FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,116 shares; 2024Q4: 81,916 shares; 2025Q1: 81,916 shares; 2025Q2: 82,256 shares; 2025Q3: 82,843 shares; 2025Q4: 73,643 shares; 2026Q1: 73,643 shares; 2026Q2: 76,819 shares 76,819 $1.4M 0.03% +3,176 Timeline FFTY CAPITAL-FORCE ETF TR More: the full row for CAPITAL-FORCE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,022 shares 32,022 $1.39M 0.03% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,438 shares; 2026Q2: 13,016 shares 13,016 $1.39M 0.03% -1,422 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,827 shares; 2024Q4: 25,951 shares; 2025Q1: 33,932 shares; 2025Q2: 27,767 shares; 2025Q3: 30,207 shares; 2025Q4: 36,245 shares; 2026Q1: 31,421 shares; 2026Q2: 28,451 shares 28,451 $1.38M 0.03% -2,970 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,946 shares; 2024Q4: 6,310 shares; 2025Q1: 9,087 shares; 2025Q2: 63,301 shares; 2025Q3: 94,836 shares; 2025Q4: 78,030 shares; 2026Q1: 81,047 shares; 2026Q2: 75,721 shares 75,721 $1.37M 0.03% -5,326 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,627 shares; 2024Q4: 10,075 shares; 2025Q1: 10,090 shares; 2025Q2: 10,302 shares; 2025Q3: 10,552 shares; 2025Q4: 10,602 shares; 2026Q1: 11,177 shares; 2026Q2: 20,271 shares 20,271 $1.37M 0.03% +9,094 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,992 shares; 2024Q4: 7,759 shares; 2025Q1: 4,203 shares; 2025Q2: 5,087 shares; 2025Q3: 4,788 shares; 2025Q4: 4,591 shares; 2026Q1: 12,722 shares; 2026Q2: 12,358 shares 12,358 $1.37M 0.03% -364 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,552 shares; 2024Q4: 3,514 shares; 2025Q1: 3,667 shares; 2025Q2: 3,656 shares; 2025Q3: 4,046 shares; 2025Q4: 4,128 shares; 2026Q1: 12,824 shares; 2026Q2: 12,032 shares 12,032 $1.36M 0.03% -792 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,660 shares; 2024Q4: 4,677 shares; 2025Q1: 4,691 shares; 2025Q2: 4,712 shares; 2025Q3: 4,733 shares; 2025Q4: 14,711 shares; 2026Q1: 19,425 shares; 2026Q2: 19,442 shares 19,442 $1.36M 0.03% +17 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,100 shares; 2025Q3: 8,067 shares; 2025Q4: 11,589 shares; 2026Q1: 18,584 shares; 2026Q2: 31,916 shares 31,916 $1.35M 0.03% +13,332 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,259 shares; 2024Q4: 4,188 shares; 2025Q1: 4,141 shares; 2025Q2: 5,011 shares; 2025Q3: 5,027 shares; 2025Q4: 4,932 shares; 2026Q1: 4,776 shares; 2026Q2: 4,845 shares 4,845 $1.35M 0.03% +69 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,072 shares; 2024Q4: 3,900 shares; 2025Q1: 3,971 shares; 2025Q2: 3,805 shares; 2025Q3: 4,092 shares; 2025Q4: 4,041 shares; 2026Q1: 4,165 shares; 2026Q2: 4,310 shares 4,310 $1.35M 0.03% +145 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,308 shares; 2024Q4: 51,939 shares; 2025Q1: 50,464 shares; 2025Q2: 49,525 shares; 2025Q3: 49,242 shares; 2025Q4: 45,143 shares; 2026Q1: 44,874 shares; 2026Q2: 30,708 shares 30,708 $1.34M 0.03% -14,166 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,309 shares; 2024Q4: 16,849 shares; 2025Q1: 21,274 shares; 2025Q2: 11,518 shares; 2025Q3: 10,464 shares; 2025Q4: 12,276 shares; 2026Q1: 21,276 shares; 2026Q2: 29,106 shares 29,106 $1.34M 0.03% +7,830 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,921 shares; 2025Q4: 16,362 shares; 2026Q1: 17,959 shares; 2026Q2: 17,444 shares 17,444 $1.33M 0.03% -515 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,874 shares; 2024Q4: 40,276 shares; 2025Q1: 20,316 shares; 2025Q2: 20,528 shares; 2025Q3: 20,651 shares; 2025Q4: 19,187 shares; 2026Q1: 18,707 shares; 2026Q2: 15,368 shares 15,368 $1.33M 0.03% -3,339 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,449 shares; 2024Q4: 12,745 shares; 2025Q1: 11,546 shares; 2025Q2: 12,299 shares; 2025Q3: 12,417 shares; 2025Q4: 11,163 shares; 2026Q1: 12,657 shares; 2026Q2: 12,627 shares 12,627 $1.31M 0.03% -30 Timeline FTXG FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,111 shares; 2025Q4: 39,201 shares; 2026Q1: 58,481 shares; 2026Q2: 58,643 shares 58,643 $1.31M 0.03% +162 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,952 shares; 2024Q4: 99,498 shares; 2025Q1: 87,664 shares; 2025Q2: 93,185 shares; 2025Q3: 18,119 shares; 2025Q4: 23,209 shares; 2026Q1: 20,074 shares; 2026Q2: 25,785 shares 25,785 $1.3M 0.03% +5,711 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,318 shares; 2025Q2: 82,802 shares; 2025Q3: 18,571 shares; 2025Q4: 69,462 shares; 2026Q1: 47,250 shares; 2026Q2: 32,453 shares 32,453 $1.3M 0.03% -14,797 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,232 shares; 2024Q4: 14,608 shares; 2025Q1: 14,484 shares; 2025Q2: 13,545 shares; 2025Q3: 13,519 shares; 2025Q4: 13,369 shares; 2026Q1: 12,918 shares; 2026Q2: 11,047 shares 11,047 $1.3M 0.03% -1,871 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,613 shares; 2025Q1: 9,409 shares; 2025Q2: 8,211 shares; 2025Q3: 22,456 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,618 shares 20,618 $1.3M 0.03% new Timeline SEPI SCM TRUST More: the full row for SCM TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,254 shares 46,254 $1.29M 0.03% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,979 shares; 2026Q1: 24,399 shares; 2026Q2: 30,296 shares 30,296 $1.28M 0.03% +5,897 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,705 shares; 2024Q4: 23,433 shares; 2025Q1: 24,724 shares; 2025Q2: 33,512 shares; 2025Q3: 42,985 shares; 2025Q4: 47,433 shares; 2026Q1: 35,409 shares; 2026Q2: 31,492 shares 31,492 $1.27M 0.03% -3,917 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,959 shares; 2024Q4: 12,097 shares; 2025Q1: 12,929 shares; 2025Q2: 20,969 shares; 2025Q3: 32,367 shares; 2025Q4: 31,914 shares; 2026Q1: 34,593 shares; 2026Q2: 33,582 shares 33,582 $1.27M 0.03% -1,011 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,965 shares; 2024Q4: 22,483 shares; 2025Q1: 22,300 shares; 2025Q2: 22,477 shares; 2025Q3: 23,011 shares; 2025Q4: 20,850 shares; 2026Q1: 22,954 shares; 2026Q2: 22,375 shares 22,375 $1.26M 0.03% -579 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,875 shares; 2024Q4: 20,376 shares; 2025Q1: 20,437 shares; 2025Q2: 20,509 shares; 2025Q3: 20,578 shares; 2025Q4: 20,617 shares; 2026Q1: 21,034 shares; 2026Q2: 22,784 shares 22,784 $1.25M 0.03% +1,750 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,311 shares; 2024Q4: 7,192 shares; 2025Q1: 6,005 shares; 2025Q2: 11,325 shares; 2025Q3: 25,450 shares; 2025Q4: 22,579 shares; 2026Q1: 25,867 shares; 2026Q2: 26,047 shares 26,047 $1.25M 0.03% +180 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,192 shares; 2025Q3: 10,150 shares; 2025Q4: 10,197 shares; 2026Q1: 28,676 shares; 2026Q2: 28,267 shares 28,267 $1.24M 0.03% -409 Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 244,679 shares; 2026Q2: 153,259 shares 153,259 $1.24M 0.03% -91,420 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,620 shares 28,620 $1.23M 0.03% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,559 shares; 2024Q4: 4,781 shares; 2025Q1: 3,075 shares; 2025Q2: 3,073 shares; 2025Q3: 3,242 shares; 2025Q4: 3,306 shares; 2026Q1: 5,459 shares; 2026Q2: 5,531 shares 5,531 $1.23M 0.03% +72 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,829 shares; 2026Q2: 8,305 shares 8,305 $1.23M 0.03% +4,476 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,324 shares; 2024Q4: 199,537 shares; 2025Q1: 192,789 shares; 2025Q2: 186,704 shares; 2025Q3: 171,125 shares; 2025Q4: 165,239 shares; 2026Q1: 156,005 shares; 2026Q2: 148,488 shares 148,488 $1.23M 0.03% -7,517 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,722 shares; 2024Q4: 4,555 shares; 2025Q1: 4,431 shares; 2025Q2: 4,114 shares; 2025Q3: 3,661 shares; 2025Q4: 3,601 shares; 2026Q1: 3,713 shares; 2026Q2: 3,658 shares 3,658 $1.22M 0.03% -55 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,824 shares; 2026Q2: 32,687 shares 32,687 $1.22M 0.03% -137 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,648 shares; 2024Q4: 52,675 shares; 2025Q1: 46,239 shares; 2025Q2: 45,743 shares; 2025Q3: 45,422 shares; 2025Q4: 46,460 shares; 2026Q1: 47,300 shares; 2026Q2: 47,468 shares 47,468 $1.22M 0.03% +168 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,116 shares; 2024Q4: 35,237 shares; 2025Q1: 32,936 shares; 2025Q2: 30,731 shares; 2025Q3: 10,746 shares; 2025Q4: 11,203 shares; 2026Q1: 14,782 shares; 2026Q2: 12,872 shares 12,872 $1.22M 0.03% -1,910 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,729 shares; 2024Q4: 32,231 shares; 2025Q1: 30,731 shares; 2025Q2: 30,635 shares; 2025Q3: 26,977 shares; 2025Q4: 22,992 shares; 2026Q1: 22,843 shares; 2026Q2: 21,485 shares 21,485 $1.22M 0.03% -1,358 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,472 shares; 2024Q4: 8,816 shares; 2025Q1: 9,819 shares; 2025Q2: 10,021 shares; 2025Q3: 10,107 shares; 2025Q4: 10,875 shares; 2026Q1: 11,386 shares; 2026Q2: 10,636 shares 10,636 $1.21M 0.03% -750 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,845 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares; 2025Q4: 8,378 shares; 2026Q1: 8,379 shares; 2026Q2: 8,378 shares 8,378 $1.2M 0.03% -1 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,074 shares; 2024Q4: 5,274 shares; 2025Q1: 12,601 shares; 2025Q2: 12,509 shares; 2025Q3: 14,384 shares; 2025Q4: 10,627 shares; 2026Q1: 7,155 shares; 2026Q2: 6,636 shares 6,636 $1.19M 0.03% -519 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,919 shares; 2026Q2: 13,396 shares 13,396 $1.19M 0.03% +2,477 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,688 shares; 2024Q4: 5,381 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,153 shares; 2025Q4: 5,174 shares; 2026Q1: 5,175 shares; 2026Q2: 5,175 shares 5,175 $1.18M 0.03% 0 Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,712 shares 31,712 $1.18M 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: 1,867 shares; 2025Q1: 2,294 shares; 2025Q2: 4,433 shares; 2025Q3: 4,429 shares; 2025Q4: 4,933 shares; 2026Q1: 5,165 shares; 2026Q2: 5,868 shares 5,868 $1.18M 0.03% +703 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,003 shares 51,003 $1.17M 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares; 2026Q2: 512 shares 512 $1.16M 0.02% -104 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,863 shares; 2024Q4: 2,265 shares; 2025Q1: 2,268 shares; 2025Q2: 2,444 shares; 2025Q3: 2,699 shares; 2025Q4: 4,210 shares; 2026Q1: 8,277 shares; 2026Q2: 12,616 shares 12,616 $1.16M 0.02% +4,339 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848 shares; 2024Q4: 798 shares; 2025Q1: 782 shares; 2025Q2: 795 shares; 2025Q3: 773 shares; 2025Q4: 778 shares; 2026Q1: 1,373 shares; 2026Q2: 583 shares 583 $1.16M 0.02% -790 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,168 shares; 2024Q4: 9,662 shares; 2025Q1: 10,102 shares; 2025Q2: 9,504 shares; 2025Q3: 9,112 shares; 2025Q4: 9,295 shares; 2026Q1: 9,804 shares; 2026Q2: 9,804 shares 9,804 $1.15M 0.02% 0 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,580 shares 44,580 $1.15M 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,872 shares; 2024Q4: 9,810 shares; 2025Q1: 9,043 shares; 2025Q2: 11,900 shares; 2025Q3: 12,429 shares; 2025Q4: 13,630 shares; 2026Q1: 14,125 shares; 2026Q2: 14,699 shares 14,699 $1.14M 0.02% +574 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,263 shares; 2024Q4: 3,766 shares; 2025Q1: 3,820 shares; 2025Q2: 3,754 shares; 2025Q3: 3,694 shares; 2025Q4: 4,597 shares; 2026Q1: 4,624 shares; 2026Q2: 4,786 shares 4,786 $1.14M 0.02% +162 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,132 shares; 2026Q1: 13,269 shares; 2026Q2: 12,575 shares 12,575 $1.14M 0.02% -694 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,107 shares; 2024Q4: 14,636 shares; 2025Q1: 17,754 shares; 2025Q2: 21,686 shares; 2025Q3: 21,861 shares; 2025Q4: 23,120 shares; 2026Q1: 22,183 shares; 2026Q2: 21,015 shares 21,015 $1.13M 0.02% -1,168 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,484 shares; 2024Q4: 14,542 shares; 2025Q1: 14,542 shares; 2025Q2: 14,542 shares; 2025Q3: 14,575 shares; 2025Q4: 14,693 shares; 2026Q1: 19,336 shares; 2026Q2: 92,000 shares 92,000 $1.12M 0.02% +72,664 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,786 shares; 2025Q2: 4,585 shares; 2025Q3: 9,329 shares; 2025Q4: 12,783 shares; 2026Q1: 13,017 shares; 2026Q2: 11,895 shares 11,895 $1.11M 0.02% -1,122 Timeline LFSC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,506 shares 24,506 $1.11M 0.02% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,841 shares; 2024Q4: 105,135 shares; 2025Q1: 102,024 shares; 2025Q2: 85,051 shares; 2025Q3: 77,143 shares; 2025Q4: 47,694 shares; 2026Q1: 42,907 shares; 2026Q2: 30,579 shares 30,579 $1.1M 0.02% -12,328 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,820 shares; 2024Q4: 20,247 shares; 2025Q1: 22,246 shares; 2025Q2: 25,343 