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HARBOUR INVESTMENTS, INC.

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13F filer, CIK 810121, MADISON, WI

HARBOUR INVESTMENTS, INC. reported $7,426,684,157 across 4,768 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 18.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000810121-26-000005

Period
2026-06-30
Reported value
$7.43B
Holdings
4,768
Top 10 weight
18.8%
New
273
Sold out
178

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+646,881$55.7M
SPCTnew+1,594,641$43.2M
VGTadded+300,144$35.9M
XOMnew+114,436$15.6M
VOadded+170,089$13.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XOMexited-131,293-$22.3M
THIRreduced-249,991-$8.62M
HONexited-27,771-$6.28M
TQQQreduced-63,721-$5.16M
SGOLreduced-99,263-$3.79M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000810121-26-000005, largest first. % of portfolio is the value over $7,426,684,157, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,230 shares; 2024Q4: 9,917 shares; 2025Q1: 9,025 shares; 2025Q2: 9,365 shares; 2025Q3: 9,394 shares; 2025Q4: 9,914 shares; 2026Q1: 16,075 shares; 2026Q2: 16,377 shares 16,377$2.24M0.03%+302Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,537 shares; 2025Q1: 1,521 shares; 2025Q2: 1,513 shares; 2025Q3: 1,550 shares; 2025Q4: 1,470 shares; 2026Q1: 1,998 shares; 2026Q2: 1,974 shares 1,974$2.24M0.03%-24Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,286 shares; 2024Q4: 4,702 shares; 2025Q1: 4,716 shares; 2025Q2: 4,294 shares; 2025Q3: 4,710 shares; 2025Q4: 4,756 shares; 2026Q1: 5,804 shares; 2026Q2: 6,190 shares 6,190$2.23M0.03%+386Timeline
THNQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,776 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,845 shares; 2026Q1: 1,057 shares; 2026Q2: 24,358 shares 24,358$2.22M0.03%+23,301Timeline
EJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 6,050 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 5,599 shares; 2026Q1: 16,265 shares; 2026Q2: 61,542 shares 61,542$2.22M0.03%+45,277Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,961 shares 12,961$2.21M0.03%newTimeline
FICSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,982 shares; 2024Q4: 70,982 shares; 2025Q1: 39,637 shares; 2025Q2: 53,733 shares; 2025Q3: 56,042 shares; 2025Q4: 59,206 shares; 2026Q1: 50,498 shares; 2026Q2: 52,879 shares 52,879$2.21M0.03%+2,381Timeline
FMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,601 shares; 2024Q4: 12,624 shares; 2025Q1: 12,318 shares; 2025Q2: 12,199 shares; 2025Q3: 29,566 shares; 2025Q4: 28,735 shares; 2026Q1: 46,237 shares; 2026Q2: 42,917 shares 42,917$2.2M0.03%-3,320Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,826 shares; 2024Q4: 3,113 shares; 2025Q1: 2,593 shares; 2025Q2: 2,154 shares; 2025Q3: 1,690 shares; 2025Q4: 1,576 shares; 2026Q1: 22,284 shares; 2026Q2: 28,150 shares 28,150$2.2M0.03%+5,866Timeline
OCTHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,315 shares; 2024Q4: 54,034 shares; 2025Q1: 62,272 shares; 2025Q2: 98,388 shares; 2025Q3: 173,429 shares; 2025Q4: 134,548 shares; 2026Q1: 142,794 shares; 2026Q2: 91,585 shares 91,585$2.2M0.03%-51,209Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 1,000 shares; 2025Q2: 1,200 shares; 2025Q3: 1,033 shares; 2025Q4: 9,044 shares; 2026Q1: 56,686 shares; 2026Q2: 58,782 shares 58,782$2.19M0.03%+2,096Timeline
APRHINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,420 shares; 2024Q4: 69,535 shares; 2025Q1: 68,817 shares; 2025Q2: 167,907 shares; 2025Q3: 164,098 shares; 2025Q4: 129,306 shares; 2026Q1: 137,309 shares; 2026Q2: 87,521 shares 87,521$2.18M0.03%-49,788Timeline
APRJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,955 shares; 2024Q4: 104,566 shares; 2025Q1: 103,507 shares; 2025Q2: 169,583 shares; 2025Q3: 163,712 shares; 2025Q4: 129,406 shares; 2026Q1: 137,538 shares; 2026Q2: 87,908 shares 87,908$2.18M0.03%-49,630Timeline
PDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,180 shares; 2024Q4: 97,825 shares; 2025Q1: 99,735 shares; 2025Q2: 309,329 shares; 2025Q3: 55,426 shares; 2025Q4: 50,123 shares; 2026Q1: 46,609 shares; 2026Q2: 47,276 shares 47,276$2.17M0.03%+667Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,198 shares; 2024Q4: 26,900 shares; 2025Q1: 19,786 shares; 2025Q2: 19,843 shares; 2025Q3: 19,224 shares; 2025Q4: 17,646 shares; 2026Q1: 42,560 shares; 2026Q2: 25,982 shares 25,982$2.16M0.03%-16,578Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,151 shares; 2024Q4: 1,190 shares; 2025Q1: 1,196 shares; 2025Q2: 1,625 shares; 2025Q3: 1,214 shares; 2025Q4: 6,061 shares; 2026Q1: 6,591 shares; 2026Q2: 6,518 shares 6,518$2.15M0.03%-73Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 761 shares; 2025Q4: 11,446 shares; 2026Q1: 49,472 shares; 2026Q2: 54,394 shares 54,394$2.15M0.03%+4,922Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,264 shares; 2025Q4: 7,138 shares; 2026Q1: 9,886 shares; 2026Q2: 35,934 shares 35,934$2.15M0.03%+26,048Timeline
ZDEKINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 91,544 shares; 2025Q1: 99,466 shares; 2025Q2: 313,497 shares; 2025Q3: 193,450 shares; 2025Q4: 196,686 shares; 2026Q1: 118,761 shares; 2026Q2: 80,980 shares 80,980$2.14M0.03%-37,781Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,920 shares; 2025Q3: 1,929 shares; 2025Q4: 2,632 shares; 2026Q1: 28,853 shares; 2026Q2: 29,315 shares 29,315$2.14M0.03%+462Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,827 shares; 2024Q4: 13,575 shares; 2025Q1: 16,612 shares; 2025Q2: 29,776 shares; 2025Q3: 35,251 shares; 2025Q4: 23,131 shares; 2026Q1: 28,321 shares; 2026Q2: 29,558 shares 29,558$2.13M0.03%+1,237Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,858 shares; 2024Q4: 12,066 shares; 2025Q1: 50,684 shares; 2025Q2: 54,487 shares; 2025Q3: 57,731 shares; 2025Q4: 60,740 shares; 2026Q1: 41,308 shares; 2026Q2: 26,827 shares 26,827$2.13M0.03%-14,481Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030 shares; 2024Q4: 44,297 shares; 2025Q1: 43,717 shares; 2025Q2: 17,753 shares; 2025Q3: 18,545 shares; 2025Q4: 18,158 shares; 2026Q1: 10,487 shares; 2026Q2: 12,395 shares 12,395$2.11M0.03%+1,908Timeline
OCTJINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,319 shares; 2024Q4: 84,608 shares; 2025Q1: 94,020 shares; 2025Q2: 135,608 shares; 2025Q3: 156,663 shares; 2025Q4: 127,864 shares; 2026Q1: 136,753 shares; 2026Q2: 88,102 shares 88,102$2.11M0.03%-48,651Timeline
DRIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,999 shares; 2024Q4: 2,955 shares; 2025Q1: 2,760 shares; 2025Q2: 1,746 shares; 2025Q3: 1,773 shares; 2025Q4: 1,521 shares; 2026Q1: 45,871 shares; 2026Q2: 54,579 shares 54,579$2.11M0.03%+8,708Timeline
XIJNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,324 shares; 2024Q4: 49,878 shares; 2025Q1: 53,220 shares; 2025Q2: 55,048 shares; 2025Q3: 58,563 shares; 2025Q4: 60,210 shares; 2026Q1: 68,199 shares; 2026Q2: 68,678 shares 68,678$2.1M0.03%+479Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,457 shares; 2024Q4: 3,345 shares; 2025Q1: 3,389 shares; 2025Q2: 3,050 shares; 2025Q3: 3,077 shares; 2025Q4: 3,276 shares; 2026Q1: 4,124 shares; 2026Q2: 4,182 shares 4,182$2.1M0.03%+58Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,942 shares; 2024Q4: 5,365 shares; 2025Q1: 7,966 shares; 2025Q2: 6,377 shares; 2025Q3: 6,846 shares; 2025Q4: 6,505 shares; 2026Q1: 14,419 shares; 2026Q2: 37,739 shares 37,739$2.09M0.03%+23,320Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,584 shares; 2024Q4: 6,952 shares; 2025Q1: 9,410 shares; 2025Q2: 10,760 shares; 2025Q3: 8,512 shares; 2025Q4: 8,444 shares; 2026Q1: 14,731 shares; 2026Q2: 15,819 shares 15,819$2.08M0.03%+1,088Timeline
BULPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: 4,830 shares; 2025Q2: 15,866 shares; 2025Q3: 17,589 shares; 2025Q4: 20,345 shares; 2026Q1: 28,858 shares; 2026Q2: 35,230 shares 35,230$2.08M0.03%+6,372Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,149 shares; 2024Q4: 1,967 shares; 2025Q1: 1,958 shares; 2025Q2: 1,930 shares; 2025Q3: 4,474 shares; 2025Q4: 4,551 shares; 2026Q1: 4,349 shares; 2026Q2: 21,493 shares 21,493$2.08M0.03%+17,144Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: 693 shares; 2025Q2: 643 shares; 2025Q3: 642 shares; 2025Q4: 1,801 shares; 2026Q1: 1,965 shares; 2026Q2: 2,151 shares 2,151$2.07M0.03%+186Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,860 shares; 2024Q4: 12,584 shares; 2025Q1: 11,108 shares; 2025Q2: 12,189 shares; 2025Q3: 11,691 shares; 2025Q4: 9,890 shares; 2026Q1: 7,412 shares; 2026Q2: 7,811 shares 7,811$2.07M0.03%+399Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 2,274 shares; 2025Q1: 3,742 shares; 2025Q2: 8,991 shares; 2025Q3: 13,663 shares; 2025Q4: 15,013 shares; 2026Q1: 17,009 shares; 2026Q2: 17,909 shares 17,909$2.05M0.03%+900Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,970 shares; 2024Q4: 22,609 shares; 2025Q1: 21,744 shares; 2025Q2: 23,507 shares; 2025Q3: 25,338 shares; 2025Q4: 28,614 shares; 2026Q1: 41,996 shares; 2026Q2: 44,627 shares 44,627$2.04M0.03%+2,631Timeline
BUFXFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185 shares; 2026Q2: 91,619 shares 91,619$2.03M0.03%+91,434Timeline
CGSDCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,070 shares; 2024Q4: 28,659 shares; 2025Q1: 35,959 shares; 2025Q2: 43,913 shares; 2025Q3: 46,429 shares; 2025Q4: 53,465 shares; 2026Q1: 89,285 shares; 2026Q2: 78,816 shares 78,816$2.03M0.03%-10,469Timeline
BSJUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,445 shares; 2025Q2: 15,730 shares; 2025Q3: 32,505 shares; 2025Q4: 63,870 shares; 2026Q1: 78,053 shares; 2026Q2: 78,538 shares 78,538$2.03M0.03%+485Timeline
DAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,129 shares; 2024Q4: 24,004 shares; 2025Q1: 22,729 shares; 2025Q2: 22,275 shares; 2025Q3: 25,473 shares; 2025Q4: 26,209 shares; 2026Q1: 42,931 shares; 2026Q2: 43,194 shares 43,194$2.02M0.03%+263Timeline
JRINUVEEN REAL ASSET INCOME & GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,499 shares; 2024Q4: 59,985 shares; 2025Q1: 65,038 shares; 2025Q2: 67,025 shares; 2025Q3: 71,353 shares; 2025Q4: 72,680 shares; 2026Q1: 137,879 shares; 2026Q2: 155,961 shares 155,961$2.02M0.03%+18,082Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386 shares; 2024Q4: 393 shares; 2025Q1: 441 shares; 2025Q2: 452 shares; 2025Q3: 457 shares; 2025Q4: 496 shares; 2026Q1: 623 shares; 2026Q2: 6,679 shares 6,679$2.02M0.03%+6,056Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,736 shares; 2024Q4: 1,676 shares; 2025Q1: 1,696 shares; 2025Q2: 1,652 shares; 2025Q3: 1,600 shares; 2025Q4: 1,509 shares; 2026Q1: 3,078 shares; 2026Q2: 3,882 shares 3,882$2.01M0.03%+804Timeline
FEBWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,937 shares; 2024Q4: 17,312 shares; 2025Q1: 55,400 shares; 2025Q2: 58,665 shares; 2025Q3: 46,606 shares; 2025Q4: 40,538 shares; 2026Q1: 61,995 shares; 2026Q2: 56,491 shares 56,491$2.01M0.03%-5,504Timeline
KMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,560 shares; 2026Q2: 66,012 shares 66,012$2.01M0.03%+64,452Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,990 shares; 2024Q4: 12,507 shares; 2025Q1: 11,868 shares; 2025Q2: 11,953 shares; 2025Q3: 11,780 shares; 2025Q4: 11,270 shares; 2026Q1: 23,544 shares; 2026Q2: 18,597 shares 18,597$2M0.03%-4,947Timeline
PBWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 239 shares; 2025Q1: 189 shares; 2025Q2: 158 shares; 2025Q3: 122 shares; 2025Q4: 30 shares; 2026Q1: 42,746 shares; 2026Q2: 51,169 shares 51,169$2M0.03%+8,423Timeline
FXRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,246 shares; 2024Q4: 34,666 shares; 2025Q1: 45,396 shares; 2025Q2: 47,725 shares; 2025Q3: 19,291 shares; 2025Q4: 18,225 shares; 2026Q1: 18,809 shares; 2026Q2: 21,889 shares 21,889$1.99M0.03%+3,080Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,647 shares; 2026Q2: 26,349 shares 26,349$1.99M0.03%+702Timeline
EFAXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,239 shares; 2024Q4: 29,873 shares; 2025Q1: 33,688 shares; 2025Q2: 33,598 shares; 2025Q3: 31,704 shares; 2025Q4: 35,674 shares; 2026Q1: 37,029 shares; 2026Q2: 36,772 shares 36,772$1.99M0.03%-257Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 3,421 shares; 2025Q1: 3,021 shares; 2025Q2: 2,983 shares; 2025Q3: 3,135 shares; 2025Q4: 2,975 shares; 2026Q1: 5,586 shares; 2026Q2: 5,602 shares 5,602$1.98M0.03%+16Timeline
JANWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,107 shares; 2024Q4: 48,569 shares; 2025Q1: 38,752 shares; 2025Q2: 38,747 shares; 2025Q3: 36,077 shares; 2025Q4: 35,321 shares; 2026Q1: 54,117 shares; 2026Q2: 51,143 shares 51,143$1.98M0.03%-2,974Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,838 shares; 2024Q4: 28,374 shares; 2025Q1: 27,844 shares; 2025Q2: 30,343 shares; 2025Q3: 30,038 shares; 2025Q4: 30,312 shares; 2026Q1: 45,398 shares; 2026Q2: 47,557 shares 47,557$1.97M0.03%+2,159Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,171 shares; 2024Q4: 36,177 shares; 2025Q1: 34,706 shares; 2025Q2: 35,177 shares; 2025Q3: 35,772 shares; 2025Q4: 34,030 shares; 2026Q1: 37,860 shares; 2026Q2: 39,196 shares 39,196$1.96M0.03%+1,336Timeline
KJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,945 shares; 2025Q3: 1,944 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 65,298 shares 65,298$1.95M0.03%+65,139Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 340 shares; 2025Q2: 1,077 shares; 2025Q3: 2,358 shares; 2025Q4: 15,989 shares; 2026Q1: 18,143 shares; 2026Q2: 19,703 shares 19,703$1.94M0.03%+1,560Timeline
REMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,395 shares; 2024Q4: 74,015 shares; 2025Q1: 76,803 shares; 2025Q2: 84,876 shares; 2025Q3: 90,264 shares; 2025Q4: 90,077 shares; 2026Q1: 91,186 shares; 2026Q2: 87,705 shares 87,705$1.93M0.03%-3,481Timeline
PJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,125 shares; 2024Q4: 159,421 shares; 2025Q1: 153,870 shares; 2025Q2: 136,506 shares; 2025Q3: 24,133 shares; 2025Q4: 9,093 shares; 2026Q1: 39,606 shares; 2026Q2: 39,585 shares 39,585$1.93M0.03%-21Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,093 shares; 2024Q4: 2,109 shares; 2025Q1: 2,117 shares; 2025Q2: 2,139 shares; 2025Q3: 2,169 shares; 2025Q4: 2,071 shares; 2026Q1: 2,934 shares; 2026Q2: 4,541 shares 4,541$1.93M0.03%+1,607Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,215 shares; 2024Q4: 8,309 shares; 2025Q1: 8,051 shares; 2025Q2: 7,358 shares; 2025Q3: 9,125 shares; 2025Q4: 8,687 shares; 2026Q1: 15,960 shares; 2026Q2: 16,276 shares 16,276$1.92M0.03%+316Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,306 shares; 2025Q1: 3,756 shares; 2025Q2: 4,339 shares; 2025Q3: 4,170 shares; 2025Q4: 4,795 shares; 2026Q1: 10,395 shares; 2026Q2: 11,025 shares 11,025$1.91M0.03%+630Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,928 shares; 2024Q4: 2,926 shares; 2025Q1: 3,006 shares; 2025Q2: 3,018 shares; 2025Q3: 3,103 shares; 2025Q4: 2,912 shares; 2026Q1: 3,833 shares; 2026Q2: 9,215 shares 9,215$1.9M0.03%+5,382Timeline
GFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,044 shares; 2024Q4: 31,796 shares; 2025Q1: 35,654 shares; 2025Q2: 37,411 shares; 2025Q3: 37,304 shares; 2025Q4: 31,627 shares; 2026Q1: 43,990 shares; 2026Q2: 42,997 shares 42,997$1.89M0.03%-993Timeline
NFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,890 shares; 2025Q2: 60,093 shares; 2025Q3: 59,999 shares; 2025Q4: 59,566 shares; 2026Q1: 62,883 shares; 2026Q2: 62,313 shares 62,313$1.89M0.03%-570Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,648 shares; 2024Q4: 20,515 shares; 2025Q1: 25,963 shares; 2025Q2: 20,605 shares; 2025Q3: 22,281 shares; 2025Q4: 23,108 shares; 2026Q1: 25,050 shares; 2026Q2: 19,730 shares 19,730$1.89M0.03%-5,320Timeline
JFRNUVEEN FLOATING RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,785 shares; 2024Q4: 76,387 shares; 2025Q1: 91,784 shares; 2025Q2: 100,898 shares; 2025Q3: 106,950 shares; 2025Q4: 123,969 shares; 2026Q1: 239,614 shares; 2026Q2: 245,449 shares 245,449$1.88M0.03%+5,835Timeline
FMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,192 shares; 2024Q4: 20,620 shares; 2025Q1: 19,987 shares; 2025Q2: 22,985 shares; 2025Q3: 14,685 shares; 2025Q4: 15,526 shares; 2026Q1: 26,165 shares; 2026Q2: 33,441 shares 33,441$1.88M0.03%+7,276Timeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,449 shares; 2024Q4: 26,906 shares; 2025Q1: 53,077 shares; 2025Q2: 67,984 shares; 2025Q3: 32,240 shares; 2025Q4: 29,914 shares; 2026Q1: 33,181 shares; 2026Q2: 32,188 shares 32,188$1.88M0.03%-993Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,279 shares; 2024Q4: 1,279 shares; 2025Q1: 1,337 shares; 2025Q2: 20,987 shares; 2025Q3: 19,645 shares; 2025Q4: 19,992 shares; 2026Q1: 20,239 shares; 2026Q2: 20,317 shares 20,317$1.87M0.03%+78Timeline
FJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,922 shares; 2024Q4: 16,898 shares; 2025Q1: 20,235 shares; 2025Q2: 22,126 shares; 2025Q3: 23,960 shares; 2025Q4: 19,544 shares; 2026Q1: 36,295 shares; 2026Q2: 33,890 shares 33,890$1.87M0.03%-2,405Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,264 shares; 2024Q4: 41,505 shares; 2025Q1: 42,063 shares; 2025Q2: 39,824 shares; 2025Q3: 39,509 shares; 2025Q4: 38,705 shares; 2026Q1: 50,266 shares; 2026Q2: 50,488 shares 50,488$1.86M0.03%+222Timeline
DJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,513 shares; 2024Q4: 19,465 shares; 2025Q1: 18,544 shares; 2025Q2: 16,304 shares; 2025Q3: 26,277 shares; 2025Q4: 27,229 shares; 2026Q1: 35,782 shares; 2026Q2: 36,996 shares 36,996$1.86M0.02%+1,214Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 23,015 shares; 2026Q2: 24,018 shares 24,018$1.85M0.02%+1,003Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,131 shares; 2024Q4: 35,398 shares; 2025Q1: 35,586 shares; 2025Q2: 36,709 shares; 2025Q3: 41,262 shares; 2025Q4: 37,883 shares; 2026Q1: 50,919 shares; 2026Q2: 51,340 shares 51,340$1.85M0.02%+421Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,072 shares; 2024Q4: 20,766 shares; 2025Q1: 28,872 shares; 2025Q2: 34,746 shares; 2025Q3: 34,381 shares; 2025Q4: 29,028 shares; 2026Q1: 31,199 shares; 2026Q2: 30,791 shares 30,791$1.84M0.02%-408Timeline
HWKNHAWKINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,349 shares; 2026Q2: 12,973 shares 12,973$1.84M0.02%-376Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 650 shares; 2025Q2: 644 shares; 2025Q3: 755 shares; 2025Q4: 1,017 shares; 2026Q1: 19,151 shares; 2026Q2: 11,573 shares 11,573$1.83M0.02%-7,578Timeline
AIOOAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,679 shares; 2025Q4: 50,520 shares; 2026Q1: 62,736 shares; 2026Q2: 69,119 shares 69,119$1.82M0.02%+6,383Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,874 shares; 2026Q2: 9,609 shares 9,609$1.82M0.02%-1,265Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 5,099 shares; 2025Q1: 4,268 shares; 2025Q2: 3,605 shares; 2025Q3: 4,415 shares; 2025Q4: 4,891 shares; 2026Q1: 6,343 shares; 2026Q2: 6,362 shares 6,362$1.82M0.02%+19Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,598 shares; 2024Q4: 25,370 shares; 2025Q1: 30,732 shares; 2025Q2: 28,092 shares; 2025Q3: 29,021 shares; 2025Q4: 26,990 shares; 2026Q1: 35,460 shares; 2026Q2: 38,132 shares 38,132$1.81M0.02%+2,672Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,509 shares; 2024Q4: 7,246 shares; 2025Q1: 5,273 shares; 2025Q2: 5,609 shares; 2025Q3: 7,433 shares; 2025Q4: 7,359 shares; 2026Q1: 17,771 shares; 2026Q2: 16,853 shares 16,853$1.79M0.02%-918Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,902 shares; 2024Q4: 3,905 shares; 2025Q1: 6,593 shares; 2025Q2: 6,766 shares; 2025Q3: 6,678 shares; 2025Q4: 8,096 shares; 2026Q1: 21,906 shares; 2026Q2: 23,883 shares 23,883$1.79M0.02%+1,977Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,794 shares; 2024Q4: 2,059 shares; 2025Q1: 2,397 shares; 2025Q2: 2,371 shares; 2025Q3: 2,324 shares; 2025Q4: 2,434 shares; 2026Q1: 13,425 shares; 2026Q2: 14,698 shares 14,698$1.78M0.02%+1,273Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,967 shares; 2025Q1: 10,834 shares; 2025Q2: 19,787 shares; 2025Q3: 26,258 shares; 2025Q4: 33,659 shares; 2026Q1: 41,432 shares; 2026Q2: 39,656 shares 39,656$1.78M0.02%-1,776Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,685 shares; 2024Q4: 5,209 shares; 2025Q1: 4,857 shares; 2025Q2: 4,712 shares; 2025Q3: 5,282 shares; 2025Q4: 9,440 shares; 2026Q1: 10,614 shares; 2026Q2: 10,106 shares 10,106$1.77M0.02%-508Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,076 shares; 2024Q4: 6,075 shares; 2025Q1: 6,076 shares; 2025Q2: 5,775 shares; 2025Q3: 5,762 shares; 2025Q4: 6,252 shares; 2026Q1: 7,666 shares; 2026Q2: 7,294 shares 7,294$1.77M0.02%-372Timeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 127 shares; 2026Q2: 10,072 shares 10,072$1.77M0.02%+9,945Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,699 shares; 2024Q4: 19,582 shares; 2025Q1: 20,027 shares; 2025Q2: 19,609 shares; 2025Q3: 20,703 shares; 2025Q4: 21,739 shares; 2026Q1: 32,397 shares; 2026Q2: 33,213 shares 33,213$1.76M0.02%+816Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,385 shares; 2024Q4: 9,415 shares; 2025Q1: 10,143 shares; 2025Q2: 10,143 shares; 2025Q3: 10,175 shares; 2025Q4: 9,583 shares; 2026Q1: 15,709 shares; 2026Q2: 15,680 shares 15,680$1.76M0.02%-29Timeline
OSISOSI SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 8,590 shares; 2025Q3: 8,628 shares; 2025Q4: 8,628 shares; 2026Q1: 8,041 shares; 2026Q2: 8,044 shares 8,044$1.76M0.02%+3Timeline
VTEIVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459 shares; 2024Q4: 6,735 shares; 2025Q1: 5,061 shares; 2025Q2: 4,906 shares; 2025Q3: 7,013 shares; 2025Q4: 11,161 shares; 2026Q1: 13,800 shares; 2026Q2: 17,257 shares 17,257$1.74M0.02%+3,457Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,204 shares; 2024Q4: 15,837 shares; 2025Q1: 15,321 shares; 2025Q2: 14,287 shares; 2025Q3: 13,229 shares; 2025Q4: 11,345 shares; 2026Q1: 15,794 shares; 2026Q2: 15,888 shares 15,888$1.74M0.02%+94Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,065 shares; 2024Q4: 24,799 shares; 2025Q1: 24,499 shares; 2025Q2: 22,778 shares; 2025Q3: 23,121 shares; 2025Q4: 22,190 shares; 2026Q1: 24,604 shares; 2026Q2: 22,817 shares 22,817$1.73M0.02%-1,787Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,584 shares; 2024Q4: 19,414 shares; 2025Q1: 13,173 shares; 2025Q2: 11,892 shares; 2025Q3: 11,892 shares; 2025Q4: 13,247 shares; 2026Q1: 34,483 shares; 2026Q2: 33,238 shares 33,238$1.73M0.02%-1,245Timeline
CGIBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,271 shares; 2025Q2: 9,759 shares; 2025Q3: 23,144 shares; 2025Q4: 35,300 shares; 2026Q1: 61,663 shares; 2026Q2: 67,880 shares 67,880$1.73M0.02%+6,217Timeline
XMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,189 shares; 2024Q4: 100,062 shares; 2025Q1: 53,082 shares; 2025Q2: 57,743 shares; 2025Q3: 49,749 shares; 2025Q4: 47,834 shares; 2026Q1: 45,143 shares; 2026Q2: 40,513 shares 40,513$1.73M0.02%-4,630Timeline
QMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,751 shares; 2024Q4: 52,777 shares; 2025Q1: 52,611 shares; 2025Q2: 50,455 shares; 2025Q3: 46,727 shares; 2025Q4: 46,459 shares; 2026Q1: 44,472 shares; 2026Q2: 46,355 shares 46,355$1.73M0.02%+1,883Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,980 shares; 2024Q4: 16,231 shares; 2025Q1: 14,465 shares; 2025Q2: 24,974 shares; 2025Q3: 25,184 shares; 2025Q4: 22,338 shares; 2026Q1: 35,820 shares; 2026Q2: 35,850 shares 35,850$1.72M0.02%+30Timeline
PEXLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,153 shares; 2024Q4: 54,653 shares; 2025Q1: 23,166 shares; 2025Q2: 24,148 shares; 2025Q3: 24,430 shares; 2025Q4: 23,034 shares; 2026Q1: 23,519 shares; 2026Q2: 22,645 shares 22,645$1.72M0.02%-874Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 822 shares; 2024Q4: 839 shares; 2025Q1: 838 shares; 2025Q2: 836 shares; 2025Q3: 848 shares; 2025Q4: 903 shares; 2026Q1: 992 shares; 2026Q2: 1,003 shares 1,003$1.7M0.02%+11Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,656 shares; 2024Q4: 57,162 shares; 2025Q1: 65,889 shares; 2025Q2: 67,311 shares; 2025Q3: 68,052 shares; 2025Q4: 61,288 shares; 2026Q1: 81,490 shares; 2026Q2: 86,535 shares 86,535$1.7M0.02%+5,045Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,564 shares; 2024Q4: 6,965 shares; 2025Q1: 6,787 shares; 2025Q2: 9,265 shares; 2025Q3: 10,541 shares; 2025Q4: 11,247 shares; 2026Q1: 15,220 shares; 2026Q2: 15,600 shares 15,600$1.68M0.02%+380Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,738 shares; 2024Q4: 2,797 shares; 2025Q1: 2,820 shares; 2025Q2: 2,668 shares; 2025Q3: 2,729 shares; 2025Q4: 2,818 shares; 2026Q1: 4,764 shares; 2026Q2: 4,872 shares 4,872$1.68M0.02%+108Timeline
FFLGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,273 shares; 2024Q4: 36,831 shares; 2025Q1: 39,910 shares; 2025Q2: 43,184 shares; 2025Q3: 44,628 shares; 2025Q4: 40,245 shares; 2026Q1: 50,923 shares; 2026Q2: 48,340 shares 48,340$1.68M0.02%-2,583Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,445 shares; 2024Q4: 10,812 shares; 2025Q1: 11,465 shares; 2025Q2: 10,957 shares; 2025Q3: 12,318 shares; 2025Q4: 13,724 shares; 2026Q1: 21,954 shares; 2026Q2: 21,324 shares 21,324$1.67M0.02%-630Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,246 shares; 2024Q4: 1,465 shares; 2025Q1: 1,513 shares; 2025Q2: 1,540 shares; 2025Q3: 1,306 shares; 2025Q4: 1,320 shares; 2026Q1: 10,499 shares; 2026Q2: 10,788 shares 10,788$1.66M0.02%+289Timeline
TDVGT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,669 shares; 2024Q4: 7,948 shares; 2025Q1: 10,851 shares; 2025Q2: 13,938 shares; 2025Q3: 14,834 shares; 2025Q4: 15,501 shares; 2026Q1: 32,383 shares; 2026Q2: 33,667 shares 33,667$1.65M0.02%+1,284Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,397 shares; 2024Q4: 3,457 shares; 2025Q1: 3,474 shares; 2025Q2: 3,387 shares; 2025Q3: 4,167 shares; 2025Q4: 3,408 shares; 2026Q1: 7,741 shares; 2026Q2: 8,043 shares 8,043$1.65M0.02%+302Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915 shares; 2024Q4: 1,009 shares; 2025Q1: 1,039 shares; 2025Q2: 1,131 shares; 2025Q3: 1,209 shares; 2025Q4: 7,950 shares; 2026Q1: 8,917 shares; 2026Q2: 9,827 shares 9,827$1.65M0.02%+910Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,969 shares; 2024Q4: 20,230 shares; 2025Q1: 22,449 shares; 2025Q2: 20,321 shares; 2025Q3: 20,972 shares; 2025Q4: 22,276 shares; 2026Q1: 24,645 shares; 2026Q2: 26,197 shares 26,197$1.64M0.02%+1,552Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,485 shares; 2024Q4: 10,239 shares; 2025Q1: 9,886 shares; 2025Q2: 12,617 shares; 2025Q3: 10,302 shares; 2025Q4: 10,727 shares; 2026Q1: 11,382 shares; 2026Q2: 11,738 shares 11,738$1.64M0.02%+356Timeline
SPVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,613 shares; 2026Q2: 21,969 shares 21,969$1.64M0.02%+1,356Timeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,401 shares; 2024Q4: 17,409 shares; 2025Q1: 17,339 shares; 2025Q2: 17,255 shares; 2025Q3: 17,421 shares; 2025Q4: 17,408 shares; 2026Q1: 17,155 shares; 2026Q2: 17,145 shares 17,145$1.63M0.02%-10Timeline
XDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,694 shares; 2024Q4: 85,000 shares; 2025Q1: 50,177 shares; 2025Q2: 47,513 shares; 2025Q3: 33,283 shares; 2025Q4: 26,575 shares; 2026Q1: 53,128 shares; 2026Q2: 38,026 shares 38,026$1.63M0.02%-15,102Timeline
FVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,405 shares; 2024Q4: 27,494 shares; 2025Q1: 26,576 shares; 2025Q2: 26,298 shares; 2025Q3: 25,572 shares; 2025Q4: 24,207 shares; 2026Q1: 22,056 shares; 2026Q2: 21,409 shares 21,409$1.62M0.02%-647Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,538 shares; 2024Q4: 47,236 shares; 2025Q1: 51,866 shares; 2025Q2: 52,042 shares; 2025Q3: 58,085 shares; 2025Q4: 61,724 shares; 2026Q1: 76,058 shares; 2026Q2: 75,765 shares 75,765$1.62M0.02%-293Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,943 shares; 2024Q4: 2,943 shares; 2025Q1: 4,082 shares; 2025Q2: 4,082 shares; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares; 2026Q1: 13,640 shares; 2026Q2: 16,818 shares 16,818$1.62M0.02%+3,178Timeline
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,368 shares; 2024Q4: 40,089 shares; 2025Q1: 43,202 shares; 2025Q2: 49,370 shares; 2025Q3: 52,638 shares; 2025Q4: 58,315 shares; 2026Q1: 126,672 shares; 2026Q2: 126,547 shares 126,547$1.62M0.02%-125Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: 498 shares; 2025Q1: 496 shares; 2025Q2: 512 shares; 2025Q3: 681 shares; 2025Q4: 988 shares; 2026Q1: 1,915 shares; 2026Q2: 9,877 shares 9,877$1.62M0.02%+7,962Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,099 shares; 2024Q4: 68,117 shares; 2025Q1: 70,580 shares; 2025Q2: 68,896 shares; 2025Q3: 68,714 shares; 2025Q4: 70,088 shares; 2026Q1: 83,166 shares; 2026Q2: 89,787 shares 89,787$1.61M0.02%+6,621Timeline
PSCTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 6,608 shares; 2025Q4: 6,614 shares; 2026Q1: 6,406 shares; 2026Q2: 17,323 shares 17,323$1.6M0.02%+10,917Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,528 shares; 2024Q4: 10,438 shares; 2025Q1: 11,494 shares; 2025Q2: 14,586 shares; 2025Q3: 18,474 shares; 2025Q4: 16,513 shares; 2026Q1: 49,566 shares; 2026Q2: 45,954 shares 45,954$1.6M0.02%-3,612Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,159 shares; 2025Q3: 11,540 shares; 2025Q4: 15,430 shares; 2026Q1: 30,651 shares; 2026Q2: 31,987 shares 31,987$1.59M0.02%+1,336Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,951 shares; 2024Q4: 51,076 shares; 2025Q1: 51,076 shares; 2025Q2: 51,076 shares; 2025Q3: 80,866 shares; 2025Q4: 96,870 shares; 2026Q1: 206,694 shares; 2026Q2: 202,041 shares 202,041$1.59M0.02%-4,653Timeline
COROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,540 shares; 2026Q2: 43,466 shares 43,466$1.59M0.02%+11,926Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,255 shares; 2024Q4: 39,260 shares; 2025Q1: 26,694 shares; 2025Q2: 8,289 shares; 2025Q3: 6,239 shares; 2025Q4: 10,289 shares; 2026Q1: 37,867 shares; 2026Q2: 62,570 shares 62,570$1.57M0.02%+24,703Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,363 shares; 2024Q4: 43,264 shares; 2025Q1: 54,918 shares; 2025Q2: 55,208 shares; 2025Q3: 55,696 shares; 2025Q4: 52,350 shares; 2026Q1: 72,287 shares; 2026Q2: 77,332 shares 77,332$1.57M0.02%+5,045Timeline
CPNQCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,293 shares; 2025Q1: 13,230 shares; 2025Q2: 15,061 shares; 2025Q3: 162 shares; 2025Q4: 59,412 shares; 2026Q1: 59,817 shares; 2026Q2: 57,429 shares 57,429$1.57M0.02%-2,388Timeline
MFLXFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,194 shares; 2024Q4: 115,174 shares; 2025Q1: 107,301 shares; 2025Q2: 96,527 shares; 2025Q3: 120,919 shares; 2025Q4: 121,659 shares; 2026Q1: 100,429 shares; 2026Q2: 90,569 shares 90,569$1.57M0.02%-9,860Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 81 shares; 2025Q4: 15 shares; 2026Q1: 12,796 shares; 2026Q2: 20,646 shares 20,646$1.57M0.02%+7,850Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,005 shares; 2024Q4: 2,834 shares; 2025Q1: 3,002 shares; 2025Q2: 2,821 shares; 2025Q3: 3,156 shares; 2025Q4: 2,620 shares; 2026Q1: 5,919 shares; 2026Q2: 6,018 shares 6,018$1.57M0.02%+99Timeline
EODALLSPRING GLOBAL DIVIDEND OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,061 shares; 2024Q4: 72,936 shares; 2025Q1: 85,316 shares; 2025Q2: 93,086 shares; 2025Q3: 98,454 shares; 2025Q4: 98,819 shares; 2026Q1: 239,919 shares; 2026Q2: 239,994 shares 239,994$1.57M0.02%+75Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,390 shares; 2025Q2: 37,200 shares; 2025Q3: 37,348 shares; 2025Q4: 39,113 shares; 2026Q1: 58,295 shares; 2026Q2: 60,425 shares 60,425$1.57M0.02%+2,130Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,888 shares; 2024Q4: 26,793 shares; 2025Q1: 17,867 shares; 2025Q2: 22,970 shares; 2025Q3: 22,819 shares; 2025Q4: 25,510 shares; 2026Q1: 30,008 shares; 2026Q2: 31,105 shares 31,105$1.55M0.02%+1,097Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,719 shares; 2024Q4: 20,038 shares; 2025Q1: 23,136 shares; 2025Q2: 22,783 shares; 2025Q3: 25,023 shares; 2025Q4: 28,068 shares; 2026Q1: 33,551 shares; 2026Q2: 36,901 shares 36,901$1.55M0.02%+3,350Timeline
OCTWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,733 shares; 2024Q4: 43,913 shares; 2025Q1: 29,328 shares; 2025Q2: 26,165 shares; 2025Q3: 15,513 shares; 2025Q4: 48,384 shares; 2026Q1: 46,464 shares; 2026Q2: 37,749 shares 37,749$1.54M0.02%-8,715Timeline
QQMGINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,862 shares; 2024Q4: 22,645 shares; 2025Q1: 23,364 shares; 2025Q2: 26,932 shares; 2025Q3: 28,028 shares; 2025Q4: 27,751 shares; 2026Q1: 29,621 shares; 2026Q2: 30,082 shares 30,082$1.54M0.02%+461Timeline
CHATTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 2,669 shares; 2025Q4: 3,244 shares; 2026Q1: 2,056 shares; 2026Q2: 15,587 shares 15,587$1.54M0.02%+13,531Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 2,662 shares; 2025Q1: 2,646 shares; 2025Q2: 2,256 shares; 2025Q3: 2,251 shares; 2025Q4: 1,929 shares; 2026Q1: 5,132 shares; 2026Q2: 4,905 shares 4,905$1.54M0.02%-227Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,110 shares; 2024Q4: 21,805 shares; 2025Q1: 23,251 shares; 2025Q2: 23,609 shares; 2025Q3: 23,123 shares; 2025Q4: 15,236 shares; 2026Q1: 15,478 shares; 2026Q2: 14,892 shares 14,892$1.53M0.02%-586Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,921 shares; 2024Q4: 28,921 shares; 2025Q1: 55,047 shares; 2025Q2: 59,228 shares; 2025Q3: 62,242 shares; 2025Q4: 61,150 shares; 2026Q1: 145,153 shares; 2026Q2: 141,646 shares 141,646$1.53M0.02%-3,507Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,639 shares; 2024Q4: 2,662 shares; 2025Q1: 5,044 shares; 2025Q2: 5,711 shares; 2025Q3: 7,320 shares; 2025Q4: 6,676 shares; 2026Q1: 20,714 shares; 2026Q2: 20,541 shares 20,541$1.53M0.02%-173Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,377 shares; 2024Q4: 2,523 shares; 2025Q1: 2,499 shares; 2025Q2: 2,503 shares; 2025Q3: 2,260 shares; 2025Q4: 1,398 shares; 2026Q1: 5,070 shares; 2026Q2: 4,849 shares 4,849$1.53M0.02%-221Timeline
BSJTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 27,751 shares; 2025Q1: 32,616 shares; 2025Q2: 38,755 shares; 2025Q3: 49,876 shares; 2025Q4: 60,226 shares; 2026Q1: 70,984 shares; 2026Q2: 71,895 shares 71,895$1.52M0.02%+911Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,600 shares; 2024Q4: 30,098 shares; 2025Q1: 33,215 shares; 2025Q2: 32,521 shares; 2025Q3: 30,348 shares; 2025Q4: 33,965 shares; 2026Q1: 41,075 shares; 2026Q2: 43,652 shares 43,652$1.52M0.02%+2,577Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 2,683 shares; 2025Q1: 3,037 shares; 2025Q2: 3,142 shares; 2025Q3: 4,027 shares; 2025Q4: 4,527 shares; 2026Q1: 6,742 shares; 2026Q2: 7,199 shares 7,199$1.5M0.02%+457Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,353 shares; 2024Q4: 7,287 shares; 2025Q1: 6,874 shares; 2025Q2: 6,845 shares; 2025Q3: 6,802 shares; 2025Q4: 6,283 shares; 2026Q1: 10,514 shares; 2026Q2: 10,512 shares 10,512$1.5M0.02%-2Timeline
FJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,384 shares; 2024Q4: 14,204 shares; 2025Q1: 13,974 shares; 2025Q2: 13,928 shares; 2025Q3: 19,534 shares; 2025Q4: 21,539 shares; 2026Q1: 25,885 shares; 2026Q2: 25,220 shares 25,220$1.5M0.02%-665Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,867 shares; 2026Q1: 22,368 shares; 2026Q2: 24,966 shares 24,966$1.5M0.02%+2,598Timeline
DDWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,730 shares; 2025Q4: 22,547 shares; 2026Q1: 29,198 shares; 2026Q2: 32,463 shares 32,463$1.5M0.02%+3,265Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,508 shares; 2024Q4: 1,531 shares; 2025Q1: 1,691 shares; 2025Q2: 1,718 shares; 2025Q3: 4,274 shares; 2025Q4: 3,513 shares; 2026Q1: 6,341 shares; 2026Q2: 5,140 shares 5,140$1.49M0.02%-1,201Timeline
CPRYCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,035 shares; 2025Q2: 47,038 shares; 2025Q3: 42,642 shares; 2025Q4: 26,865 shares; 2026Q1: 53,341 shares; 2026Q2: 53,039 shares 53,039$1.48M0.02%-302Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314 shares; 2024Q4: 2,314 shares; 2025Q1: 3,048 shares; 2025Q2: 3,139 shares; 2025Q3: 3,855 shares; 2025Q4: 7,936 shares; 2026Q1: 20,039 shares; 2026Q2: 21,189 shares 21,189$1.48M0.02%+1,150Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,057 shares; 2024Q4: 1,888 shares; 2025Q1: 1,739 shares; 2025Q2: 1,677 shares; 2025Q3: 1,679 shares; 2025Q4: 2,819 shares; 2026Q1: 3,426 shares; 2026Q2: 3,824 shares 3,824$1.48M0.02%+398Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,993 shares; 2024Q4: 6,438 shares; 2025Q1: 6,115 shares; 2025Q2: 5,958 shares; 2025Q3: 5,960 shares; 2025Q4: 6,208 shares; 2026Q1: 9,688 shares; 2026Q2: 9,627 shares 9,627$1.48M0.02%-61Timeline
GLTRABRDN PRECIOUS METALS BASKETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,105 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 2,977 shares; 2025Q3: 2,939 shares; 2025Q4: 3,213 shares; 2026Q1: 8,122 shares; 2026Q2: 8,092 shares 8,092$1.47M0.02%-30Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 2,978 shares; 2025Q1: 2,262 shares; 2025Q2: 2,669 shares; 2025Q3: 2,879 shares; 2025Q4: 3,195 shares; 2026Q1: 15,918 shares; 2026Q2: 15,332 shares 15,332$1.46M0.02%-586Timeline
USVMVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,410 shares; 2026Q2: 13,258 shares 13,258$1.46M0.02%-152Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,906 shares; 2024Q4: 13,350 shares; 2025Q1: 9,799 shares; 2025Q2: 14,037 shares; 2025Q3: 27,457 shares; 2025Q4: 28,346 shares; 2026Q1: 18,672 shares; 2026Q2: 14,014 shares 14,014$1.46M0.02%-4,658Timeline
MTGPWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,669 shares; 2024Q4: 13,763 shares; 2025Q1: 15,842 shares; 2025Q2: 17,580 shares; 2025Q3: 22,342 shares; 2025Q4: 25,535 shares; 2026Q1: 31,580 shares; 2026Q2: 32,807 shares 32,807$1.45M0.02%+1,227Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,308 shares; 2024Q4: 8,138 shares; 2025Q1: 8,053 shares; 2025Q2: 6,958 shares; 2025Q3: 6,863 shares; 2025Q4: 6,955 shares; 2026Q1: 6,347 shares; 2026Q2: 6,313 shares 6,313$1.45M0.02%-34Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: 524 shares; 2025Q4: 70,259 shares; 2026Q1: 58,811 shares; 2026Q2: 50,629 shares 50,629$1.45M0.02%-8,182Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,260 shares; 2024Q4: 12,790 shares; 2025Q1: 18,624 shares; 2025Q2: 22,193 shares; 2025Q3: 25,778 shares; 2025Q4: 25,276 shares; 2026Q1: 30,960 shares; 2026Q2: 38,030 shares 38,030$1.45M0.02%+7,070Timeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,271 shares; 2024Q4: 16,949 shares; 2025Q1: 16,676 shares; 2025Q2: 16,597 shares; 2025Q3: 16,303 shares; 2025Q4: 15,818 shares; 2026Q1: 19,272 shares; 2026Q2: 18,573 shares 18,573$1.44M0.02%-699Timeline
XTENBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,440 shares; 2025Q2: 32,624 shares; 2025Q3: 38,020 shares; 2025Q4: 35,383 shares; 2026Q1: 37,184 shares; 2026Q2: 31,545 shares 31,545$1.44M0.02%-5,639Timeline
OCTMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 12,102 shares; 2026Q1: 40,009 shares; 2026Q2: 42,783 shares 42,783$1.44M0.02%+2,774Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,598 shares; 2024Q4: 35,446 shares; 2025Q1: 36,248 shares; 2025Q2: 78,865 shares; 2025Q3: 57,379 shares; 2025Q4: 69,634 shares; 2026Q1: 98,499 shares; 2026Q2: 56,322 shares 56,322$1.44M0.02%-42,177Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,252 shares; 2024Q4: 14,361 shares; 2025Q1: 12,542 shares; 2025Q2: 10,953 shares; 2025Q3: 10,302 shares; 2025Q4: 10,336 shares; 2026Q1: 30,991 shares; 2026Q2: 29,078 shares 29,078$1.44M0.02%-1,913Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928 shares; 2024Q4: 2,098 shares; 2025Q1: 2,386 shares; 2025Q2: 2,390 shares; 2025Q3: 2,513 shares; 2025Q4: 14,193 shares; 2026Q1: 12,610 shares; 2026Q2: 12,486 shares 12,486$1.43M0.02%-124Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,460 shares; 2024Q4: 13,149 shares; 2025Q1: 17,649 shares; 2025Q2: 24,515 shares; 2025Q3: 27,465 shares; 2025Q4: 30,884 shares; 2026Q1: 31,761 shares; 2026Q2: 35,525 shares 35,525$1.43M0.02%+3,764Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 902 shares; 2025Q1: 1,655 shares; 2025Q2: 1,658 shares; 2025Q3: 1,574 shares; 2025Q4: 1,688 shares; 2026Q1: 2,177 shares; 2026Q2: 4,026 shares 4,026$1.43M0.02%+1,849Timeline
GMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,655 shares; 2024Q4: 5,868 shares; 2025Q1: 5,353 shares; 2025Q2: 5,723 shares; 2025Q3: 5,593 shares; 2025Q4: 2,180 shares; 2026Q1: 7,905 shares; 2026Q2: 33,152 shares 33,152$1.43M0.02%+25,247Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 4,313 shares; 2025Q3: 4,406 shares; 2025Q4: 8,806 shares; 2026Q1: 64,136 shares; 2026Q2: 119,635 shares 119,635$1.42M0.02%+55,499Timeline
THIRTHOR FINL TECHNOLOGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,396 shares; 2026Q1: 291,086 shares; 2026Q2: 41,095 shares 41,095$1.42M0.02%-249,991Timeline
PTNQPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,075 shares; 2024Q4: 12,998 shares; 2025Q1: 13,506 shares; 2025Q2: 13,933 shares; 2025Q3: 13,397 shares; 2025Q4: 13,140 shares; 2026Q1: 16,052 shares; 2026Q2: 15,975 shares 15,975$1.42M0.02%-77Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,074,353 shares; 2024Q4: 2,093,739 shares; 2025Q1: 1,888,115 shares; 2025Q2: 48,786 shares; 2025Q3: 34,659 shares; 2025Q4: 29,406 shares; 2026Q1: 28,411 shares; 2026Q2: 27,981 shares 27,981$1.42M0.02%-430Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 436 shares; 2025Q3: 449 shares; 2025Q4: 452 shares; 2026Q1: 13,067 shares; 2026Q2: 13,716 shares 13,716$1.4M0.02%+649Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,008 shares; 2024Q4: 4,008 shares; 2025Q1: 4,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 70,167 shares; 2026Q1: 67,904 shares; 2026Q2: 69,337 shares 69,337$1.4M0.02%+1,433Timeline
CVLCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 2,694 shares; 2025Q1: 4,012 shares; 2025Q2: 7,318 shares; 2025Q3: 9,084 shares; 2025Q4: 9,851 shares; 2026Q1: 11,861 shares; 2026Q2: 14,784 shares 14,784$1.4M0.02%+2,923Timeline
MARWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,307 shares; 2024Q4: 31,023 shares; 2025Q1: 34,021 shares; 2025Q2: 28,423 shares; 2025Q3: 27,309 shares; 2025Q4: 21,801 shares; 2026Q1: 40,931 shares; 2026Q2: 38,593 shares 38,593$1.39M0.02%-2,338Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,265 shares; 2024Q4: 12,946 shares; 2025Q1: 13,207 shares; 2025Q2: 10,411 shares; 2025Q3: 10,363 shares; 2025Q4: 10,490 shares; 2026Q1: 13,483 shares; 2026Q2: 12,994 shares 12,994$1.39M0.02%-489Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,602 shares; 2024Q4: 5,806 shares; 2025Q1: 5,698 shares; 2025Q2: 5,767 shares; 2025Q3: 5,705 shares; 2025Q4: 6,364 shares; 2026Q1: 6,990 shares; 2026Q2: 5,614 shares 5,614$1.39M0.02%-1,376Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,132 shares; 2024Q4: 9,014 shares; 2025Q1: 9,026 shares; 2025Q2: 8,137 shares; 2025Q3: 8,091 shares; 2025Q4: 6,504 shares; 2026Q1: 23,784 shares; 2026Q2: 28,912 shares 28,912$1.39M0.02%+5,128Timeline
AUSFGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,753 shares; 2025Q3: 29,261 shares; 2025Q4: 31,531 shares; 2026Q1: 28,727 shares; 2026Q2: 28,303 shares 28,303$1.38M0.02%-424Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,377 shares; 2024Q4: 5,416 shares; 2025Q1: 5,877 shares; 2025Q2: 4,966 shares; 2025Q3: 5,187 shares; 2025Q4: 5,591 shares; 2026Q1: 13,110 shares; 2026Q2: 13,346 shares 13,346$1.38M0.02%+236Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,660 shares; 2025Q1: 3,889 shares; 2025Q2: 3,714 shares; 2025Q3: 4,084 shares; 2025Q4: 4,079 shares; 2026Q1: 10,355 shares; 2026Q2: 8,157 shares 8,157$1.38M0.02%-2,198Timeline
FLRTPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,723 shares; 2024Q4: 6,851 shares; 2025Q1: 11,344 shares; 2025Q2: 12,434 shares; 2025Q3: 14,968 shares; 2025Q4: 15,710 shares; 2026Q1: 26,308 shares; 2026Q2: 29,504 shares 29,504$1.38M0.02%+3,196Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,362 shares; 2024Q4: 1,316 shares; 2025Q1: 1,283 shares; 2025Q2: 1,341 shares; 2025Q3: 1,681 shares; 2025Q4: 1,757 shares; 2026Q1: 3,127 shares; 2026Q2: 3,188 shares 3,188$1.38M0.02%+61Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,564 shares; 2024Q4: 55,401 shares; 2025Q1: 60,948 shares; 2025Q2: 50,496 shares; 2025Q3: 51,372 shares; 2025Q4: 21,027 shares; 2026Q1: 38,786 shares; 2026Q2: 44,127 shares 44,127$1.37M0.02%+5,341Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,780 shares; 2024Q4: 18,167 shares; 2025Q1: 27,164 shares; 2025Q2: 30,488 shares; 2025Q3: 36,034 shares; 2025Q4: 37,945 shares; 2026Q1: 46,351 shares; 2026Q2: 53,921 shares 53,921$1.37M0.02%+7,570Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,216 shares; 2024Q4: 4,068 shares; 2025Q1: 4,070 shares; 2025Q2: 3,945 shares; 2025Q3: 3,724 shares; 2025Q4: 4,692 shares; 2026Q1: 26,357 shares; 2026Q2: 26,902 shares 26,902$1.37M0.02%+545Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,825 shares; 2024Q4: 18,884 shares; 2025Q1: 19,070 shares; 2025Q2: 21,633 shares; 2025Q3: 21,692 shares; 2025Q4: 23,388 shares; 2026Q1: 93,432 shares; 2026Q2: 93,887 shares 93,887$1.37M0.02%+455Timeline
NVBWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 41,086 shares; 2025Q1: 24,957 shares; 2025Q2: 24,156 shares; 2025Q3: 13,948 shares; 2025Q4: 46,085 shares; 2026Q1: 41,035 shares; 2026Q2: 38,305 shares 38,305$1.36M0.02%-2,730Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 1,544 shares; 2025Q1: 1,522 shares; 2025Q2: 2,976 shares; 2025Q3: 1,685 shares; 2025Q4: 2,493 shares; 2026Q1: 3,560 shares; 2026Q2: 3,429 shares 3,429$1.36M0.02%-131Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,608 shares; 2024Q4: 12,732 shares; 2025Q1: 10,721 shares; 2025Q2: 9,138 shares; 2025Q3: 4,341 shares; 2025Q4: 3,549 shares; 2026Q1: 19,832 shares; 2026Q2: 67,337 shares 67,337$1.36M0.02%+47,505Timeline
DDFOINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266,410 shares; 2026Q1: 62,663 shares; 2026Q2: 59,849 shares 59,849$1.35M0.02%-2,814Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 176 shares; 2025Q1: 795 shares; 2025Q2: 2,446 shares; 2025Q3: 3,867 shares; 2025Q4: 3,812 shares; 2026Q1: 2,902 shares; 2026Q2: 2,787 shares 2,787$1.35M0.02%-115Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,962 shares; 2024Q4: 10,800 shares; 2025Q1: 12,475 shares; 2025Q2: 29,919 shares; 2025Q3: 34,760 shares; 2025Q4: 32,614 shares; 2026Q1: 27,323 shares; 2026Q2: 26,390 shares 26,390$1.35M0.02%-933Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,927 shares; 2024Q4: 4,544 shares; 2025Q1: 3,741 shares; 2025Q2: 3,810 shares; 2025Q3: 3,880 shares; 2025Q4: 13,425 shares; 2026Q1: 11,590 shares; 2026Q2: 10,989 shares 10,989$1.34M0.02%-601Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,987 shares; 2024Q4: 8,873 shares; 2025Q1: 8,842 shares; 2025Q2: 8,903 shares; 2025Q3: 8,687 shares; 2025Q4: 8,659 shares; 2026Q1: 9,285 shares; 2026Q2: 11,360 shares 11,360$1.34M0.02%+2,075Timeline
UFOPROCURE ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 24 shares; 2026Q1: 13 shares; 2026Q2: 26,461 shares 26,461$1.34M0.02%+26,448Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 1,209 shares; 2025Q1: 1,860 shares; 2025Q2: 3,771 shares; 2025Q3: 3,959 shares; 2025Q4: 3,196 shares; 2026Q1: 6,427 shares; 2026Q2: 8,452 shares 8,452$1.34M0.02%+2,025Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,648 shares; 2024Q4: 1,650 shares; 2025Q1: 1,153 shares; 2025Q2: 715 shares; 2025Q3: 1,547 shares; 2025Q4: 1,558 shares; 2026Q1: 12,136 shares; 2026Q2: 12,280 shares 12,280$1.34M0.02%+144Timeline
CLIPGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,819 shares; 2024Q4: 43,375 shares; 2025Q1: 98,888 shares; 2025Q2: 95,649 shares; 2025Q3: 99,931 shares; 2025Q4: 108,491 shares; 2026Q1: 13,968 shares; 2026Q2: 13,343 shares 13,343$1.34M0.02%-625Timeline
FNDBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,438 shares; 2024Q4: 7,348 shares; 2025Q1: 7,380 shares; 2025Q2: 7,412 shares; 2025Q3: 7,443 shares; 2025Q4: 7,477 shares; 2026Q1: 42,166 shares; 2026Q2: 43,869 shares 43,869$1.34M0.02%+1,703Timeline
FNYFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,831 shares; 2024Q4: 3,231 shares; 2025Q1: 3,093 shares; 2025Q2: 3,078 shares; 2025Q3: 3,101 shares; 2025Q4: 3,099 shares; 2026Q1: 3,599 shares; 2026Q2: 12,049 shares 12,049$1.34M0.02%+8,450Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,107 shares; 2024Q4: 3,407 shares; 2025Q1: 3,034 shares; 2025Q2: 3,121 shares; 2025Q3: 2,950 shares; 2025Q4: 4,356 shares; 2026Q1: 8,418 shares; 2026Q2: 8,526 shares 8,526$1.34M0.02%+108Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares; 2026Q1: 25,475 shares; 2026Q2: 26,346 shares 26,346$1.33M0.02%+871Timeline
FAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,177 shares; 2024Q4: 11,177 shares; 2025Q1: 9,854 shares; 2025Q2: 49,453 shares; 2025Q3: 23,133 shares; 2025Q4: 20,036 shares; 2026Q1: 18,002 shares; 2026Q2: 28,462 shares 28,462$1.33M0.02%+10,460Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,897 shares; 2024Q4: 7,857 shares; 2025Q1: 6,553 shares; 2025Q2: 6,350 shares; 2025Q3: 7,150 shares; 2025Q4: 7,117 shares; 2026Q1: 21,210 shares; 2026Q2: 17,148 shares 17,148$1.33M0.02%-4,062Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 2,196 shares; 2025Q1: 2,218 shares; 2025Q2: 2,481 shares; 2025Q3: 2,632 shares; 2025Q4: 3,125 shares; 2026Q1: 23,823 shares; 2026Q2: 23,547 shares 23,547$1.33M0.02%-276Timeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,683 shares; 2024Q4: 3,995 shares; 2025Q1: 4,589 shares; 2025Q2: 4,234 shares; 2025Q3: 23,405 shares; 2025Q4: 38,057 shares; 2026Q1: 45,813 shares; 2026Q2: 45,387 shares 45,387$1.33M0.02%-426Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,940 shares; 2024Q4: 16,993 shares; 2025Q1: 18,178 shares; 2025Q2: 18,565 shares; 2025Q3: 19,195 shares; 2025Q4: 20,740 shares; 2026Q1: 27,317 shares; 2026Q2: 22,681 shares 22,681$1.33M0.02%-4,636Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,916 shares; 2024Q4: 13,300 shares; 2025Q1: 13,747 shares; 2025Q2: 13,580 shares; 2025Q3: 12,680 shares; 2025Q4: 18,305 shares; 2026Q1: 25,423 shares; 2026Q2: 27,271 shares 27,271$1.32M0.02%+1,848Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,065 shares; 2024Q4: 4,565 shares; 2025Q1: 2,890 shares; 2025Q2: 3,122 shares; 2025Q3: 10,978 shares; 2025Q4: 10,809 shares; 2026Q1: 15,975 shares; 2026Q2: 13,963 shares 13,963$1.32M0.02%-2,012Timeline
CPSNCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,266 shares; 2025Q1: 9,536 shares; 2025Q2: 9,536 shares; 2025Q3: 6,019 shares; 2025Q4: 51,254 shares; 2026Q1: 60,271 shares; 2026Q2: 47,654 shares 47,654$1.32M0.02%-12,617Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,046 shares; 2024Q4: 8,906 shares; 2025Q1: 9,000 shares; 2025Q2: 9,325 shares; 2025Q3: 10,035 shares; 2025Q4: 11,652 shares; 2026Q1: 13,856 shares; 2026Q2: 13,404 shares 13,404$1.32M0.02%-452Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,974 shares; 2024Q4: 104,116 shares; 2025Q1: 107,466 shares; 2025Q2: 106,417 shares; 2025Q3: 108,135 shares; 2025Q4: 109,550 shares; 2026Q1: 137,459 shares; 2026Q2: 139,374 shares 139,374$1.31M0.02%+1,915Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,485 shares; 2025Q1: 1,624 shares; 2025Q2: 1,804 shares; 2025Q3: 2,216 shares; 2025Q4: 2,519 shares; 2026Q1: 6,586 shares; 2026Q2: 7,685 shares 7,685$1.31M0.02%+1,099Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,307 shares; 2024Q4: 3,465 shares; 2025Q1: 4,810 shares; 2025Q2: 5,041 shares; 2025Q3: 5,728 shares; 2025Q4: 6,480 shares; 2026Q1: 28,194 shares; 2026Q2: 20,735 shares 20,735$1.3M0.02%-7,459Timeline
ISBAISABELLA BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,021 shares; 2025Q4: 27,021 shares; 2026Q1: 27,021 shares; 2026Q2: 32,988 shares 32,988$1.3M0.02%+5,967Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,801 shares; 2024Q4: 21,216 shares; 2025Q1: 22,364 shares; 2025Q2: 23,574 shares; 2025Q3: 33,667 shares; 2025Q4: 34,797 shares; 2026Q1: 45,427 shares; 2026Q2: 55,331 shares 55,331$1.3M0.02%+9,904Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,689 shares; 2024Q4: 6,863 shares; 2025Q1: 6,722 shares; 2025Q2: 6,754 shares; 2025Q3: 6,938 shares; 2025Q4: 7,019 shares; 2026Q1: 10,004 shares; 2026Q2: 10,423 shares 10,423$1.29M0.02%+419Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,418 shares; 2024Q4: 3,495 shares; 2025Q1: 3,371 shares; 2025Q2: 3,234 shares; 2025Q3: 3,286 shares; 2025Q4: 2,957 shares; 2026Q1: 6,045 shares; 2026Q2: 5,951 shares 5,951$1.29M0.02%-94Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,113 shares; 2024Q4: 3,208 shares; 2025Q1: 3,127 shares; 2025Q2: 5,933 shares; 2025Q3: 8,574 shares; 2025Q4: 10,447 shares; 2026Q1: 10,367 shares; 2026Q2: 10,957 shares 10,957$1.28M0.02%+590Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,289 shares; 2024Q4: 12,848 shares; 2025Q1: 11,184 shares; 2025Q2: 10,918 shares; 2025Q3: 10,191 shares; 2025Q4: 10,376 shares; 2026Q1: 16,604 shares; 2026Q2: 16,640 shares 16,640$1.28M0.02%+36Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,886 shares; 2024Q4: 50,735 shares; 2025Q1: 65,120 shares; 2025Q2: 95,441 shares; 2025Q3: 101,692 shares; 2025Q4: 111,596 shares; 2026Q1: 5,627 shares; 2026Q2: 5,188 shares 5,188$1.28M0.02%-439Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,215 shares; 2024Q4: 3,486 shares; 2025Q1: 3,948 shares; 2025Q2: 3,977 shares; 2025Q3: 4,068 shares; 2025Q4: 4,009 shares; 2026Q1: 5,496 shares; 2026Q2: 5,626 shares 5,626$1.28M0.02%+130Timeline
TOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,210 shares; 2026Q1: 49,959 shares; 2026Q2: 47,067 shares 47,067$1.27M0.02%-2,892Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,718 shares; 2024Q4: 6,694 shares; 2025Q1: 6,605 shares; 2025Q2: 6,740 shares; 2025Q3: 8,507 shares; 2025Q4: 8,686 shares; 2026Q1: 20,053 shares; 2026Q2: 21,987 shares 21,987$1.27M0.02%+1,934Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033 shares; 2024Q4: 1,128 shares; 2025Q1: 1,150 shares; 2025Q2: 1,101 shares; 2025Q3: 1,201 shares; 2025Q4: 1,181 shares; 2026Q1: 3,332 shares; 2026Q2: 3,193 shares 3,193$1.27M0.02%-139Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,835 shares; 2024Q4: 3,843 shares; 2025Q1: 3,860 shares; 2025Q2: 4,017 shares; 2025Q3: 4,252 shares; 2025Q4: 4,629 shares; 2026Q1: 8,231 shares; 2026Q2: 8,318 shares 8,318$1.27M0.02%+87Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,290 shares; 2024Q4: 63,710 shares; 2025Q1: 47,846 shares; 2025Q2: 16,764 shares; 2025Q3: 12,568 shares; 2025Q4: 10,460 shares; 2026Q1: 11,832 shares; 2026Q2: 12,361 shares 12,361$1.26M0.02%+529Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,684 shares; 2024Q4: 30,082 shares; 2025Q1: 31,118 shares; 2025Q2: 31,775 shares; 2025Q3: 32,912 shares; 2025Q4: 21,010 shares; 2026Q1: 33,656 shares; 2026Q2: 34,361 shares 34,361$1.26M0.02%+705Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,371 shares; 2024Q4: 83,881 shares; 2025Q1: 45,380 shares; 2025Q2: 37,746 shares; 2025Q3: 24,676 shares; 2025Q4: 22,224 shares; 2026Q1: 43,884 shares; 2026Q2: 56,769 shares 56,769$1.25M0.02%+12,885Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 168 shares; 2025Q1: 102 shares; 2025Q2: 95 shares; 2025Q3: 51 shares; 2025Q4: 8,200 shares; 2026Q1: 8,093 shares; 2026Q2: 8,618 shares 8,618$1.25M0.02%+525Timeline
LALTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 51,666 shares 51,666$1.24M0.02%+51,206Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,088 shares; 2024Q4: 16,958 shares; 2025Q1: 16,441 shares; 2025Q2: 14,734 shares; 2025Q3: 15,043 shares; 2025Q4: 15,005 shares; 2026Q1: 11,218 shares; 2026Q2: 10,780 shares 10,780$1.23M0.02%-438Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373 shares; 2024Q4: 333 shares; 2025Q1: 344 shares; 2025Q2: 359 shares; 2025Q3: 457 shares; 2025Q4: 477 shares; 2026Q1: 872 shares; 2026Q2: 9,319 shares 9,319$1.23M0.02%+8,447Timeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,002 shares; 2024Q4: 7,902 shares; 2025Q1: 5,156 shares; 2025Q2: 4,657 shares; 2025Q3: 4,528 shares; 2025Q4: 4,644 shares; 2026Q1: 6,031 shares; 2026Q2: 6,528 shares 6,528$1.23M0.02%+497Timeline
PSFCOHEN & STEERS SELECT PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,693 shares; 2024Q4: 13,734 shares; 2025Q1: 42,154 shares; 2025Q2: 46,854 shares; 2025Q3: 44,631 shares; 2025Q4: 44,631 shares; 2026Q1: 60,881 shares; 2026Q2: 60,881 shares 60,881$1.23M0.02%0Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 20,778 shares; 2026Q1: 20,503 shares; 2026Q2: 19,951 shares 19,951$1.22M0.02%-552Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,593 shares; 2024Q4: 46,466 shares; 2025Q1: 28,275 shares; 2025Q2: 45,812 shares; 2025Q3: 45,976 shares; 2025Q4: 51,350 shares; 2026Q1: 74,415 shares; 2026Q2: 96,593 shares 96,593$1.22M0.02%+22,178Timeline
BSJSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,800 shares; 2024Q4: 44,942 shares; 2025Q1: 47,227 shares; 2025Q2: 48,227 shares; 2025Q3: 50,264 shares; 2025Q4: 53,902 shares; 2026Q1: 56,202 shares; 2026Q2: 56,202 shares 56,202$1.22M0.02%0Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,057 shares; 2024Q4: 21,015 shares; 2025Q1: 20,359 shares; 2025Q2: 21,229 shares; 2025Q3: 21,015 shares; 2025Q4: 22,922 shares; 2026Q1: 23,719 shares; 2026Q2: 24,383 shares 24,383$1.22M0.02%+664Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,300 shares; 2024Q4: 12,220 shares; 2025Q1: 12,228 shares; 2025Q2: 13,905 shares; 2025Q3: 5,337 shares; 2025Q4: 5,158 shares; 2026Q1: 12,302 shares; 2026Q2: 11,781 shares 11,781$1.22M0.02%-521Timeline
DECWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424 shares; 2024Q4: 56,002 shares; 2025Q1: 56,509 shares; 2025Q2: 84,320 shares; 2025Q3: 44,208 shares; 2025Q4: 48,876 shares; 2026Q1: 43,265 shares; 2026Q2: 34,002 shares 34,002$1.21M0.02%-9,263Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,226 shares; 2024Q4: 10,226 shares; 2025Q1: 10,848 shares; 2025Q2: 12,069 shares; 2025Q3: 12,069 shares; 2025Q4: 11,799 shares; 2026Q1: 26,888 shares; 2026Q2: 27,274 shares 27,274$1.21M0.02%+386Timeline
FEBMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,715 shares; 2025Q2: 45,137 shares; 2025Q3: 45,096 shares; 2025Q4: 27,615 shares; 2026Q1: 32,071 shares; 2026Q2: 38,667 shares 38,667$1.21M0.02%+6,596Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 425 shares; 2026Q2: 6,696 shares 6,696$1.2M0.02%+6,271Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,732 shares; 2024Q4: 3,624 shares; 2025Q1: 4,588 shares; 2025Q2: 4,276 shares; 2025Q3: 4,233 shares; 2025Q4: 4,236 shares; 2026Q1: 4,394 shares; 2026Q2: 4,802 shares 4,802$1.2M0.02%+408Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,507 shares; 2026Q1: 8,907 shares; 2026Q2: 7,315 shares 7,315$1.19M0.02%-1,592Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 4,985 shares; 2026Q2: 4,998 shares 4,998$1.19M0.02%+13Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,236 shares; 2024Q4: 2,347 shares; 2025Q1: 2,381 shares; 2025Q2: 2,479 shares; 2025Q3: 2,742 shares; 2025Q4: 3,870 shares; 2026Q1: 4,726 shares; 2026Q2: 4,843 shares 4,843$1.19M0.02%+117Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 1,115 shares; 2025Q4: 8,509 shares; 2026Q1: 27,019 shares; 2026Q2: 29,173 shares 29,173$1.19M0.02%+2,154Timeline
CSQCALAMOS STRATEGIC TOTAL RETUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,416 shares; 2024Q4: 60,153 shares; 2025Q1: 57,293 shares; 2025Q2: 54,119 shares; 2025Q3: 54,584 shares; 2025Q4: 55,908 shares; 2026Q1: 57,589 shares; 2026Q2: 57,616 shares 57,616$1.18M0.02%+27Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 878 shares; 2025Q1: 887 shares; 2025Q2: 890 shares; 2025Q3: 892 shares; 2025Q4: 895 shares; 2026Q1: 8,073 shares; 2026Q2: 7,582 shares 7,582$1.18M0.02%-491Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,334 shares; 2024Q4: 18,238 shares; 2025Q1: 16,919 shares; 2025Q2: 20,076 shares; 2025Q3: 25,674 shares; 2025Q4: 27,653 shares; 2026Q1: 29,571 shares; 2026Q2: 22,540 shares 22,540$1.18M0.02%-7,031Timeline
XJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,448 shares; 2024Q4: 63,436 shares; 2025Q1: 54,517 shares; 2025Q2: 53,437 shares; 2025Q3: 45,692 shares; 2025Q4: 29,804 shares; 2026Q1: 29,448 shares; 2026Q2: 26,495 shares 26,495$1.18M0.02%-2,953Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,593 shares; 2024Q4: 12,632 shares; 2025Q1: 13,817 shares; 2025Q2: 12,222 shares; 2025Q3: 10,542 shares; 2025Q4: 20,747 shares; 2026Q1: 64,475 shares; 2026Q2: 66,141 shares 66,141$1.17M0.02%+1,666Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,913 shares; 2024Q4: 8,457 shares; 2025Q1: 7,852 shares; 2025Q2: 7,697 shares; 2025Q3: 7,518 shares; 2025Q4: 7,216 shares; 2026Q1: 7,814 shares; 2026Q2: 7,644 shares 7,644$1.17M0.02%-170Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,600 shares; 2024Q4: 21,677 shares; 2025Q1: 21,201 shares; 2025Q2: 20,430 shares; 2025Q3: 19,371 shares; 2025Q4: 17,760 shares; 2026Q1: 28,770 shares; 2026Q2: 27,954 shares 27,954$1.16M0.02%-816Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,126 shares; 2024Q4: 52,520 shares; 2025Q1: 57,518 shares; 2025Q2: 58,793 shares; 2025Q3: 59,405 shares; 2025Q4: 40,378 shares; 2026Q1: 60,455 shares; 2026Q2: 59,062 shares 59,062$1.15M0.02%-1,393Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 683 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 20,886 shares; 2026Q2: 21,284 shares 21,284$1.15M0.02%+398Timeline
REMXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273 shares; 2024Q4: 274 shares; 2025Q1: 251 shares; 2025Q2: 154 shares; 2025Q3: 909 shares; 2025Q4: 6,898 shares; 2026Q1: 13,522 shares; 2026Q2: 12,927 shares 12,927$1.14M0.02%-595Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 949 shares; 2024Q4: 964 shares; 2025Q1: 817 shares; 2025Q2: 723 shares; 2025Q3: 1,049 shares; 2025Q4: 21,842 shares; 2026Q1: 21,167 shares; 2026Q2: 19,866 shares 19,866$1.14M0.02%-1,301Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,079 shares; 2024Q4: 10,743 shares; 2025Q1: 10,249 shares; 2025Q2: 9,644 shares; 2025Q3: 9,212 shares; 2025Q4: 9,645 shares; 2026Q1: 10,763 shares; 2026Q2: 10,334 shares 10,334$1.13M0.02%-429Timeline
BUFGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,456 shares; 2024Q4: 28,156 shares; 2025Q1: 39,382 shares; 2025Q2: 29,547 shares; 2025Q3: 27,730 shares; 2025Q4: 29,166 shares; 2026Q1: 12,101 shares; 2026Q2: 38,528 shares 38,528$1.13M0.02%+26,427Timeline
CGHMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,383 shares; 2025Q1: 21,248 shares; 2025Q2: 21,953 shares; 2025Q3: 48,657 shares; 2025Q4: 62,155 shares; 2026Q1: 65,924 shares; 2026Q2: 43,659 shares 43,659$1.13M0.02%-22,265Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,325 shares; 2024Q4: 16,464 shares; 2025Q1: 17,479 shares; 2025Q2: 17,860 shares; 2025Q3: 16,716 shares; 2025Q4: 15,049 shares; 2026Q1: 14,393 shares; 2026Q2: 13,696 shares 13,696$1.13M0.02%-697Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,868 shares; 2024Q4: 4,702 shares; 2025Q1: 4,627 shares; 2025Q2: 5,173 shares; 2025Q3: 6,333 shares; 2025Q4: 7,582 shares; 2026Q1: 10,952 shares; 2026Q2: 11,175 shares 11,175$1.12M0.02%+223Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,814 shares; 2024Q4: 3,293 shares; 2025Q1: 4,701 shares; 2025Q2: 4,580 shares; 2025Q3: 4,682 shares; 2025Q4: 4,680 shares; 2026Q1: 4,936 shares; 2026Q2: 7,730 shares 7,730$1.12M0.02%+2,794Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,622 shares; 2024Q4: 31,738 shares; 2025Q1: 31,290 shares; 2025Q2: 32,021 shares; 2025Q3: 30,090 shares; 2025Q4: 27,302 shares; 2026Q1: 22,010 shares; 2026Q2: 21,389 shares 21,389$1.11M0.02%-621Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,419 shares; 2024Q4: 7,801 shares; 2025Q1: 6,792 shares; 2025Q2: 6,372 shares; 2025Q3: 6,024 shares; 2025Q4: 45,516 shares; 2026Q1: 31,177 shares; 2026Q2: 13,321 shares 13,321$1.11M0.01%-17,856Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,246 shares; 2024Q4: 7,279 shares; 2025Q1: 7,289 shares; 2025Q2: 7,528 shares; 2025Q3: 7,525 shares; 2025Q4: 4,997 shares; 2026Q1: 7,757 shares; 2026Q2: 7,794 shares 7,794$1.11M0.01%+37Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,652 shares; 2024Q4: 3,696 shares; 2025Q1: 3,760 shares; 2025Q2: 3,228 shares; 2025Q3: 3,093 shares; 2025Q4: 3,053 shares; 2026Q1: 3,936 shares; 2026Q2: 4,096 shares 4,096$1.11M0.01%+160Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,354 shares; 2024Q4: 13,904 shares; 2025Q1: 15,578 shares; 2025Q2: 15,812 shares; 2025Q3: 16,900 shares; 2025Q4: 18,912 shares; 2026Q1: 25,423 shares; 2026Q2: 27,557 shares 27,557$1.1M0.01%+2,134Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,888 shares; 2024Q4: 23,493 shares; 2025Q1: 22,791 shares; 2025Q2: 21,525 shares; 2025Q3: 21,382 shares; 2025Q4: 18,927 shares; 2026Q1: 49,699 shares; 2026Q2: 44,804 shares 44,804$1.1M0.01%-4,895Timeline
FAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,228 shares; 2024Q4: 10,318 shares; 2025Q1: 10,153 shares; 2025Q2: 9,752 shares; 2025Q3: 27,867 shares; 2025Q4: 26,639 shares; 2026Q1: 21,320 shares; 2026Q2: 19,434 shares 19,434$1.1M0.01%-1,886Timeline
QCAPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,998 shares; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 10,364 shares; 2025Q3: 10,235 shares; 2025Q4: 9,253 shares; 2026Q1: 8,253 shares; 2026Q2: 43,985 shares 43,985$1.1M0.01%+35,732Timeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,950 shares; 2025Q2: 4,780 shares; 2025Q3: 8,253 shares; 2025Q4: 7,050 shares; 2026Q1: 7,866 shares; 2026Q2: 9,341 shares 9,341$1.09M0.01%+1,475Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,589 shares; 2024Q4: 3,067 shares; 2025Q1: 3,030 shares; 2025Q2: 7,017 shares; 2025Q3: 7,093 shares; 2025Q4: 5,137 shares; 2026Q1: 9,781 shares; 2026Q2: 10,864 shares 10,864$1.09M0.01%+1,083Timeline
CVIEMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,282 shares; 2024Q4: 3,376 shares; 2025Q1: 4,230 shares; 2025Q2: 8,102 shares; 2025Q3: 10,490 shares; 2025Q4: 11,319 shares; 2026Q1: 12,469 shares; 2026Q2: 12,863 shares 12,863$1.09M0.01%+394Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,348 shares; 2024Q4: 22,238 shares; 2025Q1: 25,358 shares; 2025Q2: 25,265 shares; 2025Q3: 24,352 shares; 2025Q4: 21,803 shares; 2026Q1: 55,226 shares; 2026Q2: 56,662 shares 56,662$1.09M0.01%+1,436Timeline
INEQCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 28,586 shares; 2026Q2: 28,363 shares 28,363$1.09M0.01%-223Timeline
JUNWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,090 shares; 2024Q4: 46,293 shares; 2025Q1: 29,465 shares; 2025Q2: 31,368 shares; 2025Q3: 27,616 shares; 2025Q4: 23,401 shares; 2026Q1: 19,181 shares; 2026Q2: 31,646 shares 31,646$1.09M0.01%+12,465Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351 shares; 2024Q4: 346 shares; 2025Q1: 337 shares; 2025Q2: 363 shares; 2025Q3: 410 shares; 2025Q4: 2,098 shares; 2026Q1: 2,563 shares; 2026Q2: 4,165 shares 4,165$1.09M0.01%+1,602Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 2,336 shares; 2025Q1: 2,315 shares; 2025Q2: 2,577 shares; 2025Q3: 2,579 shares; 2025Q4: 2,704 shares; 2026Q1: 2,651 shares; 2026Q2: 2,745 shares 2,745$1.08M0.01%+94Timeline
GSATGLOBALSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 13,229 shares; 2026Q2: 13,238 shares 13,238$1.08M0.01%+9Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,817 shares; 2024Q4: 15,603 shares; 2025Q1: 52,612 shares; 2025Q2: 64,527 shares; 2025Q3: 6,471 shares; 2025Q4: 16,476 shares; 2026Q1: 44,719 shares; 2026Q2: 47,812 shares 47,812$1.07M0.01%+3,093Timeline
FHEQFIDELITY GREENWOOD STREET TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,847 shares; 2026Q2: 32,479 shares 32,479$1.07M0.01%+632Timeline
ROBTFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,391 shares; 2024Q4: 30,512 shares; 2025Q1: 31,501 shares; 2025Q2: 37,754 shares; 2025Q3: 28,855 shares; 2025Q4: 28,707 shares; 2026Q1: 18,890 shares; 2026Q2: 18,860 shares 18,860$1.06M0.01%-30Timeline
VGMINVESCO TR INVT GRADE MUNSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,586 shares; 2024Q4: 21,679 shares; 2025Q1: 21,776 shares; 2025Q2: 25,352 shares; 2025Q3: 27,400 shares; 2025Q4: 25,945 shares; 2026Q1: 98,926 shares; 2026Q2: 99,250 shares 99,250$1.05M0.01%+324Timeline
TDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 6,096 shares; 2025Q1: 7,764 shares; 2025Q2: 9,074 shares; 2025Q3: 11,587 shares; 2025Q4: 10,990 shares; 2026Q1: 21,242 shares; 2026Q2: 32,954 shares 32,954$1.05M0.01%+11,712Timeline
CPNMCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,943 shares; 2025Q2: 63,939 shares; 2025Q3: 63,939 shares; 2025Q4: 18,535 shares; 2026Q1: 18,601 shares; 2026Q2: 38,983 shares 38,983$1.04M0.01%+20,382Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,378 shares; 2024Q4: 5,269 shares; 2025Q1: 5,461 shares; 2025Q2: 5,683 shares; 2025Q3: 4,756 shares; 2025Q4: 10,646 shares; 2026Q1: 11,731 shares; 2026Q2: 10,917 shares 10,917$1.04M0.01%-814Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,253 shares; 2024Q4: 28,553 shares; 2025Q1: 41,684 shares; 2025Q2: 42,292 shares; 2025Q3: 42,670 shares; 2025Q4: 40,435 shares; 2026Q1: 49,932 shares; 2026Q2: 56,051 shares 56,051$1.04M0.01%+6,119Timeline
PAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,364 shares; 2024Q4: 19,768 shares; 2025Q1: 18,101 shares; 2025Q2: 17,445 shares; 2025Q3: 23,174 shares; 2025Q4: 13,488 shares; 2026Q1: 23,526 shares; 2026Q2: 22,798 shares 22,798$1.04M0.01%-728Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,412 shares; 2024Q4: 20,170 shares; 2025Q1: 20,164 shares; 2025Q2: 20,507 shares; 2025Q3: 21,049 shares; 2025Q4: 20,134 shares; 2026Q1: 28,173 shares; 2026Q2: 26,608 shares 26,608$1.03M0.01%-1,565Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,494 shares; 2024Q4: 7,465 shares; 2025Q1: 6,291 shares; 2025Q2: 5,883 shares; 2025Q3: 5,916 shares; 2025Q4: 7,397 shares; 2026Q1: 9,799 shares; 2026Q2: 6,599 shares 6,599$1.03M0.01%-3,200Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,252 shares; 2025Q3: 15,236 shares; 2025Q4: 13,744 shares; 2026Q1: 32,110 shares; 2026Q2: 28,142 shares 28,142$1.03M0.01%-3,968Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,742 shares; 2024Q4: 1,662 shares; 2025Q1: 1,658 shares; 2025Q2: 1,642 shares; 2025Q3: 1,750 shares; 2025Q4: 2,018 shares; 2026Q1: 4,105 shares; 2026Q2: 4,582 shares 4,582$1.03M0.01%+477Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,289 shares; 2024Q4: 7,155 shares; 2025Q1: 8,514 shares; 2025Q2: 7,738 shares; 2025Q3: 9,647 shares; 2025Q4: 9,873 shares; 2026Q1: 21,586 shares; 2026Q2: 21,578 shares 21,578$1.03M0.01%-8Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,735 shares; 2024Q4: 5,713 shares; 2025Q1: 14,809 shares; 2025Q2: 15,186 shares; 2025Q3: 17,133 shares; 2025Q4: 18,543 shares; 2026Q1: 19,780 shares; 2026Q2: 18,703 shares 18,703$1.02M0.01%-1,077Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,581 shares; 2025Q3: 76,206 shares; 2025Q4: 77,333 shares; 2026Q1: 30,283 shares; 2026Q2: 23,673 shares 23,673$1.02M0.01%-6,610Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,872 shares; 2024Q4: 70,907 shares; 2025Q1: 156,350 shares; 2025Q2: 160,373 shares; 2025Q3: 131,624 shares; 2025Q4: 124,937 shares; 2026Q1: 31,902 shares; 2026Q2: 16,312 shares 16,312$1.02M0.01%-15,590Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: 937 shares; 2025Q1: 468 shares; 2025Q2: 223 shares; 2025Q3: 403 shares; 2025Q4: 392 shares; 2026Q1: 5,750 shares; 2026Q2: 6,249 shares 6,249$1.02M0.01%+499Timeline
AUGWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,481 shares; 2024Q4: 68,461 shares; 2025Q1: 44,123 shares; 2025Q2: 21,382 shares; 2025Q3: 43,120 shares; 2025Q4: 35,168 shares; 2026Q1: 30,555 shares; 2026Q2: 29,853 shares 29,853$1.02M0.01%-702Timeline
JULWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,016 shares; 2024Q4: 21,052 shares; 2025Q1: 21,726 shares; 2025Q2: 29,343 shares; 2025Q3: 50,002 shares; 2025Q4: 38,892 shares; 2026Q1: 26,339 shares; 2026Q2: 24,799 shares 24,799$1.01M0.01%-1,540Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,581 shares; 2024Q4: 2,218 shares; 2025Q1: 2,313 shares; 2025Q2: 2,692 shares; 2025Q3: 4,959 shares; 2025Q4: 5,320 shares; 2026Q1: 13,538 shares; 2026Q2: 29,693 shares 29,693$1.01M0.01%+16,155Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 249 shares; 2025Q1: 149 shares; 2025Q2: 89 shares; 2025Q3: 51 shares; 2025Q4: 590 shares; 2026Q1: 4,685 shares; 2026Q2: 3,548 shares 3,548$1.01M0.01%-1,137Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,014 shares; 2024Q4: 4,189 shares; 2025Q1: 3,919 shares; 2025Q2: 2,966 shares; 2025Q3: 2,848 shares; 2025Q4: 3,881 shares; 2026Q1: 4,709 shares; 2026Q2: 3,951 shares 3,951$1.01M0.01%-758Timeline
RLJ LODGING TRRLJ LODGING TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,911 shares; 2026Q2: 40,911 shares 40,911$1M0.01%0
ZOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,019 shares; 2025Q1: 17,227 shares; 2025Q2: 17,227 shares; 2025Q3: 14,190 shares; 2025Q4: 57,206 shares; 2026Q1: 42,051 shares; 2026Q2: 36,264 shares 36,264$1M0.01%-5,787Timeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,651 shares; 2025Q4: 15,639 shares; 2026Q1: 19,273 shares; 2026Q2: 33,198 shares 33,198$997K0.01%+13,925Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,979 shares; 2024Q4: 6,861 shares; 2025Q1: 6,368 shares; 2025Q2: 7,520 shares; 2025Q3: 7,642 shares; 2025Q4: 7,667 shares; 2026Q1: 19,906 shares; 2026Q2: 19,642 shares 19,642$995K0.01%-264Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,102 shares; 2024Q4: 4,107 shares; 2025Q1: 4,102 shares; 2025Q2: 4,102 shares; 2025Q3: 4,102 shares; 2025Q4: 4,102 shares; 2026Q1: 7,768 shares; 2026Q2: 3,673 shares 3,673$994K0.01%-4,095Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 324 shares; 2026Q1: 1,688 shares; 2026Q2: 2,381 shares 2,381$991K0.01%+693Timeline
IGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,970 shares; 2024Q4: 4,491 shares; 2025Q1: 9,471 shares; 2025Q2: 14,901 shares; 2025Q3: 22,585 shares; 2025Q4: 24,218 shares; 2026Q1: 61,564 shares; 2026Q2: 47,020 shares 47,020$990K0.01%-14,544Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 74 shares; 2025Q1: 17,052 shares; 2025Q2: 15,911 shares; 2025Q3: 16,691 shares; 2025Q4: 17,932 shares; 2026Q1: 12,776 shares; 2026Q2: 18,617 shares 18,617$988K0.01%+5,841Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,107 shares; 2025Q1: 34,434 shares; 2025Q2: 34,774 shares; 2025Q3: 39,173 shares; 2025Q4: 39,016 shares; 2026Q1: 48,736 shares; 2026Q2: 59,282 shares 59,282$987K0.01%+10,546Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 911 shares; 2024Q4: 946 shares; 2025Q1: 944 shares; 2025Q2: 957 shares; 2025Q3: 963 shares; 2025Q4: 1,273 shares; 2026Q1: 4,216 shares; 2026Q2: 5,662 shares 5,662$987K0.01%+1,446Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 504 shares; 2025Q1: 4,592 shares; 2025Q2: 9,252 shares; 2025Q3: 10,929 shares; 2025Q4: 11,873 shares; 2026Q1: 36,775 shares; 2026Q2: 37,927 shares 37,927$979K0.01%+1,152Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,370 shares; 2024Q4: 6,091 shares; 2025Q1: 6,870 shares; 2025Q2: 6,950 shares; 2025Q3: 6,171 shares; 2025Q4: 11,181 shares; 2026Q1: 21,005 shares; 2026Q2: 21,002 shares 21,002$979K0.01%-3Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,926 shares; 2024Q4: 4,061 shares; 2025Q1: 3,508 shares; 2025Q2: 2,152 shares; 2025Q3: 2,066 shares; 2025Q4: 3,222 shares; 2026Q1: 4,956 shares; 2026Q2: 4,743 shares 4,743$979K0.01%-213Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,845 shares; 2024Q4: 108,121 shares; 2025Q1: 71,944 shares; 2025Q2: 7,284 shares; 2025Q3: 6,450 shares; 2025Q4: 8,412 shares; 2026Q1: 9,319 shares; 2026Q2: 10,442 shares 10,442$978K0.01%+1,123Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,876 shares; 2024Q4: 21,310 shares; 2025Q1: 28,403 shares; 2025Q2: 13,575 shares; 2025Q3: 15,284 shares; 2025Q4: 16,085 shares; 2026Q1: 16,669 shares; 2026Q2: 16,822 shares 16,822$974K0.01%+153Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 3,827 shares; 2025Q1: 6,980 shares; 2025Q2: 7,172 shares; 2025Q3: 7,514 shares; 2025Q4: 9,325 shares; 2026Q1: 14,260 shares; 2026Q2: 10,374 shares 10,374$969K0.01%-3,886Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,612 shares; 2024Q4: 7,818 shares; 2025Q1: 7,607 shares; 2025Q2: 7,596 shares; 2025Q3: 7,620 shares; 2025Q4: 7,750 shares; 2026Q1: 10,287 shares; 2026Q2: 10,488 shares 10,488$968K0.01%+201Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 3,342 shares; 2025Q2: 3,142 shares; 2025Q3: 3,481 shares; 2025Q4: 4,049 shares; 2026Q1: 6,458 shares; 2026Q2: 6,205 shares 6,205$963K0.01%-253Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,472 shares; 2024Q4: 3,480 shares; 2025Q1: 3,267 shares; 2025Q2: 3,211 shares; 2025Q3: 3,242 shares; 2025Q4: 3,409 shares; 2026Q1: 8,178 shares; 2026Q2: 8,689 shares 8,689$961K0.01%+511Timeline
OPPEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667 shares; 2026Q1: 16,744 shares; 2026Q2: 17,101 shares 17,101$954K0.01%+357Timeline
GJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,412 shares; 2024Q4: 9,554 shares; 2025Q1: 10,813 shares; 2025Q2: 10,659 shares; 2025Q3: 10,467 shares; 2025Q4: 5,550 shares; 2026Q1: 22,352 shares; 2026Q2: 21,195 shares 21,195$954K0.01%-1,157Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,294 shares; 2024Q4: 2,877 shares; 2025Q1: 5,072 shares; 2025Q2: 9,857 shares; 2025Q3: 11,310 shares; 2025Q4: 8,094 shares; 2026Q1: 7,677 shares; 2026Q2: 7,477 shares 7,477$953K0.01%-200Timeline
NHSNEUBERGER HIGH YIELD ST FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,163 shares; 2024Q4: 70,136 shares; 2025Q1: 78,920 shares; 2025Q2: 96,248 shares; 2025Q3: 105,712 shares; 2025Q4: 109,642 shares; 2026Q1: 169,301 shares; 2026Q2: 152,385 shares 152,385$951K0.01%-16,916Timeline
MSIFMSC INCOME FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 1,000 shares; 2025Q3: 25,090 shares; 2025Q4: 45,874 shares; 2026Q1: 85,144 shares; 2026Q2: 81,941 shares 81,941$948K0.01%-3,203Timeline
FABFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,896 shares; 2024Q4: 7,748 shares; 2025Q1: 7,749 shares; 2025Q2: 7,501 shares; 2025Q3: 7,502 shares; 2025Q4: 7,142 shares; 2026Q1: 9,333 shares; 2026Q2: 9,334 shares 9,334$947K0.01%+1Timeline
GVALCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,563 shares; 2026Q2: 26,306 shares 26,306$947K0.01%+2,743Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,845 shares; 2024Q4: 8,846 shares; 2025Q1: 8,970 shares; 2025Q2: 9,453 shares; 2025Q3: 9,336 shares; 2025Q4: 8,249 shares; 2026Q1: 20,113 shares; 2026Q2: 19,359 shares 19,359$946K0.01%-754Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 860 shares; 2025Q1: 897 shares; 2025Q2: 954 shares; 2025Q3: 1,026 shares; 2025Q4: 1,455 shares; 2026Q1: 2,850 shares; 2026Q2: 2,975 shares 2,975$945K0.01%+125Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 283 shares; 2025Q2: not reported; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 10,901 shares; 2026Q2: 23,378 shares 23,378$940K0.01%+12,477Timeline
AFGRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,832 shares; 2024Q4: 75,078 shares; 2025Q1: 31,415 shares; 2025Q2: 27,315 shares; 2025Q3: 26,659 shares; 2025Q4: 27,656 shares; 2026Q1: 26,562 shares; 2026Q2: 25,712 shares 25,712$940K0.01%-850Timeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,583 shares; 2024Q4: 21,653 shares; 2025Q1: 20,452 shares; 2025Q2: 20,030 shares; 2025Q3: 18,948 shares; 2025Q4: 16,659 shares; 2026Q1: 15,112 shares; 2026Q2: 14,946 shares 14,946$936K0.01%-166Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 866 shares; 2026Q2: 18,447 shares 18,447$935K0.01%+17,581Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,198 shares; 2024Q4: 48,459 shares; 2025Q1: 46,092 shares; 2025Q2: 42,882 shares; 2025Q3: 40,704 shares; 2025Q4: 38,774 shares; 2026Q1: 43,124 shares; 2026Q2: 40,896 shares 40,896$934K0.01%-2,228Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,801 shares; 2024Q4: 12,156 shares; 2025Q1: 6,649 shares; 2025Q2: 6,559 shares; 2025Q3: 7,293 shares; 2025Q4: 9,733 shares; 2026Q1: 20,549 shares; 2026Q2: 13,614 shares 13,614$930K0.01%-6,935Timeline
FLQSFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,045 shares; 2024Q4: 24,486 shares; 2025Q1: 26,527 shares; 2025Q2: 15,037 shares; 2025Q3: 17,818 shares; 2025Q4: 18,226 shares; 2026Q1: 18,797 shares; 2026Q2: 18,884 shares 18,884$921K0.01%+87Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,707 shares; 2026Q2: 15,701 shares 15,701$921K0.01%-6Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,715 shares; 2024Q4: 3,165 shares; 2025Q1: 3,343 shares; 2025Q2: 3,358 shares; 2025Q3: 8,238 shares; 2025Q4: 3,838 shares; 2026Q1: 6,329 shares; 2026Q2: 6,296 shares 6,296$920K0.01%-33Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989 shares; 2024Q4: 989 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 5,461 shares; 2025Q4: 5,617 shares; 2026Q1: 8,339 shares; 2026Q2: 11,141 shares 11,141$919K0.01%+2,802Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,706 shares; 2024Q4: 1,851 shares; 2025Q1: 5,018 shares; 2025Q2: 5,245 shares; 2025Q3: 5,420 shares; 2025Q4: 5,479 shares; 2026Q1: 5,764 shares; 2026Q2: 5,609 shares 5,609$918K0.01%-155Timeline
QSPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,535 shares; 2024Q4: 6,878 shares; 2025Q1: 4,835 shares; 2025Q2: 4,735 shares; 2025Q3: 5,260 shares; 2025Q4: 45,480 shares; 2026Q1: 27,338 shares; 2026Q2: 26,283 shares 26,283$916K0.01%-1,055Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,064 shares; 2024Q4: 11,793 shares; 2025Q1: 11,703 shares; 2025Q2: 12,013 shares; 2025Q3: 12,284 shares; 2025Q4: 11,928 shares; 2026Q1: 20,602 shares; 2026Q2: 18,638 shares 18,638$914K0.01%-1,964Timeline
BLCRBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,165 shares; 2026Q2: 18,132 shares 18,132$913K0.01%+5,967Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,579 shares; 2024Q4: 11,521 shares; 2025Q1: 11,477 shares; 2025Q2: 11,432 shares; 2025Q3: 11,740 shares; 2025Q4: 11,445 shares; 2026Q1: 11,856 shares; 2026Q2: 12,069 shares 12,069$909K0.01%+213Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171 shares; 2024Q4: 180 shares; 2025Q1: 191 shares; 2025Q2: 169 shares; 2025Q3: 197 shares; 2025Q4: 474 shares; 2026Q1: 2,308 shares; 2026Q2: 2,255 shares 2,255$908K0.01%-53Timeline
QFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,326 shares; 2024Q4: 67,560 shares; 2025Q1: 93,261 shares; 2025Q2: 95,834 shares; 2025Q3: 97,399 shares; 2025Q4: 101,207 shares; 2026Q1: 28,406 shares; 2026Q2: 24,862 shares 24,862$907K0.01%-3,544Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,998 shares; 2024Q4: 12,419 shares; 2025Q1: 10,709 shares; 2025Q2: 4,202 shares; 2025Q3: 5,189 shares; 2025Q4: 6,625 shares; 2026Q1: 12,788 shares; 2026Q2: 11,199 shares 11,199$905K0.01%-1,589Timeline
IDVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,649 shares; 2026Q2: 21,492 shares 21,492$903K0.01%+11,843Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,929 shares; 2024Q4: 24,399 shares; 2025Q1: 22,038 shares; 2025Q2: 24,886 shares; 2025Q3: 28,735 shares; 2025Q4: 31,875 shares; 2026Q1: 38,894 shares; 2026Q2: 47,598 shares 47,598$901K0.01%+8,704Timeline
FFSMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,616 shares; 2024Q4: 21,988 shares; 2025Q1: 21,853 shares; 2025Q2: 23,088 shares; 2025Q3: 24,094 shares; 2025Q4: 23,707 shares; 2026Q1: 23,662 shares; 2026Q2: 23,579 shares 23,579$901K0.01%-83Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,883 shares; 2024Q4: 10,032 shares; 2025Q1: 4,286 shares; 2025Q2: 4,860 shares; 2025Q3: 4,555 shares; 2025Q4: 4,652 shares; 2026Q1: 7,995 shares; 2026Q2: 8,007 shares 8,007$901K0.01%+12Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 12,568 shares; 2025Q3: 15,278 shares; 2025Q4: 15,232 shares; 2026Q1: 31,506 shares; 2026Q2: 31,643 shares 31,643$898K0.01%+137Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,886 shares; 2024Q4: 4,592 shares; 2025Q1: 4,651 shares; 2025Q2: 3,637 shares; 2025Q3: 4,427 shares; 2025Q4: 4,580 shares; 2026Q1: 25,350 shares; 2026Q2: 7,631 shares 7,631$897K0.01%-17,719Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,263 shares; 2024Q4: 5,290 shares; 2025Q1: 5,420 shares; 2025Q2: 5,331 shares; 2025Q3: 5,306 shares; 2025Q4: 4,781 shares; 2026Q1: 8,538 shares; 2026Q2: 9,113 shares 9,113$896K0.01%+575Timeline
MAYWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,398 shares; 2024Q4: 22,669 shares; 2025Q1: 12,702 shares; 2025Q2: 18,307 shares; 2025Q3: 17,921 shares; 2025Q4: 15,604 shares; 2026Q1: 7,465 shares; 2026Q2: 25,677 shares 25,677$893K0.01%+18,212Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 5,117 shares; 2025Q2: 5,639 shares; 2025Q3: 5,662 shares; 2025Q4: 6,325 shares; 2026Q1: 8,798 shares; 2026Q2: 9,080 shares 9,080$892K0.01%+282Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,357 shares; 2024Q4: 20,983 shares; 2025Q1: 21,466 shares; 2025Q2: 19,503 shares; 2025Q3: 15,107 shares; 2025Q4: 14,239 shares; 2026Q1: 16,000 shares; 2026Q2: 17,358 shares 17,358$890K0.01%+1,358Timeline
JOETVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,136 shares; 2024Q4: 11,965 shares; 2025Q1: 11,965 shares; 2025Q2: 11,811 shares; 2025Q3: 11,811 shares; 2025Q4: 12,158 shares; 2026Q1: 19,111 shares; 2026Q2: 19,101 shares 19,101$884K0.01%-10Timeline
FIIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,188 shares; 2024Q4: 9,948 shares; 2025Q1: 10,125 shares; 2025Q2: 16,718 shares; 2025Q3: 16,080 shares; 2025Q4: 24,656 shares; 2026Q1: 25,660 shares; 2026Q2: 42,504 shares 42,504$880K0.01%+16,844Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 649 shares; 2025Q1: 656 shares; 2025Q2: 550 shares; 2025Q3: 437 shares; 2025Q4: 94 shares; 2026Q1: 49,469 shares; 2026Q2: 53,227 shares 53,227$872K0.01%+3,758Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 66 shares; 2025Q2: 59 shares; 2025Q3: 67 shares; 2025Q4: 2,547 shares; 2026Q1: 2,418 shares; 2026Q2: 2,930 shares 2,930$868K0.01%+512Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,812 shares; 2024Q4: 6,847 shares; 2025Q1: 6,817 shares; 2025Q2: 6,647 shares; 2025Q3: 6,717 shares; 2025Q4: 7,314 shares; 2026Q1: 9,827 shares; 2026Q2: 10,234 shares 10,234$866K0.01%+407Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,984 shares; 2025Q1: 6,724 shares; 2025Q2: 7,380 shares; 2025Q3: 8,266 shares; 2025Q4: 7,922 shares; 2026Q1: 15,745 shares; 2026Q2: 16,402 shares 16,402$865K0.01%+657Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269 shares; 2024Q4: 274 shares; 2025Q1: 232 shares; 2025Q2: 237 shares; 2025Q3: 293 shares; 2025Q4: 2,468 shares; 2026Q1: 4,963 shares; 2026Q2: 8,706 shares 8,706$864K0.01%+3,743Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 648 shares; 2025Q1: 829 shares; 2025Q2: 953 shares; 2025Q3: 1,123 shares; 2025Q4: 1,021 shares; 2026Q1: 1,575 shares; 2026Q2: 10,318 shares 10,318$862K0.01%+8,743Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,535 shares; 2025Q1: 7,892 shares; 2025Q2: 30,528 shares; 2025Q3: 19,031 shares; 2025Q4: 19,090 shares; 2026Q1: 6,480 shares; 2026Q2: 20,321 shares 20,321$860K0.01%+13,841Timeline
NUGTDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,618 shares; 2025Q2: 4,197 shares; 2025Q3: 3,716 shares; 2025Q4: 4,129 shares; 2026Q1: 7,308 shares; 2026Q2: 7,345 shares 7,345$859K0.01%+37Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,847 shares; 2024Q4: 29,408 shares; 2025Q1: 25,588 shares; 2025Q2: 22,955 shares; 2025Q3: 19,188 shares; 2025Q4: 17,721 shares; 2026Q1: 17,909 shares; 2026Q2: 17,800 shares 17,800$859K0.01%-109Timeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 4,160 shares; 2025Q1: 5,460 shares; 2025Q2: 5,112 shares; 2025Q3: 6,157 shares; 2025Q4: 6,894 shares; 2026Q1: 14,871 shares; 2026Q2: 19,979 shares 19,979$857K0.01%+5,108Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,149 shares; 2024Q4: 1,259 shares; 2025Q1: 1,445 shares; 2025Q2: 1,344 shares; 2025Q3: 1,249 shares; 2025Q4: 1,010 shares; 2026Q1: 4,505 shares; 2026Q2: 4,616 shares 4,616$855K0.01%+111Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,528 shares; 2025Q3: 4,523 shares; 2025Q4: 4,641 shares; 2026Q1: 8,154 shares; 2026Q2: 8,403 shares 8,403$854K0.01%+249Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 3,047 shares; 2025Q4: 7,344 shares; 2026Q1: 8,820 shares; 2026Q2: 8,565 shares 8,565$853K0.01%-255Timeline
FIGBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,689 shares; 2024Q4: 15,141 shares; 2025Q1: 13,480 shares; 2025Q2: 12,819 shares; 2025Q3: 13,378 shares; 2025Q4: 14,284 shares; 2026Q1: 21,837 shares; 2026Q2: 19,807 shares 19,807$848K0.01%-2,030Timeline
CBOJCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,291 shares; 2025Q2: 40,673 shares; 2025Q3: 38,484 shares; 2025Q4: 35,616 shares; 2026Q1: 32,211 shares; 2026Q2: 35,978 shares 35,978$847K0.01%+3,767Timeline
XOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 7,873 shares; 2026Q1: 25,123 shares; 2026Q2: 21,419 shares 21,419$846K0.01%-3,704Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 1,012 shares; 2025Q1: 1,114 shares; 2025Q2: 1,819 shares; 2025Q3: 2,418 shares; 2025Q4: 2,936 shares; 2026Q1: 3,245 shares; 2026Q2: 3,145 shares 3,145$846K0.01%-100Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 1,452 shares; 2025Q1: 1,458 shares; 2025Q2: 1,473 shares; 2025Q3: 1,334 shares; 2025Q4: 1,284 shares; 2026Q1: 1,734 shares; 2026Q2: 1,687 shares 1,687$835K0.01%-47Timeline
FSSLFS SPECIALTY LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,225 shares; 2026Q2: 74,255 shares 74,255$828K0.01%-5,970Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,618 shares; 2024Q4: 34,156 shares; 2025Q1: 37,294 shares; 2025Q2: 44,101 shares; 2025Q3: 45,061 shares; 2025Q4: 49,615 shares; 2026Q1: 74,891 shares; 2026Q2: 75,826 shares 75,826$827K0.01%+935Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,055 shares; 2024Q4: 974 shares; 2025Q1: 901 shares; 2025Q2: 563 shares; 2025Q3: 772 shares; 2025Q4: 1,735 shares; 2026Q1: 2,906 shares; 2026Q2: 2,952 shares 2,952$822K0.01%+46Timeline
FMDEFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,094 shares; 2024Q4: 2,812 shares; 2025Q1: 4,615 shares; 2025Q2: 4,639 shares; 2025Q3: 5,364 shares; 2025Q4: 13,280 shares; 2026Q1: 16,865 shares; 2026Q2: 20,252 shares 20,252$822K0.01%+3,387Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,259 shares; 2024Q4: 1,256 shares; 2025Q1: 1,375 shares; 2025Q2: 1,421 shares; 2025Q3: 2,101 shares; 2025Q4: 2,145 shares; 2026Q1: 3,623 shares; 2026Q2: 3,471 shares 3,471$819K0.01%-152Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,169 shares; 2024Q4: 19,106 shares; 2025Q1: 18,823 shares; 2025Q2: 18,746 shares; 2025Q3: 20,644 shares; 2025Q4: 32,006 shares; 2026Q1: 39,432 shares; 2026Q2: 32,912 shares 32,912$817K0.01%-6,520Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,088 shares; 2024Q4: 28,088 shares; 2025Q1: 28,088 shares; 2025Q2: 28,088 shares; 2025Q3: 28,089 shares; 2025Q4: 291 shares; 2026Q1: 36,035 shares; 2026Q2: 36,498 shares 36,498$812K0.01%+463Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,844 shares; 2025Q2: 1,845 shares; 2025Q3: 1,784 shares; 2025Q4: 2,579 shares; 2026Q1: 5,258 shares; 2026Q2: 5,261 shares 5,261$812K0.01%+3Timeline
YSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,501 shares; 2024Q4: 8,889 shares; 2025Q1: 10,009 shares; 2025Q2: 3,007 shares; 2025Q3: 6,398 shares; 2025Q4: 18,418 shares; 2026Q1: 30,724 shares; 2026Q2: 29,474 shares 29,474$812K0.01%-1,250Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: 465 shares; 2025Q1: 448 shares; 2025Q2: 558 shares; 2025Q3: 356 shares; 2025Q4: 856 shares; 2026Q1: 1,266 shares; 2026Q2: 1,441 shares 1,441$808K0.01%+175Timeline
SHOCEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 3,681 shares; 2025Q2: 5,504 shares; 2025Q3: 5,505 shares; 2025Q4: 5,610 shares; 2026Q1: 6,621 shares; 2026Q2: 6,622 shares 6,622$808K0.01%+1Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248 shares; 2024Q4: 250 shares; 2025Q1: 252 shares; 2025Q2: 282 shares; 2025Q3: 235 shares; 2025Q4: 208 shares; 2026Q1: 554 shares; 2026Q2: 592 shares 592$805K0.01%+38Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,572 shares; 2024Q4: 7,111 shares; 2025Q1: 5,324 shares; 2025Q2: 5,138 shares; 2025Q3: 8,436 shares; 2025Q4: 7,901 shares; 2026Q1: 9,909 shares; 2026Q2: 19,483 shares 19,483$805K0.01%+9,574Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,313 shares; 2024Q4: 3,960 shares; 2025Q1: 5,265 shares; 2025Q2: 5,274 shares; 2025Q3: 6,440 shares; 2025Q4: 9,103 shares; 2026Q1: 16,474 shares; 2026Q2: 16,159 shares 16,159$805K0.01%-315Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,299 shares; 2024Q4: 12,308 shares; 2025Q1: 4,106 shares; 2025Q2: 3,805 shares; 2025Q3: 2,403 shares; 2025Q4: 2,708 shares; 2026Q1: 3,580 shares; 2026Q2: 3,670 shares 3,670$805K0.01%+90Timeline
PCEFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,836 shares; 2024Q4: 6,884 shares; 2025Q1: 6,934 shares; 2025Q2: 6,574 shares; 2025Q3: 31,856 shares; 2025Q4: 32,762 shares; 2026Q1: 39,389 shares; 2026Q2: 39,477 shares 39,477$802K0.01%+88Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,844 shares; 2024Q4: 7,967 shares; 2025Q1: 11,348 shares; 2025Q2: 11,992 shares; 2025Q3: 12,163 shares; 2025Q4: 17,594 shares; 2026Q1: 21,050 shares; 2026Q2: 16,498 shares 16,498$801K0.01%-4,552Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,178 shares; 2024Q4: 1,517 shares; 2025Q1: 1,985 shares; 2025Q2: 2,532 shares; 2025Q3: 2,540 shares; 2025Q4: 2,569 shares; 2026Q1: 5,437 shares; 2026Q2: 5,463 shares 5,463$799K0.01%+26Timeline
GMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,114 shares; 2024Q4: 17,548 shares; 2025Q1: 7,159 shares; 2025Q2: 6,500 shares; 2025Q3: 6,422 shares; 2025Q4: 5,620 shares; 2026Q1: 18,527 shares; 2026Q2: 18,037 shares 18,037$798K0.01%-490Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,242 shares; 2024Q4: 8,193 shares; 2025Q1: 9,050 shares; 2025Q2: 8,712 shares; 2025Q3: 9,540 shares; 2025Q4: 10,463 shares; 2026Q1: 24,199 shares; 2026Q2: 21,942 shares 21,942$796K0.01%-2,257Timeline
IALTBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,279 shares 28,279$793K0.01%newTimeline
GSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,195 shares; 2024Q4: 12,415 shares; 2025Q1: 12,400 shares; 2025Q2: 8,450 shares; 2025Q3: 13,962 shares; 2025Q4: 12,366 shares; 2026Q1: 20,257 shares; 2026Q2: 19,349 shares 19,349$793K0.01%-908Timeline
APRWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,029 shares; 2024Q4: 36,572 shares; 2025Q1: 23,086 shares; 2025Q2: 10,591 shares; 2025Q3: 9,632 shares; 2025Q4: 9,336 shares; 2026Q1: 9,137 shares; 2026Q2: 21,296 shares 21,296$791K0.01%+12,159Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,127 shares; 2025Q2: 16,246 shares; 2025Q3: 28,536 shares; 2025Q4: 30,897 shares; 2026Q1: 36,443 shares; 2026Q2: 34,314 shares 34,314$790K0.01%-2,129Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,481 shares; 2024Q4: 16,901 shares; 2025Q1: 15,324 shares; 2025Q2: 15,323 shares; 2025Q3: 15,010 shares; 2025Q4: 12,374 shares; 2026Q1: 11,707 shares; 2026Q2: 12,508 shares 12,508$789K0.01%+801Timeline
ZMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,065 shares; 2025Q3: 57,666 shares; 2025Q4: 8,844 shares; 2026Q1: 9,008 shares; 2026Q2: 30,293 shares 30,293$787K0.01%+21,285Timeline
WTMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,807 shares; 2024Q4: 7,897 shares; 2025Q1: 9,683 shares; 2025Q2: 10,984 shares; 2025Q3: 13,490 shares; 2025Q4: 14,929 shares; 2026Q1: 18,104 shares; 2026Q2: 19,180 shares 19,180$784K0.01%+1,076Timeline
JAJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,773 shares; 2024Q4: 28,046 shares; 2025Q1: 16,944 shares; 2025Q2: 27,008 shares; 2025Q3: 25,354 shares; 2025Q4: 23,945 shares; 2026Q1: 28,484 shares; 2026Q2: 26,194 shares 26,194$783K0.01%-2,290Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 10 shares; 2025Q1: 26 shares; 2025Q2: 38 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 1,975 shares; 2026Q2: 2,030 shares 2,030$783K0.01%+55Timeline
YJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,164 shares; 2024Q4: 35,310 shares; 2025Q1: 31,116 shares; 2025Q2: 21,748 shares; 2025Q3: 21,376 shares; 2025Q4: 22,571 shares; 2026Q1: 23,446 shares; 2026Q2: 29,072 shares 29,072$779K0.01%+5,626Timeline
GOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,177 shares; 2024Q4: 5,091 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 1,499 shares; 2025Q4: 15,878 shares; 2026Q1: 23,458 shares; 2026Q2: 18,709 shares 18,709$777K0.01%-4,749Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 1,017 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 2,288 shares; 2026Q2: 13,675 shares 13,675$774K0.01%+11,387Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,624 shares; 2024Q4: 4,653 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,708 shares; 2025Q4: 3,873 shares; 2026Q1: 4,262 shares; 2026Q2: 3,921 shares 3,921$773K0.01%-341Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,079 shares; 2024Q4: 3,279 shares; 2025Q1: 3,860 shares; 2025Q2: 3,628 shares; 2025Q3: 3,912 shares; 2025Q4: 3,846 shares; 2026Q1: 7,147 shares; 2026Q2: 7,066 shares 7,066$771K0.01%-81Timeline
DECMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,454 shares; 2025Q1: 5,454 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 12,554 shares; 2026Q1: 16,446 shares; 2026Q2: 22,769 shares 22,769$768K0.01%+6,323Timeline
LGOVFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,553 shares; 2024Q4: 409,842 shares; 2025Q1: 391,445 shares; 2025Q2: 383,976 shares; 2025Q3: 28,045 shares; 2025Q4: 28,724 shares; 2026Q1: 27,321 shares; 2026Q2: 35,841 shares 35,841$767K0.01%+8,520Timeline
DDFFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,172 shares; 2026Q2: 38,431 shares 38,431$767K0.01%+11,259Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,813 shares; 2024Q4: 16,722 shares; 2025Q1: 14,571 shares; 2025Q2: 13,977 shares; 2025Q3: 15,159 shares; 2025Q4: 15,491 shares; 2026Q1: 16,342 shares; 2026Q2: 15,491 shares 15,491$762K0.01%-851Timeline
IBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,233 shares; 2024Q4: 14,270 shares; 2025Q1: 15,005 shares; 2025Q2: 21,979 shares; 2025Q3: 21,979 shares; 2025Q4: 23,248 shares; 2026Q1: 24,462 shares; 2026Q2: 24,142 shares 24,142$760K0.01%-320Timeline
MARMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,102 shares; 2024Q4: 28,522 shares; 2025Q1: 29,329 shares; 2025Q2: 32,820 shares; 2025Q3: 32,820 shares; 2025Q4: 24,512 shares; 2026Q1: 20,424 shares; 2026Q2: 22,246 shares 22,246$759K0.01%+1,822Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,133 shares; 2024Q4: 7,906 shares; 2025Q1: 8,746 shares; 2025Q2: 7,843 shares; 2025Q3: 5,840 shares; 2025Q4: 5,616 shares; 2026Q1: 18,065 shares; 2026Q2: 17,493 shares 17,493$755K0.01%-572Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,441 shares; 2024Q4: 608 shares; 2025Q1: 903 shares; 2025Q2: 1,352 shares; 2025Q3: 1,278 shares; 2025Q4: 1,264 shares; 2026Q1: 14,327 shares; 2026Q2: 16,086 shares 16,086$754K0.01%+1,759Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,195 shares 8,195$754K0.01%newTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 14,570 shares; 2026Q2: 14,574 shares 14,574$753K0.01%+4Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 935 shares; 2025Q1: 917 shares; 2025Q2: 1,475 shares; 2025Q3: 1,204 shares; 2025Q4: 1,300 shares; 2026Q1: 3,900 shares; 2026Q2: 3,273 shares 3,273$751K0.01%-627Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,866 shares; 2024Q4: 2,962 shares; 2025Q1: 3,212 shares; 2025Q2: 3,078 shares; 2025Q3: 1,912 shares; 2025Q4: 1,837 shares; 2026Q1: 4,985 shares; 2026Q2: 5,131 shares 5,131$750K0.01%+146Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 332 shares; 2025Q1: 741 shares; 2025Q2: 1,181 shares; 2025Q3: 866 shares; 2025Q4: 1,705 shares; 2026Q1: 2,945 shares; 2026Q2: 3,430 shares 3,430$749K0.01%+485Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,428 shares; 2024Q4: 2,502 shares; 2025Q1: 2,515 shares; 2025Q2: 4,934 shares; 2025Q3: 5,336 shares; 2025Q4: 5,762 shares; 2026Q1: 9,758 shares; 2026Q2: 14,050 shares 14,050$747K0.01%+4,292Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,953 shares; 2024Q4: 8,742 shares; 2025Q1: 8,791 shares; 2025Q2: 8,738 shares; 2025Q3: 8,320 shares; 2025Q4: 9,108 shares; 2026Q1: 9,847 shares; 2026Q2: 10,938 shares 10,938$746K0.01%+1,091Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,200 shares; 2024Q4: 11,203 shares; 2025Q1: 9,179 shares; 2025Q2: 9,178 shares; 2025Q3: 9,200 shares; 2025Q4: 7,422 shares; 2026Q1: 6,174 shares; 2026Q2: 5,905 shares 5,905$746K0.01%-269Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 672 shares; 2024Q4: 733 shares; 2025Q1: 929 shares; 2025Q2: 911 shares; 2025Q3: 1,004 shares; 2025Q4: 803 shares; 2026Q1: 4,566 shares; 2026Q2: 4,227 shares 4,227$744K0.01%-339Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,286 shares; 2024Q4: 6,511 shares; 2025Q1: 5,972 shares; 2025Q2: 5,281 shares; 2025Q3: 5,291 shares; 2025Q4: 4,876 shares; 2026Q1: 5,031 shares; 2026Q2: 5,202 shares 5,202$744K0.01%+171Timeline
PFXFVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,300 shares; 2024Q4: 17,300 shares; 2025Q1: 28,393 shares; 2025Q2: 28,028 shares; 2025Q3: 33,223 shares; 2025Q4: 38,418 shares; 2026Q1: 39,506 shares; 2026Q2: 41,571 shares 41,571$742K0.01%+2,065Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,732 shares; 2024Q4: 32,437 shares; 2025Q1: 20,538 shares; 2025Q2: 20,819 shares; 2025Q3: 23,239 shares; 2025Q4: 24,659 shares; 2026Q1: 30,213 shares; 2026Q2: 35,156 shares 35,156$735K0.01%+4,943Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 711 shares; 2025Q1: 758 shares; 2025Q2: 791 shares; 2025Q3: 820 shares; 2025Q4: 869 shares; 2026Q1: 1,939 shares; 2026Q2: 1,980 shares 1,980$734K0.01%+41Timeline
SIXOAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,307 shares; 2024Q4: 15,427 shares; 2025Q1: 15,813 shares; 2025Q2: 17,320 shares; 2025Q3: 17,314 shares; 2025Q4: 18,856 shares; 2026Q1: 22,042 shares; 2026Q2: 20,456 shares 20,456$734K0.01%-1,586Timeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,740 shares; 2024Q4: 8,844 shares; 2025Q1: 10,702 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,633 shares; 2026Q2: 22,377 shares 22,377$734K0.01%+744Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,012 shares; 2024Q4: 2,781 shares; 2025Q1: 3,339 shares; 2025Q2: 3,712 shares; 2025Q3: 6,111 shares; 2025Q4: 6,854 shares; 2026Q1: 10,825 shares; 2026Q2: 10,819 shares 10,819$733K0.01%-6Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,336 shares; 2024Q4: 11,610 shares; 2025Q1: 10,516 shares; 2025Q2: 10,248 shares; 2025Q3: 10,211 shares; 2025Q4: 10,345 shares; 2026Q1: 15,413 shares; 2026Q2: 15,405 shares 15,405$732K0.01%-8Timeline
NICNICOLET BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 4,419 shares; 2026Q2: 4,423 shares 4,423$732K0.01%+4Timeline
YDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,534 shares; 2024Q4: 26,052 shares; 2025Q1: 24,552 shares; 2025Q2: 24,294 shares; 2025Q3: 24,144 shares; 2025Q4: 64,421 shares; 2026Q1: 80,757 shares; 2026Q2: 26,460 shares 26,460$729K0.01%-54,297Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,635 shares; 2024Q4: 13,093 shares; 2025Q1: 12,728 shares; 2025Q2: 12,592 shares; 2025Q3: 11,901 shares; 2025Q4: 14,904 shares; 2026Q1: 28,249 shares; 2026Q2: 27,253 shares 27,253$727K0.01%-996Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,553 shares; 2025Q1: 2,176 shares; 2025Q2: 2,283 shares; 2025Q3: 2,484 shares; 2025Q4: 2,474 shares; 2026Q1: 8,571 shares; 2026Q2: 7,950 shares 7,950$725K0.01%-621Timeline
PLXSPLEXUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 403 shares; 2026Q1: 2,394 shares; 2026Q2: 2,403 shares 2,403$723K0.01%+9Timeline
IFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,791 shares; 2026Q2: 13,583 shares 13,583$721K0.01%+6,792Timeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,056 shares; 2024Q4: 18,318 shares; 2025Q1: 18,081 shares; 2025Q2: 12,998 shares; 2025Q3: 13,615 shares; 2025Q4: 14,265 shares; 2026Q1: 23,230 shares; 2026Q2: 24,355 shares 24,355$720K0.01%+1,125Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 568 shares; 2026Q1: 2,703 shares; 2026Q2: 2,725 shares 2,725$719K0.01%+22Timeline
IBTIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,134 shares; 2025Q1: 12,560 shares; 2025Q2: 14,856 shares; 2025Q3: 22,593 shares; 2025Q4: 27,477 shares; 2026Q1: 32,064 shares; 2026Q2: 32,364 shares 32,364$717K0.01%+300Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823 shares; 2024Q4: 815 shares; 2025Q1: 821 shares; 2025Q2: 814 shares; 2025Q3: 1,090 shares; 2025Q4: 1,003 shares; 2026Q1: 2,312 shares; 2026Q2: 2,440 shares 2,440$715K0.01%+128Timeline
DDFNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,190 shares; 2026Q1: 36,502 shares; 2026Q2: 35,452 shares 35,452$712K0.01%-1,050Timeline
QMFEFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,394 shares; 2025Q2: 28,894 shares; 2025Q3: 28,894 shares; 2025Q4: 28,294 shares; 2026Q1: 29,282 shares; 2026Q2: 29,282 shares 29,282$711K0.01%0Timeline
DDFSINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,063 shares; 2025Q4: 49,218 shares; 2026Q1: 32,322 shares; 2026Q2: 32,322 shares 32,322$710K0.01%0Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: 1,418 shares; 2025Q1: 918 shares; 2025Q2: 1,220 shares; 2025Q3: 1,216 shares; 2025Q4: 1,730 shares; 2026Q1: 20,023 shares; 2026Q2: 12,673 shares 12,673$710K0.01%-7,350Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,563 shares; 2024Q4: 1,838 shares; 2025Q1: 1,833 shares; 2025Q2: 1,809 shares; 2025Q3: 2,079 shares; 2025Q4: 2,287 shares; 2026Q1: 6,781 shares; 2026Q2: 6,584 shares 6,584$710K0.01%-197Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,322 shares; 2024Q4: 3,282 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,282 shares; 2026Q1: 3,445 shares; 2026Q2: 5,481 shares 5,481$702K0.01%+2,036Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 438 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 1,799 shares; 2026Q1: 7,103 shares; 2026Q2: 7,077 shares 7,077$701K0.01%-26Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,163 shares; 2024Q4: 9,642 shares; 2025Q1: 10,359 shares; 2025Q2: 13,267 shares; 2025Q3: 13,179 shares; 2025Q4: 29,834 shares; 2026Q1: 15,116 shares; 2026Q2: 12,351 shares 12,351$694K0.01%-2,765Timeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,090 shares; 2024Q4: 42,227 shares; 2025Q1: 35,331 shares; 2025Q2: 58,653 shares; 2025Q3: 56,131 shares; 2025Q4: 20,242 shares; 2026Q1: 23,568 shares; 2026Q2: 22,825 shares 22,825$693K0.01%-743Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,397 shares; 2024Q4: 36,493 shares; 2025Q1: 33,934 shares; 2025Q2: 26,243 shares; 2025Q3: 25,153 shares; 2025Q4: 23,265 shares; 2026Q1: 29,731 shares; 2026Q2: 29,807 shares 29,807$691K0.01%+76Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,345 shares; 2025Q1: 1,391 shares; 2025Q2: 1,680 shares; 2025Q3: 2,548 shares; 2025Q4: 2,545 shares; 2026Q1: 4,325 shares; 2026Q2: 4,073 shares 4,073$691K0.01%-252Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,661 shares; 2024Q4: 4,548 shares; 2025Q1: 4,703 shares; 2025Q2: 4,725 shares; 2025Q3: 2,944 shares; 2025Q4: 2,780 shares; 2026Q1: 29,214 shares; 2026Q2: 29,051 shares 29,051$691K0.01%-163Timeline
UPROPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 4,861 shares; 2026Q2: 4,861 shares 4,861$689K0.01%0Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,587 shares; 2024Q4: 2,599 shares; 2025Q1: 2,599 shares; 2025Q2: 2,599 shares; 2025Q3: 2,474 shares; 2025Q4: 3,409 shares; 2026Q1: 6,498 shares; 2026Q2: 3,314 shares 3,314$686K0.01%-3,184Timeline
ARKBARK 21SHARES BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,476 shares; 2026Q2: 35,233 shares 35,233$686K0.01%-1,243Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 1,879 shares; 2025Q1: 1,797 shares; 2025Q2: 1,792 shares; 2025Q3: 1,855 shares; 2025Q4: 2,010 shares; 2026Q1: 7,842 shares; 2026Q2: 7,804 shares 7,804$684K0.01%-38Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 35 shares; 2025Q1: 27 shares; 2025Q2: 62 shares; 2025Q3: 66 shares; 2025Q4: 126 shares; 2026Q1: 3,188 shares; 2026Q2: 5,746 shares 5,746$679K0.01%+2,558Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,003 shares; 2024Q4: 23,719 shares; 2025Q1: 23,469 shares; 2025Q2: 23,658 shares; 2025Q3: 23,466 shares; 2025Q4: 23,475 shares; 2026Q1: 23,482 shares; 2026Q2: 23,475 shares 23,475$678K0.01%-7Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,534 shares; 2024Q4: 74,762 shares; 2025Q1: 72,986 shares; 2025Q2: 72,964 shares; 2025Q3: 73,174 shares; 2025Q4: 71,126 shares; 2026Q1: 102,872 shares; 2026Q2: 104,809 shares 104,809$678K0.01%+1,937Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,698 shares; 2024Q4: 2,701 shares; 2025Q1: 2,695 shares; 2025Q2: 2,722 shares; 2025Q3: 2,723 shares; 2025Q4: 2,351 shares; 2026Q1: 7,170 shares; 2026Q2: 7,144 shares 7,144$678K0.01%-26Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743 shares; 2024Q4: 758 shares; 2025Q1: 937 shares; 2025Q2: 1,951 shares; 2025Q3: 1,211 shares; 2025Q4: 1,329 shares; 2026Q1: 2,760 shares; 2026Q2: 2,376 shares 2,376$672K0.01%-384Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,587 shares; 2024Q4: 15,837 shares; 2025Q1: 6,102 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 1,652 shares; 2026Q1: 1,657 shares; 2026Q2: 6,798 shares 6,798$670K0.01%+5,141Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,298 shares; 2024Q4: 9,198 shares; 2025Q1: 8,939 shares; 2025Q2: 9,006 shares; 2025Q3: 8,963 shares; 2025Q4: 9,266 shares; 2026Q1: 8,867 shares; 2026Q2: 8,867 shares 8,867$667K0.01%0Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,042 shares; 2024Q4: 7,123 shares; 2025Q1: 6,710 shares; 2025Q2: 6,578 shares; 2025Q3: 6,406 shares; 2025Q4: 5,325 shares; 2026Q1: 9,106 shares; 2026Q2: 9,064 shares 9,064$665K0.01%-42Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,468 shares; 2026Q1: 8,859 shares; 2026Q2: 7,480 shares 7,480$663K0.01%-1,379Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,737 shares; 2024Q4: 14,520 shares; 2025Q1: 10,145 shares; 2025Q2: 10,628 shares; 2025Q3: 11,052 shares; 2025Q4: 9,360 shares; 2026Q1: 13,818 shares; 2026Q2: 15,607 shares 15,607$662K0.01%+1,789Timeline
FEPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,707 shares; 2024Q4: 5,848 shares; 2025Q1: 5,494 shares; 2025Q2: 6,193 shares; 2025Q3: 31,389 shares; 2025Q4: 31,088 shares; 2026Q1: 9,305 shares; 2026Q2: 11,601 shares 11,601$662K0.01%+2,296Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,069 shares; 2025Q4: 11,015 shares; 2026Q1: 13,109 shares; 2026Q2: 14,832 shares 14,832$662K0.01%+1,723Timeline
TBLLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 8,131 shares; 2026Q2: 6,251 shares 6,251$660K0.01%-1,880Timeline
EDOWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,581 shares; 2024Q4: 10,181 shares; 2025Q1: 9,931 shares; 2025Q2: 9,931 shares; 2025Q3: 8,181 shares; 2025Q4: 12,648 shares; 2026Q1: 14,955 shares; 2026Q2: 14,955 shares 14,955$659K0.01%0Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,190 shares; 2025Q1: 2,500 shares; 2025Q2: 2,485 shares; 2025Q3: 2,566 shares; 2025Q4: 4,545 shares; 2026Q1: 9,629 shares; 2026Q2: 9,799 shares 9,799$659K0.01%+170Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,774 shares; 2024Q4: 5,304 shares; 2025Q1: 16,135 shares; 2025Q2: 20,535 shares; 2025Q3: 24,009 shares; 2025Q4: 19,631 shares; 2026Q1: 15,335 shares; 2026Q2: 16,334 shares 16,334$657K0.01%+999Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 501 shares; 2025Q2: 792 shares; 2025Q3: 907 shares; 2025Q4: 908 shares; 2026Q1: 9,453 shares; 2026Q2: 9,587 shares 9,587$657K0.01%+134Timeline
GGOVBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,049 shares 13,049$656K0.01%newTimeline
CGOCALAMOS GLOBAL TOTAL RETURNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,392 shares; 2024Q4: 54,392 shares; 2025Q1: 56,041 shares; 2025Q2: 52,714 shares; 2025Q3: 52,409 shares; 2025Q4: 49,700 shares; 2026Q1: 48,020 shares; 2026Q2: 48,020 shares 48,020$656K0.01%0Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,196 shares; 2024Q4: 2,809 shares; 2025Q1: 3,880 shares; 2025Q2: 3,101 shares; 2025Q3: 3,119 shares; 2025Q4: 3,100 shares; 2026Q1: 9,184 shares; 2026Q2: 7,985 shares 7,985$656K0.01%-1,199Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604 shares; 2024Q4: 618 shares; 2025Q1: 631 shares; 2025Q2: 638 shares; 2025Q3: 633 shares; 2025Q4: 534 shares; 2026Q1: 523 shares; 2026Q2: 3,284 shares 3,284$656K0.01%+2,761Timeline
PNQIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,596 shares; 2025Q3: 13,460 shares; 2025Q4: 14,587 shares; 2026Q1: 14,516 shares; 2026Q2: 14,330 shares 14,330$653K0.01%-186Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,664 shares; 2024Q4: 1,285 shares; 2025Q1: 1,264 shares; 2025Q2: 2,646 shares; 2025Q3: 3,130 shares; 2025Q4: 1,611 shares; 2026Q1: 6,240 shares; 2026Q2: 6,376 shares 6,376$651K0.01%+136Timeline
CGSMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,902 shares; 2025Q1: 16,831 shares; 2025Q2: 16,831 shares; 2025Q3: 17,787 shares; 2025Q4: 17,794 shares; 2026Q1: 21,153 shares; 2026Q2: 24,623 shares 24,623$650K0.01%+3,470Timeline
AUGTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,730 shares; 2024Q4: 28,467 shares; 2025Q1: 22,868 shares; 2025Q2: 17,252 shares; 2025Q3: 22,890 shares; 2025Q4: 20,847 shares; 2026Q1: 18,334 shares; 2026Q2: 17,036 shares 17,036$648K0.01%-1,298Timeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 129,596 shares; 2025Q1: 135,865 shares; 2025Q2: 136,165 shares; 2025Q3: 136,514 shares; 2025Q4: 137,311 shares; 2026Q1: 177,295 shares; 2026Q2: 176,093 shares 176,093$646K0.01%-1,202Timeline
EBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,117 shares; 2024Q4: 4,985 shares; 2025Q1: 6,024 shares; 2025Q2: 13,465 shares; 2025Q3: 14,305 shares; 2025Q4: 15,384 shares; 2026Q1: 21,028 shares; 2026Q2: 20,231 shares 20,231$644K0.01%-797Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 178. All 178

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP131,293$22.3Mshares
HONHONEYWELL INTL INC27,771$6.28Mshares
BANK FIRST CORPORATION COMBANK FIRST CORPORATION COM17,049$2.3Mshares
FLBRFRANKLIN TEMPLETON ETF TR34,584$826Kshares
DDDUPONT DE NEMOURS INC17,543$803Kshares
CPNSCALAMOS ETF TR19,012$517Kshares
CTRACOTERRA ENERGY INC11,273$396Kshares
MMUWESTERN ASSET MANAGED MUNS F14,959$154Kshares
TDECFIRST TR EXCHNG TRADED FD VI3,569$86.9Kshares
AVSFAMERICAN CENTY ETF TR1,649$77.2Kshares
CPSACALAMOS ETF TR2,063$55.5Kshares
HOLXHOLOGIC INC724$54.8Kshares
CXSEWISDOMTREE TR1,309$49.5Kshares
PMOCPGIM ROCK ETF TR1,928$48.6Kshares
WDEFWISDOMTREE TR1,554$48.1Kshares
CUKCARNIVAL PLC1,813$46.7Kshares
SCECCAPITOL SER TR1,759$44.1Kshares
BUFBINNOVATOR ETFS TRUST1,217$43.7Kshares
PBOCPGIM ROCK ETF TR1,495$43Kshares
XUSPINNOVATOR ETFS TRUST933$41.2Kshares
AGOXSTARBOARD INVT TR1,500$39.9Kshares
AUMITHEMES ETF TR369$35.7Kshares
PMAUPGIM ROCK ETF TR1,197$30.7Kshares
PMSEPGIM ROCK ETF TR1,200$30.6Kshares
RMTIROCKWELL MED INC33,674$30.1Kshares
RIGSALPS ETF TR1,189$27.2Kshares
GLDICREDIT SUISSE NASSAU BRANC150$24.9Kshares
MFSVMFS ACTIVE EXCHANGE TRADED F875$23.4Kshares
MFSGMFS ACTIVE EXCHANGE TRADED F907$23.2Kshares
NESRNATIONAL ENERGY SERVICES REU1,035$22.2Kshares
MFSBMFS ACTIVE EXCHANGE TRADED F854$21.3Kshares
OILKPROSHARES TR370$20Kshares
BSYBENTLEY SYS INC564$19.8Kshares
CHEESECAKE FACTORY INCCHEESECAKE FACTORY INC20,000$19.8Kshares
UGPULTRAPAR PARTICIPACOES SA2,886$15.9Kshares
EALTINNOVATOR ETFS TRUST467$15.7Kshares
DANDANA INC460$15.5Kshares
ENLVENLIVEX LTD16,000$14.9Kshares
TIGOMILLICOM INTL CELLULAR S A196$14.7Kshares
BITFBITFARMS LTD7,071$13.8Kshares
BDNBRANDYWINE RLTY TR5,035$13.6Kshares
CBXOCALAMOS ETF TR609$13.5Kshares
ASCIABRDN FDS379$12.6Kshares
LKFNLAKELAND FINL CORP217$12.5Kshares
HRIHERC HLDGS INC118$11.7Kshares
JUSTGOLDMAN SACHS ETF TR123$11.4Kshares
MFSIMFS ACTIVE EXCHANGE TRADED F352$10.5Kshares
CHHCHOICE HOTELS INTL INC100$10.3Kshares
GTESGATES INDL CORP PLC428$9.68Kshares
DDTOINNOVATOR ETFS TRUST431$9.14Kshares
MIRMIRION TECHNOLOGIES INC486$9.05Kshares
AGOASSURED GUARANTY LTD105$8.6Kshares
BGIGETF SER SOLUTIONS258$8.58Kshares
HAFNIA LTD SHSHAFNIA LTD SHS1,075$8.17Kshares
SONOSONOS INC600$8.04Kshares
UCOPROSHARES TR II200$7.86Kshares
CWENACLEARWAY ENERGY INC200$7.85Kshares
BFORALPS ETF TR90$7.47Kshares
QUCYQUANTUM CYBER NV15,730$7.45Kshares
SASEABRIDGE GOLD INC260$7.37Kshares
ALAIR LEASE CORP113$7.34Kshares
XCMUXMFS HIGH YIELD MUN TR2,024$7.25Kshares
CBONVANECK ETF TRUST300$7Kshares
INFYINFOSYS LTD500$6.75Kshares
XBOCINNOVATOR ETFS TRUST198$6.51Kshares
FDNIFIRST TR EXCHANGE-TRADED FD239$6.51Kshares
TRITHOMSON REUTERS CORP71$6.47Kshares
ASNDASCENDIS PHARMA A/S27$6.23Kshares
MASIMASIMO CORP31$5.51Kshares
ARECAMERICAN RES CORP2,084$5.04Kshares
RCKTROCKET PHARMACEUTICALS INC1,315$4.71Kshares
GDENGOLDEN ENTMT INC161$4.32Kshares
NREFNEXPOINT REAL ESTATE FIN INC300$4.04Kshares
ERHALLSPRING UTILITIES AND HIGH333$4.03Kshares
UNITI GROUP INCUNITI GROUP INC408$3.83Kshares
FWRDFORWARD AIR CORP200$3.34Kshares
CPSJCALAMOS ETF TR124$3.33Kshares
CTLPCANTALOUPE INC300$3.24Kshares
VICEADVISORSHARES TR100$3.17Kshares
PSIXPOWER SOLUTIONS INTL INC50$3.04Kshares
ANIKANIKA THERAPEUTICS INC200$2.9Kshares
IVESWEDBUSH SER TR100$2.84Kshares
GCBCGREENE CNTY BANCORP INC126$2.82Kshares
HHHHOWARD HUGHES HOLDINGS INC43$2.75Kshares
APLSAPELLIS PHARMACEUTICALS INC67$2.72Kshares
KIESPDR SERIES TRUST49$2.69Kshares
ODDODDITY TECH LTD200$2.68Kshares
UPWHEELS UP EXPERIENCE INC5,152$2.66Kshares
STKLSUNOPTA INC400$2.59Kshares
NNDMNANO DIMENSION LTD1,500$2.55Kshares
SLNOSOLENO THERAPEUTICS INC74$2.48Kshares
SPHRSPHERE ENTERTAINMENT CO21$2.46Kshares
RPVINVESCO EXCHANGE TRADED FD T22$2.36Kshares
UROYURANIUM RTY CORP630$2.3Kshares
GNMAISHARES TR50$2.22Kshares
GFFGRIFFON CORP28$2.04Kshares
PRAPROASSURANCE CORP76$1.89Kshares
THDISHARES INC27$1.87Kshares
OMFSINVESCO EXCH TRD SLF IDX FD39$1.76Kshares
PACGRUPO AEROPORTUNARIO DEL PAC7$1.73Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000810121-26-000005 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000810121-26-000005 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0000810121-26-000004 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000810121-26-000002 Quarter ended 2025-12-312026-02-09acceptance time not in the bulk data set
13F-HR 0000810121-25-000005 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0000810121-25-000004 Quarter ended 2025-06-302025-07-28acceptance time not in the bulk data set
13F-HR 0000810121-25-000002 Quarter ended 2025-03-312025-05-08acceptance time not in the bulk data set
13F-HR 0000810121-25-000001 Quarter ended 2024-12-312025-02-10acceptance time not in the bulk data set
13F-HR 0000810121-24-000004 Quarter ended 2024-09-302024-11-04acceptance time not in the bulk data set
13F-HR 0000810121-24-000003 Quarter ended 2024-06-302024-07-26acceptance time not in the bulk data set
13F-HR 0000810121-24-000002 Quarter ended 2024-03-312024-07-22acceptance time not in the bulk data set
13F-HR 0000810121-24-000001 Quarter ended 2023-12-312024-02-16acceptance time not in the bulk data set
13F-HR 0000810121-23-000006 Quarter ended 2023-09-302023-11-15acceptance time not in the bulk data set
13F-HR 0000810121-23-000003 Quarter ended 2023-06-302023-08-15acceptance time not in the bulk data set
13F-HR 0000810121-23-000002 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000810121-23-000001 Quarter ended 2022-12-312023-02-16acceptance time not in the bulk data set
13F-HR 0000810121-22-000004 Quarter ended 2022-09-302022-11-15acceptance time not in the bulk data set
13F-HR 0000810121-22-000003 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0000810121-22-000001 Quarter ended 2021-12-312022-02-16acceptance time not in the bulk data set
13F-HR 0000810121-21-000008 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR/A 0000810121-21-000007 Quarter ended 2021-03-312021-08-17acceptance time not in the bulk data set
13F-HR 0000810121-21-000006 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0000810121-21-000003 Quarter ended 2021-03-312021-05-12acceptance time not in the bulk data set