IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,822 shares; 2024Q4: 46,552 shares; 2025Q1: 45,259 shares; 2025Q2: 44,430 shares; 2025Q3: 43,676 shares; 2025Q4: 43,044 shares; 2026Q1: 42,186 shares; 2026Q2: 41,826 shares 41,826 $31.3M 10.65% -360 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,525 shares; 2024Q4: 31,193 shares; 2025Q1: 30,460 shares; 2025Q2: 30,305 shares; 2025Q3: 29,727 shares; 2025Q4: 29,023 shares; 2026Q1: 28,237 shares; 2026Q2: 27,923 shares 27,923 $20.9M 7.09% -314 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,661 shares; 2024Q4: 35,297 shares; 2025Q1: 35,284 shares; 2025Q2: 34,673 shares; 2025Q3: 34,648 shares; 2025Q4: 34,482 shares; 2026Q1: 33,672 shares; 2026Q2: 134,146 shares 134,146 $16.7M 5.66% +100,474 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,069 shares; 2025Q4: 93,573 shares; 2026Q1: 101,325 shares; 2026Q2: 109,732 shares 109,732 $16.3M 5.52% +8,407 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,536 shares; 2025Q4: 209,928 shares; 2026Q1: 304,884 shares; 2026Q2: 404,833 shares 404,833 $11M 3.74% +99,949 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,819 shares; 2024Q4: 40,793 shares; 2025Q1: 39,515 shares; 2025Q2: 39,472 shares; 2025Q3: 38,151 shares; 2025Q4: 37,136 shares; 2026Q1: 36,229 shares; 2026Q2: 35,792 shares 35,792 $10.4M 3.52% -437 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,382 shares; 2024Q4: 11,278 shares; 2025Q1: 8,028 shares; 2025Q2: 8,023 shares; 2025Q3: 7,949 shares; 2025Q4: 7,910 shares; 2026Q1: 8,029 shares; 2026Q2: 7,991 shares 7,991 $9.58M 3.26% -38 Timeline LOWV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,075 shares; 2025Q2: 105,317 shares; 2025Q3: 108,434 shares; 2025Q4: 119,066 shares; 2026Q1: 118,672 shares; 2026Q2: 113,193 shares 113,193 $9.01M 3.06% -5,479 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,237 shares; 2024Q4: 116,018 shares; 2025Q1: 121,634 shares; 2025Q2: 134,076 shares; 2025Q3: 139,821 shares; 2025Q4: 138,678 shares; 2026Q1: 136,482 shares; 2026Q2: 133,479 shares 133,479 $7.54M 2.56% -3,003 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; 2024Q3: 25,800 shares; 2024Q4: 25,890 shares; 2025Q1: 25,290 shares; 2025Q2: 25,290 shares; 2025Q3: 25,620 shares; 2025Q4: 24,250 shares; 2026Q1: 24,250 shares; 2026Q2: 24,500 shares 24,500 $7.3M 2.48% +250 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,258 shares; 2024Q4: 40,231 shares; 2025Q1: 39,220 shares; 2025Q2: 38,766 shares; 2025Q3: 38,178 shares; 2025Q4: 35,001 shares; 2026Q1: 34,018 shares; 2026Q2: 34,031 shares 34,031 $7.24M 2.46% +13 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,288 shares; 2024Q4: 77,843 shares; 2025Q1: 85,580 shares; 2025Q2: 93,859 shares; 2025Q3: 98,437 shares; 2025Q4: 97,232 shares; 2026Q1: 96,245 shares; 2026Q2: 97,381 shares 97,381 $5.99M 2.03% +1,136 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,170 shares; 2024Q4: 22,268 shares; 2025Q1: 22,269 shares; 2025Q2: 22,351 shares; 2025Q3: 22,200 shares; 2025Q4: 22,193 shares; 2026Q1: 17,705 shares; 2026Q2: 17,651 shares 17,651 $5.78M 1.96% -54 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,365 shares; 2024Q4: 8,385 shares; 2025Q1: 9,062 shares; 2025Q2: 9,062 shares; 2025Q3: 9,047 shares; 2025Q4: 9,252 shares; 2026Q1: 9,347 shares; 2026Q2: 9,497 shares 9,497 $5.52M 1.88% +150 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; 2024Q3: 7,980 shares; 2024Q4: 