shares; 2025Q3: 14,663 shares; 2025Q4: 14,767 shares; 2026Q1: 14,392 shares; 2026Q2: 14,646 shares 14,646 $1.1M 0.02% +254 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,543 shares; 2026Q1: 11,682 shares; 2026Q2: 11,510 shares 11,510 $1.1M 0.02% -172 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,764 shares; 2025Q3: 35,069 shares; 2025Q4: 35,759 shares; 2026Q1: 61,961 shares; 2026Q2: 65,877 shares 65,877 $1.1M 0.02% +3,916 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,194 shares; 2024Q4: 11,412 shares; 2025Q1: 11,067 shares; 2025Q2: 13,643 shares; 2025Q3: 16,204 shares; 2025Q4: 17,066 shares; 2026Q1: 11,102 shares; 2026Q2: 11,201 shares 11,201 $1.1M 0.02% +99 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,969 shares; 2026Q1: 85,802 shares; 2026Q2: 84,534 shares 84,534 $1.1M 0.02% -1,268 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,909 shares; 2024Q4: 129,009 shares; 2025Q1: 129,182 shares; 2025Q2: 127,615 shares; 2025Q3: 126,609 shares; 2025Q4: 119,759 shares; 2026Q1: 114,704 shares; 2026Q2: 114,750 shares 114,750 $1.1M 0.02% +46 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,848 shares; 2024Q4: 1,851 shares; 2025Q1: 1,872 shares; 2025Q2: 1,922 shares; 2025Q3: 1,787 shares; 2025Q4: 1,646 shares; 2026Q1: 1,983 shares; 2026Q2: 13,247 shares 13,247 $1.09M 0.02% +11,264 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,430 shares; 2024Q4: 7,637 shares; 2025Q1: 9,375 shares; 2025Q2: 9,039 shares; 2025Q3: 9,880 shares; 2025Q4: 10,004 shares; 2026Q1: 15,606 shares; 2026Q2: 15,221 shares 15,221 $1.09M 0.02% -385 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: 2,563 shares; 2025Q1: 2,598 shares; 2025Q2: 2,747 shares; 2025Q3: 2,642 shares; 2025Q4: 2,720 shares; 2026Q1: 2,508 shares; 2026Q2: 2,130 shares 2,130 $1.08M 0.02% -378 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,105 shares; 2024Q4: 19,115 shares; 2025Q1: 18,882 shares; 2025Q2: 18,628 shares; 2025Q3: 16,761 shares; 2025Q4: 18,459 shares; 2026Q1: 18,413 shares; 2026Q2: 20,960 shares 20,960 $1.08M 0.02% +2,547 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,729 shares; 2026Q2: 27,201 shares 27,201 $1.08M 0.02% +3,472 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,660 shares; 2024Q4: 88,288 shares; 2025Q1: 86,934 shares; 2025Q2: 83,720 shares; 2025Q3: 82,757 shares; 2025Q4: 47,386 shares; 2026Q1: 47,180 shares; 2026Q2: 30,952 shares 30,952 $1.08M 0.02% -16,228 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,893 shares; 2025Q2: 54,788 shares; 2025Q3: 58,345 shares; 2025Q4: 61,141 shares; 2026Q1: 67,174 shares; 2026Q2: 52,723 shares 52,723 $1.08M 0.02% -14,451 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,389 shares; 2024Q4: 7,581 shares; 2025Q1: 7,662 shares; 2025Q2: 8,120 shares; 2025Q3: 8,390 shares; 2025Q4: 8,223 shares; 2026Q1: 9,662 shares; 2026Q2: 9,977 shares 9,977 $1.08M 0.02% +315 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,296 shares; 2026Q1: 47,094 shares; 2026Q2: 35,395 shares 35,395 $1.07M 0.02% -11,699 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,415 shares; 2024Q4: 22,022 shares; 2025Q1: 10,736 shares; 2025Q2: 10,749 shares; 2025Q3: 10,772 shares; 2025Q4: 12,170 shares; 2026Q1: 13,998 shares; 2026Q2: 15,623 shares 15,623 $1.07M 0.02% +1,625 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,706 shares; 2024Q4: 51,993 shares; 2025Q1: 51,760 shares; 2025Q2: 51,797 shares; 2025Q3: 52,118 shares; 2025Q4: 48,340 shares; 2026Q1: 49,647 shares; 2026Q2: 48,271 shares 48,271 $1.06M 0.02% -1,376 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,670 shares; 2024Q4: 8,863 shares; 2025Q1: 25,042 shares; 2025Q2: 9,076 shares; 2025Q3: 6,114 shares; 2025Q4: 5,408 shares; 2026Q1: 5,665 shares; 2026Q2: 20,250 shares 20,250 $1.06M 0.02% +14,585 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,404 shares; 2024Q4: 5,831 shares; 2025Q1: 5,548 shares; 2025Q2: 4,943 shares; 2025Q3: 4,832 shares; 2025Q4: 3,814 shares; 2026Q1: 5,555 shares; 2026Q2: 5,318 shares 5,318 $1.05M 0.02% -237 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,905 shares; 2024Q4: 28,671 shares; 2025Q1: 25,281 shares; 2025Q2: 24,347 shares; 2025Q3: 24,328 shares; 2025Q4: 24,256 shares; 2026Q1: 24,076 shares; 2026Q2: 21,344 shares 21,344 $1.05M 0.02% -2,732 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,101 shares; 2024Q4: 10,421 shares; 2025Q1: 17,089 shares; 2025Q2: 16,951 shares; 2025Q3: 16,290 shares; 2025Q4: 16,329 shares; 2026Q1: 6,868 shares; 2026Q2: 8,266 shares 8,266 $1.04M 0.02% +1,398 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,402 shares; 2024Q4: 2,633 shares; 2025Q1: 2,549 shares; 2025Q2: 2,525 shares; 2025Q3: 2,746 shares; 2025Q4: 2,519 shares; 2026Q1: 2,343 shares; 2026Q2: 2,547 shares 2,547 $1.04M 0.02% +204 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,973 shares; 2024Q4: 16,900 shares; 2025Q1: 17,684 shares; 2025Q2: 16,989 shares; 2025Q3: 15,797 shares; 2025Q4: 15,951 shares; 2026Q1: 15,207 shares; 2026Q2: 14,320 shares 14,320 $1.04M 0.02% -887 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,052 shares; 2026Q2: 3,412 shares 3,412 $1.03M 0.02% +360 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,800 shares; 2024Q4: 10,943 shares; 2025Q1: 11,006 shares; 2025Q2: 11,053 shares; 2025Q3: 11,095 shares; 2025Q4: 11,092 shares; 2026Q1: 12,071 shares; 2026Q2: 9,185 shares 9,185 $1.03M 0.02% -2,886 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,932 shares; 2024Q4: 5,534 shares; 2025Q1: 4,351 shares; 2025Q2: 7,337 shares; 2025Q3: 8,001 shares; 2025Q4: 11,413 shares; 2026Q1: 10,956 shares; 2026Q2: 10,029 shares 10,029 $1.02M 0.02% -927 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,939 shares; 2024Q4: 9,602 shares; 2025Q1: 9,687 shares; 2025Q2: 10,767 shares; 2025Q3: 11,317 shares; 2025Q4: 8,389 shares; 2026Q1: 8,863 shares; 2026Q2: 8,767 shares 8,767 $1.02M 0.02% -96 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,399 shares; 2024Q4: 1,685 shares; 2025Q1: 1,629 shares; 2025Q2: 1,592 shares; 2025Q3: 4,023 shares; 2025Q4: 3,759 shares; 2026Q1: 5,685 shares; 2026Q2: 5,691 shares 5,691 $1.02M 0.02% +6 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,416 shares; 2024Q4: 131,182 shares; 2025Q1: 29,110 shares; 2025Q2: 27,149 shares; 2025Q3: 26,877 shares; 2025Q4: 26,703 shares; 2026Q1: 24,546 shares; 2026Q2: 23,332 shares 23,332 $1.02M 0.02% -1,214 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,758 shares; 2024Q4: 5,228 shares; 2025Q1: 7,968 shares; 2025Q2: 8,270 shares; 2025Q3: 8,244 shares; 2025Q4: 5,762 shares; 2026Q1: 5,722 shares; 2026Q2: 5,583 shares 5,583 $1.01M 0.02% -139 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,495 shares; 2024Q4: 12,550 shares; 2025Q1: 11,958 shares; 2025Q2: 14,465 shares; 2025Q3: 25,707 shares; 2025Q4: 742,063 shares; 2026Q1: 741,800 shares; 2026Q2: 22,029 shares 22,029 $1.01M 0.02% -719,771 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,588 shares; 2024Q4: 11,496 shares; 2025Q1: 8,118 shares; 2025Q2: 10,094 shares; 2025Q3: 10,088 shares; 2025Q4: 10,981 shares; 2026Q1: 12,675 shares; 2026Q2: 12,500 shares 12,500 $1M 0.02% -175 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,436 shares; 2024Q4: 10,110 shares; 2025Q1: 10,489 shares; 2025Q2: 9,550 shares; 2025Q3: 9,473 shares; 2025Q4: 8,731 shares; 2026Q1: 16,454 shares; 2026Q2: 21,030 shares 21,030 $1M 0.02% +4,576 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,711 shares; 2024Q4: not reported; 2025Q1: 2,898 shares; 2025Q2: 2,535 shares; 2025Q3: 2,616 shares; 2025Q4: 2,692 shares; 2026Q1: 8,751 shares; 2026Q2: 8,685 shares 8,685 $998K 0.02% -66 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,166 shares; 2026Q2: 19,745 shares 19,745 $995K 0.02% +13,579 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,635 shares; 2024Q4: 10,383 shares; 2025Q1: 10,210 shares; 2025Q2: 10,855 shares; 2025Q3: 12,606 shares; 2025Q4: 13,918 shares; 2026Q1: 16,445 shares; 2026Q2: 16,457 shares 16,457 $994K 0.02% +12 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,494 shares; 2024Q4: 13,828 shares; 2025Q1: 10,020 shares; 2025Q2: 16,344 shares; 2025Q3: 15,951 shares; 2025Q4: 15,732 shares; 2026Q1: 14,667 shares; 2026Q2: 7,259 shares 7,259 $992K 0.02% -7,408 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,687 shares; 2025Q2: 22,380 shares; 2025Q3: 20,979 shares; 2025Q4: 17,221 shares; 2026Q1: 8,854 shares; 2026Q2: 8,841 shares 8,841 $991K 0.02% -13 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,164 shares; 2024Q4: 1,491 shares; 2025Q1: 1,389 shares; 2025Q2: 1,380 shares; 2025Q3: 1,497 shares; 2025Q4: 1,535 shares; 2026Q1: 3,515 shares; 2026Q2: 3,588 shares 3,588 $989K 0.02% +73 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,778 shares; 2024Q4: 6,934 shares; 2025Q1: 6,832 shares; 2025Q2: 6,834 shares; 2025Q3: 6,885 shares; 2025Q4: 6,908 shares; 2026Q1: 3,858 shares; 2026Q2: 4,796 shares 4,796 $989K 0.02% +938 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,747 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,841 shares 10,841 $989K 0.02% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,072 shares; 2026Q2: 9,695 shares 9,695 $986K 0.02% +1,623 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,642 shares; 2024Q4: 9,049 shares; 2025Q1: 10,927 shares; 2025Q2: 10,593 shares; 2025Q3: 10,655 shares; 2025Q4: 11,512 shares; 2026Q1: 12,328 shares; 2026Q2: 11,755 shares 11,755 $984K 0.02% -573 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466,737 shares; 2024Q4: 402,105 shares; 2025Q1: 206,950 shares; 2025Q2: 192,715 shares; 2025Q3: 192,918 shares; 2025Q4: 147,653 shares; 2026Q1: 140,579 shares; 2026Q2: 137,401 shares 137,401 $980K 0.02% -3,178 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,532 shares; 2024Q4: 35,909 shares; 2025Q1: 22,288 shares; 2025Q2: 9,723 shares; 2025Q3: 18,407 shares; 2025Q4: 17,965 shares; 2026Q1: 14,008 shares; 2026Q2: 13,334 shares 13,334 $979K 0.02% -674 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,636 shares; 2024Q4: 8,360 shares; 2025Q1: 8,209 shares; 2025Q2: 8,206 shares; 2025Q3: 8,051 shares; 2025Q4: 6,928 shares; 2026Q1: 6,943 shares; 2026Q2: 6,260 shares 6,260 $978K 0.02% -683 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,996 shares; 2026Q2: 6,692 shares 6,692 $977K 0.02% -304 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,720 shares; 2025Q3: 25,809 shares; 2025Q4: 24,519 shares; 2026Q1: 13,632 shares; 2026Q2: 14,888 shares 14,888 $977K 0.02% +1,256 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,343 shares; 2025Q3: 11,258 shares; 2025Q4: 11,111 shares; 2026Q1: 11,078 shares; 2026Q2: 9,635 shares 9,635 $975K 0.02% -1,443 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,475 shares; 2024Q4: 115,025 shares; 2025Q1: 119,525 shares; 2025Q2: 112,700 shares; 2025Q3: 128,625 shares; 2025Q4: 83,700 shares; 2026Q1: 60,498 shares; 2026Q2: 51,563 shares 51,563 $973K 0.02% -8,935 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,343 shares; 2024Q4: 5,709 shares; 2025Q1: 5,644 shares; 2025Q2: 5,744 shares; 2025Q3: 5,679 shares; 2025Q4: 4,095 shares; 2026Q1: 3,925 shares; 2026Q2: 3,550 shares 3,550 $971K 0.02% -375 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,781 shares; 2024Q4: 6,028 shares; 2025Q1: 5,581 shares; 2025Q2: 5,897 shares; 2025Q3: 5,941 shares; 2025Q4: 6,005 shares; 2026Q1: 5,892 shares; 2026Q2: 5,872 shares 5,872 $967K 0.02% -20 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,371 shares; 2026Q1: 46,647 shares; 2026Q2: 33,802 shares 33,802 $966K 0.02% -12,845 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,497 shares; 2026Q2: 25,230 shares 25,230 $961K 0.02% +1,733 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,028 shares; 2026Q1: 5,488 shares; 2026Q2: 5,877 shares 5,877 $960K 0.02% +389 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,780 shares; 2024Q4: 40,680 shares; 2025Q1: 40,680 shares; 2025Q2: 40,680 shares; 2025Q3: 41,680 shares; 2025Q4: 69,075 shares; 2026Q1: 71,052 shares; 2026Q2: 71,052 shares 71,052 $955K 0.02% 0 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,666 shares; 2025Q3: 13,400 shares; 2025Q4: 13,852 shares; 2026Q1: 14,534 shares; 2026Q2: 17,530 shares 17,530 $951K 0.02% +2,996 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,449 shares; 2024Q4: 5,242 shares; 2025Q1: 4,219 shares; 2025Q2: 4,232 shares; 2025Q3: 4,713 shares; 2025Q4: 5,005 shares; 2026Q1: 5,159 shares; 2026Q2: 4,760 shares 4,760 $950K 0.02% -399 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,300 shares; 2024Q4: 10,624 shares; 2025Q1: 10,007 shares; 2025Q2: 9,478 shares; 2025Q3: 10,876 shares; 2025Q4: 12,785 shares; 2026Q1: 14,379 shares; 2026Q2: 14,645 shares 14,645 $946K 0.02% +266 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,096 shares; 2024Q4: not