IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191,048 shares; 2025Q1: 194,633 shares; 2025Q2: 270,469 shares; 2025Q3: 283,481 shares; 2025Q4: 301,140 shares; 2026Q1: 297,275 shares; 2026Q2: 362,101 shares; 2026Q3: 346,875 shares 346,875 $266M 14.57% -15,226 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 273,841 shares; 2025Q1: 278,262 shares; 2025Q2: 352,471 shares; 2025Q3: 364,252 shares; 2025Q4: 358,134 shares; 2026Q1: 350,301 shares; 2026Q2: 349,207 shares; 2026Q3: 360,134 shares 360,134 $135M 7.39% +10,927 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 313,224 shares; 2025Q1: 348,087 shares; 2025Q2: 562,292 shares; 2025Q3: 687,330 shares; 2025Q4: 803,738 shares; 2026Q1: 623,399 shares; 2026Q2: 910,801 shares; 2026Q3: 1,067,803 shares 1,067,803 $86.7M 4.75% +157,002 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,152 shares; 2025Q1: 56,552 shares; 2025Q2: 55,910 shares; 2025Q3: 179,280 shares; 2025Q4: 200,732 shares; 2026Q1: 201,891 shares; 2026Q2: 105,140 shares; 2026Q3: 1,659,822 shares 1,659,822 $73.2M 4.01% +1,554,682 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,436,481 shares 1,436,481 $73M 4% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 199,076 shares; 2025Q1: 441,262 shares; 2025Q2: 608,702 shares; 2025Q3: 616,117 shares; 2025Q4: 593,575 shares; 2026Q1: 586,662 shares; 2026Q2: 596,957 shares; 2026Q3: 621,133 shares 621,133 $65.7M 3.61% +24,176 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,378 shares; 2025Q1: 57,770 shares; 2025Q2: 80,828 shares; 2025Q3: 84,050 shares; 2025Q4: 107,380 shares; 2026Q1: 105,267 shares; 2026Q2: 109,655 shares; 2026Q3: 114,977 shares 114,977 $58.5M 3.21% +5,322 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195,808 shares; 2025Q1: 201,046 shares; 2025Q2: 170,050 shares; 2025Q3: 163,361 shares; 2025Q4: 76,479 shares; 2026Q1: 79,652 shares; 2026Q2: 311,697 shares; 2026Q3: 429,104 shares 429,104 $42.5M 2.33% +117,407 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 313,743 shares; 2025Q1: 408,548 shares; 2025Q2: 444,834 shares; 2025Q3: 463,118 shares; 2025Q4: 456,310 shares; 2026Q1: 415,923 shares; 2026Q2: 404,874 shares; 2026Q3: 426,238 shares 426,238 $41.3M 2.26% +21,364 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 252,781 shares; 2025Q1: 249,008 shares; 2025Q2: 249,563 shares; 2025Q3: 236,380 shares; 2025Q4: 220,809 shares; 2026Q1: 614,830 shares; 2026Q2: 555,714 shares; 2026Q3: 572,440 shares 572,440 $40M 2.2% +16,726 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,687 shares; 2025Q1: 38,006 shares; 2025Q2: 204,097 shares; 2025Q3: 203,807 shares; 2025Q4: 204,621 shares; 2026Q1: 204,621 shares; 2026Q2: 204,621 shares; 2026Q3: 204,169 shares 204,169 $38.8M 2.13% -452 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,205,215 shares; 2025Q1: 1,276,451 shares; 2025Q2: 1,318,734 shares; 2025Q3: 1,475,916 shares; 2025Q4: 1,644,012 shares; 2026Q1: 1,667,429 shares; 2026Q2: 1,741,058 shares; 2026Q3: 1,583,779 shares 1,583,779 $34.6M 1.9% -157,279 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 124,292 shares; 2026Q3: 79,995 shares 79,995 $34.5M 1.89% -44,297 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 229,207 shares; 2025Q1: 226,817 shares; 2025Q2: 167,333 shares; 2025Q3: 156,115 shares; 2025Q4: 153,283 shares; 2026Q1: 147,113 shares; 2026Q2: 138,429 shares; 2026Q3: 139,917 shares 139,917 $31.1M 1.71% +1,488 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712,000 shares; 2025Q4: 1,203,191 shares; 2026Q1: 2,435,620 shares; 2026Q2: 584,557 shares; 2026Q3: 644,677 shares 644,677 $26.7M 1.46% +60,120 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,177 shares; 2025Q1: 9,188 shares; 2025Q2: 10,498 shares; 2025Q3: 10,645 shares; 2025Q4: 9,694 shares; 2026Q1: 34,630 shares; 2026Q2: 107,213 shares; 2026Q3: 107,994 shares 107,994 $24.7M 1.35% +781 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,507 shares; 2025Q1: 9,417 shares; 2025Q2: 8,149 shares; 2025Q3: 8,295 shares; 2025Q4: 7,324 shares; 2026Q1: 23,314 shares; 2026Q2: 66,240 shares; 2026Q3: 73,818 shares 73,818 $24.6M 1.35% +7,578 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300,105 shares; 2025Q1: 210,530 shares; 2025Q2: 316,836 shares; 2025Q3: 302,240 shares; 2025Q4: 137,013 shares; 2026Q1: 124,852 shares; 2026Q2: 103,491 shares; 2026Q3: 116,413 shares 116,413 $24.2M 1.33% +12,922 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175,101 shares; 2025Q1: 173,321 shares; 2025Q2: 180,368 shares; 2025Q3: 177,134 shares; 2025Q4: 204,779 shares; 2026Q1: 141,043 shares; 2026Q2: 137,213 shares; 2026Q3: 132,191 shares 132,191 $22M 1.21% -5,022 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,352 shares; 2025Q1: 5,448 shares; 2025Q2: 5,796 shares; 2025Q3: 6,041 shares; 2025Q4: 5,661 shares; 2026Q1: 13,571 shares; 2026Q2: 35,800 shares; 2026Q3: 39,477 shares 39,477 $20.2M 1.11% +3,677 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461,922 shares; 2025Q3: 436,869 shares; 2025Q4: 433,408 shares; 2026Q1: 429,926 shares; 2026Q2: 436,199 shares; 2026Q3: 444,908 shares 444,908 $20.1M 1.1% +8,709 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 372,699 shares; 2025Q3: 360,413 shares; 2025Q4: 476,199 shares; 2026Q1: 473,873 shares; 2026Q2: 474,716 shares; 2026Q3: 483,627 shares 483,627 $19.3M 1.06% +8,911 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 214,269 shares; 2025Q1: 209,682 shares; 2025Q2: 212,570 shares; 2025Q3: 198,429 shares; 2025Q4: 186,294 shares; 2026Q1: 186,058 shares; 2026Q2: 191,164 shares; 2026Q3: 195,417 shares 195,417 $19M 1.04% +4,253 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 406,580 shares; 2025Q1: 435,570 