7,884 shares; 2025Q1: 7,685 shares; 2025Q2: 7,681 shares; 2025Q3: 7,637 shares; 2025Q4: 7,712 shares; 2026Q1: 7,541 shares; 2026Q2: 7,464 shares 7,464 $5.25M 1.78% -77 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,002 shares; 2024Q4: 11,932 shares; 2025Q1: 11,932 shares; 2025Q2: 11,863 shares; 2025Q3: 11,863 shares; 2025Q4: 11,388 shares; 2026Q1: 11,388 shares; 2026Q2: 11,388 shares 11,388 $4.91M 1.67% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,146 shares; 2026Q2: 174,965 shares 174,965 $4.7M 1.6% +76,819 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,736 shares; 2024Q4: 27,199 shares; 2025Q1: 26,184 shares; 2025Q2: 26,336 shares; 2025Q3: 26,112 shares; 2025Q4: 25,373 shares; 2026Q1: 24,935 shares; 2026Q2: 24,615 shares 24,615 $4.56M 1.55% -320 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,640 shares; 2024Q4: 34,215 shares; 2025Q1: 34,085 shares; 2025Q2: 34,613 shares; 2025Q3: 34,961 shares; 2025Q4: 35,816 shares; 2026Q1: 35,816 shares; 2026Q2: 35,842 shares 35,842 $4.18M 1.42% +26 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,718 shares; 2024Q4: 16,623 shares; 2025Q1: 16,371 shares; 2025Q2: 16,441 shares; 2025Q3: 16,345 shares; 2025Q4: 16,185 shares; 2026Q1: 15,965 shares; 2026Q2: 15,972 shares 15,972 $3.81M 1.29% +7 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; 2024Q3: 40,258 shares; 2024Q4: 41,414 shares; 2025Q1: 41,486 shares; 2025Q2: 40,218 shares; 2025Q3: 40,002 shares; 2025Q4: 40,091 shares; 2026Q1: 39,725 shares; 2026Q2: 40,283 shares 40,283 $3.54M 1.2% +558 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; 2024Q3: 53,678 shares; 2024Q4: 50,171 shares; 2025Q1: 49,212 shares; 2025Q2: 47,853 shares; 2025Q3: 44,818 shares; 2025Q4: 44,042 shares; 2026Q1: 38,809 shares; 2026Q2: 37,945 shares 37,945 $3.48M 1.18% -864 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,751 shares; 2024Q4: 11,586 shares; 2025Q1: 11,118 shares; 2025Q2: 10,304 shares; 2025Q3: 10,107 shares; 2025Q4: 10,099 shares; 2026Q1: 9,989 shares; 2026Q2: 9,954 shares 9,954 $3.42M 1.16% -35 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,642 shares; 2024Q4: 24,004 shares; 2025Q1: 23,530 shares; 2025Q2: 23,410 shares; 2025Q3: 23,810 shares; 2025Q4: 23,845 shares; 2026Q1: 23,026 shares; 2026Q2: 22,766 shares 22,766 $3.33M 1.13% -260 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,535 shares; 2024Q4: 165,385 shares; 2025Q1: 162,658 shares; 2025Q2: 160,458 shares; 2025Q3: 153,838 shares; 2025Q4: 118,737 shares; 2026Q1: 111,008 shares; 2026Q2: 96,966 shares 96,966 $2.96M 1% -14,042 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; 2024Q3: 38,830 shares; 2024Q4: 36,972 shares; 2025Q1: 36,209 shares; 2025Q2: 35,500 shares; 2025Q3: 35,628 shares; 2025Q4: 35,210 shares; 2026Q1: 35,132 shares; 2026Q2: 34,879 shares 34,879 $2.82M 0.96% -253 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,612 shares; 2024Q4: 306,612 shares; 2025Q1: 194,172 shares; 2025Q2: 194,172 shares; 2025Q3: 194,172 shares; 2025Q4: 187,652 shares; 2026Q1: 183,552 shares; 2026Q2: 182,918 shares 182,918 $2.77M 0.94% -634 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,634 shares; 2024Q4: 5,189 shares; 2025Q1: 5,190 shares; 2025Q2: 5,176 shares; 2025Q3: 5,151 shares; 2025Q4: 5,151 shares; 2026Q1: 5,151 shares; 2026Q2: 5,056 shares 5,056 $2.64M 0.9% -95 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,250 shares; 2024Q4: 11,904 shares; 2025Q1: 