reported; 2025Q1: 2,913 shares; 2025Q2: 3,153 shares; 2025Q3: 4,005 shares; 2025Q4: 4,159 shares; 2026Q1: 4,597 shares; 2026Q2: 6,470 shares 6,470 $945K 0.02% +1,873 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,165 shares; 2024Q4: 114,331 shares; 2025Q1: 106,931 shares; 2025Q2: 104,531 shares; 2025Q3: 102,231 shares; 2025Q4: 91,431 shares; 2026Q1: 91,431 shares; 2026Q2: 91,431 shares 91,431 $943K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,929 shares; 2024Q4: 13,105 shares; 2025Q1: 13,147 shares; 2025Q2: 14,736 shares; 2025Q3: 14,822 shares; 2025Q4: 15,010 shares; 2026Q1: 18,275 shares; 2026Q2: 17,974 shares 17,974 $942K 0.02% -301 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,140 shares; 2026Q2: 36,736 shares 36,736 $940K 0.02% +9,596 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,380 shares; 2026Q2: 21,228 shares 21,228 $929K 0.02% +848 Timeline PGJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,979 shares; 2024Q4: 52,620 shares; 2025Q1: 48,384 shares; 2025Q2: 49,612 shares; 2025Q3: 56,058 shares; 2025Q4: 61,840 shares; 2026Q1: 68,250 shares; 2026Q2: 41,136 shares 41,136 $928K 0.02% -27,114 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,197 shares; 2025Q1: 1,248 shares; 2025Q2: 1,596 shares; 2025Q3: 1,655 shares; 2025Q4: 1,538 shares; 2026Q1: 1,732 shares; 2026Q2: 1,890 shares 1,890 $928K 0.02% +158 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,021 shares; 2024Q4: 1,921 shares; 2025Q1: 1,858 shares; 2025Q2: 1,844 shares; 2025Q3: 1,839 shares; 2025Q4: 1,813 shares; 2026Q1: 1,968 shares; 2026Q2: 2,055 shares 2,055 $927K 0.02% +87 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,878 shares; 2024Q4: 9,603 shares; 2025Q1: 9,543 shares; 2025Q2: 9,589 shares; 2025Q3: 9,513 shares; 2025Q4: 8,554 shares; 2026Q1: 8,620 shares; 2026Q2: 8,260 shares 8,260 $926K 0.02% -360 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,034 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,313 shares; 2026Q1: 9,463 shares; 2026Q2: 8,835 shares 8,835 $923K 0.02% -628 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,485 shares; 2024Q4: 17,196 shares; 2025Q1: 11,755 shares; 2025Q2: 16,722 shares; 2025Q3: 14,852 shares; 2025Q4: 23,484 shares; 2026Q1: 21,407 shares; 2026Q2: 16,103 shares 16,103 $918K 0.02% -5,304 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,370 shares; 2026Q2: 17,903 shares 17,903 $918K 0.02% +533 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,342 shares; 2024Q4: 22,077 shares; 2025Q1: 29,771 shares; 2025Q2: 32,251 shares; 2025Q3: 27,742 shares; 2025Q4: 25,989 shares; 2026Q1: 26,151 shares; 2026Q2: 21,342 shares 21,342 $913K 0.02% -4,809 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,333 shares; 2025Q1: 1,413 shares; 2025Q2: 1,304 shares; 2025Q3: 1,277 shares; 2025Q4: 1,335 shares; 2026Q1: 1,340 shares; 2026Q2: 1,149 shares 1,149 $913K 0.02% -191 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,512 shares; 2026Q2: 19,099 shares 19,099 $912K 0.02% +3,587 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,372 shares; 2024Q4: 26,990 shares; 2025Q1: 24,253 shares; 2025Q2: 26,620 shares; 2025Q3: 25,956 shares; 2025Q4: 13,672 shares; 2026Q1: 40,846 shares; 2026Q2: 39,425 shares 39,425 $912K 0.02% -1,421 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,507 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,939 shares 16,939 $902K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,874 shares; 2024Q4: 11,760 shares; 2025Q1: 6,314 shares; 2025Q2: 8,887 shares; 2025Q3: 10,864 shares; 2025Q4: 10,822 shares; 2026Q1: 10,782 shares; 2026Q2: 18,199 shares 18,199 $881K 0.02% +7,417 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,943 shares; 2025Q3: 6,891 shares; 2025Q4: 6,874 shares; 2026Q1: 7,630 shares; 2026Q2: 9,670 shares 9,670 $875K 0.02% +2,040 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 3,576 shares; 2025Q4: 8,291 shares; 2026Q1: 8,171 shares; 2026Q2: 8,790 shares 8,790 $875K 0.02% +619 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,138 shares; 2024Q4: 9,151 shares; 2025Q1: 9,164 shares; 2025Q2: 9,164 shares; 2025Q3: 9,014 shares; 2025Q4: 9,014 shares; 2026Q1: 8,889 shares; 2026Q2: 8,899 shares 8,899 $875K 0.02% +10 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,303 shares; 2024Q4: 15,578 shares; 2025Q1: 15,259 shares; 2025Q2: 15,223 shares; 2025Q3: 12,227 shares; 2025Q4: 12,227 shares; 2026Q1: 10,529 shares; 2026Q2: 10,212 shares 10,212 $875K 0.02% -317 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,989 shares; 2025Q4: not reported; 2026Q1: 6,432 shares; 2026Q2: 14,731 shares 14,731 $869K 0.02% +8,299 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,511 shares; 2024Q4: 3,141 shares; 2025Q1: 3,208 shares; 2025Q2: 2,810 shares; 2025Q3: 2,808 shares; 2025Q4: 3,573 shares; 2026Q1: 3,780 shares; 2026Q2: 3,524 shares 3,524 $868K 0.02% -256 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,998 shares; 2024Q4: 27,748 shares; 2025Q1: 24,388 shares; 2025Q2: 23,175 shares; 2025Q3: 24,652 shares; 2025Q4: 21,021 shares; 2026Q1: 20,681 shares; 2026Q2: 17,555 shares 17,555 $867K 0.02% -3,126 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,806 shares; 2025Q1: 8,806 shares; 2025Q2: 15,668 shares; 2025Q3: 15,745 shares; 2025Q4: 22,833 shares; 2026Q1: 22,440 shares; 2026Q2: 22,754 shares 22,754 $864K 0.02% +314 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,692 shares; 2025Q2: 2,986 shares; 2025Q3: 3,141 shares; 2025Q4: 3,752 shares; 2026Q1: 4,244 shares; 2026Q2: 4,635 shares 4,635 $856K 0.02% +391 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,763 shares; 2025Q3: 25,617 shares; 2025Q4: 29,467 shares; 2026Q1: 30,067 shares; 2026Q2: 39,167 shares 39,167 $855K 0.02% +9,100 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,216 shares; 2024Q4: 2,403 shares; 2025Q1: 2,758 shares; 2025Q2: 3,931 shares; 2025Q3: 4,492 shares; 2025Q4: 4,737 shares; 2026Q1: 5,342 shares; 2026Q2: 5,450 shares 5,450 $854K 0.02% +108 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,318 shares; 2024Q4: 28,611 shares; 2025Q1: 21,247 shares; 2025Q2: 22,555 shares; 2025Q3: 22,398 shares; 2025Q4: 40,068 shares; 2026Q1: 36,910 shares; 2026Q2: 37,443 shares 37,443 $853K 0.02% +533 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,503 shares; 2024Q4: 7,367 shares; 2025Q1: 7,376 shares; 2025Q2: 8,076 shares; 2025Q3: 4,932 shares; 2025Q4: 5,614 shares; 2026Q1: 5,552 shares; 2026Q2: 7,782 shares 7,782 $852K 0.02% +2,230 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,117 shares; 2024Q4: 50,104 shares; 2025Q1: 50,128 shares; 2025Q2: 49,858 shares; 2025Q3: 57,316 shares; 2025Q4: 58,190 shares; 2026Q1: 34,192 shares; 2026Q2: 33,880 shares 33,880 $849K 0.02% -312 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,273 shares 40,273 $848K 0.02% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,068 shares; 2024Q4: 4,840 shares; 2025Q1: 5,517 shares; 2025Q2: 5,826 shares; 2025Q3: 5,321 shares; 2025Q4: 5,529 shares; 2026Q1: 7,191 shares; 2026Q2: 9,574 shares 9,574 $848K 0.02% +2,383 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,649 shares; 2024Q4: 116,861 shares; 2025Q1: 93,852 shares; 2025Q2: 69,554 shares; 2025Q3: 50,051 shares; 2025Q4: 38,597 shares; 2026Q1: 36,872 shares; 2026Q2: 34,362 shares 34,362 $847K 0.02% -2,510 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,075 shares; 2025Q4: 56,697 shares; 2026Q1: 58,966 shares; 2026Q2: 23,588 shares 23,588 $846K 0.02% -35,378 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,961 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,421 shares; 2026Q2: 24,893 shares 24,893 $845K 0.02% +18,472 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,317 shares; 2024Q4: 15,068 shares; 2025Q1: 14,278 shares; 2025Q2: 15,256 shares; 2025Q3: 13,644 shares; 2025Q4: 13,291 shares; 2026Q1: 12,866 shares; 2026Q2: 11,258 shares 11,258 $843K 0.02% -1,608 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,507 shares; 2024Q4: 76,557 shares; 2025Q1: 76,557 shares; 2025Q2: 74,657 shares; 2025Q3: 74,657 shares; 2025Q4: 67,557 shares; 2026Q1: 67,557 shares; 2026Q2: 69,541 shares 69,541 $841K 0.02% +1,984 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,825 shares; 2024Q4: 10,148 shares; 2025Q1: 10,256 shares; 2025Q2: 9,397 shares; 2025Q3: 9,305 shares; 2025Q4: 9,177 shares; 2026Q1: 12,628 shares; 2026Q2: 9,779 shares 9,779 $838K 0.02% -2,849 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,811 shares; 2024Q4: 162,882 shares; 2025Q1: 162,661 shares; 2025Q2: 158,190 shares; 2025Q3: 158,196 shares; 2025Q4: 146,203 shares; 2026Q1: 144,823 shares; 2026Q2: 145,365 shares 145,365 $834K 0.02% +542 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,404 shares; 2024Q4: 38,277 shares; 2025Q1: 37,515 shares; 2025Q2: 21,528 shares; 2025Q3: 18,730 shares; 2025Q4: 19,096 shares; 2026Q1: 18,975 shares; 2026Q2: 18,635 shares 18,635 $833K 0.02% -340 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,531 shares; 2024Q4: 1,784 shares; 2025Q1: 1,542 shares; 2025Q2: 1,547 shares; 2025Q3: 1,542 shares; 2025Q4: 1,463 shares; 2026Q1: 1,697 shares; 2026Q2: 1,655 shares 1,655 $822K 0.02% -42 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,657 shares; 2024Q4: 53,239 shares; 2025Q1: 60,571 shares; 2025Q2: 61,866 shares; 2025Q3: 55,480 shares; 2025Q4: 24,191 shares; 2026Q1: 32,995 shares; 2026Q2: 37,149 shares 37,149 $821K 0.02% +4,154 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,132 shares; 2025Q1: 1,000 shares; 2025Q2: 993 shares; 2025Q3: 1,897 shares; 2025Q4: 1,912 shares; 2026Q1: 2,742 shares; 2026Q2: 2,483 shares 2,483 $819K 0.02% -259 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,329 shares; 2026Q1: 17,329 shares; 2026Q2: 17,329 shares 17,329 $809K 0.02% 0 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,729 shares; 2026Q2: 31,493 shares 31,493 $807K 0.02% -1,236 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,125 shares; 2026Q2: 25,125 shares 25,125 $805K 0.02% -1,000 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,314 shares; 2024Q4: 3,220 shares; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 3,622 shares; 2025Q4: 3,163 shares; 2026Q1: 3,575 shares; 2026Q2: 4,531 shares 4,531 $799K 0.02% +956 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,927 shares; 2024Q4: 337,754 shares; 2025Q1: 349,632 shares; 2025Q2: 352,143 shares; 2025Q3: 365,145 shares; 2025Q4: 372,709 shares; 2026Q1: 102,103 shares; 2026Q2: 76,065 shares 76,065 $799K 0.02% -26,038 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,268 shares; 2025Q3: 11,721 shares; 2025Q4: 13,175 shares; 2026Q1: 14,007 shares; 2026Q2: 13,420 shares 13,420 $796K 0.02% -587 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,117 shares; 2024Q4: 17,814 shares; 2025Q1: 17,026 shares; 2025Q2: 17,775 shares; 2025Q3: 17,828 shares; 2025Q4: 17,486 shares; 2026Q1: 17,645 shares; 2026Q2: 17,000 shares 17,000 $793K 0.02% -645 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,810 shares; 2025Q3: 3,441 shares; 2025Q4: 3,317 shares; 2026Q1: 2,062 shares; 2026Q2: 4,791 shares 4,791 $792K 0.02% +2,729 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,442 shares; 2024Q4: 6,385 shares; 2025Q1: 6,461 shares; 2025Q2: 6,376 shares; 2025Q3: 5,840 shares; 2025Q4: 4,023 shares; 2026Q1: 5,254 shares; 2026Q2: 4,840 shares 4,840 $792K 0.02% -414 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,740 shares; 2024Q4: 2,861 shares; 2025Q1: 3,397 shares; 2025Q2: 4,647 shares; 2025Q3: 5,099 shares; 2025Q4: 3,767 shares; 2026Q1: 4,166 shares; 2026Q2: 3,607 shares 3,607 $788K 0.02% -559 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,280 shares 16,280 $786K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 826 shares; 2025Q1: 805 shares; 2025Q2: 768 shares; 2025Q3: 765 shares; 2025Q4: 608 shares; 2026Q1: 610 shares; 2026Q2: 575 shares 575 $782K 0.02% -35 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,426 shares; 2024Q4: 55,573 shares; 2025Q1: 60,901 shares; 2025Q2: 65,534 shares; 2025Q3: 66,422 shares; 2025Q4: 59,883 shares; 2026Q1: 70,653 shares; 2026Q2: 71,462 shares 71,462 $777K 0.02% +809 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,154 shares; 2024Q4: 15,637 shares; 2025Q1: 17,871 shares; 2025Q2: 18,084 shares; 2025Q3: 17,254 shares; 2025Q4: 17,255 shares; 2026Q1: 18,044 shares; 2026Q2: 14,288 shares 14,288 $775K 0.02% -3,756 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,170 shares; 2024Q4: 48,974 shares; 2025Q1: 45,703 shares; 2025Q2: 41,782 shares; 2025Q3: 33,172 shares; 2025Q4: 32,110 shares; 2026Q1: 31,008 shares; 2026Q2: 30,920 shares 30,920 $774K 0.02% -88 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,700 shares; 2024Q4: 11,454 shares; 2025Q1: 21,725 shares; 2025Q2: 9,751 shares; 2025Q3: 9,839 shares; 2025Q4: 25,525 shares; 