NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,751,446 shares; 2025Q1: 1,630,721 shares; 2025Q2: 1,659,911 shares; 2025Q3: 1,685,985 shares; 2025Q4: 1,714,223 shares; 2026Q1: 1,690,306 shares; 2026Q2: 1,712,464 shares; 2026Q3: 1,736,929 shares 1,736,929 $397M 7.2% +24,465 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 462,907 shares; 2025Q1: 473,328 shares; 2025Q2: 472,770 shares; 2025Q3: 478,680 shares; 2025Q4: 497,431 shares; 2026Q1: 492,087 shares; 2026Q2: 489,353 shares; 2026Q3: 494,236 shares 494,236 $165M 2.99% +4,883 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,253 shares; 2025Q1: 161,887 shares; 2025Q2: 173,105 shares; 2025Q3: 176,035 shares; 2025Q4: 192,822 shares; 2026Q1: 184,658 shares; 2026Q2: 194,302 shares; 2026Q3: 188,460 shares 188,460 $139M 2.53% -5,842 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,835 shares; 2025Q1: 18,772 shares; 2025Q2: 18,297 shares; 2025Q3: 22,844 shares; 2025Q4: 90,096 shares; 2026Q1: 85,275 shares; 2026Q2: 111,056 shares; 2026Q3: 112,256 shares 112,256 $120M 2.17% +1,200 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 371,785 shares; 2025Q1: 367,837 shares; 2025Q2: 341,604 shares; 2025Q3: 328,051 shares; 2025Q4: 331,537 shares; 2026Q1: 310,121 shares; 2026Q2: 316,698 shares; 2026Q3: 298,758 shares 298,758 $105M 1.9% -17,940 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159,885 shares; 2025Q1: 158,836 shares; 2025Q2: 167,281 shares; 2025Q3: 170,473 shares; 2025Q4: 183,529 shares; 2026Q1: 185,111 shares; 2026Q2: 193,067 shares; 2026Q3: 197,671 shares 197,671 $101M 1.84% +4,604 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 332,054 shares; 2025Q1: 327,651 shares; 2025Q2: 351,498 shares; 2025Q3: 356,002 shares; 2025Q4: 374,750 shares; 2026Q1: 383,080 shares; 2026Q2: 398,253 shares; 2026Q3: 392,507 shares 392,507 $97.8M 1.77% -5,746 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,758 shares; 2025Q1: 79,386 shares; 2025Q2: 85,970 shares; 2025Q3: 91,730 shares; 2025Q4: 93,411 shares; 2026Q1: 94,167 shares; 2026Q2: 122,036 shares; 2026Q3: 124,564 shares 124,564 $95.4M 1.73% +2,528 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101,602 shares; 2025Q1: 92,775 shares; 2025Q2: 102,972 shares; 2025Q3: 105,715 shares; 2025Q4: 108,988 shares; 2026Q1: 106,085 shares; 2026Q2: 107,744 shares; 2026Q3: 107,579 shares 107,579 $82M 1.49% -165 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128,565 shares; 2025Q1: 133,343 shares; 2025Q2: 143,696 shares; 2025Q3: 139,688 shares; 2025Q4: 139,773 shares; 2026Q1: 139,532 shares; 2026Q2: 145,608 shares; 2026Q3: 145,867 shares 145,867 $54.6M 0.99% +259 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 124,940 shares; 2025Q1: 124,681 shares; 2025Q2: 133,160 shares; 2025Q3: 141,447 shares; 2025Q4: 144,402 shares; 2026Q1: 141,875 shares; 2026Q2: 152,073 shares; 2026Q3: 156,720 shares 156,720 $53.4M 0.97% +4,647 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; 2024Q4: 70,686 shares; 2025Q1: 267,524 shares; 2025Q2: 1,304,511 shares; 2025Q3: 1,524,998 shares; 2025Q4: 1,484,575 shares; 2026Q1: 1,493,640 shares; 2026Q2: 1,003,376 shares; 2026Q3: 1,021,928 shares 1,021,928 $52.4M 0.95% +18,552 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,475 shares; 2025Q1: 96,374 shares; 2025Q2: 102,285 shares; 2025Q3: 107,625 shares; 2025Q4: 216,008 shares; 2026Q1: 221,607 shares; 2026Q2: 259,558 shares; 2026Q3: 259,672 shares 259,672 $50.8M 0.92% +114 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,703 shares; 2025Q1: 39,797 shares; 2025Q2: 39,341 shares; 2025Q3: 63,457 shares; 2025Q4: 76,345 shares; 2026Q1: 89,035 shares; 2026Q2: 98,811 shares; 2026Q3: 98,409 shares 98,409 $44.9M 0.81% -402 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,485 shares; 2025Q1: 45,790 shares; 2025Q2: 75,473 shares; 2025Q3: 64,242 shares; 2025Q4: 75,994 shares; 2026Q1: 76,703 shares; 2026Q2: 77,002 shares; 2026Q3: 69,634 shares 69,634 $42.6M 0.77% -7,368 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,991 shares; 2025Q1: 98,322 shares; 2025Q2: 105,187 shares; 2025Q3: 110,162 shares; 2025Q4: 119,919 shares; 2026Q1: 118,248 shares; 2026Q2: 117,622 shares; 2026Q3: 121,928 shares 121,928 $42M 0.76% +4,306 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282,528 shares; 2025Q1: 317,524 shares; 2025Q2: 380,324 shares; 2025Q3: 426,126 shares; 2025Q4: 407,585 shares; 2026Q1: 452,181 shares; 2026Q2: 427,208 shares; 2026Q3: 457,644 shares 457,644 $41.1M 0.75% +30,436 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,127 shares; 2025Q1: 39,692 shares; 2025Q2: 52,861 shares; 2025Q3: 58,824 shares; 2025Q4: 58,625 shares; 2026Q1: 58,751 shares; 2026Q2: 62,339 shares; 2026Q3: 63,094 shares 63,094 $38.4M 0.7% +755 Timeline BUFR 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; 2024Q4: 455,146 shares; 2025Q1: 508,764 shares; 2025Q2: 570,245 shares; 2025Q3: 682,753 shares; 2025Q4: 754,296 shares; 2026Q1: 843,779 shares; 2026Q2: 872,837 shares; 2026Q3: 979,158 shares 979,158 $36.7M 0.67% +106,321 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,747 shares; 2025Q1: 42,791 shares; 2025Q2: 46,328 shares; 2025Q3: 53,096 shares; 2025Q4: 59,334 shares; 2026Q1: 57,643 shares; 2026Q2: 52,096 shares; 2026Q3: 47,861 shares 47,861 $34.7M 0.63% -4,235 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,367 shares; 2025Q1: 83,452 shares; 2025Q2: 126,826 shares; 2025Q3: 356,767 shares; 2025Q4: 561,682 shares; 2026Q1: 632,427 shares; 2026Q2: 686,551 shares; 2026Q3: 698,125 shares 698,125 $34.1M 0.62% +11,574 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,735 shares; 2025Q1: 24,984 shares; 2025Q2: 27,415 shares; 2025Q3: 30,130 shares; 2025Q4: 36,038 shares; 2026Q1: 40,317 shares; 2026Q2: 43,560 shares; 2026Q3: 45,599 shares 45,599 $32M 0.58% +2,039 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 253,191 shares; 2025Q1: 231,362 shares; 2025Q2: 352,766 shares; 2025Q3: 348,651 shares; 2025Q4: 322,442 shares; 2026Q1: 299,614 shares; 2026Q2: 188,200 shares; 2026Q3: 169,919 shares 169,919 $31.8M 0.58% -18,281 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,923 shares; 2025Q1: 74,764 shares; 2025Q2: 73,875 shares; 2025Q3: 82,386 shares; 2025Q4: 85,046 shares; 2026Q1: 80,696 shares; 2026Q2: 73,460 shares; 2026Q3: 83,390 shares 83,390 $31.8M 0.58% +9,930 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 357,011 shares; 2025Q1: 369,546 shares; 2025Q2: 371,680 shares; 2025Q3: 373,417 shares; 2025Q4: 370,196 shares; 2026Q1: 373,937 shares; 2026Q2: 374,524 shares; 2026Q3: 368,415 shares 368,415 $31.4M 0.57% -6,109 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,346 shares; 2025Q1: not reported; 2025Q2: 184,862 shares; 2025Q3: 299,721 shares; 2025Q4: 433,400 shares; 2026Q1: 446,756 shares; 2026Q2: 534,418 shares; 2026Q3: 554,842 shares 554,842 $30.8M 0.56% +20,424 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216,981 shares; 2025Q3: 393,724 shares; 2025Q4: 577,050 shares; 2026Q1: 566,706 shares; 2026Q2: 612,933 shares; 2026Q3: 1,043,152 shares 1,043,152 $30.8M 0.56% +430,219 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,634 shares; 2025Q1: 78,271 shares; 2025Q2: 80,763 shares; 2025Q3: 83,110 shares; 2025Q4: 85,411 shares; 2026Q1: 87,789 shares; 2026Q2: 91,049 shares; 2026Q3: 86,395 shares 86,395 $30.7M 0.56% -4,654 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,682 shares; 2025Q1: 34,180 shares; 2025Q2: 33,882 shares; 2025Q3: 34,207 shares; 2025Q4: 34,991 shares; 2026Q1: 34,887 shares; 2026Q2: 34,019 shares; 2026Q3: 33,072 shares 33,072 $30.1M 0.55% -947 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 432,761 shares; 2025Q1: 459,417 shares; 2025Q2: 506,488 shares; 2025Q3: 442,260 shares; 2025Q4: 323,449 shares; 2026Q1: 360,739 shares; 2026Q2: 357,875 shares; 2026Q3: 364,024 shares 364,024 $28.5M 0.52% +6,149 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,061 shares; 2025Q1: 22,298 shares; 2025Q2: 28,201 shares; 2025Q3: 25,968 shares; 2025Q4: 25,368 shares; 2026Q1: 31,915 shares; 2026Q2: 51,635 shares; 2026Q3: 48,525 shares 48,525 $27.6M 0.5% -3,110 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,220 shares; 2025Q1: 77,534 shares; 2025Q2: 135,095 shares; 2025Q3: 159,944 shares; 2025Q4: 176,800 shares; 2026Q1: 188,716 shares; 2026Q2: 199,584 shares; 2026Q3: 210,705 shares 210,705 $25.9M 0.47% +11,121 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,573 shares; 2025Q1: 20,982 shares; 2025Q2: 25,166 shares; 2025Q3: 23,786 shares; 2025Q4: 24,984 shares; 2026Q1: 22,767 shares; 2026Q2: 21,346 shares; 2026Q3: 97,590 shares 97,590 $25.8M 0.47% +76,244 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 288,662 shares; 2025Q1: 289,563 shares; 2025Q2: 381,734 shares; 2025Q3: 396,762 shares; 2025Q4: 419,153 shares; 2026Q1: 446,342 shares; 2026Q2: 539,194 shares; 2026Q3: 716,173 shares 716,173 $25.7M 0.47% +176,979 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 433,485 shares; 2025Q1: 425,432 shares; 2025Q2: 456,275 shares; 2025Q3: 363,286 shares; 2025Q4: 366,754 shares; 2026Q1: 426,385 shares; 2026Q2: 603,599 shares; 2026Q3: 753,242 shares 753,242 $24.5M 0.44% +149,643 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161,058 shares; 2025Q1: 219,929 shares; 2025Q2: 281,700 shares; 2025Q3: 335,270 shares; 2025Q4: 323,909 shares; 2026Q1: 312,515 shares; 2026Q2: 412,854 shares; 2026Q3: 480,475 shares 480,475 $24.2M 0.44% +67,621 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,825 shares; 2025Q1: 100,725 shares; 2025Q2: 113,592 shares; 2025Q3: 117,356 shares; 2025Q4: 265,732 shares; 2026Q1: 298,228 shares; 2026Q2: 264,290 shares; 2026Q3: 308,926 shares 308,926 $24.1M 0.44% +44,636 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 493,849 shares; 2025Q1: 490,765 shares; 2025Q2: 440,900 shares; 2025Q3: 403,092 shares; 2025Q4: 369,935 shares; 2026Q1: 349,193 shares; 2026Q2: 325,573 shares; 2026Q3: 334,981 shares 334,981 $22.4M 0.41% +9,408 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 289,661 shares; 2025Q1: 283,145 shares; 2025Q2: 279,418 shares; 2025Q3: 293,050 shares; 2025Q4: 296,838 shares; 2026Q1: 289,291 shares; 2026Q2: 293,654 shares; 2026Q3: 304,795 shares 304,795 $21.9M 0.4% +11,141 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 334,214 shares; 2025Q1: 296,908 shares; 2025Q2: 283,161 shares; 2025Q3: 270,093 shares; 2025Q4: 318,348 shares; 2026Q1: 309,893 shares; 2026Q2: 351,960 shares; 2026Q3: 357,660 shares 357,660 $21.9M 0.4% +5,700 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,795 shares; 2025Q1: 28,214 shares; 2025Q2: 54,161 shares; 2025Q3: 86,894 shares; 2025Q4: 162,836 shares; 2026Q1: 127,165 shares; 2026Q2: 140,190 shares; 2026Q3: 197,517 shares 197,517 $19.9M 0.36% +57,327 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,645 shares; 2025Q1: 21,016 shares; 2025Q2: 9,065 shares; 2025Q3: 9,783 shares; 2025Q4: 12,975 shares; 2026Q1: 11,615 shares; 2026Q2: 13,511 shares; 2026Q3: 17,076 shares 17,076 $19.8M 0.36% +3,565 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,578 shares; 2025Q1: 32,965 shares; 2025Q2: 38,087 shares; 2025Q3: 37,955 shares; 2025Q4: 37,303 shares; 2026Q1: 37,626 shares; 2026Q2: 39,608 shares; 2026Q3: 39,601 shares 39,601 $19.7M 0.36% -7 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,848 shares; 2025Q1: 28,829 shares; 2025Q2: 45,178 shares; 2025Q3: 47,169 shares; 2025Q4: 60,918 shares; 2026Q1: 88,038 shares; 2026Q2: 197,774 shares; 2026Q3: 228,540 shares 228,540 $19.4M 0.35% +30,766 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,584 shares; 2025Q1: 76,968 shares; 2025Q2: 171,744 shares; 2025Q3: 197,072 shares; 2025Q4: 266,408 shares; 2026Q1: 247,197 shares; 2026Q2: 263,624 shares; 2026Q3: 279,286 shares 279,286 $19.3M 0.35% +15,662 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139,965 shares; 2025Q1: 148,745 shares; 2025Q2: 153,827 shares; 2025Q3: 152,706 shares; 2025Q4: 163,192 shares; 2026Q1: 163,734 shares; 2026Q2: 158,800 shares; 2026Q3: 185,498 shares 185,498 $19.3M 0.35% +26,698 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,132 shares; 2025Q4: 5,318 shares; 2026Q1: 6,490 shares; 2026Q2: 15,656 shares; 2026Q3: 11,079 shares 11,079 $19.3M 0.35% -4,577 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,335 shares; 2025Q1: 81,786 shares; 2025Q2: 89,194 shares; 2025Q3: 102,550 shares; 2025Q4: 106,243 shares; 2026Q1: 112,955 shares; 2026Q2: 111,690 shares; 2026Q3: 115,377 shares 115,377 $19.2M 0.35% +3,687 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,614 shares; 2025Q1: 6,088 shares; 2025Q2: 9,057 shares; 2025Q3: 23,871 shares; 2025Q4: 36,283 shares; 2026Q1: 41,652 shares; 2026Q2: 56,777 shares; 2026Q3: 60,612 shares 60,612 $18.5M 0.33% +3,835 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,403 shares; 2025Q1: 49,542 shares; 2025Q2: 56,442 shares; 2025Q3: 56,054 shares; 2025Q4: 52,642 shares; 2026Q1: 55,313 shares; 2026Q2: 48,369 shares; 2026Q3: 45,557 shares 45,557 $18.1M 0.33% -2,812 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,611 shares; 2025Q1: 30,090 shares; 2025Q2: 29,590 shares; 2025Q3: 30,799 shares; 2025Q4: 31,601 shares; 2026Q1: 32,419 shares; 2026Q2: 201,898 shares; 2026Q3: 198,179 shares 198,179 $17.9M 0.32% -3,719 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,762 shares; 2025Q1: 109,896 shares; 2025Q2: 124,987 shares; 2025Q3: 174,775 shares; 2025Q4: 180,982 shares; 2026Q1: 177,059 shares; 2026Q2: 159,417 shares; 2026Q3: 171,336 shares 171,336 $17.7M 0.32% +11,919 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,011 shares; 2025Q1: 10,190 shares; 2025Q2: 39,333 shares; 2025Q3: 13,955 shares; 2025Q4: 13,170 shares; 2026Q1: 16,797 shares; 2026Q2: 62,654 shares; 2026Q3: 66,547 shares 66,547 $17.6M 0.32% +3,893 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,335 shares; 2025Q1: 11,427 shares; 2025Q2: 14,469 shares; 2025Q3: 16,192 shares; 2025Q4: 14,430 shares; 2026Q1: 14,715 shares; 2026Q2: 128,008 shares; 2026Q3: 133,809 shares 133,809 $16.8M 0.31% +5,801 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 532,934 shares; 2025Q1: 556,886 shares; 2025Q2: 403,178 shares; 2025Q3: 405,343 shares; 2025Q4: 400,857 shares; 2026Q1: 418,090 shares; 2026Q2: 418,522 shares; 2026Q3: 408,959 shares 408,959 $16.6M 0.3% -9,563 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,183 shares; 2025Q1: 47,633 shares; 2025Q2: 48,922 shares; 2025Q3: 49,573 shares; 2025Q4: 56,834 shares; 2026Q1: 57,328 shares; 2026Q2: 56,482 shares; 2026Q3: 56,693 shares 56,693 $16.6M 0.3% +211 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,570 shares; 2025Q4: 111,510 shares; 2026Q1: 125,226 shares; 2026Q2: 150,233 shares; 2026Q3: 170,465 shares 170,465 $16M 0.29% +20,232 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 218,127 shares; 2025Q1: 212,543 shares; 2025Q2: 204,643 shares; 2025Q3: 200,877 shares; 2025Q4: 197,717 shares; 2026Q1: 174,972 shares; 2026Q2: 145,174 shares; 2026Q3: 130,804 shares 130,804 $15.7M 0.29% -14,370 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; 2024Q4: 48,126 shares; 