; 2024Q4: not reported; 2025Q1: 6,465 shares; 2025Q2: 6,424 shares; 2025Q3: 6,837 shares; 2025Q4: 10,136 shares; 2026Q1: 12,068 shares; 2026Q2: 16,827 shares 16,827 $1.06M 0.02% +4,759 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA 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: 2,214 shares; 2025Q4: 2,835 shares; 2026Q1: 3,883 shares; 2026Q2: 4,303 shares 4,303 $1.04M 0.02% +420 Timeline RSPA 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: 5,335 shares; 2026Q1: 21,576 shares; 2026Q2: 19,384 shares 19,384 $1.03M 0.02% -2,192 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,981 shares; 2024Q4: 42,789 shares; 2025Q1: 41,125 shares; 2025Q2: 38,814 shares; 2025Q3: 38,889 shares; 2025Q4: 38,446 shares; 2026Q1: 38,630 shares; 2026Q2: 41,497 shares 41,497 $1.02M 0.02% +2,867 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,670 shares; 2024Q4: 34,810 shares; 2025Q1: 34,044 shares; 2025Q2: 35,228 shares; 2025Q3: 33,465 shares; 2025Q4: 31,842 shares; 2026Q1: 32,138 shares; 2026Q2: 31,780 shares 31,780 $1.02M 0.02% -358 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: 37,174 shares; 2024Q4: 59,500 shares; 2025Q1: 164,278 shares; 2025Q2: 53,539 shares; 2025Q3: 51,329 shares; 2025Q4: 35,422 shares; 2026Q1: 26,148 shares; 2026Q2: 20,055 shares 20,055 $1.01M 0.02% -6,093 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,995 shares; 2024Q4: 25,985 shares; 2025Q1: 21,056 shares; 2025Q2: 18,850 shares; 2025Q3: 18,572 shares; 2025Q4: 28,662 shares; 2026Q1: 23,925 shares; 2026Q2: 18,911 shares 18,911 $1.01M 0.02% -5,014 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,107 shares; 2024Q4: 19,933 shares; 2025Q1: 18,705 shares; 2025Q2: 17,741 shares; 2025Q3: 17,411 shares; 2025Q4: 12,047 shares; 2026Q1: 20,795 shares; 2026Q2: 17,258 shares 17,258 $1M 0.02% -3,537 Timeline DFUV 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: 16,409 shares; 2024Q4: 16,409 shares; 2025Q1: 16,409 shares; 2025Q2: 16,409 shares; 2025Q3: 16,409 shares; 2025Q4: 16,452 shares; 2026Q1: 16,496 shares; 2026Q2: 17,973 shares 17,973 $989K 0.02% +1,477 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 1,050 shares; 2025Q1: 941 shares; 2025Q2: 942 shares; 2025Q3: 807 shares; 2025Q4: 748 shares; 2026Q1: 745 shares; 2026Q2: 726 shares 726 $987K 0.02% -19 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,144 shares; 2025Q4: 20,100 shares; 2026Q1: 17,815 shares; 2026Q2: 18,722 shares 18,722 $984K 0.02% +907 Timeline BUFT 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: 72,742 shares; 2025Q2: 73,953 shares; 2025Q3: 63,650 shares; 2025Q4: 45,173 shares; 2026Q1: 38,717 shares; 2026Q2: 37,938 shares 37,938 $982K 0.02% -779 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,914 shares; 2024Q4: 49,372 shares; 2025Q1: 47,033 shares; 2025Q2: 29,395 shares; 2025Q3: 29,833 shares; 2025Q4: 24,716 shares; 2026Q1: 70,958 shares; 2026Q2: 70,616 shares 70,616 $982K 0.02% -342 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: 49,464 shares; 2024Q4: 82,103 shares; 2025Q1: 231,388 shares; 2025Q2: 36,771 shares; 2025Q3: 43,793 shares; 2025Q4: 36,472 shares; 2026Q1: 36,016 shares; 2026Q2: 33,819 shares 33,819 $981K 0.02% -2,197 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,712 shares; 2024Q4: 18,609 shares; 2025Q1: 19,042 shares; 2025Q2: 19,317 shares; 2025Q3: 15,422 shares; 2025Q4: 16,200 shares; 2026Q1: 17,085 shares; 2026Q2: 18,992 shares 18,992 $976K 0.02% +1,907 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: 3,963 shares; 2024Q4: 3,835 shares; 2025Q1: 4,678 shares; 2025Q2: 5,975 shares; 2025Q3: 4,524 shares; 2025Q4: 3,740 shares; 2026Q1: 3,912 shares; 2026Q2: 3,865 shares 3,865 $975K 0.02% -47 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: not reported; 2024Q4: not reported; 2025Q1: 2,402 shares; 2025Q2: 2,457 shares; 2025Q3: 2,510 shares; 2025Q4: 2,573 shares; 2026Q1: 3,275 shares; 2026Q2: 3,619 shares 3,619 $974K 0.02% +344 Timeline BUFG 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: 38,377 shares; 2026Q1: 34,050 shares; 2026Q2: 33,155 shares 33,155 $972K 0.02% -895 Timeline MLPX 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: 17,206 shares; 2024Q4: 16,534 shares; 2025Q1: 17,454 shares; 2025Q2: 18,187 shares; 2025Q3: 16,734 shares; 2025Q4: 14,444 shares; 2026Q1: 13,347 shares; 2026Q2: 13,178 shares 13,178 $971K 0.02% -169 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,210 shares; 2024Q4: 6,211 shares; 2025Q1: 6,611 shares; 2025Q2: 5,515 shares; 2025Q3: 5,584 shares; 2025Q4: 5,583 shares; 2026Q1: 5,584 shares; 2026Q2: 5,469 shares 5,469 $966K 0.02% -115 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: 4,163 shares; 2024Q4: 4,128 shares; 2025Q1: 3,786 shares; 2025Q2: 3,789 shares; 2025Q3: 3,649 shares; 2025Q4: 3,675 shares; 2026Q1: 3,660 shares; 2026Q2: 3,643 shares 3,643 $964K 0.02% -17 Timeline FJAN 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: 11,405 shares; 2025Q2: 14,781 shares; 2025Q3: 14,609 shares; 2025Q4: 13,880 shares; 2026Q1: 15,566 shares; 2026Q2: 17,454 shares 17,454 $961K 0.02% +1,888 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: 2,337 shares; 2024Q4: 2,700 shares; 2025Q1: 2,615 shares; 2025Q2: 2,569 shares; 2025Q3: 2,522 shares; 2025Q4: 2,439 shares; 2026Q1: 2,670 shares; 2026Q2: 3,176 shares 3,176 $947K 0.01% +506 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: 6,396 shares; 2024Q4: 6,311 shares; 2025Q1: 5,230 shares; 2025Q2: 5,821 shares; 2025Q3: 5,760 shares; 2025Q4: 5,668 shares; 2026Q1: 4,955 shares; 2026Q2: 3,977 shares 3,977 $947K 0.01% -978 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,055 shares; 2024Q4: 10,868 shares; 2025Q1: 8,424 shares; 2025Q2: not reported; 2025Q3: 3,362 shares; 2025Q4: 6,881 shares; 2026Q1: 7,429 shares; 2026Q2: 9,359 shares 9,359 $939K 0.01% +1,930 Timeline REET 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: 33,974 shares 33,974 $938K 0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,210 shares; 2024Q4: 27,588 shares; 2025Q1: 26,221 shares; 2025Q2: 28,507 shares; 2025Q3: 17,433 shares; 2025Q4: 32,397 shares; 2026Q1: 28,021 shares; 2026Q2: 17,704 shares 17,704 $928K 0.01% -10,317 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,474 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,481 shares; 2025Q3: 8,481 shares; 2025Q4: 8,481 shares; 2026Q1: 8,349 shares; 2026Q2: 8,349 shares 8,349 $925K 0.01% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,068 shares; 2024Q4: 29,909 shares; 2025Q1: 29,574 shares; 2025Q2: 29,187 shares; 2025Q3: 28,122 shares; 2025Q4: 28,134 shares; 2026Q1: 28,197 shares; 2026Q2: 27,860 shares 27,860 $925K 0.01% -337 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,750 shares; 2025Q3: 20,400 shares; 2025Q4: 20,400 shares; 2026Q1: 20,400 shares; 2026Q2: 20,250 shares 20,250 $922K 0.01% -150 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: not reported; 2024Q4: 1,805 shares; 2025Q1: 2,220 shares; 2025Q2: 2,389 shares; 2025Q3: 2,420 shares; 2025Q4: 3,894 shares; 2026Q1: 2,977 shares; 2026Q2: 2,682 shares 2,682 $919K 0.01% -295 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,201 shares; 2026Q1: 10,201 shares; 2026Q2: 10,201 shares 10,201 $918K 0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,205 shares; 2024Q4: 7,946 shares; 2025Q1: 4,989 shares; 2025Q2: 4,970 shares; 2025Q3: 5,153 shares; 2025Q4: 4,712 shares; 2026Q1: 5,059 shares; 2026Q2: 4,729 shares 4,729 $917K 0.01% -330 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: 60,888 shares; 2024Q4: 52,762 shares; 2025Q1: 53,418 shares; 2025Q2: 11,590 shares; 2025Q3: 11,457 shares; 2025Q4: 10,878 shares; 2026Q1: 9,912 shares; 2026Q2: 9,515 shares 9,515 $916K 0.01% -397 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS 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: 30,469 shares 30,469 $911K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,805 shares; 2024Q4: 2,693 shares; 2025Q1: 2,766 shares; 2025Q2: 2,788 shares; 2025Q3: 2,756 shares; 2025Q4: 2,806 shares; 2026Q1: 2,748 shares; 2026Q2: 2,747 shares 2,747 $907K 0.01% -1 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,942 shares; 2025Q2: 28,272 shares; 2025Q3: 26,306 shares; 2025Q4: 21,450 shares; 2026Q1: 23,549 shares; 2026Q2: 24,403 shares 24,403 $903K 0.01% +854 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,558 shares; 2025Q3: 1,509 shares; 2025Q4: 1,461 shares; 2026Q1: 3,341 shares; 2026Q2: 3,796 shares 3,796 $902K 0.01% +455 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,662 shares; 2024Q4: 6,250 shares; 2025Q1: 6,227 shares; 2025Q2: 6,216 shares; 2025Q3: 6,261 shares; 2025Q4: 8,603 shares; 2026Q1: 6,633 shares; 2026Q2: 6,589 shares 6,589 $901K 0.01% -44 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: not reported; 2024Q4: 701 shares; 2025Q1: 795 shares; 2025Q2: 798 shares; 2025Q3: 804 shares; 2025Q4: 828 shares; 2026Q1: 860 shares; 2026Q2: 1,246 shares 1,246 $898K 0.01% +386 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,525 shares; 2024Q4: 17,246 shares; 2025Q1: 18,381 shares; 2025Q2: 13,549 shares; 2025Q3: 13,436 shares; 2025Q4: 12,966 shares; 2026Q1: 19,275 shares; 2026Q2: 19,086 shares 19,086 $894K 0.01% -189 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; 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: 3,284 shares 3,284 $893K 0.01% new 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: 25,899 shares; 2024Q4: 22,856 shares; 2025Q1: 19,430 shares; 2025Q2: 18,630 shares; 2025Q3: 20,054 shares; 2025Q4: 17,592 shares; 2026Q1: 18,086 shares; 2026Q2: 18,562 shares 18,562 $883K 0.01% +476 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,657 shares; 2024Q4: 3,702 shares; 2025Q1: 3,705 shares; 2025Q2: 3,741 shares; 2025Q3: 3,778 shares; 2025Q4: 3,809 shares; 2026Q1: 5,155 shares; 2026Q2: 5,033 shares 5,033 $877K 0.01% -122 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,340 shares; 2024Q4: 5,582 shares; 2025Q1: 5,745 shares; 2025Q2: 6,231 shares; 2025Q3: 6,992 shares; 2025Q4: 5,425 shares; 2026Q1: 6,700 shares; 2026Q2: 5,644 shares 5,644 $867K 0.01% -1,056 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: 4,386 shares; 2024Q4: 3,966 shares; 2025Q1: 3,939 shares; 2025Q2: 3,788 shares; 2025Q3: 3,803 shares; 2025Q4: 3,807 shares; 2026Q1: 3,797 shares; 2026Q2: 3,813 shares 3,813 $865K 0.01% +16 Timeline FPX 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: 3,830 shares; 2026Q2: 4,165 shares 4,165 $859K 0.01% +335 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 38,140 shares; 2026Q1: 19,292 shares; 2026Q2: 16,764 shares 16,764 $847K 0.01% -2,528 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,278 shares; 2024Q4: 21,059 shares; 2025Q1: 18,986 shares; 2025Q2: 18,998 shares; 2025Q3: 16,721 shares; 2025Q4: 15,582 shares; 2026Q1: 18,334 shares; 2026Q2: 18,894 shares 18,894 $845K 0.01% +560 Timeline SMLF 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: 9,900 shares; 2026Q2: 9,432 shares 9,432 $841K 0.01% -468 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,380 shares; 2025Q3: 5,380 shares; 2025Q4: 5,380 shares; 2026Q1: 16,570 shares; 2026Q2: 16,570 shares 16,570 $831K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058 shares; 2024Q4: 1,883 shares; 2025Q1: 1,847 shares; 2025Q2: 1,774 shares; 2025Q3: 1,765 shares; 2025Q4: 1,953 shares; 2026Q1: 3,410 shares; 2026Q2: 3,894 shares 3,894 $829K 0.01% +484 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: 5,871 shares; 2024Q4: 5,551 shares; 2025Q1: 4,987 shares; 2025Q2: 5,007 shares; 