2026Q1: 20,402 shares; 2026Q2: 18,797 shares 18,797 $772K 0.02% -1,605 Timeline NDIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,650 shares; 2025Q1: 15,150 shares; 2025Q2: 16,250 shares; 2025Q3: 33,505 shares; 2025Q4: 40,030 shares; 2026Q1: 61,730 shares; 2026Q2: 28,230 shares 28,230 $770K 0.02% -33,500 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,989 shares; 2024Q4: 5,265 shares; 2025Q1: 4,761 shares; 2025Q2: 16,076 shares; 2025Q3: 16,340 shares; 2025Q4: 15,754 shares; 2026Q1: 15,518 shares; 2026Q2: 15,984 shares 15,984 $768K 0.02% +466 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,971 shares; 2024Q4: 15,996 shares; 2025Q1: 16,289 shares; 2025Q2: 16,742 shares; 2025Q3: 15,790 shares; 2025Q4: 15,893 shares; 2026Q1: 15,698 shares; 2026Q2: 15,958 shares 15,958 $765K 0.02% +260 Timeline HEAL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,437 shares; 2026Q2: 27,677 shares 27,677 $764K 0.02% -760 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,183 shares; 2024Q4: 9,743 shares; 2025Q1: 8,974 shares; 2025Q2: 8,604 shares; 2025Q3: 8,540 shares; 2025Q4: 8,448 shares; 2026Q1: 8,034 shares; 2026Q2: 8,568 shares 8,568 $761K 0.02% +534 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,769 shares 3,769 $761K 0.02% new Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,955 shares; 2026Q1: 7,436 shares; 2026Q2: 17,932 shares 17,932 $760K 0.02% +10,496 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,219 shares; 2024Q4: 2,996 shares; 2025Q1: 2,875 shares; 2025Q2: 3,041 shares; 2025Q3: 3,042 shares; 2025Q4: 3,598 shares; 2026Q1: 3,643 shares; 2026Q2: 3,377 shares 3,377 $757K 0.02% -266 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 1,172 shares; 2025Q1: 1,196 shares; 2025Q2: 1,276 shares; 2025Q3: 1,574 shares; 2025Q4: 1,595 shares; 2026Q1: 1,793 shares; 2026Q2: 1,810 shares 1,810 $752K 0.02% +17 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.02% 0 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,238 shares; 2025Q2: 11,280 shares; 2025Q3: 11,008 shares; 2025Q4: 15,014 shares; 2026Q1: 17,682 shares; 2026Q2: 19,829 shares 19,829 $748K 0.02% +2,147 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,313 shares; 2025Q4: 31,932 shares; 2026Q1: 30,632 shares; 2026Q2: 21,824 shares 21,824 $748K 0.02% -8,808 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,924 shares; 2024Q4: 8,652 shares; 2025Q1: 8,684 shares; 2025Q2: 8,725 shares; 2025Q3: 7,625 shares; 2025Q4: 7,665 shares; 2026Q1: 7,697 shares; 2026Q2: 7,733 shares 7,733 $745K 0.02% +36 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,448 shares; 2024Q4: 15,792 shares; 2025Q1: 15,821 shares; 2025Q2: 13,416 shares; 2025Q3: 12,888 shares; 2025Q4: 13,287 shares; 2026Q1: 14,611 shares; 2026Q2: 14,936 shares 14,936 $744K 0.02% +325 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,501 shares; 2024Q4: 7,514 shares; 2025Q1: 7,356 shares; 2025Q2: 7,203 shares; 2025Q3: 7,488 shares; 2025Q4: 7,231 shares; 2026Q1: 8,074 shares; 2026Q2: 8,056 shares 8,056 $743K 0.02% -18 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,440 shares; 2026Q1: 16,778 shares; 2026Q2: 17,926 shares 17,926 $739K 0.02% +1,148 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,424 shares; 2024Q4: not reported; 2025Q1: 3,260 shares; 2025Q2: 3,935 shares; 2025Q3: 4,012 shares; 2025Q4: 8,859 shares; 2026Q1: 9,485 shares; 2026Q2: 8,662 shares 8,662 $734K 0.02% -823 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,850 shares; 2026Q2: 9,585 shares 9,585 $730K 0.02% +1,735 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,855 shares; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 2,061 shares; 2025Q4: 1,764 shares; 2026Q1: 1,939 shares; 2026Q2: 2,178 shares 2,178 $729K 0.02% +239 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,796 shares; 2024Q4: 9,796 shares; 2025Q1: 8,793 shares; 2025Q2: 8,719 shares; 2025Q3: 8,719 shares; 2025Q4: 8,719 shares; 2026Q1: 8,719 shares; 2026Q2: 7,373 shares 7,373 $728K 0.02% -1,346 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,991 shares; 2024Q4: 10,401 shares; 2025Q1: 10,365 shares; 2025Q2: 11,060 shares; 2025Q3: 10,864 shares; 2025Q4: 9,367 shares; 2026Q1: 9,536 shares; 2026Q2: 9,910 shares 9,910 $727K 0.02% +374 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,504 shares; 2024Q4: 19,850 shares; 2025Q1: 13,520 shares; 2025Q2: 6,698 shares; 2025Q3: 7,014 shares; 2025Q4: 7,718 shares; 2026Q1: 6,665 shares; 2026Q2: 5,651 shares 5,651 $722K 0.02% -1,014 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,795 shares; 2024Q4: 11,400 shares; 2025Q1: 11,618 shares; 2025Q2: 6,589 shares; 2025Q3: 6,597 shares; 2025Q4: 10,503 shares; 2026Q1: 10,803 shares; 2026Q2: 12,808 shares 12,808 $722K 0.02% +2,005 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,399 shares; 2024Q4: 43,854 shares; 2025Q1: 43,859 shares; 2025Q2: 43,865 shares; 2025Q3: 11,576 shares; 2025Q4: 11,581 shares; 2026Q1: 12,390 shares; 2026Q2: 16,261 shares 16,261 $721K 0.02% +3,871 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,984 shares; 2025Q4: 14,088 shares; 2026Q1: 11,092 shares; 2026Q2: 14,056 shares 14,056 $721K 0.02% +2,964 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,112 shares; 2024Q4: 23,795 shares; 2025Q1: 40,570 shares; 2025Q2: 40,489 shares; 2025Q3: 41,743 shares; 2025Q4: 33,398 shares; 2026Q1: 28,713 shares; 2026Q2: 35,127 shares 35,127 $720K 0.02% +6,414 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,005 shares; 2024Q4: 4,933 shares; 2025Q1: 5,124 shares; 2025Q2: 4,909 shares; 2025Q3: 5,013 shares; 2025Q4: 4,829 shares; 2026Q1: 4,928 shares; 2026Q2: 3,775 shares 3,775 $719K 0.02% -1,153 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,310 shares; 2025Q3: 42,529 shares; 2025Q4: 24,648 shares; 2026Q1: 35,966 shares; 2026Q2: 35,599 shares 35,599 $718K 0.02% -367 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,030 shares; 2024Q4: 7,340 shares; 2025Q1: 8,030 shares; 2025Q2: 7,464 shares; 2025Q3: 8,108 shares; 2025Q4: 7,824 shares; 2026Q1: 6,200 shares; 2026Q2: 4,902 shares 4,902 $717K 0.02% -1,298 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 623 shares; 2025Q1: 622 shares; 2025Q2: 604 shares; 2025Q3: 1,417 shares; 2025Q4: 612 shares; 2026Q1: 661 shares; 2026Q2: 688 shares 688 $717K 0.02% +27 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,631 shares; 2025Q3: 7,841 shares; 2025Q4: 8,195 shares; 2026Q1: 8,163 shares; 2026Q2: 7,383 shares 7,383 $717K 0.02% -780 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,830 shares; 2024Q4: 33,211 shares; 2025Q1: 33,149 shares; 2025Q2: 21,913 shares; 2025Q3: 21,430 shares; 2025Q4: 21,494 shares; 2026Q1: 19,841 shares; 2026Q2: 17,537 shares 17,537 $713K 0.02% -2,304 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,674 shares; 2024Q4: 9,310 shares; 2025Q1: 9,839 shares; 2025Q2: 9,105 shares; 2025Q3: 10,663 shares; 2025Q4: 10,556 shares; 2026Q1: 9,792 shares; 2026Q2: 7,431 shares 7,431 $713K 0.02% -2,361 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,282 shares; 2024Q4: 6,072 shares; 2025Q1: 5,983 shares; 2025Q2: 5,250 shares; 2025Q3: 6,139 shares; 2025Q4: 5,573 shares; 2026Q1: 6,968 shares; 2026Q2: 6,954 shares 6,954 $708K 0.02% -14 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,486 shares; 2025Q4: 6,486 shares; 2026Q1: 6,037 shares; 2026Q2: 5,943 shares 5,943 $708K 0.02% -94 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,604 shares; 2024Q4: 8,546 shares; 2025Q1: 8,748 shares; 2025Q2: 8,492 shares; 2025Q3: 6,407 shares; 2025Q4: 6,165 shares; 2026Q1: 5,915 shares; 2026Q2: 5,547 shares 5,547 $707K 0.02% -368 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,128 shares; 2024Q4: 4,858 shares; 2025Q1: 4,966 shares; 2025Q2: 4,944 shares; 2025Q3: 4,861 shares; 2025Q4: 4,867 shares; 2026Q1: 4,901 shares; 2026Q2: 4,703 shares 4,703 $706K 0.02% -198 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,327 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,843 shares; 2026Q2: 1,889 shares 1,889 $703K 0.01% +46 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,113 shares; 2025Q3: 3,620 shares; 2025Q4: 4,348 shares; 2026Q1: 8,216 shares; 2026Q2: 7,004 shares 7,004 $702K 0.01% -1,212 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,663 shares; 2024Q4: 205,886 shares; 2025Q1: 122,599 shares; 2025Q2: 128,068 shares; 2025Q3: 125,848 shares; 2025Q4: 140,967 shares; 2026Q1: 146,310 shares; 2026Q2: 140,543 shares 140,543 $701K 0.01% -5,767 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,659 shares; 2025Q3: 8,834 shares; 2025Q4: 11,414 shares; 2026Q1: 12,682 shares; 2026Q2: 12,609 shares 12,609 $701K 0.01% -73 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,097 shares; 2026Q1: 193,769 shares; 2026Q2: 27,659 shares 27,659 $698K 0.01% -166,110 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,583 shares; 2024Q4: 11,679 shares; 2025Q1: 9,269 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,025 shares 11,025 $694K 0.01% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,073 shares; 2024Q4: 15,746 shares; 2025Q1: 14,461 shares; 2025Q2: 14,923 shares; 2025Q3: 15,569 shares; 2025Q4: 12,571 shares; 2026Q1: 18,565 shares; 2026Q2: 13,596 shares 13,596 $688K 0.01% -4,969 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,569 shares; 2024Q4: 6,746 shares; 2025Q1: 6,690 shares; 2025Q2: 6,283 shares; 2025Q3: 6,164 shares; 2025Q4: 6,438 shares; 2026Q1: 6,750 shares; 2026Q2: 7,152 shares 7,152 $687K 0.01% +402 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,034 shares; 2024Q4: 40,169 shares; 2025Q1: 40,497 shares; 2025Q2: 43,407 shares; 2025Q3: 42,347 shares; 2025Q4: 35,351 shares; 2026Q1: 39,296 shares; 2026Q2: 27,986 shares 27,986 $687K 0.01% -11,310 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,444 shares; 2024Q4: 3,255 shares; 2025Q1: 3,024 shares; 2025Q2: 3,571 shares; 2025Q3: 3,712 shares; 2025Q4: 3,755 shares; 2026Q1: 4,297 shares; 2026Q2: 4,291 shares 4,291 $686K 0.01% -6 Timeline GRPN GROUPON INC More: the full row for GROUPON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,431 shares 28,431 $684K 0.01% new Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,723 shares; 2024Q4: 16,542 shares; 2025Q1: 16,804 shares; 2025Q2: 17,086 shares; 2025Q3: 17,236 shares; 2025Q4: 17,280 shares; 2026Q1: 32,661 shares; 2026Q2: 19,582 shares 19,582 $681K 0.01% -13,079 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456 shares; 2024Q4: 1,934 shares; 2025Q1: 1,357 shares; 2025Q2: 1,333 shares; 2025Q3: 1,913 shares; 2025Q4: 1,743 shares; 2026Q1: 1,603 shares; 2026Q2: 3,079 shares 3,079 $681K 0.01% +1,476 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,757 shares; 2024Q4: 10,181 shares; 2025Q1: 8,576 shares; 2025Q2: 9,749 shares; 2025Q3: 6,321 shares; 2025Q4: 5,621 shares; 2026Q1: 5,735 shares; 2026Q2: 5,430 shares 5,430 $676K 0.01% -305 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,366 shares; 2025Q4: 21,471 shares; 2026Q1: 21,746 shares; 2026Q2: 21,264 shares 21,264 $676K 0.01% -482 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,300 shares 13,300 $673K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,648 shares; 2025Q1: 1,720 shares; 2025Q2: 1,714 shares; 2025Q3: 1,716 shares; 2025Q4: 1,812 shares; 2026Q1: 1,803 shares; 2026Q2: 1,703 shares 1,703 $671K 0.01% -100 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,867 shares; 2024Q4: 5,821 shares; 2025Q1: 4,930 shares; 2025Q2: 4,328 shares; 2025Q3: 4,344 shares; 2025Q4: 4,602 shares; 2026Q1: 4,568 shares; 2026Q2: 4,574 shares 4,574 $669K 0.01% +6 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,078 shares; 2024Q4: 5,104 shares; 2025Q1: 5,127 shares; 2025Q2: 4,739 shares; 2025Q3: 4,393 shares; 2025Q4: 9,752 shares; 2026Q1: 10,766 shares; 2026Q2: 11,790 shares 11,790 $664K 0.01% +1,024 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,104 shares; 2024Q4: 5,841 shares; 2025Q1: 5,852 shares; 2025Q2: 4,571 shares; 2025Q3: 4,579 shares; 2025Q4: 4,538 shares; 2026Q1: 4,740 shares; 2026Q2: 4,745 shares 4,745 $664K 0.01% +5 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,196 shares; 2026Q2: 21,730 shares 21,730 $664K 0.01% +12,534 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,900 shares; 2026Q2: 14,882 shares 14,882 $662K 0.01% -18 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,204 shares; 2024Q4: 4,115 shares; 2025Q1: 4,197 shares; 2025Q2: 4,571 shares; 2025Q3: 4,313 shares; 2025Q4: 4,198 shares; 2026Q1: 4,269 shares; 2026Q2: 3,377 shares 3,377 $661K 0.01% -892 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156 shares; 2024Q4: 129 shares; 2025Q1: 127 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 130 shares; 2026Q1: 143 shares; 2026Q2: 3,699 shares 3,699 $659K 0.01% +3,556 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,417 shares; 2024Q4: 