2025Q1: 141,786 shares; 2025Q2: 79,685 shares; 2025Q3: 125,031 shares; 2025Q4: 168,944 shares; 2026Q1: 353,289 shares; 2026Q2: 204,210 shares; 2026Q3: 222,548 shares 222,548 $15.6M 0.28% +18,338 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,626 shares; 2025Q1: 21,668 shares; 2025Q2: 22,936 shares; 2025Q3: 32,303 shares; 2025Q4: 40,661 shares; 2026Q1: 84,381 shares; 2026Q2: 68,910 shares; 2026Q3: 56,079 shares 56,079 $15.6M 0.28% -12,831 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353,597 shares; 2026Q2: 381,932 shares; 2026Q3: 421,888 shares 421,888 $15.3M 0.28% +39,956 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,076 shares; 2025Q1: 45,246 shares; 2025Q2: 44,584 shares; 2025Q3: 45,096 shares; 2025Q4: 48,573 shares; 2026Q1: 41,936 shares; 2026Q2: 43,575 shares; 2026Q3: 45,301 shares 45,301 $15M 0.27% +1,726 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,502 shares; 2025Q1: 4,718 shares; 2025Q2: 4,735 shares; 2025Q3: 6,915 shares; 2025Q4: 5,805 shares; 2026Q1: 7,930 shares; 2026Q2: 23,882 shares; 2026Q3: 27,753 shares 27,753 $14.9M 0.27% +3,871 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,073 shares; 2025Q1: 14,831 shares; 2025Q2: 15,304 shares; 2025Q3: 15,191 shares; 2025Q4: 16,072 shares; 2026Q1: 15,957 shares; 2026Q2: 18,157 shares; 2026Q3: 17,738 shares 17,738 $14.4M 0.26% -419 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,357 shares; 2025Q1: 38,115 shares; 2025Q2: 46,401 shares; 2025Q3: 39,399 shares; 2025Q4: 81,033 shares; 2026Q1: 84,224 shares; 2026Q2: 88,483 shares; 2026Q3: 92,253 shares 92,253 $14.1M 0.26% +3,770 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,469 shares; 2025Q1: 18,735 shares; 2025Q2: 22,829 shares; 2025Q3: 20,960 shares; 2025Q4: 22,965 shares; 2026Q1: 24,267 shares; 2026Q2: 148,916 shares; 2026Q3: 152,427 shares 152,427 $14.1M 0.26% +3,511 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 858,785 shares; 2026Q1: 1,156,813 shares; 2026Q2: 1,254,525 shares; 2026Q3: 1,122,211 shares 1,122,211 $14.1M 0.26% -132,314 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; 2024Q4: 24,375 shares; 2025Q1: 27,070 shares; 2025Q2: not reported; 2025Q3: 3,595 shares; 2025Q4: 4,690 shares; 2026Q1: 5,427 shares; 2026Q2: 39,965 shares; 2026Q3: 49,849 shares 49,849 $13.8M 0.25% +9,884 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,710 shares; 2026Q3: 90,616 shares 90,616 $13.7M 0.25% +56,906 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,107 shares; 2025Q1: 56,018 shares; 2025Q2: 83,580 shares; 2025Q3: 156,490 shares; 2025Q4: 192,638 shares; 2026Q1: 166,544 shares; 2026Q2: 151,131 shares; 2026Q3: 153,208 shares 153,208 $13.5M 0.24% +2,077 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,741 shares; 2025Q1: 68,381 shares; 2025Q2: 43,749 shares; 2025Q3: 43,829 shares; 2025Q4: 44,149 shares; 2026Q1: 46,453 shares; 2026Q2: 47,935 shares; 2026Q3: 50,277 shares 50,277 $13.2M 0.24% +2,342 Timeline XQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,370 shares; 2026Q2: 155,229 shares; 2026Q3: 252,872 shares 252,872 $12.8M 0.23% +97,643 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,691 shares; 2025Q1: 6,145 shares; 2025Q2: 9,137 shares; 2025Q3: 8,182 shares; 2025Q4: 10,982 shares; 2026Q1: 13,582 shares; 2026Q2: 14,256 shares; 2026Q3: 13,435 shares 13,435 $12.8M 0.23% -821 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,537 shares; 2025Q1: 57,532 shares; 2025Q2: 62,199 shares; 2025Q3: 64,722 shares; 2025Q4: 66,782 shares; 2026Q1: 72,110 shares; 2026Q2: 77,062 shares; 2026Q3: 82,148 shares 82,148 $12.7M 0.23% +5,086 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 249,372 shares 249,372 $12.6M 0.23% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 77,044 shares 77,044 $12.5M 0.23% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158,657 shares; 2025Q1: 284,013 shares; 2025Q2: 377,916 shares; 2025Q3: 422,866 shares; 2025Q4: 537,230 shares; 2026Q1: 535,660 shares; 2026Q2: 227,639 shares; 2026Q3: 247,805 shares 247,805 $12.5M 0.23% +20,166 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137,283 shares; 2025Q1: 134,208 shares; 2025Q2: 133,461 shares; 2025Q3: 135,631 shares; 2025Q4: 129,055 shares; 2026Q1: 126,479 shares; 2026Q2: 122,445 shares; 2026Q3: 116,521 shares 116,521 $12.3M 0.22% -5,924 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,037 shares; 2025Q1: 51,396 shares; 2025Q2: 46,803 shares; 2025Q3: 52,984 shares; 2025Q4: 54,866 shares; 2026Q1: 55,944 shares; 2026Q2: 56,892 shares; 2026Q3: 59,327 shares 59,327 $12.3M 0.22% +2,435 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,054 shares; 2025Q1: 34,130 shares; 2025Q2: 32,788 shares; 2025Q3: 32,745 shares; 2025Q4: 32,709 shares; 2026Q1: 31,577 shares; 2026Q2: 32,793 shares; 2026Q3: 33,989 shares 33,989 $12.2M 0.22% +1,196 Timeline TSPA 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; 2024Q4: 131,856 shares; 2025Q1: 181,412 shares; 2025Q2: 186,719 shares; 2025Q3: 181,457 shares; 2025Q4: 202,264 shares; 2026Q1: 206,497 shares; 2026Q2: 245,872 shares; 2026Q3: 252,567 shares 252,567 $12.2M 0.22% +6,695 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 172,385 shares; 2025Q1: 92,302 shares; 2025Q2: 82,338 shares; 2025Q3: 75,262 shares; 2025Q4: 163,239 shares; 2026Q1: 233,796 shares; 2026Q2: 176,610 shares; 2026Q3: 197,936 shares 197,936 $12.2M 0.22% +21,326 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,568 shares; 2025Q1: 146,667 shares; 2025Q2: 162,068 shares; 2025Q3: 193,665 shares; 2025Q4: 231,369 shares; 2026Q1: 221,660 shares; 2026Q2: 251,018 shares; 2026Q3: 256,325 shares 256,325 $12.2M 0.22% +5,307 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,995 shares; 2025Q1: 33,547 shares; 2025Q2: 39,167 shares; 2025Q3: 44,112 shares; 2025Q4: 44,770 shares; 2026Q1: 50,978 shares; 2026Q2: 55,550 shares; 2026Q3: 58,234 shares 58,234 $12.1M 0.22% +2,684 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,098 shares; 2025Q1: 58,110 shares; 2025Q2: 62,414 shares; 2025Q3: 62,062 shares; 2025Q4: 69,694 shares; 2026Q1: 111,306 shares; 2026Q2: 141,441 shares; 2026Q3: 147,623 shares 147,623 $12M 0.22% +6,182 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 419,116 shares; 2026Q3: 571,521 shares 571,521 $11.9M 0.22% +152,405 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234,694 shares; 2025Q3: 212,960 shares; 2025Q4: 361,586 shares; 2026Q1: 369,641 shares; 2026Q2: 374,632 shares; 2026Q3: 362,619 shares 362,619 $11.7M 0.21% -12,013 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,637 shares; 2025Q1: 72,250 shares; 2025Q2: 142,064 shares; 2025Q3: 164,702 shares; 2025Q4: 201,235 shares; 2026Q1: 173,720 shares; 2026Q2: 190,508 shares; 2026Q3: 216,029 shares 216,029 $11.5M 0.21% +25,521 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,079 shares; 2025Q1: 50,307 shares; 2025Q2: 88,267 shares; 2025Q3: 87,539 shares; 2025Q4: 173,035 shares; 2026Q1: 171,199 shares; 2026Q2: 166,076 shares; 2026Q3: 164,700 shares 164,700 $11.4M 0.21% -1,376 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 111,646 shares; 2025Q2: 172,622 shares; 2025Q3: 192,664 shares; 2025Q4: 203,947 shares; 2026Q1: 203,532 shares; 2026Q2: 204,873 shares; 2026Q3: 202,969 shares 202,969 $11.4M 0.21% -1,904 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,851 shares; 2025Q1: 47,552 shares; 2025Q2: 44,821 shares; 2025Q3: 36,452 shares; 2025Q4: 37,562 shares; 2026Q1: 44,887 shares; 2026Q2: 44,496 shares; 2026Q3: 66,204 shares 66,204 $11.1M 0.2% +21,708 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,441 shares; 2025Q1: 9,688 shares; 2025Q2: 6,963 shares; 2025Q3: 7,009 shares; 2025Q4: 9,589 shares; 2026Q1: 14,228 shares; 2026Q2: 22,350 shares; 2026Q3: 21,774 shares 21,774 $11.1M 0.2% -576 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,537 shares; 2025Q1: 105,013 shares; 2025Q2: 116,606 shares; 2025Q3: 117,148 shares; 2025Q4: 117,907 shares; 2026Q1: 118,409 shares; 2026Q2: 119,895 shares; 2026Q3: 120,873 shares 120,873 $11.1M 0.2% +978 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,497 shares; 2025Q1: 49,817 shares; 2025Q2: 50,707 shares; 2025Q3: 49,317 shares; 2025Q4: 47,777 shares; 2026Q1: 47,462 shares; 2026Q2: 215,557 shares; 2026Q3: 223,148 shares 223,148 $11.1M 0.2% +7,591 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,424 shares; 2025Q1: 99,095 shares; 2025Q2: 153,797 shares; 2025Q3: 253,930 shares; 2025Q4: 403,492 shares; 2026Q1: 283,261 shares; 2026Q2: 209,657 shares; 2026Q3: 197,218 shares 197,218 $10.8M 0.2% -12,439 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,912 shares; 2025Q1: 28,150 shares; 2025Q2: 25,058 shares; 2025Q3: 25,326 shares; 2025Q4: 28,508 shares; 2026Q1: 28,915 shares; 2026Q2: 38,636 shares; 2026Q3: 40,492 shares 40,492 $10.7M 0.19% +1,856 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,077 shares; 2025Q1: 77,101 shares; 2025Q2: 74,117 shares; 2025Q3: 70,795 shares; 2025Q4: 96,386 shares; 2026Q1: 85,188 shares; 2026Q2: 94,371 shares; 2026Q3: 88,721 shares 88,721 $10.7M 0.19% -5,650 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,662 shares; 2025Q1: 40,357 shares; 2025Q2: 52,824 shares; 2025Q3: 65,100 shares; 2025Q4: 71,812 shares; 2026Q1: 61,271 shares; 2026Q2: 52,900 shares; 2026Q3: 69,736 shares 69,736 $10.6M 0.19% +16,836 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; 2024Q4: 3,602 shares; 2025Q1: not reported; 2025Q2: 6,391 shares; 2025Q3: 23,223 shares; 2025Q4: 40,879 shares; 2026Q1: 44,031 shares; 2026Q2: 52,042 shares; 2026Q3: 53,662 shares 53,662 $10.5M 0.19% +1,620 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 162,977 shares; 2025Q1: 173,497 shares; 2025Q2: 175,117 shares; 2025Q3: 218,961 shares; 2025Q4: 223,630 shares; 2026Q1: 229,090 shares; 2026Q2: 235,207 shares; 2026Q3: 245,458 shares 245,458 $10.3M 0.19% +10,251 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 193,471 shares; 2025Q1: 120,486 shares; 2025Q2: 122,567 shares; 2025Q3: 130,238 shares; 2025Q4: 164,195 shares; 2026Q1: 125,483 shares; 2026Q2: 125,884 shares; 2026Q3: 130,427 shares 130,427 $10.2M 0.18% +4,543 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,860 shares; 2025Q1: 113,141 shares; 2025Q2: 156,282 shares; 2025Q3: 144,135 shares; 2025Q4: 130,733 shares; 2026Q1: 115,148 shares; 2026Q2: 114,972 shares; 2026Q3: 109,424 shares 109,424 $10M 0.18% -5,548 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,599 shares; 2025Q1: 40,035 shares; 2025Q2: 40,692 shares; 2025Q3: 41,114 shares; 2025Q4: 41,071 shares; 2026Q1: 41,732 shares; 2026Q2: 42,697 shares; 2026Q3: 42,909 shares 42,909 $10M 0.18% +212 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,325 shares; 2025Q1: 76,697 shares; 2025Q2: 134,353 shares; 2025Q3: 109,030 shares; 2025Q4: 163,190 shares; 2026Q1: 157,612 shares; 2026Q2: 154,529 shares; 2026Q3: 163,658 shares 163,658 $10M 0.18% +9,129 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; 2024Q4: 87,711 shares; 2025Q1: 84,469 shares; 2025Q2: 90,649 shares; 2025Q3: 104,011 shares; 2025Q4: 109,482 shares; 2026Q1: 113,941 shares; 2026Q2: 96,011 shares; 2026Q3: 98,496 shares 98,496 $9.96M 0.18% +2,485 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; 2024Q4: 69,976 shares; 2025Q1: 133,138 shares; 2025Q2: 145,488 shares; 2025Q3: 161,048 shares; 2025Q4: 224,320 shares; 2026Q1: 221,762 shares; 2026Q2: 269,167 shares; 2026Q3: 245,642 shares 245,642 $9.92M 0.18% -23,525 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,379 shares; 2025Q4: 54,393 shares; 2026Q1: 67,319 shares; 2026Q2: 109,103 shares; 2026Q3: 161,578 shares 161,578 $9.86M 0.18% +52,475 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,779 shares; 2025Q1: 53,459 shares; 2025Q2: 40,266 shares; 2025Q3: 26,824 shares; 2025Q4: 30,856 shares; 2026Q1: 39,412 shares; 2026Q2: 113,523 shares; 2026Q3: 124,599 shares 124,599 $9.69M 0.18% +11,076 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,242 shares; 2025Q1: 13,619 shares; 2025Q2: 13,944 shares; 2025Q3: 13,965 shares; 2025Q4: 19,501 shares; 2026Q1: 21,888 shares; 2026Q2: 33,461 shares; 2026Q3: 29,190 shares 29,190 $9.59M 0.17% -4,271 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 281,892 shares; 2025Q1: 274,473 shares; 2025Q2: 279,059 shares; 2025Q3: 288,145 shares; 2025Q4: 291,228 shares; 2026Q1: 273,308 shares; 2026Q2: 460,273 shares; 2026Q3: 498,617 shares 498,617 $9.52M 0.17% +38,344 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,592 shares; 2025Q1: 21,065 shares; 2025Q2: 24,600 shares; 2025Q3: 28,316 shares; 2025Q4: 28,164 shares; 2026Q1: 28,970 shares; 2026Q2: 29,365 shares; 2026Q3: 30,364 shares 30,364 $9.48M 0.17% +999 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,039 shares; 2025Q2: 4,039 shares; 2025Q3: 5,990 shares; 2025Q4: 14,774 shares; 2026Q1: 10,262 shares; 2026Q2: 10,783 shares; 2026Q3: 10,241 shares 10,241 $9.45M 0.17% -542 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,482 shares; 2025Q1: 21,402 shares; 2025Q2: 21,726 shares; 2025Q3: 23,279 shares; 2025Q4: 26,141 shares; 2026Q1: 36,778 shares; 2026Q2: 42,086 shares; 2026Q3: 43,440 shares 43,440 $9.39M 0.17% +1,354 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 178,913 shares; 2025Q1: 152,610 shares; 2025Q2: 137,443 shares; 2025Q3: 142,981 shares; 2025Q4: 186,728 shares; 2026Q1: 187,928 shares; 2026Q2: 180,844 shares; 2026Q3: 165,782 shares 165,782 $9.32M 0.17% -15,062 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,285 shares; 2025Q3: 131,963 shares; 2025Q4: 86,624 shares; 2026Q1: 437,145 shares; 2026Q2: 406,263 shares; 2026Q3: 466,596 shares 466,596 $9.21M 0.17% +60,333 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,215 shares; 2025Q1: 50,626 shares; 2025Q2: 58,913 shares; 2025Q3: 66,495 shares; 2025Q4: 133,867 shares; 2026Q1: 115,004 shares; 2026Q2: 125,437 shares; 2026Q3: 131,549 shares 131,549 $9.21M 0.17% +6,112 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,247 shares; 2025Q1: 45,035 shares; 2025Q2: 45,271 shares; 2025Q3: 46,100 shares; 2025Q4: 49,723 shares; 2026Q1: 50,191 shares; 2026Q2: 67,112 shares; 2026Q3: 87,814 shares 87,814 $8.83M 0.16% +20,702 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,463 shares; 2025Q1: 11,732 shares; 2025Q2: 20,398 shares; 2025Q3: 19,491 shares; 2025Q4: 157,534 shares; 2026Q1: 169,612 shares; 2026Q2: 128,141 shares; 2026Q3: 126,467 shares 126,467 $8.8M 0.16% -1,674 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,338 shares; 2025Q1: 82,034 shares; 2025Q2: 77,654 shares; 2025Q3: 87,983 shares; 2025Q4: 96,809 shares; 2026Q1: 85,856 shares; 2026Q2: 98,538 shares; 2026Q3: 81,640 shares 81,640 $8.79M 0.16% -16,898 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,204 shares; 2025Q1: 19,349 shares; 2025Q2: 27,590 shares; 2025Q3: 27,155 shares; 2025Q4: 27,591 shares; 2026Q1: 28,093 shares; 2026Q2: 27,569 shares; 2026Q3: 26,008 shares 26,008 $8.79M 0.16% -1,561 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,940 shares; 2025Q1: 25,727 shares; 2025Q2: 33,151 shares; 2025Q3: 40,558 shares; 2025Q4: 40,573 shares; 2026Q1: 22,475 shares; 2026Q2: 47,508 