shares; 2025Q2: 453,087 shares; 2025Q3: 490,043 shares; 2025Q4: 531,187 shares; 2026Q1: 528,378 shares; 2026Q2: 559,940 shares; 2026Q3: 384,997 shares 384,997 $18.7M 1.02% -174,943 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 201,934 shares; 2025Q1: 199,030 shares; 2025Q2: 230,609 shares; 2025Q3: 222,520 shares; 2025Q4: 185,891 shares; 2026Q1: 183,394 shares; 2026Q2: 187,487 shares; 2026Q3: 191,403 shares 191,403 $18M 0.99% +3,916 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 244,989 shares; 2025Q1: 208,319 shares; 2025Q2: 137,048 shares; 2025Q3: 131,511 shares; 2025Q4: 131,027 shares; 2026Q1: 129,139 shares; 2026Q2: 127,339 shares; 2026Q3: 131,449 shares 131,449 $17.9M 0.98% +4,110 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,605 shares; 2025Q1: 14,620 shares; 2025Q2: 15,236 shares; 2025Q3: 16,902 shares; 2025Q4: 11,715 shares; 2026Q1: 17,288 shares; 2026Q2: 34,698 shares; 2026Q3: 48,240 shares 48,240 $16.6M 0.91% +13,542 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,331 shares; 2025Q1: 11,526 shares; 2025Q2: 352,895 shares; 2025Q3: 264,834 shares; 2025Q4: 412,164 shares; 2026Q1: 368,331 shares; 2026Q2: 309,474 shares; 2026Q3: 326,698 shares 326,698 $14M 0.77% +17,224 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,561 shares; 2025Q1: 72,033 shares; 2025Q2: 114,518 shares; 2025Q3: 114,600 shares; 2025Q4: 160,539 shares; 2026Q1: 125,230 shares; 2026Q2: 127,185 shares; 2026Q3: 129,870 shares 129,870 $13.9M 0.76% +2,685 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,827 shares; 2026Q3: 12,840 shares 12,840 $13.7M 0.75% +13 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,491 shares; 2025Q1: 104,101 shares; 2025Q2: 59,956 shares; 2025Q3: 63,181 shares; 2025Q4: 344,720 shares; 2026Q1: 337,194 shares; 2026Q2: 326,954 shares; 2026Q3: 327,469 shares 327,469 $13.6M 0.75% +515 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173,195 shares; 2025Q1: 168,557 shares; 2025Q2: 168,642 shares; 2025Q3: 158,635 shares; 2025Q4: 157,567 shares; 2026Q1: 156,144 shares; 2026Q2: 153,051 shares; 2026Q3: 156,395 shares 156,395 $13.4M 0.74% +3,344 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 269,354 shares; 2026Q3: 305,464 shares 305,464 $13.1M 0.72% +36,110 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280,999 shares; 2025Q1: 276,886 shares; 2025Q2: 332,189 shares; 2025Q3: 320,741 shares; 2025Q4: 320,621 shares; 2026Q1: 315,309 shares; 2026Q2: 298,391 shares; 2026Q3: 298,921 shares 298,921 $12.9M 0.71% +530 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,853 shares; 2025Q1: 5,983 shares; 2025Q2: 6,698 shares; 2025Q3: 6,930 shares; 2025Q4: 6,510 shares; 2026Q1: 17,004 shares; 2026Q2: 49,512 shares; 2026Q3: 51,431 shares 51,431 $12.8M 0.7% +1,919 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 407,139 shares; 2026Q3: 201,338 shares 201,338 $12.8M 0.7% -205,801 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130,964 shares; 2025Q1: 131,841 shares; 2025Q2: 82,599 shares; 2025Q3: 80,283 shares; 2025Q4: 83,437 shares; 2026Q1: 92,444 shares; 2026Q2: 90,654 shares; 2026Q3: 91,861 shares 91,861 $12.6M 0.69% +1,207 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 276,957 shares 276,957 $12.5M 0.68% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,582 shares; 2026Q2: 22,229 shares; 2026Q3: 36,229 shares 36,229 $12.3M 0.68% +14,000 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201,407 shares; 2026Q3: 200,996 shares 200,996 $12.1M 0.67% -411 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148,368 shares; 2025Q1: 163,087 shares; 2025Q2: 172,210 shares; 2025Q3: 191,520 shares; 2025Q4: 216,473 shares; 2026Q1: 218,380 shares; 2026Q2: 236,638 shares; 2026Q3: 255,804 shares 255,804 $11.2M 0.61% +19,166 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,058 shares; 2026Q3: 18,199 shares 18,199 $11.1M 0.61% +141 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 149,576 shares; 2025Q1: 169,272 shares; 2025Q2: 178,049 shares; 2025Q3: 195,037 shares; 2025Q4: 215,805 shares; 2026Q1: 223,886 shares; 2026Q2: 239,985 shares; 2026Q3: 262,543 shares 262,543 $11.1M 0.61% +22,558 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,316 shares; 2025Q1: 15,425 shares; 2025Q2: 12,769 shares; 2025Q3: 12,819 shares; 2025Q4: 15,761 shares; 2026Q1: 14,883 shares; 2026Q2: 82,271 shares; 2026Q3: 88,487 shares 88,487 $11.1M 0.61% +6,216 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180 shares; 2025Q1: not reported; 2025Q2: 66,928 shares; 2025Q3: 144,185 shares; 2025Q4: 163,535 shares; 2026Q1: 160,004 shares; 2026Q2: 174,713 shares; 2026Q3: 112,316 shares 112,316 $10.1M 0.55% -62,397 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,126 shares; 2025Q3: 93,978 shares; 2025Q4: 98,386 shares; 2026Q1: 98,201 shares; 2026Q2: 130,556 shares; 2026Q3: 120,663 shares 120,663 $8.36M 0.46% -9,893 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130,626 shares; 2025Q1: 107,710 shares; 2025Q2: 114,431 shares; 2025Q3: 128,366 shares; 2025Q4: 140,079 shares; 2026Q1: 140,950 shares; 2026Q2: 165,932 shares; 2026Q3: 181,339 shares 181,339 $8.16M 0.45% +15,407 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 199,991 shares; 2025Q1: 197,213 shares; 2025Q2: 197,799 shares; 2025Q3: 187,302 shares; 2025Q4: 184,096 shares; 2026Q1: 181,011 shares; 2026Q2: 178,110 shares; 2026Q3: 181,661 shares 181,661 $7.68M 0.42% +3,551 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,922 shares; 2025Q1: 140,545 shares; 2025Q2: 140,911 shares; 2025Q3: 187,413 shares; 2025Q4: 205,538 shares; 2026Q1: 166,943 shares; 2026Q2: 186,679 shares; 2026Q3: 145,918 shares 145,918 $7.48M 0.41% -40,761 