2,514 shares; 2025Q1: 1,414 shares; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,114 shares; 2026Q1: 1,371 shares; 2026Q2: 1,279 shares 1,279 $659K 0.01% -92 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,615 shares; 2024Q4: 10,978 shares; 2025Q1: 13,240 shares; 2025Q2: 13,481 shares; 2025Q3: 13,657 shares; 2025Q4: 13,979 shares; 2026Q1: 15,739 shares; 2026Q2: 12,110 shares 12,110 $659K 0.01% -3,629 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,622 shares; 2024Q4: 2,346 shares; 2025Q1: 2,331 shares; 2025Q2: 2,333 shares; 2025Q3: 2,339 shares; 2025Q4: 1,755 shares; 2026Q1: 1,659 shares; 2026Q2: 1,660 shares 1,660 $658K 0.01% +1 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,015 shares; 2024Q4: 19,649 shares; 2025Q1: 20,334 shares; 2025Q2: 21,110 shares; 2025Q3: 20,426 shares; 2025Q4: 21,603 shares; 2026Q1: 25,788 shares; 2026Q2: 21,561 shares 21,561 $657K 0.01% -4,227 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,556 shares; 2024Q4: 3,326 shares; 2025Q1: 3,319 shares; 2025Q2: 3,340 shares; 2025Q3: 3,358 shares; 2025Q4: 3,367 shares; 2026Q1: 3,421 shares; 2026Q2: 3,288 shares 3,288 $657K 0.01% -133 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,774 shares; 2026Q2: 17,944 shares 17,944 $657K 0.01% +2,170 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,466 shares; 2024Q4: 1,072 shares; 2025Q1: 1,416 shares; 2025Q2: 1,275 shares; 2025Q3: 1,320 shares; 2025Q4: 1,507 shares; 2026Q1: 1,832 shares; 2026Q2: 1,747 shares 1,747 $656K 0.01% -85 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,508 shares; 2024Q4: 29,704 shares; 2025Q1: 30,778 shares; 2025Q2: 32,356 shares; 2025Q3: 25,727 shares; 2025Q4: 28,618 shares; 2026Q1: 20,242 shares; 2026Q2: 19,194 shares 19,194 $655K 0.01% -1,048 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,238 shares; 2024Q4: 4,733 shares; 2025Q1: 4,733 shares; 2025Q2: 4,505 shares; 2025Q3: 4,505 shares; 2025Q4: 4,544 shares; 2026Q1: 4,407 shares; 2026Q2: 4,523 shares 4,523 $654K 0.01% +116 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,015 shares; 2024Q4: 3,545 shares; 2025Q1: 3,655 shares; 2025Q2: 3,403 shares; 2025Q3: 3,680 shares; 2025Q4: 3,337 shares; 2026Q1: 3,879 shares; 2026Q2: 2,739 shares 2,739 $651K 0.01% -1,140 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,841 shares; 2026Q1: 5,041 shares; 2026Q2: 10,779 shares 10,779 $650K 0.01% +5,738 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,671 shares; 2024Q4: 7,894 shares; 2025Q1: 7,789 shares; 2025Q2: 7,958 shares; 2025Q3: 7,920 shares; 2025Q4: 7,419 shares; 2026Q1: 8,127 shares; 2026Q2: 7,978 shares 7,978 $647K 0.01% -149 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,355 shares; 2024Q4: 3,083 shares; 2025Q1: 3,160 shares; 2025Q2: 3,188 shares; 2025Q3: 3,241 shares; 2025Q4: 2,619 shares; 2026Q1: 2,834 shares; 2026Q2: 2,223 shares 2,223 $646K 0.01% -611 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,270 shares; 2024Q4: 4,417 shares; 2025Q1: 4,269 shares; 2025Q2: 4,034 shares; 2025Q3: 3,913 shares; 2025Q4: 3,687 shares; 2026Q1: 3,878 shares; 2026Q2: 2,857 shares 2,857 $639K 0.01% -1,021 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,321 shares; 2024Q4: 5,833 shares; 2025Q1: 5,215 shares; 2025Q2: 5,065 shares; 2025Q3: 5,065 shares; 2025Q4: 5,027 shares; 2026Q1: 4,818 shares; 2026Q2: 4,731 shares 4,731 $637K 0.01% -87 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,548 shares; 2024Q4: 2,097 shares; 2025Q1: 1,982 shares; 2025Q2: 1,998 shares; 2025Q3: 1,985 shares; 2025Q4: 1,587 shares; 2026Q1: 1,569 shares; 2026Q2: 1,554 shares 1,554 $633K 0.01% -15 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,925 shares; 2024Q4: 4,537 shares; 2025Q1: 5,162 shares; 2025Q2: 5,138 shares; 2025Q3: 4,886 shares; 2025Q4: 4,899 shares; 2026Q1: 4,884 shares; 2026Q2: 3,860 shares 3,860 $632K 0.01% -1,024 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,636 shares; 2024Q4: 5,600 shares; 2025Q1: 5,609 shares; 2025Q2: 5,425 shares; 2025Q3: 5,333 shares; 2025Q4: 5,243 shares; 2026Q1: 6,158 shares; 2026Q2: 6,794 shares 6,794 $630K 0.01% +636 Timeline CHIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,145 shares; 2024Q4: 36,267 shares; 2025Q1: 50,267 shares; 2025Q2: 51,317 shares; 2025Q3: 62,024 shares; 2025Q4: 60,524 shares; 2026Q1: 67,020 shares; 2026Q2: 39,662 shares 39,662 $627K 0.01% -27,358 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,409 shares; 2024Q4: 15,139 shares; 2025Q1: 18,589 shares; 2025Q2: 18,589 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,226 shares; 2026Q2: 14,975 shares 14,975 $625K 0.01% +5,749 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128,821 shares; 2025Q2: 105,473 shares; 2025Q3: not reported; 2025Q4: 31,583 shares; 2026Q1: 49,317 shares; 2026Q2: 16,091 shares 16,091 $622K 0.01% -33,226 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,411 shares; 2024Q4: 3,061 shares; 2025Q1: 3,578 shares; 2025Q2: 3,356 shares; 2025Q3: 3,844 shares; 2025Q4: 3,470 shares; 2026Q1: 2,751 shares; 2026Q2: 2,207 shares 2,207 $622K 0.01% -544 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares; 2026Q1: 21,752 shares; 2026Q2: 18,966 shares 18,966 $621K 0.01% -2,786 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,893 shares; 2026Q1: 16,011 shares; 2026Q2: 19,539 shares 19,539 $621K 0.01% +3,528 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,775 shares; 2026Q1: 12,250 shares; 2026Q2: 15,800 shares 15,800 $620K 0.01% +3,550 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,917 shares; 2026Q2: 11,242 shares 11,242 $615K 0.01% +6,325 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,168 shares; 2024Q4: 13,730 shares; 2025Q1: 12,611 shares; 2025Q2: 12,813 shares; 2025Q3: 9,950 shares; 2025Q4: 9,571 shares; 2026Q1: 7,398 shares; 2026Q2: 6,689 shares 6,689 $614K 0.01% -709 Timeline PXE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,160 shares; 2026Q1: 19,529 shares; 2026Q2: 18,026 shares 18,026 $611K 0.01% -1,503 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,196 shares 19,196 $610K 0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,655 shares; 2025Q4: 2,684 shares; 2026Q1: 11,566 shares; 2026Q2: 12,121 shares 12,121 $604K 0.01% +555 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,314 shares; 2024Q4: 7,196 shares; 2025Q1: 7,024 shares; 2025Q2: 7,040 shares; 2025Q3: 6,718 shares; 2025Q4: 6,712 shares; 2026Q1: 6,713 shares; 2026Q2: 5,825 shares 5,825 $604K 0.01% -888 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,308 shares 54,308 $603K 0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,655 shares; 2025Q1: 3,326 shares; 2025Q2: 3,252 shares; 2025Q3: 3,541 shares; 2025Q4: 3,631 shares; 2026Q1: 5,368 shares; 2026Q2: 5,233 shares 5,233 $601K 0.01% -135 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,668 shares; 2026Q2: 21,576 shares 21,576 $599K 0.01% -3,092 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,331 shares; 2026Q2: 2,163 shares 2,163 $597K 0.01% -168 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,880 shares 7,880 $596K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,797 shares; 2024Q4: 6,078 shares; 2025Q1: 5,914 shares; 2025Q2: 7,144 shares; 2025Q3: 4,341 shares; 2025Q4: 6,113 shares; 2026Q1: 6,863 shares; 2026Q2: 7,109 shares 7,109 $594K 0.01% +246 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,409 shares; 2024Q4: 9,880 shares; 2025Q1: 11,850 shares; 2025Q2: 10,664 shares; 2025Q3: 11,024 shares; 2025Q4: 11,009 shares; 2026Q1: 11,014 shares; 2026Q2: 11,285 shares 11,285 $591K 0.01% +271 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,500 shares 39,500 $588K 0.01% new Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,260 shares; 2026Q2: 35,286 shares 35,286 $583K 0.01% +1,026 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,535 shares; 2024Q4: 75,307 shares; 2025Q1: 73,946 shares; 2025Q2: 30,553 shares; 2025Q3: 25,478 shares; 2025Q4: 25,771 shares; 2026Q1: 25,604 shares; 2026Q2: 25,992 shares 25,992 $583K 0.01% +388 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,250 shares; 2024Q4: 20,723 shares; 2025Q1: 14,333 shares; 2025Q2: 10,130 shares; 2025Q3: 12,198 shares; 2025Q4: 11,948 shares; 2026Q1: 7,070 shares; 2026Q2: 5,928 shares 5,928 $582K 0.01% -1,142 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,104 shares 29,104 $582K 0.01% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,597 shares; 2024Q4: 13,339 shares; 2025Q1: 9,023 shares; 2025Q2: 7,965 shares; 2025Q3: 7,254 shares; 2025Q4: 7,022 shares; 2026Q1: 12,636 shares; 2026Q2: 6,006 shares 6,006 $579K 0.01% -6,630 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,814 shares; 2026Q1: 22,698 shares; 2026Q2: 13,366 shares 13,366 $576K 0.01% -9,332 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,600 shares; 2026Q1: 15,600 shares; 2026Q2: 15,600 shares 15,600 $575K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,940 shares; 2024Q4: 4,245 shares; 2025Q1: 4,601 shares; 2025Q2: 4,474 shares; 2025Q3: 4,453 shares; 2025Q4: 4,975 shares; 2026Q1: 5,348 shares; 2026Q2: 4,416 shares 4,416 $573K 0.01% -932 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,795 shares; 2024Q4: 4,787 shares; 2025Q1: 4,726 shares; 2025Q2: 4,711 shares; 2025Q3: 5,507 shares; 2025Q4: 5,665 shares; 2026Q1: 5,648 shares; 2026Q2: 5,896 shares 5,896 $569K 0.01% +248 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,651 shares; 2025Q1: 68,376 shares; 2025Q2: 69,263 shares; 2025Q3: 67,156 shares; 2025Q4: 67,156 shares; 2026Q1: 114,782 shares; 2026Q2: 111,200 shares 111,200 $565K 0.01% -3,582 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,685 shares; 2025Q1: 109,770 shares; 2025Q2: 92,511 shares; 2025Q3: 72,687 shares; 2025Q4: 13,731 shares; 2026Q1: 13,731 shares; 2026Q2: 13,731 shares 13,731 $564K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,458 shares; 2024Q4: 5,900 shares; 2025Q1: 5,864 shares; 2025Q2: 6,015 shares; 2025Q3: 6,411 shares; 2025Q4: 6,247 shares; 2026Q1: 11,189 shares; 2026Q2: 9,691 shares 9,691 $561K 0.01% -1,498 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,754 shares; 2024Q4: 12,536 shares; 2025Q1: 10,495 shares; 2025Q2: 10,009 shares; 2025Q3: 10,077 shares; 2025Q4: 7,469 shares; 2026Q1: 7,143 shares; 2026Q2: 6,433 shares 6,433 $557K 0.01% -710 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,916 shares; 2024Q4: 4,916 shares; 2025Q1: 4,888 shares; 2025Q2: 5,559 shares; 2025Q3: 5,678 shares; 2025Q4: 6,104 shares; 2026Q1: 6,314 shares; 2026Q2: 6,293 shares 6,293 $557K 0.01% -21 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,295 shares; 2024Q4: 3,097 shares; 2025Q1: 3,362 shares; 2025Q2: 3,418 shares; 2025Q3: 3,309 shares; 2025Q4: 3,341 shares; 2026Q1: 3,558 shares; 2026Q2: 3,188 shares 3,188 $554K 0.01% -370 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,777 shares; 2025Q3: 10,847 shares; 2025Q4: 15,202 shares; 2026Q1: 14,581 shares; 2026Q2: 14,632 shares 14,632 $549K 0.01% +51 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,690 shares; 2024Q4: 23,000 shares; 2025Q1: 23,385 shares; 2025Q2: 22,822 shares; 2025Q3: 22,718 shares; 2025Q4: 21,888 shares; 2026Q1: 21,888 shares; 2026Q2: 21,888 shares 21,888 $549K 0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,502 shares; 2025Q4: 56,447 shares; 2026Q1: 54,564 shares; 2026Q2: 55,464 shares 55,464 $547K 0.01% +900 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,482 shares; 2024Q4: 12,462 shares; 2025Q1: 11,420 shares; 2025Q2: 11,375 shares; 2025Q3: 10,328 shares; 2025Q4: 10,184 shares; 2026Q1: 9,724 shares; 2026Q2: 9,590 shares 9,590 $547K 0.01% -134 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 286 shares; 2026Q2: 279 shares 279 $545K 0.01% -7 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,050 shares; 2025Q1: 18,713 shares; 2025Q2: 15,583 shares; 2025Q3: 14,273 shares; 2025Q4: 14,025 shares; 2026Q1: 14,108 shares; 2026Q2: 13,993 shares 13,993 $544K 0.01% -115 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,100 shares; 2024Q4: 11,339 shares; 2025Q1: 11,482 shares; 2025Q2: 12,644 shares; 2025Q3: 12,741 shares; 2025Q4: 13,233 shares; 2026Q1: 12,549 shares; 2026Q2: 10,569 shares 10,569 $543K 0.01% -1,980 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,128 shares; 2024Q4: 47,887 shares; 2025Q1: 44,765 shares; 2025Q2: 42,937 shares; 2025Q3: 42,900 shares; 2025Q4: 27,306 shares; 2026Q1: 26,916 shares; 2026Q2: 12,729 shares 12,729 $540K 0.01% -14,187 Timeline PS PERSHING SQUARE INC More: the full row for PERSHING SQUARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,382 shares 16,382 $538K 0.01% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,088 shares; 2026Q2: 15,520 shares 15,520 $538K 0.01% -5,568 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 4,047 shares; 2025Q4: 5,732 shares; 2026Q1: 5,197 shares; 