shares; 2026Q3: 32,980 shares 32,980 $8.74M 0.16% -14,528 Timeline UYLD 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; 2024Q4: 89,031 shares; 2025Q1: 123,250 shares; 2025Q2: 131,674 shares; 2025Q3: 150,744 shares; 2025Q4: 177,543 shares; 2026Q1: 176,778 shares; 2026Q2: 172,333 shares; 2026Q3: 172,125 shares 172,125 $8.73M 0.16% -208 Timeline CAPITOL SER TR CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 351,147 shares 351,147 $8.7M 0.16% new XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,965 shares; 2025Q1: 27,085 shares; 2025Q2: 25,736 shares; 2025Q3: 29,814 shares; 2025Q4: 31,241 shares; 2026Q1: 42,394 shares; 2026Q2: 52,921 shares; 2026Q3: 50,617 shares 50,617 $8.45M 0.15% -2,304 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,286 shares; 2025Q1: 43,875 shares; 2025Q2: 43,834 shares; 2025Q3: 42,576 shares; 2025Q4: 52,906 shares; 2026Q1: 53,252 shares; 2026Q2: 35,194 shares; 2026Q3: 37,773 shares 37,773 $8.39M 0.15% +2,579 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; 2024Q4: 53,893 shares; 2025Q1: 48,788 shares; 2025Q2: 48,482 shares; 2025Q3: 51,630 shares; 2025Q4: 50,490 shares; 2026Q1: 51,618 shares; 2026Q2: 50,242 shares; 2026Q3: 51,153 shares 51,153 $8.39M 0.15% +911 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; 2024Q4: 1,307,048 shares; 2025Q1: 1,731,306 shares; 2025Q2: 1,159,542 shares; 2025Q3: 1,172,728 shares; 2025Q4: 1,548,882 shares; 2026Q1: 1,396,710 shares; 2026Q2: 760,481 shares; 2026Q3: 758,449 shares 758,449 $8.34M 0.15% -2,032 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,848 shares; 2025Q1: 32,466 shares; 2025Q2: 38,907 shares; 2025Q3: 38,391 shares; 2025Q4: 138,416 shares; 2026Q1: 143,675 shares; 2026Q2: 179,345 shares; 2026Q3: 186,096 shares 186,096 $8.2M 0.15% +6,751 Timeline ISVL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,580 shares; 2026Q1: 145,438 shares; 2026Q2: 151,692 shares; 2026Q3: 151,403 shares 151,403 $8.14M 0.15% -289 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; 2024Q4: 655,681 shares; 2025Q1: 1,158,424 shares; 2025Q2: 803,505 shares; 2025Q3: 832,440 shares; 2025Q4: 729,714 shares; 2026Q1: 731,544 shares; 2026Q2: 717,418 shares; 2026Q3: 580,408 shares 580,408 $8.14M 0.15% -137,010 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,936 shares; 2025Q3: 101,437 shares; 2025Q4: 130,715 shares; 2026Q1: 209,118 shares; 2026Q2: 220,470 shares; 2026Q3: 225,715 shares 225,715 $8.12M 0.15% +5,245 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,497 shares; 2025Q4: 209,819 shares; 2026Q1: 239,244 shares; 2026Q2: 264,275 shares; 2026Q3: 306,379 shares 306,379 $8.1M 0.15% +42,104 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; 2024Q4: 107,171 shares; 2025Q1: 325,304 shares; 2025Q2: 318,438 shares; 2025Q3: 201,023 shares; 2025Q4: 206,216 shares; 2026Q1: 182,302 shares; 2026Q2: 206,369 shares; 2026Q3: 231,389 shares 231,389 $8.09M 0.15% +25,020 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,532 shares; 2025Q1: 25,549 shares; 2025Q2: 28,266 shares; 2025Q3: 28,123 shares; 2025Q4: 30,477 shares; 2026Q1: 31,149 shares; 2026Q2: 31,227 shares; 2026Q3: 28,217 shares 28,217 $8.03M 0.15% -3,010 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,565 shares; 2025Q1: 56,493 shares; 2025Q2: 52,108 shares; 2025Q3: 51,061 shares; 2025Q4: 52,367 shares; 2026Q1: 55,102 shares; 2026Q2: 58,984 shares; 2026Q3: 58,862 shares 58,862 $8.01M 0.15% -122 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,270 shares; 2026Q1: 5,940 shares; 2026Q2: 9,388 shares; 2026Q3: 8,235 shares 8,235 $8M 0.15% -1,153 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,843 shares; 2025Q1: 15,621 shares; 2025Q2: 17,325 shares; 2025Q3: 16,235 shares; 2025Q4: 18,236 shares; 2026Q1: 16,536 shares; 2026Q2: 15,777 shares; 2026Q3: 15,689 shares 15,689 $7.98M 0.14% -88 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191,506 shares; 2025Q1: 194,565 shares; 2025Q2: 219,070 shares; 2025Q3: 318,336 shares; 2025Q4: 175,913 shares; 2026Q1: 180,344 shares; 2026Q2: 123,373 shares; 2026Q3: 158,764 shares 158,764 $7.97M 0.14% +35,391 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,207 shares; 2025Q1: 33,074 shares; 2025Q2: 28,885 shares; 2025Q3: 29,175 shares; 2025Q4: 30,370 shares; 2026Q1: 46,563 shares; 2026Q2: 38,901 shares; 2026Q3: 38,639 shares 38,639 $7.89M 0.14% -262 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,461 shares; 2025Q1: 26,514 shares; 2025Q2: 27,807 shares; 2025Q3: 28,624 shares; 2025Q4: 48,211 shares; 2026Q1: 50,132 shares; 2026Q2: 44,565 shares; 2026Q3: 54,016 shares 54,016 $7.85M 0.14% +9,451 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,870 shares; 2025Q1: 57,917 shares; 2025Q2: 74,199 shares; 2025Q3: 83,327 shares; 2025Q4: 128,162 shares; 2026Q1: 129,628 shares; 2026Q2: 147,036 shares; 2026Q3: 170,866 shares 170,866 $7.83M 0.14% +23,830 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,669 shares; 2025Q1: 73,832 shares; 2025Q2: 78,483 shares; 2025Q3: 92,739 shares; 2025Q4: 118,140 shares; 2026Q1: 128,447 shares; 2026Q2: 142,152 shares; 2026Q3: 147,977 shares 147,977 $7.77M 0.14% +5,825 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,520 shares; 2025Q1: 21,470 shares; 2025Q2: 38,744 shares; 2025Q3: 46,571 shares; 2025Q4: 44,001 shares; 2026Q1: 38,356 shares; 2026Q2: 21,475 shares; 2026Q3: 22,143 shares 22,143 $7.69M 0.14% +668 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; 2024Q4: 6,275 shares; 2025Q1: 7,072 shares; 2025Q2: 8,827 shares; 2025Q3: 8,764 shares; 2025Q4: 11,059 shares; 2026Q1: 11,997 shares; 2026Q2: 78,167 shares; 2026Q3: 89,413 shares 89,413 $7.64M 0.14% +11,246 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,765 shares; 2025Q4: 31,755 shares; 2026Q1: 144,770 shares; 2026Q2: 178,859 shares; 2026Q3: 241,831 shares 241,831 $7.59M 0.14% +62,972 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,694 shares; 2025Q1: 44,891 shares; 2025Q2: 43,652 shares; 2025Q3: 53,027 shares; 2025Q4: 51,505 shares; 2026Q1: 49,731 shares; 2026Q2: 40,252 shares; 2026Q3: 42,409 shares 42,409 $7.58M 0.14% +2,157 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,492 shares; 2025Q1: 29,083 shares; 2025Q2: 33,023 shares; 2025Q3: 63,512 shares; 2025Q4: 62,449 shares; 2026Q1: 69,602 shares; 2026Q2: 70,891 shares; 2026Q3: 73,259 shares 73,259 $7.56M 0.14% +2,368 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,275 shares; 2026Q1: 4,909 shares; 2026Q2: 9,057 shares; 2026Q3: 17,969 shares 17,969 $7.43M 0.13% +8,912 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,218 shares; 2026Q3: 39,968 shares 39,968 $7.31M 0.13% -10,250 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,797 shares; 2025Q3: 69,933 shares; 2025Q4: 138,188 shares; 2026Q1: 151,605 shares; 2026Q2: 142,192 shares; 2026Q3: 154,797 shares 154,797 $7.3M 0.13% +12,605 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; 2024Q4: 32,479 shares; 2025Q1: 50,452 shares; 2025Q2: 50,621 shares; 2025Q3: 80,557 shares; 2025Q4: 112,687 shares; 2026Q1: 117,117 shares; 2026Q2: 403,816 shares; 2026Q3: 359,102 shares 359,102 $7.23M 0.13% -44,714 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,278 shares; 2025Q1: 81,770 shares; 2025Q2: 90,542 shares; 2025Q3: 74,501 shares; 2025Q4: 70,690 shares; 2026Q1: 68,152 shares; 2026Q2: 64,872 shares; 2026Q3: 64,963 shares 64,963 $7.17M 0.13% +91 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,756 shares; 2025Q1: 46,060 shares; 2025Q2: 45,286 shares; 2025Q3: 42,218 shares; 2025Q4: 38,373 shares; 2026Q1: 37,946 shares; 2026Q2: 37,040 shares; 2026Q3: 38,154 shares 38,154 $7.02M 0.13% +1,114 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,468 shares; 2025Q1: 76,735 shares; 2025Q2: 83,592 shares; 2025Q3: 99,179 shares; 2025Q4: 105,629 shares; 2026Q1: 120,431 shares; 2026Q2: 125,549 shares; 2026Q3: 132,849 shares 132,849 $6.87M 0.12% +7,300 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,157 shares; 2025Q1: 44,259 shares; 2025Q2: 45,132 shares; 2025Q3: 47,768 shares; 2025Q4: 49,478 shares; 2026Q1: 51,397 shares; 2026Q2: 52,688 shares; 2026Q3: 55,966 shares 55,966 $6.79M 0.12% +3,278 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,035 shares; 2025Q1: 114,220 shares; 2025Q2: 110,857 shares; 2025Q3: 105,393 shares; 2025Q4: 105,673 shares; 2026Q1: 107,351 shares; 2026Q2: 108,925 shares; 2026Q3: 107,514 shares 107,514 $6.78M 0.12% -1,411 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,602 shares; 2025Q1: 61,827 shares; 2025Q2: 96,383 shares; 2025Q3: 126,685 shares; 2025Q4: 110,935 shares; 2026Q1: 97,838 shares; 2026Q2: 114,998 shares; 2026Q3: 114,907 shares 114,907 $6.76M 0.12% -91 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,440 shares; 2025Q4: 18,221 shares; 2026Q1: 14,597 shares; 2026Q2: 13,435 shares; 2026Q3: 14,854 shares 14,854 $6.75M 0.12% +1,419 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,782 shares; 2025Q1: 6,028 shares; 2025Q2: 12,278 shares; 2025Q3: 15,094 shares; 2025Q4: 24,834 shares; 2026Q1: 27,051 shares; 2026Q2: 22,992 shares; 2026Q3: 21,159 shares 21,159 $6.71M 0.12% -1,833 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,261 shares; 2025Q1: 53,303 shares; 2025Q2: 861,696 shares; 2025Q3: 738,091 shares; 2025Q4: 922,415 shares; 2026Q1: 976,548 shares; 2026Q2: 469,207 shares; 2026Q3: 412,072 shares 412,072 $6.65M 0.12% -57,135 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,876 shares; 2025Q4: 104,534 shares; 2026Q1: 158,223 shares; 2026Q2: 176,904 shares; 2026Q3: 248,450 shares 248,450 $6.61M 0.12% +71,546 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; 2024Q4: 83,211 shares; 2025Q1: 87,278 shares; 2025Q2: 132,312 shares; 2025Q3: 140,827 shares; 2025Q4: 157,664 shares; 2026Q1: 154,367 shares; 2026Q2: 152,765 shares; 2026Q3: 158,015 shares 158,015 $6.59M 0.12% +5,250 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,287 shares; 2025Q1: 49,519 shares; 2025Q2: 58,497 shares; 2025Q3: 106,649 shares; 2025Q4: 61,910 shares; 2026Q1: 75,251 shares; 2026Q2: 90,606 shares; 2026Q3: 126,107 shares 126,107 $6.53M 0.12% +35,501 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,833 shares; 2025Q1: 19,776 shares; 2025Q2: 35,643 shares; 2025Q3: 36,623 shares; 2025Q4: 47,554 shares; 2026Q1: 85,363 shares; 2026Q2: 168,868 shares; 2026Q3: 166,851 shares 166,851 $6.5M 0.12% -2,017 Timeline TGRT 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,775 shares; 2026Q3: 137,724 shares 137,724 $6.49M 0.12% +949 Timeline NUKZ 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; 2024Q4: 5,777 shares; 2025Q1: 21,972 shares; 2025Q2: 46,606 shares; 2025Q3: 84,841 shares; 2025Q4: 112,954 shares; 2026Q1: 123,946 shares; 2026Q2: 133,220 shares; 2026Q3: 107,151 shares 107,151 $6.45M 0.12% -26,069 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,500 shares; 2025Q1: 19,033 shares; 2025Q2: 8,213 shares; 2025Q3: 7,807 shares; 2025Q4: 22,371 shares; 2026Q1: 132,920 shares; 2026Q2: 136,194 shares; 2026Q3: 129,763 shares 129,763 $6.45M 0.12% -6,431 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158,252 shares; 2025Q1: 164,424 shares; 2025Q2: 179,744 shares; 2025Q3: 206,033 shares; 2025Q4: 177,620 shares; 2026Q1: 163,981 shares; 2026Q2: 132,816 shares; 2026Q3: 120,696 shares 120,696 $6.45M 0.12% -12,120 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,056 shares; 2025Q1: 40,703 shares; 2025Q2: 41,072 shares; 2025Q3: 44,720 shares; 2025Q4: 39,845 shares; 2026Q1: 43,482 shares; 2026Q2: 49,311 shares; 2026Q3: 50,589 shares 50,589 $6.41M 0.12% +1,278 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,282 shares; 2026Q2: 113,404 shares; 2026Q3: 130,572 shares 130,572 $6.39M 0.12% +17,168 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,936 shares; 2025Q1: 83,673 shares; 2025Q2: 105,396 shares; 2025Q3: 139,974 shares; 2025Q4: 225,732 shares; 2026Q1: 236,874 shares; 2026Q2: 248,385 shares; 2026Q3: 261,855 shares 261,855 $6.38M 0.12% +13,470 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,407 shares; 2025Q1: 7,676 shares; 2025Q2: 7,821 shares; 2025Q3: 16,933 shares; 2025Q4: 18,581 shares; 2026Q1: 28,326 shares; 2026Q2: 31,347 shares; 2026Q3: 35,408 shares 35,408 $6.27M 0.11% +4,061 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,783 shares; 2025Q1: 46,166 shares; 2025Q2: 46,755 shares; 2025Q3: 46,346 shares; 2025Q4: 46,111 shares; 2026Q1: 45,768 shares; 2026Q2: 45,718 shares; 2026Q3: 43,112 shares 43,112 $6.25M 0.11% -2,606 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,990 shares; 2025Q1: 30,405 shares; 2025Q2: 33,733 shares; 2025Q3: 47,902 shares; 2025Q4: 62,299 shares; 2026Q1: 53,837 shares; 2026Q2: 32,302 shares; 2026Q3: 28,101 shares 28,101 $6.18M 0.11% -4,201 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,384 shares; 2025Q1: not reported; 2025Q2: 1,420 shares; 2025Q3: 1,108 shares; 2025Q4: 6,928 shares; 2026Q1: 10,619 shares; 2026Q2: 15,143 shares; 2026Q3: 17,023 shares 17,023 $6.17M 0.11% +1,880 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,893 shares; 2025Q1: 21,803 shares; 2025Q2: 23,029 shares; 2025Q3: 22,394 shares; 2025Q4: 19,960 shares; 2026Q1: 18,322 shares; 2026Q2: 26,701 shares; 2026Q3: 30,130 shares 30,130 $6.13M 0.11% +3,429 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; 2024Q4: not reported; 2025Q1: 30,456 shares; 2025Q2: 85,121 shares; 2025Q3: 63,858 shares; 2025Q4: 34,568 shares; 2026Q1: 30,073 shares; 2026Q2: 30,529 shares; 2026Q3: 25,997 shares 25,997 $6.13M 0.11% -4,532 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,085 shares; 2025Q1: 23,440 shares; 2025Q2: 25,262 shares; 2025Q3: 28,230 shares; 2025Q4: 34,841 shares; 2026Q1: 34,544 shares; 2026Q2: 35,022 shares; 2026Q3: 32,915 shares 32,915 $6.12M 0.11% -2,107 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,194 shares; 2025Q1: 16,253 shares; 2025Q2: 16,733 shares; 2025Q3: 18,462 shares; 2025Q4: 12,640 shares; 2026Q1: 20,083 shares; 2026Q2: 55,142 shares; 2026Q3: 54,571 shares 54,571 $6.09M 0.11% -571 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,306 shares; 2025Q1: 48,380 shares; 2025Q2: 54,150 shares; 2025Q3: 61,249 shares; 2025Q4: 65,426 shares; 2026Q1: 43,169 shares; 2026Q2: 61,786 shares; 2026Q3: 42,600 shares 42,600 $6.06M 0.11% -19,186 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165,456 shares; 2025Q1: 185,964 shares; 2025Q2: 166,491 shares; 2025Q3: 180,478 shares; 2025Q4: 143,309 shares; 2026Q1: 196,912 shares; 2026Q2: 136,099 shares; 2026Q3: 130,833 shares 130,833 $6M 0.11% -5,266 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,002 shares; 2025Q1: 63,697 shares; 2025Q2: 66,093 shares; 2025Q3: 66,008 shares; 2025Q4: 65,962 shares; 2026Q1: 69,319 shares; 2026Q2: 63,293 shares; 2026Q3: 60,290 shares 60,290 $5.87M 0.11% -3,003 Timeline CGCP 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; 2024Q4: 74,272 shares; 2025Q1: 73,920 shares; 2025Q2: 77,900 shares; 2025Q3: 73,517 shares; 2025Q4: 74,756 shares; 2026Q1: 61,298 shares; 2026Q2: 293,450 shares; 2026Q3: 277,183 shares 277,183 $5.87M 0.11% -16,267 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,261 