11,330 shares; 2025Q2: 11,324 shares; 2025Q3: 11,200 shares; 2025Q4: 11,043 shares; 2026Q1: 10,264 shares; 2026Q2: 10,182 shares 10,182 $2.47M 0.84% -82 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,576 shares; 2024Q4: 11,739 shares; 2025Q1: 10,831 shares; 2025Q2: 10,558 shares; 2025Q3: 9,674 shares; 2025Q4: 9,149 shares; 2026Q1: 9,046 shares; 2026Q2: 9,046 shares 9,046 $2.3M 0.78% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,517 shares; 2024Q4: 10,178 shares; 2025Q1: 9,718 shares; 2025Q2: 9,798 shares; 2025Q3: 9,728 shares; 2025Q4: 9,724 shares; 2026Q1: 9,479 shares; 2026Q2: 9,379 shares 9,379 $2.27M 0.77% -100 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,010 shares; 2024Q4: 5,970 shares; 2025Q1: 5,970 shares; 2025Q2: 5,970 shares; 2025Q3: 6,127 shares; 2025Q4: 5,940 shares; 2026Q1: 5,941 shares; 2026Q2: 5,966 shares 5,966 $2.25M 0.77% +25 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,851 shares; 2024Q4: 6,686 shares; 2025Q1: 6,532 shares; 2025Q2: 6,508 shares; 2025Q3: 6,364 shares; 2025Q4: 6,208 shares; 2026Q1: 6,090 shares; 2026Q2: 5,908 shares 5,908 $2.2M 0.75% -182 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 11,331 shares; 2025Q4: 17,312 shares; 2026Q1: 20,842 shares; 2026Q2: 22,521 shares 22,521 $2.18M 0.74% +1,679 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,880 shares; 2024Q4: 2,844 shares; 2025Q1: 4,759 shares; 2025Q2: 7,330 shares; 2025Q3: 8,282 shares; 2025Q4: 8,278 shares; 2026Q1: 8,192 shares; 2026Q2: 8,198 shares 8,198 $2.07M 0.7% +6 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,736 shares; 2024Q4: 22,810 shares; 2025Q1: 21,508 shares; 2025Q2: 21,686 shares; 2025Q3: 21,576 shares; 2025Q4: 43,392 shares; 2026Q1: 43,900 shares; 2026Q2: 43,612 shares 43,612 $1.98M 0.67% -288 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,003 shares; 2024Q4: 12,585 shares; 2025Q1: 12,697 shares; 2025Q2: 12,668 shares; 2025Q3: 12,558 shares; 2025Q4: 12,475 shares; 2026Q1: 11,868 shares; 2026Q2: 11,581 shares 11,581 $1.91M 0.65% -287 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,175 shares; 2024Q4: 6,940 shares; 2025Q1: 6,844 shares; 2025Q2: 6,853 shares; 2025Q3: 6,883 shares; 2025Q4: 6,926 shares; 2026Q1: 6,527 shares; 2026Q2: 6,256 shares 6,256 $1.88M 0.64% -271 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,852 shares; 2024Q4: 20,267 shares; 2025Q1: 19,823 shares; 2025Q2: 20,151 shares; 2025Q3: 20,324 shares; 2025Q4: 20,340 shares; 2026Q1: 19,711 shares; 2026Q2: 19,139 shares 19,139 $1.58M 0.54% -572 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,234 shares; 2024Q4: 47,111 shares; 2025Q1: 46,266 shares; 2025Q2: 45,187 shares; 2025Q3: 45,092 shares; 2025Q4: 42,080 shares; 2026Q1: 41,350 shares; 2026Q2: 41,125 shares 41,125 $1.56M 0.53% -225 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,875 shares; 2025Q4: 8,475 shares; 2026Q1: 8,475 shares; 2026Q2: 8,975 shares 8,975 $1.55M 0.53% +500 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,556 shares; 2025Q1: 59,700 shares; 2025Q2: 58,664 shares; 2025Q3: 58,141 shares; 2025Q4: 59,643 shares; 2026Q1: 60,157 shares; 2026Q2: 59,446 shares 59,446 $1.53M 0.52% -711 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,945 shares; 2024Q4: 3,808 shares; 2025Q1: 3,849 shares; 2025Q2: 3,786 shares; 2025Q3: 3,649 shares; 2025Q4: 3,614 shares; 2026Q1: 3,799 shares; 2026Q2: 3,889 shares 3,889 $1.53M 0.52% +90 