2026Q2: 5,027 shares 5,027 $536K 0.01% -170 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,254 shares; 2024Q4: 9,619 shares; 2025Q1: 9,518 shares; 2025Q2: 8,873 shares; 2025Q3: 8,686 shares; 2025Q4: 9,665 shares; 2026Q1: 13,210 shares; 2026Q2: 9,640 shares 9,640 $535K 0.01% -3,570 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,257 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,623 shares; 2025Q3: 5,464 shares; 2025Q4: 5,469 shares; 2026Q1: 6,573 shares; 2026Q2: 5,636 shares 5,636 $535K 0.01% -937 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,145 shares; 2024Q4: 16,406 shares; 2025Q1: 15,140 shares; 2025Q2: 15,302 shares; 2025Q3: 15,329 shares; 2025Q4: 18,007 shares; 2026Q1: 18,747 shares; 2026Q2: 16,925 shares 16,925 $535K 0.01% -1,822 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,869 shares 6,869 $534K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,511 shares; 2024Q4: 5,050 shares; 2025Q1: 5,247 shares; 2025Q2: 5,425 shares; 2025Q3: 5,225 shares; 2025Q4: 5,250 shares; 2026Q1: 5,099 shares; 2026Q2: 4,955 shares 4,955 $534K 0.01% -144 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,981 shares; 2025Q4: 8,014 shares; 2026Q1: 8,045 shares; 2026Q2: 8,182 shares 8,182 $531K 0.01% +137 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,933 shares; 2025Q4: 23,473 shares; 2026Q1: 12,220 shares; 2026Q2: 11,501 shares 11,501 $530K 0.01% -719 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,388 shares 18,388 $525K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,057 shares; 2024Q4: 8,258 shares; 2025Q1: 8,539 shares; 2025Q2: 8,223 shares; 2025Q3: 8,464 shares; 2025Q4: 6,210 shares; 2026Q1: 6,403 shares; 2026Q2: 5,311 shares 5,311 $522K 0.01% -1,092 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,254 shares; 2024Q4: 2,296 shares; 2025Q1: 2,216 shares; 2025Q2: 2,221 shares; 2025Q3: 1,913 shares; 2025Q4: 1,914 shares; 2026Q1: 2,058 shares; 2026Q2: 1,921 shares 1,921 $515K 0.01% -137 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,045 shares; 2024Q4: 6,898 shares; 2025Q1: 7,422 shares; 2025Q2: 7,915 shares; 2025Q3: 7,792 shares; 2025Q4: 7,946 shares; 2026Q1: 8,026 shares; 2026Q2: 6,057 shares 6,057 $512K 0.01% -1,969 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,448 shares; 2024Q4: 4,426 shares; 2025Q1: 2,529 shares; 2025Q2: 2,642 shares; 2025Q3: 2,634 shares; 2025Q4: 2,199 shares; 2026Q1: 1,129 shares; 2026Q2: 911 shares 911 $511K 0.01% -218 Timeline DMA DESTRA MULTI-ALTERNATIVE FD More: the full row for DESTRA MULTI-ALTERNATIVE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,451 shares; 2025Q4: 71,858 shares; 2026Q1: 72,262 shares; 2026Q2: 68,139 shares 68,139 $510K 0.01% -4,123 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,108 shares; 2024Q4: 24,158 shares; 2025Q1: 21,101 shares; 2025Q2: 18,194 shares; 2025Q3: 15,897 shares; 2025Q4: 8,243 shares; 2026Q1: 6,702 shares; 2026Q2: 6,446 shares 6,446 $509K 0.01% -256 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,741 shares; 2025Q4: 22,046 shares; 2026Q1: 23,792 shares; 2026Q2: 25,606 shares 25,606 $509K 0.01% +1,814 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,258 shares; 2024Q4: 61,232 shares; 2025Q1: 60,282 shares; 2025Q2: 57,949 shares; 2025Q3: 57,104 shares; 2025Q4: 57,325 shares; 2026Q1: 57,173 shares; 2026Q2: 54,077 shares 54,077 $508K 0.01% -3,096 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,260 shares; 2026Q2: 12,934 shares 12,934 $508K 0.01% -326 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,685 shares; 2024Q4: 9,440 shares; 2025Q1: 5,642 shares; 2025Q2: 5,558 shares; 2025Q3: 5,570 shares; 2025Q4: 5,608 shares; 2026Q1: 5,541 shares; 2026Q2: 4,379 shares 4,379 $507K 0.01% -1,162 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,829 shares; 2025Q1: 11,340 shares; 2025Q2: 11,422 shares; 2025Q3: 11,711 shares; 2025Q4: 12,449 shares; 2026Q1: 12,433 shares; 2026Q2: 12,474 shares 12,474 $506K 0.01% +41 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,021 shares; 2025Q3: 14,111 shares; 2025Q4: 13,894 shares; 2026Q1: 13,315 shares; 2026Q2: 12,706 shares 12,706 $502K 0.01% -609 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,447 shares; 2024Q4: 1,888 shares; 2025Q1: 1,895 shares; 2025Q2: 1,870 shares; 2025Q3: 2,083 shares; 2025Q4: 1,963 shares; 2026Q1: 2,008 shares; 2026Q2: 2,099 shares 2,099 $500K 0.01% +91 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697 shares; 2024Q4: 680 shares; 2025Q1: 686 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 711 shares; 2026Q1: 743 shares; 2026Q2: 659 shares 659 $499K 0.01% -84 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,660 shares; 2024Q4: 14,080 shares; 2025Q1: 12,208 shares; 2025Q2: 12,325 shares; 2025Q3: 12,436 shares; 2025Q4: 14,897 shares; 2026Q1: 16,056 shares; 2026Q2: 11,528 shares 11,528 $499K 0.01% -4,528 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,898 shares; 2024Q4: 2,704 shares; 2025Q1: 2,814 shares; 2025Q2: 2,991 shares; 2025Q3: 2,925 shares; 2025Q4: 1,933 shares; 2026Q1: 1,985 shares; 2026Q2: 1,701 shares 1,701 $499K 0.01% -284 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,854 shares; 2024Q4: 4,781 shares; 2025Q1: 5,113 shares; 2025Q2: 2,715 shares; 2025Q3: 2,399 shares; 2025Q4: 3,216 shares; 2026Q1: 3,439 shares; 2026Q2: 4,670 shares 4,670 $497K 0.01% +1,231 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,125 shares; 2025Q4: 55,323 shares; 2026Q1: 75,993 shares; 2026Q2: 75,252 shares 75,252 $494K 0.01% -741 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,483 shares; 2026Q2: 2,894 shares 2,894 $491K 0.01% -589 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,302 shares; 2024Q4: 15,040 shares; 2025Q1: 12,251 shares; 2025Q2: 8,103 shares; 2025Q3: 7,505 shares; 2025Q4: 9,065 shares; 2026Q1: 12,831 shares; 2026Q2: 6,556 shares 6,556 $491K 0.01% -6,275 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,741 shares; 2024Q4: 1,548 shares; 2025Q1: 1,497 shares; 2025Q2: 1,475 shares; 2025Q3: 1,277 shares; 2025Q4: 1,348 shares; 2026Q1: 1,353 shares; 2026Q2: 1,361 shares 1,361 $490K 0.01% +8 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,167 shares; 2024Q4: 21,584 shares; 2025Q1: 17,164 shares; 2025Q2: 18,581 shares; 2025Q3: 18,042 shares; 2025Q4: 16,753 shares; 2026Q1: 16,255 shares; 2026Q2: 17,539 shares 17,539 $488K 0.01% +1,284 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,607 shares; 2024Q4: 96,268 shares; 2025Q1: 71,416 shares; 2025Q2: 15,778 shares; 2025Q3: 16,548 shares; 2025Q4: 13,948 shares; 2026Q1: 11,734 shares; 2026Q2: 12,631 shares 12,631 $487K 0.01% +897 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,750 shares 13,750 $486K 0.01% new Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,240 shares; 2025Q4: 2,982 shares; 2026Q1: 5,707 shares; 2026Q2: 5,707 shares 5,707 $481K 0.01% 0 Timeline PXI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,396 shares; 2024Q4: 35,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,583 shares; 2026Q1: 18,755 shares; 2026Q2: 8,722 shares 8,722 $480K 0.01% -10,033 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,580 shares; 2024Q4: 7,600 shares; 2025Q1: 7,572 shares; 2025Q2: 7,537 shares; 2025Q3: 6,941 shares; 2025Q4: 6,950 shares; 2026Q1: 6,961 shares; 2026Q2: 6,939 shares 6,939 $480K 0.01% -22 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,701 shares; 2024Q4: 10,968 shares; 2025Q1: 13,360 shares; 2025Q2: 8,711 shares; 2025Q3: 8,341 shares; 2025Q4: 8,012 shares; 2026Q1: 7,145 shares; 2026Q2: 5,754 shares 5,754 $479K 0.01% -1,391 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,948 shares; 2025Q2: 12,514 shares; 2025Q3: 13,154 shares; 2025Q4: 14,656 shares; 2026Q1: 15,586 shares; 2026Q2: 14,756 shares 14,756 $478K 0.01% -830 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,726 shares; 2026Q1: 22,505 shares; 2026Q2: 27,477 shares 27,477 $475K 0.01% +4,972 Timeline HIDE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,613 shares; 2026Q1: 46,964 shares; 2026Q2: 19,857 shares 19,857 $475K 0.01% -27,107 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,251 shares; 2026Q2: 20,461 shares 20,461 $472K 0.01% +5,210 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,400 shares 10,400 $472K 0.01% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,425 shares 21,425 $472K 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,244 shares; 2025Q3: 1,214 shares; 2025Q4: 2,481 shares; 2026Q1: 2,503 shares; 2026Q2: 2,226 shares 2,226 $472K 0.01% -277 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,136 shares; 2024Q4: 8,816 shares; 2025Q1: 11,316 shares; 2025Q2: 10,785 shares; 2025Q3: 9,244 shares; 2025Q4: 8,500 shares; 2026Q1: 8,225 shares; 2026Q2: 6,090 shares 6,090 $469K 0.01% -2,135 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,044 shares; 2024Q4: 9,101 shares; 2025Q1: 7,551 shares; 2025Q2: 6,957 shares; 2025Q3: 7,101 shares; 2025Q4: 9,682 shares; 2026Q1: 9,503 shares; 2026Q2: 11,021 shares 11,021 $469K 0.01% +1,518 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,338 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 1,323 shares; 2025Q4: 1,273 shares; 2026Q1: 1,937 shares; 2026Q2: 1,892 shares 1,892 $469K 0.01% -45 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,815 shares; 2024Q4: 4,403 shares; 2025Q1: 3,334 shares; 2025Q2: 6,639 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,187 shares; 2026Q2: 5,889 shares 5,889 $468K 0.01% -298 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,721 shares; 2024Q4: 6,252 shares; 2025Q1: 6,808 shares; 2025Q2: 6,078 shares; 2025Q3: 6,238 shares; 2025Q4: 6,566 shares; 2026Q1: 6,553 shares; 2026Q2: 5,578 shares 5,578 $467K 0.01% -975 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,730 shares 6,730 $466K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,466 shares; 2025Q3: 27,839 shares; 2025Q4: 26,840 shares; 2026Q1: 26,673 shares; 2026Q2: 33,736 shares 33,736 $466K 0.01% +7,063 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,717 shares; 2024Q4: 8,747 shares; 2025Q1: 9,125 shares; 2025Q2: 9,163 shares; 2025Q3: 11,334 shares; 2025Q4: 11,329 shares; 2026Q1: 17,229 shares; 2026Q2: 9,424 shares 9,424 $465K 0.01% -7,805 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,660 shares 8,660 $464K 0.01% new Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,577 shares; 2024Q4: 18,389 shares; 2025Q1: 18,500 shares; 2025Q2: 13,136 shares; 2025Q3: 12,723 shares; 2025Q4: 10,915 shares; 2026Q1: 9,792 shares; 2026Q2: 7,815 shares 7,815 $464K 0.01% -1,977 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,109 shares; 2024Q4: 14,950 shares; 2025Q1: 15,776 shares; 2025Q2: 13,293 shares; 2025Q3: 12,254 shares; 2025Q4: 12,426 shares; 2026Q1: 45,282 shares; 2026Q2: 38,454 shares 38,454 $460K 0.01% -6,828 Timeline KGRN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,490 shares; 2026Q2: 19,376 shares 19,376 $459K 0.01% -14,114 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,008 shares; 2024Q4: 21,147 shares; 2025Q1: 21,295 shares; 2025Q2: 21,504 shares; 2025Q3: 21,504 shares; 2025Q4: 21,450 shares; 2026Q1: 23,226 shares; 2026Q2: 19,409 shares 19,409 $458K 0.01% -3,817 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,123 shares; 2024Q4: 12,667 shares; 2025Q1: 12,115 shares; 2025Q2: 12,513 shares; 2025Q3: 12,625 shares; 2025Q4: 12,409 shares; 2026Q1: 12,330 shares; 2026Q2: 12,380 shares 12,380 $457K 0.01% +50 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,777 shares; 2024Q4: 9,207 shares; 2025Q1: 4,921 shares; 2025Q2: 4,928 shares; 2025Q3: 6,126 shares; 2025Q4: 7,462 shares; 2026Q1: 9,350 shares; 2026Q2: 9,065 shares 9,065 $457K 0.01% -285 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,985 shares; 2024Q4: 12,461 shares; 2025Q1: 11,546 shares; 2025Q2: 22,524 shares; 2025Q3: 23,716 shares; 2025Q4: 25,566 shares; 2026Q1: 25,537 shares; 2026Q2: 22,709 shares 22,709 $456K 0.01% -2,828 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601,561 shares; 2024Q4: 108,450 shares; 2025Q1: 18,132 shares; 2025Q2: 10,593 shares; 2025Q3: 6,632 shares; 2025Q4: 5,089 shares; 2026Q1: 11,102 shares; 2026Q2: 10,083 shares 10,083 $455K 0.01% -1,019 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,593 shares; 2025Q2: 1,937 shares; 2025Q3: 2,094 shares; 2025Q4: 1,928 shares; 2026Q1: 2,211 shares; 2026Q2: 1,689 shares 1,689 $454K 0.01% -522 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,965 shares; 2024Q4: 21,498 shares; 2025Q1: 21,379 shares; 2025Q2: 18,110 shares; 2025Q3: 18,548 shares; 2025Q4: 18,955 shares; 2026Q1: 18,914 shares; 2026Q2: 20,212 shares 20,212 $453K 0.01% +1,298 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,501 shares; 2024Q4: 12,567 shares; 2025Q1: 12,294 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,343 shares; 2026Q1: 