IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,299 shares; 2025Q1: 78,378 shares; 2025Q2: 18,841 shares; 2025Q3: 19,038 shares; 2025Q4: 20,285 shares; 2026Q1: 20,242 shares; 2026Q2: 23,100 shares 23,100 $17.3M 2.89% +2,858 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,309 shares; 2025Q1: 83,271 shares; 2025Q2: 15,935 shares; 2025Q3: 15,867 shares; 2025Q4: 17,102 shares; 2026Q1: 18,328 shares; 2026Q2: 18,310 shares 18,310 $13.5M 2.25% -18 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 126,179 shares; 2025Q1: 171,412 shares; 2025Q2: 49,111 shares; 2025Q3: 45,232 shares; 2025Q4: 48,128 shares; 2026Q1: 48,795 shares; 2026Q2: 46,288 shares 46,288 $13.4M 2.24% -2,507 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,818 shares; 2025Q1: 84,899 shares; 2025Q2: 23,242 shares; 2025Q3: 11,655 shares; 2025Q4: 13,285 shares; 2026Q1: 12,354 shares; 2026Q2: 12,501 shares 12,501 $9.34M 1.56% +147 Timeline BUFB 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 loaded; 2024Q4: 60,213 shares; 2025Q1: 128,412 shares; 2025Q2: 149,668 shares; 2025Q3: 173,959 shares; 2025Q4: 216,226 shares; 2026Q1: 228,016 shares; 2026Q2: 234,909 shares 234,909 $9.23M 1.54% +6,893 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,344 shares; 2025Q1: 78,939 shares; 2025Q2: 194,733 shares; 2025Q3: 163,858 shares; 2025Q4: 158,966 shares; 2026Q1: 141,545 shares; 2026Q2: 165,073 shares 165,073 $8.35M 1.4% +23,528 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,951 shares; 2025Q1: 43,503 shares; 2025Q2: 18,580 shares; 2025Q3: 9,228 shares; 2025Q4: 7,865 shares; 2026Q1: 8,052 shares; 2026Q2: 63,478 shares 63,478 $7.59M 1.27% +55,426 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 119,942 shares; 2025Q1: 293,009 shares; 2025Q2: 72,700 shares; 2025Q3: 41,104 shares; 2025Q4: 35,090 shares; 2026Q1: 34,565 shares; 2026Q2: 35,365 shares 35,365 $7.08M 1.18% +800 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,845 shares; 2025Q1: 129,868 shares; 2025Q2: 21,502 shares; 2025Q3: 24,792 shares; 2025Q4: 28,818 shares; 2026Q1: 33,021 shares; 2026Q2: 33,225 shares 33,225 $7.07M 1.18% +204 Timeline BUFF 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 loaded; 2024Q4: 42,962 shares; 2025Q1: 96,925 shares; 2025Q2: 107,795 shares; 2025Q3: 110,305 shares; 2025Q4: 126,240 shares; 2026Q1: 131,397 shares; 2026Q2: 133,359 shares 133,359 $7.03M 1.17% +1,962 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,261 shares; 2025Q1: 60,535 shares; 2025Q2: 28,012 shares; 2025Q3: 13,855 shares; 2025Q4: 15,254 shares; 2026Q1: 16,677 shares; 2026Q2: 16,729 shares 16,729 $6.24M 1.04% +52 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,576 shares; 2025Q1: 32,227 shares; 2025Q2: 31,098 shares; 2025Q3: 33,256 shares; 2025Q4: 35,819 shares; 2026Q1: 35,849 shares; 2026Q2: 36,822 shares 36,822 $6.05M 1.01% +973 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,941 shares; 2025Q1: 92,470 shares; 2025Q2: 52,984 shares; 2025Q3: 25,658 shares; 2025Q4: 26,663 shares; 2026Q1: 24,628 shares; 2026Q2: 22,279 shares 22,279 $5.66M 0.95% -2,349 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,746 shares; 2025Q1: 8,981 shares; 2025Q2: 5,053 shares; 2025Q3: 4,853 shares; 2025Q4: 5,221 shares; 2026Q1: 5,105 shares; 2026Q2: 4,579 shares 4,579 $5.49M 0.92% -526 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,397 shares; 2025Q1: 25,635 shares; 2025Q2: 17,082 shares; 2025Q3: 10,767 shares; 2025Q4: 11,126 shares; 2026Q1: 14,887 shares; 2026Q2: 14,835 shares 14,835 $5.49M 0.92% -52 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 loaded; 2024Q4: 11,360 shares; 2025Q1: 38,151 shares; 2025Q2: 32,426 shares; 2025Q3: 29,870 shares; 2025Q4: 29,319 shares; 2026Q1: 26,532 shares; 2026Q2: 21,863 shares 21,863 $5.19M 0.87% -4,669 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,179 shares; 2025Q1: 152,691 shares; 2025Q2: 20,878 shares; 2025Q3: 20,902 shares; 2025Q4: 21,073 shares; 2026Q1: 21,674 shares; 2026Q2: 20,557 shares 20,557 $4.9M 0.82% -1,117 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,292 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,936 shares; 2025Q4: 61,383 shares; 2026Q1: 49,558 shares; 2026Q2: 45,186 shares 45,186 $4.81M 0.8% -4,372 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,097 shares; 2025Q1: 32,740 shares; 2025Q2: 40,628 shares; 2025Q3: 41,803 shares; 2025Q4: 46,358 shares; 2026Q1: 48,372 shares; 2026Q2: 48,215 shares 48,215 $4.6M 0.77% -157 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,952 shares; 2025Q1: 42,739 shares; 2025Q2: 5,630 shares; 2025Q3: 6,574 shares; 2025Q4: 7,605 shares; 2026Q1: 8,384 shares; 2026Q2: 9,041 shares 9,041 $4.52M 0.76% +657 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,385 shares; 2025Q1: 37,190 shares; 2025Q2: 4,242 shares; 2025Q3: 3,299 shares; 2025Q4: 4,126 shares; 2026Q1: 4,006 shares; 2026Q2: 3,857 shares 3,857 $4.45M 0.74% -149 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,059 shares; 2025Q1: 27,638 shares; 2025Q2: 9,244 shares; 2025Q3: 4,950 shares; 2025Q4: 5,605 shares; 2026Q1: 5,719 shares; 2026Q2: 6,285 shares 6,285 $4.32M 0.72% +566 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 74,986 shares; 2025Q2: 101,242 shares; 2025Q3: 121,702 shares; 2025Q4: 144,313 shares; 2026Q1: 149,217 shares; 2026Q2: 173,616 shares 173,616 $4.28M 0.72% +24,399 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,172 shares; 2025Q1: 169,257 shares; 2025Q2: 315,552 shares; 2025Q3: 212,066 shares; 2025Q4: 243,877 shares; 2026Q1: 247,715 shares; 2026Q2: 287,577 shares 287,577 $4.16M 0.69% +39,862 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: not loaded; 2024Q4: 17,219 shares; 2025Q1: 37,662 shares; 2025Q2: 32,990 shares; 2025Q3: 33,243 shares; 2025Q4: 36,313 shares; 2026Q1: 34,970 shares; 2026Q2: 32,786 shares 32,786 $4.15M 0.69% -2,184 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,202 shares; 2025Q1: 157,751 shares; 2025Q2: 92,536 shares; 2025Q3: 45,722 shares; 2025Q4: 48,219 shares; 2026Q1: 46,118 shares; 2026Q2: 42,874 shares 42,874 $4.1M 0.69% -3,244 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 loaded; 2024Q4: not reported; 2025Q1: 45,880 shares; 2025Q2: 50,822 shares; 2025Q3: 51,155 shares; 2025Q4: 64,939 shares; 2026Q1: 90,899 shares; 2026Q2: 105,626 shares 105,626 $4.08M 0.68% +14,727 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: not loaded; 2024Q4: 12,166 shares; 2025Q1: 133,948 shares; 2025Q2: 23,648 shares; 2025Q3: 13,270 shares; 2025Q4: 13,590 shares; 2026Q1: 13,753 shares; 2026Q2: 13,603 shares 13,603 $4.07M 0.68% -150 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,595 shares; 2025Q1: 233,156 shares; 2025Q2: 55,159 shares; 2025Q3: 53,764 shares; 2025Q4: 57,268 shares; 2026Q1: 55,096 shares; 2026Q2: 49,192 shares 49,192 $4M 0.67% -5,904 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,135 shares; 2025Q1: 6,428 shares; 2025Q2: 6,251 shares; 2025Q3: 5,957 shares; 2025Q4: 6,440 shares; 2026Q1: 6,035 shares; 2026Q2: 4,978 shares 4,978 $3.96M 0.66% -1,057 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,487 shares; 2025Q1: 126,801 shares; 2025Q2: 8,224 shares; 2025Q3: 8,528 shares; 2025Q4: 9,446 shares; 2026Q1: 10,537 shares; 2026Q2: 10,520 shares 10,520 $3.72M 0.62% -17 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,340 shares; 2025Q1: 63,031 shares; 2025Q2: 56,384 shares; 2025Q3: 53,651 shares; 2025Q4: 56,732 shares; 2026Q1: 53,606 shares; 2026Q2: 48,497 shares 48,497 $3.7M 0.62% -5,109 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,359 shares; 2025Q1: 37,072 shares; 2025Q2: 6,408 shares; 2025Q3: 7,103 shares; 2025Q4: 8,467 shares; 2026Q1: 9,183 shares; 2026Q2: 9,802 shares 9,802 $3.61M 0.6% +619 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,505 shares; 2025Q2: 227,584 shares; 2025Q3: 88,794 shares; 2025Q4: 88,794 shares; 2026Q1: 88,794 shares; 2026Q2: 88,794 shares 88,794 $3.57M 0.6% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,958 shares; 2025Q1: 59,629 shares; 2025Q2: 9,184 shares; 2025Q3: 4,682 shares; 2025Q4: 4,720 shares; 2026Q1: 6,830 shares; 2026Q2: 6,638 shares 6,638 $3.47M 0.58% -192 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,841 shares; 2025Q1: 70,643 shares; 2025Q2: 82,106 shares; 2025Q3: 38,394 shares; 2025Q4: 42,725 shares; 2026Q1: 42,868 shares; 2026Q2: 48,013 shares 48,013 $3.46M 0.58% +5,145 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,944 shares; 2025Q1: 61,106 shares; 2025Q2: 44,324 shares; 2025Q3: 29,319 shares; 2025Q4: 31,154 shares; 2026Q1: 45,365 shares; 2026Q2: 45,082 shares 45,082 $3.31M 0.55% -283 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 642 shares; 2025Q1: 22,686 shares; 2025Q2: 13,154 shares; 2025Q3: 7,294 shares; 2025Q4: 8,133 shares; 2026Q1: 8,369 shares; 2026Q2: 7,790 shares 7,790 $3.24M 0.54% -579 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,530 shares; 2025Q1: 21,278 shares; 2025Q2: 31,652 shares; 2025Q3: 15,243 shares; 2025Q4: 16,500 shares; 2026Q1: 15,681 shares; 2026Q2: 14,278 shares 14,278 $3.18M 0.53% -1,403 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: not loaded; 2024Q4: 4,690 shares; 2025Q1: 19,061 shares; 2025Q2: 32,648 shares; 2025Q3: 15,293 shares; 2025Q4: 16,561 shares; 2026Q1: 15,754 shares; 2026Q2: 14,515 shares 14,515 $3.09M 0.52% -1,239 Timeline BJAN 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 loaded; 2024Q4: not reported; 2025Q1: 38,721 shares; 2025Q2: 4,525 shares; 2025Q3: 9,303 shares; 2025Q4: 30,289 shares; 2026Q1: 60,148 shares; 2026Q2: 51,950 shares 51,950 $3.06M 0.51% -8,198 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,597 shares; 2025Q4: 10,373 shares; 2026Q1: 9,811 shares; 2026Q2: 8,909 shares 8,909 $3.04M 0.51% -902 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,850 shares; 2025Q1: 275,390 shares; 2025Q2: 42,476 shares; 2025Q3: 21,087 shares; 2025Q4: 24,726 shares; 2026Q1: 25,082 shares; 2026Q2: 24,973 shares 24,973 $3.03M 0.51% -109 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,045 shares; 2025Q1: 28,858 shares; 2025Q2: 9,290 shares; 2025Q3: 11,002 shares; 2025Q4: 12,083 shares; 2026Q1: 9,565 shares; 2026Q2: 9,974 shares 9,974 $3M 0.5% +409 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,038 shares; 2025Q1: 42,159 shares; 2025Q2: 44,574 shares; 2025Q3: 22,064 shares; 2025Q4: 23,108 shares; 2026Q1: 22,058 shares; 2026Q2: 20,350 shares 20,350 $2.98M 0.5% -1,708 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,678 shares; 2025Q1: 25,029 shares; 2025Q2: 7,276 shares; 2025Q3: 3,948 shares; 2025Q4: 4,177 shares; 2026Q1: 5,129 shares; 2026Q2: 5,255 shares 5,255 $2.96M 0.5% +126 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,769 shares; 2025Q1: 19,457 shares; 2025Q2: 24,442 shares; 2025Q3: 11,708 shares; 2025Q4: 12,239 shares; 2026Q1: 11,564 shares; 2026Q2: 10,710 shares 10,710 $2.89M 0.48% -854 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 loaded; 2024Q4: not reported; 2025Q1: 57,499 shares; 2025Q2: 95,974 shares; 2025Q3: 50,060 shares; 2025Q4: 56,110 shares; 2026Q1: 54,120 shares; 2026Q2: 52,005 shares 52,005 $2.89M 0.48% -2,115 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 loaded; 2024Q4: not reported; 2025Q1: 17,552 shares; 2025Q2: 21,895 shares; 2025Q3: 22,526 shares; 2025Q4: 33,033 shares; 2026Q1: 61,850 shares; 2026Q2: 77,396 shares 77,396 $2.82M 0.47% +15,546 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,570 shares; 2025Q1: 33,530 shares; 2025Q2: 88,422 shares; 2025Q3: 46,758 shares; 2025Q4: 42,175 shares; 2026Q1: 31,930 shares; 2026Q2: 24,628 shares 24,628 $2.72M 0.45% -7,302 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,389 shares; 2025Q1: 8,330 shares; 2025Q2: 4,956 shares; 2025Q3: 4,738 