2025Q3: 4,549 shares; 2025Q4: 3,476 shares; 2026Q1: 2,598 shares; 2026Q2: 2,995 shares 2,995 $810K 0.01% +397 Timeline FDLO 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: 14,250 shares; 2024Q4: 14,278 shares; 2025Q1: 14,280 shares; 2025Q2: 12,986 shares; 2025Q3: 11,842 shares; 2025Q4: 11,824 shares; 2026Q1: 11,825 shares; 2026Q2: 11,817 shares 11,817 $808K 0.01% -8 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,843 shares; 2024Q4: 3,624 shares; 2025Q1: 3,637 shares; 2025Q2: 3,625 shares; 2025Q3: 3,627 shares; 2025Q4: 3,629 shares; 2026Q1: 3,767 shares; 2026Q2: 3,768 shares 3,768 $802K 0.01% +1 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726 shares; 2024Q4: 2,456 shares; 2025Q1: 2,579 shares; 2025Q2: 2,372 shares; 2025Q3: 2,619 shares; 2025Q4: 1,907 shares; 2026Q1: 2,506 shares; 2026Q2: 2,314 shares 2,314 $797K 0.01% -192 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,166 shares; 2024Q4: 10,841 shares; 2025Q1: 10,497 shares; 2025Q2: 8,945 shares; 2025Q3: 8,895 shares; 2025Q4: 8,658 shares; 2026Q1: 8,099 shares; 2026Q2: 9,789 shares 9,789 $795K 0.01% +1,690 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: 34,970 shares; 2024Q4: 34,203 shares; 2025Q1: 35,376 shares; 2025Q2: 32,942 shares; 2025Q3: 10,197 shares; 2025Q4: 10,748 shares; 2026Q1: 11,174 shares; 2026Q2: 13,687 shares 13,687 $789K 0.01% +2,513 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,766 shares; 2024Q4: 7,741 shares; 2025Q1: 7,663 shares; 2025Q2: 7,313 shares; 2025Q3: 7,364 shares; 2025Q4: 7,173 shares; 2026Q1: 7,373 shares; 2026Q2: 7,257 shares 7,257 $783K 0.01% -116 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,465 shares; 2024Q4: 3,343 shares; 2025Q1: 3,380 shares; 2025Q2: 3,385 shares; 2025Q3: 3,402 shares; 2025Q4: 3,318 shares; 2026Q1: 3,285 shares; 2026Q2: 3,288 shares 3,288 $783K 0.01% +3 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 6,234 shares; 2025Q1: 7,272 shares; 2025Q2: 13,376 shares; 2025Q3: 14,996 shares; 2025Q4: 13,757 shares; 2026Q1: 13,248 shares; 2026Q2: 13,197 shares 13,197 $782K 0.01% -51 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,905 shares; 2024Q4: 90,097 shares; 2025Q1: 87,575 shares; 2025Q2: 18,393 shares; 2025Q3: 13,192 shares; 2025Q4: 12,011 shares; 2026Q1: 10,476 shares; 2026Q2: 16,244 shares 16,244 $779K 0.01% +5,768 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: 6,420 shares; 2024Q4: 6,275 shares; 2025Q1: 38,552 shares; 2025Q2: 38,725 shares; 2025Q3: 27,296 shares; 2025Q4: 18,918 shares; 2026Q1: 6,861 shares; 2026Q2: 15,785 shares 15,785 $768K 0.01% +8,924 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: 2,018 shares; 2024Q4: 1,711 shares; 2025Q1: 1,472 shares; 2025Q2: 1,236 shares; 2025Q3: 1,191 shares; 2025Q4: 1,498 shares; 2026Q1: 2,393 shares; 2026Q2: 1,929 shares 1,929 $766K 0.01% -464 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620 shares; 2024Q4: 2,866 shares; 2025Q1: 3,527 shares; 2025Q2: 4,719 shares; 2025Q3: 4,773 shares; 2025Q4: 5,109 shares; 2026Q1: 7,882 shares; 2026Q2: 7,432 shares 7,432 $764K 0.01% -450 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,543 shares; 2024Q4: 2,721 shares; 2025Q1: 2,938 shares; 2025Q2: 3,499 shares; 2025Q3: 2,637 shares; 2025Q4: 2,614 shares; 2026Q1: 2,409 shares; 2026Q2: 1,919 shares 1,919 $763K 0.01% -490 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,413 shares; 2024Q4: 15,366 shares; 2025Q1: 15,366 shares; 2025Q2: 15,734 shares; 2025Q3: 15,713 shares; 2025Q4: 16,096 shares; 2026Q1: 15,299 shares; 2026Q2: 14,883 shares 14,883 $759K 0.01% -416 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,196 shares; 2024Q4: 6,430 shares; 2025Q1: 8,743 shares; 2025Q2: 8,622 shares; 2025Q3: 8,913 shares; 2025Q4: 9,249 shares; 2026Q1: 8,556 shares; 2026Q2: 7,592 shares 7,592 $754K 0.01% -964 Timeline DGT 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: not reported; 2026Q1: 3,747 shares; 2026Q2: 4,078 shares 4,078 $754K 0.01% +331 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,831 shares; 2024Q4: 2,763 shares; 2025Q1: 2,782 shares; 2025Q2: 2,711 shares; 2025Q3: 2,432 shares; 2025Q4: 2,447 shares; 2026Q1: 2,435 shares; 2026Q2: 2,370 shares 2,370 $753K 0.01% -65 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,520 shares; 2025Q2: 11,451 shares; 2025Q3: 10,976 shares; 2025Q4: 6,751 shares; 2026Q1: 9,308 shares; 2026Q2: 14,308 shares 14,308 $749K 0.01% +5,000 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,478 shares; 2024Q4: 30,684 shares; 2025Q1: 23,353 shares; 2025Q2: 22,354 shares; 2025Q3: 20,685 shares; 2025Q4: 15,961 shares; 2026Q1: 12,146 shares; 2026Q2: 9,733 shares 9,733 $739K 0.01% -2,413 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,048 shares; 2024Q4: 35,983 shares; 2025Q1: 33,105 shares; 2025Q2: 22,872 shares; 2025Q3: 8,925 shares; 2025Q4: 5,906 shares; 2026Q1: 6,128 shares; 2026Q2: 5,894 shares 5,894 $734K 0.01% -234 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,315 shares; 2025Q2: 4,358 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,609 shares; 2026Q2: 12,702 shares 12,702 $721K 0.01% +1,093 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: 2,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,493 shares; 2025Q4: 21,505 shares; 2026Q1: 20,767 shares; 2026Q2: 20,705 shares 20,705 $721K 0.01% -62 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,505 shares; 2024Q4: 34,347 shares; 2025Q1: 34,222 shares; 2025Q2: 17,807 shares; 2025Q3: 15,446 shares; 2025Q4: 2,130 shares; 2026Q1: 3,325 shares; 2026Q2: 2,458 shares 2,458 $720K 0.01% -867 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,412 shares; 2024Q4: 5,417 shares; 2025Q1: 5,767 shares; 2025Q2: 5,209 shares; 2025Q3: 5,234 shares; 2025Q4: 5,161 shares; 2026Q1: 4,889 shares; 2026Q2: 4,872 shares 4,872 $720K 0.01% -17 Timeline KBE 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: 7,225 shares; 2024Q4: 6,825 shares; 2025Q1: 10,176 shares; 2025Q2: 10,984 shares; 2025Q3: 10,539 shares; 2025Q4: 10,441 shares; 2026Q1: 10,446 shares; 2026Q2: 10,451 shares 10,451 $713K 0.01% +5 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: 17,714 shares; 2024Q4: 17,101 shares; 2025Q1: 17,286 shares; 2025Q2: 15,954 shares; 2025Q3: 6,971 shares; 2025Q4: 6,768 shares; 2026Q1: 11,083 shares; 2026Q2: 10,611 shares 10,611 $711K 0.01% -472 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,570 shares; 2026Q1: 22,549 shares; 2026Q2: 23,715 shares 23,715 $708K 0.01% +1,166 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,561 shares; 2024Q4: 3,702 shares; 2025Q1: 3,705 shares; 2025Q2: 6,628 shares; 2025Q3: 6,674 shares; 2025Q4: 6,242 shares; 2026Q1: 9,194 shares; 2026Q2: 8,576 shares 8,576 $706K 0.01% -618 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: 16,978 shares; 2024Q4: 18,393 shares; 2025Q1: 18,276 shares; 2025Q2: 17,141 shares; 2025Q3: 16,693 shares; 2025Q4: 18,742 shares; 2026Q1: 16,437 shares; 2026Q2: 13,966 shares 13,966 $705K 0.01% -2,471 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $703K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 4,996 shares; 2025Q1: 5,735 shares; 2025Q2: 5,368 shares; 2025Q3: 4,272 shares; 2025Q4: 4,134 shares; 2026Q1: 4,149 shares; 2026Q2: 3,933 shares 3,933 $702K 0.01% -216 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,814 shares; 2025Q2: 59,646 shares; 2025Q3: 72,462 shares; 2025Q4: 75,037 shares; 2026Q1: 20,515 shares; 2026Q2: 20,193 shares 20,193 $699K 0.01% -322 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,262 shares; 2025Q3: 5,964 shares; 2025Q4: 11,588 shares; 2026Q1: 12,644 shares; 2026Q2: 9,148 shares 9,148 $696K 0.01% -3,496 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: 6,105 shares; 2024Q4: 6,609 shares; 2025Q1: 5,368 shares; 2025Q2: 7,032 shares; 2025Q3: 5,915 shares; 2025Q4: 5,641 shares; 2026Q1: 6,578 shares; 2026Q2: 6,204 shares 6,204 $696K 0.01% -374 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,232 shares; 2025Q4: 9,254 shares; 2026Q1: 9,743 shares; 2026Q2: 11,894 shares 11,894 $695K 0.01% +2,151 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,390 shares; 2024Q4: 25,205 shares; 2025Q1: 26,355 shares; 2025Q2: 3,278 shares; 2025Q3: 2,308 shares; 2025Q4: 2,360 shares; 2026Q1: 3,496 shares; 2026Q2: 3,094 shares 3,094 $692K 0.01% -402 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,547 shares; 2024Q4: 3,407 shares; 2025Q1: 3,410 shares; 2025Q2: 3,389 shares; 2025Q3: 3,391 shares; 2025Q4: 3,996 shares; 2026Q1: 3,996 shares; 2026Q2: 4,286 shares 4,286 $684K 0.01% +290 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,203 shares; 2026Q1: 28,927 shares; 2026Q2: 30,141 shares 30,141 $683K 0.01% +1,214 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,571 shares; 2025Q2: 14,252 shares; 2025Q3: 15,906 shares; 2025Q4: 13,147 shares; 2026Q1: 14,454 shares; 2026Q2: 17,001 shares 17,001 $682K 0.01% +2,547 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,122 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,131 shares; 2025Q3: 2,943 shares; 2025Q4: 2,901 shares; 2026Q1: 2,144 shares; 2026Q2: 2,137 shares 2,137 $680K 0.01% -7 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,463 shares; 2025Q4: 7,463 shares; 2026Q1: 6,938 shares; 2026Q2: 6,939 shares 6,939 $676K 0.01% +1 Timeline BBHY 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: 488,953 shares; 2024Q4: 532,525 shares; 2025Q1: 541,193 shares; 2025Q2: 8,246 shares; 2025Q3: 9,536 shares; 2025Q4: 10,685 shares; 2026Q1: 13,211 shares; 2026Q2: 14,504 shares 14,504 $669K 0.01% +1,293 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: 6,751 shares; 2024Q4: 7,002 shares; 2025Q1: 6,995 shares; 2025Q2: 6,694 shares; 2025Q3: 5,861 shares; 2025Q4: 8,230 shares; 2026Q1: 9,405 shares; 2026Q2: 9,728 shares 9,728 $665K 0.01% +323 Timeline SCZ 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: 7,836 shares; 2026Q2: 8,049 shares 8,049 $662K 0.01% +213 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,528 shares; 2024Q4: 9,618 shares; 2025Q1: 9,638 shares; 2025Q2: 9,452 shares; 2025Q3: 10,414 shares; 2025Q4: 10,475 shares; 2026Q1: 10,521 shares; 2026Q2: 10,542 shares 10,542 $658K 0.01% +21 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 1,478 shares; 2025Q1: 1,363 shares; 2025Q2: 1,277 shares; 2025Q3: 1,279 shares; 2025Q4: 1,360 shares; 2026Q1: 1,362 shares; 2026Q2: 1,323 shares 1,323 $655K 0.01% -39 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,328 shares; 2024Q4: 4,589 shares; 2025Q1: 4,242 shares; 2025Q2: 3,879 shares; 2025Q3: 3,864 shares; 2025Q4: 3,868 shares; 2026Q1: 3,982 shares; 2026Q2: 4,004 shares 4,004 $655K 0.01% +22 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: 9,676 shares; 2024Q4: 9,893 shares; 2025Q1: 17,121 shares; 2025Q2: 21,804 shares; 2025Q3: 19,937 shares; 2025Q4: 19,359 shares; 2026Q1: 15,893 shares; 2026Q2: 16,069 shares 16,069 $654K 0.01% +176 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: 5,563 shares; 2024Q4: 5,954 shares; 2025Q1: 5,993 shares; 2025Q2: 5,196 shares; 2025Q3: 4,899 shares; 2025Q4: 5,170 shares; 2026Q1: 5,417 shares; 2026Q2: 5,138 shares 5,138 $649K 0.01% -279 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,281 shares; 2024Q4: 3,657 shares; 2025Q1: 3,361 shares; 2025Q2: 3,323 shares; 2025Q3: 3,338 shares; 2025Q4: 3,349 shares; 2026Q1: 3,259 shares; 2026Q2: 3,309 shares 3,309 $644K 0.01% +50 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: 6,488 shares; 2024Q4: 5,651 shares; 2025Q1: 5,678 shares; 2025Q2: 3,762 shares; 2025Q3: 3,413 shares; 2025Q4: 