7,736 shares; 2026Q2: 7,724 shares 7,724 $451K 0.01% -12 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,714 shares; 2024Q4: 21,959 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,564 shares; 2026Q2: 8,567 shares 8,567 $451K 0.01% +1,003 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,596 shares 8,596 $449K 0.01% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,759 shares; 2025Q3: 5,005 shares; 2025Q4: 5,738 shares; 2026Q1: 7,185 shares; 2026Q2: 8,553 shares 8,553 $448K 0.01% +1,368 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,576 shares; 2024Q4: 9,545 shares; 2025Q1: 9,589 shares; 2025Q2: 9,647 shares; 2025Q3: 9,699 shares; 2025Q4: 9,751 shares; 2026Q1: 9,801 shares; 2026Q2: 9,785 shares 9,785 $447K 0.01% -16 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,101 shares; 2025Q1: 9,719 shares; 2025Q2: 9,719 shares; 2025Q3: 27,990 shares; 2025Q4: 15,771 shares; 2026Q1: 13,345 shares; 2026Q2: 9,633 shares 9,633 $447K 0.01% -3,712 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,556 shares; 2024Q4: 20,295 shares; 2025Q1: 17,328 shares; 2025Q2: 13,768 shares; 2025Q3: 14,531 shares; 2025Q4: 14,031 shares; 2026Q1: 14,594 shares; 2026Q2: 11,730 shares 11,730 $445K 0.01% -2,864 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,737 shares; 2024Q4: 10,879 shares; 2025Q1: 8,641 shares; 2025Q2: 4,574 shares; 2025Q3: 4,535 shares; 2025Q4: 4,370 shares; 2026Q1: 3,907 shares; 2026Q2: 4,613 shares 4,613 $445K 0.01% +706 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,759 shares; 2024Q4: 14,894 shares; 2025Q1: 12,824 shares; 2025Q2: 13,101 shares; 2025Q3: 13,016 shares; 2025Q4: 13,080 shares; 2026Q1: 12,503 shares; 2026Q2: 8,684 shares 8,684 $443K 0.01% -3,819 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,155 shares; 2025Q3: 21,103 shares; 2025Q4: 20,947 shares; 2026Q1: 21,211 shares; 2026Q2: 21,147 shares 21,147 $439K 0.01% -64 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,906 shares; 2024Q4: 5,936 shares; 2025Q1: 5,995 shares; 2025Q2: 5,831 shares; 2025Q3: 5,823 shares; 2025Q4: 5,750 shares; 2026Q1: 6,245 shares; 2026Q2: 4,913 shares 4,913 $439K 0.01% -1,332 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,422 shares; 2024Q4: 116,657 shares; 2025Q1: 78,252 shares; 2025Q2: 57,784 shares; 2025Q3: 56,884 shares; 2025Q4: 17,210 shares; 2026Q1: 16,104 shares; 2026Q2: 14,482 shares 14,482 $435K 0.01% -1,622 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,512 shares; 2025Q3: 5,429 shares; 2025Q4: 5,403 shares; 2026Q1: 10,138 shares; 2026Q2: 10,009 shares 10,009 $435K 0.01% -129 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,509 shares; 2024Q4: 7,903 shares; 2025Q1: 8,635 shares; 2025Q2: 7,809 shares; 2025Q3: 8,239 shares; 2025Q4: 9,583 shares; 2026Q1: 9,944 shares; 2026Q2: 10,044 shares 10,044 $433K 0.01% +100 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,481 shares; 2024Q4: 64,876 shares; 2025Q1: 62,088 shares; 2025Q2: 61,234 shares; 2025Q3: 59,680 shares; 2025Q4: 40,176 shares; 2026Q1: 39,960 shares; 2026Q2: 16,313 shares 16,313 $432K 0.01% -23,647 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,535 shares 4,535 $431K 0.01% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,025 shares; 2024Q4: 17,492 shares; 2025Q1: 14,514 shares; 2025Q2: 14,518 shares; 2025Q3: 8,141 shares; 2025Q4: 8,171 shares; 2026Q1: 7,188 shares; 2026Q2: 2,136 shares 2,136 $430K 0.01% -5,052 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,230 shares; 2024Q4: 7,049 shares; 2025Q1: 7,316 shares; 2025Q2: 6,950 shares; 2025Q3: 6,978 shares; 2025Q4: 6,786 shares; 2026Q1: 6,613 shares; 2026Q2: 5,189 shares 5,189 $430K 0.01% -1,424 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,369 shares; 2024Q4: 2,957 shares; 2025Q1: not reported; 2025Q2: 2,663 shares; 2025Q3: 2,588 shares; 2025Q4: 2,400 shares; 2026Q1: 5,668 shares; 2026Q2: 4,972 shares 4,972 $429K 0.01% -696 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,772 shares; 2025Q4: 16,737 shares; 2026Q1: 14,545 shares; 2026Q2: 8,351 shares 8,351 $428K 0.01% -6,194 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,917 shares; 2025Q4: 7,862 shares; 2026Q1: 7,042 shares; 2026Q2: 7,589 shares 7,589 $427K 0.01% +547 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,639 shares; 2026Q1: 13,080 shares; 2026Q2: 13,898 shares 13,898 $425K 0.01% +818 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,578 shares; 2024Q4: 6,875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,305 shares; 2026Q2: 17,190 shares 17,190 $424K 0.01% -6,115 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,813 shares; 2024Q4: 1,442 shares; 2025Q1: 1,620 shares; 2025Q2: 6,131 shares; 2025Q3: 6,317 shares; 2025Q4: 5,928 shares; 2026Q1: 5,841 shares; 2026Q2: 4,865 shares 4,865 $423K 0.01% -976 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,016 shares; 2024Q4: 4,861 shares; 2025Q1: 4,662 shares; 2025Q2: 5,835 shares; 2025Q3: 5,446 shares; 2025Q4: 4,888 shares; 2026Q1: 6,864 shares; 2026Q2: 4,435 shares 4,435 $423K 0.01% -2,429 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,641 shares 35,641 $422K 0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,816 shares 21,816 $421K 0.01% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,707 shares; 2025Q3: 8,802 shares; 2025Q4: 12,891 shares; 2026Q1: 15,929 shares; 2026Q2: 16,030 shares 16,030 $420K 0.01% +101 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,949 shares; 2024Q4: 12,805 shares; 2025Q1: 19,873 shares; 2025Q2: 19,098 shares; 2025Q3: 19,161 shares; 2025Q4: 19,345 shares; 2026Q1: 12,788 shares; 2026Q2: 12,529 shares 12,529 $418K 0.01% -259 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,671 shares; 2024Q4: 19,590 shares; 2025Q1: 19,944 shares; 2025Q2: 19,859 shares; 2025Q3: 23,374 shares; 2025Q4: 53,018 shares; 2026Q1: 42,667 shares; 2026Q2: 12,231 shares 12,231 $416K 0.01% -30,436 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,060 shares 4,060 $412K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,819 shares; 2026Q2: 25,921 shares 25,921 $412K 0.01% +102 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,021 shares; 2024Q4: 4,935 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,056 shares 7,056 $411K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,302 shares; 2024Q4: 1,982 shares; 2025Q1: 2,061 shares; 2025Q2: 2,031 shares; 2025Q3: 2,044 shares; 2025Q4: 2,450 shares; 2026Q1: 2,466 shares; 2026Q2: 2,110 shares 2,110 $410K 0.01% -356 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,961 shares; 2026Q2: 11,786 shares 11,786 $408K 0.01% -175 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,383 shares; 2024Q4: 4,366 shares; 2025Q1: 4,257 shares; 2025Q2: 5,052 shares; 2025Q3: 5,010 shares; 2025Q4: 5,109 shares; 2026Q1: 6,215 shares; 2026Q2: 5,641 shares 5,641 $408K 0.01% -574 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,574 shares; 2024Q4: 98,287 shares; 2025Q1: 98,434 shares; 2025Q2: 97,489 shares; 2025Q3: 97,489 shares; 2025Q4: 92,978 shares; 2026Q1: 92,978 shares; 2026Q2: 88,378 shares 88,378 $407K 0.01% -4,600 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,428 shares; 2026Q2: 8,654 shares 8,654 $406K 0.01% -774 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,721 shares; 2025Q4: 13,721 shares; 2026Q1: 19,296 shares; 2026Q2: 17,816 shares 17,816 $405K 0.01% -1,480 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: 2,055 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 2,056 shares; 2026Q2: 1,935 shares 1,935 $404K 0.01% -121 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,266 shares; 2024Q4: 5,961 shares; 2025Q1: 5,861 shares; 2025Q2: 5,861 shares; 2025Q3: 5,507 shares; 2025Q4: 5,302 shares; 2026Q1: 4,172 shares; 2026Q2: 4,532 shares 4,532 $404K 0.01% +360 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,837 shares; 2025Q1: 26,186 shares; 2025Q2: 26,626 shares; 2025Q3: 14,548 shares; 2025Q4: 22,019 shares; 2026Q1: 23,027 shares; 2026Q2: 13,566 shares 13,566 $403K 0.01% -9,461 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,775 shares; 2024Q4: 19,458 shares; 2025Q1: 19,229 shares; 2025Q2: 19,251 shares; 2025Q3: 18,670 shares; 2025Q4: 19,842 shares; 2026Q1: 21,986 shares; 2026Q2: 22,697 shares 22,697 $402K 0.01% +711 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,332 shares; 2025Q3: 8,469 shares; 2025Q4: 11,038 shares; 2026Q1: 14,450 shares; 2026Q2: 14,711 shares 14,711 $402K 0.01% +261 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,501 shares; 2025Q2: 1,524 shares; 2025Q3: 1,632 shares; 2025Q4: 1,659 shares; 2026Q1: 1,867 shares; 2026Q2: 2,400 shares 2,400 $400K 0.01% +533 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 2,622 shares; 2025Q1: 2,568 shares; 2025Q2: 2,564 shares; 2025Q3: 2,565 shares; 2025Q4: 2,514 shares; 2026Q1: 2,775 shares; 2026Q2: 2,769 shares 2,769 $400K 0.01% -6 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,138 shares; 2024Q4: 21,461 shares; 2025Q1: 25,520 shares; 2025Q2: 28,408 shares; 2025Q3: 35,560 shares; 2025Q4: 35,560 shares; 2026Q1: 33,571 shares; 2026Q2: 31,498 shares 31,498 $399K 0.01% -2,073 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,482 shares; 2026Q2: 24,380 shares 24,380 $398K 0.01% +1,898 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,327 shares; 2026Q1: 1,185 shares; 2026Q2: 1,091 shares 1,091 $398K 0.01% -94 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,640 shares; 2025Q2: 8,795 shares; 2025Q3: 9,214 shares; 2025Q4: 9,381 shares; 2026Q1: 1,470 shares; 2026Q2: 1,007 shares 1,007 $397K 0.01% -463 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,601 shares; 2024Q4: 88,328 shares; 2025Q1: 22,758 shares; 2025Q2: 25,672 shares; 2025Q3: 18,104 shares; 2025Q4: 18,436 shares; 2026Q1: 12,186 shares; 2026Q2: 7,935 shares 7,935 $396K 0.01% -4,251 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,640 shares; 2024Q4: 12,592 shares; 2025Q1: 12,604 shares; 2025Q2: 11,551 shares; 2025Q3: 11,551 shares; 2025Q4: 11,551 shares; 2026Q1: 13,355 shares; 2026Q2: 19,190 shares 19,190 $395K 0.01% +5,835 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,749 shares; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,712 shares; 2025Q4: 1,676 shares; 2026Q1: 1,689 shares; 2026Q2: 1,463 shares 1,463 $391K 0.01% -226 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,185 shares 15,185 $391K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,497 shares; 2024Q4: 2,058 shares; 2025Q1: 1,930 shares; 2025Q2: 1,737 shares; 2025Q3: 1,841 shares; 2025Q4: 1,852 shares; 2026Q1: 1,993 shares; 2026Q2: 1,230 shares 1,230 $390K 0.01% -763 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,211 shares; 2024Q4: 4,001 shares; 2025Q1: 3,430 shares; 2025Q2: 2,663 shares; 2025Q3: 2,664 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,618 shares 3,618 $390K 0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,896 shares; 2024Q4: 4,892 shares; 2025Q1: 7,671 shares; 2025Q2: 7,740 shares; 2025Q3: 7,659 shares; 2025Q4: 7,795 shares; 2026Q1: 7,329 shares; 2026Q2: 5,521 shares 5,521 $389K 0.01% -1,808 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,860 shares; 2025Q2: 3,800 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 2,850 shares 2,850 $388K 0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,833 shares 8,833 $387K 0.01% new Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,494 shares; 2024Q4: 8,925 shares; 2025Q1: 8,736 shares; 2025Q2: 8,736 shares; 2025Q3: 8,605 shares; 2025Q4: 8,491 shares; 2026Q1: 8,458 shares; 2026Q2: 8,353 shares 8,353 $385K 0.01% -105 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,201 shares; 2024Q4: 2,120 shares; 2025Q1: 2,125 shares; 2025Q2: 2,095 shares; 2025Q3: 2,102 shares; 2025Q4: 2,153 shares; 2026Q1: 2,179 shares; 2026Q2: 2,228 shares 2,228 $384K 0.01% +49 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,298 shares; 2024Q4: 2,200 shares; 2025Q1: 2,202 shares; 2025Q2: 2,165 shares; 2025Q3: 2,178 shares; 2025Q4: 2,111 shares; 2026Q1: 1,863 shares; 2026Q2: 1,615 shares 1,615 $384K 0.01% -248 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,398 shares; 2025Q2: 10,348 shares; 2025Q3: 10,624 shares; 2025Q4: 10,576 shares; 2026Q1: not reported; 2026Q2: 1,402 shares 1,402 $381K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,684 shares; 2024Q4: 15,483 shares; 2025Q1: 15,592 shares; 2025Q2: 15,123 shares; 2025Q3: 15,420 shares; 2025Q4: 15,998 shares; 2026Q1: 15,364 shares; 2026Q2: 12,059 shares 12,059 $381K 0.01% -3,305 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,271 shares; 2024Q4: 4,644 shares; 2025Q1: 4,491 shares; 2025Q2: 4,288 shares; 2025Q3: 4,359 shares; 2025Q4: 4,404 shares; 2026Q1: 4,803 shares; 2026Q2: 4,435 shares 4,435 $380K 0.01% -368 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,000 shares; 2025Q2: 