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 510 shares; 2026Q1: 5,200 shares; 2026Q2: 20,564 shares; 2026Q3: 20,950 shares 20,950 $7.43M 0.41% +386 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 218,793 shares; 2025Q1: 215,598 shares; 2025Q2: 219,598 shares; 2025Q3: 214,758 shares; 2025Q4: 212,832 shares; 2026Q1: 209,854 shares; 2026Q2: 212,517 shares; 2026Q3: 217,253 shares 217,253 $7.43M 0.41% +4,736 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309,490 shares; 2025Q1: 305,109 shares; 2025Q2: 306,429 shares; 2025Q3: 289,756 shares; 2025Q4: 283,063 shares; 2026Q1: 277,468 shares; 2026Q2: 275,182 shares; 2026Q3: 281,941 shares 281,941 $7.39M 0.41% +6,759 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,051 shares; 2026Q3: 47,129 shares 47,129 $7.11M 0.39% +25,078 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,031 shares; 2025Q1: 12,545 shares; 2025Q2: 25,957 shares; 2025Q3: 20,636 shares; 2025Q4: 22,199 shares; 2026Q1: 24,242 shares; 2026Q2: 25,627 shares; 2026Q3: 27,538 shares 27,538 $6.83M 0.37% +1,911 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,987 shares; 2025Q3: 6,769 shares; 2025Q4: 19,899 shares; 2026Q1: 33,386 shares; 2026Q2: 77,208 shares; 2026Q3: 81,820 shares 81,820 $6.79M 0.37% +4,612 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 66,367 shares 66,367 $6.71M 0.37% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 55,714 shares 55,714 $6.7M 0.37% new Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,449 shares; 2025Q1: 209,065 shares; 2025Q2: 233,877 shares; 2025Q3: 235,496 shares; 2025Q4: 235,889 shares; 2026Q1: 235,930 shares; 2026Q2: 229,503 shares; 2026Q3: 232,425 shares 232,425 $6.32M 0.35% +2,922 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,729 shares; 2025Q1: 126,151 shares; 2025Q2: 129,694 shares; 2025Q3: 146,539 shares; 2025Q4: 116,222 shares; 2026Q1: 138,989 shares; 2026Q2: 64,857 shares; 2026Q3: 69,735 shares 69,735 $6.23M 0.34% +4,878 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 241,953 shares; 2025Q1: 256,909 shares; 2025Q2: 264,530 shares; 2025Q3: 267,408 shares; 2025Q4: 285,483 shares; 2026Q1: 428,759 shares; 2026Q2: 447,209 shares; 2026Q3: 316,709 shares 316,709 $6.03M 0.33% -130,500 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,364 shares; 2025Q1: 22,592 shares; 2025Q2: 22,971 shares; 2025Q3: 23,052 shares; 2025Q4: 22,431 shares; 2026Q1: 23,720 shares; 2026Q2: 22,559 shares; 2026Q3: 18,563 shares 18,563 $5.57M 0.31% -3,996 Timeline BULD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 145,380 shares 145,380 $5.25M 0.29% new Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255,230 shares; 2026Q3: 265,598 shares 265,598 $5.2M 0.29% +10,368 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 741 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 106,870 shares 106,870 $5.18M 0.28% new Timeline NODE VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,155 shares; 2025Q4: 126,337 shares; 2026Q1: 130,116 shares; 2026Q2: 129,861 shares; 2026Q3: 129,234 shares 129,234 $5.05M 0.28% -627 Timeline WQTM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,436 shares; 2026Q3: 146,723 shares 146,723 $4.7M 0.26% +287 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 341,039 shares; 2025Q2: 348,052 shares; 2025Q3: 349,100 shares; 2025Q4: 372,775 shares; 2026Q1: 365,551 shares; 2026Q2: 384,111 shares; 2026Q3: 423,305 shares 423,305 $4.63M 0.25% +39,194 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101,133 shares; 2025Q1: 92,430 shares; 2025Q2: 114,515 shares; 2025Q3: 82,306 shares; 2025Q4: 57,417 shares; 2026Q1: 41,601 shares; 2026Q2: 35,829 shares; 2026Q3: 35,913 shares 35,913 $3.62M 0.2% +84 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,720 shares; 2025Q1: 1,721 shares; 2025Q2: 1,846 shares; 2025Q3: 1,923 shares; 2025Q4: 1,889 shares; 2026Q1: 1,889 shares; 2026Q2: 1,901 shares; 2026Q3: 10,047 shares 10,047 $3.61M 0.2% +8,146 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,598 shares; 2025Q3: 109,338 shares; 2025Q4: 51,313 shares; 2026Q1: 65,098 shares; 2026Q2: 46,387 shares; 2026Q3: 45,674 shares 45,674 $3.57M 0.2% -713 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,372 shares; 2025Q1: 23,372 shares; 2025Q2: 23,372 shares; 2025Q3: 23,411 shares; 2025Q4: 24,972 shares; 2026Q1: 23,372 shares; 2026Q2: 23,948 shares; 2026Q3: 24,151 shares 24,151 $3.51M 0.19% +203 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 170,714 shares; 2025Q1: 210,912 shares; 2025Q2: 86,808 shares; 2025Q3: 54,136 shares; 2025Q4: 51,898 shares; 2026Q1: 48,928 shares; 2026Q2: 52,993 shares; 2026Q3: 62,253 shares 62,253 $3.15M 0.17% +9,260 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 326 shares; 2025Q3: 347 shares; 2025Q4: 346 shares; 2026Q1: 344 shares; 2026Q2: 344 shares; 2026Q3: 3,438 shares 3,438 $3.13M 0.17% +3,094 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,000 shares 20,000 $3.04M 0.17% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,700 shares; 2025Q4: 39,700 shares; 2026Q1: 39,700 shares; 2026Q2: 39,700 shares; 2026Q3: 39,700 shares 39,700 $3.01M 0.16% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,167 shares; 2025Q1: 11,604 shares; 2025Q2: 10,401 shares; 2025Q3: 10,693 shares; 2025Q4: 10,774 shares; 2026Q1: 19,731 shares; 2026Q2: 17,216 shares; 2026Q3: 18,227 shares 18,227 $2.93M 0.16% +1,011 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,560 shares; 2025Q1: 31,280 shares; 2025Q2: 32,306 shares; 2025Q3: 32,055 shares; 2025Q4: 33,208 shares; 2026Q1: 13,679 shares; 2026Q2: 12,779 shares; 2026Q3: 12,739 shares 12,739 $2.91M 0.16% -40 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,630 