shares; 2025Q4: 4,338 shares; 2026Q1: 4,192 shares; 2026Q2: 4,222 shares 4,222 $2.71M 0.45% +30 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,487 shares; 2025Q1: 77,951 shares; 2025Q2: 7,827 shares; 2025Q3: 7,699 shares; 2025Q4: 7,488 shares; 2026Q1: 7,374 shares; 2026Q2: 7,491 shares 7,491 $2.68M 0.45% +117 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,458 shares; 2025Q1: 23,116 shares; 2025Q2: 1,461 shares; 2025Q3: 3,264 shares; 2025Q4: 3,611 shares; 2026Q1: 4,632 shares; 2026Q2: 4,607 shares 4,607 $2.68M 0.45% -25 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,120 shares; 2025Q1: 99,996 shares; 2025Q2: 10,174 shares; 2025Q3: 10,258 shares; 2025Q4: 12,021 shares; 2026Q1: 11,880 shares; 2026Q2: 11,708 shares 11,708 $2.66M 0.44% -172 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,594 shares; 2025Q1: 32,672 shares; 2025Q2: 39,086 shares; 2025Q3: 22,825 shares; 2025Q4: 23,750 shares; 2026Q1: 27,403 shares; 2026Q2: 30,891 shares 30,891 $2.64M 0.44% +3,488 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,321 shares; 2025Q1: 43,811 shares; 2025Q2: 12,006 shares; 2025Q3: 5,740 shares; 2025Q4: 7,079 shares; 2026Q1: 7,748 shares; 2026Q2: 32,439 shares 32,439 $2.61M 0.44% +24,691 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 997 shares; 2025Q1: 950 shares; 2025Q2: not reported; 2025Q3: 5,073 shares; 2025Q4: 5,602 shares; 2026Q1: 5,464 shares; 2026Q2: 5,101 shares 5,101 $2.6M 0.43% -363 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,371 shares; 2025Q1: 32,275 shares; 2025Q2: 11,160 shares; 2025Q3: 5,087 shares; 2025Q4: 14,862 shares; 2026Q1: 15,378 shares; 2026Q2: 13,587 shares 13,587 $2.59M 0.43% -1,791 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,080 shares; 2025Q1: 10,115 shares; 2025Q2: 43,734 shares; 2025Q3: 48,883 shares; 2025Q4: 68,007 shares; 2026Q1: 83,781 shares; 2026Q2: 93,703 shares 93,703 $2.57M 0.43% +9,922 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,438 shares; 2025Q4: 6,814 shares; 2026Q1: 6,468 shares; 2026Q2: 6,105 shares 6,105 $2.54M 0.42% -363 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 loaded; 2024Q4: not reported; 2025Q1: 19,246 shares; 2025Q2: 10,806 shares; 2025Q3: 11,028 shares; 2025Q4: 47,473 shares; 2026Q1: 49,681 shares; 2026Q2: 48,827 shares 48,827 $2.52M 0.42% -854 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,570 shares; 2025Q4: 3,791 shares; 2026Q1: 3,569 shares; 2026Q2: 3,236 shares 3,236 $2.44M 0.41% -333 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,823 shares; 2025Q1: 20,945 shares; 2025Q2: 10,758 shares; 2025Q3: 6,061 shares; 2025Q4: 6,393 shares; 2026Q1: 7,112 shares; 2026Q2: 7,361 shares 7,361 $2.41M 0.4% +249 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67,136 shares; 2025Q1: 408,049 shares; 2025Q2: 118,213 shares; 2025Q3: 115,101 shares; 2025Q4: 131,818 shares; 2026Q1: 125,142 shares; 2026Q2: 116,302 shares 116,302 $2.41M 0.4% -8,840 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,685 shares; 2025Q4: 99,248 shares; 2026Q1: 93,382 shares; 2026Q2: 83,811 shares 83,811 $2.4M 0.4% -9,571 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: not loaded; 2024Q4: 2,357 shares; 2025Q1: 23,408 shares; 2025Q2: 1,826 shares; 2025Q3: 1,831 shares; 2025Q4: 1,833 shares; 2026Q1: 2,035 shares; 2026Q2: 18,095 shares 18,095 $2.38M 0.4% +16,060 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,409 shares; 2025Q1: 30,055 shares; 2025Q2: 23,824 shares; 2025Q3: 26,316 shares; 2025Q4: 27,699 shares; 2026Q1: 26,691 shares; 2026Q2: 24,511 shares 24,511 $2.37M 0.4% -2,180 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,321 shares; 2025Q1: 82,958 shares; 2025Q2: 24,772 shares; 2025Q3: 12,749 shares; 2025Q4: 13,332 shares; 2026Q1: 19,883 shares; 2026Q2: 20,623 shares 20,623 $2.34M 0.39% +740 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,228 shares; 2025Q1: 59,099 shares; 2025Q2: 29,096 shares; 2025Q3: 28,370 shares; 2025Q4: 35,860 shares; 2026Q1: 42,867 shares; 2026Q2: 46,916 shares 46,916 $2.31M 0.39% +4,049 Timeline TAXF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,837 shares; 2025Q4: 43,201 shares; 2026Q1: 44,151 shares; 2026Q2: 44,151 shares 44,151 $2.24M 0.38% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,841 shares; 2025Q1: 97,469 shares; 2025Q2: 18,816 shares; 2025Q3: 18,375 shares; 2025Q4: 20,392 shares; 2026Q1: 21,061 shares; 2026Q2: 16,823 shares 16,823 $2.24M 0.37% -4,238 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,437 shares; 2025Q2: 25,343 shares; 2025Q3: 28,569 shares; 2025Q4: 35,873 shares; 2026Q1: 57,440 shares; 2026Q2: 65,390 shares 65,390 $2.24M 0.37% +7,950 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,648 shares; 2025Q1: 11,275 shares; 2025Q2: 4,980 shares; 2025Q3: 5,017 shares; 2025Q4: 4,767 shares; 2026Q1: 6,518 shares; 2026Q2: 5,860 shares 5,860 $2.21M 0.37% -658 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,334 shares; 2025Q1: 411,884 shares; 2025Q2: 80,906 shares; 2025Q3: 53,287 shares; 2025Q4: 62,745 shares; 2026Q1: 61,429 shares; 2026Q2: 69,489 shares 69,489 $2.2M 0.37% +8,060 Timeline FMDE 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 loaded; 2024Q4: not reported; 2025Q1: 20,543 shares; 2025Q2: 46,573 shares; 2025Q3: 53,385 shares; 2025Q4: 60,750 shares; 2026Q1: 53,797 shares; 2026Q2: 53,612 shares 53,612 $2.18M 0.36% -185 Timeline NAPR 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 loaded; 2024Q4: 13,923 shares; 2025Q1: 22,611 shares; 2025Q2: 27,866 shares; 2025Q3: 29,026 shares; 2025Q4: 34,274 shares; 2026Q1: 35,721 shares; 2026Q2: 36,547 shares 36,547 $2.16M 0.36% +826 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,325 shares; 2025Q2: 26,808 shares; 2025Q3: 26,448 shares; 2025Q4: 27,948 shares; 2026Q1: 27,904 shares; 2026Q2: 28,336 shares 28,336 $2.16M 0.36% +432 Timeline BSEP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,710 shares; 2025Q4: 42,262 shares; 2026Q1: 41,832 shares; 2026Q2: 40,654 shares 40,654 $2.14M 0.36% -1,178 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,587 shares; 2025Q4: 66,106 shares; 2026Q1: 69,745 shares; 2026Q2: 77,026 shares 77,026 $2.14M 0.36% +7,281 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,147 shares; 2025Q1: 33,140 shares; 2025Q2: 22,672 shares; 2025Q3: 21,519 shares; 2025Q4: 24,720 shares; 2026Q1: 25,322 shares; 2026Q2: 25,542 shares 25,542 $2.1M 0.35% +220 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,035 shares; 2025Q1: 60,047 shares; 2025Q2: 89,304 shares; 2025Q3: 43,888 shares; 2025Q4: 48,847 shares; 2026Q1: 39,996 shares; 2026Q2: 36,198 shares 36,198 $2.09M 0.35% -3,798 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,298 shares; 2025Q2: 21,342 shares; 2025Q3: 27,624 shares; 2025Q4: 33,131 shares; 2026Q1: 36,458 shares; 2026Q2: 38,025 shares 38,025 $2.03M 0.34% +1,567 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,096 shares; 2025Q1: 52,030 shares; 2025Q2: 12,233 shares; 2025Q3: 9,745 shares; 2025Q4: 11,505 shares; 2026Q1: 12,655 shares; 2026Q2: 14,787 shares 14,787 $2.03M 0.34% +2,132 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,212 shares; 2025Q3: 9,905 shares; 2025Q4: 11,227 shares; 2026Q1: 11,472 shares; 2026Q2: 12,178 shares 12,178 $2.01M 0.34% +706 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,085 shares 12,085 $1.98M 0.33% new Timeline DFAI 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 loaded; 2024Q4: not reported; 2025Q1: 46,247 shares; 2025Q2: 42,094 shares; 2025Q3: 44,507 shares; 2025Q4: 47,038 shares; 2026Q1: 45,387 shares; 2026Q2: 47,643 shares 47,643 $1.97M 0.33% +2,256 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,561 shares; 2025Q2: 90,736 shares; 2025Q3: 49,265 shares; 2025Q4: 56,797 shares; 2026Q1: 56,974 shares; 2026Q2: 63,921 shares 63,921 $1.96M 0.33% +6,947 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,473 shares; 2025Q1: 47,772 shares; 2025Q2: 22,540 shares; 2025Q3: 24,458 shares; 2025Q4: 32,505 shares; 2026Q1: 37,939 shares; 2026Q2: 41,311 shares 41,311 $1.84M 0.31% +3,372 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 loaded; 2024Q4: not reported; 2025Q1: 21,420 shares; 2025Q2: 87,508 shares; 2025Q3: 51,934 shares; 2025Q4: 57,679 shares; 2026Q1: 63,585 shares; 2026Q2: 66,454 shares 66,454 $1.84M 0.31% +2,869 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,856 shares; 2025Q1: 19,855 shares; 2025Q2: 1,481 shares; 2025Q3: 1,532 shares; 2025Q4: 1,603 shares; 2026Q1: 1,782 shares; 2026Q2: 1,716 shares 1,716 $1.83M 0.31% -66 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,120 shares; 2025Q1: 55,276 shares; 2025Q2: 23,460 shares; 2025Q3: 16,825 shares; 2025Q4: 26,741 shares; 2026Q1: 36,638 shares; 2026Q2: 33,610 shares 33,610 $1.8M 0.3% -3,028 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,507 shares; 2025Q2: 14,756 shares; 2025Q3: 14,049 shares; 2025Q4: 13,755 shares; 2026Q1: 14,414 shares; 2026Q2: 14,496 shares 14,496 $1.77M 0.3% +82 Timeline BJUL 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 loaded; 2024Q4: not reported; 2025Q1: 5,711 shares; 2025Q2: 6,240 shares; 2025Q3: 5,443 shares; 2025Q4: 5,458 shares; 2026Q1: 5,404 shares; 2026Q2: 31,971 shares 31,971 $1.74M 0.29% +26,567 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,805 shares; 2025Q4: 44,627 shares; 2026Q1: 60,046 shares; 2026Q2: 67,098 shares 67,098 $1.73M 0.29% +7,052 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,754 shares; 2025Q1: 50,911 shares; 2025Q2: 8,121 shares; 2025Q3: 9,455 shares; 2025Q4: 9,941 shares; 2026Q1: 9,938 shares; 2026Q2: 10,300 shares 10,300 $1.71M 0.29% +362 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,090 shares; 2025Q1: 66,497 shares; 2025Q2: 5,425 shares; 2025Q3: 5,178 shares; 2025Q4: 6,343 shares; 2026Q1: 6,618 shares; 2026Q2: 6,415 shares 6,415 $1.61M 0.27% -203 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,914 shares; 2025Q1: 17,511 shares; 2025Q2: 18,597 shares; 2025Q3: 20,894 shares; 2025Q4: 22,441 shares; 2026Q1: 20,751 shares; 2026Q2: 19,194 shares 19,194 $1.59M 0.27% -1,557 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,940 shares; 2025Q2: 4,224 shares; 2025Q3: 2,327 shares; 2025Q4: 2,849 shares; 2026Q1: 3,513 shares; 2026Q2: 3,657 shares 3,657 $1.58M 0.27% +144 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: not loaded; 2024Q4: 6,844 shares; 2025Q1: 33,892 shares; 2025Q2: 27,224 shares; 2025Q3: 26,655 shares; 2025Q4: 27,962 shares; 2026Q1: 28,279 shares; 2026Q2: 30,207 shares 30,207 $1.58M 0.26% +1,928 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,715 shares; 2025Q1: 78,342 shares; 2025Q2: 14,335 shares; 2025Q3: 14,501 shares; 2025Q4: 19,157 shares; 2026Q1: 19,177 shares; 2026Q2: 20,405 shares 20,405 $1.57M 0.26% +1,228 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 53,710 shares; 2025Q2: 62,772 shares; 2025Q3: 40,356 shares; 2025Q4: 46,362 shares; 2026Q1: 35,069 shares; 2026Q2: 46,358 shares 46,358 $1.57M 0.26% +11,289 Timeline FESM 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 loaded; 2024Q4: not reported; 2025Q1: 16,050 shares; 2025Q2: 15,079 shares; 2025Q3: 15,593 shares; 2025Q4: 19,972 shares; 2026Q1: 23,392 shares; 2026Q2: 32,210 shares 32,210 $1.56M 0.26% +8,818 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,293 shares; 2025Q4: 5,888 shares; 2026Q1: 6,838 shares; 2026Q2: 3,584 shares 3,584 $1.55M 0.26% -3,254 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,688 shares; 2025Q1: 11,375 shares; 2025Q2: 5,626 shares; 2025Q3: 3,400 shares; 2025Q4: 3,268 shares; 2026Q1: 3,801 shares; 2026Q2: 3,662 shares 3,662 $1.54M 0.26% -139 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 3,612 shares; 2026Q1: 5,380 shares; 2026Q2: 5,660 shares 5,660 $1.54M 0.26% +280 