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Jaffetilchin Investment Partners, LLC

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13F filer, CIK 1404652, TAMPA, FL

Jaffetilchin Investment Partners, LLC reported $1,680,506,581 across 461 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 35.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001404652-26-000003

Period
2026-03-31
Reported value
$1.68B
Holdings
461
Top 10 weight
35.8%
New
53
Sold out
45

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FBNDadded+830,845$37.9M
DJANadded+463,265$19.7M
EMBnew+199,452$18.7M
VTVadded+82,269$16.1M
MORTadded+1,438,414$14.8M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TFLOreduced-525,447-$26.6M
VGSHreduced-347,262-$20.3M
SHYreduced-245,281-$20.3M
SPTMreduced-128,977-$10.2M
VTIreduced-31,588-$10.1M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001404652-26-000003, largest first. % of portfolio is the value over $1,680,506,581, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 679,599 shares; 2024Q3: 668,034 shares; 2024Q4: 684,820 shares; 2025Q1: 682,543 shares; 2025Q2: 718,201 shares; 2025Q3: 725,617 shares; 2025Q4: 738,358 shares; 2026Q1: 671,625 shares 671,625$95.7M5.69%-66,733Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 301,985 shares; 2024Q3: 368,336 shares; 2024Q4: 364,627 shares; 2025Q1: 361,544 shares; 2025Q2: 361,032 shares; 2025Q3: 345,481 shares; 2025Q4: 340,107 shares; 2026Q1: 330,621 shares 330,621$83.9M4.99%-9,486Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 787,247 shares; 2024Q3: 819,617 shares; 2024Q4: 2,528,316 shares; 2025Q1: 2,549,269 shares; 2025Q2: 2,558,273 shares; 2025Q3: 2,563,178 shares; 2025Q4: 2,570,082 shares; 2026Q1: 2,576,470 shares 2,576,470$66.1M3.93%+6,388Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 226,121 shares; 2024Q3: 221,065 shares; 2024Q4: 227,474 shares; 2025Q1: 226,821 shares; 2025Q2: 233,030 shares; 2025Q3: 233,596 shares; 2025Q4: 235,463 shares; 2026Q1: 203,875 shares 203,875$65.4M3.89%-31,588Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 429,618 shares; 2024Q3: 425,829 shares; 2024Q4: 417,586 shares; 2025Q1: 418,062 shares; 2025Q2: 415,123 shares; 2025Q3: 388,789 shares; 2025Q4: 368,226 shares; 2026Q1: 366,535 shares 366,535$63.9M3.8%-1,691Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 197,468 shares; 2024Q3: 198,930 shares; 2024Q4: 200,203 shares; 2025Q1: 201,992 shares; 2025Q2: 202,141 shares; 2025Q3: 202,622 shares; 2025Q4: 203,639 shares; 2026Q1: 204,185 shares 204,185$61M3.63%+546Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 722,069 shares; 2025Q2: 728,608 shares; 2025Q3: 735,946 shares; 2025Q4: 743,937 shares; 2026Q1: 1,207,202 shares 1,207,202$51.3M3.06%+463,265Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 64,735 shares; 2024Q3: 64,682 shares; 2024Q4: 65,039 shares; 2025Q1: 66,737 shares; 2025Q2: 70,854 shares; 2025Q3: 71,444 shares; 2025Q4: 72,775 shares; 2026Q1: 73,275 shares 73,275$42.3M2.52%+500Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,529 shares; 2026Q1: 835,374 shares 835,374$38.1M2.27%+830,845Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 521,674 shares; 2024Q3: 497,351 shares; 2024Q4: 1,543,891 shares; 2025Q1: 1,515,479 shares; 2025Q2: 1,539,575 shares; 2025Q3: 1,544,520 shares; 2025Q4: 1,546,021 shares; 2026Q1: 1,351,921 shares 1,351,921$33.9M2.02%-194,100Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 93,724 shares; 2024Q3: 93,684 shares; 2024Q4: 95,305 shares; 2025Q1: 95,514 shares; 2025Q2: 94,549 shares; 2025Q3: 92,234 shares; 2025Q4: 88,915 shares; 2026Q1: 88,179 shares 88,179$32.8M1.95%-736Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 522,964 shares; 2024Q3: 498,318 shares; 2024Q4: 520,063 shares; 2025Q1: 515,968 shares; 2025Q2: 522,108 shares; 2025Q3: 523,934 shares; 2025Q4: 527,419 shares; 2026Q1: 398,442 shares 398,442$31.5M1.87%-128,977Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 79,438 shares; 2024Q3: 88,221 shares; 2024Q4: 109,383 shares; 2025Q1: 107,534 shares; 2025Q2: 108,321 shares; 2025Q3: 107,235 shares; 2025Q4: 107,345 shares; 2026Q1: 105,686 shares 105,686$30.4M1.81%-1,659Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 69,662 shares; 2024Q3: 73,413 shares; 2024Q4: 79,842 shares; 2025Q1: 81,583 shares; 2025Q2: 81,713 shares; 2025Q3: 80,899 shares; 2025Q4: 78,804 shares; 2026Q1: 82,003 shares 82,003$30.4M1.81%+3,199Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 105,536 shares; 2024Q3: 143,302 shares; 2024Q4: 150,546 shares; 2025Q1: 144,534 shares; 2025Q2: 151,617 shares; 2025Q3: 148,862 shares; 2025Q4: 144,445 shares; 2026Q1: 144,873 shares 144,873$30.2M1.8%+428Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 730,083 shares; 2024Q3: 775,014 shares; 2024Q4: 786,434 shares; 2025Q1: 633,848 shares; 2025Q2: 633,498 shares; 2025Q3: 648,081 shares; 2025Q4: 642,765 shares; 2026Q1: 637,494 shares 637,494$27.8M1.66%-5,271Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 698,831 shares; 2024Q3: 726,188 shares; 2024Q4: 738,196 shares; 2025Q1: 697,399 shares; 2025Q2: 691,210 shares; 2025Q3: 752,709 shares; 2025Q4: 763,604 shares; 2026Q1: 855,355 shares 855,355$25.9M1.54%+91,751Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 150,545 shares; 2024Q3: 152,106 shares; 2024Q4: 486,798 shares; 2025Q1: 515,618 shares; 2025Q2: 609,311 shares; 2025Q3: 638,518 shares; 2025Q4: 652,905 shares; 2026Q1: 810,346 shares 810,346$24.9M1.48%+157,441Timeline
BSJQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 814,568 shares; 2025Q2: 823,523 shares; 2025Q3: 889,853 shares; 2025Q4: 906,565 shares; 2026Q1: 1,021,704 shares 1,021,704$23.7M1.41%+115,139Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 404,393 shares; 2024Q3: 424,770 shares; 2024Q4: 443,637 shares; 2025Q1: 405,090 shares; 2025Q2: 406,673 shares; 2025Q3: 432,791 shares; 2025Q4: 440,664 shares; 2026Q1: 477,418 shares 477,418$22.4M1.33%+36,754Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,256 shares; 2024Q3: 31,822 shares; 2024Q4: 32,767 shares; 2025Q1: 33,353 shares; 2025Q2: 33,955 shares; 2025Q3: 33,324 shares; 2025Q4: 33,104 shares; 2026Q1: 33,675 shares 33,675$19.3M1.15%+571Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,056 shares; 2024Q3: 10,133 shares; 2024Q4: 10,499 shares; 2025Q1: 13,323 shares; 2025Q2: 13,357 shares; 2025Q3: 12,832 shares; 2025Q4: 13,569 shares; 2026Q1: 95,838 shares 95,838$18.8M1.12%+82,269Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,031 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199,452 shares 199,452$18.7M1.11%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,924 shares; 2024Q3: 14,617 shares; 2024Q4: 14,885 shares; 2025Q1: 14,987 shares; 2025Q2: 17,335 shares; 2025Q3: 18,988 shares; 2025Q4: 18,675 shares; 2026Q1: 17,545 shares 17,545$16.1M0.96%-1,130Timeline
MORTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,512 shares; 2024Q3: 22,582 shares; 2024Q4: 22,474 shares; 2025Q1: 21,784 shares; 2025Q2: 21,508 shares; 2025Q3: 21,237 shares; 2025Q4: 20,781 shares; 2026Q1: 1,459,195 shares 1,459,195$15M0.89%+1,438,414Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,802 shares; 2024Q3: 5,800 shares; 2024Q4: 5,770 shares; 2025Q1: 225,106 shares; 2025Q2: 222,177 shares; 2025Q3: 235,254 shares; 2025Q4: 230,065 shares; 2026Q1: 272,694 shares 272,694$14.7M0.87%+42,629Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 41,284 shares; 2024Q3: 42,900 shares; 2024Q4: 42,926 shares; 2025Q1: 44,058 shares; 2025Q2: 46,924 shares; 2025Q3: 46,511 shares; 2025Q4: 46,350 shares; 2026Q1: 49,723 shares 49,723$14.6M0.87%+3,373Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 245,469 shares; 2024Q3: 241,214 shares; 2024Q4: 249,451 shares; 2025Q1: 241,018 shares; 2025Q2: 245,957 shares; 2025Q3: 245,612 shares; 2025Q4: 260,457 shares; 2026Q1: 240,449 shares 240,449$14.4M0.86%-20,008Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 39,573 shares; 2024Q3: 39,681 shares; 2024Q4: 39,697 shares; 2025Q1: 39,872 shares; 2025Q2: 39,887 shares; 2025Q3: 39,984 shares; 2025Q4: 40,168 shares; 2026Q1: 40,216 shares 40,216$14.3M0.85%+48Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,858 shares; 2024Q3: 20,902 shares; 2024Q4: 20,191 shares; 2025Q1: 20,210 shares; 2025Q2: 20,425 shares; 2025Q3: 21,147 shares; 2025Q4: 20,704 shares; 2026Q1: 21,121 shares 21,121$12.8M0.76%+417Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,838 shares; 2024Q3: 59,792 shares; 2024Q4: 80,641 shares; 2025Q1: 93,189 shares; 2025Q2: 131,414 shares; 2025Q3: 162,981 shares; 2025Q4: 222,459 shares; 2026Q1: 318,012 shares 318,012$12.6M0.75%+95,553Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,694 shares; 2024Q3: 44,614 shares; 2024Q4: 46,190 shares; 2025Q1: 47,197 shares; 2025Q2: 46,287 shares; 2025Q3: 44,665 shares; 2025Q4: 42,887 shares; 2026Q1: 41,024 shares 41,024$11.8M0.7%-1,863Timeline
AIVLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 87,444 shares; 2024Q3: 87,904 shares; 2024Q4: 88,410 shares; 2025Q1: 88,698 shares; 2025Q2: 89,066 shares; 2025Q3: 89,434 shares; 2025Q4: 89,862 shares; 2026Q1: 90,139 shares 90,139$10.4M0.62%+277Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,589 shares; 2024Q3: 34,436 shares; 2024Q4: 35,615 shares; 2025Q1: 36,300 shares; 2025Q2: 37,598 shares; 2025Q3: 37,568 shares; 2025Q4: 39,176 shares; 2026Q1: 38,788 shares 38,788$9.48M0.56%-388Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,463 shares; 2024Q3: 14,225 shares; 2024Q4: 14,213 shares; 2025Q1: 14,260 shares; 2025Q2: 14,251 shares; 2025Q3: 14,209 shares; 2025Q4: 14,479 shares; 2026Q1: 14,219 shares 14,219$9.29M0.55%-260Timeline
FCORFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,449 shares; 2025Q3: 58,972 shares; 2025Q4: 117,716 shares; 2026Q1: 193,421 shares 193,421$9.12M0.54%+75,705Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 34,895 shares; 2024Q3: 32,660 shares; 2024Q4: 33,917 shares; 2025Q1: 30,932 shares; 2025Q2: 31,097 shares; 2025Q3: 30,996 shares; 2025Q4: 30,770 shares; 2026Q1: 21,091 shares 21,091$9.08M0.54%-9,679Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,125 shares; 2024Q3: 16,449 shares; 2024Q4: 19,409 shares; 2025Q1: 19,470 shares; 2025Q2: 19,361 shares; 2025Q3: 18,082 shares; 2025Q4: 18,813 shares; 2026Q1: 18,909 shares 18,909$9.06M0.54%+96Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 91,804 shares; 2024Q3: 100,508 shares; 2024Q4: 128,569 shares; 2025Q1: 127,529 shares; 2025Q2: 130,010 shares; 2025Q3: 127,892 shares; 2025Q4: 151,854 shares; 2026Q1: 174,308 shares 174,308$8.82M0.52%+22,454Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,200 shares; 2024Q3: 30,388 shares; 2024Q4: 31,350 shares; 2025Q1: 40,971 shares; 2025Q2: 41,618 shares; 2025Q3: 42,072 shares; 2025Q4: 44,581 shares; 2026Q1: 125,776 shares 125,776$8.77M0.52%+81,195Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,807 shares; 2024Q3: 19,438 shares; 2024Q4: 20,106 shares; 2025Q1: 21,752 shares; 2025Q2: 23,767 shares; 2025Q3: 25,187 shares; 2025Q4: 24,202 shares; 2026Q1: 27,066 shares 27,066$8.38M0.5%+2,864Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 63,285 shares; 2024Q3: 62,640 shares; 2024Q4: 62,080 shares; 2025Q1: 60,827 shares; 2025Q2: 61,003 shares; 2025Q3: 60,996 shares; 2025Q4: 65,304 shares; 2026Q1: 65,597 shares 65,597$7.78M0.46%+293Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,041 shares; 2024Q3: 27,215 shares; 2024Q4: 27,519 shares; 2025Q1: 63,520 shares; 2025Q2: 64,085 shares; 2025Q3: 64,069 shares; 2025Q4: 129,057 shares; 2026Q1: 123,814 shares 123,814$7.58M0.45%-5,243Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 244,610 shares; 2024Q3: 269,682 shares; 2024Q4: 280,676 shares; 2025Q1: 300,926 shares; 2025Q2: 304,595 shares; 2025Q3: 328,475 shares; 2025Q4: 335,126 shares; 2026Q1: 89,845 shares 89,845$7.42M0.44%-245,281Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,304 shares; 2024Q3: 9,404 shares; 2024Q4: 10,307 shares; 2025Q1: 16,337 shares; 2025Q2: 16,005 shares; 2025Q3: 16,005 shares; 2025Q4: 17,240 shares; 2026Q1: 81,506 shares 81,506$7.38M0.44%+64,266Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,833 shares; 2024Q3: 9,431 shares; 2024Q4: 10,132 shares; 2025Q1: 10,716 shares; 2025Q2: 7,830 shares; 2025Q3: 7,765 shares; 2025Q4: 7,691 shares; 2026Q1: 9,934 shares 9,934$7.04M0.42%+2,243Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,970 shares; 2024Q3: 5,485 shares; 2024Q4: 5,360 shares; 2025Q1: 12,066 shares; 2025Q2: 12,069 shares; 2025Q3: 11,872 shares; 2025Q4: 11,715 shares; 2026Q1: 11,463 shares 11,463$6.85M0.41%-252Timeline
MMSCFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 170,306 shares; 2024Q3: 160,521 shares; 2024Q4: 168,691 shares; 2025Q1: 213,298 shares; 2025Q2: 296,289 shares; 2025Q3: 296,719 shares; 2025Q4: 299,412 shares; 2026Q1: 285,312 shares 285,312$6.76M0.4%-14,100Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,477 shares; 2024Q3: 32,687 shares; 2024Q4: 34,780 shares; 2025Q1: 39,922 shares; 2025Q2: 52,961 shares; 2025Q3: 54,509 shares; 2025Q4: 55,374 shares; 2026Q1: 54,328 shares 54,328$6.75M0.4%-1,046Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,795 shares; 2024Q3: 19,575 shares; 2024Q4: 20,304 shares; 2025Q1: 20,884 shares; 2025Q2: 20,996 shares; 2025Q3: 20,949 shares; 2025Q4: 20,940 shares; 2026Q1: 21,684 shares 21,684$6.55M0.39%+744Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 291,954 shares; 2024Q3: 282,970 shares; 2024Q4: 296,603 shares; 2025Q1: 49,108 shares; 2025Q2: 76,570 shares; 2025Q3: 80,485 shares; 2025Q4: 82,324 shares; 2026Q1: 83,285 shares 83,285$5.69M0.34%+961Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,188 shares; 2024Q3: 32,836 shares; 2024Q4: 34,980 shares; 2025Q1: 35,688 shares; 2025Q2: 40,909 shares; 2025Q3: 39,801 shares; 2025Q4: 35,679 shares; 2026Q1: 37,812 shares 37,812$5.53M0.33%+2,133Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 83,884 shares; 2024Q3: 90,386 shares; 2024Q4: 85,577 shares; 2025Q1: 83,327 shares; 2025Q2: 79,390 shares; 2025Q3: 79,569 shares; 2025Q4: 78,603 shares; 2026Q1: 85,861 shares 85,861$5.38M0.32%+7,258Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 70,635 shares; 2024Q3: 63,132 shares; 2024Q4: 62,113 shares; 2025Q1: 61,711 shares; 2025Q2: 61,591 shares; 2025Q3: 60,222 shares; 2025Q4: 59,462 shares; 2026Q1: 57,419 shares 57,419$5.33M0.32%-2,043Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 20,047 shares; 2024Q4: 63,610 shares; 2025Q1: 84,418 shares; 2025Q2: 82,310 shares; 2025Q3: 92,639 shares; 2025Q4: 100,353 shares; 2026Q1: 106,883 shares 106,883$5.33M0.32%+6,530Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,702 shares; 2024Q3: 10,433 shares; 2024Q4: 10,757 shares; 2025Q1: 10,765 shares; 2025Q2: 10,741 shares; 2025Q3: 10,613 shares; 2025Q4: 10,442 shares; 2026Q1: 10,533 shares 10,533$5.26M0.31%+91Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 98,047 shares; 2024Q3: 103,669 shares; 2024Q4: 108,681 shares; 2025Q1: 106,415 shares; 2025Q2: 106,336 shares; 2025Q3: 107,970 shares; 2025Q4: 109,039 shares; 2026Q1: 116,838 shares 116,838$5.24M0.31%+7,799Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,962 shares; 2024Q3: 28,634 shares; 2024Q4: 28,703 shares; 2025Q1: 28,937 shares; 2025Q2: 28,900 shares; 2025Q3: 28,901 shares; 2025Q4: 28,900 shares; 2026Q1: 28,755 shares 28,755$5.22M0.31%-145Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 42,835 shares; 2024Q3: 44,820 shares; 2024Q4: 46,151 shares; 2025Q1: 47,666 shares; 2025Q2: 39,290 shares; 2025Q3: 37,925 shares; 2025Q4: 36,283 shares; 2026Q1: 35,831 shares 35,831$5.18M0.31%-452Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 160 shares; 2024Q4: not reported; 2025Q1: 53,450 shares; 2025Q2: 54,010 shares; 2025Q3: 53,195 