2,185 shares; 2026Q1: 3,356 shares; 2026Q2: 3,362 shares 3,362 $640K 0.01% +6 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,518 shares; 2025Q3: 7,140 shares; 2025Q4: 7,211 shares; 2026Q1: 7,660 shares; 2026Q2: 8,357 shares 8,357 $635K 0.01% +697 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,679 shares; 2024Q4: 2,580 shares; 2025Q1: 3,325 shares; 2025Q2: 4,284 shares; 2025Q3: 2,090 shares; 2025Q4: not reported; 2026Q1: 3,453 shares; 2026Q2: 5,004 shares 5,004 $632K 0.01% +1,551 Timeline QYLD 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: 27,821 shares; 2024Q4: 28,882 shares; 2025Q1: 30,479 shares; 2025Q2: 29,954 shares; 2025Q3: 32,809 shares; 2025Q4: 33,413 shares; 2026Q1: 33,574 shares; 2026Q2: 34,303 shares 34,303 $632K 0.01% +729 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,594 shares 1,594 $628K 0.01% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; 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: 924 shares; 2026Q1: 1,844 shares; 2026Q2: 1,844 shares 1,844 $624K 0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388,600 shares; 2025Q3: 139,105 shares; 2025Q4: 136,318 shares; 2026Q1: 6,901 shares; 2026Q2: 6,441 shares 6,441 $624K 0.01% -460 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: 10,015 shares; 2024Q4: 163,026 shares; 2025Q1: 160,626 shares; 2025Q2: 14,303 shares; 2025Q3: 13,703 shares; 2025Q4: 14,848 shares; 2026Q1: 14,717 shares; 2026Q2: 14,410 shares 14,410 $624K 0.01% -307 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: 44,747 shares; 2026Q1: 42,456 shares; 2026Q2: 29,553 shares 29,553 $622K 0.01% -12,903 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: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,015 shares; 2025Q2: 4,076 shares; 2025Q3: 4,073 shares; 2025Q4: 4,075 shares; 2026Q1: 4,074 shares; 2026Q2: 4,076 shares 4,076 $619K 0.01% +2 Timeline ICOP 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: 12,578 shares; 2026Q2: 12,578 shares 12,578 $619K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,394 shares; 2024Q4: 6,509 shares; 2025Q1: 6,513 shares; 2025Q2: 6,704 shares; 2025Q3: 6,496 shares; 2025Q4: 6,501 shares; 2026Q1: 6,442 shares; 2026Q2: 6,356 shares 6,356 $616K 0.01% -86 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: 9,406 shares; 2024Q4: 15,782 shares; 2025Q1: 15,723 shares; 2025Q2: 18,138 shares; 2025Q3: 17,908 shares; 2025Q4: 17,990 shares; 2026Q1: 19,671 shares; 2026Q2: 20,776 shares 20,776 $611K 0.01% +1,105 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,464 shares; 2024Q4: 9,593 shares; 2025Q1: 10,898 shares; 2025Q2: 10,036 shares; 2025Q3: 10,249 shares; 2025Q4: 11,225 shares; 2026Q1: 13,048 shares; 2026Q2: 7,192 shares 7,192 $609K 0.01% -5,856 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,270 shares; 2024Q4: 11,513 shares; 2025Q1: 10,828 shares; 2025Q2: 10,882 shares; 2025Q3: 10,715 shares; 2025Q4: 10,765 shares; 2026Q1: 11,094 shares; 2026Q2: 11,097 shares 11,097 $603K 0.01% +3 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,096 shares; 2024Q4: 59,800 shares; 2025Q1: 27,077 shares; 2025Q2: 25,675 shares; 2025Q3: 18,800 shares; 2025Q4: 18,677 shares; 2026Q1: 19,095 shares; 2026Q2: 17,328 shares 17,328 $603K 0.01% -1,767 Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 14,726 shares; 2026Q2: 14,726 shares 14,726 $602K 0.01% 0 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,997 shares; 2025Q3: 20,250 shares; 2025Q4: 17,359 shares; 2026Q1: 18,975 shares; 2026Q2: 20,770 shares 20,770 $602K 0.01% +1,795 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,440 shares; 2026Q1: 23,440 shares; 2026Q2: 23,440 shares 23,440 $602K 0.01% 0 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,871 shares; 2026Q1: 25,854 shares; 2026Q2: 27,043 shares 27,043 $597K 0.01% +1,189 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,927 shares; 2024Q4: 7,506 shares; 2025Q1: 6,970 shares; 2025Q2: 5,054 shares; 2025Q3: 5,670 shares; 2025Q4: 5,579 shares; 2026Q1: 11,899 shares; 2026Q2: 11,890 shares 11,890 $597K 0.01% -9 Timeline IBDU 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: 21,238 shares; 2026Q1: 25,263 shares; 2026Q2: 25,654 shares 25,654 $594K 0.01% +391 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: not reported; 2024Q4: not reported; 2025Q1: 3,685 shares; 2025Q2: 3,547 shares; 2025Q3: 3,818 shares; 2025Q4: 1,932 shares; 2026Q1: 2,469 shares; 2026Q2: 2,395 shares 2,395 $594K 0.01% -74 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,488 shares; 2025Q1: 5,854 shares; 2025Q2: 6,705 shares; 2025Q3: 6,281 shares; 2025Q4: 6,362 shares; 2026Q1: 5,443 shares; 2026Q2: 5,905 shares 5,905 $592K 0.01% +462 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,437 shares; 2024Q4: 9,519 shares; 2025Q1: 7,334 shares; 2025Q2: 7,142 shares; 2025Q3: 7,239 shares; 2025Q4: 7,345 shares; 2026Q1: 8,183 shares; 2026Q2: 8,064 shares 8,064 $591K 0.01% -119 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,673 shares; 2025Q4: 17,237 shares; 2026Q1: 3,995 shares; 2026Q2: 5,933 shares 5,933 $591K 0.01% +1,938 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 687 shares 687 $590K 0.01% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,007 shares; 2024Q4: 6,078 shares; 2025Q1: 6,078 shares; 2025Q2: 7,513 shares; 2025Q3: 6,623 shares; 2025Q4: 6,155 shares; 2026Q1: 6,547 shares; 2026Q2: 6,295 shares 6,295 $587K 0.01% -252 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 5,215 shares; 2025Q4: 5,230 shares; 2026Q1: 5,480 shares; 2026Q2: 5,591 shares 5,591 $585K 0.01% +111 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,696 shares; 2024Q4: 17,111 shares; 2025Q1: 17,859 shares; 2025Q2: 17,820 shares; 2025Q3: 16,452 shares; 2025Q4: 16,034 shares; 2026Q1: 16,049 shares; 2026Q2: 16,072 shares 16,072 $585K 0.01% +23 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,892 shares; 2025Q2: 18,545 shares; 2025Q3: 18,760 shares; 2025Q4: 19,055 shares; 2026Q1: 23,342 shares; 2026Q2: 23,196 shares 23,196 $584K 0.01% -146 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,172 shares; 2024Q4: 5,173 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares; 2025Q3: 5,141 shares; 2025Q4: 5,137 shares; 2026Q1: 4,809 shares; 2026Q2: 4,797 shares 4,797 $582K 0.01% -12 Timeline MEAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,552 shares 11,552 $582K 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,498 shares; 2024Q4: 9,523 shares; 2025Q1: 8,568 shares; 2025Q2: 8,459 shares; 2025Q3: 8,719 shares; 2025Q4: 8,211 shares; 2026Q1: 7,026 shares; 2026Q2: 6,998 shares 6,998 $581K 0.01% -28 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 1,755 shares; 2025Q1: 2,027 shares; 2025Q2: 2,176 shares; 2025Q3: 1,974 shares; 2025Q4: 1,958 shares; 2026Q1: 2,059 shares; 2026Q2: 2,270 shares 2,270 $581K 0.01% +211 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,006 shares; 2025Q3: 14,044 shares; 2025Q4: 11,499 shares; 2026Q1: 13,756 shares; 2026Q2: 16,947 shares 16,947 $579K 0.01% +3,191 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: 3,250 shares; 2024Q4: 3,275 shares; 2025Q1: 3,772 shares; 2025Q2: 3,083 shares; 2025Q3: 2,765 shares; 2025Q4: 2,824 shares; 2026Q1: 2,605 shares; 2026Q2: 2,577 shares 2,577 $577K 0.01% -28 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,018 shares; 2026Q2: 3,036 shares 3,036 $576K 0.01% +18 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,253 shares; 2025Q1: 13,150 shares; 2025Q2: 7,795 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,634 shares 6,634 $575K 0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,035 shares; 2024Q4: 7,075 shares; 2025Q1: 7,429 shares; 2025Q2: 5,248 shares; 2025Q3: 8,368 shares; 2025Q4: 7,626 shares; 2026Q1: 7,427 shares; 2026Q2: 7,518 shares 7,518 $574K 0.01% +91 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,903 shares; 2024Q4: 5,916 shares; 2025Q1: 5,761 shares; 2025Q2: 5,766 shares; 2025Q3: 5,639 shares; 2025Q4: 5,294 shares; 2026Q1: 5,394 shares; 2026Q2: 5,040 shares 5,040 $571K 0.01% -354 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,765 shares 4,765 $571K 0.01% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 69,940 shares; 2026Q1: 26,634 shares; 2026Q2: 51,083 shares 51,083 $570K 0.01% +24,449 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,126 shares; 2024Q4: 6,026 shares; 2025Q1: 6,086 shares; 2025Q2: 6,001 shares; 2025Q3: 6,002 shares; 2025Q4: 6,002 shares; 2026Q1: 6,003 shares; 2026Q2: 6,002 shares 6,002 $565K 0.01% -1 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,514 shares; 2025Q4: 43,282 shares; 2026Q1: 43,406 shares; 2026Q2: 40,606 shares 40,606 $564K 0.01% -2,800 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: 4,923 shares; 2024Q4: 4,929 shares; 2025Q1: 6,935 shares; 2025Q2: 10,016 shares; 2025Q3: 10,433 shares; 2025Q4: 10,780 shares; 2026Q1: 10,858 shares; 2026Q2: 10,863 shares 10,863 $564K 0.01% +5 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: 4,997 shares; 2024Q4: 4,391 shares; 2025Q1: 4,641 shares; 2025Q2: 3,952 shares; 2025Q3: 4,445 shares; 2025Q4: 7,433 shares; 2026Q1: 5,995 shares; 2026Q2: 6,989 shares 6,989 $559K 0.01% +994 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,496 shares; 2024Q4: 2,482 shares; 2025Q1: 2,090 shares; 2025Q2: 1,762 shares; 2025Q3: 1,690 shares; 2025Q4: 1,585 shares; 2026Q1: 1,537 shares; 2026Q2: 1,981 shares 1,981 $557K 0.01% +444 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,878 shares; 2024Q4: 77,674 shares; 2025Q1: 67,790 shares; 2025Q2: 42,715 shares; 2025Q3: 21,841 shares; 2025Q4: 13,662 shares; 2026Q1: 13,087 shares; 2026Q2: 11,341 shares 11,341 $556K 0.01% -1,746 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,971 shares; 2024Q4: 31,485 shares; 2025Q1: 5,452 shares; 2025Q2: 5,160 shares; 2025Q3: 7,590 shares; 2025Q4: 9,176 shares; 2026Q1: 4,844 shares; 2026Q2: 4,930 shares 4,930 $555K 0.01% +86 Timeline DFAR 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: 38,566 shares; 2024Q4: 41,905 shares; 2025Q1: 41,843 shares; 2025Q2: 15,656 shares; 2025Q3: 16,113 shares; 2025Q4: 15,443 shares; 2026Q1: 16,040 shares; 2026Q2: 21,167 shares 21,167 $554K 0.01% +5,127 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,635 shares; 2024Q4: 45,355 shares; 2025Q1: 44,495 shares; 2025Q2: 42,150 shares; 2025Q3: 41,660 shares; 2025Q4: 44,500 shares; 2026Q1: 33,156 shares; 2026Q2: 11,388 shares 11,388 $553K 0.01% -21,768 Timeline IBDZ 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: 10,679 shares; 2026Q1: 10,763 shares; 2026Q2: 21,203 shares 21,203 $552K 0.01% +10,440 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 3,323 shares; 2025Q1: 3,200 shares; 2025Q2: 2,801 shares; 2025Q3: 4,097 shares; 2025Q4: 2,498 shares; 2026Q1: 2,664 shares; 2026Q2: 2,152 shares 2,152 $550K 0.01% -512 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,985 shares; 2024Q4: 11,987 shares; 2025Q1: 10,987 shares; 2025Q2: 10,989 shares; 2025Q3: 9,990 shares; 2025Q4: 11,992 shares; 2026Q1: 10,993 shares; 2026Q2: 10,995 shares 10,995 $550K 0.01% +2 Timeline IBHH 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: 20,196 shares; 2026Q1: 23,021 shares; 2026Q2: 23,381 shares 23,381 $549K 0.01% +360 Timeline GSUS 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: 12,269 shares; 2025Q1: 10,637 shares; 2025Q2: 5,471 shares; 2025Q3: 5,475 shares; 2025Q4: 5,309 shares; 2026Q1: 5,313 shares; 2026Q2: 5,317 shares 5,317 $548K 0.01% +4 Timeline BBIN 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: 3,317 shares; 2025Q3: 