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,632 shares; 2025Q1: 38,930 shares; 2025Q2: 7,828 shares; 2025Q3: 7,509 shares; 2025Q4: 8,100 shares; 2026Q1: 7,996 shares; 2026Q2: 5,872 shares 5,872 $1.53M 0.26% -2,124 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,700 shares; 2025Q1: 7,587 shares; 2025Q2: 10,863 shares; 2025Q3: 13,120 shares; 2025Q4: 13,573 shares; 2026Q1: 13,635 shares; 2026Q2: 13,050 shares 13,050 $1.53M 0.26% -585 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,238 shares; 2025Q1: 114,018 shares; 2025Q2: 62,996 shares; 2025Q3: 27,083 shares; 2025Q4: 34,668 shares; 2026Q1: 32,547 shares; 2026Q2: 24,262 shares 24,262 $1.51M 0.25% -8,285 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,162 shares; 2025Q1: 25,632 shares; 2025Q2: 11,072 shares; 2025Q3: 5,478 shares; 2025Q4: 6,257 shares; 2026Q1: 6,276 shares; 2026Q2: 6,299 shares 6,299 $1.49M 0.25% +23 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,352 shares; 2025Q4: 32,819 shares; 2026Q1: 33,757 shares; 2026Q2: 35,736 shares 35,736 $1.47M 0.25% +1,979 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,034 shares; 2025Q1: 60,556 shares; 2025Q2: 10,954 shares; 2025Q3: 8,010 shares; 2025Q4: 20,669 shares; 2026Q1: 22,984 shares; 2026Q2: 27,549 shares 27,549 $1.46M 0.24% +4,565 Timeline XBJL 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 loaded; 2024Q4: 17,468 shares; 2025Q1: 29,372 shares; 2025Q2: 32,156 shares; 2025Q3: 29,845 shares; 2025Q4: 36,909 shares; 2026Q1: 37,134 shares; 2026Q2: 35,599 shares 35,599 $1.42M 0.24% -1,535 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,078 shares; 2025Q1: 16,320 shares; 2025Q2: 4,696 shares; 2025Q3: 2,420 shares; 2025Q4: 2,611 shares; 2026Q1: 4,150 shares; 2026Q2: 4,123 shares 4,123 $1.41M 0.24% -27 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 32,351 shares; 2025Q2: 17,796 shares; 2025Q3: 19,921 shares; 2025Q4: 22,154 shares; 2026Q1: 21,495 shares; 2026Q2: 16,685 shares 16,685 $1.38M 0.23% -4,810 Timeline ATEX ANTERIX INC More: the full row for ANTERIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,468 shares; 2026Q2: 13,425 shares 13,425 $1.38M 0.23% -3,043 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,766 shares; 2025Q1: 20,224 shares; 2025Q2: 2,942 shares; 2025Q3: 3,478 shares; 2025Q4: 3,496 shares; 2026Q1: 1,894 shares; 2026Q2: 3,859 shares 3,859 $1.36M 0.23% +1,965 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,491 shares; 2026Q2: 14,824 shares 14,824 $1.34M 0.22% -1,667 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,683 shares; 2026Q1: 3,127 shares; 2026Q2: 3,222 shares 3,222 $1.34M 0.22% +95 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,306 shares; 2025Q1: 331,156 shares; 2025Q2: 13,299 shares; 2025Q3: 14,416 shares; 2025Q4: 21,773 shares; 2026Q1: 23,897 shares; 2026Q2: 23,724 shares 23,724 $1.34M 0.22% -173 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 loaded; 2024Q4: not reported; 2025Q1: 2,508 shares; 2025Q2: 1,756 shares; 2025Q3: 2,772 shares; 2025Q4: 2,452 shares; 2026Q1: 2,888 shares; 2026Q2: 3,883 shares 3,883 $1.33M 0.22% +995 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,173 shares; 2026Q2: 26,035 shares 26,035 $1.33M 0.22% +862 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares; 2026Q2: 1,553 shares 1,553 $1.3M 0.22% +707 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,127 shares; 2025Q1: 26,890 shares; 2025Q2: 53,774 shares; 2025Q3: 21,182 shares; 2025Q4: 24,725 shares; 2026Q1: 24,725 shares; 2026Q2: 23,613 shares 23,613 $1.3M 0.22% -1,112 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 43,431 shares; 2025Q2: 16,038 shares; 2025Q3: 19,066 shares; 2025Q4: 18,221 shares; 2026Q1: 21,506 shares; 2026Q2: 27,704 shares 27,704 $1.28M 0.21% +6,198 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: not loaded; 2024Q4: 14,603 shares; 2025Q1: 31,851 shares; 2025Q2: 72,954 shares; 2025Q3: 30,980 shares; 2025Q4: 32,627 shares; 2026Q1: 33,982 shares; 2026Q2: 42,589 shares 42,589 $1.28M 0.21% +8,607 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: not loaded; 2024Q4: 3,076 shares; 2025Q1: 20,501 shares; 2025Q2: 7,879 shares; 2025Q3: 9,008 shares; 2025Q4: 10,683 shares; 2026Q1: 10,088 shares; 2026Q2: 10,108 shares 10,108 $1.28M 0.21% +20 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,273 shares; 2025Q1: 183,023 shares; 2025Q2: 30,106 shares; 2025Q3: 13,977 shares; 2025Q4: 14,480 shares; 2026Q1: 14,101 shares; 2026Q2: 14,487 shares 14,487 $1.27M 0.21% +386 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: not loaded; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 3,568 shares; 2025Q3: 2,655 shares; 2025Q4: 3,551 shares; 2026Q1: 4,320 shares; 2026Q2: 7,980 shares 7,980 $1.27M 0.21% +3,660 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,463 shares; 2025Q1: 10,608 shares; 2025Q2: 2,172 shares; 2025Q3: 3,228 shares; 2025Q4: 3,643 shares; 2026Q1: 4,395 shares; 2026Q2: 4,494 shares 4,494 $1.26M 0.21% +99 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,107 shares; 2025Q1: 4,200 shares; 2025Q2: 2,348 shares; 2025Q3: 1,471 shares; 2025Q4: 1,959 shares; 2026Q1: 2,216 shares; 2026Q2: 14,553 shares 14,553 $1.25M 0.21% +12,337 Timeline NBIG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,253 shares; 2026Q2: 31,540 shares 31,540 $1.25M 0.21% -7,713 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,163 shares; 2025Q4: 23,712 shares; 2026Q1: 31,095 shares; 2026Q2: 35,396 shares 35,396 $1.25M 0.21% +4,301 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58,402 shares; 2025Q2: 35,486 shares; 2025Q3: 20,198 shares; 2025Q4: 20,034 shares; 2026Q1: 27,126 shares; 2026Q2: 25,177 shares 25,177 $1.22M 0.2% -1,949 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,046 shares; 2025Q1: 13,763 shares; 2025Q2: 10,298 shares; 2025Q3: 5,904 shares; 2025Q4: 6,043 shares; 2026Q1: 5,842 shares; 2026Q2: 6,408 shares 6,408 $1.22M 0.2% +566 Timeline NOCT 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 loaded; 2024Q4: 5,081 shares; 2025Q1: 9,308 shares; 2025Q2: 11,148 shares; 2025Q3: 14,582 shares; 2025Q4: 16,629 shares; 2026Q1: 17,771 shares; 2026Q2: 19,377 shares 19,377 $1.21M 0.2% +1,606 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,696 shares; 2025Q4: 45,847 shares; 2026Q1: 47,347 shares; 2026Q2: 47,347 shares 47,347 $1.2M 0.2% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,096 shares; 2025Q1: 48,874 shares; 2025Q2: 17,633 shares; 2025Q3: 13,184 shares; 2025Q4: 16,758 shares; 2026Q1: 16,725 shares; 2026Q2: 16,404 shares 16,404 $1.18M 0.2% -321 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: not loaded; 2024Q4: 25,893 shares; 2025Q1: 155,385 shares; 2025Q2: 24,389 shares; 2025Q3: 24,392 shares; 2025Q4: 24,392 shares; 2026Q1: 24,392 shares; 2026Q2: 24,403 shares 24,403 $1.16M 0.19% +11 Timeline BJUN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,231 shares; 2025Q3: 17,767 shares; 2025Q4: 18,385 shares; 2026Q1: 18,733 shares; 2026Q2: 23,475 shares 23,475 $1.14M 0.19% +4,742 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,164 shares; 2025Q1: 119,230 shares; 2025Q2: 18,008 shares; 2025Q3: 9,189 shares; 2025Q4: 9,185 shares; 2026Q1: 9,037 shares; 2026Q2: 8,668 shares 8,668 $1.14M 0.19% -369 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,173 shares; 2025Q2: 8,930 shares; 2025Q3: 10,543 shares; 2025Q4: 13,410 shares; 2026Q1: 12,856 shares; 2026Q2: 16,659 shares 16,659 $1.13M 0.19% +3,803 Timeline DFIV 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 loaded; 2024Q4: not reported; 2025Q1: 10,400 shares; 2025Q2: 14,239 shares; 2025Q3: 16,583 shares; 2025Q4: 19,343 shares; 2026Q1: 19,033 shares; 2026Q2: 20,908 shares 20,908 $1.13M 0.19% +1,875 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,361 shares; 2025Q1: 176,994 shares; 2025Q2: 12,715 shares; 2025Q3: 13,782 shares; 2025Q4: 13,947 shares; 2026Q1: 11,607 shares; 2026Q2: 11,222 shares 11,222 $1.11M 0.19% -385 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,164 shares; 2026Q2: 6,248 shares 6,248 $1.1M 0.18% +3,084 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,716 shares; 2025Q1: 42,711 shares; 2025Q2: 84,590 shares; 2025Q3: 30,443 shares; 2025Q4: 43,416 shares; 2026Q1: 43,586 shares; 2026Q2: 44,060 shares 44,060 $1.09M 0.18% +474 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,170 shares; 2026Q1: 16,543 shares; 2026Q2: 17,075 shares 17,075 $1.07M 0.18% +532 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,462 shares; 2026Q1: 3,690 shares; 2026Q2: 3,459 shares 3,459 $1.05M 0.18% -231 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,594 shares; 2025Q1: 85,452 shares; 2025Q2: 10,385 shares; 2025Q3: 9,741 shares; 2025Q4: 10,308 shares; 2026Q1: 9,638 shares; 2026Q2: 9,559 shares 9,559 $1.04M 0.17% -79 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,960 shares; 2025Q1: 7,776 shares; 2025Q2: 11,320 shares; 2025Q3: 6,128 shares; 2025Q4: 6,467 shares; 2026Q1: 6,558 shares; 2026Q2: 6,562 shares 6,562 $1.04M 0.17% +4 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,606 shares; 2025Q4: 27,096 shares; 2026Q1: 45,010 shares; 2026Q2: 45,010 shares 45,010 $1.03M 0.17% 0 Timeline XBJA 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 loaded; 2024Q4: 12,921 shares; 2025Q1: 23,368 shares; 2025Q2: 23,699 shares; 2025Q3: 24,449 shares; 2025Q4: 30,597 shares; 2026Q1: 30,916 shares; 2026Q2: 30,370 shares 30,370 $1.03M 0.17% -546 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 866 shares; 2026Q1: 1,771 shares; 2026Q2: 2,125 shares 2,125 $1.01M 0.17% +354 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,377 shares; 2025Q1: 25,536 shares; 2025Q2: 4,524 shares; 2025Q3: 3,334 shares; 2025Q4: 3,681 shares; 2026Q1: 4,253 shares; 2026Q2: 4,645 shares 4,645 $1.01M 0.17% +392 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,500 shares; 2025Q1: 17,310 shares; 2025Q2: 1,744 shares; 2025Q3: 2,174 shares; 2025Q4: 2,518 shares; 2026Q1: 2,792 shares; 2026Q2: 2,610 shares 2,610 $976K 0.16% -182 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,185 shares; 2025Q2: 4,596 shares; 2025Q3: 3,464 shares; 2025Q4: 4,541 shares; 2026Q1: 11,474 shares; 2026Q2: 11,779 shares 11,779 $974K 0.16% +305 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,434 shares; 2026Q1: 16,980 shares; 2026Q2: 18,452 shares 18,452 $973K 0.16% +1,472 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: not loaded; 2024Q4: 8,367 shares; 2025Q1: 55,853 shares; 2025Q2: 9,276 shares; 2025Q3: 8,356 shares; 2025Q4: 8,402 shares; 2026Q1: 8,333 shares; 2026Q2: 8,247 shares 8,247 $967K 0.16% -86 Timeline NJUL 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 loaded; 2024Q4: 4,481 shares; 2025Q1: 10,272 shares; 2025Q2: 11,075 shares; 2025Q3: 11,795 shares; 2025Q4: 12,309 shares; 2026Q1: 12,252 shares; 2026Q2: 12,482 shares 12,482 $966K 0.16% +230 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,531 shares; 2025Q1: 9,419 shares; 2025Q2: 8,228 shares; 2025Q3: 8,497 shares; 2025Q4: 10,270 shares; 2026Q1: 18,812 shares; 2026Q2: 19,299 shares 19,299 $955K 0.16% +487 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: not loaded; 2024Q4: not reported; 2025Q1: 7,046 shares; 2025Q2: 4,030 shares; 2025Q3: 4,726 shares; 2025Q4: 5,774 shares; 2026Q1: 6,077 shares; 2026Q2: 6,225 shares 6,225 $943K 0.16% +148 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,393 shares; 2025Q1: 4,331 shares; 2025Q2: 2,542 shares; 2025Q3: 3,014 shares; 2025Q4: 2,538 shares; 2026Q1: 2,498 shares; 2026Q2: 2,602 shares 2,602 $942K 0.16% +104 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,747 shares; 2025Q1: 365,427 shares; 2025Q2: 52,772 shares; 2025Q3: 54,380 shares; 2025Q4: 62,261 shares; 2026Q1: 63,041 shares; 2026Q2: 