shares; 2025Q4: 53,178 shares; 2026Q1: 44,488 shares 44,488$4.81M0.29%-8,690Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,648 shares; 2024Q3: 3,892 shares; 2024Q4: 4,211 shares; 2025Q1: 4,297 shares; 2025Q2: 4,594 shares; 2025Q3: 4,613 shares; 2025Q4: 4,748 shares; 2026Q1: 4,752 shares 4,752$4.74M0.28%+4Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 58,586 shares; 2024Q3: 58,973 shares; 2024Q4: 58,893 shares; 2025Q1: 69,650 shares; 2025Q2: 69,282 shares; 2025Q3: 69,846 shares; 2025Q4: 69,877 shares; 2026Q1: 69,827 shares 69,827$4.72M0.28%-50Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,283 shares; 2024Q3: 5,787 shares; 2024Q4: 5,985 shares; 2025Q1: 6,142 shares; 2025Q2: 6,368 shares; 2025Q3: 6,376 shares; 2025Q4: 7,119 shares; 2026Q1: 7,053 shares 7,053$4.59M0.27%-66Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,620 shares; 2024Q3: 17,518 shares; 2024Q4: 16,587 shares; 2025Q1: 16,235 shares; 2025Q2: 15,895 shares; 2025Q3: 15,110 shares; 2025Q4: 14,366 shares; 2026Q1: 13,789 shares 13,789$4.53M0.27%-577Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,760 shares; 2024Q3: 18,181 shares; 2024Q4: 17,726 shares; 2025Q1: 17,759 shares; 2025Q2: 18,218 shares; 2025Q3: 17,914 shares; 2025Q4: 34,753 shares; 2026Q1: 34,086 shares 34,086$4.53M0.27%-667Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,443 shares; 2024Q3: 12,842 shares; 2024Q4: 13,608 shares; 2025Q1: 12,303 shares; 2025Q2: 13,904 shares; 2025Q3: 13,512 shares; 2025Q4: 13,637 shares; 2026Q1: 13,348 shares 13,348$4.39M0.26%-289Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,614 shares; 2024Q3: 24,759 shares; 2024Q4: 24,784 shares; 2025Q1: 27,930 shares; 2025Q2: 28,775 shares; 2025Q3: 32,215 shares; 2025Q4: 33,611 shares; 2026Q1: 35,042 shares 35,042$4.36M0.26%+1,431Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,809 shares; 2024Q3: 20,534 shares; 2024Q4: 19,164 shares; 2025Q1: 17,665 shares; 2025Q2: 20,901 shares; 2025Q3: 21,747 shares; 2025Q4: 22,404 shares; 2026Q1: 22,289 shares 22,289$4.3M0.26%-115Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 83,383 shares; 2024Q3: 80,277 shares; 2024Q4: 86,011 shares; 2025Q1: 45,106 shares; 2025Q2: 46,517 shares; 2025Q3: 47,173 shares; 2025Q4: 49,482 shares; 2026Q1: 49,514 shares 49,514$4.29M0.26%+32Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,936 shares; 2024Q3: 14,117 shares; 2024Q4: 14,748 shares; 2025Q1: 16,056 shares; 2025Q2: 14,485 shares; 2025Q3: 14,365 shares; 2025Q4: 13,982 shares; 2026Q1: 13,644 shares 13,644$4.24M0.25%-338Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,952 shares; 2024Q3: 11,892 shares; 2024Q4: 24,353 shares; 2025Q1: 24,151 shares; 2025Q2: 24,052 shares; 2025Q3: 24,930 shares; 2025Q4: 22,833 shares; 2026Q1: 25,996 shares 25,996$4.17M0.25%+3,163Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 242,991 shares; 2024Q3: 239,686 shares; 2024Q4: 246,155 shares; 2025Q1: 150,558 shares; 2025Q2: 152,227 shares; 2025Q3: 151,986 shares; 2025Q4: 154,866 shares; 2026Q1: 107,414 shares 107,414$4.13M0.25%-47,452Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 282 shares; 2024Q4: not reported; 2025Q1: 38,510 shares; 2025Q2: 38,894 shares; 2025Q3: 39,281 shares; 2025Q4: 79,671 shares; 2026Q1: 81,875 shares 81,875$4.09M0.24%+2,204Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 105 shares; 2024Q4: not reported; 2025Q1: 24,232 shares; 2025Q2: 21,151 shares; 2025Q3: 21,572 shares; 2025Q4: 22,430 shares; 2026Q1: 22,320 shares 22,320$4.06M0.24%-110Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,476 shares; 2024Q3: 14,226 shares; 2024Q4: 14,364 shares; 2025Q1: 15,416 shares; 2025Q2: 15,692 shares; 2025Q3: 15,730 shares; 2025Q4: 15,786 shares; 2026Q1: 16,097 shares 16,097$3.99M0.24%+311Timeline
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 145,282 shares; 2024Q3: 153,135 shares; 2024Q4: 159,288 shares; 2025Q1: 18,824 shares; 2025Q2: 21,002 shares; 2025Q3: 26,441 shares; 2025Q4: 32,505 shares; 2026Q1: 35,690 shares 35,690$3.92M0.23%+3,185Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,838 shares; 2025Q3: 19,044 shares; 2025Q4: 56,954 shares; 2026Q1: 59,115 shares 59,115$3.8M0.23%+2,161Timeline
CLOUGH HEDGED EQUITY ETFCLOUGH HEDGED EQUITY ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 122,698 shares; 2024Q3: 142,725 shares; 2024Q4: 140,433 shares; 2025Q1: 144,867 shares; 2025Q2: 147,916 shares; 2025Q3: 133,508 shares; 2025Q4: 122,812 shares; 2026Q1: 131,687 shares 131,687$3.78M0.22%+8,875
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,669 shares; 2024Q3: 13,398 shares; 2024Q4: 13,648 shares; 2025Q1: 14,111 shares; 2025Q2: 16,081 shares; 2025Q3: 16,480 shares; 2025Q4: 15,087 shares; 2026Q1: 13,251 shares 13,251$3.76M0.22%-1,836Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 262 shares; 2024Q4: 32,804 shares; 2025Q1: 30,120 shares; 2025Q2: 29,771 shares; 2025Q3: 28,581 shares; 2025Q4: 28,260 shares; 2026Q1: 28,477 shares 28,477$3.73M0.22%+217Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,790 shares; 2024Q3: 31,310 shares; 2024Q4: 31,773 shares; 2025Q1: 25,589 shares; 2025Q2: 24,917 shares; 2025Q3: 23,937 shares; 2025Q4: 28,397 shares; 2026Q1: 32,343 shares 32,343$3.72M0.22%+3,946Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 65,351 shares; 2024Q3: 61,847 shares; 2024Q4: 65,042 shares; 2025Q1: 59,572 shares; 2025Q2: 61,191 shares; 2025Q3: 61,434 shares; 2025Q4: 62,531 shares; 2026Q1: 70,282 shares 70,282$3.7M0.22%+7,751Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,163 shares; 2024Q3: 8,938 shares; 2024Q4: 9,481 shares; 2025Q1: 9,899 shares; 2025Q2: 9,404 shares; 2025Q3: 9,055 shares; 2025Q4: 10,157 shares; 2026Q1: 16,974 shares 16,974$3.69M0.22%+6,817Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 256,435 shares; 2024Q3: 254,471 shares; 2024Q4: 267,177 shares; 2025Q1: 50,341 shares; 2025Q2: 53,824 shares; 2025Q3: 56,125 shares; 2025Q4: 59,427 shares; 2026Q1: 62,004 shares 62,004$3.51M0.21%+2,577Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 85,987 shares; 2024Q3: 77,171 shares; 2024Q4: 79,996 shares; 2025Q1: 72,657 shares; 2025Q2: 73,419 shares; 2025Q3: 72,758 shares; 2025Q4: 72,734 shares; 2026Q1: 31,241 shares 31,241$3.46M0.21%-41,493Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 41,297 shares; 2024Q3: 41,737 shares; 2024Q4: 42,029 shares; 2025Q1: 42,600 shares; 2025Q2: 42,055 shares; 2025Q3: 42,315 shares; 2025Q4: 45,887 shares; 2026Q1: 45,252 shares 45,252$3.44M0.2%-635Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 70,830 shares; 2024Q3: 70,224 shares; 2024Q4: 71,110 shares; 2025Q1: 71,772 shares; 2025Q2: 87,063 shares; 2025Q3: 89,231 shares; 2025Q4: 90,069 shares; 2026Q1: 70,526 shares 70,526$3.44M0.2%-19,543Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,220 shares; 2024Q3: 28,371 shares; 2024Q4: 45,078 shares; 2025Q1: 56,721 shares; 2025Q2: 55,906 shares; 2025Q3: 52,973 shares; 2025Q4: 51,286 shares; 2026Q1: 67,168 shares 67,168$3.37M0.2%+15,882Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,986 shares; 2024Q3: 7,859 shares; 2024Q4: 7,816 shares; 2025Q1: 7,804 shares; 2025Q2: 7,661 shares; 2025Q3: 7,325 shares; 2025Q4: 7,150 shares; 2026Q1: 7,302 shares 7,302$3.37M0.2%+152Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,271 shares; 2024Q3: 17,346 shares; 2024Q4: 18,136 shares; 2025Q1: 5,405 shares; 2025Q2: 13,741 shares; 2025Q3: 15,695 shares; 2025Q4: 16,406 shares; 2026Q1: 17,310 shares 17,310$3.32M0.2%+904Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,436 shares; 2024Q3: 22,559 shares; 2024Q4: 40,346 shares; 2025Q1: 35,706 shares; 2025Q2: 41,757 shares; 2025Q3: 36,544 shares; 2025Q4: 46,788 shares; 2026Q1: 42,721 shares 42,721$3.31M0.2%-4,067Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,190 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,879 shares; 2025Q3: 30,430 shares; 2025Q4: 38,062 shares; 2026Q1: 64,730 shares 64,730$3.29M0.2%+26,668Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,013 shares; 2024Q3: 31,300 shares; 2024Q4: 33,171 shares; 2025Q1: 32,213 shares; 2025Q2: 32,241 shares; 2025Q3: 32,216 shares; 2025Q4: 32,208 shares; 2026Q1: 30,028 shares 30,028$3.28M0.2%-2,180Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,667 shares; 2024Q3: 17,163 shares; 2024Q4: 12,352 shares; 2025Q1: 15,181 shares; 2025Q2: 14,773 shares; 2025Q3: 14,839 shares; 2025Q4: 17,679 shares; 2026Q1: 18,690 shares 18,690$3.17M0.19%+1,011Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,146 shares; 2024Q3: 4,976 shares; 2024Q4: 4,908 shares; 2025Q1: 4,943 shares; 2025Q2: 4,920 shares; 2025Q3: 4,801 shares; 2025Q4: 3,853 shares; 2026Q1: 3,412 shares 3,412$2.98M0.18%-441Timeline
ROBTFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,029 shares 62,029$2.86M0.17%newTimeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 23,480 shares; 2024Q4: not reported; 2025Q1: 42,251 shares; 2025Q2: not reported; 2025Q3: 23,870 shares; 2025Q4: 45,771 shares; 2026Q1: 67,376 shares 67,376$2.86M0.17%+21,605Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,679 shares; 2024Q3: 18,866 shares; 2024Q4: 19,661 shares; 2025Q1: 360,617 shares; 2025Q2: 362,471 shares; 2025Q3: 388,182 shares; 2025Q4: 395,712 shares; 2026Q1: 48,450 shares 48,450$2.84M0.17%-347,262Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 57,103 shares; 2024Q4: 57,978 shares; 2025Q1: 58,191 shares; 2025Q2: 57,920 shares; 2025Q3: 58,146 shares; 2025Q4: 58,433 shares; 2026Q1: 58,634 shares 58,634$2.83M0.17%+201Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,123 shares; 2024Q3: 14,890 shares; 2024Q4: 15,480 shares; 2025Q1: 15,721 shares; 2025Q2: 15,482 shares; 2025Q3: 15,223 shares; 2025Q4: 15,068 shares; 2026Q1: 14,724 shares 14,724$2.82M0.17%-344Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,300 shares; 2024Q3: 7,807 shares; 2024Q4: 7,922 shares; 2025Q1: 8,628 shares; 2025Q2: 6,365 shares; 2025Q3: 6,639 shares; 2025Q4: 7,819 shares; 2026Q1: 13,823 shares 13,823$2.81M0.17%+6,004Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,104 shares; 2024Q3: 24,320 shares; 2024Q4: 24,052 shares; 2025Q1: 25,084 shares; 2025Q2: 22,757 shares; 2025Q3: 22,927 shares; 2025Q4: 13,734 shares; 2026Q1: 13,863 shares 13,863$2.76M0.16%+129Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,045 shares; 2024Q4: 3,949 shares; 2025Q1: not reported; 2025Q2: 28,803 shares; 2025Q3: 42,530 shares; 2025Q4: 35,225 shares; 2026Q1: 41,124 shares 41,124$2.73M0.16%+5,899Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,962 shares; 2024Q3: 2,883 shares; 2024Q4: 2,854 shares; 2025Q1: 3,242 shares; 2025Q2: 3,087 shares; 2025Q3: 3,138 shares; 2025Q4: 3,094 shares; 2026Q1: 3,105 shares 3,105$2.63M0.16%+11Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,085 shares; 2024Q3: 16,616 shares; 2024Q4: 16,892 shares; 2025Q1: 15,630 shares; 2025Q2: 16,921 shares; 2025Q3: 15,391 shares; 2025Q4: 16,661 shares; 2026Q1: 10,810 shares 10,810$2.62M0.16%-5,851Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,618 shares; 2024Q3: 2,591 shares; 2024Q4: 6,884 shares; 2025Q1: 6,706 shares; 2025Q2: 6,746 shares; 2025Q3: 7,358 shares; 2025Q4: 7,185 shares; 2026Q1: 7,147 shares 7,147$2.55M0.15%-38Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,710 shares; 2024Q3: 25,820 shares; 2024Q4: 26,062 shares; 2025Q1: 26,505 shares; 2025Q2: 26,991 shares; 2025Q3: 28,220 shares; 2025Q4: 27,224 shares; 2026Q1: 27,285 shares 27,285$2.53M0.15%+61Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,236 shares; 2024Q3: 14,327 shares; 2024Q4: 15,297 shares; 2025Q1: 15,860 shares; 2025Q2: 17,718 shares; 2025Q3: 15,516 shares; 2025Q4: 15,298 shares; 2026Q1: 15,248 shares 15,248$2.52M0.15%-50Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,337 shares; 2024Q3: 17,869 shares; 2024Q4: 20,255 shares; 2025Q1: 20,207 shares; 2025Q2: 20,237 shares; 2025Q3: 19,982 shares; 2025Q4: 19,598 shares; 2026Q1: 19,154 shares 19,154$2.51M0.15%-444Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 80,767 shares; 2024Q3: 79,521 shares; 2024Q4: 88,850 shares; 2025Q1: 92,981 shares; 2025Q2: 92,712 shares; 2025Q3: 88,835 shares; 2025Q4: 88,107 shares; 2026Q1: 84,833 shares 84,833$2.46M0.15%-3,274Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,790 shares; 2024Q3: 7,152 shares; 2024Q4: 21,383 shares; 2025Q1: 21,260 shares; 2025Q2: 20,410 shares; 2025Q3: 19,580 shares; 2025Q4: 19,297 shares; 2026Q1: 18,975 shares 18,975$2.44M0.15%-322Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,970 shares; 2024Q3: 22,355 shares; 2024Q4: 13,805 shares; 2025Q1: 26,714 shares; 2025Q2: 25,195 shares; 2025Q3: 23,809 shares; 2025Q4: 22,020 shares; 2026Q1: 21,838 shares 21,838$2.36M0.14%-182Timeline
DSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 56,277 shares; 2024Q4: 53,770 shares; 2025Q1: 53,770 shares; 2025Q2: 53,770 shares; 2025Q3: 53,770 shares; 2025Q4: 53,770 shares; 2026Q1: 53,770 shares 53,770$2.36M0.14%0Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,241 shares; 2024Q3: not reported; 2024Q4: 95,807 shares; 2025Q1: 73,137 shares; 2025Q2: 71,883 shares; 2025Q3: 68,652 shares; 2025Q4: 67,917 shares; 2026Q1: 66,337 shares 66,337$2.35M0.14%-1,580Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,729 shares; 2024Q3: 5,346 shares; 2024Q4: 5,227 shares; 2025Q1: 5,314 shares; 2025Q2: 5,938 shares; 2025Q3: 5,595 shares; 2025Q4: 5,505 shares; 2026Q1: 5,451 shares 5,451$2.32M0.14%-54Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,565 shares; 2024Q3: 27,331 shares; 2024Q4: 29,390 shares; 2025Q1: 30,760 shares; 2025Q2: 20,462 shares; 2025Q3: 19,720 shares; 2025Q4: 19,889 shares; 2026Q1: 19,206 shares 19,206$2.31M0.14%-683Timeline
POWAINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,005 shares; 2024Q3: 27,005 shares; 2024Q4: 27,169 shares; 2025Q1: 27,169 shares; 2025Q2: 27,169 shares; 2025Q3: 26,591 shares; 2025Q4: 26,690 shares; 2026Q1: 26,690 shares 26,690$2.3M0.14%0Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,893 shares; 2024Q3: 388 shares; 2024Q4: 35,987 shares; 2025Q1: 32,523 shares; 2025Q2: 20,708 shares; 2025Q3: 19,563 shares; 2025Q4: 19,407 shares; 2026Q1: 19,343 shares 19,343$2.3M0.14%-64Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,879 shares; 2024Q3: 6,959 shares; 2024Q4: 6,951 shares; 2025Q1: 7,248 shares; 2025Q2: 8,190 shares; 2025Q3: 8,482 shares; 2025Q4: 9,176 shares; 2026Q1: 9,576 shares 9,576$2.28M0.14%+400Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,578 shares; 2024Q3: 12,069 shares; 2024Q4: 12,216 shares; 2025Q1: 12,597 shares; 2025Q2: 9,342 shares; 2025Q3: 10,392 shares; 2025Q4: 11,218 shares; 2026Q1: 8,380 shares 8,380$2.27M0.13%-2,838Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 741 shares; 2024Q4: not reported; 2025Q1: 528,631 shares; 2025Q2: 531,336 shares; 2025Q3: 566,045 shares; 2025Q4: 569,683 shares; 2026Q1: 44,236 shares 44,236$2.24M0.13%-525,447Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,777 shares; 2024Q3: 6,324 shares; 2024Q4: 11,058 shares; 2025Q1: 12,472 shares; 2025Q2: 10,537 shares; 2025Q3: 10,414 shares; 2025Q4: 10,267 shares; 2026Q1: 10,806 shares 10,806$2.24M0.13%+539Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,851 shares; 2024Q3: 12,762 shares; 2024Q4: 12,907 shares; 2025Q1: 12,971 shares; 2025Q2: 12,683 shares; 2025Q3: 12,439 shares; 2025Q4: 11,954 shares; 2026Q1: 11,905 shares 11,905$2.22M0.13%-49Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,821 shares; 2024Q4: 16,749 shares; 2025Q1: 13,698 shares; 2025Q2: 12,290 shares; 2025Q3: 11,900 shares; 2025Q4: 11,636 shares; 2026Q1: 11,320 shares 11,320$2.21M0.13%-316Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,143 shares; 2024Q3: 27,296 shares; 2024Q4: 27,388 shares; 2025Q1: 27,146 shares; 2025Q2: 27,252 shares; 2025Q3: 27,504 