4,629 shares; 2025Q4: 5,371 shares; 2026Q1: 6,769 shares; 2026Q2: 6,998 shares 6,998 $547K 0.01% +229 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,113 shares 1,113 $546K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,353 shares; 2024Q4: 6,397 shares; 2025Q1: 7,247 shares; 2025Q2: 7,442 shares; 2025Q3: 6,500 shares; 2025Q4: 6,326 shares; 2026Q1: 4,978 shares; 2026Q2: 4,645 shares 4,645 $546K 0.01% -333 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: 295 shares; 2024Q4: 228 shares; 2025Q1: 273 shares; 2025Q2: 238 shares; 2025Q3: 237 shares; 2025Q4: 280 shares; 2026Q1: 308 shares; 2026Q2: 321 shares 321 $545K 0.01% +13 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: 7,165 shares; 2024Q4: 6,726 shares; 2025Q1: 6,876 shares; 2025Q2: 6,806 shares; 2025Q3: 6,727 shares; 2025Q4: 6,732 shares; 2026Q1: 6,507 shares; 2026Q2: 5,941 shares 5,941 $544K 0.01% -566 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: 5,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,023 shares; 2025Q4: 7,866 shares; 2026Q1: 9,922 shares; 2026Q2: 12,319 shares 12,319 $543K 0.01% +2,397 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,414 shares; 2024Q4: 2,879 shares; 2025Q1: 2,750 shares; 2025Q2: 2,492 shares; 2025Q3: 2,367 shares; 2025Q4: 2,580 shares; 2026Q1: 2,834 shares; 2026Q2: 3,420 shares 3,420 $542K 0.01% +586 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: 11,202 shares; 2024Q4: 11,202 shares; 2025Q1: 8,511 shares; 2025Q2: 8,485 shares; 2025Q3: 8,460 shares; 2025Q4: 8,460 shares; 2026Q1: 19,823 shares; 2026Q2: 8,460 shares 8,460 $540K 0.01% -11,363 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,113 shares 1,113 $538K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,536 shares; 2024Q4: 4,484 shares; 2025Q1: 4,458 shares; 2025Q2: 4,504 shares; 2025Q3: 4,503 shares; 2025Q4: 3,947 shares; 2026Q1: 4,034 shares; 2026Q2: 4,077 shares 4,077 $536K 0.01% +43 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,485 shares; 2024Q4: 18,485 shares; 2025Q1: 16,985 shares; 2025Q2: 16,985 shares; 2025Q3: 18,985 shares; 2025Q4: 18,985 shares; 2026Q1: 20,382 shares; 2026Q2: 20,382 shares 20,382 $533K 0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,496 shares; 2025Q3: 7,552 shares; 2025Q4: 7,684 shares; 2026Q1: 7,277 shares; 2026Q2: 9,904 shares 9,904 $533K 0.01% +2,627 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,614 shares; 2025Q3: not reported; 2025Q4: 5,954 shares; 2026Q1: 6,536 shares; 2026Q2: 6,538 shares 6,538 $532K 0.01% +2 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,462 shares; 2024Q4: 2,427 shares; 2025Q1: 2,327 shares; 2025Q2: 2,230 shares; 2025Q3: 2,200 shares; 2025Q4: 2,030 shares; 2026Q1: 2,029 shares; 2026Q2: 1,882 shares 1,882 $527K 0.01% -147 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: 1,959 shares; 2025Q1: 1,966 shares; 2025Q2: 2,085 shares; 2025Q3: 2,102 shares; 2025Q4: 2,079 shares; 2026Q1: 2,257 shares; 2026Q2: 2,297 shares 2,297 $526K 0.01% +40 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,041 shares; 2026Q1: 24,503 shares; 2026Q2: 23,917 shares 23,917 $521K 0.01% -586 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: not reported; 2025Q2: 3,446 shares; 2025Q3: 3,444 shares; 2025Q4: 3,358 shares; 2026Q1: 3,358 shares; 2026Q2: 3,358 shares 3,358 $521K 0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,433 shares; 2024Q4: 5,433 shares; 2025Q1: 5,433 shares; 2025Q2: 5,433 shares; 2025Q3: 5,433 shares; 2025Q4: 5,009 shares; 2026Q1: 5,009 shares; 2026Q2: 5,775 shares 5,775 $518K 0.01% +766 Timeline ISCF 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: 8,547 shares; 2025Q1: 33,794 shares; 2025Q2: 11,849 shares; 2025Q3: 11,949 shares; 2025Q4: 11,949 shares; 2026Q1: 11,949 shares; 2026Q2: 11,949 shares 11,949 $517K 0.01% 0 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: 1,578 shares; 2024Q4: 1,388 shares; 2025Q1: 1,366 shares; 2025Q2: 1,360 shares; 2025Q3: 1,364 shares; 2025Q4: 1,375 shares; 2026Q1: 1,361 shares; 2026Q2: 1,391 shares 1,391 $516K 0.01% +30 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,699 shares; 2024Q4: 9,245 shares; 2025Q1: 9,009 shares; 2025Q2: 7,491 shares; 2025Q3: 10,807 shares; 2025Q4: 12,448 shares; 2026Q1: 13,062 shares; 2026Q2: 13,601 shares 13,601 $516K 0.01% +539 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,587 shares; 2024Q4: 4,719 shares; 2025Q1: 4,404 shares; 2025Q2: 5,445 shares; 2025Q3: 5,814 shares; 2025Q4: 5,609 shares; 2026Q1: 3,952 shares; 2026Q2: 5,396 shares 5,396 $515K 0.01% +1,444 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,562 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares; 2026Q1: 3,365 shares; 2026Q2: 3,365 shares 3,365 $513K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,414 shares; 2024Q4: 10,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,152 shares; 2025Q4: 12,492 shares; 2026Q1: 19,178 shares; 2026Q2: 19,107 shares 19,107 $510K 0.01% -71 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,640 shares; 2026Q1: 11,959 shares; 2026Q2: 18,206 shares 18,206 $507K 0.01% +6,247 Timeline SMOT 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: 16,337 shares; 2026Q2: 13,046 shares 13,046 $507K 0.01% -3,291 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834 shares; 2024Q4: 929 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 911 shares; 2025Q4: 920 shares; 2026Q1: 1,026 shares; 2026Q2: 1,031 shares 1,031 $506K 0.01% +5 Timeline PAPI 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: not reported; 2026Q1: 23,360 shares; 2026Q2: 18,941 shares 18,941 $506K 0.01% -4,419 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,578 shares; 2024Q4: 28,196 shares; 2025Q1: 26,594 shares; 2025Q2: 25,947 shares; 2025Q3: 25,634 shares; 2025Q4: 24,083 shares; 2026Q1: 23,191 shares; 2026Q2: 22,531 shares 22,531 $505K 0.01% -660 Timeline CDC 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: 13,035 shares; 2024Q4: 12,353 shares; 2025Q1: 11,986 shares; 2025Q2: 9,758 shares; 2025Q3: 8,143 shares; 2025Q4: 7,753 shares; 2026Q1: 7,210 shares; 2026Q2: 6,752 shares 6,752 $502K 0.01% -458 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,239 shares; 2024Q4: 2,318 shares; 2025Q1: 1,822 shares; 2025Q2: 1,704 shares; 2025Q3: 1,631 shares; 2025Q4: 2,106 shares; 2026Q1: 2,535 shares; 2026Q2: 2,580 shares 2,580 $498K 0.01% +45 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,409 shares; 2024Q4: 12,435 shares; 2025Q1: 13,488 shares; 2025Q2: 16,703 shares; 2025Q3: 16,336 shares; 2025Q4: 12,414 shares; 2026Q1: 12,201 shares; 2026Q2: 12,114 shares 12,114 $498K 0.01% -87 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,894 shares; 2024Q4: 6,361 shares; 2025Q1: 5,423 shares; 2025Q2: 5,114 shares; 2025Q3: 5,158 shares; 2025Q4: 3,550 shares; 2026Q1: 5,005 shares; 2026Q2: 5,004 shares 5,004 $497K 0.01% -1 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,345 shares; 2024Q4: 13,014 shares; 2025Q1: 14,514 shares; 2025Q2: 14,514 shares; 2025Q3: 13,614 shares; 2025Q4: 11,764 shares; 2026Q1: 11,062 shares; 2026Q2: 9,812 shares 9,812 $494K 0.01% -1,250 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,132 shares; 2024Q4: 9,782 shares; 2025Q1: 9,230 shares; 2025Q2: 8,856 shares; 2025Q3: 8,872 shares; 2025Q4: 8,886 shares; 2026Q1: 13,548 shares; 2026Q2: 9,464 shares 9,464 $494K 0.01% -4,084 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,932 shares; 2024Q4: 4,932 shares; 2025Q1: 5,407 shares; 2025Q2: 5,351 shares; 2025Q3: 5,469 shares; 2025Q4: 4,956 shares; 2026Q1: 4,958 shares; 2026Q2: 4,960 shares 4,960 $490K 0.01% +2 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,227 shares; 2024Q4: 42,755 shares; 2025Q1: not reported; 2025Q2: 3,067 shares; 2025Q3: 3,485 shares; 2025Q4: 6,170 shares; 2026Q1: 6,336 shares; 2026Q2: 5,014 shares 5,014 $490K 0.01% -1,322 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,072 shares; 2024Q4: 4,523 shares; 2025Q1: 4,953 shares; 2025Q2: 4,856 shares; 2025Q3: 5,156 shares; 2025Q4: 5,159 shares; 2026Q1: 4,977 shares; 2026Q2: 5,268 shares 5,268 $488K 0.01% +291 Timeline IBDW 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: 22,681 shares; 2026Q1: 22,852 shares; 2026Q2: 23,121 shares 23,121 $482K 0.01% +269 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,787 shares; 2024Q4: 3,738 shares; 2025Q1: 3,501 shares; 2025Q2: 3,556 shares; 2025Q3: 4,361 shares; 2025Q4: 4,399 shares; 2026Q1: 3,836 shares; 2026Q2: 6,228 shares 6,228 $480K 0.01% +2,392 Timeline SPYX 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: 8,090 shares; 2025Q3: 8,090 shares; 2025Q4: 7,390 shares; 2026Q1: 7,390 shares; 2026Q2: 7,832 shares 7,832 $479K 0.01% +442 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: 1,646 shares; 2024Q4: 4,579 shares; 2025Q1: 2,432 shares; 2025Q2: 2,355 shares; 2025Q3: 2,012 shares; 2025Q4: 2,035 shares; 2026Q1: 2,132 shares; 2026Q2: 2,497 shares 2,497 $476K 0.01% +365 Timeline IYF 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: 3,720 shares; 2026Q2: 3,722 shares 3,722 $475K 0.01% +2 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,470 shares; 2024Q4: 2,968 shares; 2025Q1: 3,037 shares; 2025Q2: 2,585 shares; 2025Q3: 1,759 shares; 2025Q4: 2,485 shares; 2026Q1: 3,213 shares; 2026Q2: 3,136 shares 3,136 $475K 0.01% -77 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,230 shares; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares; 2026Q1: 3,230 shares; 2026Q2: 3,230 shares 3,230 $473K 0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,371 shares; 2025Q3: 12,871 shares; 2025Q4: 12,544 shares; 2026Q1: 13,832 shares; 2026Q2: 19,705 shares 19,705 $473K 0.01% +5,873 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW 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: not reported; 2025Q4: not reported; 2026Q1: 14,953 shares; 2026Q2: 14,953 shares 14,953 $469K 0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,444 shares; 2024Q4: 8,799 shares; 2025Q1: 10,038 shares; 2025Q2: 9,845 shares; 2025Q3: 9,919 shares; 2025Q4: 9,852 shares; 2026Q1: 9,424 shares; 2026Q2: 9,334 shares 9,334 $467K 0.01% -90 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,402 shares; 2025Q2: 13,736 shares; 2025Q3: 17,755 shares; 2025Q4: 19,310 shares; 2026Q1: 19,125 shares; 2026Q2: 29,024 shares 29,024 $464K 0.01% +9,899 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,024 shares; 2024Q4: 35,800 shares; 2025Q1: 21,197 shares; 2025Q2: 12,681 shares; 2025Q3: 12,856 shares; 2025Q4: 12,421 shares; 2026Q1: 13,352 shares; 2026Q2: 9,967 shares 9,967 $464K 0.01% -3,385 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,163 shares; 2025Q4: 2,700 shares; 2026Q1: 2,713 shares; 2026Q2: 2,721 shares 2,721 $461K 0.01% +8 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: 2,305 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 2,982 shares; 2026Q1: 3,313 shares; 2026Q2: 3,338 shares 3,338 $456K 0.01% +25 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,174 shares; 2024Q4: not reported; 2025Q1: 13,132 shares; 2025Q2: 8,049 shares; 2025Q3: 4,000 shares; 2025Q4: 2,150 shares; 2026Q1: 4,548 shares; 2026Q2: 1,910 shares 1,910 $455K 0.01% -2,638 Timeline DFAE 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: 11,613 shares; 2024Q4: 11,805 shares; 2025Q1: 12,043 shares; 2025Q2: 11,587 shares; 2025Q3: 11,483 shares; 2025Q4: 11,385 shares; 2026Q1: 11,342 shares; 2026Q2: 11,288 shares 11,288 $454K 0.01% -54 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,272 shares; 2024Q4: 23,380 shares; 2025Q1: 