56,938 shares 56,938 $939K 0.16% -6,103 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,856 shares; 2025Q1: 750 shares; 2025Q2: 593 shares; 2025Q3: 567 shares; 2025Q4: 781 shares; 2026Q1: 846 shares; 2026Q2: 928 shares 928 $938K 0.16% +82 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,864 shares; 2025Q2: 1,784 shares; 2025Q3: 1,465 shares; 2025Q4: 2,344 shares; 2026Q1: 2,553 shares; 2026Q2: 2,797 shares 2,797 $937K 0.16% +244 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,226 shares 25,226 $923K 0.15% new Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,191 shares; 2025Q2: 59,854 shares; 2025Q3: 32,707 shares; 2025Q4: 35,552 shares; 2026Q1: 37,833 shares; 2026Q2: 41,168 shares 41,168 $922K 0.15% +3,335 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,978 shares; 2025Q2: 6,419 shares; 2025Q3: 11,057 shares; 2025Q4: 16,925 shares; 2026Q1: 22,389 shares; 2026Q2: 24,390 shares 24,390 $915K 0.15% +2,001 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: not loaded; 2024Q4: 9,703 shares; 2025Q1: 75,620 shares; 2025Q2: 9,766 shares; 2025Q3: 14,165 shares; 2025Q4: 15,138 shares; 2026Q1: 15,543 shares; 2026Q2: 15,853 shares 15,853 $913K 0.15% +310 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,334 shares; 2025Q2: 826 shares; 2025Q3: not reported; 2025Q4: 611 shares; 2026Q1: 1,544 shares; 2026Q2: 1,393 shares 1,393 $913K 0.15% -151 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,869 shares; 2025Q1: 150,038 shares; 2025Q2: 18,207 shares; 2025Q3: 25,371 shares; 2025Q4: 28,828 shares; 2026Q1: 29,518 shares; 2026Q2: 29,556 shares 29,556 $901K 0.15% +38 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 891 shares; 2025Q1: 1,854 shares; 2025Q2: 3,430 shares; 2025Q3: 1,983 shares; 2025Q4: 2,276 shares; 2026Q1: 2,320 shares; 2026Q2: 2,449 shares 2,449 $896K 0.15% +129 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,380 shares; 2026Q2: 29,476 shares 29,476 $892K 0.15% -3,904 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,785 shares; 2025Q1: 4,934 shares; 2025Q2: 2,667 shares; 2025Q3: 4,458 shares; 2025Q4: 5,347 shares; 2026Q1: 5,606 shares; 2026Q2: 32,374 shares 32,374 $887K 0.15% +26,768 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,105 shares; 2025Q1: 5,641 shares; 2025Q2: 1,277 shares; 2025Q3: 1,315 shares; 2025Q4: 1,321 shares; 2026Q1: 1,536 shares; 2026Q2: 7,108 shares 7,108 $883K 0.15% +5,572 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: not loaded; 2024Q4: 4,166 shares; 2025Q1: 12,579 shares; 2025Q2: 13,081 shares; 2025Q3: 11,620 shares; 2025Q4: 12,731 shares; 2026Q1: 10,184 shares; 2026Q2: 10,998 shares 10,998 $880K 0.15% +814 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,343 shares; 2025Q2: 6,674 shares; 2025Q3: 7,824 shares; 2025Q4: 9,418 shares; 2026Q1: 9,557 shares; 2026Q2: 10,680 shares 10,680 $879K 0.15% +1,123 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,729 shares; 2025Q1: 38,094 shares; 2025Q2: 7,217 shares; 2025Q3: 5,548 shares; 2025Q4: 7,065 shares; 2026Q1: 6,530 shares; 2026Q2: 6,414 shares 6,414 $877K 0.15% -116 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 33,890 shares; 2025Q2: 21,248 shares; 2025Q3: 8,440 shares; 2025Q4: 9,407 shares; 2026Q1: 9,235 shares; 2026Q2: 22,684 shares 22,684 $876K 0.15% +13,449 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,965 shares 33,965 $870K 0.15% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,728 shares; 2025Q2: 6,388 shares; 2025Q3: 8,013 shares; 2025Q4: 10,370 shares; 2026Q1: 9,630 shares; 2026Q2: 11,432 shares 11,432 $863K 0.14% +1,802 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,520 shares; 2025Q1: 11,904 shares; 2025Q2: 15,576 shares; 2025Q3: 9,127 shares; 2025Q4: 10,021 shares; 2026Q1: 11,508 shares; 2026Q2: 11,163 shares 11,163 $856K 0.14% -345 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,094 shares; 2025Q1: 6,616 shares; 2025Q2: 1,784 shares; 2025Q3: 1,109 shares; 2025Q4: 4,353 shares; 2026Q1: 1,636 shares; 2026Q2: 5,839 shares 5,839 $856K 0.14% +4,203 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,522 shares; 2025Q2: 8,667 shares; 2025Q3: 8,749 shares; 2025Q4: 8,117 shares; 2026Q1: 7,837 shares; 2026Q2: 7,701 shares 7,701 $850K 0.14% -136 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,512 shares; 2026Q2: 16,513 shares 16,513 $847K 0.14% +1 Timeline PSFF 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 loaded; 2024Q4: not reported; 2025Q1: 26,825 shares; 2025Q2: 51,084 shares; 2025Q3: 23,139 shares; 2025Q4: 25,092 shares; 2026Q1: 24,987 shares; 2026Q2: 24,613 shares 24,613 $844K 0.14% -374 Timeline ZDEK 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 loaded; 2024Q4: not reported; 2025Q1: 34,660 shares; 2025Q2: 14,202 shares; 2025Q3: 14,800 shares; 2025Q4: 31,013 shares; 2026Q1: 31,913 shares; 2026Q2: 31,907 shares 31,907 $843K 0.14% -6 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,014 shares; 2025Q2: 15,981 shares; 2025Q3: 15,206 shares; 2025Q4: 15,206 shares; 2026Q1: 15,206 shares; 2026Q2: 15,233 shares 15,233 $842K 0.14% +27 Timeline KJUL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,767 shares 24,767 $841K 0.14% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,489 shares; 2025Q1: 5,451 shares; 2025Q2: 5,035 shares; 2025Q3: 4,774 shares; 2025Q4: 4,432 shares; 2026Q1: 4,424 shares; 2026Q2: 4,445 shares 4,445 $836K 0.14% +21 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares; 2026Q2: 366 shares 366 $832K 0.14% +45 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: not loaded; 2024Q4: 13,793 shares; 2025Q1: 64,615 shares; 2025Q2: 9,808 shares; 2025Q3: 4,579 shares; 2025Q4: 5,410 shares; 2026Q1: 5,702 shares; 2026Q2: 6,125 shares 6,125 $830K 0.14% +423 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,709 shares; 2025Q1: 61,995 shares; 2025Q2: 11,948 shares; 2025Q3: 11,658 shares; 2025Q4: 10,668 shares; 2026Q1: 7,558 shares; 2026Q2: 7,328 shares 7,328 $827K 0.14% -230 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,016 shares; 2025Q1: 9,093 shares; 2025Q2: 17,200 shares; 2025Q3: 9,418 shares; 2025Q4: 10,367 shares; 2026Q1: 12,064 shares; 2026Q2: 11,971 shares 11,971 $825K 0.14% -93 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,168 shares; 2025Q1: 5,423 shares; 2025Q2: 901 shares; 2025Q3: 921 shares; 2025Q4: 876 shares; 2026Q1: 912 shares; 2026Q2: 878 shares 878 $821K 0.14% -34 Timeline JAJL 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 loaded; 2024Q4: not reported; 2025Q1: 16,987 shares; 2025Q2: 18,264 shares; 2025Q3: 18,522 shares; 2025Q4: 19,696 shares; 2026Q1: 26,187 shares; 2026Q2: 27,428 shares 27,428 $820K 0.14% +1,241 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,890 shares; 2025Q1: 149,226 shares; 2025Q2: 7,021 shares; 2025Q3: 8,910 shares; 2025Q4: 9,774 shares; 2026Q1: 11,946 shares; 2026Q2: 14,397 shares 14,397 $820K 0.14% +2,451 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: not loaded; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 3,796 shares; 2025Q3: 2,990 shares; 2025Q4: 3,711 shares; 2026Q1: 3,891 shares; 2026Q2: 3,628 shares 3,628 $811K 0.14% -263 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,852 shares; 2025Q2: 6,329 shares; 2025Q3: 9,727 shares; 2025Q4: 14,417 shares; 2026Q1: 16,953 shares; 2026Q2: 19,152 shares 19,152 $811K 0.14% +2,199 Timeline NJAN 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 loaded; 2024Q4: 4,715 shares; 2025Q1: 11,243 shares; 2025Q2: 11,053 shares; 2025Q3: 12,690 shares; 2025Q4: 13,430 shares; 2026Q1: 13,499 shares; 2026Q2: 13,736 shares 13,736 $811K 0.14% +237 Timeline INNV INNOVAGE HLDG CORP More: the full row for INNOVAGE HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,183 shares; 2026Q1: 66,779 shares; 2026Q2: 68,403 shares 68,403 $811K 0.14% +1,624 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,177 shares; 2026Q1: 144,421 shares; 2026Q2: 141,910 shares 141,910 $809K 0.14% -2,511 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,038 shares; 2025Q1: 11,377 shares; 2025Q2: 5,800 shares; 2025Q3: 5,036 shares; 2025Q4: 4,934 shares; 2026Q1: 4,602 shares; 2026Q2: 4,453 shares 4,453 $806K 0.13% -149 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 loaded; 2024Q4: not reported; 2025Q1: 29,686 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,931 shares; 2026Q1: 2,051 shares; 2026Q2: 2,034 shares 2,034 $802K 0.13% -17 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,049 shares; 2025Q4: 5,851 shares; 2026Q1: 7,594 shares; 2026Q2: 7,872 shares 7,872 $802K 0.13% +278 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,986 shares; 2025Q2: 20,199 shares; 2025Q3: 22,073 shares; 2025Q4: 30,131 shares; 2026Q1: 29,481 shares; 2026Q2: 30,013 shares 30,013 $792K 0.13% +532 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,002 shares; 2025Q1: 2,834 shares; 2025Q2: 3,756 shares; 2025Q3: 2,127 shares; 2025Q4: 2,386 shares; 2026Q1: 2,509 shares; 2026Q2: 2,584 shares 2,584 $791K 0.13% +75 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,012 shares; 2025Q2: 21,715 shares; 2025Q3: 21,992 shares; 2025Q4: 25,414 shares; 2026Q1: 17,342 shares; 2026Q2: 17,367 shares 17,367 $790K 0.13% +25 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,967 shares; 2026Q2: 9,060 shares 9,060 $781K 0.13% +1,093 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,504 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,934 shares; 2026Q2: 5,553 shares 5,553 $777K 0.13% -381 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632 shares; 2026Q1: 943 shares; 2026Q2: 1,386 shares 1,386 $777K 0.13% +443 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 52,146 shares; 2025Q2: 4,108 shares; 2025Q3: 6,589 shares; 2025Q4: 9,953 shares; 2026Q1: 3,005 shares; 2026Q2: 7,397 shares 7,397 $768K 0.13% +4,392 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: not loaded; 2024Q4: not reported; 2025Q1: 6,292 shares; 2025Q2: 4,701 shares; 2025Q3: 7,980 shares; 2025Q4: 10,570 shares; 2026Q1: 11,657 shares; 2026Q2: 11,242 shares 11,242 $768K 0.13% -415 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,930 shares; 2025Q4: 21,119 shares; 2026Q1: 21,375 shares; 2026Q2: 22,298 shares 22,298 $763K 0.13% +923 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,162 shares; 2025Q1: 17,829 shares; 2025Q2: 4,846 shares; 2025Q3: 4,871 shares; 2025Q4: 4,889 shares; 2026Q1: 5,058 shares; 2026Q2: 5,139 shares 5,139 $762K 0.13% +81 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 732 shares; 2026Q1: 1,053 shares; 2026Q2: 1,056 shares 1,056 $760K 0.13% +3 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: not loaded; 2024Q4: 505 shares; 2025Q1: 7,470 shares; 2025Q2: 886 shares; 2025Q3: 1,491 shares; 2025Q4: 1,970 shares; 2026Q1: 2,714 shares; 2026Q2: 3,693 shares 3,693 $757K 0.13% +979 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: not loaded; 2024Q4: 3,212 shares; 2025Q1: 3,184 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,291 shares; 2026Q2: 5,162 shares 5,162 $754K 0.13% -129 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,726 shares; 2025Q1: 20,767 shares; 2025Q2: 20,642 shares; 2025Q3: 17,667 shares; 2025Q4: 22,388 shares; 2026Q1: 22,403 shares; 2026Q2: 21,042 shares 21,042 $749K 0.13% -1,361 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,956 shares; 2025Q3: 2,679 shares; 2025Q4: 3,209 shares; 2026Q1: 3,430 shares; 2026Q2: 3,275 shares 3,275 $743K 0.12% -155 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,691 shares; 2025Q1: 2,692 shares; 2025Q2: 6,224 shares; 2025Q3: 3,980 shares; 2025Q4: 4,512 shares; 2026Q1: 4,364 shares; 2026Q2: 4,388 shares 4,388 $742K 0.12% +24 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,889 shares; 2025Q1: 15,092 shares; 2025Q2: 4,768 