57,261 shares; 2025Q3: 57,220 shares; 2025Q4: 57,220 shares; 2026Q1: 57,220 shares; 2026Q2: 57,000 shares 57,000 $378K 0.01% -220 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,418 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares; 2026Q1: 8,283 shares; 2026Q2: 8,283 shares 8,283 $378K 0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,698 shares; 2024Q4: 6,665 shares; 2025Q1: 6,665 shares; 2025Q2: 6,668 shares; 2025Q3: 6,668 shares; 2025Q4: 6,665 shares; 2026Q1: 6,668 shares; 2026Q2: 6,632 shares 6,632 $377K 0.01% -36 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares; 2026Q2: 1,074 shares 1,074 $376K 0.01% +112 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,047 shares; 2024Q4: 2,885 shares; 2025Q1: 2,927 shares; 2025Q2: 3,293 shares; 2025Q3: 3,308 shares; 2025Q4: 2,722 shares; 2026Q1: 2,488 shares; 2026Q2: 2,482 shares 2,482 $376K 0.01% -6 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,278 shares; 2025Q3: 9,191 shares; 2025Q4: 10,192 shares; 2026Q1: 9,699 shares; 2026Q2: 10,159 shares 10,159 $373K 0.01% +460 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,571 shares; 2024Q4: 4,147 shares; 2025Q1: 3,570 shares; 2025Q2: 3,346 shares; 2025Q3: 3,416 shares; 2025Q4: 3,232 shares; 2026Q1: 2,992 shares; 2026Q2: 2,521 shares 2,521 $372K 0.01% -471 Timeline TLX TELIX PHARMACEUTICAL LTD More: the full row for TELIX PHARMACEUTICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,240 shares; 2025Q3: 26,208 shares; 2025Q4: 25,285 shares; 2026Q1: 25,035 shares; 2026Q2: 32,295 shares 32,295 $372K 0.01% +7,260 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,823 shares; 2024Q4: 4,273 shares; 2025Q1: 3,636 shares; 2025Q2: 3,379 shares; 2025Q3: 3,175 shares; 2025Q4: 2,630 shares; 2026Q1: 2,619 shares; 2026Q2: 2,386 shares 2,386 $371K 0.01% -233 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,751 shares; 2025Q3: 2,629 shares; 2025Q4: 5,080 shares; 2026Q1: 5,181 shares; 2026Q2: 4,575 shares 4,575 $371K 0.01% -606 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,989 shares; 2024Q4: 9,043 shares; 2025Q1: 8,622 shares; 2025Q2: 8,635 shares; 2025Q3: 8,732 shares; 2025Q4: 8,170 shares; 2026Q1: 8,213 shares; 2026Q2: 7,780 shares 7,780 $370K 0.01% -433 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,142 shares; 2024Q4: 14,428 shares; 2025Q1: 14,841 shares; 2025Q2: 9,239 shares; 2025Q3: 12,994 shares; 2025Q4: 9,618 shares; 2026Q1: 10,276 shares; 2026Q2: 7,980 shares 7,980 $369K 0.01% -2,296 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,306 shares; 2025Q1: 14,600 shares; 2025Q2: 10,827 shares; 2025Q3: 27,627 shares; 2025Q4: 21,471 shares; 2026Q1: 23,267 shares; 2026Q2: 8,063 shares 8,063 $368K 0.01% -15,204 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,379 shares; 2025Q2: 13,400 shares; 2025Q3: 12,191 shares; 2025Q4: 14,071 shares; 2026Q1: 17,821 shares; 2026Q2: 15,170 shares 15,170 $364K 0.01% -2,651 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,167 shares; 2024Q4: 9,975 shares; 2025Q1: 9,970 shares; 2025Q2: 9,180 shares; 2025Q3: 9,180 shares; 2025Q4: 9,180 shares; 2026Q1: 8,492 shares; 2026Q2: 6,222 shares 6,222 $363K 0.01% -2,270 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,614 shares; 2025Q3: 12,927 shares; 2025Q4: 12,727 shares; 2026Q1: 3,854 shares; 2026Q2: 3,679 shares 3,679 $362K 0.01% -175 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,000 shares; 2026Q2: 3,600 shares 3,600 $361K 0.01% -65,400 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,161 shares; 2025Q1: 10,181 shares; 2025Q2: 10,203 shares; 2025Q3: 10,109 shares; 2025Q4: not reported; 2026Q1: 33,651 shares; 2026Q2: 29,904 shares 29,904 $360K 0.01% -3,747 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,241 shares; 2026Q2: 5,804 shares 5,804 $358K 0.01% +1,563 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,633 shares; 2024Q4: 6,633 shares; 2025Q1: 8,052 shares; 2025Q2: 8,077 shares; 2025Q3: 8,444 shares; 2025Q4: 8,521 shares; 2026Q1: 9,010 shares; 2026Q2: 7,628 shares 7,628 $358K 0.01% -1,382 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,838 shares; 2024Q4: 3,941 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,136 shares; 2026Q1: 3,136 shares; 2026Q2: 3,136 shares 3,136 $358K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 2,171 shares; 2025Q1: 2,173 shares; 2025Q2: 2,175 shares; 2025Q3: 2,026 shares; 2025Q4: 2,061 shares; 2026Q1: 2,101 shares; 2026Q2: 1,710 shares 1,710 $357K 0.01% -391 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,416 shares; 2024Q4: 3,125 shares; 2025Q1: 5,931 shares; 2025Q2: 5,734 shares; 2025Q3: 10,832 shares; 2025Q4: 9,758 shares; 2026Q1: 5,191 shares; 2026Q2: 3,114 shares 3,114 $356K 0.01% -2,077 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,315 shares; 2025Q2: 7,840 shares; 2025Q3: 8,215 shares; 2025Q4: 7,911 shares; 2026Q1: 7,774 shares; 2026Q2: 7,504 shares 7,504 $355K 0.01% -270 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,893 shares; 2025Q2: 11,893 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,733 shares; 2026Q2: 10,399 shares 10,399 $355K 0.01% +2,666 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,956 shares; 2024Q4: 14,909 shares; 2025Q1: 14,582 shares; 2025Q2: 10,676 shares; 2025Q3: 14,031 shares; 2025Q4: 10,203 shares; 2026Q1: 7,702 shares; 2026Q2: 5,770 shares 5,770 $353K 0.01% -1,932 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,398 shares; 2025Q3: 21,021 shares; 2025Q4: 17,239 shares; 2026Q1: 5,771 shares; 2026Q2: 6,295 shares 6,295 $353K 0.01% +524 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,971 shares; 2025Q1: 10,258 shares; 2025Q2: 10,187 shares; 2025Q3: 10,304 shares; 2025Q4: 6,256 shares; 2026Q1: 6,193 shares; 2026Q2: 5,898 shares 5,898 $351K 0.01% -295 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,761 shares; 2024Q4: 11,466 shares; 2025Q1: 10,561 shares; 2025Q2: 11,405 shares; 2025Q3: 11,515 shares; 2025Q4: 10,229 shares; 2026Q1: 8,833 shares; 2026Q2: 6,829 shares 6,829 $351K 0.01% -2,004 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,776 shares; 2024Q4: 11,119 shares; 2025Q1: 11,409 shares; 2025Q2: 14,034 shares; 2025Q3: 10,186 shares; 2025Q4: 3,953 shares; 2026Q1: 3,331 shares; 2026Q2: 2,454 shares 2,454 $351K 0.01% -877 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,691 shares; 2026Q2: 5,751 shares 5,751 $351K 0.01% +60 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,045 shares; 2024Q4: 4,087 shares; 2025Q1: 4,203 shares; 2025Q2: 4,276 shares; 2025Q3: 7,780 shares; 2025Q4: 4,623 shares; 2026Q1: 4,106 shares; 2026Q2: 3,070 shares 3,070 $351K 0.01% -1,036 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,741 shares; 2024Q4: 37,191 shares; 2025Q1: 34,441 shares; 2025Q2: 36,721 shares; 2025Q3: 35,341 shares; 2025Q4: 32,949 shares; 2026Q1: not reported; 2026Q2: 16,363 shares 16,363 $350K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,420 shares; 2024Q4: 32,859 shares; 2025Q1: 10,823 shares; 2025Q2: 4,590 shares; 2025Q3: 4,948 shares; 2025Q4: 5,241 shares; 2026Q1: 4,411 shares; 2026Q2: 3,740 shares 3,740 $349K 0.01% -671 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,706 shares; 2024Q4: 6,799 shares; 2025Q1: 6,942 shares; 2025Q2: 6,946 shares; 2025Q3: 5,862 shares; 2025Q4: 5,340 shares; 2026Q1: 5,888 shares; 2026Q2: 3,689 shares 3,689 $349K 0.01% -2,199 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,860 shares; 2024Q4: 37,360 shares; 2025Q1: 58,182 shares; 2025Q2: 57,096 shares; 2025Q3: 55,595 shares; 2025Q4: 58,588 shares; 2026Q1: 62,892 shares; 2026Q2: 59,886 shares 59,886 $348K 0.01% -3,006 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701 shares; 2024Q4: 682 shares; 2025Q1: 620 shares; 2025Q2: 643 shares; 2025Q3: 614 shares; 2025Q4: 593 shares; 2026Q1: 587 shares; 2026Q2: 557 shares 557 $347K 0.01% -30 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 466 shares; 2025Q1: 600 shares; 2025Q2: 562 shares; 2025Q3: 449 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 749 shares 749 $344K 0.01% new Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,000 shares 19,000 $344K 0.01% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,362 shares; 2025Q4: 5,064 shares; 2026Q1: 5,066 shares; 2026Q2: 5,069 shares 5,069 $344K 0.01% +3 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: 1,484 shares; 2025Q4: 1,467 shares; 2026Q1: 3,370 shares; 2026Q2: 2,529 shares 2,529 $341K 0.01% -841 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,056 shares; 2024Q4: 2,363 shares; 2025Q1: 2,384 shares; 2025Q2: 2,281 shares; 2025Q3: 2,087 shares; 2025Q4: 7,636 shares; 2026Q1: 7,656 shares; 2026Q2: 6,881 shares 6,881 $338K 0.01% -775 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,621 shares; 2025Q3: 22,171 shares; 2025Q4: 18,591 shares; 2026Q1: 13,488 shares; 2026Q2: 7,402 shares 7,402 $337K 0.01% -6,086 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,991 shares; 2026Q1: 30,999 shares; 2026Q2: 30,210 shares 30,210 $337K 0.01% -789 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,205 shares; 2024Q4: 3,525 shares; 2025Q1: 3,773 shares; 2025Q2: 3,712 shares; 2025Q3: 3,498 shares; 2025Q4: 3,439 shares; 2026Q1: 3,471 shares; 2026Q2: 2,177 shares 2,177 $334K 0.01% -1,294 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,375 shares; 2026Q1: 1,555 shares; 2026Q2: 2,025 shares 2,025 $334K 0.01% +470 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,493 shares; 2025Q4: not reported; 2026Q1: 8,748 shares; 2026Q2: 7,392 shares 7,392 $333K 0.01% -1,356 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,021 shares; 2026Q2: 3,748 shares 3,748 $333K 0.01% -273 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,269 shares; 2026Q1: 6,268 shares; 2026Q2: 11,083 shares 11,083 $332K 0.01% +4,815 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,767 shares; 2025Q3: 19,499 shares; 2025Q4: 19,934 shares; 2026Q1: 21,063 shares; 2026Q2: 18,818 shares 18,818 $332K 0.01% -2,245 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,807 shares; 2025Q3: 5,868 shares; 2025Q4: 6,274 shares; 2026Q1: 5,517 shares; 2026Q2: 4,750 shares 4,750 $330K 0.01% -767 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: 642 shares; 2025Q1: 609 shares; 2025Q2: 470 shares; 2025Q3: 511 shares; 2025Q4: not reported; 2026Q1: 853 shares; 2026Q2: 876 shares 876 $326K 0.01% +23 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,422 shares 5,422 $326K 0.01% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,937 shares; 2024Q4: 19,636 shares; 2025Q1: 12,941 shares; 2025Q2: 31,690 shares; 2025Q3: 39,518 shares; 2025Q4: 46,091 shares; 2026Q1: 39,137 shares; 2026Q2: 9,430 shares 9,430 $325K 0.01% -29,707 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,758 shares; 2024Q4: 3,485 shares; 2025Q1: 3,123 shares; 2025Q2: 2,403 shares; 2025Q3: 1,624 shares; 2025Q4: 1,654 shares; 2026Q1: 1,670 shares; 2026Q2: 1,710 shares 1,710 $325K 0.01% +40 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,553 shares; 2025Q4: 32,146 shares; 2026Q1: 45,844 shares; 2026Q2: 41,102 shares 41,102 $324K 0.01% -4,742 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,040 shares; 2026Q2: 4,216 shares 4,216 $322K 0.01% +176 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,601 shares; 2024Q4: 9,002 shares; 2025Q1: 8,940 shares; 2025Q2: 8,381 shares; 2025Q3: 6,525 shares; 2025Q4: 5,907 shares; 2026Q1: 4,872 shares; 2026Q2: 3,381 shares 3,381 $321K 0.01% -1,491 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,112 shares 8,112 $317K 0.01% new Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,240 shares; 2026Q2: 25,357 shares 25,357 $317K 0.01% -23,883 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,028 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,736 shares; 2026Q2: 1,752 shares 1,752 $315K 0.01% +16 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,296 shares; 2024Q4: 13,296 shares; 2025Q1: 13,296 shares; 2025Q2: 13,296 shares; 2025Q3: 13,296 shares; 2025Q4: 13,296 shares; 2026Q1: 13,296 shares; 2026Q2: 13,296 shares 13,296 $313K 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,573 shares; 2024Q4: 9,943 shares; 2025Q1: 8,570 shares; 2025Q2: 11,422 shares; 2025Q3: 8,553 shares; 2025Q4: 10,027 shares; 2026Q1: 7,715 shares; 2026Q2: 6,030 shares 6,030 $313K 0.01% -1,685 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,758 shares; 2026Q2: 7,356 shares 7,356 $312K 0.01% -402 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,122 shares; 2025Q4: 8,546 shares; 2026Q1: 7,367 shares; 2026Q2: 6,175 shares 6,175 $312K 0.01% -1,192 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,460 shares; 2024Q4: 2,260 shares; 2025Q1: 2,306 shares; 2025Q2: 2,251 shares; 2025Q3: 2,309 shares; 2025Q4: 2,758 shares; 2026Q1: 2,808 shares; 2026Q2: 1,866 shares 1,866 $311K 0.01% -942 Timeline