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,613 shares; 2026Q2: 1,614 shares; 2026Q3: 3,718 shares 3,718 $2.84M 0.16% +2,104 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,767 shares; 2025Q1: 24,534 shares; 2025Q2: 24,926 shares; 2025Q3: 25,246 shares; 2025Q4: 25,168 shares; 2026Q1: 27,809 shares; 2026Q2: 27,546 shares; 2026Q3: 28,422 shares 28,422 $2.83M 0.16% +876 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,421 shares; 2025Q1: 44,882 shares; 2025Q2: 45,514 shares; 2025Q3: 45,814 shares; 2025Q4: 45,687 shares; 2026Q1: 30,848 shares; 2026Q2: 30,368 shares; 2026Q3: 34,654 shares 34,654 $2.83M 0.16% +4,286 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,275 shares; 2025Q1: 22,654 shares; 2025Q2: 25,308 shares; 2025Q3: 24,622 shares; 2025Q4: 21,901 shares; 2026Q1: 19,354 shares; 2026Q2: 18,071 shares; 2026Q3: 19,987 shares 19,987 $2.75M 0.15% +1,916 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,654 shares; 2025Q1: 14,229 shares; 2025Q2: 45,190 shares; 2025Q3: 27,801 shares; 2025Q4: 19,574 shares; 2026Q1: 29,850 shares; 2026Q2: 39,273 shares; 2026Q3: 49,876 shares 49,876 $2.48M 0.14% +10,603 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,242 shares; 2025Q1: 22,170 shares; 2025Q2: 26,237 shares; 2025Q3: 22,721 shares; 2025Q4: 22,649 shares; 2026Q1: 22,883 shares; 2026Q2: 45,415 shares; 2026Q3: 45,024 shares 45,024 $2.44M 0.13% -391 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,900 shares 10,900 $2.42M 0.13% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,020 shares 24,020 $2.35M 0.13% new Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,649 shares; 2025Q1: 4,258 shares; 2025Q2: 5,560 shares; 2025Q3: 6,046 shares; 2025Q4: 17,919 shares; 2026Q1: 22,258 shares; 2026Q2: 33,843 shares; 2026Q3: 42,936 shares 42,936 $2.17M 0.12% +9,093 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,735 shares; 2025Q1: 16,735 shares; 2025Q2: 16,842 shares; 2025Q3: 15,389 shares; 2025Q4: 15,318 shares; 2026Q1: 16,903 shares; 2026Q2: 16,989 shares; 2026Q3: 17,196 shares 17,196 $2.15M 0.12% +207 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,061 shares; 2025Q1: 42,925 shares; 2025Q2: 38,463 shares; 2025Q3: 39,076 shares; 2025Q4: 36,710 shares; 2026Q1: 42,663 shares; 2026Q2: 42,983 shares; 2026Q3: 44,627 shares 44,627 $2.14M 0.12% +1,644 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,275 shares; 2025Q1: 11,601 shares; 2025Q2: 23,950 shares; 2025Q3: 24,714 shares; 2025Q4: 23,848 shares; 2026Q1: 24,572 shares; 2026Q2: 22,015 shares; 2026Q3: 22,584 shares 22,584 $2M 0.11% +569 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 42,100 shares 42,100 $1.99M 0.11% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,818 shares; 2025Q1: 61,742 shares; 2025Q2: 4,213 shares; 2025Q3: 13,583 shares; 2025Q4: 11,155 shares; 2026Q1: 13,454 shares; 2026Q2: 14,181 shares; 2026Q3: 7,170 shares 7,170 $1.99M 0.11% -7,011 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 80,227 shares 80,227 $1.88M 0.1% new Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,149 shares; 2025Q3: 17,911 shares; 2025Q4: 32,228 shares; 2026Q1: 14,634 shares; 2026Q2: 29,043 shares; 2026Q3: 36,916 shares 36,916 $1.84M 0.1% +7,873 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,359 shares; 2026Q2: 22,160 shares; 2026Q3: 23,383 shares 23,383 $1.83M 0.1% +1,223 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,348 shares; 2025Q1: 2,708 shares; 2025Q2: 3,185 shares; 2025Q3: 3,369 shares; 2025Q4: 7,538 shares; 2026Q1: 9,804 shares; 2026Q2: 23,975 shares; 2026Q3: 5,139 shares 5,139 $1.8M 0.1% -18,836 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 463 shares; 2025Q3: 466 shares; 2025Q4: 535 shares; 2026Q1: 952 shares; 2026Q2: 947 shares; 2026Q3: 972 shares 972 $1.76M 0.1% +25 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,306 shares; 2025Q1: 5,781 shares; 2025Q2: 7,627 shares; 2025Q3: 8,499 shares; 2025Q4: 14,802 shares; 2026Q1: 16,820 shares; 2026Q2: 26,689 shares; 2026Q3: 34,775 shares 34,775 $1.75M 0.1% +8,086 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,753 shares 5,753 $1.75M 0.1% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares; 2026Q3: 2,315 shares 2,315 $1.71M 0.09% +65 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,765 shares; 2025Q1: 9,962 shares; 2025Q2: 10,626 shares; 2025Q3: 10,557 shares; 2025Q4: 10,426 shares; 2026Q1: 10,284 shares; 2026Q2: 11,492 shares; 2026Q3: 9,185 shares 9,185 $1.71M 0.09% -2,307 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 908 shares; 2025Q4: 1,560 shares; 2026Q1: 860 shares; 2026Q2: 861 shares; 2026Q3: 3,063 shares 3,063 $1.69M 0.09% +2,202 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 3,734 shares; 2025Q3: 3,075 shares; 2025Q4: 3,079 shares; 2026Q1: 2,022 shares; 2026Q2: 2,025 shares; 2026Q3: 2,066 shares 2,066 $1.68M 0.09% +41 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,021 shares; 2025Q1: 6,021 shares; 2025Q2: 6,049 shares; 2025Q3: 6,124 shares; 2025Q4: 6,049 shares; 2026Q1: 6,097 shares; 2026Q2: 6,141 shares; 2026Q3: 6,172 shares 6,172 $1.58M 0.09% +31 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,450 shares; 2025Q1: 11,328 shares; 2025Q2: 13,594 shares; 2025Q3: 15,387 shares; 2025Q4: 24,100 shares; 2026Q1: 23,356 shares; 2026Q2: 24,728 shares; 2026Q3: 30,978 shares 30,978 $1.54M 0.08% +6,250 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,406 shares; 2025Q1: 15,241 shares; 2025Q2: 15,236 shares; 2025Q3: 15,216 shares; 2025Q4: 14,217 shares; 2026Q1: 13,948 shares; 2026Q2: 13,555 shares; 2026Q3: 13,522 shares 13,522 $1.54M 0.08% -33 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,442 shares 11,442 $1.51M 