shares; 2025Q3: 3,382 shares; 2025Q4: 3,993 shares; 2026Q1: 3,717 shares; 2026Q2: 3,996 shares 3,996 $740K 0.12% +279 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,012 shares; 2025Q1: 35,475 shares; 2025Q2: 5,198 shares; 2025Q3: 2,737 shares; 2025Q4: 3,884 shares; 2026Q1: 5,653 shares; 2026Q2: 6,343 shares 6,343 $740K 0.12% +690 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,562 shares 18,562 $725K 0.12% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 569 shares; 2025Q4: 727 shares; 2026Q1: 816 shares; 2026Q2: 691 shares 691 $721K 0.12% -125 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 28,014 shares; 2025Q2: 7,216 shares; 2025Q3: 4,198 shares; 2025Q4: 4,357 shares; 2026Q1: 4,235 shares; 2026Q2: 4,740 shares 4,740 $712K 0.12% +505 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,960 shares; 2025Q2: 5,820 shares; 2025Q3: 5,890 shares; 2025Q4: 7,677 shares; 2026Q1: not reported; 2026Q2: 7,920 shares 7,920 $708K 0.12% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,560 shares; 2025Q4: 7,366 shares; 2026Q1: 7,869 shares; 2026Q2: 7,437 shares 7,437 $707K 0.12% -432 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,445 shares; 2025Q2: 5,610 shares; 2025Q3: 5,618 shares; 2025Q4: 5,520 shares; 2026Q1: 8,600 shares; 2026Q2: 8,550 shares 8,550 $706K 0.12% -50 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,734 shares 7,734 $697K 0.12% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,266 shares; 2025Q3: 2,394 shares; 2025Q4: 3,330 shares; 2026Q1: 3,777 shares; 2026Q2: 4,148 shares 4,148 $691K 0.12% +371 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: not loaded; 2024Q4: not reported; 2025Q1: 17,842 shares; 2025Q2: 17,692 shares; 2025Q3: 17,688 shares; 2025Q4: 17,832 shares; 2026Q1: 17,532 shares; 2026Q2: 17,188 shares 17,188 $691K 0.12% -344 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,005 shares; 2026Q2: 1,116 shares 1,116 $688K 0.12% +111 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,534 shares; 2026Q2: 22,488 shares 22,488 $688K 0.12% +1,954 Timeline FVAL 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 loaded; 2024Q4: 5,015 shares; 2025Q1: 10,332 shares; 2025Q2: 9,057 shares; 2025Q3: 7,651 shares; 2025Q4: 8,014 shares; 2026Q1: 8,712 shares; 2026Q2: 8,797 shares 8,797 $686K 0.11% +85 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,220 shares; 2025Q1: 24,090 shares; 2025Q2: 1,230 shares; 2025Q3: 1,377 shares; 2025Q4: 1,587 shares; 2026Q1: 1,644 shares; 2026Q2: 2,255 shares 2,255 $683K 0.11% +611 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,611 shares 4,611 $675K 0.11% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,220 shares; 2025Q2: 15,460 shares; 2025Q3: 9,503 shares; 2025Q4: 10,257 shares; 2026Q1: 10,366 shares; 2026Q2: 11,288 shares 11,288 $674K 0.11% +922 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,339 shares; 2026Q1: 9,658 shares; 2026Q2: 9,662 shares 9,662 $673K 0.11% +4 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,170 shares; 2026Q1: 6,958 shares; 2026Q2: 7,799 shares 7,799 $673K 0.11% +841 Timeline BAUG 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 loaded; 2024Q4: 6,588 shares; 2025Q1: 6,580 shares; 2025Q2: not reported; 2025Q3: 16,069 shares; 2025Q4: 19,160 shares; 2026Q1: 19,731 shares; 2026Q2: 12,430 shares 12,430 $666K 0.11% -7,301 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,296 shares; 2025Q2: 7,618 shares; 2025Q3: 7,850 shares; 2025Q4: 8,734 shares; 2026Q1: 9,338 shares; 2026Q2: 10,132 shares 10,132 $664K 0.11% +794 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,821 shares 9,821 $663K 0.11% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,697 shares 19,697 $655K 0.11% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,178 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,843 shares 3,843 $653K 0.11% new Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,018 shares; 2026Q1: 25,176 shares; 2026Q2: 17,920 shares 17,920 $651K 0.11% -7,256 Timeline BAPR 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 loaded; 2024Q4: 7,735 shares; 2025Q1: 71,357 shares; 2025Q2: 22,849 shares; 2025Q3: 21,623 shares; 2025Q4: 12,854 shares; 2026Q1: 12,248 shares; 2026Q2: 12,210 shares 12,210 $650K 0.11% -38 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,527 shares; 2025Q2: 12,610 shares; 2025Q3: 12,084 shares; 2025Q4: 12,304 shares; 2026Q1: 12,304 shares; 2026Q2: 12,348 shares 12,348 $649K 0.11% +44 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,365 shares; 2026Q1: 6,580 shares; 2026Q2: 6,683 shares 6,683 $645K 0.11% +103 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,858 shares 13,858 $634K 0.11% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,408 shares; 2025Q3: 2,989 shares; 2025Q4: 3,306 shares; 2026Q1: 6,143 shares; 2026Q2: 6,227 shares 6,227 $633K 0.11% +84 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,456 shares; 2025Q2: 7,718 shares; 2025Q3: 4,448 shares; 2025Q4: 5,128 shares; 2026Q1: 5,558 shares; 2026Q2: 5,800 shares 5,800 $633K 0.11% +242 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,508 shares; 2025Q1: 37,435 shares; 2025Q2: 10,137 shares; 2025Q3: 8,423 shares; 2025Q4: 7,783 shares; 2026Q1: 7,757 shares; 2026Q2: 6,194 shares 6,194 $624K 0.1% -1,563 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,449 shares; 2025Q1: 296,381 shares; 2025Q2: 49,576 shares; 2025Q3: 24,921 shares; 2025Q4: 29,699 shares; 2026Q1: 17,593 shares; 2026Q2: 14,702 shares 14,702 $622K 0.1% -2,891 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,220 shares; 2025Q2: 13,296 shares; 2025Q3: 9,476 shares; 2025Q4: 10,239 shares; 2026Q1: 10,947 shares; 2026Q2: 8,674 shares 8,674 $618K 0.1% -2,273 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,081 shares; 2025Q1: 12,842 shares; 2025Q2: 17,888 shares; 2025Q3: 6,063 shares; 2025Q4: 8,809 shares; 2026Q1: 8,511 shares; 2026Q2: 7,356 shares 7,356 $616K 0.1% -1,155 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 477 shares; 2025Q1: 14,499 shares; 2025Q2: 972 shares; 2025Q3: 658 shares; 2025Q4: 795 shares; 2026Q1: 982 shares; 2026Q2: 1,099 shares 1,099 $616K 0.1% +117 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,202 shares 16,202 $605K 0.1% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,163 shares; 2026Q1: 12,381 shares; 2026Q2: 13,020 shares 13,020 $601K 0.1% +639 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,624 shares; 2025Q4: 20,843 shares; 2026Q1: 31,484 shares; 2026Q2: 35,538 shares 35,538 $601K 0.1% +4,054 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares; 2025Q4: 1,411 shares; 2026Q1: 2,028 shares; 2026Q2: 2,466 shares 2,466 $589K 0.1% +438 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 loaded; 2024Q4: 90,804 shares; 2025Q1: not reported; 2025Q2: 11,946 shares; 2025Q3: not reported; 2025Q4: 8,464 shares; 2026Q1: 20,583 shares; 2026Q2: 22,704 shares 22,704 $589K 0.1% +2,121 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,314 shares; 2025Q2: 2,060 shares; 2025Q3: 1,874 shares; 2025Q4: not reported; 2026Q1: 3,473 shares; 2026Q2: 4,729 shares 4,729 $588K 0.1% +1,256 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: not loaded; 2024Q4: 7,145 shares; 2025Q1: 80,720 shares; 2025Q2: 4,270 shares; 2025Q3: 4,995 shares; 2025Q4: 5,334 shares; 2026Q1: 5,720 shares; 2026Q2: 6,093 shares 6,093 $586K 0.1% +373 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,940 shares; 2025Q2: 4,882 shares; 2025Q3: 5,202 shares; 2025Q4: 5,135 shares; 2026Q1: 5,135 shares; 2026Q2: 5,198 shares 5,198 $573K 0.1% +63 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: not loaded; 2024Q4: 4,362 shares; 2025Q1: 8,435 shares; 2025Q2: 8,956 shares; 2025Q3: 10,843 shares; 2025Q4: 10,082 shares; 2026Q1: 12,545 shares; 2026Q2: 11,132 shares 11,132 $568K 0.1% -1,413 Timeline FCLD 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 loaded; 2024Q4: not reported; 2025Q1: 15,114 shares; 2025Q2: 17,794 shares; 2025Q3: 18,035 shares; 2025Q4: 17,048 shares; 2026Q1: 14,798 shares; 2026Q2: 14,384 shares 14,384 $559K 0.09% -414 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,610 shares; 2025Q2: 5,654 shares; 2025Q3: 5,639 shares; 2025Q4: 5,360 shares; 2026Q1: 6,541 shares; 2026Q2: 11,122 shares 11,122 $551K 0.09% +4,581 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,878 shares; 2025Q2: 4,680 shares; 2025Q3: 4,788 shares; 2025Q4: 5,091 shares; 2026Q1: 5,246 shares; 2026Q2: 5,599 shares 5,599 $550K 0.09% +353 Timeline KJAN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,307 shares; 2026Q1: 15,326 shares; 2026Q2: 12,046 shares 12,046 $550K 0.09% -3,280 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,587 shares; 2025Q4: 15,837 shares; 2026Q1: 22,496 shares; 2026Q2: 24,557 shares 24,557 $549K 0.09% +2,061 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,723 shares; 2025Q4: 6,353 shares; 2026Q1: 6,555 shares; 2026Q2: 6,689 shares 6,689 $544K 0.09% +134 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,415 shares; 2025Q2: 15,166 shares; 2025Q3: 13,514 shares; 2025Q4: 13,601 shares; 2026Q1: 13,601 shares; 2026Q2: 13,646 shares 13,646 $543K 0.09% +45 Timeline ZFEB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,924 shares; 2026Q2: 20,889 shares 20,889 $543K 0.09% -35 Timeline BDEC 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 loaded; 2024Q4: 11,592 shares; 2025Q1: 112,658 shares; 2025Q2: 10,285 shares; 2025Q3: 10,170 shares; 2025Q4: 10,170 shares; 2026Q1: 10,170 shares; 2026Q2: 10,170 shares 10,170 $541K 0.09% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,645 shares 19,645 $537K 0.09% new Timeline CXDO CREXENDO INC More: the full row for CREXENDO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,335 shares; 2026Q1: 67,738 shares; 2026Q2: 71,515 shares 71,515 $534K 0.09% +3,777 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,985 shares; 2025Q1: not reported; 2025Q2: 3,978 shares; 2025Q3: 2,997 shares; 2025Q4: 6,004 shares; 2026Q1: 6,543 shares; 2026Q2: 6,555 shares 6,555 $531K 0.09% +12 Timeline AVNM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,277 shares; 2026Q2: 6,400 shares 6,400 $527K 0.09% +123 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 399 shares; 2026Q2: 384 shares 384 $523K 0.09% -15 Timeline SPMO 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 loaded; 2024Q4: 52,977 shares; 2025Q1: 3,451 shares; 2025Q2: 2,215 shares; 2025Q3: 1,791 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,226 shares 3,226 $521K 0.09% new Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,152 shares; 2025Q3: 17,693 shares; 2025Q4: 26,697 shares; 2026Q1: 30,660 shares; 2026Q2: 32,751 shares 32,751 $521K 0.09% +2,091 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,514 shares; 2025Q4: 8,741 shares; 2026Q1: 9,743 shares; 2026Q2: 9,713 shares 9,713 $519K 0.09% -30 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 loaded; 2024Q4: 10,396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,867 shares; 2026Q2: 6,867 shares 6,867 $517K 0.09% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,190 shares; 2025Q1: 27,712 shares; 2025Q2: 2,234 shares; 2025Q3: 1,154 shares; 2025Q4: 1,224 shares; 2026Q1: 1,612 shares; 2026Q2: 1,514 shares 1,514 $516K 0.09% -98 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,479 shares; 2025Q2: 4,917 shares; 2025Q3: 4,598 shares; 2025Q4: 5,093 shares; 2026Q1: 4,670 shares; 2026Q2: 4,439 shares 4,439 $510K 0.09% -231 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,146 shares; 2025Q3: 1,922 shares; 2025Q4: 1,810 shares; 2026Q1: 1,814 shares; 2026Q2: 1,777 shares 1,777 $508K 0.08% -37 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,122 shares; 2025Q1: 6,201 shares; 2025Q2: 1,768 shares; 