shares; 2025Q4: 27,023 shares; 2026Q1: 28,341 shares 28,341$2.07M0.12%+1,318Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,647 shares; 2024Q3: 15,199 shares; 2024Q4: 15,811 shares; 2025Q1: 14,731 shares; 2025Q2: 14,822 shares; 2025Q3: 14,908 shares; 2025Q4: 15,029 shares; 2026Q1: 14,974 shares 14,974$2.03M0.12%-55Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,890 shares; 2024Q3: 8,614 shares; 2024Q4: 12,181 shares; 2025Q1: 43,998 shares; 2025Q2: 44,127 shares; 2025Q3: 44,274 shares; 2025Q4: 15,708 shares; 2026Q1: 20,074 shares 20,074$1.99M0.12%+4,366Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,055 shares; 2025Q4: 2,420 shares; 2026Q1: 5,682 shares 5,682$1.92M0.11%+3,262Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,724 shares; 2024Q3: 11,871 shares; 2024Q4: 34,427 shares; 2025Q1: 32,758 shares; 2025Q2: 23,006 shares; 2025Q3: 21,003 shares; 2025Q4: 20,846 shares; 2026Q1: 19,454 shares 19,454$1.88M0.11%-1,392Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,033 shares; 2024Q3: 1,928 shares; 2024Q4: 1,875 shares; 2025Q1: 1,926 shares; 2025Q2: 2,640 shares; 2025Q3: 2,715 shares; 2025Q4: 27,867 shares; 2026Q1: 19,450 shares 19,450$1.87M0.11%-8,417Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,258 shares; 2024Q3: 22,357 shares; 2024Q4: 22,501 shares; 2025Q1: 22,873 shares; 2025Q2: 23,017 shares; 2025Q3: 22,996 shares; 2025Q4: 23,254 shares; 2026Q1: 23,433 shares 23,433$1.87M0.11%+179Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,906 shares; 2024Q3: 11,959 shares; 2024Q4: 13,002 shares; 2025Q1: 13,437 shares; 2025Q2: 8,674 shares; 2025Q3: 8,216 shares; 2025Q4: 7,845 shares; 2026Q1: 7,514 shares 7,514$1.82M0.11%-331Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,635 shares; 2024Q3: 2,497 shares; 2024Q4: 2,536 shares; 2025Q1: 3,676 shares; 2025Q2: 3,566 shares; 2025Q3: 3,924 shares; 2025Q4: 4,089 shares; 2026Q1: 4,141 shares 4,141$1.81M0.11%+52Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,761 shares; 2024Q3: 4,069 shares; 2024Q4: 4,284 shares; 2025Q1: 4,261 shares; 2025Q2: 4,166 shares; 2025Q3: 4,178 shares; 2025Q4: 4,210 shares; 2026Q1: 4,603 shares 4,603$1.8M0.11%+393Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,052 shares; 2024Q3: 5,019 shares; 2024Q4: 4,998 shares; 2025Q1: 5,005 shares; 2025Q2: 4,907 shares; 2025Q3: 4,859 shares; 2025Q4: 4,847 shares; 2026Q1: 4,818 shares 4,818$1.79M0.11%-29Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,070 shares; 2024Q3: 5,829 shares; 2024Q4: 6,865 shares; 2025Q1: 8,232 shares; 2025Q2: 8,279 shares; 2025Q3: 8,247 shares; 2025Q4: 8,406 shares; 2026Q1: 8,087 shares 8,087$1.74M0.1%-319Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,572 shares; 2024Q3: 31,729 shares; 2024Q4: 100,764 shares; 2025Q1: 94,116 shares; 2025Q2: 28,355 shares; 2025Q3: 47,419 shares; 2025Q4: 50,454 shares; 2026Q1: 61,688 shares 61,688$1.73M0.1%+11,234Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,810 shares; 2024Q3: 2,815 shares; 2024Q4: 2,806 shares; 2025Q1: 3,058 shares; 2025Q2: 3,061 shares; 2025Q3: 2,999 shares; 2025Q4: 2,976 shares; 2026Q1: 2,998 shares 2,998$1.69M0.1%+22Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,582 shares; 2024Q3: 2,766 shares; 2024Q4: 3,031 shares; 2025Q1: 3,575 shares; 2025Q2: 3,606 shares; 2025Q3: 3,609 shares; 2025Q4: 3,903 shares; 2026Q1: 3,915 shares 3,915$1.67M0.1%+12Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,708 shares; 2024Q3: 23,850 shares; 2024Q4: 18,466 shares; 2025Q1: 16,753 shares; 2025Q2: 16,195 shares; 2025Q3: 16,254 shares; 2025Q4: 18,825 shares; 2026Q1: 24,989 shares 24,989$1.65M0.1%+6,164Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,732 shares; 2024Q3: 12,738 shares; 2024Q4: 12,325 shares; 2025Q1: 12,049 shares; 2025Q2: 11,414 shares; 2025Q3: 11,332 shares; 2025Q4: 10,902 shares; 2026Q1: 10,485 shares 10,485$1.63M0.1%-417Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,025 shares; 2024Q3: 7,047 shares; 2024Q4: 6,969 shares; 2025Q1: 7,237 shares; 2025Q2: 7,257 shares; 2025Q3: 7,191 shares; 2025Q4: 7,329 shares; 2026Q1: 7,275 shares 7,275$1.54M0.09%-54Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,951 shares; 2024Q3: 5,050 shares; 2024Q4: 5,047 shares; 2025Q1: 5,062 shares; 2025Q2: 5,129 shares; 2025Q3: 5,392 shares; 2025Q4: 4,713 shares; 2026Q1: 4,169 shares 4,169$1.53M0.09%-544Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,458 shares; 2024Q3: 74,520 shares; 2024Q4: 29,458 shares; 2025Q1: 29,458 shares; 2025Q2: 29,458 shares; 2025Q3: 32,452 shares; 2025Q4: 32,133 shares; 2026Q1: 31,775 shares 31,775$1.52M0.09%-358Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,753 shares; 2024Q3: 30,115 shares; 2024Q4: 30,549 shares; 2025Q1: 30,740 shares; 2025Q2: 29,273 shares; 2025Q3: 29,346 shares; 2025Q4: 29,742 shares; 2026Q1: 29,705 shares 29,705$1.51M0.09%-37Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,433 shares; 2024Q3: 7,749 shares; 2024Q4: 7,802 shares; 2025Q1: 9,135 shares; 2025Q2: 9,129 shares; 2025Q3: 9,167 shares; 2025Q4: 9,471 shares; 2026Q1: 10,130 shares 10,130$1.5M0.09%+659Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,036 shares; 2024Q3: 27,659 shares; 2024Q4: 29,603 shares; 2025Q1: 29,295 shares; 2025Q2: 32,153 shares; 2025Q3: 21,103 shares; 2025Q4: 20,305 shares; 2026Q1: 21,964 shares 21,964$1.5M0.09%+1,659Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,018 shares; 2024Q3: 12,590 shares; 2024Q4: 11,346 shares; 2025Q1: 11,352 shares; 2025Q2: 10,945 shares; 2025Q3: 10,597 shares; 2025Q4: 9,837 shares; 2026Q1: 9,481 shares 9,481$1.47M0.09%-356Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,578 shares; 2025Q1: 23,934 shares; 2025Q2: 23,196 shares; 2025Q3: 22,394 shares; 2025Q4: 22,079 shares; 2026Q1: 21,560 shares 21,560$1.47M0.09%-519Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,712 shares; 2024Q3: 14,676 shares; 2024Q4: 14,565 shares; 2025Q1: 14,412 shares; 2025Q2: 15,192 shares; 2025Q3: 14,683 shares; 2025Q4: 15,690 shares; 2026Q1: 16,489 shares 16,489$1.46M0.09%+799Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,875 shares; 2024Q3: 10,817 shares; 2024Q4: 10,896 shares; 2025Q1: 14,685 shares; 2025Q2: 14,721 shares; 2025Q3: 14,701 shares; 2025Q4: 14,708 shares; 2026Q1: 15,726 shares 15,726$1.46M0.09%+1,018Timeline
SAMMADVISORS INNER CIRCLE FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,135 shares; 2025Q2: 49,604 shares; 2025Q3: 51,524 shares; 2025Q4: 46,757 shares; 2026Q1: 48,275 shares 48,275$1.46M0.09%+1,518Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,850 shares; 2024Q3: 26,349 shares; 2024Q4: 31,777 shares; 2025Q1: 32,552 shares; 2025Q2: 32,893 shares; 2025Q3: 33,385 shares; 2025Q4: 34,134 shares; 2026Q1: 34,132 shares 34,132$1.44M0.09%-2Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,876 shares; 2024Q3: 2,185 shares; 2024Q4: 3,960 shares; 2025Q1: 5,357 shares; 2025Q2: 4,095 shares; 2025Q3: 4,000 shares; 2025Q4: 4,004 shares; 2026Q1: 4,078 shares 4,078$1.43M0.09%+74Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,353 shares; 2024Q3: 21,478 shares; 2024Q4: 23,809 shares; 2025Q1: 24,025 shares; 2025Q2: 23,959 shares; 2025Q3: 24,271 shares; 2025Q4: 24,653 shares; 2026Q1: 24,053 shares 24,053$1.42M0.08%-600Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,045 shares; 2025Q1: 5,693 shares; 2025Q2: 5,568 shares; 2025Q3: 5,343 shares; 2025Q4: 5,316 shares; 2026Q1: 5,109 shares 5,109$1.4M0.08%-207Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,483 shares; 2024Q3: 20,483 shares; 2024Q4: 20,483 shares; 2025Q1: 20,483 shares; 2025Q2: 20,483 shares; 2025Q3: 20,483 shares; 2025Q4: 20,483 shares; 2026Q1: 20,483 shares 20,483$1.4M0.08%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,732 shares; 2025Q3: 2,419 shares; 2025Q4: 2,246 shares; 2026Q1: 6,512 shares 6,512$1.39M0.08%+4,266Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 792 shares; 