0.08% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,183 shares; 2025Q1: 2,822 shares; 2025Q2: 2,883 shares; 2025Q3: 2,909 shares; 2025Q4: 3,130 shares; 2026Q1: 3,131 shares; 2026Q2: 3,139 shares; 2026Q3: 3,033 shares 3,033 $1.51M 0.08% -106 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,347 shares; 2025Q1: 27,626 shares; 2025Q2: 27,973 shares; 2025Q3: 28,165 shares; 2025Q4: 28,331 shares; 2026Q1: 26,792 shares; 2026Q2: 26,459 shares; 2026Q3: 29,660 shares 29,660 $1.51M 0.08% +3,201 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,516 shares; 2026Q2: 19,239 shares; 2026Q3: 19,502 shares 19,502 $1.48M 0.08% +263 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,076 shares 5,076 $1.44M 0.08% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,633 shares; 2025Q1: 27,503 shares; 2025Q2: 26,179 shares; 2025Q3: 24,730 shares; 2025Q4: 20,273 shares; 2026Q1: 18,199 shares; 2026Q2: 18,178 shares; 2026Q3: 19,807 shares 19,807 $1.43M 0.08% +1,629 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,868 shares; 2025Q1: 8,982 shares; 2025Q2: 12,677 shares; 2025Q3: 12,760 shares; 2025Q4: 12,659 shares; 2026Q1: 12,612 shares; 2026Q2: 12,624 shares; 2026Q3: 13,671 shares 13,671 $1.42M 0.08% +1,047 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,444 shares; 2025Q1: 14,388 shares; 2025Q2: 15,582 shares; 2025Q3: 16,453 shares; 2025Q4: 17,532 shares; 2026Q1: 18,295 shares; 2026Q2: 19,345 shares; 2026Q3: 20,081 shares 20,081 $1.42M 0.08% +736 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 28,442 shares 28,442 $1.41M 0.08% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,165 shares; 2025Q1: 1,170 shares; 2025Q2: 3,940 shares; 2025Q3: 2,379 shares; 2025Q4: 2,387 shares; 2026Q1: 2,391 shares; 2026Q2: 3,686 shares; 2026Q3: 4,680 shares 4,680 $1.33M 0.07% +994 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,924 shares; 2025Q1: 5,737 shares; 2025Q2: 6,060 shares; 2025Q3: 5,443 shares; 2025Q4: 5,236 shares; 2026Q1: 3,791 shares; 2026Q2: 3,780 shares; 2026Q3: 4,007 shares 4,007 $1.33M 0.07% +227 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,968 shares; 2025Q1: 5,169 shares; 2025Q2: 6,041 shares; 2025Q3: 10,148 shares; 2025Q4: 12,625 shares; 2026Q1: 17,294 shares; 2026Q2: 19,585 shares; 2026Q3: 17,112 shares 17,112 $1.29M 0.07% -2,473 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,920 shares 11,920 $1.24M 0.07% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,706 shares; 2025Q1: 22,966 shares; 2025Q2: 56,482 shares; 2025Q3: 56,652 shares; 2025Q4: 55,667 shares; 2026Q1: 24,514 shares; 2026Q2: 10,587 shares; 2026Q3: 35,958 shares 35,958 $1.22M 0.07% +25,371 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,076 shares; 2025Q1: 75 shares; 2025Q2: 11,189 shares; 2025Q3: 11,189 shares; 2025Q4: 11,189 shares; 2026Q1: 11,189 shares; 2026Q2: 11,189 shares; 2026Q3: 11,189 shares 11,189 $1.18M 0.06% 0 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,083 shares; 2025Q4: 136,077 shares; 2026Q1: 137,230 shares; 2026Q2: 138,037 shares; 2026Q3: 49,621 shares 49,621 $1.16M 0.06% -88,416 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 629 shares; 2025Q1: 840 shares; 2025Q2: 1,311 shares; 2025Q3: 1,448 shares; 2025Q4: 1,300 shares; 2026Q1: 4,477 shares; 2026Q2: 1,282 shares; 2026Q3: 1,554 shares 1,554 $1.13M 0.06% +272 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,273 shares; 2026Q2: 20,959 shares; 2026Q3: 14,957 shares 14,957 $1.08M 0.06% -6,002 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,809 shares 5,809 $1.07M 0.06% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,921 shares; 2025Q1: 16,282 shares; 2025Q2: 16,276 shares; 2025Q3: 19,075 shares; 2025Q4: 19,910 shares; 2026Q1: 20,736 shares; 2026Q2: 20,015 shares; 2026Q3: 19,695 shares 19,695 $1.05M 0.06% -320 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,245 shares; 2026Q3: 26,365 shares 26,365 $1.04M 0.06% +7,120 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,760 shares; 2025Q1: 11,882 shares; 2025Q2: 12,109 shares; 2025Q3: 12,225 shares; 2025Q4: 12,079 shares; 2026Q1: 11,369 shares; 2026Q2: 11,217 shares; 2026Q3: 11,387 shares 11,387 $1.01M 0.06% +170 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,526 shares; 2025Q1: 9,767 shares; 2025Q2: 2,085 shares; 2025Q3: 2,316 shares; 2025Q4: 5,097 shares; 2026Q1: 20,670 shares; 2026Q2: 5,535 shares; 2026Q3: 2,542 shares 2,542 $907K 0.05% -2,993 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,700 shares; 2026Q2: 44,700 shares; 2026Q3: 34,390 shares 34,390 $907K 0.05% -10,310 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,284 shares; 2025Q1: 2,977 shares; 2025Q2: 25,333 shares; 2025Q3: 25,448 shares; 2025Q4: 29,037 shares; 2026Q1: 10,035 shares; 2026Q2: 11,395 shares; 2026Q3: 10,067 shares 10,067 $901K 0.05% -1,328 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,575 shares; 2025Q1: 2,499 shares; 2025Q2: 2,795 shares; 2025Q3: 2,942 shares; 2025Q4: 3,893 shares; 2026Q1: 2,868 shares; 2026Q2: 2,857 shares; 2026Q3: 3,069 shares 3,069 $813K 0.04% +212 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,834 shares; 2025Q1: 19,028 shares; 2025Q2: 8,516 shares; 2025Q3: 8,489 shares; 2025Q4: 8,335 shares; 2026Q1: 7,795 shares; 2026Q2: 11,932 shares; 2026Q3: 8,480 shares 8,480 $803K 0.04% -3,452 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,200 shares 1,200 $790K 0.04% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,593 shares; 2025Q1: 17,291 shares; 2025Q2: 3,492 shares; 2025Q3: 3,914 shares; 2025Q4: 3,669 shares; 2026Q1: 7,087 shares; 2026Q2: 6,875 shares; 2026Q3: 3,765 shares 3,765 $789K 0.04% -3,110 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,589 shares; 