shares; 2025Q1: 16,549 shares; 2025Q2: 15,586 shares; 2025Q3: 16,131 shares; 2025Q4: 16,146 shares; 2026Q1: 18,715 shares; 2026Q2: 19,842 shares; 2026Q3: 20,618 shares 20,618 $5.87M 0.11% +776 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,140 shares; 2025Q3: 18,235 shares; 2025Q4: 78,025 shares; 2026Q1: 97,668 shares; 2026Q2: 104,905 shares; 2026Q3: 96,837 shares 96,837 $5.82M 0.11% -8,068 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156,044 shares; 2025Q1: 166,873 shares; 2025Q2: 177,979 shares; 2025Q3: 172,557 shares; 2025Q4: 192,787 shares; 2026Q1: 168,864 shares; 2026Q2: 171,027 shares; 2026Q3: 163,313 shares 163,313 $5.82M 0.11% -7,714 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,452 shares; 2025Q1: 14,655 shares; 2025Q2: 14,627 shares; 2025Q3: 12,776 shares; 2025Q4: 45,991 shares; 2026Q1: 49,683 shares; 2026Q2: 54,414 shares; 2026Q3: 55,334 shares 55,334 $5.76M 0.1% +920 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; 2024Q4: 933,051 shares; 2025Q1: 986,717 shares; 2025Q2: 833,950 shares; 2025Q3: 902,687 shares; 2025Q4: 807,231 shares; 2026Q1: 815,511 shares; 2026Q2: 1,120,115 shares; 2026Q3: 1,108,063 shares 1,108,063 $5.72M 0.1% -12,052 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,315 shares; 2025Q1: 30,031 shares; 2025Q2: 20,347 shares; 2025Q3: 20,308 shares; 2025Q4: 20,462 shares; 2026Q1: 21,400 shares; 2026Q2: 53,019 shares; 2026Q3: 74,523 shares 74,523 $5.72M 0.1% +21,504 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,930 shares; 2026Q1: 47,126 shares; 2026Q2: 73,065 shares; 2026Q3: 108,364 shares 108,364 $5.71M 0.1% +35,299 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,676 shares; 2025Q1: 7,156 shares; 2025Q2: 7,016 shares; 2025Q3: 7,303 shares; 2025Q4: 8,331 shares; 2026Q1: 8,269 shares; 2026Q2: 9,082 shares; 2026Q3: 10,341 shares 10,341 $5.7M 0.1% +1,259 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 62,461 shares; 2025Q2: 85,002 shares; 2025Q3: 96,436 shares; 2025Q4: 135,084 shares; 2026Q1: 164,342 shares; 2026Q2: 192,604 shares; 2026Q3: 194,068 shares 194,068 $5.69M 0.1% +1,464 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,722 shares; 2025Q1: 88,842 shares; 2025Q2: 133,293 shares; 2025Q3: 217,496 shares; 2025Q4: 159,045 shares; 2026Q1: 145,516 shares; 2026Q2: 136,925 shares; 2026Q3: 117,705 shares 117,705 $5.67M 0.1% -19,220 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,541 shares; 2025Q1: 105,704 shares; 2025Q2: 113,399 shares; 2025Q3: 113,359 shares; 2025Q4: 113,220 shares; 2026Q1: 115,062 shares; 2026Q2: 118,550 shares; 2026Q3: 120,557 shares 120,557 $5.63M 0.1% +2,007 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,419 shares; 2025Q1: 91,078 shares; 2025Q2: 92,573 shares; 2025Q3: 91,128 shares; 2025Q4: 93,402 shares; 2026Q1: 95,365 shares; 2026Q2: 102,532 shares; 2026Q3: 102,897 shares 102,897 $5.6M 0.1% +365 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,336 shares; 2025Q1: 19,656 shares; 2025Q2: 6,503 shares; 2025Q3: 36,687 shares; 2025Q4: 29,421 shares; 2026Q1: 108,686 shares; 2026Q2: 39,152 shares; 2026Q3: 43,302 shares 43,302 $5.55M 0.1% +4,150 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,802 shares; 2025Q4: 148,813 shares; 2026Q1: 179,948 shares; 2026Q2: 142,363 shares; 2026Q3: 150,666 shares 150,666 $5.52M 0.1% +8,303 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; 2024Q4: not reported; 2025Q1: 8,802 shares; 2025Q2: 14,093 shares; 2025Q3: 23,325 shares; 2025Q4: 34,331 shares; 2026Q1: 35,293 shares; 2026Q2: 36,070 shares; 2026Q3: 36,096 shares 36,096 $5.47M 0.1% +26 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,354 shares; 2025Q1: 11,156 shares; 2025Q2: 12,619 shares; 2025Q3: 23,178 shares; 2025Q4: 30,327 shares; 2026Q1: 29,514 shares; 2026Q2: 56,813 shares; 2026Q3: 35,293 shares 35,293 $5.43M 0.1% -21,520 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,321 shares; 2025Q1: 9,130 shares; 2025Q2: 9,470 shares; 2025Q3: 9,767 shares; 2025Q4: 13,686 shares; 2026Q1: 11,452 shares; 2026Q2: 15,538 shares; 2026Q3: 15,618 shares 15,618 $5.3M 0.1% +80 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,289 shares; 2025Q1: 4,695 shares; 2025Q2: not reported; 2025Q3: 14,225 shares; 2025Q4: 26,226 shares; 2026Q1: 36,370 shares; 2026Q2: 56,134 shares; 2026Q3: 53,468 shares 53,468 $5.3M 0.1% -2,666 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 423,155 shares; 2025Q1: 200,442 shares; 2025Q2: 89,891 shares; 2025Q3: 71,201 shares; 2025Q4: 75,350 shares; 2026Q1: 78,854 shares; 2026Q2: 79,954 shares; 2026Q3: 99,334 shares 99,334 $5.29M 0.1% +19,380 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,279 shares; 2025Q1: 20,856 shares; 2025Q2: 75,224 shares; 2025Q3: 78,114 shares; 2025Q4: 69,393 shares; 2026Q1: 71,959 shares; 2026Q2: 80,015 shares; 2026Q3: 96,273 shares 96,273 $5.29M 0.1% +16,258 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; 2024Q4: 58,346 shares; 2025Q1: 53,936 shares; 2025Q2: 76,146 shares; 2025Q3: 126,651 shares; 2025Q4: 193,138 shares; 2026Q1: 207,309 shares; 2026Q2: 140,181 shares; 2026Q3: 170,797 shares 170,797 $5.26M 0.1% +30,616 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; 2024Q4: 35,737 shares; 2025Q1: 50,927 shares; 2025Q2: 52,994 shares; 2025Q3: 81,261 shares; 2025Q4: 99,077 shares; 2026Q1: 93,798 shares; 2026Q2: 114,691 shares; 2026Q3: 118,100 shares 118,100 $5.26M 0.1% +3,409 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,034 shares; 2025Q1: 38,566 shares; 2025Q2: 78,633 shares; 2025Q3: 41,595 shares; 2025Q4: 46,615 shares; 2026Q1: 120,478 shares; 2026Q2: 75,652 shares; 2026Q3: 73,100 shares 73,100 $5.16M 0.09% -2,552 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,759 shares; 2025Q1: 18,620 shares; 2025Q2: 18,797 shares; 2025Q3: 17,561 shares; 2025Q4: 19,104 shares; 2026Q1: 21,469 shares; 2026Q2: 23,238 shares; 2026Q3: 53,609 shares 53,609 $5.07M 0.09% +30,371 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 185,166 shares; 2025Q1: 221,781 shares; 2025Q2: 186,447 shares; 2025Q3: 163,530 shares; 2025Q4: 149,306 shares; 2026Q1: 203,383 shares; 2026Q2: 102,151 shares; 2026Q3: 108,203 shares 108,203 $5.02M 0.09% +6,052 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,804 shares; 2025Q1: 42,477 shares; 2025Q2: 43,968 shares; 2025Q3: 38,317 shares; 2025Q4: 46,370 shares; 2026Q1: 45,327 shares; 2026Q2: 45,012 shares; 2026Q3: 53,038 shares 53,038 $4.98M 0.09% +8,026 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,887 shares; 2025Q1: 7,644 shares; 2025Q2: 10,217 shares; 2025Q3: 8,415 shares; 2025Q4: 8,637 shares; 2026Q1: 9,524 shares; 2026Q2: 9,368 shares; 2026Q3: 13,474 shares 13,474 $4.95M 0.09% +4,106 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,667 shares; 2025Q1: 48,479 shares; 2025Q2: 43,692 shares; 2025Q3: 56,695 shares; 2025Q4: 90,643 shares; 2026Q1: 78,820 shares; 2026Q2: 56,939 shares; 2026Q3: 44,335 shares 44,335 $4.92M 0.09% -12,604 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,169 shares; 2025Q1: 52,853 shares; 2025Q2: 56,326 shares; 2025Q3: 54,845 shares; 2025Q4: 53,381 shares; 2026Q1: 51,745 shares; 2026Q2: 53,418 shares; 2026Q3: 49,497 shares 49,497 $4.92M 0.09% -3,921 Timeline TTEQ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,200 shares; 2026Q2: 82,833 shares; 2026Q3: 110,518 shares 110,518 $4.91M 0.09% +27,685 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 33,432 shares; 2025Q2: 77,554 shares; 2025Q3: 78,534 shares; 2025Q4: 71,114 shares; 2026Q1: 294,826 shares; 2026Q2: 189,977 shares; 2026Q3: 140,654 shares 140,654 $4.91M 0.09% -49,323 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 193,605 shares; 2025Q1: 187,458 shares; 2025Q2: 178,091 shares; 2025Q3: 198,480 shares; 2025Q4: 187,449 shares; 2026Q1: 191,640 shares; 2026Q2: 186,644 shares; 2026Q3: 166,253 shares 166,253 $4.9M 0.09% -20,391 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,024 shares; 2025Q1: 50,827 shares; 2025Q2: 49,382 shares; 2025Q3: 49,220 shares; 2025Q4: 50,577 shares; 2026Q1: 50,680 shares; 2026Q2: 51,750 shares; 2026Q3: 51,949 shares 51,949 $4.88M 0.09% +199 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; 2024Q4: 6,859 shares; 2025Q1: 7,622 shares; 2025Q2: 11,431 shares; 2025Q3: 18,740 shares; 2025Q4: 20,171 shares; 2026Q1: 18,412 shares; 2026Q2: 17,462 shares; 2026Q3: 20,019 shares 20,019 $4.83M 0.09% +2,557 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,971 shares; 2025Q1: 23,092 shares; 2025Q2: 23,764 shares; 2025Q3: 22,847 shares; 2025Q4: 23,875 shares; 2026Q1: 25,096 shares; 2026Q2: 25,572 shares; 2026Q3: 24,860 shares 24,860 $4.82M 0.09% -712 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,051 shares; 2025Q1: 16,854 shares; 2025Q2: 20,877 shares; 2025Q3: 17,816 shares; 2025Q4: 20,067 shares; 2026Q1: 23,335 shares; 2026Q2: 24,271 shares; 2026Q3: 25,801 shares 25,801 $4.79M 0.09% +1,530 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,642 shares; 2025Q1: 69,708 shares; 2025Q2: 148,459 shares; 2025Q3: 177,251 shares; 2025Q4: 168,110 shares; 2026Q1: 109,486 shares; 2026Q2: 60,962 shares; 2026Q3: 60,456 shares 60,456 $4.78M 0.09% -506 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225,815 shares; 2025Q1: 237,567 shares; 2025Q2: 231,502 shares; 2025Q3: 235,792 shares; 2025Q4: 239,237 shares; 2026Q1: 245,647 shares; 2026Q2: 241,532 shares; 2026Q3: 242,062 shares 242,062 $4.77M 0.09% +530 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 405,438 shares; 2025Q1: 519,088 shares; 2025Q2: 437,487 shares; 2025Q3: 455,132 shares; 2025Q4: 1,354,849 shares; 2026Q1: 3,460,351 shares; 2026Q2: 2,485,356 shares; 2026Q3: 2,286,356 shares 2,286,356 $4.76M 0.09% -199,000 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,996 shares; 2025Q3: 70,517 shares; 2025Q4: 91,633 shares; 2026Q1: 108,495 shares; 2026Q2: 143,030 shares; 2026Q3: 153,164 shares 153,164 $4.74M 0.09% +10,134 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,776 shares; 2025Q1: 7,822 shares; 2025Q2: 8,878 shares; 2025Q3: 9,146 shares; 2025Q4: 9,867 shares; 2026Q1: 9,246 shares; 2026Q2: 36,470 shares; 2026Q3: 37,120 shares 37,120 $4.65M 0.08% +650 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,055 shares; 2025Q1: 28,280 shares; 2025Q2: 28,362 shares; 2025Q3: 83,474 shares; 2025Q4: 32,351 shares; 2026Q1: 30,514 shares; 2026Q2: 65,080 shares; 2026Q3: 78,359 shares 78,359 $4.65M 0.08% +13,279 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,642 shares; 2025Q1: 14,367 shares; 2025Q2: 11,821 shares; 2025Q3: 12,158 shares; 2025Q4: 11,586 shares; 2026Q1: 10,640 shares; 2026Q2: 12,504 shares; 2026Q3: 15,139 shares 15,139 $4.6M 0.08% +2,635 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,113 shares; 2025Q1: 43,904 shares; 2025Q2: 45,023 shares; 2025Q3: 45,650 shares; 2025Q4: 49,149 shares; 2026Q1: 49,246 shares; 2026Q2: 57,654 shares; 2026Q3: 60,469 shares 60,469 $4.56M 0.08% +2,815 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,185 shares; 2026Q3: 74,214 shares 74,214 $4.48M 0.08% -11,971 Timeline HDGE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,105 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,700 shares; 2026Q3: 284,875 shares 284,875 $4.48M 0.08% +266,175 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,512 shares; 2025Q1: 41,643 shares; 2025Q2: 44,198 shares; 2025Q3: 76,626 shares; 2025Q4: 54,375 shares; 2026Q1: 52,782 shares; 2026Q2: 52,731 shares; 2026Q3: 53,968 shares 53,968 $4.46M 0.08% +1,237 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,637 shares; 2025Q1: 48,720 shares; 2025Q2: 51,968 shares; 2025Q3: 49,881 shares; 2025Q4: 67,744 shares; 2026Q1: 73,622 shares; 2026Q2: 64,207 shares; 2026Q3: 63,850 shares 63,850 $4.45M 0.08% -357 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; 2024Q4: 62,312 shares; 2025Q1: 66,979 shares; 2025Q2: 79,969 shares; 2025Q3: 83,376 shares; 2025Q4: 83,576 shares; 2026Q1: 101,847 shares; 2026Q2: 103,595 shares; 2026Q3: 99,278 shares 99,278 $4.44M 0.08% -4,317 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,359 shares; 2025Q1: 33,444 shares; 2025Q2: 75,310 shares; 2025Q3: 128,372 shares; 2025Q4: 150,125 shares; 2026Q1: 176,776 shares; 2026Q2: 130,550 shares; 2026Q3: 159,106 shares 159,106 $4.44M 0.08% +28,556 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 217,593 shares; 2025Q1: 245,511 shares; 2025Q2: 262,868 shares; 2025Q3: 275,654 shares; 2025Q4: 292,928 shares; 2026Q1: 317,206 shares; 2026Q2: 326,158 shares; 2026Q3: 327,772 shares 327,772 $4.42M 0.08% +1,614 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,399 shares; 2026Q1: 12,002 shares; 2026Q2: 16,109 shares; 2026Q3: 12,530 shares 12,530 $4.41M 0.08% -3,579 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,568 shares; 2025Q3: 69,754 shares; 2025Q4: 117,133 shares; 2026Q1: 127,153 shares; 2026Q2: 93,394 shares; 2026Q3: 99,992 shares 99,992 $4.4M 0.08% +6,598 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,895 shares; 2025Q1: 53,103 shares; 2025Q2: 126,916 shares; 2025Q3: 66,434 shares; 2025Q4: 174,352 shares; 2026Q1: 65,393 shares; 2026Q2: 52,892 shares; 2026Q3: 73,716 shares 73,716 $4.39M 0.08% +20,824 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,645 shares; 2025Q4: 163,385 shares; 2026Q1: 172,147 shares; 2026Q2: 118,960 shares; 2026Q3: 114,178 shares 114,178 $4.38M 0.08% -4,782 Timeline NREF NEXPOINT REAL ESTATE FIN INC More: the full row for NEXPOINT REAL ESTATE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 47,772 shares; 2025Q2: 53,608 shares; 2025Q3: 71,835 shares; 2025Q4: 238,133 shares; 2026Q1: 276,601 shares; 2026Q2: 281,010 shares; 2026Q3: 281,265 shares 281,265 $4.37M 0.08% +255 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,978 shares; 2025Q1: 27,953 shares; 2025Q2: 31,852 shares; 2025Q3: 38,771 shares; 2025Q4: 39,740 shares; 2026Q1: 39,996 shares; 2026Q2: 37,291 shares; 2026Q3: 32,808 shares 32,808 $4.34M 0.08% -4,483 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,036 shares; 2025Q1: 20,607 shares; 2025Q2: 20,745 shares; 2025Q3: 27,453 shares; 2025Q4: 26,818 shares; 2026Q1: 25,010 shares; 2026Q2: 29,150 shares; 2026Q3: 31,380 shares 31,380 $4.31M 0.08% +2,230 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,372 shares; 2025Q1: 24,078 shares; 2025Q2: 23,685 shares; 2025Q3: 23,030 shares; 2025Q4: 31,710 shares; 2026Q1: 32,972 shares; 2026Q2: 35,296 shares; 2026Q3: 29,607 shares 29,607 $4.3M 0.08% -5,689 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,570 shares; 2025Q1: 72,445 shares; 2025Q2: 83,823 shares; 2025Q3: 91,373 shares; 2025Q4: 81,034 shares; 2026Q1: 78,504 shares; 2026Q2: 68,919 shares; 2026Q3: 62,758 shares 62,758 $4.3M 0.08% -6,161 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,781 shares; 2025Q1: 31,638 shares; 2025Q2: 38,592 shares; 2025Q3: 39,977 shares; 2025Q4: 40,862 shares; 2026Q1: 42,752 shares; 2026Q2: 42,676 shares; 2026Q3: 47,934 shares 47,934 $4.3M 0.08% +5,258 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,956 shares; 2025Q1: 16,029 shares; 2025Q2: 20,133 shares; 2025Q3: 72,210 shares; 2025Q4: 132,651 