2025Q3: 1,940 shares; 2025Q4: 2,287 shares; 2026Q1: 2,630 shares; 2026Q2: 3,111 shares 3,111 $504K 0.08% +481 Timeline RFIL RF INDS LTD More: the full row for RF INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,627 shares 23,627 $501K 0.08% new Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,287 shares 38,287 $494K 0.08% new Timeline XDQQ 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 loaded; 2024Q4: not reported; 2025Q1: 11,126 shares; 2025Q2: 10,738 shares; 2025Q3: 12,833 shares; 2025Q4: 12,811 shares; 2026Q1: 12,604 shares; 2026Q2: 12,104 shares 12,104 $493K 0.08% -500 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,223 shares; 2025Q3: 8,770 shares; 2025Q4: 8,823 shares; 2026Q1: 10,093 shares; 2026Q2: 10,119 shares 10,119 $489K 0.08% +26 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,071 shares; 2025Q1: 3,169 shares; 2025Q2: 4,872 shares; 2025Q3: 2,466 shares; 2025Q4: 2,350 shares; 2026Q1: 2,380 shares; 2026Q2: 2,467 shares 2,467 $487K 0.08% +87 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,514 shares; 2025Q2: 8,920 shares; 2025Q3: 7,358 shares; 2025Q4: 8,444 shares; 2026Q1: 8,349 shares; 2026Q2: 9,600 shares 9,600 $484K 0.08% +1,251 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,473 shares; 2025Q2: 5,038 shares; 2025Q3: 5,249 shares; 2025Q4: 5,355 shares; 2026Q1: 5,539 shares; 2026Q2: 6,129 shares 6,129 $480K 0.08% +590 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 loaded; 2024Q4: not reported; 2025Q1: 3,234 shares; 2025Q2: 3,349 shares; 2025Q3: 3,371 shares; 2025Q4: 3,091 shares; 2026Q1: 3,330 shares; 2026Q2: 5,351 shares 5,351 $477K 0.08% +2,021 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,004 shares; 2025Q1: 365,770 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,408 shares 3,408 $476K 0.08% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,598 shares; 2026Q2: 9,437 shares 9,437 $475K 0.08% +3,839 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,802 shares; 2025Q1: 214,925 shares; 2025Q2: 8,307 shares; 2025Q3: 8,116 shares; 2025Q4: 7,846 shares; 2026Q1: 7,978 shares; 2026Q2: 7,725 shares 7,725 $475K 0.08% -253 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: not loaded; 2024Q4: not reported; 2025Q1: 12,047 shares; 2025Q2: 3,212 shares; 2025Q3: 3,041 shares; 2025Q4: 1,891 shares; 2026Q1: 1,865 shares; 2026Q2: 1,872 shares 1,872 $472K 0.08% +7 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 777 shares; 2025Q1: 936 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares; 2026Q1: 1,127 shares; 2026Q2: 1,394 shares 1,394 $472K 0.08% +267 Timeline FMAT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,748 shares; 2025Q3: 6,006 shares; 2025Q4: 6,553 shares; 2026Q1: 6,506 shares; 2026Q2: 8,046 shares 8,046 $471K 0.08% +1,540 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 607 shares; 2026Q1: 771 shares; 2026Q2: 910 shares 910 $469K 0.08% +139 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,908 shares; 2025Q2: 8,887 shares; 2025Q3: 8,724 shares; 2025Q4: 9,097 shares; 2026Q1: 9,247 shares; 2026Q2: 9,513 shares 9,513 $469K 0.08% +266 Timeline POCT 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 loaded; 2024Q4: 6,100 shares; 2025Q1: 9,947 shares; 2025Q2: 9,650 shares; 2025Q3: 7,913 shares; 2025Q4: 10,444 shares; 2026Q1: 10,074 shares; 2026Q2: 10,074 shares 10,074 $468K 0.08% 0 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,661 shares; 2025Q2: 4,092 shares; 2025Q3: 4,225 shares; 2025Q4: 4,608 shares; 2026Q1: 4,769 shares; 2026Q2: 5,113 shares 5,113 $467K 0.08% +344 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,886 shares; 2025Q3: 7,676 shares; 2025Q4: not reported; 2026Q1: 7,596 shares; 2026Q2: 8,846 shares 8,846 $463K 0.08% +1,250 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,460 shares; 2025Q3: not reported; 2025Q4: 5,600 shares; 2026Q1: 12,137 shares; 2026Q2: 11,982 shares 11,982 $462K 0.08% -155 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $458K 0.08% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,546 shares; 2025Q2: 8,668 shares; 2025Q3: 9,307 shares; 2025Q4: 8,033 shares; 2026Q1: 7,464 shares; 2026Q2: 6,085 shares 6,085 $457K 0.08% -1,379 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 874 shares; 2025Q1: 14,373 shares; 2025Q2: 1,421 shares; 2025Q3: 1,788 shares; 2025Q4: 1,589 shares; 2026Q1: 1,753 shares; 2026Q2: 1,573 shares 1,573 $457K 0.08% -180 Timeline TJUL 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 loaded; 2024Q4: not reported; 2025Q1: 14,438 shares; 2025Q2: 14,435 shares; 2025Q3: 14,934 shares; 2025Q4: 15,202 shares; 2026Q1: 15,101 shares; 2026Q2: 15,098 shares 15,098 $456K 0.08% -3 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,456 shares; 2026Q2: 9,073 shares 9,073 $456K 0.08% +617 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,710 shares; 2025Q2: 10,275 shares; 2025Q3: 6,913 shares; 2025Q4: 6,103 shares; 2026Q1: 5,986 shares; 2026Q2: 5,990 shares 5,990 $454K 0.08% +4 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,734 shares; 2025Q2: 12,164 shares; 2025Q3: 11,757 shares; 2025Q4: 12,172 shares; 2026Q1: 11,738 shares; 2026Q2: 12,308 shares 12,308 $449K 0.08% +570 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: not loaded; 2024Q4: not reported; 2025Q1: 10,548 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,427 shares; 2026Q1: 4,829 shares; 2026Q2: 5,817 shares 5,817 $449K 0.08% +988 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,314 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,935 shares; 2026Q1: 3,713 shares; 2026Q2: 3,084 shares 3,084 $448K 0.07% -629 Timeline RWL 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 loaded; 2024Q4: 6,094 shares; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 2,296 shares; 2025Q4: 3,064 shares; 2026Q1: 2,758 shares; 2026Q2: 3,474 shares 3,474 $444K 0.07% +716 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,651 shares; 2025Q1: 33,563 shares; 2025Q2: 1,728 shares; 2025Q3: 1,732 shares; 2025Q4: 1,751 shares; 2026Q1: 1,712 shares; 2026Q2: 2,042 shares 2,042 $442K 0.07% +330 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,496 shares; 2025Q2: 1,974 shares; 2025Q3: 1,289 shares; 2025Q4: 1,561 shares; 2026Q1: 1,445 shares; 2026Q2: 1,553 shares 1,553 $441K 0.07% +108 Timeline WYY WIDEPOINT CORP More: the full row for WIDEPOINT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,186 shares 25,186 $441K 0.07% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,227 shares; 2025Q1: 12,286 shares; 2025Q2: 3,612 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,276 shares 4,276 $437K 0.07% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,671 shares; 2025Q1: 19,905 shares; 2025Q2: 12,545 shares; 2025Q3: 13,227 shares; 2025Q4: 11,607 shares; 2026Q1: 12,127 shares; 2026Q2: 11,761 shares 11,761 $435K 0.07% -366 Timeline LQDH 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 loaded; 2024Q4: 8,800 shares; 2025Q1: 47,445 shares; 2025Q2: 10,204 shares; 2025Q3: 8,897 shares; 2025Q4: 7,244 shares; 2026Q1: 6,353 shares; 2026Q2: 4,657 shares 4,657 $434K 0.07% -1,696 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 505 shares 505 $433K 0.07% new Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,565 shares 9,565 $432K 0.07% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,189 shares; 2025Q1: 3,474 shares; 2025Q2: 5,184 shares; 2025Q3: 3,588 shares; 2025Q4: 4,036 shares; 2026Q1: 4,898 shares; 2026Q2: 5,924 shares 5,924 $427K 0.07% +1,026 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,110 shares; 2025Q1: 5,942 shares; 2025Q2: 7,432 shares; 2025Q3: 4,448 shares; 2025Q4: 5,036 shares; 2026Q1: 4,786 shares; 2026Q2: 5,366 shares 5,366 $426K 0.07% +580 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,954 shares; 2025Q2: 4,919 shares; 2025Q3: 5,120 shares; 2025Q4: 5,534 shares; 2026Q1: 5,696 shares; 2026Q2: 6,275 shares 6,275 $424K 0.07% +579 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,634 shares; 2025Q1: 57,349 shares; 2025Q2: 7,668 shares; 2025Q3: 4,509 shares; 2025Q4: 4,187 shares; 2026Q1: 4,337 shares; 2026Q2: 4,397 shares 4,397 $424K 0.07% +60 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,939 shares; 2026Q1: 10,815 shares; 2026Q2: 12,672 shares 12,672 $418K 0.07% +1,857 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,884 shares; 2025Q1: 7,285 shares; 2025Q2: 7,753 shares; 2025Q3: 7,644 shares; 2025Q4: 6,575 shares; 2026Q1: 8,679 shares; 2026Q2: 8,323 shares 8,323 $417K 0.07% -356 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,298 shares; 2026Q2: 13,033 shares 13,033 $414K 0.07% +5,735 Timeline NPCE NEUROPACE INC More: the full row for NEUROPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,644 shares; 2026Q2: 25,470 shares 25,470 $405K 0.07% +2,826 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,023 shares; 2026Q1: not reported; 2026Q2: 17,557 shares 17,557 $402K 0.07% new Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,767 shares 11,767 $399K 0.07% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,992 shares; 2025Q4: 5,611 shares; 2026Q1: 5,359 shares; 2026Q2: 5,248 shares 5,248 $397K 0.07% -111 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 429 shares; 2025Q1: 14,937 shares; 2025Q2: 770 shares; 2025Q3: 729 shares; 2025Q4: 746 shares; 2026Q1: 757 shares; 2026Q2: 1,523 shares 1,523 $397K 0.07% +766 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,483 shares; 2025Q2: not reported; 2025Q3: 8,493 shares; 2025Q4: 11,263 shares; 2026Q1: 11,556 shares; 2026Q2: 12,626 shares 12,626 $397K 0.07% +1,070 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 loaded; 2024Q4: not reported; 2025Q1: 35,953 shares; 2025Q2: 5,567 shares; 2025Q3: 10,438 shares; 2025Q4: 10,446 shares; 2026Q1: 6,959 shares; 2026Q2: 9,006 shares 9,006 $394K 0.07% +2,047 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 596 shares; 2026Q1: 824 shares; 2026Q2: 1,007 shares 1,007 $393K 0.07% +183 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,183 shares; 2025Q2: 1,774 shares; 2025Q3: not reported; 2025Q4: 1,649 shares; 2026Q1: 2,677 shares; 2026Q2: 3,430 shares 3,430 $392K 0.07% +753 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: not loaded; 2024Q4: 2,736 shares; 2025Q1: 20,850 shares; 2025Q2: 3,064 shares; 2025Q3: 1,472 shares; 2025Q4: 1,400 shares; 2026Q1: 1,425 shares; 2026Q2: 1,307 shares 1,307 $390K 0.07% -118 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760 shares; 2026Q1: 1,022 shares; 2026Q2: 1,391 shares 1,391 $389K 0.07% +369 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,418 shares 63,418 $389K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,416 shares; 2026Q1: not reported; 2026Q2: 5,123 shares 5,123 $389K 0.07% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,625 shares; 2026Q1: 2,385 shares; 2026Q2: 2,868 shares 2,868 $386K 0.06% +483 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,543 shares 8,543 $384K 0.06% new Timeline BMAR 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 loaded; 2024Q4: not reported; 2025Q1: 12,258 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,511 shares; 2026Q2: 6,625 shares 6,625 $382K 0.06% +114 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,134 shares; 2025Q1: 9,458 shares; 2025Q2: not reported; 2025Q3: 7,854 shares; 2025Q4: 11,394 shares; 2026Q1: 11,194 shares; 2026Q2: 11,204 shares 11,204 $381K 0.06% +10 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,581 shares; 2025Q2: 16,914 shares; 2025Q3: 8,562 shares; 2025Q4: 8,675 shares; 2026Q1: 8,608 shares; 2026Q2: 10,195 shares 10,195 $379K 0.06% +1,587 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,459 shares; 2025Q3: 3,341 shares; 2025Q4: 5,087 shares; 2026Q1: 5,349 shares; 