2025Q1: 16,207 shares; 2025Q2: 16,590 shares; 2025Q3: 15,685 shares; 2025Q4: 16,933 shares; 2026Q1: 12,907 shares; 2026Q2: 12,835 shares; 2026Q3: 7,093 shares 7,093 $777K 0.04% -5,742 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares; 2026Q1: 1,860 shares; 2026Q2: 1,860 shares; 2026Q3: 1,860 shares 1,860 $774K 0.04% 0 Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,096 shares 4,096 $754K 0.04% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,623 shares; 2025Q1: 2,622 shares; 2025Q2: 2,816 shares; 2025Q3: 2,882 shares; 2025Q4: 2,959 shares; 2026Q1: 2,950 shares; 2026Q2: 4,338 shares; 2026Q3: 4,553 shares 4,553 $743K 0.04% +215 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,000 shares 11,000 $735K 0.04% new Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,570 shares 25,570 $712K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,050 shares 1,050 $709K 0.04% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,218 shares; 2025Q1: 5,388 shares; 2025Q2: 11,046 shares; 2025Q3: 7,328 shares; 2025Q4: 6,937 shares; 2026Q1: 7,042 shares; 2026Q2: 7,019 shares; 2026Q3: 7,019 shares 7,019 $684K 0.04% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,197 shares; 2025Q1: 1,715 shares; 2025Q2: 7,344 shares; 2025Q3: 7,294 shares; 2025Q4: 7,339 shares; 2026Q1: 7,246 shares; 2026Q2: 7,321 shares; 2026Q3: 7,321 shares 7,321 $667K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 883 shares; 2025Q1: 884 shares; 2025Q2: 925 shares; 2025Q3: 970 shares; 2025Q4: 968 shares; 2026Q1: 967 shares; 2026Q2: 972 shares; 2026Q3: 983 shares 983 $661K 0.04% +11 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,572 shares; 2025Q1: 2,566 shares; 2025Q2: 2,683 shares; 2025Q3: 2,757 shares; 2025Q4: 2,679 shares; 2026Q1: 2,632 shares; 2026Q2: 2,621 shares; 2026Q3: 2,720 shares 2,720 $644K 0.04% +99 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,300 shares; 2026Q2: 12,300 shares; 2026Q3: 18,625 shares 18,625 $639K 0.04% +6,325 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,135 shares; 2025Q1: 2,869 shares; 2025Q2: not reported; 2025Q3: 4,302 shares; 2025Q4: 7,893 shares; 2026Q1: 7,418 shares; 2026Q2: 9,747 shares; 2026Q3: 12,323 shares 12,323 $621K 0.03% +2,576 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 230,040 shares; 2025Q1: 239,760 shares; 2025Q2: 18,371 shares; 2025Q3: 10,051 shares; 2025Q4: 8,939 shares; 2026Q1: 8,939 shares; 2026Q2: 8,939 shares; 2026Q3: 8,939 shares 8,939 $597K 0.03% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,536 shares; 2025Q3: 10,298 shares; 2025Q4: 9,570 shares; 2026Q1: 9,593 shares; 2026Q2: 9,631 shares; 2026Q3: 9,680 shares 9,680 $596K 0.03% +49 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares; 2026Q1: 2,546 shares; 2026Q2: 2,546 shares; 2026Q3: 2,546 shares 2,546 $594K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,563 shares; 2025Q1: 3,562 shares; 2025Q2: 3,852 shares; 2025Q3: 2,096 shares; 2025Q4: 2,079 shares; 2026Q1: 2,071 shares; 2026Q2: 2,067 shares; 2026Q3: 1,462 shares 1,462 $578K 0.03% -605 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,148 shares; 2025Q1: 30,774 shares; 2025Q2: 34,193 shares; 2025Q3: 34,241 shares; 2025Q4: 35,990 shares; 2026Q1: 8,548 shares; 2026Q2: 8,713 shares; 2026Q3: 7,923 shares 7,923 $567K 0.03% -790 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,038 shares; 2025Q1: 23,239 shares; 2025Q2: 23,232 shares; 2025Q3: 23,206 shares; 2025Q4: 19,636 shares; 2026Q1: 19,016 shares; 2026Q2: 16,897 shares; 2026Q3: 16,840 shares 16,840 $563K 0.03% -57 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,648 shares 3,648 $561K 0.03% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,086 shares 7,086 $561K 0.03% new Timeline ITDI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,501 shares; 2025Q1: 4,516 shares; 2025Q2: 5,897 shares; 2025Q3: 6,763 shares; 2025Q4: 8,143 shares; 2026Q1: 9,525 shares; 2026Q2: 11,832 shares; 2026Q3: 13,093 shares 13,093 $556K 0.03% +1,261 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,770 shares; 2025Q1: 27,696 shares; 2025Q2: 27,940 shares; 2025Q3: 28,226 shares; 2025Q4: 27,904 shares; 2026Q1: 5,635 shares; 2026Q2: 5,559 shares; 2026Q3: 10,820 shares 10,820 $552K 0.03% +5,261 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,102 shares; 2025Q1: 3,106 shares; 2025Q2: 3,350 shares; 2025Q3: 3,406 shares; 2025Q4: 3,436 shares; 2026Q1: 3,410 shares; 2026Q2: 3,415 shares; 2026Q3: 3,839 shares 3,839 $547K 0.03% +424 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,854 shares; 2025Q2: 1,940 shares; 2025Q3: 2,061 shares; 2025Q4: 2,060 shares; 2026Q1: 2,063 shares; 2026Q2: 2,050 shares; 2026Q3: 1,257 shares 1,257 $499K 0.03% -793 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,522 shares; 2025Q2: 11,517 shares; 2025Q3: 11,499 shares; 2025Q4: 10,996 shares; 2026Q1: 10,590 shares; 2026Q2: 10,323 shares; 2026Q3: 10,323 shares 10,323 $499K 0.03% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,736 shares; 2025Q2: 12,731 shares; 2025Q3: 12,713 shares; 2025Q4: 12,148 shares; 2026Q1: 11,863 shares; 2026Q2: 10,537 shares; 2026Q3: 10,513 shares 10,513 $496K 0.03% -24 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,649 shares; 2026Q3: 4,568 shares 4,568 $492K 0.03% -81 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,048 shares; 2025Q1: 3,427 shares; 2025Q2: 3,683 shares; 2025Q3: 3,677 shares; 2025Q4: 3,532 shares; 2026Q1: 3,457 shares; 2026Q2: 3,367 shares; 2026Q3: 3,363 shares 3,363 $492K 0.03% -4 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,931 shares 9,931 $486K 0.03% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,925 shares; 2026Q1: 4,768 shares; 2026Q2: 4,907 shares; 