15,354 shares; 2025Q2: 10,341 shares; 2025Q3: 14,253 shares; 2025Q4: 14,971 shares; 2026Q1: 22,215 shares; 2026Q2: 25,276 shares 25,276 $453K 0.01% +3,061 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,120 shares; 2024Q4: 4,774 shares; 2025Q1: 4,246 shares; 2025Q2: 4,533 shares; 2025Q3: 4,617 shares; 2025Q4: 4,513 shares; 2026Q1: 4,529 shares; 2026Q2: 3,963 shares 3,963 $453K 0.01% -566 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,619 shares; 2024Q4: 31,515 shares; 2025Q1: 31,516 shares; 2025Q2: 31,494 shares; 2025Q3: 32,884 shares; 2025Q4: 5,727 shares; 2026Q1: 5,727 shares; 2026Q2: 5,517 shares 5,517 $452K 0.01% -210 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 10,800 shares; 2025Q1: 11,658 shares; 2025Q2: 9,358 shares; 2025Q3: 9,382 shares; 2025Q4: 9,275 shares; 2026Q1: 9,525 shares; 2026Q2: 9,525 shares 9,525 $451K 0.01% 0 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: 13,617 shares; 2024Q4: 15,578 shares; 2025Q1: 3,535 shares; 2025Q2: 2,013 shares; 2025Q3: 1,458 shares; 2025Q4: 1,538 shares; 2026Q1: 2,046 shares; 2026Q2: 1,266 shares 1,266 $449K 0.01% -780 Timeline XTL 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: 1,801 shares; 2025Q4: 1,809 shares; 2026Q1: 1,863 shares; 2026Q2: 1,960 shares 1,960 $446K 0.01% +97 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 1,503 shares; 2025Q1: 1,507 shares; 2025Q2: 1,511 shares; 2025Q3: 1,517 shares; 2025Q4: 1,523 shares; 2026Q1: 1,800 shares; 2026Q2: 1,567 shares 1,567 $445K 0.01% -233 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,088 shares; 2024Q4: 11,988 shares; 2025Q1: 9,980 shares; 2025Q2: 9,980 shares; 2025Q3: 9,905 shares; 2025Q4: 9,692 shares; 2026Q1: 8,663 shares; 2026Q2: 8,670 shares 8,670 $440K 0.01% +7 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,250 shares; 2024Q4: 20,593 shares; 2025Q1: 11,583 shares; 2025Q2: 1,211 shares; 2025Q3: 1,025 shares; 2025Q4: 907 shares; 2026Q1: 900 shares; 2026Q2: 874 shares 874 $434K 0.01% -26 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: not reported; 2024Q4: not reported; 2025Q1: 11,747 shares; 2025Q2: 11,596 shares; 2025Q3: 8,921 shares; 2025Q4: 13,921 shares; 2026Q1: 14,621 shares; 2026Q2: 14,583 shares 14,583 $433K 0.01% -38 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,520 shares; 2024Q4: 6,496 shares; 2025Q1: 6,550 shares; 2025Q2: 6,593 shares; 2025Q3: 6,317 shares; 2025Q4: 6,287 shares; 2026Q1: 6,311 shares; 2026Q2: 6,502 shares 6,502 $432K 0.01% +191 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,542 shares; 2024Q4: 17,470 shares; 2025Q1: 16,909 shares; 2025Q2: 15,457 shares; 2025Q3: 11,965 shares; 2025Q4: 14,039 shares; 2026Q1: 13,499 shares; 2026Q2: 11,841 shares 11,841 $427K 0.01% -1,658 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 520 shares; 2025Q1: 376 shares; 2025Q2: 387 shares; 2025Q3: 437 shares; 2025Q4: 424 shares; 2026Q1: 385 shares; 2026Q2: 376 shares 376 $426K 0.01% -9 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 1,084 shares; 2025Q1: 1,192 shares; 2025Q2: 916 shares; 2025Q3: 1,359 shares; 2025Q4: 1,364 shares; 2026Q1: 1,339 shares; 2026Q2: 928 shares 928 $426K 0.01% -411 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,808 shares; 2024Q4: 8,177 shares; 2025Q1: not reported; 2025Q2: 5,158 shares; 2025Q3: 4,639 shares; 2025Q4: 4,980 shares; 2026Q1: 6,514 shares; 2026Q2: 6,754 shares 6,754 $423K 0.01% +240 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,225 shares; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: 913 shares; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 775 shares 775 $421K 0.01% +12 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,384 shares; 2025Q1: 2,742 shares; 2025Q2: 3,116 shares; 2025Q3: 3,111 shares; 2025Q4: 3,274 shares; 2026Q1: 3,234 shares; 2026Q2: 3,305 shares 3,305 $421K 0.01% +71 Timeline ROBT 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: 4,979 shares; 2025Q3: 4,663 shares; 2025Q4: 5,951 shares; 2026Q1: 7,180 shares; 2026Q2: 7,481 shares 7,481 $420K 0.01% +301 Timeline FPXI 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: 6,950 shares; 2025Q3: 7,970 shares; 2025Q4: 5,555 shares; 2026Q1: 4,560 shares; 2026Q2: 5,010 shares 5,010 $420K 0.01% +450 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,039 shares; 2024Q4: 3,917 shares; 2025Q1: 3,489 shares; 2025Q2: 3,229 shares; 2025Q3: 2,233 shares; 2025Q4: 2,094 shares; 2026Q1: 1,330 shares; 2026Q2: 1,084 shares 1,084 $419K 0.01% -246 Timeline IVOO 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: 7,457 shares; 2024Q4: 7,457 shares; 2025Q1: 7,866 shares; 2025Q2: 3,291 shares; 2025Q3: 3,291 shares; 2025Q4: 3,207 shares; 2026Q1: 3,211 shares; 2026Q2: 3,211 shares 3,211 $419K 0.01% 0 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,650 shares 8,650 $419K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,929 shares; 2024Q4: 22,591 shares; 2025Q1: 22,159 shares; 2025Q2: 1,882 shares; 2025Q3: 1,904 shares; 2025Q4: 1,834 shares; 2026Q1: 2,685 shares; 2026Q2: 1,750 shares 1,750 $418K 0.01% -935 Timeline FYX 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: 3,335 shares; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 2,883 shares; 2025Q3: 2,884 shares; 2025Q4: 2,885 shares; 2026Q1: 2,886 shares; 2026Q2: 2,888 shares 2,888 $417K 0.01% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,679 shares; 2026Q2: 16,619 shares 16,619 $416K 0.01% -60 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,022 shares; 2024Q4: 49,628 shares; 2025Q1: 18,099 shares; 2025Q2: 17,460 shares; 2025Q3: 17,442 shares; 2025Q4: 15,168 shares; 2026Q1: 13,016 shares; 2026Q2: 12,778 shares 12,778 $414K 0.01% -238 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,390 shares; 2026Q2: 7,446 shares 7,446 $414K 0.01% +56 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: 2,942 shares; 2026Q1: 4,006 shares; 2026Q2: 3,564 shares 3,564 $413K 0.01% -442 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,134 shares; 2024Q4: 4,200 shares; 2025Q1: 4,203 shares; 2025Q2: 3,569 shares; 2025Q3: 3,465 shares; 2025Q4: 3,475 shares; 2026Q1: 3,469 shares; 2026Q2: 3,474 shares 3,474 $411K 0.01% +5 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 3,326 shares; 2025Q4: 3,606 shares; 2026Q1: 3,975 shares; 2026Q2: 4,590 shares 4,590 $411K 0.01% +615 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 53 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $409K 0.01% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,516 shares 10,516 $406K 0.01% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,260 shares; 2024Q4: 4,270 shares; 2025Q1: 4,260 shares; 2025Q2: 4,260 shares; 2025Q3: 3,117 shares; 2025Q4: 6,004 shares; 2026Q1: 6,004 shares; 2026Q2: 6,004 shares 6,004 $405K 0.01% 0 Timeline TUSI 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: not reported; 2026Q2: 16,000 shares 16,000 $404K 0.01% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,408 shares; 2024Q4: 4,955 shares; 2025Q1: 4,913 shares; 2025Q2: 2,734 shares; 2025Q3: 2,684 shares; 2025Q4: 2,616 shares; 2026Q1: 2,601 shares; 2026Q2: 2,214 shares 2,214 $404K 0.01% -387 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,864 shares; 2024Q4: 6,864 shares; 2025Q1: 6,964 shares; 2025Q2: 6,964 shares; 2025Q3: 6,864 shares; 2025Q4: 8,839 shares; 2026Q1: 10,864 shares; 2026Q2: 10,937 shares 10,937 $403K 0.01% +73 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,407 shares; 2026Q2: 8,469 shares 8,469 $402K 0.01% +62 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 181 shares; 2025Q1: 187 shares; 2025Q2: 3,187 shares; 2025Q3: 3,961 shares; 2025Q4: 4,640 shares; 2026Q1: 4,502 shares; 2026Q2: 4,365 shares 4,365 $402K 0.01% -137 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: 5,660 shares; 2024Q4: 6,260 shares; 2025Q1: not reported; 2025Q2: 4,178 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,145 shares; 2026Q2: 5,318 shares 5,318 $401K 0.01% -827 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,487 shares; 2024Q4: 4,382 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,184 shares; 2026Q2: 3,266 shares 3,266 $400K 0.01% +82 Timeline SPLV 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: 5,638 shares; 2024Q4: 5,891 shares; 2025Q1: 6,061 shares; 2025Q2: 5,853 shares; 2025Q3: 5,879 shares; 2025Q4: 5,807 shares; 2026Q1: 5,932 shares; 2026Q2: 5,270 shares 5,270 $395K 0.01% -662 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,926 shares; 2024Q4: 8,959 shares; 2025Q1: 8,485 shares; 2025Q2: 8,515 shares; 2025Q3: 8,546 shares; 2025Q4: 10,207 shares; 2026Q1: 10,238 shares; 2026Q2: 10,272 shares 10,272 $394K 0.01% +34 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,822 shares; 2024Q4: 2,906 shares; 2025Q1: 3,441 shares; 2025Q2: 2,758 shares; 2025Q3: 2,802 shares; 2025Q4: 2,750 shares; 2026Q1: 2,803 shares; 2026Q2: 2,764 shares 2,764 $393K 0.01% -39 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,378 shares; 2024Q4: not reported; 2025Q1: 7,125 shares; 2025Q2: 7,238 shares; 2025Q3: 8,129 shares; 2025Q4: 7,714 shares; 2026Q1: 7,726 shares; 2026Q2: 7,731 shares 7,731 $392K 0.01% +5 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: 3,504 shares; 2026Q2: 4,261 shares 4,261 $391K 0.01% +757 Timeline TFLR 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: 7,031 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,833 shares; 2026Q1: 7,514 shares; 2026Q2: 7,726 shares 7,726 $389K 0.01% +212 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,608 shares; 2024Q4: 19,608 shares; 2025Q1: 31,627 shares; 2025Q2: 26,017 shares; 2025Q3: 22,601 shares; 2025Q4: 21,048 shares; 2026Q1: 17,116 shares; 2026Q2: 17,116 shares 17,116 $388K 0.01% 0 Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,191 shares; 2025Q2: 12,406 shares; 2025Q3: 13,406 shares; 2025Q4: 13,228 shares; 2026Q1: 19,097 shares; 2026Q2: 21,421 shares 21,421 $386K 0.01% +2,324 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 104,335 shares; 2025Q1: 87,817 shares; 2025Q2: 74,147 shares; 2025Q3: 51,140 shares; 2025Q4: 24,308 shares; 2026Q1: 14,798 shares; 2026Q2: 13,143 shares 13,143 $385K 0.01% -1,655 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,663 shares; 2025Q2: 2,997 shares; 2025Q3: 3,156 shares; 2025Q4: 2,862 shares; 2026Q1: 2,557 shares; 2026Q2: 2,484 shares 2,484 $385K 0.01% -73 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: not reported; 2026Q1: not reported; 2026Q2: 13,438 shares 13,438 $384K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,720 shares; 2025Q4: 3,742 shares; 2026Q1: 4,557 shares; 2026Q2: 4,564 shares 4,564 $380K 0.01% +7 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 71,907 shares; 2025Q3: 71,996 shares; 2025Q4: 73,049 shares; 2026Q1: 79,739 shares; 2026Q2: 5,412 shares 5,412 $380K 0.01% -74,327 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,101 shares; 2025Q1: 25,133 shares; 2025Q2: 25,173 shares; 2025Q3: 25,673 shares; 2025Q4: 25,640 shares; 2026Q1: 25,640 shares; 2026Q2: 25,840 shares 25,840 $377K 0.01% +200 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,160 shares; 2024Q4: 4,925 shares; 2025Q1: 4,767 shares; 2025Q2: 4,613 shares; 2025Q3: 3,986 shares; 2025Q4: 5,005 shares; 2026Q1: 5,481 shares; 2026Q2: 5,059 shares 5,059 $376K 0.01% -422 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,161 shares; 2024Q4: 5,274 shares; 2025Q1: 5,138 shares; 2025Q2: 5,032 shares; 2025Q3: 5,062 shares; 2025Q4: 5,238 shares; 2026Q1: 5,372 shares; 2026Q2: 5,153 shares 5,153 $376K 0.01% -219 