2026Q2: 2,444 shares 2,444 $379K 0.06% -2,905 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,484 shares 22,484 $378K 0.06% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,413 shares; 2025Q3: 2,522 shares; 2025Q4: 2,337 shares; 2026Q1: 2,439 shares; 2026Q2: 3,020 shares 3,020 $377K 0.06% +581 Timeline OSG OCTAVE SPECIALTY GROUP INC More: the full row for OCTAVE SPECIALTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,404 shares; 2026Q2: 60,295 shares 60,295 $376K 0.06% +23,891 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 480 shares; 2026Q1: 651 shares; 2026Q2: 833 shares 833 $376K 0.06% +182 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 683 shares; 2026Q2: 809 shares 809 $375K 0.06% +126 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 loaded; 2024Q4: 10,372 shares; 2025Q1: 34,518 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares; 2026Q2: 2,022 shares 2,022 $374K 0.06% 0 Timeline PRTH PRIORITY TECHNOLOGY HLDGS IN More: the full row for PRIORITY TECHNOLOGY HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,168 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,100 shares 56,100 $374K 0.06% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,878 shares; 2025Q1: 134,018 shares; 2025Q2: 17,410 shares; 2025Q3: 17,620 shares; 2025Q4: 17,805 shares; 2026Q1: 17,993 shares; 2026Q2: 18,190 shares 18,190 $374K 0.06% +197 Timeline CVGI COMMERCIAL VEH GROUP INC More: the full row for COMMERCIAL VEH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,455 shares 80,455 $372K 0.06% new Timeline HYPR HYPERFINE INC More: the full row for HYPERFINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 274,677 shares 274,677 $371K 0.06% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,057 shares; 2026Q2: 3,045 shares 3,045 $371K 0.06% +988 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,616 shares; 2025Q1: 12,747 shares; 2025Q2: 10,167 shares; 2025Q3: 9,255 shares; 2025Q4: 7,450 shares; 2026Q1: 8,667 shares; 2026Q2: 7,253 shares 7,253 $370K 0.06% -1,414 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,454 shares; 2025Q1: 11,824 shares; 2025Q2: 4,730 shares; 2025Q3: 2,612 shares; 2025Q4: 3,714 shares; 2026Q1: 3,904 shares; 2026Q2: 2,328 shares 2,328 $369K 0.06% -1,576 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,335 shares; 2025Q1: 13,739 shares; 2025Q2: 12,216 shares; 2025Q3: 8,133 shares; 2025Q4: 11,828 shares; 2026Q1: 11,867 shares; 2026Q2: 11,236 shares 11,236 $366K 0.06% -631 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,971 shares; 2025Q1: 68,388 shares; 2025Q2: 8,988 shares; 2025Q3: 4,342 shares; 2025Q4: 8,140 shares; 2026Q1: 8,145 shares; 2026Q2: 8,069 shares 8,069 $366K 0.06% -76 Timeline RSKD RISKIFIED LTD More: the full row for RISKIFIED LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,380 shares 72,380 $365K 0.06% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares 6,300 $365K 0.06% 0 Timeline XGN EXAGEN INC More: the full row for EXAGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,034 shares 78,034 $363K 0.06% new 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: not loaded; 2024Q4: 2,080 shares; 2025Q1: 2,696 shares; 2025Q2: 2,398 shares; 2025Q3: 1,843 shares; 2025Q4: 2,022 shares; 2026Q1: 2,002 shares; 2026Q2: 2,022 shares 2,022 $361K 0.06% +20 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,429 shares 2,429 $360K 0.06% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,828 shares; 2025Q2: 12,124 shares; 2025Q3: 12,200 shares; 2025Q4: 9,711 shares; 2026Q1: 10,455 shares; 2026Q2: 4,693 shares 4,693 $359K 0.06% -5,762 Timeline TCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,892 shares; 2026Q1: 12,016 shares; 2026Q2: 13,460 shares 13,460 $357K 0.06% +1,444 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,578 shares; 2025Q1: 63,715 shares; 2025Q2: 9,366 shares; 2025Q3: 4,815 shares; 2025Q4: 3,249 shares; 2026Q1: 2,905 shares; 2026Q2: 2,769 shares 2,769 $356K 0.06% -136 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,079 shares 2,079 $355K 0.06% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,677 shares; 2025Q2: 1,958 shares; 2025Q3: 982 shares; 2025Q4: 1,021 shares; 2026Q1: 982 shares; 2026Q2: 1,167 shares 1,167 $354K 0.06% +185 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,459 shares; 2025Q1: 105,359 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,390 shares; 2026Q1: 4,408 shares; 2026Q2: 5,880 shares 5,880 $346K 0.06% +1,472 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 113,775 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,137 shares 15,137 $345K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: 31,082 shares; 2025Q2: 5,957 shares; 2025Q3: 8,844 shares; 2025Q4: 10,489 shares; 2026Q1: 3,929 shares; 2026Q2: 5,003 shares 5,003 $342K 0.06% +1,074 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,580 shares 1,580 $342K 0.06% 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: not loaded; 2024Q4: 949 shares; 2025Q1: 7,461 shares; 2025Q2: 2,436 shares; 2025Q3: 1,055 shares; 2025Q4: 1,084 shares; 2026Q1: 1,076 shares; 2026Q2: 1,033 shares 1,033 $341K 0.06% -43 Timeline FDIG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,957 shares 7,957 $340K 0.06% new Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,696 shares; 2025Q2: 6,951 shares; 2025Q3: 4,615 shares; 2025Q4: 6,642 shares; 2026Q1: 6,642 shares; 2026Q2: 6,018 shares 6,018 $334K 0.06% -624 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,527 shares; 2025Q1: 142,263 shares; 2025Q2: 17,238 shares; 2025Q3: 8,524 shares; 2025Q4: 6,872 shares; 2026Q1: not reported; 2026Q2: 6,964 shares 6,964 $331K 0.06% new Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,903 shares; 2025Q2: 5,016 shares; 2025Q3: 3,385 shares; 2025Q4: 4,725 shares; 2026Q1: 4,725 shares; 2026Q2: 4,181 shares 4,181 $329K 0.06% -544 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,092 shares; 2025Q3: 6,477 shares; 2025Q4: 8,615 shares; 2026Q1: 10,585 shares; 2026Q2: 9,818 shares 9,818 $327K 0.05% -767 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,472 shares; 2026Q1: 6,303 shares; 2026Q2: 7,788 shares 7,788 $325K 0.05% +1,485 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,548 shares; 2025Q1: 250,801 shares; 2025Q2: 241,654 shares; 2025Q3: 8,961 shares; 2025Q4: 14,915 shares; 2026Q1: 13,566 shares; 2026Q2: 13,452 shares 13,452 $324K 0.05% -114 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,799 shares; 2025Q1: 56,671 shares; 2025Q2: 3,838 shares; 2025Q3: 3,518 shares; 2025Q4: 3,522 shares; 2026Q1: 3,502 shares; 2026Q2: 3,356 shares 3,356 $324K 0.05% -146 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,667 shares; 2025Q1: 69,939 shares; 2025Q2: 6,932 shares; 2025Q3: 6,592 shares; 2025Q4: 6,814 shares; 2026Q1: 6,911 shares; 2026Q2: 8,770 shares 8,770 $322K 0.05% +1,859 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: not loaded; 2024Q4: 5,125 shares; 2025Q1: 66,524 shares; 2025Q2: 4,669 shares; 2025Q3: 3,695 shares; 2025Q4: 3,520 shares; 2026Q1: 3,320 shares; 2026Q2: 3,320 shares 3,320 $322K 0.05% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,097 shares; 2026Q1: 1,771 shares; 2026Q2: 2,330 shares 2,330 $319K 0.05% +559 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 loaded; 2024Q4: not reported; 2025Q1: 4,419 shares; 2025Q2: 8,052 shares; 2025Q3: 4,681 shares; 2025Q4: 5,767 shares; 2026Q1: 5,739 shares; 2026Q2: 6,054 shares 6,054 $318K 0.05% +315 Timeline BMAY 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 loaded; 2024Q4: not reported; 2025Q1: 13,885 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,715 shares 6,715 $318K 0.05% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,813 shares; 2026Q2: 13,450 shares 13,450 $318K 0.05% +2,637 Timeline IFLR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,961 shares 5,961 $316K 0.05% new Timeline BOCT 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 loaded; 2024Q4: not reported; 2025Q1: 74,177 shares; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 17,452 shares; 2026Q1: 17,508 shares; 2026Q2: 5,962 shares 5,962 $316K 0.05% -11,546 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,658 shares; 2025Q3: 7,474 shares; 2025Q4: 7,715 shares; 2026Q1: 9,173 shares; 2026Q2: 7,294 shares 7,294 $314K 0.05% -1,879 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,276 shares; 2025Q2: 12,958 shares; 2025Q3: not reported; 2025Q4: 6,069 shares; 2026Q1: 6,634 shares; 2026Q2: 6,071 shares 6,071 $314K 0.05% -563 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,571 shares; 2025Q1: 12,280 shares; 2025Q2: 2,121 shares; 2025Q3: 2,786 shares; 2025Q4: 3,176 shares; 2026Q1: 3,134 shares; 2026Q2: 3,317 shares 3,317 $314K 0.05% +183 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,533 shares; 2025Q1: 16,939 shares; 2025Q2: 15,481 shares; 2025Q3: 9,130 shares; 2025Q4: 9,568 shares; 2026Q1: 9,207 shares; 2026Q2: 6,279 shares 6,279 $313K 0.05% -2,928 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 8,250 shares; 2026Q2: 8,250 shares 8,250 $308K 0.05% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,233 shares; 2025Q2: 3,658 shares; 2025Q3: 3,531 shares; 2025Q4: 3,825 shares; 2026Q1: 4,320 shares; 2026Q2: 4,576 shares 4,576 $304K 0.05% +256 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,075 shares; 2025Q1: 1,226 shares; 2025Q2: 645 shares; 2025Q3: not reported; 2025Q4: 451 shares; 2026Q1: 570 shares; 2026Q2: 477 shares 477 $303K 0.05% -93 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,746 shares; 2025Q2: 9,982 shares; 2025Q3: 10,166 shares; 2025Q4: 10,133 shares; 2026Q1: 10,101 shares; 2026Q2: 10,089 shares 10,089 $302K 0.05% -12 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,955 shares; 2026Q1: 6,350 shares; 2026Q2: 7,186 shares 7,186 $298K 0.05% +836 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,344 shares; 2025Q1: 8,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239 shares; 2026Q2: 253 shares 253 $297K 0.05% +14 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,515 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,836 shares 2,836 $295K 0.05% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,799 shares; 2025Q2: 403 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386 shares 386 $294K 0.05% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,267 shares; 2025Q1: 7,406 shares; 2025Q2: 2,155 shares; 2025Q3: 2,118 shares; 2025Q4: 1,831 shares; 2026Q1: 1,881 shares; 2026Q2: 1,730 shares 1,730 $294K 0.05% -151 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,239 shares; 2025Q1: 5,075 shares; 2025Q2: 2,316 shares; 2025Q3: 1,706 shares; 2025Q4: 1,958 shares; 2026Q1: 1,918 shares; 2026Q2: 1,882 shares 1,882 $294K 0.05% -36 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: not loaded; 2024Q4: 84 shares; 2025Q1: 909 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,928 shares 2,928 $291K 0.05% new Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,252 shares; 2025Q3: 12,045 shares; 2025Q4: 17,468 shares; 2026Q1: 24,642 shares; 2026Q2: 22,119 shares 22,119 $290K 0.05% -2,523 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,653 shares; 2025Q2: 14,274 shares; 2025Q3: 13,751 shares; 2025Q4: 13,910 shares; 2026Q1: 14,079 shares; 2026Q2: 14,229 shares 14,229 $288K 0.05% +150 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,730 shares; 2025Q1: 22,934 shares; 2025Q2: 2,672 shares; 2025Q3: 1,295 shares; 2025Q4: 1,592 shares; 2026Q1: not reported; 2026Q2: 1,557 shares 1,557 $288K 0.05% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,543 shares; 2026Q2: 3,072 shares 3,072 $287K 0.05% +529 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,830 shares; 2026Q1: 6,873 shares; 