2026Q3: 4,320 shares 4,320 $485K 0.03% -587 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,213 shares; 2025Q1: 4,206 shares; 2025Q2: 4,532 shares; 2025Q3: 4,701 shares; 2025Q4: 4,686 shares; 2026Q1: 4,671 shares; 2026Q2: 4,695 shares; 2026Q3: 4,787 shares 4,787 $473K 0.03% +92 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,470 shares 4,470 $464K 0.03% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,117 shares; 2025Q1: 3,632 shares; 2025Q2: 3,648 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,082 shares 8,082 $454K 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,003 shares; 2025Q1: 1,463 shares; 2025Q2: 1,859 shares; 2025Q3: 2,036 shares; 2025Q4: 1,589 shares; 2026Q1: 1,234 shares; 2026Q2: 1,245 shares; 2026Q3: 1,231 shares 1,231 $452K 0.02% -14 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 407 shares; 2025Q1: 408 shares; 2025Q2: 440 shares; 2025Q3: 444 shares; 2025Q4: 429 shares; 2026Q1: 422 shares; 2026Q2: 421 shares; 2026Q3: 426 shares 426 $451K 0.02% +5 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,055 shares; 2025Q3: 2,060 shares; 2025Q4: 2,064 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 876 shares 876 $448K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $426K 0.02% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,152 shares; 2025Q1: 10,531 shares; 2025Q2: 10,721 shares; 2025Q3: 10,700 shares; 2025Q4: 10,340 shares; 2026Q1: 10,021 shares; 2026Q2: 9,769 shares; 2026Q3: 9,769 shares 9,769 $416K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 458 shares; 2025Q1: 512 shares; 2025Q2: 545 shares; 2025Q3: 564 shares; 2025Q4: 5,427 shares; 2026Q1: 5,377 shares; 2026Q2: 5,328 shares; 2026Q3: 5,943 shares 5,943 $414K 0.02% +615 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,436 shares; 2025Q1: not reported; 2025Q2: 5,677 shares; 2025Q3: 5,582 shares; 2025Q4: 5,627 shares; 2026Q1: 5,547 shares; 2026Q2: 5,573 shares; 2026Q3: 5,573 shares 5,573 $413K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,231 shares; 2025Q1: 20,862 shares; 2025Q2: 23,598 shares; 2025Q3: 138,942 shares; 2025Q4: 118,182 shares; 2026Q1: 95,642 shares; 2026Q2: 114,688 shares; 2026Q3: 5,036 shares 5,036 $409K 0.02% -109,652 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,436 shares; 2025Q1: 1,438 shares; 2025Q2: 1,547 shares; 2025Q3: 1,647 shares; 2025Q4: 1,561 shares; 2026Q1: 1,551 shares; 2026Q2: 1,558 shares; 2026Q3: 1,573 shares 1,573 $385K 0.02% +15 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,841 shares; 2025Q2: 6,998 shares; 2025Q3: 8,281 shares; 2025Q4: 7,496 shares; 2026Q1: 6,820 shares; 2026Q2: 1,285 shares; 2026Q3: 1,285 shares 1,285 $379K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,080 shares; 2025Q1: 2,082 shares; 2025Q2: 2,245 shares; 2025Q3: 2,361 shares; 2025Q4: 2,345 shares; 2026Q1: 2,335 shares; 2026Q2: 2,341 shares; 2026Q3: 1,392 shares 1,392 $379K 0.02% -949 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,561 shares; 2025Q3: 11,945 shares; 2025Q4: 12,975 shares; 2026Q1: 14,175 shares; 2026Q2: 17,900 shares; 2026Q3: 18,485 shares 18,485 $373K 0.02% +585 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,331 shares 4,331 $369K 0.02% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,837 shares 2,837 $356K 0.02% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,609 shares; 2026Q3: 2,574 shares 2,574 $356K 0.02% -35 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,736 shares; 2025Q1: 79,867 shares; 2025Q2: 82,764 shares; 2025Q3: 97,702 shares; 2025Q4: 110,933 shares; 2026Q1: 107,557 shares; 2026Q2: 86,049 shares; 2026Q3: 4,535 shares 4,535 $353K 0.02% -81,514 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,178 shares; 2025Q1: 98,088 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,195 shares; 2026Q1: 11,195 shares; 2026Q2: 10,695 shares; 2026Q3: 10,783 shares 10,783 $351K 0.02% +88 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,259 shares; 2025Q1: 3,262 shares; 2025Q2: 3,497 shares; 2025Q3: 3,576 shares; 2025Q4: 6,958 shares; 2026Q1: 3,540 shares; 2026Q2: 3,857 shares; 2026Q3: 4,017 shares 4,017 $347K 0.02% +160 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38,732 shares 38,732 $345K 0.02% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,000 shares 13,000 $336K 0.02% new Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,214 shares 9,214 $335K 0.02% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,979 shares; 2025Q1: 12,979 shares; 2025Q2: 12,979 shares; 2025Q3: 12,979 shares; 2025Q4: 12,979 shares; 2026Q1: 12,979 shares; 2026Q2: 12,979 shares; 2026Q3: 12,979 shares 12,979 $332K 0.02% 0 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $326K 0.02% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,359 shares; 2025Q2: 13,366 shares; 2025Q3: 16,802 shares; 2025Q4: 17,262 shares; 2026Q1: 15,125 shares; 2026Q2: 2,903 shares; 2026Q3: 2,903 shares 2,903 $318K 0.02% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,112 shares; 2025Q1: 4,017 shares; 2025Q2: 4,174 shares; 2025Q3: 4,234 shares; 2025Q4: 2,395 shares; 2026Q1: 2,387 shares; 2026Q2: 2,400 shares; 2026Q3: 2,441 shares 2,441 $316K 0.02% +41 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,047 shares; 2025Q3: 11,047 shares; 2025Q4: 11,361 shares; 2026Q1: 11,361 shares; 2026Q2: 11,429 shares; 2026Q3: 11,429 shares 11,429 $314K 0.02% 0 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,758 shares; 2025Q1: 6,274 shares; 2025Q2: 6,488 shares; 2025Q3: 6,471 shares; 2025Q4: 6,807 shares; 2026Q1: 6,624 shares; 2026Q2: 6,462 shares; 2026Q3: 6,444 shares 6,444 $311K 0.02% -18 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,274 shares; 2026Q2: 