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,269 shares; 2025Q1: 2,862 shares; 2025Q2: not reported; 2025Q3: 2,253 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,955 shares 2,955 $375K 0.01% new Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,387 shares; 2025Q3: 8,383 shares; 2025Q4: 6,327 shares; 2026Q1: 7,401 shares; 2026Q2: 8,767 shares 8,767 $375K 0.01% +1,366 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,762 shares; 2024Q4: 3,859 shares; 2025Q1: 3,854 shares; 2025Q2: 3,621 shares; 2025Q3: 3,547 shares; 2025Q4: 3,501 shares; 2026Q1: 3,306 shares; 2026Q2: 3,186 shares 3,186 $374K 0.01% -120 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,007 shares; 2024Q4: 23,839 shares; 2025Q1: 21,106 shares; 2025Q2: 17,445 shares; 2025Q3: 16,433 shares; 2025Q4: 13,650 shares; 2026Q1: 9,895 shares; 2026Q2: 8,630 shares 8,630 $368K 0.01% -1,265 Timeline ETHB ISHARES STAKED ETHEREUM TR E More: the full row for ISHARES STAKED ETHEREUM TR E Quarterly shares; 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: 18,237 shares; 2026Q2: 18,114 shares 18,114 $368K 0.01% -123 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,103 shares; 2024Q4: 12,043 shares; 2025Q1: 10,564 shares; 2025Q2: 8,087 shares; 2025Q3: 7,577 shares; 2025Q4: 8,401 shares; 2026Q1: 5,405 shares; 2026Q2: 4,537 shares 4,537 $359K 0.01% -868 Timeline AVLC 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: 3,968 shares; 2026Q1: 3,973 shares; 2026Q2: 3,982 shares 3,982 $358K 0.01% +9 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,956 shares; 2025Q3: 7,931 shares; 2025Q4: 5,969 shares; 2026Q1: 7,032 shares; 2026Q2: 8,370 shares 8,370 $358K 0.01% +1,338 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: 3,046 shares; 2024Q4: 3,194 shares; 2025Q1: 2,980 shares; 2025Q2: 2,584 shares; 2025Q3: 2,469 shares; 2025Q4: 2,522 shares; 2026Q1: 2,439 shares; 2026Q2: 2,452 shares 2,452 $355K 0.01% +13 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,071 shares; 2024Q4: 1,071 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 898 shares; 2025Q4: 853 shares; 2026Q1: 853 shares; 2026Q2: 853 shares 853 $354K 0.01% 0 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,759 shares 6,759 $353K 0.01% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,787 shares; 2026Q1: 6,781 shares; 2026Q2: 6,781 shares 6,781 $351K 0.01% 0 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; 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: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $350K 0.01% 0 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,442 shares 5,442 $344K 0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388 shares; 2024Q4: 1,834 shares; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,390 shares; 2025Q4: 1,380 shares; 2026Q1: 1,753 shares; 2026Q2: 1,825 shares 1,825 $341K 0.01% +72 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 2,258 shares 2,258 $341K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169 shares 169 $335K 0.01% new Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,388 shares 6,388 $335K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,514 shares; 2025Q3: 10,960 shares; 2025Q4: 14,328 shares; 2026Q1: 15,107 shares; 2026Q2: 14,953 shares 14,953 $334K 0.01% -154 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,971 shares; 2024Q4: 1,958 shares; 2025Q1: 1,960 shares; 2025Q2: 2,677 shares; 2025Q3: 2,682 shares; 2025Q4: 2,240 shares; 2026Q1: 1,978 shares; 2026Q2: 1,980 shares 1,980 $330K 0.01% +2 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: 2,693 shares; 2024Q4: 3,163 shares; 2025Q1: 3,013 shares; 2025Q2: 2,645 shares; 2025Q3: 2,677 shares; 2025Q4: 2,598 shares; 2026Q1: 2,593 shares; 2026Q2: 2,593 shares 2,593 $330K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,604 shares; 2024Q4: 4,491 shares; 2025Q1: 4,633 shares; 2025Q2: 4,298 shares; 2025Q3: 5,672 shares; 2025Q4: 5,395 shares; 2026Q1: 5,610 shares; 2026Q2: 4,814 shares 4,814 $329K 0.01% -796 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,790 shares; 2025Q2: 3,790 shares; 2025Q3: 4,735 shares; 2025Q4: 4,960 shares; 2026Q1: 5,539 shares; 2026Q2: 5,299 shares 5,299 $329K 0.01% -240 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,388 shares; 2026Q1: 6,281 shares; 2026Q2: 6,223 shares 6,223 $326K 0.01% -58 Timeline TCHP 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: 7,910 shares; 2025Q2: 6,356 shares; 2025Q3: 6,216 shares; 2025Q4: 6,416 shares; 2026Q1: 6,641 shares; 2026Q2: 6,516 shares 6,516 $326K 0.01% -125 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: 17,269 shares; 2024Q4: 15,149 shares; 2025Q1: 13,250 shares; 2025Q2: 12,679 shares; 2025Q3: 14,062 shares; 2025Q4: 4,095 shares; 2026Q1: 3,891 shares; 2026Q2: 4,223 shares 4,223 $325K 0.01% +332 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,245 shares; 2026Q1: 11,697 shares; 2026Q2: 20,467 shares 20,467 $325K 0.01% +8,770 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,147 shares; 2024Q4: 16,722 shares; 2025Q1: 16,908 shares; 2025Q2: 16,329 shares; 2025Q3: 15,950 shares; 2025Q4: 9,032 shares; 2026Q1: 6,072 shares; 2026Q2: 3,982 shares 3,982 $325K 0.01% -2,090 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,487 shares; 2024Q4: 6,031 shares; 2025Q1: 6,042 shares; 2025Q2: 5,426 shares; 2025Q3: 5,452 shares; 2025Q4: 5,166 shares; 2026Q1: 5,165 shares; 2026Q2: 5,138 shares 5,138 $322K 0.01% -27 Timeline BBMC 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: 2,011 shares; 2025Q4: 1,949 shares; 2026Q1: 2,493 shares; 2026Q2: 2,496 shares 2,496 $317K 0.01% +3 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,886 shares; 2024Q4: 126,435 shares; 2025Q1: 152,085 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,341 shares; 2026Q1: 9,092 shares; 2026Q2: 9,330 shares 9,330 $317K 0.01% +238 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,792 shares; 2024Q4: 188,286 shares; 2025Q1: 188,895 shares; 2025Q2: 3,001 shares; 2025Q3: 3,350 shares; 2025Q4: 3,180 shares; 2026Q1: 3,202 shares; 2026Q2: 3,280 shares 3,280 $316K <0.01% +78 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,229 shares; 2024Q4: 5,709 shares; 2025Q1: 5,632 shares; 2025Q2: 5,204 shares; 2025Q3: 5,171 shares; 2025Q4: 5,126 shares; 2026Q1: 5,524 shares; 2026Q2: 6,351 shares 6,351 $316K <0.01% +827 Timeline ATI ATI INC More: the full row for ATI 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: 1,593 shares 1,593 $314K <0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 500 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 500 shares; 2025Q4: 599 shares; 2026Q1: 580 shares; 2026Q2: 594 shares 594 $312K <0.01% +14 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,113 shares; 2024Q4: 8,076 shares; 2025Q1: 8,039 shares; 2025Q2: 5,506 shares; 2025Q3: 5,436 shares; 2025Q4: 5,363 shares; 2026Q1: 5,423 shares; 2026Q2: 5,534 shares 5,534 $312K <0.01% +111 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,320 shares; 2024Q4: 3,845 shares; 2025Q1: 4,036 shares; 2025Q2: 3,533 shares; 2025Q3: 3,528 shares; 2025Q4: 4,829 shares; 2026Q1: 5,119 shares; 2026Q2: 4,857 shares 4,857 $311K <0.01% -262 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 1,870 shares; 2025Q1: 1,810 shares; 2025Q2: 1,838 shares; 2025Q3: 1,828 shares; 2025Q4: 1,977 shares; 2026Q1: 1,969 shares; 2026Q2: 1,983 shares 1,983 $310K <0.01% +14 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,240 shares; 2024Q4: 19,251 shares; 2025Q1: 19,142 shares; 2025Q2: 20,042 shares; 2025Q3: 19,721 shares; 2025Q4: 18,421 shares; 2026Q1: 18,410 shares; 2026Q2: 17,033 shares 17,033 $309K <0.01% -1,377 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,900 shares; 2024Q4: 16,539 shares; 2025Q1: 19,275 shares; 2025Q2: 16,334 shares; 2025Q3: 16,552 shares; 2025Q4: 18,201 shares; 2026Q1: 16,588 shares; 2026Q2: 16,614 shares 16,614 $308K <0.01% +26 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 2,553 shares; 2026Q2: 2,654 shares 2,654 $305K <0.01% +101 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: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,320 shares; 2026Q1: 7,320 shares; 2026Q2: 7,320 shares 7,320 $305K <0.01% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,869 shares; 2026Q1: not reported; 2026Q2: 10,993 shares 10,993 $304K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,134 shares; 2024Q4: 5,174 shares; 2025Q1: 5,779 shares; 2025Q2: 5,289 shares; 2025Q3: 5,296 shares; 2025Q4: 5,558 shares; 2026Q1: not reported; 2026Q2: 2,935 shares 2,935 $304K <0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,112 shares; 2024Q4: 3,928 shares; 2025Q1: 3,822 shares; 2025Q2: 3,446 shares; 2025Q3: 2,876 shares; 2025Q4: 2,858 shares; 2026Q1: 2,804 shares; 2026Q2: 2,798 shares 2,798 $302K <0.01% -6 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,302 shares; 2024Q4: 8,318 shares; 2025Q1: 8,442 shares; 2025Q2: 8,449 shares; 2025Q3: 8,474 shares; 2025Q4: 8,484 shares; 2026Q1: 8,491 shares; 2026Q2: 8,499 shares 8,499 $300K <0.01% +8 Timeline IBDX 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: 11,675 shares; 2026Q1: 11,767 shares; 2026Q2: 11,909 shares 11,909 $300K <0.01% +142 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,883 shares; 2024Q4: 5,889 shares; 2025Q1: 5,357 shares; 2025Q2: 5,371 shares; 2025Q3: 5,239 shares; 2025Q4: 5,239 shares; 2026Q1: 5,239 shares; 2026Q2: 5,251 shares 5,251 $299K <0.01% +12 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: 5,758 shares; 2024Q4: 5,190 shares; 2025Q1: 4,901 shares; 2025Q2: 4,614 shares; 2025Q3: 4,528 shares; 2025Q4: 3,934 shares; 2026Q1: 3,972 shares; 2026Q2: 4,009 shares 4,009 $299K <0.01% +37 Timeline DFIP 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: 16,280 shares; 2024Q4: 19,766 shares; 2025Q1: 19,408 shares; 2025Q2: 7,933 shares; 2025Q3: 7,922 shares; 2025Q4: 7,298 shares; 2026Q1: 7,245 shares; 2026Q2: 7,227 shares 7,227 $298K <0.01% -18 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,349 shares; 2024Q4: 10,604 shares; 2025Q1: 10,321 shares; 2025Q2: 10,346 shares; 2025Q3: 7,783 shares; 2025Q4: 7,113 shares; 2026Q1: 6,813 shares; 2026Q2: 6,475 shares 6,475 $298K <0.01% -338 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,067 shares; 2024Q4: 14,882 shares; 2025Q1: 14,582 shares; 2025Q2: 14,711 shares; 2025Q3: 10,892 shares; 2025Q4: 10,882 shares; 2026Q1: 10,483 shares; 2026Q2: 10,485 shares 10,485 $294K <0.01% +2 Timeline IBDY 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: 11,160 shares; 2026Q1: 11,248 shares; 2026Q2: 11,384 shares 11,384 $293K <0.01% +136 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,621 shares; 2026Q2: 6,380 shares 6,380 $292K <0.01% -241 Timeline HSCZ 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: 6,769 shares; 2025Q3: 7,338 shares; 2025Q4: 7,338 shares; 2026Q1: 6,769 shares; 2026Q2: 6,769 shares 6,769 $291K <0.01% 0 Timeline ARKF 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: 7,180 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 6,965 shares; 2025Q3: 6,965 shares; 2025Q4: 6,965 shares; 2026Q1: 7,165 shares; 2026Q2: 7,265 shares 7,265 $287K <0.01% +100 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,067 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,067 shares; 2025Q3: 3,658 shares; 2025Q4: 3,658 shares; 2026Q1: 3,364 shares; 2026Q2: 3,364 shares 3,364 $287K <0.01% 0 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: not reported; 2026Q1: not reported; 2026Q2: 1,525 shares 1,525 $285K <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 