shares; 2026Q1: 98,599 shares; 2026Q2: 115,053 shares; 2026Q3: 64,151 shares 64,151 $4.28M 0.08% -50,902 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,805 shares; 2025Q1: 14,161 shares; 2025Q2: 13,021 shares; 2025Q3: 64,053 shares; 2025Q4: 64,812 shares; 2026Q1: 68,998 shares; 2026Q2: 72,085 shares; 2026Q3: 70,361 shares 70,361 $4.27M 0.08% -1,724 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,305 shares; 2025Q1: 3,109 shares; 2025Q2: 4,530 shares; 2025Q3: 3,463 shares; 2025Q4: 4,311 shares; 2026Q1: 6,022 shares; 2026Q2: 7,150 shares; 2026Q3: 4,743 shares 4,743 $4.27M 0.08% -2,407 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,136 shares; 2025Q1: 9,177 shares; 2025Q2: 9,833 shares; 2025Q3: 9,926 shares; 2025Q4: 9,709 shares; 2026Q1: 9,868 shares; 2026Q2: 10,299 shares; 2026Q3: 10,064 shares 10,064 $4.24M 0.08% -235 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,747 shares; 2025Q1: 22,560 shares; 2025Q2: 15,145 shares; 2025Q3: 18,335 shares; 2025Q4: 23,600 shares; 2026Q1: 34,239 shares; 2026Q2: 49,770 shares; 2026Q3: 54,151 shares 54,151 $4.24M 0.08% +4,381 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,682 shares; 2025Q1: 187,611 shares; 2025Q2: 136,318 shares; 2025Q3: 133,244 shares; 2025Q4: 129,763 shares; 2026Q1: 118,962 shares; 2026Q2: 110,823 shares; 2026Q3: 82,674 shares 82,674 $4.24M 0.08% -28,149 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,715 shares; 2025Q1: 76,281 shares; 2025Q2: 73,458 shares; 2025Q3: 65,439 shares; 2025Q4: 43,869 shares; 2026Q1: 45,427 shares; 2026Q2: 47,576 shares; 2026Q3: 52,553 shares 52,553 $4.24M 0.08% +4,977 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,810 shares; 2025Q1: 68,657 shares; 2025Q2: 82,366 shares; 2025Q3: 84,908 shares; 2025Q4: 84,627 shares; 2026Q1: 86,431 shares; 2026Q2: 83,675 shares; 2026Q3: 83,703 shares 83,703 $4.21M 0.08% +28 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,006 shares; 2025Q1: 29,042 shares; 2025Q2: 44,339 shares; 2025Q3: 52,409 shares; 2025Q4: 59,014 shares; 2026Q1: 60,582 shares; 2026Q2: 52,467 shares; 2026Q3: 46,994 shares 46,994 $4.21M 0.08% -5,473 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,578 shares; 2025Q1: 75,081 shares; 2025Q2: 103,024 shares; 2025Q3: 92,595 shares; 2025Q4: 81,855 shares; 2026Q1: 58,304 shares; 2026Q2: 194,932 shares; 2026Q3: 178,362 shares 178,362 $4.21M 0.08% -16,570 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,779 shares; 2025Q1: 55,567 shares; 2025Q2: 54,847 shares; 2025Q3: 58,310 shares; 2025Q4: 61,841 shares; 2026Q1: 64,592 shares; 2026Q2: 62,087 shares; 2026Q3: 64,916 shares 64,916 $4.19M 0.08% +2,829 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,687 shares; 2025Q1: 17,345 shares; 2025Q2: 18,604 shares; 2025Q3: 13,254 shares; 2025Q4: 25,039 shares; 2026Q1: 59,689 shares; 2026Q2: 67,442 shares; 2026Q3: 73,124 shares 73,124 $4.08M 0.07% +5,682 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,064 shares; 2025Q1: 14,938 shares; 2025Q2: 17,655 shares; 2025Q3: 19,879 shares; 2025Q4: 21,397 shares; 2026Q1: 22,345 shares; 2026Q2: 39,513 shares; 2026Q3: 42,020 shares 42,020 $4.07M 0.07% +2,507 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,895 shares; 2025Q1: 13,010 shares; 2025Q2: 22,666 shares; 2025Q3: 24,879 shares; 2025Q4: 23,189 shares; 2026Q1: 23,110 shares; 2026Q2: 27,128 shares; 2026Q3: 27,727 shares 27,727 $4.07M 0.07% +599 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,287 shares; 2025Q1: 34,234 shares; 2025Q2: 17,625 shares; 2025Q3: 20,654 shares; 2025Q4: 68,290 shares; 2026Q1: 84,349 shares; 2026Q2: 139,458 shares; 2026Q3: 241,026 shares 241,026 $4.05M 0.07% +101,568 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; 2024Q4: 6,135 shares; 2025Q1: 8,937 shares; 2025Q2: 9,744 shares; 2025Q3: 8,369 shares; 2025Q4: 9,393 shares; 2026Q1: 10,697 shares; 2026Q2: 14,448 shares; 2026Q3: 20,625 shares 20,625 $4.03M 0.07% +6,177 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,250 shares; 2025Q1: 13,816 shares; 2025Q2: 15,766 shares; 2025Q3: 9,997 shares; 2025Q4: 15,680 shares; 2026Q1: 17,091 shares; 2026Q2: 16,177 shares; 2026Q3: 17,266 shares 17,266 $3.99M 0.07% +1,089 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,909 shares; 2025Q1: 57,155 shares; 2025Q2: 63,545 shares; 2025Q3: 72,025 shares; 2025Q4: 45,941 shares; 2026Q1: 29,729 shares; 2026Q2: 26,219 shares; 2026Q3: 35,536 shares 35,536 $3.98M 0.07% +9,317 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,559 shares; 2025Q1: 6,567 shares; 2025Q2: 6,477 shares; 2025Q3: 6,788 shares; 2025Q4: 6,994 shares; 2026Q1: 6,401 shares; 2026Q2: 6,768 shares; 2026Q3: 5,927 shares 5,927 $3.98M 0.07% -841 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,308 shares; 2025Q1: 45,204 shares; 2025Q2: 54,021 shares; 2025Q3: 60,065 shares; 2025Q4: 81,813 shares; 2026Q1: 96,157 shares; 2026Q2: 105,580 shares; 2026Q3: 114,990 shares 114,990 $3.96M 0.07% +9,410 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,702 shares; 2025Q1: 27,714 shares; 2025Q2: 28,427 shares; 2025Q3: 31,133 shares; 2025Q4: 31,308 shares; 2026Q1: 34,108 shares; 2026Q2: 42,389 shares; 2026Q3: 43,034 shares 43,034 $3.95M 0.07% +645 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,494 shares; 2026Q1: 37,950 shares; 2026Q2: 71,886 shares; 2026Q3: 71,815 shares 71,815 $3.94M 0.07% -71 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,656 shares; 2025Q1: 14,833 shares; 2025Q2: 14,184 shares; 2025Q3: 13,919 shares; 2025Q4: 15,806 shares; 2026Q1: 16,046 shares; 2026Q2: 20,011 shares; 2026Q3: 18,701 shares 18,701 $3.94M 0.07% -1,310 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; 2024Q4: 86,521 shares; 2025Q1: 92,224 shares; 2025Q2: 93,222 shares; 2025Q3: 62,802 shares; 2025Q4: 51,975 shares; 2026Q1: 39,652 shares; 2026Q2: 182,367 shares; 2026Q3: 177,416 shares 177,416 $3.93M 0.07% -4,951 Timeline FNGO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,824 shares; 2025Q1: 47,721 shares; 2025Q2: 46,490 shares; 2025Q3: 50,853 shares; 2025Q4: 42,375 shares; 2026Q1: 35,137 shares; 2026Q2: 29,309 shares; 2026Q3: 24,677 shares 24,677 $3.91M 0.07% -4,632 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,020 shares; 2025Q1: 126,537 shares; 2025Q2: 131,499 shares; 2025Q3: 127,439 shares; 2025Q4: 132,597 shares; 2026Q1: 155,508 shares; 2026Q2: 175,508 shares; 2026Q3: 213,246 shares 213,246 $3.88M 0.07% +37,738 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; 2024Q4: 100,745 shares; 2025Q1: 98,466 shares; 2025Q2: 81,047 shares; 2025Q3: 73,294 shares; 2025Q4: 68,406 shares; 2026Q1: 70,629 shares; 2026Q2: 69,202 shares; 2026Q3: 74,849 shares 74,849 $3.88M 0.07% +5,647 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,203 shares; 2025Q1: 17,587 shares; 2025Q2: 15,023 shares; 2025Q3: 26,507 shares; 2025Q4: 30,689 shares; 2026Q1: 16,495 shares; 2026Q2: 15,448 shares; 2026Q3: 19,063 shares 19,063 $3.86M 0.07% +3,615 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,186 shares; 2025Q4: 43,935 shares; 2026Q1: 122,118 shares; 2026Q2: 117,797 shares; 2026Q3: 106,395 shares 106,395 $3.84M 0.07% -11,402 Timeline BUFY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,496 shares; 2026Q2: 89,112 shares; 2026Q3: 161,249 shares 161,249 $3.83M 0.07% +72,137 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,553 shares; 2025Q1: 40,142 shares; 2025Q2: 40,757 shares; 2025Q3: 41,064 shares; 2025Q4: 41,555 shares; 2026Q1: 44,098 shares; 2026Q2: 43,070 shares; 2026Q3: 44,437 shares 44,437 $3.83M 0.07% +1,367 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,378 shares; 2025Q1: 3,516 shares; 2025Q2: 3,634 shares; 2025Q3: 3,770 shares; 2025Q4: 16,450 shares; 2026Q1: 19,400 shares; 2026Q2: 30,407 shares; 2026Q3: 28,473 shares 28,473 $3.82M 0.07% -1,934 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; 2024Q4: 36,485 shares; 2025Q1: 19,109 shares; 2025Q2: 14,937 shares; 2025Q3: 13,986 shares; 2025Q4: 16,150 shares; 2026Q1: 14,817 shares; 2026Q2: 11,143 shares; 2026Q3: 11,532 shares 11,532 $3.8M 0.07% +389 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,863 shares; 2026Q1: 90,684 shares; 2026Q2: 84,867 shares; 2026Q3: 94,161 shares 94,161 $3.8M 0.07% +9,294 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,886 shares; 2025Q1: 2,322 shares; 2025Q2: 2,177 shares; 2025Q3: 2,348 shares; 2025Q4: 3,717 shares; 2026Q1: 3,750 shares; 2026Q2: 3,689 shares; 2026Q3: 3,578 shares 3,578 $3.79M 0.07% -111 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,445 shares; 2025Q2: 7,290 shares; 2025Q3: 7,407 shares; 2025Q4: 16,142 shares; 2026Q1: 19,812 shares; 2026Q2: 22,395 shares; 2026Q3: 23,455 shares 23,455 $3.78M 0.07% +1,060 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,178 shares; 2025Q1: 7,178 shares; 2025Q2: 88,012 shares; 2025Q3: 87,863 shares; 2025Q4: 87,863 shares; 2026Q1: 86,271 shares; 2026Q2: 89,387 shares; 2026Q3: 88,797 shares 88,797 $3.75M 0.07% -590 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,011 shares; 2025Q1: 12,096 shares; 2025Q2: 12,248 shares; 2025Q3: 10,740 shares; 2025Q4: 9,727 shares; 2026Q1: 12,575 shares; 2026Q2: 9,479 shares; 2026Q3: 9,220 shares 9,220 $3.75M 0.07% -259 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,891 shares; 2025Q1: 2,225 shares; 2025Q2: 2,341 shares; 2025Q3: 2,450 shares; 2025Q4: 1,827 shares; 2026Q1: 1,819 shares; 2026Q2: 2,029 shares; 2026Q3: 2,060 shares 2,060 $3.73M 0.07% +31 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; 2024Q4: 23,049 shares; 2025Q1: 40,549 shares; 2025Q2: 58,090 shares; 2025Q3: 56,485 shares; 2025Q4: 57,430 shares; 2026Q1: 55,220 shares; 2026Q2: 58,809 shares; 2026Q3: 58,486 shares 58,486 $3.72M 0.07% -323 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 292,544 shares; 2025Q1: 340,033 shares; 2025Q2: 425,839 shares; 2025Q3: 490,363 shares; 2025Q4: 892,471 shares; 2026Q1: 692,433 shares; 2026Q2: 412,690 shares; 2026Q3: 408,165 shares 408,165 $3.7M 0.07% -4,525 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,193 shares; 2025Q1: 8,193 shares; 2025Q2: 36,980 shares; 2025Q3: 96,182 shares; 2025Q4: 79,265 shares; 2026Q1: 62,141 shares; 2026Q2: 69,594 shares; 2026Q3: 47,242 shares 47,242 $3.7M 0.07% -22,352 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142,827 shares; 2025Q1: 149,610 shares; 2025Q2: 182,052 shares; 2025Q3: 191,423 shares; 2025Q4: 193,579 shares; 2026Q1: 185,566 shares; 2026Q2: 190,749 shares; 2026Q3: 187,165 shares 187,165 $3.7M 0.07% -3,584 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,801 shares; 2025Q1: 18,791 shares; 2025Q2: 19,109 shares; 2025Q3: 18,732 shares; 2025Q4: 19,115 shares; 2026Q1: 17,663 shares; 2026Q2: 19,666 shares; 2026Q3: 18,483 shares 18,483 $3.69M 0.07% -1,183 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,702 shares; 2025Q1: 33,923 shares; 2025Q2: 35,174 shares; 2025Q3: 33,232 shares; 2025Q4: 33,332 shares; 2026Q1: 35,294 shares; 2026Q2: 34,961 shares; 2026Q3: 34,784 shares 34,784 $3.68M 0.07% -177 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,983 shares; 2025Q1: 10,915 shares; 2025Q2: 16,279 shares; 2025Q3: 15,261 shares; 2025Q4: 15,945 shares; 2026Q1: 15,534 shares; 2026Q2: 16,611 shares; 2026Q3: 16,078 shares 16,078 $3.67M 0.07% -533 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,285 shares; 2025Q1: 48,722 shares; 2025Q2: 150,276 shares; 2025Q3: 195,541 shares; 2025Q4: 165,619 shares; 2026Q1: 170,851 shares; 2026Q2: 48,790 shares; 2026Q3: 49,632 shares 49,632 $3.66M 0.07% +842 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,960 shares; 2026Q3: 40,341 shares 40,341 $3.65M 0.07% +1,381 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,055 shares; 2025Q4: 22,276 shares; 2026Q1: 31,351 shares; 2026Q2: 28,198 shares; 2026Q3: 28,279 shares 28,279 $3.64M 0.07% +81 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,448 shares; 2025Q1: 35,782 shares; 2025Q2: 32,353 shares; 2025Q3: 53,681 shares; 2025Q4: 40,328 shares; 2026Q1: 36,038 shares; 2026Q2: 41,730 shares; 2026Q3: 44,695 shares 44,695 $3.63M 0.07% +2,965 Timeline VT 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; 2024Q4: 14,293 shares; 2025Q1: 13,720 shares; 2025Q2: 23,926 shares; 2025Q3: 26,292 shares; 2025Q4: 25,830 shares; 2026Q1: 21,409 shares; 2026Q2: 22,567 shares; 2026Q3: 22,765 shares 22,765 $3.59M 0.07% +198 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,997 shares; 2025Q1: 125,764 shares; 2025Q2: 124,522 shares; 2025Q3: 133,664 shares; 2025Q4: 159,750 shares; 2026Q1: 159,649 shares; 2026Q2: 175,693 shares; 2026Q3: 180,215 shares 180,215 $3.56M 0.06% +4,522 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,706 shares; 2025Q1: 14,190 shares; 2025Q2: 47,692 shares; 2025Q3: 15,286 shares; 2025Q4: 14,235 shares; 2026Q1: 14,175 shares; 2026Q2: 39,219 shares; 2026Q3: 39,861 shares 39,861 $3.56M 0.06% +642 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,207 shares; 2025Q1: 24,621 shares; 2025Q2: 41,708 shares; 2025Q3: 53,252 shares; 2025Q4: 59,334 shares; 2026Q1: 45,766 shares; 2026Q2: 33,952 shares; 2026Q3: 33,943 shares 33,943 $3.53M 0.06% -9 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,131 shares; 2025Q3: 34,160 shares; 2025Q4: 23,916 shares; 2026Q1: 22,499 shares; 2026Q2: 35,725 shares; 2026Q3: 40,438 shares 40,438 $3.52M 0.06% +4,713 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,454 shares; 2025Q1: 58,227 shares; 2025Q2: 65,301 shares; 2025Q3: 47,973 shares; 2025Q4: 124,007 shares; 2026Q1: 125,907 shares; 2026Q2: 117,364 shares; 2026Q3: 89,094 shares 89,094 $3.51M 0.06% -28,270 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,069 shares; 2026Q3: 117,557 shares 117,557 $3.51M 0.06% +5,488 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159,909 shares; 2025Q1: 142,025 shares; 2025Q2: 136,515 shares; 2025Q3: 132,170 shares; 2025Q4: 124,413 shares; 2026Q1: 125,583 shares; 2026Q2: 122,166 shares; 2026Q3: 122,978 shares 122,978 $3.51M 0.06% +812 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,977 shares; 2025Q1: 48,444 shares; 2025Q2: 67,483 shares; 2025Q3: 74,660 shares; 2025Q4: 137,823 shares; 2026Q1: 147,615 shares; 2026Q2: 156,156 shares; 2026Q3: 147,011 shares 147,011 $3.51M 0.06% -9,145 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,600 shares; 2025Q4: 89,175 shares; 2026Q1: 100,070 shares; 2026Q2: 141,684 shares; 2026Q3: 129,157 shares 129,157 $3.51M 0.06% -12,527 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 407,368 shares; 2025Q1: 445,861 shares; 2025Q2: 495,790 shares; 2025Q3: 526,088 shares; 2025Q4: 541,503 shares; 2026Q1: 585,670 shares; 2026Q2: 663,866 shares; 2026Q3: 666,519 shares 666,519 $3.49M 0.06% +2,653 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,723 shares; 2025Q1: 32,869 shares; 2025Q2: 39,436 shares; 2025Q3: 41,180 shares; 2025Q4: 47,855 shares; 2026Q1: 55,721 shares; 2026Q2: 60,608 shares; 2026Q3: 64,273 shares 64,273 $3.49M 0.06% +3,665 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,136 shares; 2025Q1: 78,136 shares; 2025Q2: 77,759 shares; 2025Q3: 77,467 shares; 2025Q4: 77,418 shares; 2026Q1: 75,915 