2024Q4: 794 shares; 2025Q1: 1,038 shares; 2025Q2: 1,249 shares; 2025Q3: 1,191 shares; 2025Q4: 1,034 shares; 2026Q1: 936 shares 936$1.38M0.08%-98Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 44,432 shares; 2024Q3: 44,969 shares; 2024Q4: 74,458 shares; 2025Q1: 74,762 shares; 2025Q2: 64,257 shares; 2025Q3: 64,943 shares; 2025Q4: 72,935 shares; 2026Q1: 71,872 shares 71,872$1.37M0.08%-1,063Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,803 shares; 2024Q3: 2,063 shares; 2024Q4: 2,079 shares; 2025Q1: 2,201 shares; 2025Q2: 2,188 shares; 2025Q3: 2,181 shares; 2025Q4: 2,186 shares; 2026Q1: 2,938 shares 2,938$1.36M0.08%+752Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,780 shares; 2024Q3: 3,618 shares; 2024Q4: 2,611 shares; 2025Q1: 2,432 shares; 2025Q2: 10,022 shares; 2025Q3: 10,937 shares; 2025Q4: 10,712 shares; 2026Q1: 11,173 shares 11,173$1.35M0.08%+461Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,716 shares; 2024Q3: 3,726 shares; 2024Q4: 3,648 shares; 2025Q1: 3,734 shares; 2025Q2: 3,849 shares; 2025Q3: 3,782 shares; 2025Q4: 5,156 shares; 2026Q1: 8,351 shares 8,351$1.35M0.08%+3,195Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,675 shares; 2025Q1: 16,102 shares; 2025Q2: 15,562 shares; 2025Q3: 15,035 shares; 2025Q4: 14,614 shares; 2026Q1: 13,594 shares 13,594$1.34M0.08%-1,020Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 588 shares; 2024Q4: not reported; 2025Q1: 1,653 shares; 2025Q2: 1,802 shares; 2025Q3: 2,880 shares; 2025Q4: 3,340 shares; 2026Q1: 3,930 shares 3,930$1.33M0.08%+590Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,732 shares; 2024Q3: 24,329 shares; 2024Q4: 25,812 shares; 2025Q1: 26,954 shares; 2025Q2: 26,258 shares; 2025Q3: 25,712 shares; 2025Q4: 22,768 shares; 2026Q1: 21,624 shares 21,624$1.32M0.08%-1,144Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,353 shares; 2024Q3: 8,259 shares; 2024Q4: 8,293 shares; 2025Q1: 8,515 shares; 2025Q2: 12,334 shares; 2025Q3: 12,969 shares; 2025Q4: 27,412 shares; 2026Q1: 28,388 shares 28,388$1.3M0.08%+976Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,478 shares; 2024Q3: 11,183 shares; 2024Q4: 10,051 shares; 2025Q1: 24,712 shares; 2025Q2: 21,733 shares; 2025Q3: 22,113 shares; 2025Q4: 20,116 shares; 2026Q1: 21,992 shares 21,992$1.29M0.08%+1,876Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 350 shares; 2024Q4: not reported; 2025Q1: 8,487 shares; 2025Q2: 18,255 shares; 2025Q3: 20,960 shares; 2025Q4: 21,724 shares; 2026Q1: 24,488 shares 24,488$1.29M0.08%+2,764Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,437 shares; 2024Q3: 12,155 shares; 2024Q4: 14,261 shares; 2025Q1: 16,794 shares; 2025Q2: 16,605 shares; 2025Q3: 16,246 shares; 2025Q4: 16,434 shares; 2026Q1: 16,608 shares 16,608$1.27M0.08%+174Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 165,247 shares; 2024Q3: 157,097 shares; 2024Q4: 165,762 shares; 2025Q1: 28,955 shares; 2025Q2: 28,179 shares; 2025Q3: 28,237 shares; 2025Q4: 27,565 shares; 2026Q1: 25,879 shares 25,879$1.26M0.08%-1,686Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,502 shares; 2024Q3: 16,539 shares; 2024Q4: 17,764 shares; 2025Q1: 15,013 shares; 2025Q2: 19,178 shares; 2025Q3: 21,011 shares; 2025Q4: 20,804 shares; 2026Q1: 22,731 shares 22,731$1.26M0.08%+1,927Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,680 shares; 2024Q3: 8,715 shares; 2024Q4: 8,499 shares; 2025Q1: 10,737 shares; 2025Q2: 10,783 shares; 2025Q3: 10,815 shares; 2025Q4: 10,860 shares; 2026Q1: 10,861 shares 10,861$1.26M0.08%+1Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,011 shares; 2025Q3: 2,295 shares; 2025Q4: 2,553 shares; 2026Q1: 2,258 shares 2,258$1.24M0.07%-295Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,676 shares; 2024Q3: 6,577 shares; 2024Q4: 6,459 shares; 2025Q1: 6,369 shares; 2025Q2: 6,268 shares; 2025Q3: 6,105 shares; 2025Q4: 5,618 shares; 2026Q1: 5,304 shares 5,304$1.22M0.07%-314Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,551 shares; 2024Q3: 16,576 shares; 2024Q4: 16,792 shares; 2025Q1: 16,726 shares; 2025Q2: 17,005 shares; 2025Q3: 16,851 shares; 2025Q4: 16,670 shares; 2026Q1: 16,553 shares 16,553$1.2M0.07%-117Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,905 shares; 2024Q3: 18,170 shares; 2024Q4: 34,747 shares; 2025Q1: 38,012 shares; 2025Q2: 33,957 shares; 2025Q3: 32,176 shares; 2025Q4: 32,367 shares; 2026Q1: 31,569 shares 31,569$1.19M0.07%-798Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,629 shares; 2024Q3: 24,418 shares; 2024Q4: 23,993 shares; 2025Q1: 23,846 shares; 2025Q2: 22,939 shares; 2025Q3: 22,926 shares; 2025Q4: 22,636 shares; 2026Q1: 22,567 shares 22,567$1.19M0.07%-69Timeline
PBUSINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,035 shares; 2024Q3: 18,331 shares; 2024Q4: 18,315 shares; 2025Q1: 18,373 shares; 2025Q2: 18,175 shares; 2025Q3: 17,828 shares; 2025Q4: 17,787 shares; 2026Q1: 17,842 shares 17,842$1.16M0.07%+55Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 678 shares; 2024Q4: 7,273 shares; 2025Q1: 6,976 shares; 2025Q2: 6,468 shares; 2025Q3: 5,874 shares; 2025Q4: 5,784 shares; 2026Q1: 5,561 shares 5,561$1.16M0.07%-223Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 65,622 shares; 2024Q3: 74,377 shares; 2024Q4: 66,251 shares; 2025Q1: 61,515 shares; 2025Q2: 62,151 shares; 2025Q3: 62,790 shares; 2025Q4: 63,191 shares; 2026Q1: 63,321 shares 63,321$1.12M0.07%+130Timeline
TEMDFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,630 shares 45,630$1.12M0.07%newTimeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,838 shares; 2024Q3: 11,696 shares; 2024Q4: 11,710 shares; 2025Q1: 12,510 shares; 2025Q2: 12,260 shares; 2025Q3: 12,138 shares; 2025Q4: 11,712 shares; 2026Q1: 11,353 shares 11,353$1.1M0.07%-359Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,239 shares; 2024Q3: 21,639 shares; 2024Q4: 21,179 shares; 2025Q1: 21,000 shares; 2025Q2: 22,096 shares; 2025Q3: 21,255 shares; 2025Q4: 21,631 shares; 2026Q1: 20,206 shares 20,206$1.08M0.06%-1,425Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,069 shares; 2024Q4: 1,079 shares; 2025Q1: 1,118 shares; 2025Q2: 1,115 shares; 2025Q3: 1,137 shares; 2025Q4: 1,118 shares; 2026Q1: 1,111 shares 1,111$1.07M0.06%-7Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,802 shares; 2024Q3: 3,823 shares; 2024Q4: 3,829 shares; 2025Q1: 4,400 shares; 2025Q2: 4,169 shares; 2025Q3: 4,170 shares; 2025Q4: 4,236 shares; 2026Q1: 6,585 shares 6,585$1.05M0.06%+2,349Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,136 shares; 2024Q3: 31,477 shares; 2024Q4: 32,173 shares; 2025Q1: 32,258 shares; 2025Q2: 24,985 shares; 2025Q3: 24,774 shares; 2025Q4: 25,369 shares; 2026Q1: 25,652 shares 25,652$1.03M0.06%+283Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,421 shares; 2024Q3: 5,454 shares; 2024Q4: 5,693 shares; 2025Q1: 9,562 shares; 2025Q2: 9,606 shares; 2025Q3: 9,362 shares; 2025Q4: 9,920 shares; 2026Q1: 10,407 shares 10,407$1.01M0.06%+487Timeline
BUFGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 34,054 shares; 2024Q3: 33,626 shares; 2024Q4: 33,626 shares; 2025Q1: 33,120 shares; 2025Q2: 33,120 shares; 2025Q3: 33,120 shares; 2025Q4: 33,485 shares; 2026Q1: 37,452 shares 37,452$1.01M0.06%+3,967Timeline
GLDICREDIT SUISSE NASSAU BRANCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,446 shares; 2024Q4: 1,521 shares; 2025Q1: 3,821 shares; 2025Q2: 3,565 shares; 2025Q3: 3,739 shares; 2025Q4: 2,751 shares; 2026Q1: 5,971 shares 5,971$991K0.06%+3,220Timeline