192 shares; 2026Q2: 206 shares 206 $284K <0.01% +14 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,632 shares; 2025Q3: 60,743 shares; 2025Q4: not reported; 2026Q1: 5,415 shares; 2026Q2: 7,736 shares 7,736 $284K <0.01% +2,321 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,573 shares; 2024Q4: 3,254 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,762 shares; 2026Q1: 2,676 shares; 2026Q2: 1,938 shares 1,938 $283K <0.01% -738 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058 shares; 2024Q4: 2,193 shares; 2025Q1: 2,078 shares; 2025Q2: 1,976 shares; 2025Q3: 1,922 shares; 2025Q4: 2,020 shares; 2026Q1: not reported; 2026Q2: 2,867 shares 2,867 $282K <0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,807 shares; 2025Q3: 2,808 shares; 2025Q4: 2,756 shares; 2026Q1: 2,740 shares; 2026Q2: 2,535 shares 2,535 $282K <0.01% -205 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL 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: 5,967 shares 5,967 $281K <0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,101 shares; 2025Q1: not reported; 2025Q2: 3,568 shares; 2025Q3: 3,633 shares; 2025Q4: 3,666 shares; 2026Q1: 3,666 shares; 2026Q2: 3,695 shares 3,695 $281K <0.01% +29 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,781 shares 3,781 $279K <0.01% new Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,235 shares; 2025Q3: 6,741 shares; 2025Q4: not reported; 2026Q1: 6,891 shares; 2026Q2: 6,691 shares 6,691 $278K <0.01% -200 Timeline XSD 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: 873 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444 shares 444 $277K <0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,482 shares; 2025Q1: 1,472 shares; 2025Q2: 1,483 shares; 2025Q3: 1,489 shares; 2025Q4: 1,527 shares; 2026Q1: 1,799 shares; 2026Q2: 1,797 shares 1,797 $277K <0.01% -2 Timeline WTV 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: 3,836 shares; 2025Q2: 3,902 shares; 2025Q3: 3,636 shares; 2025Q4: 3,033 shares; 2026Q1: 8,290 shares; 2026Q2: 2,724 shares 2,724 $277K <0.01% -5,566 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; 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: 5,008 shares; 2026Q1: 7,155 shares; 2026Q2: 7,350 shares 7,350 $276K <0.01% +195 Timeline SKYY 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: 2,108 shares; 2025Q2: 1,781 shares; 2025Q3: 2,021 shares; 2025Q4: 2,340 shares; 2026Q1: 1,933 shares; 2026Q2: 2,051 shares 2,051 $276K <0.01% +118 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,461 shares; 2024Q4: 30,507 shares; 2025Q1: 30,507 shares; 2025Q2: 29,707 shares; 2025Q3: 30,477 shares; 2025Q4: 23,751 shares; 2026Q1: 19,240 shares; 2026Q2: 26,238 shares 26,238 $275K <0.01% +6,998 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: not reported; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,610 shares; 2025Q3: 2,618 shares; 2025Q4: 2,626 shares; 2026Q1: 2,632 shares; 2026Q2: 2,638 shares 2,638 $273K <0.01% +6 Timeline RWK 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: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: 1,856 shares; 2026Q2: 1,856 shares 1,856 $271K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,911 shares; 2024Q4: 6,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,962 shares; 2026Q2: 3,884 shares 3,884 $270K <0.01% -78 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,032 shares 1,032 $269K <0.01% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,749 shares; 2024Q4: 7,144 shares; 2025Q1: 6,838 shares; 2025Q2: 6,615 shares; 2025Q3: 6,525 shares; 2025Q4: 6,650 shares; 2026Q1: 6,359 shares; 2026Q2: 6,171 shares 6,171 $269K <0.01% -188 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,720 shares; 2025Q1: 21,879 shares; 2025Q2: 5,806 shares; 2025Q3: 5,744 shares; 2025Q4: 4,600 shares; 2026Q1: 3,976 shares; 2026Q2: 3,553 shares 3,553 $267K <0.01% -423 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,272 shares; 2024Q4: 2,273 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,155 shares; 2025Q4: 2,155 shares; 2026Q1: 2,220 shares; 2026Q2: 2,220 shares 2,220 $265K <0.01% 0 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE 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: not reported; 2026Q1: 4,516 shares; 2026Q2: 4,516 shares 4,516 $264K <0.01% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,521 shares; 2026Q1: 2,902 shares; 2026Q2: 2,834 shares 2,834 $264K <0.01% -68 Timeline VIOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,724 shares; 2025Q4: 1,733 shares; 2026Q1: 1,712 shares; 2026Q2: 1,715 shares 1,715 $263K <0.01% +3 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: 1,170 shares; 2025Q1: not reported; 2025Q2: 4,808 shares; 2025Q3: 5,128 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,011 shares 3,011 $262K <0.01% new Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,044 shares; 2024Q4: 8,070 shares; 2025Q1: 6,483 shares; 2025Q2: 6,487 shares; 2025Q3: 6,489 shares; 2025Q4: 6,446 shares; 2026Q1: 6,449 shares; 2026Q2: 4,684 shares 4,684 $262K <0.01% -1,765 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,066 shares; 2026Q2: 1,080 shares 1,080 $260K <0.01% +14 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,136 shares; 2026Q1: 6,403 shares; 2026Q2: 6,405 shares 6,405 $259K <0.01% +2 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,137 shares; 2025Q1: 6,322 shares; 2025Q2: 4,253 shares; 2025Q3: not reported; 2025Q4: 1,859 shares; 2026Q1: not reported; 2026Q2: 1,902 shares 1,902 $258K <0.01% new Timeline QFLR 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: not reported; 2026Q1: 6,329 shares; 2026Q2: 7,071 shares 7,071 $258K <0.01% +742 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: 54,565 shares; 2024Q4: 53,780 shares; 2025Q1: 53,780 shares; 2025Q2: 51,789 shares; 2025Q3: 51,602 shares; 2025Q4: 2,366 shares; 2026Q1: 2,508 shares; 2026Q2: 2,497 shares 2,497 $258K <0.01% -11 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 995 shares; 2025Q4: 635 shares; 2026Q1: 631 shares; 2026Q2: 650 shares 650 $258K <0.01% +19 Timeline FELG 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: 13,932 shares; 2025Q2: 14,217 shares; 2025Q3: 14,054 shares; 2025Q4: 13,903 shares; 2026Q1: not reported; 2026Q2: 5,864 shares 5,864 $257K <0.01% new Timeline ACYQ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,630 shares 12,630 $256K <0.01% new Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,912 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,469 shares 1,469 $252K <0.01% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares 660 $251K <0.01% new Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 992 shares; 2025Q1: 1,132 shares; 2025Q2: 1,192 shares; 2025Q3: 1,217 shares; 2025Q4: 1,317 shares; 2026Q1: 1,317 shares; 2026Q2: 1,417 shares 1,417 $251K <0.01% +100 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,837 shares; 2024Q4: 9,620 shares; 2025Q1: 1,258 shares; 2025Q2: 705 shares; 2025Q3: 526 shares; 2025Q4: 502 shares; 2026Q1: 649 shares; 2026Q2: 562 shares 562 $251K <0.01% -87 Timeline MPLX MPLX LP More: the full row for MPLX 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: 5,988 shares; 2026Q2: 4,445 shares 4,445 $251K <0.01% -1,543 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,709 shares 4,709 $250K <0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,456 shares 2,456 $249K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,935 shares; 2024Q4: 7,267 shares; 2025Q1: 8,080 shares; 2025Q2: 7,555 shares; 2025Q3: 7,306 shares; 2025Q4: 7,309 shares; 2026Q1: 6,309 shares; 2026Q2: 6,490 shares 6,490 $247K <0.01% +181 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,103 shares; 2024Q4: 4,162 shares; 2025Q1: 3,669 shares; 2025Q2: 3,714 shares; 2025Q3: 3,716 shares; 2025Q4: 3,641 shares; 2026Q1: 2,194 shares; 2026Q2: 2,196 shares 2,196 $247K <0.01% +2 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: 7,303 shares; 2024Q4: 6,211 shares; 2025Q1: 7,966 shares; 2025Q2: 6,331 shares; 2025Q3: 5,626 shares; 2025Q4: 5,396 shares; 2026Q1: 5,046 shares; 2026Q2: 5,711 shares 5,711 $247K <0.01% +665 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,528 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,640 shares; 2026Q2: 3,661 shares 3,661 $247K <0.01% +21 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,325 shares; 2026Q2: 1,332 shares 1,332 $246K <0.01% +7 Timeline FNK 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: 3,925 shares; 2024Q4: 3,982 shares; 2025Q1: 3,983 shares; 2025Q2: 3,985 shares; 2025Q3: 3,986 shares; 2025Q4: 3,986 shares; 2026Q1: 3,988 shares; 2026Q2: 3,989 shares 3,989 $244K <0.01% +1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 706 shares; 2026Q1: 814 shares; 2026Q2: 773 shares 773 $244K <0.01% -41 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,472 shares; 2025Q4: 4,472 shares; 2026Q1: 5,602 shares; 2026Q2: 4,462 shares 4,462 $244K <0.01% -1,140 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,724 shares; 2025Q3: 1,724 shares; 2025Q4: 1,724 shares; 2026Q1: 1,724 shares; 2026Q2: 1,734 shares 1,734 $243K <0.01% +10 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,067 shares; 2026Q2: 2,382 shares 2,382 $243K <0.01% +315 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; 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: 891 shares; 2026Q2: 899 shares 899 $242K <0.01% +8 Timeline QMAG 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: 9,535 shares; 2025Q4: 9,535 shares; 2026Q1: 9,535 shares; 2026Q2: 9,535 shares 9,535 $242K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,849 shares; 2026Q1: 6,422 shares; 2026Q2: 6,319 shares 6,319 $242K <0.01% -103 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares; 2026Q2: 2,364 shares 2,364 $242K <0.01% -19 Timeline EDOW 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: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,544 shares; 2026Q1: 5,460 shares; 2026Q2: 5,460 shares 5,460 $241K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,155 shares; 2026Q2: 1,156 shares 1,156 $241K <0.01% +1 Timeline MDIV 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: 12,305 shares; 2026Q1: 14,465 shares; 2026Q2: 14,533 shares 14,533 $240K <0.01% +68 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,627 shares; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 2,831 shares; 2025Q4: 1,550 shares; 2026Q1: 1,530 shares; 2026Q2: 1,503 shares 1,503 $238K <0.01% -27 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $238K <0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 369 shares; 2026Q2: 369 shares 369 $237K <0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 1,043 shares; 2026Q1: 982 shares; 2026Q2: 540 shares 540 $236K <0.01% -442 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 477 shares; 2025Q1: 575 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares 379 $236K <0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,310 shares; 2025Q4: not reported; 2026Q1: 5,988 shares; 2026Q2: 5,944 shares 5,944 $235K <0.01% -44 Timeline KBWP 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: 2,316 shares; 2024Q4: 2,307 shares; 2025Q1: 2,104 shares; 2025Q2: 2,083 shares; 2025Q3: 2,107 shares; 2025Q4: 2,456 shares; 2026Q1: 1,930 shares; 2026Q2: 1,843 shares 1,843 $234K <0.01% -87 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,710 shares; 2024Q4: 6,324 shares; 2025Q1: 5,817 shares; 2025Q2: 5,942 shares; 2025Q3: 5,659 shares; 2025Q4: 5,457 