shares; 2026Q2: 78,415 shares; 2026Q3: 79,193 shares 79,193 $3.48M 0.06% +778 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,089 shares; 2026Q3: 62,718 shares 62,718 $3.48M 0.06% +24,629 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,702 shares; 2026Q1: 24,517 shares; 2026Q2: 48,061 shares; 2026Q3: 74,801 shares 74,801 $3.48M 0.06% +26,740 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206,475 shares; 2025Q1: 225,702 shares; 2025Q2: 244,060 shares; 2025Q3: 259,991 shares; 2025Q4: 278,995 shares; 2026Q1: 302,797 shares; 2026Q2: 310,284 shares; 2026Q3: 300,100 shares 300,100 $3.44M 0.06% -10,184 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,542 shares; 2025Q1: 27,950 shares; 2025Q2: 52,772 shares; 2025Q3: 52,672 shares; 2025Q4: 52,462 shares; 2026Q1: 42,250 shares; 2026Q2: 43,764 shares; 2026Q3: 43,965 shares 43,965 $3.43M 0.06% +201 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,843 shares; 2026Q3: 33,740 shares 33,740 $3.38M 0.06% +14,897 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,275 shares; 2025Q1: 78,280 shares; 2025Q2: 70,001 shares; 2025Q3: 72,429 shares; 2025Q4: 74,074 shares; 2026Q1: 74,133 shares; 2026Q2: 71,225 shares; 2026Q3: 71,991 shares 71,991 $3.38M 0.06% +766 Timeline CAGE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,728 shares; 2026Q3: 117,958 shares 117,958 $3.38M 0.06% +9,230 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 543,374 shares; 2025Q1: 507,239 shares; 2025Q2: 287,933 shares; 2025Q3: 239,722 shares; 2025Q4: 216,188 shares; 2026Q1: 211,840 shares; 2026Q2: 204,179 shares; 2026Q3: 181,060 shares 181,060 $3.36M 0.06% -23,119 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,935 shares; 2025Q1: 40,253 shares; 2025Q2: 40,805 shares; 2025Q3: 42,555 shares; 2025Q4: 44,555 shares; 2026Q1: 44,477 shares; 2026Q2: 185,432 shares; 2026Q3: 197,140 shares 197,140 $3.34M 0.06% +11,708 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,410 shares; 2025Q1: 47,777 shares; 2025Q2: 63,660 shares; 2025Q3: 78,293 shares; 2025Q4: 82,960 shares; 2026Q1: 72,819 shares; 2026Q2: 74,398 shares; 2026Q3: 83,154 shares 83,154 $3.32M 0.06% +8,756 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; 2024Q4: 46,478 shares; 2025Q1: 64,552 shares; 2025Q2: 53,184 shares; 2025Q3: 49,214 shares; 2025Q4: 45,992 shares; 2026Q1: 44,303 shares; 2026Q2: 46,682 shares; 2026Q3: 46,527 shares 46,527 $3.28M 0.06% -155 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,630 shares; 2025Q1: 18,688 shares; 2025Q2: 21,577 shares; 2025Q3: 33,817 shares; 2025Q4: 24,862 shares; 2026Q1: 49,534 shares; 2026Q2: 42,123 shares; 2026Q3: 30,564 shares 30,564 $3.25M 0.06% -11,559 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,152 shares; 2025Q1: 12,916 shares; 2025Q2: 14,588 shares; 2025Q3: 15,085 shares; 2025Q4: 15,530 shares; 2026Q1: 15,326 shares; 2026Q2: 16,675 shares; 2026Q3: 15,941 shares 15,941 $3.25M 0.06% -734 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; 2024Q4: 95,351 shares; 2025Q1: 31,738 shares; 2025Q2: 29,151 shares; 2025Q3: 35,350 shares; 2025Q4: 40,859 shares; 2026Q1: 45,090 shares; 2026Q2: 63,073 shares; 2026Q3: 49,521 shares 49,521 $3.23M 0.06% -13,552 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 588,528 shares; 2025Q1: 555,660 shares; 2025Q2: 550,019 shares; 2025Q3: 559,436 shares; 2025Q4: 559,336 shares; 2026Q1: 550,155 shares; 2026Q2: 524,739 shares; 2026Q3: 466,636 shares 466,636 $3.22M 0.06% -58,103 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,771 shares; 2026Q1: 65,266 shares; 2026Q2: 70,590 shares; 2026Q3: 73,545 shares 73,545 $3.2M 0.06% +2,955 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,876 shares; 2025Q1: 8,967 shares; 2025Q2: 7,610 shares; 2025Q3: 8,305 shares; 2025Q4: 7,408 shares; 2026Q1: 5,576 shares; 2026Q2: 7,019 shares; 2026Q3: 7,444 shares 7,444 $3.2M 0.06% +425 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,120 shares; 2025Q1: 7,994 shares; 2025Q2: 8,407 shares; 2025Q3: 8,539 shares; 2025Q4: 8,274 shares; 2026Q1: 7,649 shares; 2026Q2: 11,428 shares; 2026Q3: 11,385 shares 11,385 $3.19M 0.06% -43 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,934 shares; 2025Q1: 10,744 shares; 2025Q2: 11,845 shares; 2025Q3: 12,604 shares; 2025Q4: 16,023 shares; 2026Q1: 17,153 shares; 2026Q2: 20,458 shares; 2026Q3: 20,608 shares 20,608 $3.19M 0.06% +150 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,640 shares; 2025Q1: 9,150 shares; 2025Q2: 9,699 shares; 2025Q3: 9,834 shares; 2025Q4: 10,487 shares; 2026Q1: 12,250 shares; 2026Q2: 44,738 shares; 2026Q3: 40,451 shares 40,451 $3.17M 0.06% -4,287 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,766 shares; 2025Q2: 10,790 shares; 2025Q3: 19,104 shares; 2025Q4: 21,158 shares; 2026Q1: 42,620 shares; 2026Q2: 51,560 shares; 2026Q3: 58,906 shares 58,906 $3.17M 0.06% +7,346 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; 2024Q4: 1,558 shares; 2025Q1: not reported; 2025Q2: 9,098 shares; 2025Q3: 13,445 shares; 2025Q4: 13,159 shares; 2026Q1: 15,013 shares; 2026Q2: 16,582 shares; 2026Q3: 16,380 shares 16,380 $3.16M 0.06% -202 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,656 shares; 2025Q1: 245,075 shares; 2025Q2: 263,345 shares; 2025Q3: 288,505 shares; 2025Q4: 284,000 shares; 2026Q1: 282,742 shares; 2026Q2: 287,045 shares; 2026Q3: 289,168 shares 289,168 $3.15M 0.06% +2,123 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,579 shares; 2025Q1: 14,039 shares; 2025Q2: 20,231 shares; 2025Q3: 20,510 shares; 2025Q4: 20,206 shares; 2026Q1: 20,222 shares; 2026Q2: 19,469 shares; 2026Q3: 19,319 shares 19,319 $3.14M 0.06% -150 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 316,013 shares; 2025Q1: 344,955 shares; 2025Q2: 368,983 shares; 2025Q3: 372,899 shares; 2025Q4: 373,434 shares; 2026Q1: 366,801 shares; 2026Q2: 352,342 shares; 2026Q3: 312,944 shares 312,944 $3.13M 0.06% -39,398 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,440 shares; 2025Q3: 68,661 shares; 2025Q4: 109,227 shares; 2026Q1: 99,486 shares; 2026Q2: 115,696 shares; 2026Q3: 111,891 shares 111,891 $3.11M 0.06% -3,805 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,207 shares; 2025Q1: 15,517 shares; 2025Q2: 13,004 shares; 2025Q3: 13,233 shares; 2025Q4: 13,326 shares; 2026Q1: 13,163 shares; 2026Q2: 14,402 shares; 2026Q3: 13,471 shares 13,471 $3.11M 0.06% -931 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,920 shares; 2025Q1: 18,183 shares; 2025Q2: 23,176 shares; 2025Q3: 22,987 shares; 2025Q4: 12,304 shares; 2026Q1: 10,860 shares; 2026Q2: 8,404 shares; 2026Q3: 10,712 shares 10,712 $3.1M 0.06% +2,308 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; 2024Q4: 50,060 shares; 2025Q1: 61,439 shares; 2025Q2: 71,753 shares; 2025Q3: 85,573 shares; 2025Q4: 100,343 shares; 2026Q1: 112,698 shares; 2026Q2: 100,949 shares; 2026Q3: 126,541 shares 126,541 $3.1M 0.06% +25,592 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; 2024Q4: 6,811 shares; 2025Q1: 23,006 shares; 2025Q2: 24,802 shares; 2025Q3: 21,221 shares; 2025Q4: 20,291 shares; 2026Q1: 31,114 shares; 2026Q2: 33,917 shares; 2026Q3: 35,666 shares 35,666 $3.1M 0.06% +1,749 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,185 shares; 2025Q1: 3,779 shares; 2025Q2: 10,956 shares; 2025Q3: 31,738 shares; 2025Q4: 10,954 shares; 2026Q1: 7,291 shares; 2026Q2: 9,577 shares; 2026Q3: 10,657 shares 10,657 $3.1M 0.06% +1,080 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,826 shares; 2025Q1: 17,614 shares; 2025Q2: 18,106 shares; 2025Q3: 19,805 shares; 2025Q4: 19,747 shares; 2026Q1: 21,004 shares; 2026Q2: 23,146 shares; 2026Q3: 13,394 shares 13,394 $3.08M 0.06% -9,752 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,623 shares; 2025Q1: 12,132 shares; 2025Q2: 23,568 shares; 2025Q3: 25,554 shares; 2025Q4: 25,715 shares; 2026Q1: 21,040 shares; 2026Q2: 20,289 shares; 2026Q3: 60,426 shares 60,426 $3.06M 0.06% +40,137 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,740 shares; 2025Q1: 2,754 shares; 2025Q2: 5,708 shares; 2025Q3: 7,907 shares; 2025Q4: 8,468 shares; 2026Q1: 8,327 shares; 2026Q2: 9,719 shares; 2026Q3: 10,346 shares 10,346 $3.05M 0.06% +627 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,925 shares; 2025Q1: 19,154 shares; 2025Q2: 19,581 shares; 2025Q3: 17,264 shares; 2025Q4: 34,730 shares; 2026Q1: 35,700 shares; 2026Q2: 40,001 shares; 2026Q3: 28,026 shares 28,026 $3.05M 0.06% -11,975 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,062 shares; 2025Q1: 71,378 shares; 2025Q2: 71,078 shares; 2025Q3: 70,084 shares; 2025Q4: 76,357 shares; 2026Q1: 76,121 shares; 2026Q2: 66,032 shares; 2026Q3: 64,625 shares 64,625 $3.04M 0.06% -1,407 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,745 shares; 2025Q1: 64,734 shares; 2025Q2: 76,770 shares; 2025Q3: 84,085 shares; 2025Q4: 81,575 shares; 2026Q1: 84,438 shares; 2026Q2: 84,380 shares; 2026Q3: 80,236 shares 80,236 $3.04M 0.06% -4,144 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,725 shares; 2025Q1: 8,097 shares; 2025Q2: 7,974 shares; 2025Q3: 8,351 shares; 2025Q4: 8,490 shares; 2026Q1: 8,272 shares; 2026Q2: 8,840 shares; 2026Q3: 8,639 shares 8,639 $3.04M 0.06% -201 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,877 shares; 2025Q1: 37,750 shares; 2025Q2: 42,862 shares; 2025Q3: 40,278 shares; 2025Q4: 48,836 shares; 2026Q1: 51,266 shares; 2026Q2: 47,637 shares; 2026Q3: 44,717 shares 44,717 $3.01M 0.05% -2,920 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,100 shares; 2025Q3: 15,802 shares; 2025Q4: 17,702 shares; 2026Q1: 20,911 shares; 2026Q2: 29,981 shares; 2026Q3: 51,843 shares 51,843 $3.01M 0.05% +21,862 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,571 shares; 2025Q4: 22,972 shares; 2026Q1: 24,687 shares; 2026Q2: 28,308 shares; 2026Q3: 29,746 shares 29,746 $3M 0.05% +1,438 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,161 shares; 2025Q1: 16,659 shares; 2025Q2: 15,110 shares; 2025Q3: 17,028 shares; 2025Q4: 19,539 shares; 2026Q1: 20,280 shares; 2026Q2: 30,387 shares; 2026Q3: 29,482 shares 29,482 $2.98M 0.05% -905 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,324 shares; 2025Q1: 20,931 shares; 2025Q2: 20,270 shares; 2025Q3: 23,353 shares; 2025Q4: 20,771 shares; 2026Q1: 19,493 shares; 2026Q2: 21,385 shares; 2026Q3: 20,079 shares 20,079 $2.98M 0.05% -1,306 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,624 shares; 2025Q1: 12,089 shares; 2025Q2: 20,926 shares; 2025Q3: 47,571 shares; 2025Q4: 45,246 shares; 2026Q1: 37,304 shares; 2026Q2: 30,524 shares; 2026Q3: 28,266 shares 28,266 $2.97M 0.05% -2,258 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; 2024Q4: 20,264 shares; 2025Q1: 28,068 shares; 2025Q2: 30,306 shares; 2025Q3: 26,350 shares; 2025Q4: 20,675 shares; 2026Q1: 20,829 shares; 2026Q2: 43,542 shares; 2026Q3: 46,383 shares 46,383 $2.96M 0.05% +2,841 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; 2024Q4: 4,172 shares; 2025Q1: 4,565 shares; 2025Q2: 4,397 shares; 2025Q3: 4,821 shares; 2025Q4: 4,852 shares; 2026Q1: 8,867 shares; 2026Q2: 9,595 shares; 2026Q3: 9,242 shares 9,242 $2.96M 0.05% -353 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,815 shares; 2025Q1: 3,307 shares; 2025Q2: 3,262 shares; 2025Q3: 3,384 shares; 2025Q4: 3,467 shares; 2026Q1: 5,073 shares; 2026Q2: 5,571 shares; 2026Q3: 4,348 shares 4,348 $2.94M 0.05% -1,223 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,152 shares; 2025Q1: 6,164 shares; 2025Q2: 15,212 shares; 2025Q3: 9,989 shares; 2025Q4: 9,276 shares; 2026Q1: 8,331 shares; 2026Q2: 11,101 shares; 2026Q3: 25,264 shares 25,264 $2.93M 0.05% +14,163 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,708 shares; 2025Q1: 21,834 shares; 2025Q2: 22,464 shares; 2025Q3: 20,472 shares; 2025Q4: 19,948 shares; 2026Q1: 18,268 shares; 2026Q2: 22,067 shares; 2026Q3: 29,359 shares 29,359 $2.9M 0.05% +7,292 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,296 shares; 2025Q1: 101,403 shares; 2025Q2: 66,737 shares; 2025Q3: 54,885 shares; 2025Q4: 81,026 shares; 2026Q1: 56,016 shares; 2026Q2: 58,148 shares; 2026Q3: 56,447 shares 56,447 $2.87M 0.05% -1,701 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,084 shares; 2025Q1: 35,604 shares; 2025Q2: 32,962 shares; 2025Q3: 47,699 shares; 2025Q4: 39,054 shares; 2026Q1: 45,215 shares; 2026Q2: 46,652 shares; 2026Q3: 60,548 shares 60,548 $2.87M 0.05% +13,896 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,504 shares; 2025Q3: 67,831 shares; 2025Q4: 118,378 shares; 2026Q1: 126,143 shares; 2026Q2: 140,086 shares; 2026Q3: 120,502 shares 120,502 $2.86M 0.05% -19,584 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,884 shares; 2025Q1: 17,023 shares; 2025Q2: 17,023 shares; 2025Q3: 17,669 shares; 2025Q4: 18,984 shares; 2026Q1: 19,239 shares; 2026Q2: 18,614 shares; 2026Q3: 18,451 shares 18,451 $2.84M 0.05% -163 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,077 shares; 2025Q1: 65,384 shares; 2025Q2: 56,158 shares; 2025Q3: 55,918 shares; 2025Q4: 53,929 shares; 2026Q1: 52,348 shares; 2026Q2: 48,253 shares; 2026Q3: 43,774 shares 43,774 $2.83M 0.05% -4,479 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: 25,452 shares; 2025Q3: 53,699 shares; 2025Q4: 17,844 shares; 2026Q1: 10,761 shares; 2026Q2: 47,933 shares; 2026Q3: 52,375 shares 52,375 $2.82M 0.05% +4,442 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 235,054 shares; 2025Q1: 227,429 shares; 2025Q2: 218,750 shares; 2025Q3: 218,719 shares; 2025Q4: 223,355 shares; 2026Q1: 225,745 shares; 2026Q2: 226,421 shares; 2026Q3: 210,885 shares 210,885 $2.82M 0.05% -15,536 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138,006 shares; 2025Q1: 157,095 shares; 2025Q2: 177,147 shares; 2025Q3: 203,897 shares; 2025Q4: 178,352 shares; 2026Q1: 157,837 shares; 2026Q2: 129,124 shares; 2026Q3: 140,524 shares 140,524 $2.81M 0.05% +11,400 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,825 shares; 2025Q1: 10,721 shares; 2025Q2: 16,084 shares; 2025Q3: 34,235 shares; 2025Q4: 32,877 shares; 2026Q1: 29,251 shares; 2026Q2: 23,944 shares; 2026Q3: 83,969 shares 83,969 $2.81M 0.05% +60,025 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,868 shares; 2025Q1: 70,313 shares; 2025Q2: 72,206 shares; 2025Q3: 71,745 shares; 2025Q4: 73,541 shares; 2026Q1: 73,541 shares; 2026Q2: 73,010 shares; 2026Q3: 72,830 shares 72,830 $2.8M 0.05% -180 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,521 shares; 2025Q4: 44,119 shares; 2026Q1: 56,135 shares; 2026Q2: 61,524 shares; 2026Q3: 62,100 shares 62,100 $2.78M 0.05% +576 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,594 shares; 2025Q3: 36,875 shares; 2025Q4: 41,936 shares; 2026Q1: 50,346 shares; 2026Q2: 66,283 shares; 2026Q3: 76,133 shares 76,133 $2.78M 0.05% +9,850 Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121,418 shares; 2026Q3: 77,657 shares 77,657 $2.77M 0.05% -43,761 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,476 shares; 2025Q1: 39,577 shares; 2025Q2: 44,351 shares; 2025Q3: 44,802 shares; 2025Q4: 42,253 shares; 2026Q1: 39,773 shares; 2026Q2: 39,693 shares; 2026Q3: 37,739 shares 37,739 $2.77M 0.05% -1,954 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,396 shares; 2025Q1: 19,791 shares; 2025Q2: 20,090 shares; 2025Q3: 15,717 shares; 2025Q4: 15,271 shares; 2026Q1: 15,222 shares; 2026Q2: 14,469 shares; 2026Q3: 14,508 shares 14,508 $2.77M 0.05% +39 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 162,972 shares; 2025Q1: 113,439 shares; 2025Q2: 77,408 shares; 2025Q3: 80,572 shares; 2025Q4: 79,052 shares; 2026Q1: 77,710 shares; 2026Q2: 73,327 shares; 2026Q3: 74,115 shares 74,115 $2.77M 0.05% +788 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,062 shares; 2025Q1: 2,279 shares; 2025Q2: 2,256 shares; 2025Q3: 1,400 shares; 2025Q4: 2,938 shares; 2026Q1: 1,539 shares; 2026Q2: 1,614 shares; 2026Q3: 3,660 shares 3,660 $2.76M 0.05% +2,046 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 157,894 shares; 2025Q1: 191,451 shares; 2025Q2: 145,296 shares; 2025Q3: 128,478 shares; 2025Q4: 124,855 shares; 2026Q1: 206,097 shares; 2026Q2: 121,468 shares; 2026Q3: 112,822 shares 112,822 $2.75M 0.05% -8,646 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; 2024Q4: 137,137 shares; 2025Q1: 106,265 shares; 2025Q2: 78,764 shares; 2025Q3: 64,087 shares; 2025Q4: 70,059 shares; 2026Q1: 62,934 shares; 2026Q2: 56,120 shares; 2026Q3: 54,386 shares 54,386 $2.71M 0.05% -1,734 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,827 shares; 2025Q1: 2,740 shares; 2025Q2: 2,367 shares; 2025Q3: 2,532 shares; 2025Q4: 3,571 shares; 2026Q1: 3,574 shares; 2026Q2: 3,443 shares; 2026Q3: 10,608 shares 10,608 $2.71M 0.05% +7,165 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,392 shares; 2025Q1: 31,344 shares; 2025Q2: 18,481 shares; 2025Q3: 17,703 shares; 2025Q4: 19,571 shares; 2026Q1: 130,652 shares; 2026Q2: 133,261 shares; 2026Q3: 137,849 shares 137,849 $2.71M 0.05% +4,588 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,050 shares; 2025Q3: 93,600 shares; 2025Q4: 94,000 shares; 2026Q1: 93,950 shares; 2026Q2: 91,500 shares; 2026Q3: 91,975 shares 91,975 $2.71M 0.05% +475 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; 2024Q4: 1,977 shares; 2025Q1: 1,860 shares; 2025Q2: 1,855 shares; 2025Q3: 1,647 shares; 2025Q4: 1,386 shares; 2026Q1: 1,294 shares; 2026Q2: 23,906 shares; 2026Q3: 16,607 shares 16,607 $2.71M 0.05% -7,299 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,976 shares; 2025Q1: 35,623 shares; 2025Q2: 35,717 shares; 2025Q3: 32,619 shares; 2025Q4: 29,861 shares; 2026Q1: 30,045 shares; 2026Q2: 27,683 shares; 2026Q3: 25,665 shares 25,665 $2.69M 0.05% -2,018 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,255 shares; 2025Q1: 28,243 shares; 2025Q2: 28,057 shares; 2025Q3: 26,932 shares; 2025Q4: 23,883 shares; 2026Q1: 23,595 shares; 2026Q2: 19,589 shares; 2026Q3: 18,305 shares 18,305 $2.69M 0.05% -1,284 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,052 shares; 2026Q2: 58,965 shares; 2026Q3: 102,083 shares 102,083 $2.67M 0.05% +43,118 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,336 shares; 2025Q1: 3,652 shares; 2025Q2: 3,849 shares; 2025Q3: 3,738 shares; 2025Q4: 4,555 shares; 2026Q1: 4,984 shares; 2026Q2: 6,088 shares; 2026Q3: 5,144 shares 5,144 $2.66M 0.05% -944 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; 2024Q4: 71,038 shares; 2025Q1: 68,962 shares; 2025Q2: 68,012 shares; 2025Q3: 61,033 shares; 2025Q4: 59,103 shares; 2026Q1: 82,235 shares; 2026Q2: 63,124 shares; 2026Q3: 64,221 shares 64,221 $2.65M 0.05% +1,097 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; 2024Q4: 14,610 shares; 2025Q1: 14,537 shares; 2025Q2: 15,437 shares; 2025Q3: 16,414 shares; 2025Q4: 16,173 shares; 2026Q1: 19,343 shares; 2026Q2: 16,804 shares; 2026Q3: 15,375 shares 15,375 $2.65M 0.05% -1,429 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,667 shares; 2025Q1: 10,564 shares; 2025Q2: 12,270 shares; 2025Q3: 12,434 shares; 2025Q4: 11,768 shares; 2026Q1: 10,754 shares; 2026Q2: 10,281 shares; 2026Q3: 10,315 shares 10,315 $2.63M 0.05% +34 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,740 shares; 2025Q4: 17,500 shares; 2026Q1: 11,297 shares; 2026Q2: 8,531 shares; 2026Q3: 48,135 shares 48,135 $2.61M 0.05% +39,604 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,465 shares; 2025Q1: 10,889 shares; 2025Q2: 10,683 shares; 2025Q3: 8,992 shares; 2025Q4: 9,286 shares; 2026Q1: 7,850 shares; 2026Q2: 7,847 shares; 2026Q3: 7,848 shares 7,848 $2.6M 0.05% +1 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,468 shares; 2025Q1: 37,096 shares; 2025Q2: 54,722 shares; 2025Q3: 60,879 shares; 2025Q4: 52,534 shares; 2026Q1: 55,220 shares; 2026Q2: 52,602 shares; 2026Q3: 52,909 shares 52,909 $2.6M 0.05% +307 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,667 shares; 2025Q1: 26,264 shares; 2025Q2: 35,246 shares; 2025Q3: 47,256 shares; 2025Q4: 37,728 shares; 2026Q1: 51,895 shares; 2026Q2: 42,898 shares; 2026Q3: 53,553 shares 53,553 $2.6M 0.05% +10,655 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,220 shares; 2025Q1: 15,396 shares; 2025Q2: 13,128 shares; 2025Q3: 12,977 shares; 2025Q4: 12,779 shares; 2026Q1: 16,196 shares; 2026Q2: 17,386 shares; 2026Q3: 16,711 shares 16,711 $2.59M 0.05% -675 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,589 shares; 2025Q4: 7,542 shares; 2026Q1: 5,301 shares; 2026Q2: 7,071 shares; 2026Q3: 6,453 shares 6,453 $2.59M 0.05% -618 Timeline BUFS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,876 shares; 2025Q3: 65,477 shares; 2025Q4: 64,765 shares; 2026Q1: 64,559 shares; 2026Q2: 62,455 shares; 2026Q3: 103,674 shares 103,674 $2.56M 0.05% +41,219 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,956 shares; 2025Q1: 70,651 shares; 2025Q2: 74,318 shares; 2025Q3: 75,361 shares; 2025Q4: 78,125 shares; 2026Q1: 82,881 shares; 2026Q2: 86,230 shares; 2026Q3: 85,261 shares 85,261 $2.56M 0.05% -969 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,872 shares; 2025Q1: 8,250 shares; 2025Q2: 31,557 shares; 2025Q3: 34,146 shares; 2025Q4: 29,629 shares; 2026Q1: 33,048 shares; 2026Q2: 38,758 shares; 2026Q3: 48,539 shares 48,539 $2.54M 0.05% +9,781 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,503 shares; 2025Q1: 6,655 shares; 2025Q2: 6,744 shares; 2025Q3: 13,803 shares; 2025Q4: 14,074 shares; 2026Q1: 13,174 shares; 2026Q2: 14,738 shares; 2026Q3: 21,373 shares 21,373 $2.52M 0.05% +6,635 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119,082 shares; 2026Q3: 115,522 shares 115,522 $2.47M 0.04% -3,560 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,483 shares; 2025Q1: 70,942 shares; 2025Q2: 103,696 shares; 2025Q3: 114,124 shares; 2025Q4: 149,209 shares; 2026Q1: 169,444 shares; 2026Q2: 160,679 shares; 2026Q3: 168,346 shares 168,346 $2.44M 0.04% +7,667 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232,711 shares; 2026Q1: 258,524 shares; 2026Q2: 212,854 shares; 2026Q3: 209,235 shares 209,235 $2.43M 0.04% -3,619 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,428 shares; 2025Q1: 66,543 shares; 2025Q2: 66,474 shares; 2025Q3: 68,668 shares; 2025Q4: 68,668 shares; 2026Q1: 68,668 shares; 2026Q2: 67,104 shares; 2026Q3: 67,076 shares 67,076 $2.42M 0.04% -28 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,158 shares; 2025Q1: 7,495 shares; 2025Q2: 12,088 shares; 2025Q3: 7,947 shares; 2025Q4: 14,415 shares; 2026Q1: 16,458 shares; 2026Q2: 7,995 shares; 2026Q3: 6,787 shares 6,787 $2.42M 0.04% -1,208 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,428 shares; 2025Q4: 5,814 shares; 2026Q1: 5,198 shares; 2026Q2: 5,364 shares; 2026Q3: 10,630 shares 10,630 $2.4M 0.04% +5,266 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; 2024Q4: not reported; 2025Q1: 20,447 shares; 2025Q2: 35,110 shares; 2025Q3: 47,367 shares; 2025Q4: 51,285 shares; 2026Q1: 41,354 shares; 2026Q2: 59,509 shares; 2026Q3: 65,321 shares 65,321 $2.4M 0.04% +5,812 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,188 shares; 2025Q1: 20,717 shares; 2025Q2: 22,432 shares; 2025Q3: 23,697 shares; 2025Q4: 26,719 shares; 2026Q1: 27,402 shares; 2026Q2: 31,478 shares; 2026Q3: 31,522 shares 31,522 $2.39M 0.04% +44 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,904 shares; 2025Q4: 39,483 shares; 2026Q1: 45,135 shares; 2026Q2: 22,816 shares; 2026Q3: 58,920 shares 58,920 $2.39M 0.04% +36,104 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,401 shares; 2025Q1: 76,942 shares; 2025Q2: 75,859 shares; 2025Q3: 73,960 shares; 2025Q4: 94,020 shares; 2026Q1: 117,507 shares; 2026Q2: 128,956 shares; 2026Q3: 96,025 shares 96,025 $2.37M 0.04% -32,931 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,699 shares; 2025Q1: 13,808 shares; 2025Q2: 24,633 shares; 2025Q3: 31,220 shares; 2025Q4: 32,164 shares; 2026Q1: 26,883 shares; 2026Q2: 27,725 shares; 2026Q3: 28,767 shares 28,767 $2.36M 0.04% +1,042 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,283 shares; 2025Q1: 5,417 shares; 2025Q2: 10,232 shares; 2025Q3: 4,070 shares; 2025Q4: 4,346 shares; 2026Q1: 6,897 shares; 2026Q2: 3,980 shares; 2026Q3: 11,299 shares 11,299 $2.36M 0.04% +7,319 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,847 shares; 2025Q1: 12,506 shares; 2025Q2: 14,564 shares; 2025Q3: 14,838 shares; 2025Q4: 24,879 shares; 2026Q1: 12,399 shares; 2026Q2: 18,546 shares; 2026Q3: 24,206 shares 24,206 $2.36M 0.04% +5,660 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,846 shares; 2025Q1: 3,272 shares; 2025Q2: 3,842 shares; 2025Q3: 4,014 shares; 2025Q4: 3,710 shares; 2026Q1: 4,122 shares; 2026Q2: 4,716 shares; 2026Q3: 4,619 shares 4,619 $2.35M 0.04% -97 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,423 shares; 2025Q3: 10,095 shares; 2025Q4: 14,990 shares; 2026Q1: 7,605 shares; 2026Q2: 9,542 shares; 2026Q3: 27,892 shares 27,892 $2.35M 0.04% +18,350 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,228 shares; 2025Q2: 4,748 shares; 2025Q3: 6,216 shares; 2025Q4: 52,207 shares; 2026Q1: 59,402 shares; 2026Q2: 54,985 shares; 2026Q3: 46,580 shares 46,580 $2.35M 0.04% -8,405 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; 2024Q4: 13,626 shares; 2025Q1: 15,893 shares; 2025Q2: 15,580 shares; 2025Q3: 15,481 shares; 2025Q4: 16,059 shares; 2026Q1: 16,073 shares; 2026Q2: 15,513 shares; 2026Q3: 13,673 shares 13,673 $2.34M 0.04% -1,840 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,787 shares; 2025Q1: 29,100 shares; 2025Q2: 29,999 shares; 2025Q3: 30,855 shares; 2025Q4: 30,278 shares; 2026Q1: 29,554 shares; 2026Q2: 30,818 shares; 2026Q3: 30,580 shares 30,580 $2.34M 0.04% -238 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,210 shares; 2025Q1: 11,119 shares; 2025Q2: 14,514 shares; 2025Q3: 15,305 shares; 2025Q4: 15,662 shares; 2026Q1: 15,539 shares; 2026Q2: 15,734 shares; 2026Q3: 15,921 shares 15,921 $2.33M 0.04% +187 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,294 shares; 2025Q1: 33,908 shares; 2025Q2: 36,330 shares; 2025Q3: 32,658 shares; 2025Q4: 58,579 shares; 2026Q1: 28,882 shares; 2026Q2: 29,989 shares; 2026Q3: 32,388 shares 32,388 $2.32M 0.04% +2,399 Timeline ICAP SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,119 shares; 2025Q1: 63,014 shares; 2025Q2: 67,949 shares; 2025Q3: 72,201 shares; 2025Q4: 76,451 shares; 2026Q1: 77,514 shares; 2026Q2: 82,697 shares; 2026Q3: 84,272 shares 84,272 $2.31M 0.04% +1,575 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,771 shares; 2025Q3: 36,142 shares; 2025Q4: 46,587 shares; 2026Q1: 70,937 shares; 2026Q2: 109,408 shares; 2026Q3: 120,869 shares 120,869 $2.31M 0.04% +11,461 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,925 shares; 2025Q3: 17,998 shares; 2025Q4: 18,516 shares; 2026Q1: 36,165 shares; 2026Q2: 39,708 shares; 2026Q3: 43,684 shares 43,684 $2.3M 0.04% +3,976 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,949 shares; 2026Q2: 30,461 shares; 2026Q3: 29,720 shares 29,720 $2.3M 0.04% -741 Timeline KKR & CO INC KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,400 shares; 2026Q3: 54,225 shares 54,225 $2.28M 0.04% +1,825 WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,282 shares; 2025Q1: 12,982 shares; 2025Q2: 10,196 shares; 2025Q3: 9,496 shares; 2025Q4: 11,533 shares; 2026Q1: 12,743 shares; 2026Q2: 8,874 shares; 2026Q3: 9,862 shares 9,862 $2.27M 0.04% +988 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,621 shares; 2025Q1: 12,842 shares; 2025Q2: 11,107 shares; 2025Q3: 11,262 shares; 2025Q4: 20,341 shares; 2026Q1: 14,796 shares; 2026Q2: 17,061 shares; 2026Q3: 17,483 shares 17,483 $2.26M 0.04% +422 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,347 shares; 2025Q1: 7,249 shares; 2025Q2: 19,389 shares; 2025Q3: 19,963 shares; 2025Q4: 20,525 shares; 2026Q1: 21,962 shares; 2026Q2: 25,606 shares; 2026Q3: 49,449 shares 49,449 $2.26M 0.04% +23,843 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,561 shares; 2025Q1: 9,543 shares; 2025Q2: 9,926 shares; 2025Q3: 11,951 shares; 2025Q4: 11,020 shares; 2026Q1: 13,683 shares; 2026Q2: 11,635 shares; 2026Q3: 12,000 shares 12,000 $2.26M 0.04% +365 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,536 shares; 2025Q1: 21,886 shares; 2025Q2: 20,448 shares; 2025Q3: 20,663 shares; 2025Q4: 20,969 shares; 2026Q1: 23,719 shares; 2026Q2: 15,719 shares; 2026Q3: 14,752 shares 14,752 $2.25M 0.04% -967 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,402 shares; 2025Q1: 5,773 shares; 2025Q2: 5,749 shares; 2025Q3: 5,535 shares; 2025Q4: 5,310 shares; 2026Q1: 4,878 shares; 2026Q2: 6,874 shares; 2026Q3: 6,914 shares 6,914 $2.24M 0.04% +40 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; 2024Q4: 50,753 shares; 2025Q1: 55,511 shares; 2025Q2: 62,681 shares; 2025Q3: 62,240 shares; 2025Q4: 60,254 shares; 2026Q1: 61,222 shares; 2026Q2: 61,888 shares; 2026Q3: 63,326 shares 63,326 $2.23M 0.04% +1,438 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,372 shares; 2026Q1: 55,271 shares; 2026Q2: 65,961 shares; 2026Q3: 46,303 shares 46,303 $2.23M 0.04% -19,658 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,476 shares; 2026Q3: 44,477 shares 44,477 $2.23M 0.04% +4,001 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,054 shares; 2025Q1: 42,054 shares; 2025Q2: 43,461 shares; 2025Q3: 43,387 shares; 2025Q4: 45,097 shares; 2026Q1: 45,097 shares; 2026Q2: 43,847 shares; 2026Q3: 43,807 shares 43,807 $2.22M 0.04% -40 Timeline BNDS SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,900 shares; 2025Q2: 17,000 shares; 2025Q3: 23,950 shares; 2025Q4: 30,350 shares; 2026Q1: 31,750 shares; 2026Q2: 44,450 shares; 2026Q3: 45,300 shares 45,300 $2.21M 0.04% +850 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,206 shares; 2025Q3: 178,488 shares; 2025Q4: 144,745 shares; 2026Q1: 145,263 shares; 2026Q2: 129,156 shares; 2026Q3: 85,889 shares 85,889 $2.2M 0.04% -43,267 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,699 shares; 2025Q1: 46,398 shares; 2025Q2: 61,047 shares; 2025Q3: 74,461 shares; 2025Q4: 124,696 shares; 2026Q1: 77,026 shares; 2026Q2: 113,135 shares; 2026Q3: 125,614 shares 125,614 $2.2M 0.04% +12,479 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,598 shares; 2025Q1: 16,625 shares; 2025Q2: 20,344 shares; 2025Q3: 22,226 