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,146 shares; 2024Q4: 24,304 shares; 2025Q1: 25,420 shares; 2025Q2: 25,199 shares; 2025Q3: 25,037 shares; 2025Q4: 25,764 shares; 2026Q1: 25,543 shares; 2026Q2: 25,606 shares 25,606 $1.51M 0.51% +63 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,680 shares; 2024Q4: 5,894 shares; 2025Q1: 6,394 shares; 2025Q2: 6,529 shares; 2025Q3: 7,359 shares; 2025Q4: 7,204 shares; 2026Q1: 7,304 shares; 2026Q2: 7,507 shares 7,507 $1.5M 0.51% +203 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,991 shares; 2024Q4: 21,430 shares; 2025Q1: 20,225 shares; 2025Q2: 19,393 shares; 2025Q3: 19,600 shares; 2025Q4: 20,050 shares; 2026Q1: 20,133 shares; 2026Q2: 19,754 shares 19,754 $1.48M 0.5% -379 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,473 shares; 2024Q4: 13,928 shares; 2025Q1: 13,604 shares; 2025Q2: 13,270 shares; 2025Q3: 13,006 shares; 2025Q4: 12,628 shares; 2026Q1: 12,303 shares; 2026Q2: 12,178 shares 12,178 $1.43M 0.49% -125 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,397 shares; 2024Q4: 24,397 shares; 2025Q1: 24,397 shares; 2025Q2: 24,648 shares; 2025Q3: 24,648 shares; 2025Q4: 24,648 shares; 2026Q1: 24,648 shares; 2026Q2: 24,641 shares 24,641 $1.4M 0.48% -7 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,928 shares; 2024Q4: 30,559 shares; 2025Q1: 3,752 shares; 2025Q2: 3,752 shares; 2025Q3: 3,603 shares; 2025Q4: 7,205 shares; 2026Q1: 7,101 shares; 2026Q2: 7,068 shares 7,068 $1.35M 0.46% -33 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,437 shares; 2024Q4: 15,008 shares; 2025Q1: 14,846 shares; 2025Q2: 14,846 shares; 2025Q3: 8,033 shares; 2025Q4: 8,149 shares; 2026Q1: 8,149 shares; 2026Q2: 8,038 shares 8,038 $1.28M 0.43% -111 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,520 shares; 2024Q4: 14,159 shares; 2025Q1: 14,054 shares; 2025Q2: 14,264 shares; 2025Q3: 13,612 shares; 2025Q4: 14,047 shares; 2026Q1: 13,967 shares; 2026Q2: 13,785 shares 13,785 $1.26M 0.43% -182 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,523 shares; 2024Q4: 28,635 shares; 2025Q1: 26,628 shares; 2025Q2: 26,628 shares; 2025Q3: 25,738 shares; 2025Q4: 25,633 shares; 2026Q1: 24,811 shares; 2026Q2: 23,827 shares 23,827 $1.23M 0.42% -984 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,435 shares; 2024Q4: 14,266 shares; 2025Q1: 14,387 shares; 2025Q2: 14,727 shares; 2025Q3: 14,610 shares; 2025Q4: 14,941 shares; 2026Q1: 14,777 shares; 2026Q2: 15,011 shares 15,011 $1.14M 0.39% +234 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,179 shares; 2024Q4: 2,005 shares; 2025Q1: 1,815 shares; 2025Q2: 1,545 shares; 2025Q3: 1,305 shares; 2025Q4: 1,285 shares; 2026Q1: 1,265 shares; 2026Q2: 1,215 shares 1,215 $1.14M 0.39% -50 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,236 shares; 2026Q1: 4,967 shares; 2026Q2: 6,121 shares 6,121 $1.01M 0.34% +1,154 Timeline DMX DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,970 shares; 2025Q3: 15,318 shares; 2025Q4: 17,014 shares; 2026Q1: 19,269 shares; 2026Q2: 19,589 shares 19,589 $984K 0.33% +320 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,490 shares; 2024Q4: 2,435 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,143 shares; 2025Q4: 2,093 shares; 2026Q1: 2,031 shares; 2026Q2: 2,016 shares 2,016 $934K 0.32% -15 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,779 shares; 2024Q4: 2,589 shares; 2025Q1: 2,389 shares; 2025Q2: 2,389 shares; 2025Q3: 2,389 