2026Q2: 6,002 shares 6,002 $285K 0.05% -871 Timeline AAVM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,932 shares; 2025Q2: 9,797 shares; 2025Q3: not reported; 2025Q4: 9,690 shares; 2026Q1: 9,797 shares; 2026Q2: 8,420 shares 8,420 $284K 0.05% -1,377 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,892 shares; 2025Q3: 664 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 453 shares 453 $282K 0.05% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,667 shares; 2025Q2: 2,854 shares; 2025Q3: 1,789 shares; 2025Q4: 3,625 shares; 2026Q1: 3,357 shares; 2026Q2: 2,404 shares 2,404 $282K 0.05% -953 Timeline VIOV 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 loaded; 2024Q4: 2,454 shares; 2025Q1: 2,641 shares; 2025Q2: 5,200 shares; 2025Q3: 2,612 shares; 2025Q4: 2,350 shares; 2026Q1: 2,359 shares; 2026Q2: 2,369 shares 2,369 $278K 0.05% +10 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,529 shares; 2025Q1: 195,103 shares; 2025Q2: 5,938 shares; 2025Q3: 5,923 shares; 2025Q4: 6,304 shares; 2026Q1: 6,071 shares; 2026Q2: 6,071 shares 6,071 $277K 0.05% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,879 shares 12,879 $271K 0.05% new Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,496 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,321 shares; 2026Q2: 14,206 shares 14,206 $270K 0.05% -115 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,733 shares; 2025Q1: 6,814 shares; 2025Q2: 978 shares; 2025Q3: 490 shares; 2025Q4: 507 shares; 2026Q1: 642 shares; 2026Q2: 525 shares 525 $270K 0.05% -117 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,392 shares; 2025Q1: not reported; 2025Q2: 7,178 shares; 2025Q3: 3,588 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,173 shares 5,173 $268K 0.04% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,446 shares; 2026Q1: 3,445 shares; 2026Q2: 3,405 shares 3,405 $267K 0.04% -40 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,761 shares; 2025Q2: 1,431 shares; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 1,195 shares; 2026Q2: 1,189 shares 1,189 $263K 0.04% -6 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,562 shares; 2025Q3: not reported; 2025Q4: 5,508 shares; 2026Q1: 5,221 shares; 2026Q2: 5,283 shares 5,283 $262K 0.04% +62 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,904 shares; 2025Q1: 2,443 shares; 2025Q2: 2,466 shares; 2025Q3: 2,484 shares; 2025Q4: 2,492 shares; 2026Q1: 2,503 shares; 2026Q2: 2,513 shares 2,513 $257K 0.04% +10 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 2,818 shares; 2026Q1: 3,151 shares; 2026Q2: 2,527 shares 2,527 $254K 0.04% -624 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: not loaded; 2024Q4: 222 shares; 2025Q1: 137 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118 shares; 2026Q2: 149 shares 149 $253K 0.04% +31 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,705 shares; 2026Q2: 8,042 shares 8,042 $253K 0.04% -1,663 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: not loaded; 2024Q4: 49,982 shares; 2025Q1: not reported; 2025Q2: 24,446 shares; 2025Q3: 22,956 shares; 2025Q4: 23,531 shares; 2026Q1: 23,823 shares; 2026Q2: 23,398 shares 23,398 $252K 0.04% -425 Timeline JPLD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,094 shares; 2026Q1: 4,054 shares; 2026Q2: 4,767 shares 4,767 $249K 0.04% +713 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,419 shares; 2026Q1: 5,371 shares; 2026Q2: 5,476 shares 5,476 $249K 0.04% +105 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,427 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 820 shares 820 $248K 0.04% new Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,879 shares; 2025Q4: 4,112 shares; 2026Q1: 4,749 shares; 2026Q2: 4,760 shares 4,760 $247K 0.04% +11 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,569 shares; 2025Q1: 214,932 shares; 2025Q2: 11,239 shares; 2025Q3: 10,297 shares; 2025Q4: 10,811 shares; 2026Q1: 10,821 shares; 2026Q2: 11,032 shares 11,032 $247K 0.04% +211 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,332 shares; 2026Q2: 7,369 shares 7,369 $242K 0.04% +37 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,958 shares 7,958 $242K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: 3,036 shares; 2025Q2: 1,788 shares; 2025Q3: 1,104 shares; 2025Q4: 1,089 shares; 2026Q1: 1,064 shares; 2026Q2: 1,071 shares 1,071 $241K 0.04% +7 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,202 shares 1,202 $240K 0.04% 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: not loaded; 2024Q4: 10,051 shares; 2025Q1: not reported; 2025Q2: 18,922 shares; 2025Q3: 9,282 shares; 2025Q4: 7,887 shares; 2026Q1: 7,887 shares; 2026Q2: 7,887 shares 7,887 $238K 0.04% 0 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,317 shares; 2025Q1: 69,393 shares; 2025Q2: 6,396 shares; 2025Q3: 2,744 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,281 shares 2,281 $237K 0.04% new Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,410 shares; 2026Q2: 3,405 shares 3,405 $237K 0.04% -5 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,598 shares; 2025Q1: 16,608 shares; 2025Q2: 5,548 shares; 2025Q3: 2,920 shares; 2025Q4: 2,442 shares; 2026Q1: 2,424 shares; 2026Q2: 4,214 shares 4,214 $237K 0.04% +1,790 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: not loaded; 2024Q4: 6,927 shares; 2025Q1: 29,867 shares; 2025Q2: 35,006 shares; 2025Q3: 4,774 shares; 2025Q4: 4,776 shares; 2026Q1: 4,696 shares; 2026Q2: 4,665 shares 4,665 $236K 0.04% -31 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,019 shares; 2025Q1: 29,240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,455 shares; 2026Q2: 7,818 shares 7,818 $236K 0.04% +1,363 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,386 shares 4,386 $233K 0.04% new 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: not loaded; 2024Q4: 2,896 shares; 2025Q1: 3,853 shares; 2025Q2: not reported; 2025Q3: 1,924 shares; 2025Q4: not reported; 2026Q1: 1,707 shares; 2026Q2: 1,699 shares 1,699 $232K 0.04% -8 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,110 shares; 2025Q1: 8,784 shares; 2025Q2: 4,583 shares; 2025Q3: 4,499 shares; 2025Q4: 4,504 shares; 2026Q1: 4,504 shares; 2026Q2: 4,618 shares 4,618 $232K 0.04% +114 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,702 shares; 2025Q2: 2,948 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,972 shares 2,972 $232K 0.04% new Timeline IVVM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,342 shares; 2026Q2: 6,209 shares 6,209 $229K 0.04% -133 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,725 shares; 2025Q2: 7,079 shares; 2025Q3: 4,567 shares; 2025Q4: 2,452 shares; 2026Q1: 2,768 shares; 2026Q2: 1,043 shares 1,043 $229K 0.04% -1,725 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,409 shares; 2025Q2: 5,549 shares; 2025Q3: 5,044 shares; 2025Q4: 4,346 shares; 2026Q1: 5,076 shares; 2026Q2: 4,463 shares 4,463 $226K 0.04% -613 Timeline ZNOV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,130 shares; 2026Q1: 8,178 shares; 2026Q2: 8,174 shares 8,174 $224K 0.04% -4 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 393 shares; 2025Q2: 286 shares; 2025Q3: 210 shares; 2025Q4: 220 shares; 2026Q1: 221 shares; 2026Q2: 233 shares 233 $224K 0.04% +12 Timeline RFLR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,832 shares 6,832 $224K 0.04% new Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,418 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,238 shares 6,238 $222K 0.04% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,469 shares; 2025Q1: 826 shares; 2025Q2: 755 shares; 2025Q3: 1,029 shares; 2025Q4: 1,959 shares; 2026Q1: not reported; 2026Q2: 607 shares 607 $222K 0.04% new Timeline SPAB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,707 shares 8,707 $222K 0.04% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,777 shares 12,777 $222K 0.04% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,908 shares 5,908 $221K 0.04% new Timeline JPIB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,048 shares; 2025Q4: 6,541 shares; 2026Q1: 5,043 shares; 2026Q2: 4,575 shares 4,575 $221K 0.04% -468 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,806 shares 7,806 $219K 0.04% new 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 loaded; 2024Q4: not reported; 2025Q1: 10,765 shares; 2025Q2: not reported; 2025Q3: 5,224 shares; 2025Q4: 5,224 shares; 2026Q1: 5,224 shares; 2026Q2: 5,224 shares 5,224 $218K 0.04% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,091 shares 2,091 $214K 0.04% new 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: not loaded; 2024Q4: 58,402 shares; 2025Q1: 371,098 shares; 2025Q2: 18,139 shares; 2025Q3: 17,674 shares; 2025Q4: 18,211 shares; 2026Q1: 16,954 shares; 2026Q2: 15,314 shares 15,314 $213K 0.04% -1,640 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,630 shares; 2025Q1: not reported; 2025Q2: 19,468 shares; 2025Q3: not reported; 2025Q4: 12,634 shares; 2026Q1: 12,634 shares; 2026Q2: 12,634 shares 12,634 $211K 0.04% 0 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $210K 0.04% 0 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: not loaded; 2024Q4: 3,092 shares; 2025Q1: 7,056 shares; 2025Q2: 5,142 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,372 shares 4,372 $210K 0.04% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 735 shares; 2025Q1: 629 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares 491 $209K 0.04% new Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,909 shares 7,909 $209K 0.03% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,260 shares; 2026Q2: 4,293 shares 4,293 $209K 0.03% +33 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767 shares 767 $207K 0.03% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,282 shares; 2025Q1: 1,556 shares; 2025Q2: 938 shares; 2025Q3: 494 shares; 2025Q4: 4,429 shares; 2026Q1: 4,510 shares; 2026Q2: 2,885 shares 2,885 $206K 0.03% -1,625 Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,366 shares; 2025Q2: 10,514 shares; 2025Q3: 10,140 shares; 2025Q4: 10,257 shares; 2026Q1: 10,380 shares; 2026Q2: 10,491 shares 10,491 $206K 0.03% +111 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 67,906 shares; 2025Q2: 2,421 shares; 2025Q3: 2,273 shares; 2025Q4: 2,303 shares; 2026Q1: 2,190 shares; 2026Q2: 2,143 shares 2,143 $206K 0.03% -47 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,638 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,010 shares 5,010 $204K 0.03% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 809 shares; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $201K 0.03% new 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: not loaded; 2024Q4: 6,796 shares; 2025Q1: 54,686 shares; 2025Q2: 8,494 shares; 2025Q3: 4,745 shares; 2025Q4: 4,157 shares; 2026Q1: not reported; 2026Q2: 3,986 shares 3,986 $200K 0.03% new Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,620 shares; 2025Q1: not reported; 2025Q2: 14,620 shares; 2025Q3: 14,620 shares; 2025Q4: 14,620 shares; 2026Q1: 14,620 shares; 2026Q2: 14,620 shares 14,620 $183K 0.03% 0 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,159 shares; 2025Q1: not reported; 2025Q2: 16,169 shares; 2025Q3: 16,169 shares; 2025Q4: 16,169 shares; 2026Q1: 16,169 shares; 2026Q2: 16,169 shares 16,169 $183K 0.03% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,487 shares; 2025Q4: 12,487 shares; 2026Q1: 12,487 shares; 2026Q2: 12,487 shares 12,487 $154K 0.03% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,960 shares; 2025Q1: not reported; 2025Q2: 19,905 shares; 2025Q3: 19,905 shares; 2025Q4: 19,905 shares; 2026Q1: 19,905 shares; 2026Q2: 15,655 shares 15,655 $129K 0.02% -4,250 Timeline