shares; 2025Q4: 21,245 shares; 2026Q1: 20,373 shares; 2026Q2: 40,107 shares; 2026Q3: 40,572 shares 40,572 $2.19M 0.04% +465 Timeline LODI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,667 shares; 2026Q2: 54,007 shares; 2026Q3: 88,027 shares 88,027 $2.19M 0.04% +34,020 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,437 shares; 2025Q1: 35,001 shares; 2025Q2: 30,701 shares; 2025Q3: 25,474 shares; 2025Q4: 28,017 shares; 2026Q1: 32,073 shares; 2026Q2: 37,336 shares; 2026Q3: 42,878 shares 42,878 $2.19M 0.04% +5,542 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,632 shares; 2025Q1: 2,390 shares; 2025Q2: 4,108 shares; 2025Q3: 4,163 shares; 2025Q4: 4,007 shares; 2026Q1: 3,028 shares; 2026Q2: 3,130 shares; 2026Q3: 3,321 shares 3,321 $2.18M 0.04% +191 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,031 shares; 2025Q1: 3,471 shares; 2025Q2: 13,127 shares; 2025Q3: 15,810 shares; 2025Q4: 29,443 shares; 2026Q1: 5,785 shares; 2026Q2: 5,724 shares; 2026Q3: 5,702 shares 5,702 $2.18M 0.04% -22 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; 2024Q4: 41,499 shares; 2025Q1: 72,366 shares; 2025Q2: 243,099 shares; 2025Q3: 280,500 shares; 2025Q4: 85,817 shares; 2026Q1: 92,440 shares; 2026Q2: 90,919 shares; 2026Q3: 87,159 shares 87,159 $2.18M 0.04% -3,760 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,524 shares; 2025Q1: 68,753 shares; 2025Q2: 181,960 shares; 2025Q3: 97,033 shares; 2025Q4: 300,436 shares; 2026Q1: 314,747 shares; 2026Q2: 89,907 shares; 2026Q3: 115,117 shares 115,117 $2.17M 0.04% +25,210 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,114 shares; 2025Q1: 12,410 shares; 2025Q2: 10,154 shares; 2025Q3: 10,929 shares; 2025Q4: 32,044 shares; 2026Q1: 68,858 shares; 2026Q2: 68,307 shares; 2026Q3: 44,635 shares 44,635 $2.17M 0.04% -23,672 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; 2024Q4: 17,227 shares; 2025Q1: 23,735 shares; 2025Q2: 50,151 shares; 2025Q3: 68,202 shares; 2025Q4: 84,412 shares; 2026Q1: 69,105 shares; 2026Q2: 51,860 shares; 2026Q3: 54,462 shares 54,462 $2.17M 0.04% +2,602 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,785 shares; 2025Q1: 14,735 shares; 2025Q2: 10,485 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,416 shares; 2026Q2: 59,115 shares; 2026Q3: 91,921 shares 91,921 $2.13M 0.04% +32,806 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,037 shares; 2025Q1: 23,719 shares; 2025Q2: 22,310 shares; 2025Q3: 21,232 shares; 2025Q4: 17,057 shares; 2026Q1: 17,190 shares; 2026Q2: 20,220 shares; 2026Q3: 20,290 shares 20,290 $2.1M 0.04% +70 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,564 shares; 2025Q1: 13,900 shares; 2025Q2: 14,739 shares; 2025Q3: 14,387 shares; 2025Q4: 13,551 shares; 2026Q1: 13,556 shares; 2026Q2: 19,143 shares; 2026Q3: 15,206 shares 15,206 $2.09M 0.04% -3,937 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,482 shares; 2025Q1: 41,563 shares; 2025Q2: 38,738 shares; 2025Q3: 44,763 shares; 2025Q4: 37,458 shares; 2026Q1: 43,106 shares; 2026Q2: 36,834 shares; 2026Q3: 32,831 shares 32,831 $2.08M 0.04% -4,003 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,175 shares; 2025Q1: 4,969 shares; 2025Q2: 4,793 shares; 2025Q3: 4,618 shares; 2025Q4: 4,668 shares; 2026Q1: 6,115 shares; 2026Q2: 6,054 shares; 2026Q3: 8,951 shares 8,951 $2.07M 0.04% +2,897 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,868 shares; 2025Q3: 45,310 shares; 2025Q4: 47,948 shares; 2026Q1: 69,440 shares; 2026Q2: 53,671 shares; 2026Q3: 50,773 shares 50,773 $2.07M 0.04% -2,898 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,765 shares; 2025Q1: 10,525 shares; 2025Q2: 11,836 shares; 2025Q3: 13,550 shares; 2025Q4: 14,869 shares; 2026Q1: 15,122 shares; 2026Q2: 14,568 shares; 2026Q3: 21,939 shares 21,939 $2.06M 0.04% +7,371 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; 2024Q4: 11,558 shares; 2025Q1: 11,828 shares; 2025Q2: 13,185 shares; 2025Q3: 14,963 shares; 2025Q4: 20,448 shares; 2026Q1: 18,323 shares; 2026Q2: 17,942 shares; 2026Q3: 18,171 shares 18,171 $2.05M 0.04% +229 Timeline GAL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,926 shares; 2026Q3: 39,066 shares 39,066 $2.05M 0.04% +19,140 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,701 shares; 2025Q1: 7,571 shares; 2025Q2: 4,320 shares; 2025Q3: 4,799 shares; 2025Q4: 8,729 shares; 2026Q1: 7,705 shares; 2026Q2: 15,529 shares; 2026Q3: 12,961 shares 12,961 $2.04M 0.04% -2,568 Timeline TCAF 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; 2024Q4: 73,135 shares; 2025Q1: 75,329 shares; 2025Q2: 75,838 shares; 2025Q3: 72,391 shares; 2025Q4: 78,061 shares; 2026Q1: 73,108 shares; 2026Q2: 35,236 shares; 2026Q3: 48,310 shares 48,310 $2.04M 0.04% +13,074 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,451 shares; 2025Q1: 7,147 shares; 2025Q2: 7,937 shares; 2025Q3: 8,586 shares; 2025Q4: 8,203 shares; 2026Q1: 8,348 shares; 2026Q2: 8,702 shares; 2026Q3: 9,298 shares 9,298 $2.03M 0.04% +596 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231 shares; 2026Q1: not reported; 2026Q2: 765 shares; 2026Q3: 1,223 shares 1,223 $2.02M 0.04% +458 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 47,551 shares; 2025Q2: 58,341 shares; 2025Q3: 51,600 shares; 2025Q4: 63,204 shares; 2026Q1: 81,147 shares; 2026Q2: 78,875 shares; 2026Q3: 79,312 shares 79,312 $2.01M 0.04% +437 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 302,447 shares; 2025Q1: 287,075 shares; 2025Q2: 246,633 shares; 2025Q3: 180,425 shares; 2025Q4: 79,960 shares; 2026Q1: 95,015 shares; 2026Q2: 104,482 shares; 2026Q3: 83,790 shares 83,790 $2.01M 0.04% -20,692 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,202 shares; 2025Q1: 46,971 shares; 2025Q2: 43,185 shares; 2025Q3: 43,058 shares; 2025Q4: 42,452 shares; 2026Q1: 47,278 shares; 2026Q2: 60,967 shares; 2026Q3: 57,189 shares 57,189 $2.01M 0.04% -3,778 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,824 shares; 2025Q1: 5,311 shares; 2025Q2: 5,575 shares; 2025Q3: 6,553 shares; 2025Q4: 6,888 shares; 2026Q1: 6,075 shares; 2026Q2: 6,380 shares; 2026Q3: 6,351 shares 6,351 $2.01M 0.04% -29 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 172,786 shares; 2025Q1: 186,287 shares; 2025Q2: 137,305 shares; 2025Q3: 120,198 shares; 2025Q4: 119,297 shares; 2026Q1: 123,096 shares; 2026Q2: 87,302 shares; 2026Q3: 75,661 shares 75,661 $2.01M 0.04% -11,641 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,381 shares; 2025Q1: 10,897 shares; 2025Q2: 11,528 shares; 2025Q3: 22,253 shares; 2025Q4: 9,500 shares; 2026Q1: 9,828 shares; 2026Q2: 9,841 shares; 2026Q3: 13,437 shares 13,437 $1.99M 0.04% +3,596 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; 2024Q4: 2,016 shares; 2025Q1: 2,298 shares; 2025Q2: 3,419 shares; 2025Q3: 1,807 shares; 2025Q4: 2,866 shares; 2026Q1: 7,460 shares; 2026Q2: 8,842 shares; 2026Q3: 8,872 shares 8,872 $1.97M 0.04% +30 Timeline GAUG 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; 2024Q4: 178,680 shares; 2025Q1: 174,323 shares; 2025Q2: 92,361 shares; 2025Q3: 47,010 shares; 2025Q4: 47,486 shares; 2026Q1: 47,486 shares; 2026Q2: 47,072 shares; 2026Q3: 46,505 shares 46,505 $1.96M 0.04% -567 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,243 shares; 2025Q4: 52,515 shares; 2026Q1: 52,515 shares; 2026Q2: 52,515 shares; 2026Q3: 63,927 shares 63,927 $1.93M 0.04% +11,412 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,519 shares; 2025Q3: 11,599 shares; 2025Q4: 13,610 shares; 2026Q1: 24,021 shares; 2026Q2: 29,192 shares; 2026Q3: 35,846 shares 35,846 $1.93M 0.03% +6,654 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,904 shares; 2025Q4: 11,952 shares; 2026Q1: 15,166 shares; 2026Q2: 35,097 shares; 2026Q3: 40,626 shares 40,626 $1.92M 0.03% +5,529 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,942 shares; 2025Q1: 7,917 shares; 2025Q2: 22,544 shares; 2025Q3: 17,919 shares; 2025Q4: 13,985 shares; 2026Q1: 100,594 shares; 2026Q2: 18,588 shares; 2026Q3: 17,504 shares 17,504 $1.92M 0.03% -1,084 Timeline QVOL SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,850 shares; 2026Q3: 19,100 shares 19,100 $1.92M 0.03% +3,250 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,609 shares; 2026Q2: 30,069 shares; 2026Q3: 21,039 shares 21,039 $1.91M 0.03% -9,030 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,218 shares; 2025Q1: 4,777 shares; 2025Q2: 4,480 shares; 2025Q3: 6,248 shares; 2025Q4: 6,108 shares; 2026Q1: 6,208 shares; 2026Q2: 6,373 shares; 2026Q3: 7,024 shares 7,024 $1.91M 0.03% +651 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,213 shares; 2025Q1: 10,929 shares; 2025Q2: 12,498 shares; 2025Q3: 10,940 shares; 2025Q4: 10,389 shares; 2026Q1: 10,401 shares; 2026Q2: 10,362 shares; 2026Q3: 10,395 shares 10,395 $1.91M 0.03% +33 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,213 shares; 2025Q1: 97,522 shares; 2025Q2: 105,495 shares; 2025Q3: 124,106 shares; 2025Q4: 110,278 shares; 2026Q1: 116,961 shares; 2026Q2: 110,694 shares; 2026Q3: 108,188 shares 108,188 $1.9M 0.03% -2,506 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,600 shares; 2025Q1: 11,050 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 11,050 shares; 2026Q1: 30,961 shares; 2026Q2: 51,715 shares; 2026Q3: 98,290 shares 98,290 $1.89M 0.03% +46,575 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,995 shares; 2025Q1: 26,743 shares; 2025Q2: 23,480 shares; 2025Q3: 30,173 shares; 2025Q4: 30,102 shares; 2026Q1: 28,659 shares; 2026Q2: 24,711 shares; 2026Q3: 23,652 shares 23,652 $1.89M 0.03% -1,059 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; 2024Q4: 3,457 shares; 2025Q1: 9,857 shares; 2025Q2: 19,807 shares; 2025Q3: 5,707 shares; 2025Q4: 3,451 shares; 2026Q1: 18,621 shares; 2026Q2: 18,626 shares; 2026Q3: 18,896 shares 18,896 $1.89M 0.03% +270 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 221,261 shares; 2025Q1: 361,695 shares; 2025Q2: 411,096 shares; 2025Q3: 295,063 shares; 2025Q4: 40,239 shares; 2026Q1: 65,058 shares; 2026Q2: 80,054 shares; 2026Q3: 70,646 shares 70,646 $1.88M 0.03% -9,408 Timeline FMAY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,669 shares; 2026Q3: 32,448 shares 32,448 $1.86M 0.03% -221 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,731 shares; 2025Q2: 44,696 shares; 2025Q3: 37,285 shares; 2025Q4: 32,897 shares; 2026Q1: 29,614 shares; 2026Q2: 19,882 shares; 2026Q3: 42,327 shares 42,327 $1.86M 0.03% +22,445 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,346 shares; 2025Q1: 2,240 shares; 2025Q2: 1,964 shares; 2025Q3: 1,956 shares; 2025Q4: 2,084 shares; 2026Q1: 5,245 shares; 2026Q2: 5,574 shares; 2026Q3: 4,679 shares 4,679 $1.86M 0.03% -895 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,969 shares; 2025Q1: 6,763 shares; 2025Q2: 5,939 shares; 2025Q3: 6,019 shares; 2025Q4: 6,052 shares; 2026Q1: 6,052 shares; 2026Q2: 6,050 shares; 2026Q3: 6,141 shares 6,141 $1.84M 0.03% +91 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,424 shares; 2025Q4: 15,524 shares; 2026Q1: 44,685 shares; 2026Q2: 32,810 shares; 2026Q3: 32,464 shares 32,464 $1.84M 0.03% -346 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,330 shares; 2026Q1: 23,422 shares; 2026Q2: 26,215 shares; 2026Q3: 37,272 shares 37,272 $1.83M 0.03% +11,057 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,382 shares; 2025Q1: 7,674 shares; 2025Q2: 7,641 shares; 2025Q3: 7,641 shares; 2025Q4: 13,409 shares; 2026Q1: 12,730 shares; 2026Q2: 11,911 shares; 2026Q3: 11,950 shares 11,950 $1.82M 0.03% +39 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,769 shares; 2025Q1: 6,769 shares; 2025Q2: 6,702 shares; 2025Q3: 14,935 shares; 2025Q4: 19,959 shares; 2026Q1: 22,008 shares; 2026Q2: 26,645 shares; 2026Q3: 29,742 shares 29,742 $1.82M 0.03% +3,097 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; 2024Q4: 488,031 shares; 2025Q1: 502,979 shares; 2025Q2: 534,970 shares; 2025Q3: 534,266 shares; 2025Q4: 477,806 shares; 2026Q1: 445,126 shares; 2026Q2: 412,818 shares; 2026Q3: 315,223 shares 315,223 $1.82M 0.03% -97,595 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,821 shares; 2025Q1: 4,103 shares; 2025Q2: 4,192 shares; 2025Q3: 4,602 shares; 2025Q4: 4,511 shares; 2026Q1: 4,760 shares; 2026Q2: 4,093 shares; 2026Q3: 4,345 shares 4,345 $1.81M 0.03% +252 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,941 shares; 2025Q1: 3,867 shares; 2025Q2: 2,843 shares; 2025Q3: 3,027 shares; 2025Q4: 6,861 shares; 2026Q1: 6,326 shares; 2026Q2: 6,569 shares; 2026Q3: 8,091 shares 8,091 $1.8M 0.03% +1,522 Timeline JPHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,809 shares; 2026Q3: 36,775 shares 36,775 $1.79M 0.03% -14,034 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,333 shares; 2025Q1: 85,186 shares; 2025Q2: 92,536 shares; 2025Q3: 105,694 shares; 2025Q4: 104,369 shares; 2026Q1: 83,962 shares; 2026Q2: 87,552 shares; 2026Q3: 87,506 shares 87,506 $1.79M 0.03% -46 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,240 shares; 2025Q1: 27,577 shares; 2025Q2: 24,610 shares; 2025Q3: 23,614 shares; 2025Q4: 17,546 shares; 2026Q1: 14,059 shares; 2026Q2: 11,117 shares; 2026Q3: 10,883 shares 10,883 $1.79M 0.03% -234 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,401 shares; 2025Q1: 20,832 shares; 2025Q2: 21,078 shares; 2025Q3: 20,556 shares; 2025Q4: 24,505 shares; 2026Q1: 22,650 shares; 2026Q2: 22,770 shares; 2026Q3: 75,263 shares 75,263 $1.79M 0.03% +52,493 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,690 shares; 2025Q1: 84,040 shares; 2025Q2: 87,375 shares; 2025Q3: 87,116 shares; 2025Q4: 87,740 shares; 2026Q1: 86,727 shares; 2026Q2: 89,708 shares; 2026Q3: 51,898 shares 51,898 $1.78M 0.03% -37,810 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,543 shares; 2025Q1: 22,543 shares; 2025Q2: 24,316 shares; 2025Q3: 24,320 shares; 2025Q4: 23,947 shares; 2026Q1: 23,847 shares; 2026Q2: 24,848 shares; 2026Q3: 21,446 shares 21,446 $1.78M 0.03% -3,402 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,755 shares; 2025Q4: 6,863 shares; 2026Q1: 10,496 shares; 2026Q2: 11,124 shares; 2026Q3: 20,593 shares 20,593 $1.77M 0.03% +9,469 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,784 shares; 2025Q1: 6,756 shares; 2025Q2: 6,682 shares; 2025Q3: 6,709 shares; 2025Q4: 7,706 shares; 2026Q1: 7,953 shares; 2026Q2: 8,411 shares; 2026Q3: 18,054 shares 18,054 $1.76M 0.03% +9,643 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,464 shares; 2025Q1: 23,464 shares; 2025Q2: 23,115 shares; 2025Q3: 22,815 shares; 2025Q4: 22,091 shares; 2026Q1: 22,091 shares; 2026Q2: 23,134 shares; 2026Q3: 33,134 shares 33,134 $1.76M 0.03% +10,000 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,805 shares; 2025Q1: 19,557 shares; 2025Q2: 19,106 shares; 2025Q3: 18,564 shares; 2025Q4: 18,837 shares; 2026Q1: 17,996 shares; 2026Q2: 16,257 shares; 2026Q3: 19,740 shares 19,740 $1.76M 0.03% +3,483 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,113 shares 9,113 $1.75M 0.03% new Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,641 shares; 2026Q2: 36,057 shares; 2026Q3: 36,026 shares 36,026 $1.75M 0.03% -31 Timeline