shares; 2025Q4: 2,389 shares; 2026Q1: 2,389 shares; 2026Q2: 2,389 shares 2,389 $759K 0.26% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,599 shares; 2024Q4: 2,624 shares; 2025Q1: 2,574 shares; 2025Q2: 2,574 shares; 2025Q3: 2,574 shares; 2025Q4: 2,574 shares; 2026Q1: 2,874 shares; 2026Q2: 2,874 shares 2,874 $749K 0.25% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,572 shares; 2024Q4: 6,572 shares; 2025Q1: 6,302 shares; 2025Q2: 6,302 shares; 2025Q3: 5,802 shares; 2025Q4: 5,802 shares; 2026Q1: 7,927 shares; 2026Q2: 8,027 shares 8,027 $741K 0.25% +100 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,576 shares; 2024Q4: 3,366 shares; 2025Q1: 3,204 shares; 2025Q2: 3,226 shares; 2025Q3: 3,306 shares; 2025Q4: 3,270 shares; 2026Q1: 3,245 shares; 2026Q2: 3,302 shares 3,302 $730K 0.25% +57 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; 2024Q3: 10,275 shares; 2024Q4: 10,076 shares; 2025Q1: 9,801 shares; 2025Q2: 9,745 shares; 2025Q3: 9,500 shares; 2025Q4: 9,229 shares; 2026Q1: 8,892 shares; 2026Q2: 8,705 shares 8,705 $723K 0.25% -187 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,145 shares; 2025Q4: 26,145 shares; 2026Q1: 26,145 shares; 2026Q2: 26,145 shares 26,145 $677K 0.23% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 1,807 shares; 2026Q1: 1,808 shares; 2026Q2: 1,808 shares 1,808 $676K 0.23% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,458 shares; 2025Q4: 8,163 shares; 2026Q1: 9,233 shares; 2026Q2: 10,233 shares 10,233 $607K 0.21% +1,000 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,001 shares; 2024Q4: 5,001 shares; 2025Q1: 5,151 shares; 2025Q2: 5,151 shares; 2025Q3: 5,151 shares; 2025Q4: 5,195 shares; 2026Q1: 5,195 shares; 2026Q2: 5,320 shares 5,320 $603K 0.2% +125 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,399 shares; 2024Q4: 10,124 shares; 2025Q1: 9,402 shares; 2025Q2: 9,402 shares; 2025Q3: 8,782 shares; 2025Q4: 8,747 shares; 2026Q1: 8,337 shares; 2026Q2: 7,982 shares 7,982 $598K 0.2% -355 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,102 shares; 2024Q4: 7,842 shares; 2025Q1: 7,042 shares; 2025Q2: 7,042 shares; 2025Q3: 7,017 shares; 2025Q4: 7,017 shares; 2026Q1: 6,957 shares; 2026Q2: 6,727 shares 6,727 $584K 0.2% -230 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,192 shares; 2024Q4: 22,192 shares; 2025Q1: 20,992 shares; 2025Q2: 20,192 shares; 2025Q3: 19,410 shares; 2025Q4: 19,410 shares; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares 17,000 $575K 0.2% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,797 shares; 2024Q4: 1,797 shares; 2025Q1: 1,708 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares 1,570 $569K 0.19% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,229 shares; 2024Q4: 11,974 shares; 2025Q1: 11,450 shares; 2025Q2: 11,528 shares; 2025Q3: 11,829 shares; 2025Q4: 11,774 shares; 2026Q1: 11,479 shares; 2026Q2: 11,274 shares 11,274 $568K 0.19% -205 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,975 shares; 2026Q2: 15,154 shares 15,154 $558K 0.19% +179 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; 2024Q3: 7,589 shares; 2024Q4: 6,864 shares; 2025Q1: 5,994 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 5,793 shares; 2026Q1: 5,793 shares; 2026Q2: 6,023 shares 6,023 $547K 0.19% +230 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,805 shares; 2026Q2: 13,005 shares 13,005 $536K 0.18% +200 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,800 