shares; 2026Q1: 5,478 shares; 2026Q2: 5,095 shares 5,095 $232K <0.01% -383 Timeline AXGN AXOGEN INC More: the full row for AXOGEN 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: 5,020 shares 5,020 $232K <0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,146 shares; 2026Q2: 4,307 shares 4,307 $231K <0.01% +161 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,759 shares; 2024Q4: 16,347 shares; 2025Q1: 2,883 shares; 2025Q2: 2,433 shares; 2025Q3: 3,913 shares; 2025Q4: 1,370 shares; 2026Q1: 1,239 shares; 2026Q2: 1,003 shares 1,003 $230K <0.01% -236 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,274 shares 2,274 $230K <0.01% new Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,127 shares; 2026Q1: 5,007 shares; 2026Q2: 4,306 shares 4,306 $230K <0.01% -701 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; 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: 13,832 shares; 2026Q2: 12,332 shares 12,332 $230K <0.01% -1,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,507 shares 4,507 $229K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,171 shares; 2024Q4: 11,348 shares; 2025Q1: 10,461 shares; 2025Q2: 9,792 shares; 2025Q3: 10,152 shares; 2025Q4: 9,902 shares; 2026Q1: not reported; 2026Q2: 10,462 shares 10,462 $229K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 4,787 shares; 2026Q2: 3,208 shares 3,208 $229K <0.01% -1,579 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,028 shares; 2026Q1: 4,078 shares; 2026Q2: 4,077 shares 4,077 $229K <0.01% -1 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,453 shares; 2025Q4: 10,793 shares; 2026Q1: not reported; 2026Q2: 11,860 shares 11,860 $229K <0.01% new Timeline IGF 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: 3,422 shares 3,422 $228K <0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,145 shares; 2025Q2: 18,088 shares; 2025Q3: 18,495 shares; 2025Q4: 17,950 shares; 2026Q1: 18,402 shares; 2026Q2: 18,895 shares 18,895 $227K <0.01% +493 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,420 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,420 shares 3,420 $227K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,251 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,951 shares; 2026Q2: 12,565 shares 12,565 $225K <0.01% -386 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,935 shares; 2025Q1: 6,935 shares; 2025Q2: 7,076 shares; 2025Q3: 7,068 shares; 2025Q4: 7,060 shares; 2026Q1: 6,760 shares; 2026Q2: 6,600 shares 6,600 $225K <0.01% -160 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,591 shares 6,591 $225K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,017 shares; 2026Q2: 769 shares 769 $224K <0.01% -248 Timeline SCHO 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: 10,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,206 shares; 2025Q4: 9,212 shares; 2026Q1: 9,212 shares; 2026Q2: 9,256 shares 9,256 $224K <0.01% +44 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,334 shares; 2025Q3: 10,334 shares; 2025Q4: 9,519 shares; 2026Q1: 9,493 shares; 2026Q2: 9,493 shares 9,493 $223K <0.01% 0 Timeline JVAL 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: not reported; 2026Q2: 3,800 shares 3,800 $223K <0.01% new 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: 5,782 shares; 2024Q4: 5,503 shares; 2025Q1: 5,655 shares; 2025Q2: not reported; 2025Q3: 3,145 shares; 2025Q4: 3,162 shares; 2026Q1: 2,871 shares; 2026Q2: 2,905 shares 2,905 $221K <0.01% +34 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,793 shares; 2024Q4: 18,648 shares; 2025Q1: 14,962 shares; 2025Q2: 7,689 shares; 2025Q3: 7,175 shares; 2025Q4: 7,794 shares; 2026Q1: 7,636 shares; 2026Q2: 7,598 shares 7,598 $221K <0.01% -38 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES 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: 1,333 shares 1,333 $220K <0.01% new Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL 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: 2,021 shares 2,021 $219K <0.01% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,444 shares 5,444 $219K <0.01% new Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,745 shares; 2024Q4: 33,187 shares; 2025Q1: 25,384 shares; 2025Q2: 14,301 shares; 2025Q3: 10,257 shares; 2025Q4: 9,545 shares; 2026Q1: not reported; 2026Q2: 7,250 shares 7,250 $219K <0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,515 shares; 2026Q2: 4,707 shares 4,707 $217K <0.01% -808 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: 12,451 shares; 2024Q4: 11,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,293 shares 2,293 $217K <0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 11,940 shares; 2026Q1: 11,940 shares; 2026Q2: 12,266 shares 12,266 $217K <0.01% +326 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,218 shares; 2024Q4: 17,519 shares; 2025Q1: 11,984 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,502 shares; 2026Q2: 6,838 shares 6,838 $216K <0.01% +1,336 Timeline PMMR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 7,625 shares; 2026Q2: 7,971 shares 7,971 $216K <0.01% +346 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL 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: 3,525 shares; 2026Q2: 2,000 shares 2,000 $215K <0.01% -1,525 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 6,349 shares; 2026Q2: 5,274 shares 5,274 $215K <0.01% -1,075 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: not reported; 2024Q4: 20,331 shares; 2025Q1: 4,460 shares; 2025Q2: 2,799 shares; 2025Q3: 2,734 shares; 2025Q4: 2,308 shares; 2026Q1: 2,208 shares; 2026Q2: 2,134 shares 2,134 $215K <0.01% -74 Timeline SMLV 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: not reported; 2026Q1: not reported; 2026Q2: 1,367 shares 1,367 $215K <0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,723 shares; 2024Q4: 51,825 shares; 2025Q1: 5,376 shares; 2025Q2: 2,400 shares; 2025Q3: 2,257 shares; 2025Q4: 2,154 shares; 2026Q1: 1,887 shares; 2026Q2: 1,887 shares 1,887 $215K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,250 shares; 2025Q4: not reported; 2026Q1: 5,260 shares; 2026Q2: 5,265 shares 5,265 $214K <0.01% +5 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,739 shares 5,739 $214K <0.01% new Timeline JBL JABIL INC More: the full row for JABIL 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: 556 shares 556 $214K <0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: 1,301 shares; 2025Q3: 2,872 shares; 2025Q4: 1,281 shares; 2026Q1: not reported; 2026Q2: 1,467 shares 1,467 $214K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,595 shares; 2026Q2: 4,295 shares 4,295 $214K <0.01% -300 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,691 shares; 2026Q1: 4,103 shares; 2026Q2: 4,003 shares 4,003 $213K <0.01% -100 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,465 shares; 2024Q4: 8,318 shares; 2025Q1: 765 shares; 2025Q2: 331 shares; 2025Q3: 306 shares; 2025Q4: 296 shares; 2026Q1: not reported; 2026Q2: 267 shares 267 $212K <0.01% new Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 2,747 shares; 2025Q1: 2,747 shares; 2025Q2: 2,752 shares; 2025Q3: 2,760 shares; 2025Q4: 2,718 shares; 2026Q1: not reported; 2026Q2: 2,465 shares 2,465 $211K <0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,001 shares; 2024Q4: 5,092 shares; 2025Q1: 5,208 shares; 2025Q2: 6,143 shares; 2025Q3: 5,120 shares; 2025Q4: not reported; 2026Q1: 5,457 shares; 2026Q2: 5,171 shares 5,171 $211K <0.01% -286 Timeline HYBL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,557 shares 7,557 $211K <0.01% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS 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: not reported; 2026Q1: 3,632 shares; 2026Q2: 4,166 shares 4,166 $211K <0.01% +534 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,850 shares; 2024Q4: 3,336 shares; 2025Q1: 3,250 shares; 2025Q2: 3,282 shares; 2025Q3: 3,206 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,107 shares 3,107 $211K <0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,928 shares; 2024Q4: 46,060 shares; 2025Q1: 4,877 shares; 2025Q2: 2,304 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares; 2026Q2: 1,750 shares 1,750 $210K <0.01% -15 Timeline FTXO 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: 9,099 shares; 2025Q2: 9,479 shares; 2025Q3: 8,880 shares; 2025Q4: 9,375 shares; 2026Q1: 6,525 shares; 2026Q2: 5,050 shares 5,050 $209K <0.01% -1,475 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,577 shares; 2024Q4: 10,845 shares; 2025Q1: 11,123 shares; 2025Q2: 3,186 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,090 shares; 2026Q2: 2,169 shares 2,169 $209K <0.01% +79 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,295 shares; 2025Q3: 6,016 shares; 2025Q4: 6,016 shares; 2026Q1: 6,014 shares; 2026Q2: 6,031 shares 6,031 $208K <0.01% +17 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,096 shares; 2026Q1: 2,236 shares; 2026Q2: 2,229 shares 2,229 $208K <0.01% -7 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,968 shares; 2024Q4: 4,940 shares; 2025Q1: 4,949 shares; 2025Q2: 4,949 shares; 2025Q3: 5,000 shares; 2025Q4: 4,958 shares; 2026Q1: 4,958 shares; 2026Q2: 4,195 shares 4,195 $207K <0.01% -763 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,242 shares 4,242 $206K <0.01% new Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,457 shares 2,457 $206K <0.01% new Timeline QMNV 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: 8,222 shares 8,222 $206K <0.01% new Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,131 shares 7,131 $205K <0.01% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,159 shares 2,159 $202K <0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 574 shares; 2025Q3: 719 shares; 2025Q4: 651 shares; 2026Q1: not reported; 2026Q2: 485 shares 485 $202K <0.01% new Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 2,700 shares 2,700 $201K <0.01% new Timeline MRBK MERIDIAN CORP More: the full row for MERIDIAN 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: 10,039 shares 10,039 $201K <0.01% new Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,746 shares; 2024Q4: 6,752 shares; 2025Q1: 6,653 shares; 2025Q2: 6,659 shares; 2025Q3: 6,262 shares; 2025Q4: 6,119 shares; 2026Q1: 6,126 shares; 2026Q2: 5,339 shares 5,339 $201K <0.01% -787 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,747 shares; 2024Q4: 14,241 shares; 2025Q1: 10,881 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,573 shares 6,573 $200K <0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,624 shares; 2024Q4: 30,177 shares; 2025Q1: 24,340 shares; 2025Q2: 24,475 shares; 2025Q3: 26,916 shares; 2025Q4: 34,166 shares; 2026Q1: 34,306 shares; 2026Q2: 34,642 shares 34,642 $196K <0.01% +336 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,010 shares; 2024Q4: 20,688 shares; 2025Q1: 20,688 shares; 2025Q2: 20,154 shares; 2025Q3: 20,154 shares; 2025Q4: 20,588 shares; 2026Q1: 20,588 shares; 2026Q2: 17,371 shares 17,371 $185K <0.01% -3,217 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: 28,649 shares; 2024Q4: 14,985 shares; 2025Q1: 15,206 shares; 2025Q2: 15,206 shares; 2025Q3: 20,661 shares; 2025Q4: 14,111 shares; 2026Q1: 16,961 shares; 2026Q2: 16,961 shares 16,961 $183K <0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,737 shares; 2024Q4: 20,485 shares; 2025Q1: 19,737 shares; 2025Q2: 19,737 shares; 2025Q3: 13,727 shares; 2025Q4: 13,477 shares; 2026Q1: 11,577 shares; 2026Q2: 10,677 shares 10,677 $178K <0.01% -900 Timeline