7,845 shares; 2026Q3: 12,745 shares 12,745 $311K 0.02% +4,900 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,607 shares; 2026Q3: 7,451 shares 7,451 $309K 0.02% -156 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,330 shares 3,330 $309K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,886 shares 4,886 $300K 0.02% new Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,999 shares; 2025Q1: 15,154 shares; 2025Q2: 15,445 shares; 2025Q3: 15,605 shares; 2025Q4: 15,447 shares; 2026Q1: 8,388 shares; 2026Q2: 5,108 shares; 2026Q3: 5,177 shares 5,177 $289K 0.02% +69 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,031 shares 1,031 $285K 0.02% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,214 shares 2,214 $284K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 1,047 shares; 2026Q1: 1,043 shares; 2026Q2: 996 shares; 2026Q3: 975 shares 975 $283K 0.02% -21 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,223 shares 5,223 $283K 0.02% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,320 shares 5,320 $281K 0.02% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,578 shares; 2025Q1: 3,408 shares; 2025Q2: 3,816 shares; 2025Q3: 3,899 shares; 2025Q4: 3,970 shares; 2026Q1: 1,941 shares; 2026Q2: 2,102 shares; 2026Q3: 2,194 shares 2,194 $278K 0.02% +92 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,190 shares; 2026Q3: 6,174 shares 6,174 $274K 0.02% -2,016 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,657 shares; 2026Q3: 10,824 shares 10,824 $265K 0.01% -3,833 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205,244 shares; 2025Q1: 155,401 shares; 2025Q2: 39,896 shares; 2025Q3: 7,328 shares; 2025Q4: 5,750 shares; 2026Q1: 5,357 shares; 2026Q2: 5,285 shares; 2026Q3: 5,217 shares 5,217 $263K 0.01% -68 Timeline MEME ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684,341 shares; 2026Q1: 732,611 shares; 2026Q2: 739,129 shares; 2026Q3: 30,715 shares 30,715 $262K 0.01% -708,414 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,554 shares; 2026Q2: 1,462 shares; 2026Q3: 1,644 shares 1,644 $261K 0.01% +182 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,476 shares; 2025Q1: 33,584 shares; 2025Q2: 34,720 shares; 2025Q3: 60,251 shares; 2025Q4: 73,396 shares; 2026Q1: 70,318 shares; 2026Q2: 27,695 shares; 2026Q3: 2,292 shares 2,292 $260K 0.01% -25,403 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,329 shares 1,329 $259K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,960 shares; 2026Q2: 2,960 shares; 2026Q3: 2,960 shares 2,960 $250K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31 shares; 2025Q1: 1,219 shares; 2025Q2: 5,258 shares; 2025Q3: 5,258 shares; 2025Q4: 5,258 shares; 2026Q1: 5,283 shares; 2026Q2: 2,778 shares; 2026Q3: 2,778 shares 2,778 $249K 0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,000 shares 4,000 $246K 0.01% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,793 shares; 2026Q1: not reported; 2026Q2: 993 shares; 2026Q3: 1,118 shares 1,118 $246K 0.01% +125 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,550 shares 7,550 $244K 0.01% new Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,050 shares; 2026Q2: 12,050 shares; 2026Q3: 7,790 shares 7,790 $243K 0.01% -4,260 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,767 shares; 2026Q3: 3,540 shares 3,540 $241K 0.01% +773 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,350 shares; 2026Q2: 10,350 shares; 2026Q3: 7,750 shares 7,750 $237K 0.01% -2,600 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,720 shares 7,720 $236K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,349 shares; 2025Q2: 1,398 shares; 2025Q3: 1,329 shares; 2025Q4: 1,305 shares; 2026Q1: 1,288 shares; 2026Q2: 1,143 shares; 2026Q3: 1,243 shares 1,243 $231K 0.01% +100 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,797 shares 5,797 $229K 0.01% new Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,896 shares; 2026Q1: 5,686 shares; 2026Q2: 5,050 shares; 2026Q3: 5,050 shares 5,050 $228K 0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,900 shares 3,900 $223K 0.01% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,803 shares; 2026Q3: 4,202 shares 4,202 $220K 0.01% +1,399 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 650 shares 650 $214K 0.01% new Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,585 shares; 2026Q2: 46,300 shares; 2026Q3: 69,115 shares 69,115 $212K 0.01% +22,815 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,305 shares 1,305 $210K 0.01% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 670 shares; 2026Q2: 670 shares; 2026Q3: 549 shares 549 $209K 0.01% -121 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,000 shares 4,000 $201K 0.01% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,235 shares; 2025Q4: 11,622 shares; 2026Q1: not reported; 2026Q2: 39,419 shares; 2026Q3: 30,487 shares 30,487 $159K 0.01% -8,932 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,523 shares; 2026Q3: 16,533 shares 16,533 $156K 0.01% +2,010 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,435 shares; 2026Q2: 10,829 shares; 2026Q3: 13,811 shares 13,811 $152K 0.01% +2,982 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,267 shares; 2026Q2: 16,382 shares; 2026Q3: 19,000 shares 19,000 $150K 0.01% +2,618 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,913 shares; 2026Q3: 14,707 shares 14,707 $108K 0.01% +3,794 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,201 shares; 2026Q1: 38,759 shares; 2026Q2: 39,488 shares; 2026Q3: 38,555 shares 38,555 $99.9K 0.01% -933 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,328 shares; 2026Q3: 27,782 shares 27,782 $82K <0.01% +9,454 Timeline