shares; 2024Q4: 14,682 shares; 2025Q1: 14,682 shares; 2025Q2: 14,682 shares; 2025Q3: 16,281 shares; 2025Q4: 12,121 shares; 2026Q1: 12,121 shares; 2026Q2: 12,121 shares 12,121 $530K 0.18% 0 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,742 shares 19,742 $509K 0.17% new Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,477 shares; 2025Q2: 7,408 shares; 2025Q3: 8,305 shares; 2025Q4: 9,761 shares; 2026Q1: 10,669 shares; 2026Q2: 10,632 shares 10,632 $505K 0.17% -37 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,127 shares; 2024Q4: 4,924 shares; 2025Q1: 4,835 shares; 2025Q2: 4,493 shares; 2025Q3: 4,484 shares; 2025Q4: 4,141 shares; 2026Q1: 4,230 shares; 2026Q2: 4,495 shares 4,495 $504K 0.17% +265 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,567 shares 3,567 $498K 0.17% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,254 shares; 2026Q1: 2,255 shares; 2026Q2: 2,256 shares 2,256 $497K 0.17% +1 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,112 shares; 2025Q4: 16,894 shares; 2026Q1: 18,069 shares; 2026Q2: 17,702 shares 17,702 $489K 0.17% -367 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,199 shares; 2024Q4: 5,963 shares; 2025Q1: 5,963 shares; 2025Q2: 5,886 shares; 2025Q3: 5,656 shares; 2025Q4: 5,545 shares; 2026Q1: 5,489 shares; 2026Q2: 5,410 shares 5,410 $487K 0.17% -79 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,580 shares; 2025Q2: 7,840 shares; 2025Q3: 8,250 shares; 2025Q4: 8,680 shares; 2026Q1: 8,645 shares; 2026Q2: 8,314 shares 8,314 $485K 0.16% -331 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,720 shares; 2024Q4: 5,720 shares; 2025Q1: 5,720 shares; 2025Q2: 5,720 shares; 2025Q3: 5,720 shares; 2025Q4: 5,720 shares; 2026Q1: 5,720 shares; 2026Q2: 5,720 shares 5,720 $478K 0.16% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,652 shares; 2024Q4: 32,705 shares; 2025Q1: 31,298 shares; 2025Q2: 31,177 shares; 2025Q3: 10,398 shares; 2025Q4: 10,336 shares; 2026Q1: 7,546 shares; 2026Q2: 7,634 shares 7,634 $475K 0.16% +88 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,548 shares; 2025Q3: 6,388 shares; 2025Q4: 6,568 shares; 2026Q1: 8,098 shares; 2026Q2: 9,367 shares 9,367 $473K 0.16% +1,269 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,153 shares; 2025Q1: 1,083 shares; 2025Q2: 1,118 shares; 2025Q3: 1,153 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares; 2026Q2: 1,118 shares 1,118 $470K 0.16% 0 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $462K 0.16% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares 450 $434K 0.15% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,396 shares; 2026Q2: 1,216 shares 1,216 $430K 0.15% -180 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,845 shares; 2025Q4: 6,957 shares; 2026Q1: 8,368 shares; 2026Q2: 8,428 shares 8,428 $425K 0.14% +60 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,305 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares 1,105 $410K 0.14% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,470 shares; 2024Q4: 6,582 shares; 2025Q1: 6,809 shares; 2025Q2: 6,987 shares; 2025Q3: 6,978 shares; 2025Q4: 6,986 shares; 2026Q1: 6,973 shares; 2026Q2: 6,949 shares 6,949 $401K 0.14% -24 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,681 shares; 2024Q4: 9,925 shares; 2025Q1: 13,038 shares; 2025Q2: 12,953 shares; 2025Q3: 12,941 shares; 2025Q4: 12,909 shares; 2026Q1: 2,947 shares; 2026Q2: 14,570 shares 14,570 $399K 0.14% +11,623 Timeline IPAV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,805 shares; 2025Q4: 9,808 shares; 2026Q1: 11,383 shares; 2026Q2: 12,331 shares 12,331 $396K 0.13% +948 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,730 shares; 2025Q3: 5,962 shares; 2025Q4: 6,275 shares; 2026Q1: 6,275 shares; 2026Q2: 6,621 shares 6,621 $395K 0.13% +346 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares; 2026Q2: 1,520 shares 1,520 $360K 0.12% -20 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,680 shares; 2026Q2: 6,180 shares 6,180 $343K 0.12% +500 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; 2024Q3: 3,886 shares; 2024Q4: 3,886 shares; 2025Q1: 3,776 shares; 2025Q2: 3,416 shares; 2025Q3: 3,154 shares; 2025Q4: 6,308 shares; 2026Q1: 6,308 shares; 2026Q2: 6,628 shares 6,628 $337K 0.11% +320 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; 2024Q3: not reported; 2024Q4: 3,435 shares; 2025Q1: not reported; 2025Q2: 3,080 shares; 2025Q3: 3,186 shares; 2025Q4: 2,941 shares; 2026Q1: 2,941 shares; 2026Q2: 2,791 shares 2,791 $328K 0.11% -150 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,758 shares 7,758 $325K 0.11% new Timeline NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,690 shares 10,690 $325K 0.11% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: not reported; 2026Q2: 425 shares 425 $324K 0.11% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 3,876 shares 3,876 $312K 0.11% +2,956 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,549 shares; 2024Q4: 2,525 shares; 2025Q1: 2,547 shares; 2025Q2: 2,525 shares; 2025Q3: 2,563 shares; 2025Q4: 2,383 shares; 2026Q1: 2,340 shares; 2026Q2: 2,283 shares 2,283 $309K 0.11% -57 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,077 shares 10,077 $306K 0.1% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,628 shares; 2024Q4: 9,628 shares; 2025Q1: 9,428 shares; 2025Q2: 8,808 shares; 2025Q3: 6,808 shares; 2025Q4: 4,573 shares; 2026Q1: 4,873 shares; 2026Q2: 4,873 shares 4,873 $304K 0.1% 0 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares; 2026Q2: 5,285 shares 5,285 $293K 0.1% -15 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; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 592 shares; 2026Q2: 572 shares 572 $291K 0.1% -20 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,590 shares; 2026Q1: 6,470 shares; 2026Q2: 6,420 shares 6,420 $289K 0.1% -50 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,942 shares; 2024Q4: 6,872 shares; 2025Q1: 6,365 shares; 2025Q2: 6,315 shares; 2025Q3: 6,054 shares; 2025Q4: 6,054 shares; 2026Q1: 6,054 shares; 2026Q2: 6,204 shares 6,204 $273K 0.09% +150 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares; 2026Q2: 1,079 shares 1,079 $272K 0.09% 0 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,139 shares 4,139 $268K 0.09% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,487 shares 2,487 $248K 0.08% new Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,730 shares; 2024Q4: 14,670 shares; 2025Q1: 14,170 shares; 2025Q2: 14,170 shares; 2025Q3: 11,670 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,970 shares 8,970 $246K 0.08% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,717 shares 3,717 $244K 0.08% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,095 shares; 2024Q4: 4,945 shares; 2025Q1: 4,978 shares; 2025Q2: 4,978 shares; 2025Q3: 5,156 shares; 2025Q4: 4,315 shares; 2026Q1: 4,357 shares; 2026Q2: 4,422 shares 4,422 $240K 0.08% +65 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 412 shares; 2026Q1: 412 shares; 2026Q2: 422 shares 422 $238K 0.08% +10 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,162 shares; 2024Q4: not reported; 2025Q1: 3,162 shares; 2025Q2: 3,162 shares; 2025Q3: 3,162 shares; 2025Q4: 2,924 shares; 2026Q1: 2,924 shares; 2026Q2: 2,924 shares 2,924 $238K 0.08% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $231K 0.08% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,094 shares; 2024Q4: not reported; 2025Q1: 3,094 shares; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares; 2026Q1: 3,094 shares; 2026Q2: 3,145 shares 3,145 $227K 0.08% +51 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,780 shares; 2024Q4: 6,515 shares; 2025Q1: 5,775 shares; 2025Q2: 5,758 shares; 2025Q3: 5,576 shares; 2025Q4: 5,460 shares; 2026Q1: 5,150 shares; 2026Q2: 4,460 shares 4,460 $225K 0.08% -690 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,055 shares; 2024Q4: 19,545 shares; 2025Q1: 5,347 shares; 2025Q2: 5,231 shares; 2025Q3: 4,899 shares; 2025Q4: 4,849 shares; 2026Q1: 4,631 shares; 2026Q2: 4,416 shares 4,416 $223K 0.08% -215 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,832 shares 1,832 $218K 0.07% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 3,056 shares; 2025Q1: 3,015 shares; 2025Q2: 2,815 shares; 2025Q3: 2,715 shares; 2025Q4: 2,365 shares; 2026Q1: not reported; 2026Q2: 2,365 shares 2,365 $212K 0.07% new Timeline DSPY TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,143 shares 3,143 $207K 0.07% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,345 shares; 2024Q4: 17,752 shares; 2025Q1: 17,252 shares; 2025Q2: 8,994 shares; 2025Q3: 8,566 shares; 2025Q4: 8,566 shares; 2026Q1: 8,566 shares; 2026Q2: 8,476 shares 8,476 $204K 0.07% -90 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,100 shares 7,100 $202K 0.07% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 1,245 shares; 2026Q2: 1,290 shares 1,290 $202K 0.07% +45 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,030 shares; 2024Q4: 20,580 shares; 2025Q1: 19,400 shares; 2025Q2: 19,400 shares; 2025Q3: 17,470 shares; 2025Q4: 14,465 shares; 2026Q1: 14,465 shares; 2026Q2: 14,465 shares 14,465 $201K 0.07% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,360 shares; 2026Q2: 14,360 shares 14,360 $177K 0.06% 0 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,130 shares; 2026Q2: 17,130 shares 17,130 $134K 0.05% 0 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,266 shares; 2024Q4: 30,206 shares; 2025Q1: 28,640 shares; 2025Q2: 25,640 shares; 2025Q3: 23,640 shares; 2025Q4: 18,640 shares; 2026Q1: 18,640 shares; 2026Q2: 18,640 shares 18,640 $88.4K 0.03% 0 Timeline ABOS ACUMEN PHARMACEUTICALS INC More: the full row for ACUMEN PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,150 shares; 2024Q4: 30,150 shares; 2025Q1: 30,150 shares; 2025Q2: 30,150 shares; 2025Q3: 30,150 shares; 2025Q4: 30,150 shares; 2026Q1: 30,150 shares; 2026Q2: 30,150 shares 30,150 $80.5K 0.03% 0 Timeline BLNK BLINK CHARGING CO More: the full row for BLINK CHARGING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,685 shares; 2024Q4: 12,685 shares; 2025Q1: 12,685 shares; 2025Q2: 12,485 shares; 2025Q3: 12,485 shares; 2025Q4: 12,485 shares; 2026Q1: 12,485 shares; 2026Q2: 12,485 shares 12,485 $7.99K <0.01% 0 Timeline