IRDMIRIDIUM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 7,887 shares; 2024Q4: 10,788 shares; 2025Q1: not reported; 2025Q2: 13,011 shares; 2025Q3: not reported; 2025Q4: 36,528 shares; 2026Q1: 35,663 shares 35,663$989K0.06%-865Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,516 shares; 2025Q3: 3,493 shares; 2025Q4: 3,501 shares; 2026Q1: 3,503 shares 3,503$954K0.06%+2Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,373 shares; 2024Q3: 9,963 shares; 2024Q4: 32,488 shares; 2025Q1: 11,868 shares; 2025Q2: 12,277 shares; 2025Q3: 12,193 shares; 2025Q4: 13,431 shares; 2026Q1: 14,100 shares 14,100$953K0.06%+669Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,239 shares; 2024Q3: 4,281 shares; 2024Q4: 4,408 shares; 2025Q1: 4,850 shares; 2025Q2: 4,446 shares; 2025Q3: 4,428 shares; 2025Q4: 4,166 shares; 2026Q1: 4,142 shares 4,142$936K0.06%-24Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,432 shares; 2024Q3: 20,462 shares; 2024Q4: 18,064 shares; 2025Q1: 17,948 shares; 2025Q2: 17,734 shares; 2025Q3: 17,930 shares; 2025Q4: 18,177 shares; 2026Q1: 18,289 shares 18,289$926K0.06%+112Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,932 shares; 2024Q4: not reported; 2025Q1: 5,506 shares; 2025Q2: 5,460 shares; 2025Q3: 5,599 shares; 2025Q4: 5,736 shares; 2026Q1: 9,913 shares 9,913$925K0.06%+4,177Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,015 shares; 2024Q3: 17,997 shares; 2024Q4: 18,075 shares; 2025Q1: 17,763 shares; 2025Q2: 17,848 shares; 2025Q3: 18,015 shares; 2025Q4: 18,172 shares; 2026Q1: 18,318 shares 18,318$922K0.05%+146Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,921 shares; 2024Q3: 3,925 shares; 2024Q4: 3,753 shares; 2025Q1: 3,761 shares; 2025Q2: 3,772 shares; 2025Q3: 3,816 shares; 2025Q4: 6,011 shares; 2026Q1: 6,280 shares 6,280$921K0.05%+269Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,173 shares; 2024Q3: 4,246 shares; 2024Q4: 6,150 shares; 2025Q1: 7,286 shares; 2025Q2: 7,333 shares; 2025Q3: 7,373 shares; 2025Q4: 7,858 shares; 2026Q1: 7,751 shares 7,751$919K0.05%-107Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,552 shares; 2024Q3: 13,398 shares; 2024Q4: 13,162 shares; 2025Q1: 13,259 shares; 2025Q2: 13,241 shares; 2025Q3: 12,865 shares; 2025Q4: 13,097 shares; 2026Q1: 12,767 shares 12,767$898K0.05%-330Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,911 shares; 2024Q3: 6,742 shares; 2024Q4: 6,799 shares; 2025Q1: 6,760 shares; 2025Q2: 6,774 shares; 2025Q3: 6,563 shares; 2025Q4: 6,562 shares; 2026Q1: 6,571 shares 6,571$897K0.05%+9Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,203 shares; 2024Q3: 15,476 shares; 2024Q4: 12,272 shares; 2025Q1: 10,754 shares; 2025Q2: 10,723 shares; 2025Q3: 10,810 shares; 2025Q4: 8,837 shares; 2026Q1: 8,882 shares 8,882$894K0.05%+45Timeline
ARLPALLIANCE RESOURCE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,056 shares; 2024Q3: 24,968 shares; 2024Q4: 30,280 shares; 2025Q1: 33,078 shares; 2025Q2: 33,488 shares; 2025Q3: 33,509 shares; 2025Q4: 33,951 shares; 2026Q1: 32,243 shares 32,243$892K0.05%-1,708Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,900 shares; 2024Q3: 1,707 shares; 2024Q4: 1,843 shares; 2025Q1: 2,458 shares; 2025Q2: 12,038 shares; 2025Q3: 10,857 shares; 2025Q4: 12,707 shares; 2026Q1: 5,980 shares 5,980$880K0.05%-6,727Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,359 shares; 2024Q3: 30,427 shares; 2024Q4: 89,599 shares; 2025Q1: 106,198 shares; 2025Q2: 100,795 shares; 2025Q3: 94,107 shares; 2025Q4: 89,801 shares; 2026Q1: 47,729 shares 47,729$860K0.05%-42,072Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 33,956 shares; 2024Q4: 37,009 shares; 2025Q1: 27,541 shares; 2025Q2: 28,176 shares; 2025Q3: not reported; 2025Q4: 18,147 shares; 2026Q1: 25,531 shares 25,531$856K0.05%+7,384Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 41,596 shares; 2025Q2: 42,030 shares; 2025Q3: 42,470 shares; 2025Q4: 42,908 shares; 2026Q1: 43,346 shares 43,346$847K0.05%+438Timeline
SPUSTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,606 shares; 2024Q3: 7,621 shares; 2024Q4: 7,633 shares; 2025Q1: 7,470 shares; 2025Q2: 12,682 shares; 2025Q3: 13,204 shares; 2025Q4: 15,969 shares; 2026Q1: 17,510 shares 17,510$843K0.05%+1,541Timeline
BXSLBLACKSTONE SECD LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 41,670 shares; 2024Q3: 56,411 shares; 2024Q4: 39,281 shares; 2025Q1: 13,781 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,589 shares; 2026Q1: 35,043 shares 35,043$830K0.05%+21,454Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,512 shares; 2024Q3: 3,403 shares; 2024Q4: 3,353 shares; 2025Q1: 3,530 shares; 2025Q2: 3,520 shares; 2025Q3: 3,502 shares; 2025Q4: 3,324 shares; 2026Q1: 3,230 shares 3,230$820K0.05%-94Timeline
PSCTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 381 shares; 2024Q4: 9,394 shares; 2025Q1: not reported; 2025Q2: 6,800 shares; 2025Q3: 5,675 shares; 2025Q4: 9,871 shares; 2026Q1: 13,516 shares 13,516$812K0.05%+3,645Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,991 shares; 2024Q4: not reported; 2025Q1: 7,594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,379 shares; 2026Q1: 35,901 shares 35,901$807K0.05%-19,478Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 726 shares; 2024Q3: 662 shares; 2024Q4: 662 shares; 2025Q1: 933 shares; 2025Q2: 1,331 shares; 2025Q3: 1,239 shares; 2025Q4: 2,524 shares; 2026Q1: 2,185 shares 2,185$781K0.05%-339Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,100 shares; 2024Q3: 1,050 shares; 2024Q4: 1,090 shares; 2025Q1: 1,079 shares; 2025Q2: 1,083 shares; 2025Q3: 1,093 shares; 2025Q4: 1,045 shares; 2026Q1: 1,049 shares 1,049$764K0.05%+4Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 338 shares; 2024Q4: 9,662 shares; 2025Q1: 8,650 shares; 2025Q2: 8,659 shares; 2025Q3: 8,369 shares; 2025Q4: 8,335 shares; 2026Q1: 8,138 shares 8,138$757K0.05%-197Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,846 shares; 2024Q3: 6,846 shares; 2024Q4: 6,573 shares; 2025Q1: 6,473 shares; 2025Q2: 6,169 shares; 2025Q3: 6,192 shares; 2025Q4: 7,242 shares; 2026Q1: 6,850 shares 6,850$756K0.04%-392Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 28,559 shares; 2024Q3: 28,909 shares; 2024Q4: 29,371 shares; 2025Q1: 27,815 shares; 2025Q2: 28,140 shares; 2025Q3: 26,228 shares; 2025Q4: 25,918 shares; 2026Q1: 26,161 shares 26,161$751K0.04%+243Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 7,875 shares; 2024Q4: not reported; 2025Q1: 31,956 shares; 2025Q2: 33,612 shares; 2025Q3: 34,064 shares; 2025Q4: 37,995 shares; 2026Q1: 42,478 shares 42,478$728K0.04%+4,483Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,623 shares; 2024Q3: 17,623 shares; 2024Q4: 17,783 shares; 2025Q1: 17,783 shares; 2025Q2: 17,067 shares; 2025Q3: 17,067 shares; 2025Q4: 16,893 shares; 2026Q1: 15,784 shares 15,784$728K0.04%-1,109Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,051 shares; 2024Q3: 2,363 shares; 2024Q4: 2,786 shares; 2025Q1: 3,411 shares; 2025Q2: 3,425 shares; 2025Q3: 3,438 shares; 2025Q4: 3,409 shares; 2026Q1: 3,403 shares 3,403$727K0.04%-6Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,241 shares; 2024Q3: 5,203 shares; 2024Q4: 5,170 shares; 2025Q1: 5,622 shares; 2025Q2: 5,618 shares; 2025Q3: 5,828 shares; 2025Q4: 5,815 shares; 2026Q1: 5,523 shares 5,523$724K0.04%-292Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 109,554 shares; 2025Q1: 99,810 shares; 2025Q2: 98,345 shares; 2025Q3: 93,153 shares; 2025Q4: 74,554 shares; 2026Q1: 64,641 shares 64,641$711K0.04%-9,913Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,701 shares; 2024Q3: 10,760 shares; 2024Q4: 10,553 shares; 2025Q1: 9,471 shares; 2025Q2: 9,287 shares; 2025Q3: 9,270 shares; 2025Q4: 14,795 shares; 2026Q1: 12,088 shares 12,088$711K0.04%-2,707Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,175 shares; 2024Q3: 4,016 shares; 2024Q4: 4,040 shares; 2025Q1: 4,065 shares; 2025Q2: 4,098 shares; 2025Q3: 4,016 shares; 2025Q4: 4,616 shares; 2026Q1: 4,630 shares 4,630$701K0.04%+14Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,098 shares; 2024Q3: 8,984 shares; 2024Q4: 8,910 shares; 2025Q1: 9,004 shares; 2025Q2: 7,867 shares; 2025Q3: 7,716 shares; 2025Q4: 7,715 shares; 2026Q1: 7,756 shares 7,756$695K0.04%+41Timeline
XDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,404 shares; 2024Q3: 16,992 shares; 2024Q4: 16,992 shares; 2025Q1: 16,992 shares; 2025Q2: 16,992 shares; 2025Q3: 16,971 shares; 2025Q4: 16,971 shares; 2026Q1: 16,971 shares 16,971$684K0.04%0Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,593 shares; 2024Q3: 7,521 shares; 2024Q4: 7,451 shares; 2025Q1: 12,328 shares; 2025Q2: 7,329 shares; 2025Q3: 7,246 shares; 2025Q4: 6,081 shares; 2026Q1: 6,078 shares 6,078$677K0.04%-3Timeline
OBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,739 shares; 2025Q4: 13,668 shares; 2026Q1: 13,400 shares 13,400$671K0.04%-268Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,596 shares 29,596$665K0.04%newTimeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,817 shares; 2024Q3: 18,018 shares; 2024Q4: 18,054 shares; 2025Q1: 15,920 shares; 2025Q2: 31,298 shares; 2025Q3: 13,186 shares; 2025Q4: 16,701 shares; 2026Q1: 13,635 shares 13,635$664K0.04%-3,066Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 447 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,002 shares; 2025Q3: 4,885 shares; 2025Q4: 6,986 shares; 2026Q1: 5,906 shares 5,906$664K0.04%-1,080Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,608 shares; 2024Q3: 15,803 shares; 2024Q4: 13,783 shares; 2025Q1: 13,229 shares; 2025Q2: 13,300 shares; 2025Q3: 12,623 shares; 2025Q4: 12,378 shares; 2026Q1: 14,787 shares 14,787$662K0.04%+2,409Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,464 shares; 2024Q3: 1,436 shares; 2024Q4: 1,452 shares; 2025Q1: 1,521 shares; 2025Q2: 1,774 shares; 2025Q3: 2,176 shares; 2025Q4: 2,762 shares; 2026Q1: 2,948 shares 2,948$662K0.04%+186Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,899 shares; 2024Q3: 3,822 shares; 2024Q4: 3,277 shares; 2025Q1: 10,859 shares; 2025Q2: 3,490 shares; 2025Q3: 6,741 shares; 2025Q4: 19,734 shares; 2026Q1: 6,715 shares 6,715$661K0.04%-13,019Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,056 shares; 2024Q3: 10,674 shares; 2024Q4: 10,901 shares; 2025Q1: 11,534 shares; 2025Q2: 11,204 shares; 2025Q3: 11,228 shares; 2025Q4: 11,406 shares; 2026Q1: 12,177 shares 12,177$658K0.04%+771Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,095 shares; 2024Q3: 1,084 shares; 2024Q4: 1,145 shares; 2025Q1: 2,093 shares; 2025Q2: 2,010 shares; 2025Q3: 2,013 shares; 2025Q4: 2,263 shares; 2026Q1: 2,267 shares 2,267$651K0.04%+4Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,915 shares; 2024Q3: 10,308 shares; 2024Q4: 12,439 shares; 2025Q1: 12,148 shares; 2025Q2: 11,476 shares; 2025Q3: 11,748 shares; 2025Q4: 10,864 shares; 2026Q1: 10,733 shares 10,733$651K0.04%-131Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,179 shares; 2024Q3: 6,954 shares; 2024Q4: 6,923 shares; 2025Q1: 6,872 shares; 2025Q2: 6,753 shares; 2025Q3: 6,530 shares; 2025Q4: 6,524 shares; 2026Q1: 5,881 shares 5,881$645K0.04%-643Timeline
SLVRSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,849 shares; 2025Q4: 13,720 shares; 2026Q1: 10,875 shares 10,875$644K0.04%-2,845Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,606 shares; 2024Q3: 288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,203 shares 3,203$633K0.04%newTimeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,897 shares; 2025Q3: 6,432 shares; 2025Q4: 7,376 shares; 2026Q1: 6,562 shares 6,562$621K0.04%-814Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,153 shares; 2024Q3: 15,811 shares; 2024Q4: 14,327 shares; 2025Q1: 13,920 shares; 2025Q2: 13,920 shares; 2025Q3: 14,827 shares; 2025Q4: 15,121 shares; 2026Q1: 18,307 shares 18,307$618K0.04%+3,186Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 13,052 shares; 2024Q4: not reported; 2025Q1: 33,227 shares; 2025Q2: 43,862 shares; 2025Q3: 192,557 shares; 2025Q4: 54,342 shares; 2026Q1: 132,772 shares 132,772$601K0.04%+78,430Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,329 shares; 2024Q3: 4,953 shares; 2024Q4: 7,350 shares; 2025Q1: 4,695 shares; 2025Q2: 19,511 shares; 2025Q3: 20,646 shares; 2025Q4: 23,215 shares; 2026Q1: 8,342 shares 8,342$600K0.04%-14,873Timeline
MDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 60,638 shares; 2024Q3: 58,819 shares; 2024Q4: 43,295 shares; 2025Q1: 43,065 shares; 2025Q2: 41,925 shares; 2025Q3: 41,133 shares; 2025Q4: 39,274 shares; 2026Q1: 36,990 shares 36,990$598K0.04%-2,284Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,839 shares; 2024Q3: 4,128 shares; 2024Q4: 4,389 shares; 2025Q1: 4,434 shares; 2025Q2: 5,809 shares; 2025Q3: 6,077 shares; 2025Q4: 6,592 shares; 2026Q1: 3,204 shares 3,204$598K0.04%-3,388Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,213 shares; 2024Q3: 8,117 shares; 2024Q4: 8,178 shares; 2025Q1: 8,186 shares; 2025Q2: 8,232 shares; 2025Q3: 8,284 shares; 2025Q4: 8,366 shares; 2026Q1: 8,405 shares 8,405$589K0.04%+39Timeline
GJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 657 shares; 2024Q4: not reported; 2025Q1: 7,062 shares; 2025Q2: 7,062 shares; 2025Q3: 7,060 shares; 2025Q4: 7,060 shares; 2026Q1: 14,006 shares 14,006$587K0.03%+6,946Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,981 shares; 2024Q3: 6,981 shares; 2024Q4: 7,059 shares; 2025Q1: 7,059 shares; 2025Q2: 7,045 shares; 2025Q3: 7,045 shares; 2025Q4: 5,828 shares; 2026Q1: 5,823 shares 5,823$582K0.03%-5Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,593 shares; 2024Q3: 2,578 shares; 2024Q4: 2,937 shares; 2025Q1: 3,580 shares; 2025Q2: 3,228 shares; 2025Q3: 2,788 shares; 2025Q4: 1,976 shares; 2026Q1: 1,960 shares 1,960$579K0.03%-16Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,868 shares; 2024Q3: 913 shares; 2024Q4: not reported; 2025Q1: 24,683 shares; 2025Q2: 11,868 shares; 2025Q3: not reported; 2025Q4: 17,119 shares; 2026Q1: 19,985 shares 19,985$574K0.03%+2,866Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 58 shares; 2024Q4: not reported; 2025Q1: 6,070 shares; 2025Q2: 6,072 shares; 2025Q3: 5,600 shares; 2025Q4: 5,858 shares; 2026Q1: 5,838 shares 5,838$572K0.03%-20Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,904 shares; 2024Q3: 23,393 shares; 2024Q4: 23,174 shares; 2025Q1: 23,381 shares; 2025Q2: 22,826 shares; 2025Q3: 22,022 shares; 2025Q4: 22,747 shares; 2026Q1: 20,920 shares 20,920$572K0.03%-1,827Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,390 shares; 2024Q3: 2,400 shares; 2024Q4: 2,535 shares; 2025Q1: 2,740 shares; 2025Q2: 2,665 shares; 2025Q3: 2,565 shares; 2025Q4: 2,656 shares; 2026Q1: 2,411 shares 2,411$570K0.03%-245Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,530 shares; 2024Q3: 23,048 shares; 2024Q4: 20,801 shares; 2025Q1: 35,100 shares; 2025Q2: 38,504 shares; 2025Q3: 37,478 shares; 2025Q4: 27,980 shares; 2026Q1: 29,332 shares 29,332$566K0.03%+1,352Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,788 shares; 2024Q3: 5,917 shares; 2024Q4: 5,956 shares; 2025Q1: 6,219 shares; 2025Q2: 7,426 shares; 2025Q3: 7,641 shares; 2025Q4: 7,675 shares; 2026Q1: 6,891 shares 6,891$565K0.03%-784Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 952 shares; 2025Q3: 998 shares; 2025Q4: 804 shares; 2026Q1: 1,019 shares 1,019$555K0.03%+215Timeline
SAMTADVISORS INNER CIRCLE FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,452 shares; 2024Q3: 20,497 shares; 2024Q4: 19,528 shares; 2025Q1: 18,250 shares; 2025Q2: 16,835 shares; 2025Q3: 16,280 shares; 2025Q4: 14,007 shares; 2026Q1: 14,048 shares 14,048$552K0.03%+41Timeline
BUFTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,548 shares; 2024Q3: 16,548 shares; 2024Q4: 16,548 shares; 2025Q1: 16,991 shares; 2025Q2: 16,991 shares; 2025Q3: 16,991 shares; 2025Q4: 16,991 shares; 2026Q1: 22,012 shares 22,012$546K0.03%+5,021Timeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,526 shares; 2025Q3: 10,074 shares; 2025Q4: 8,394 shares; 2026Q1: 10,415 shares 10,415$544K0.03%+2,021Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,698 shares; 2024Q3: 6,548 shares; 2024Q4: 6,523 shares; 2025Q1: 6,523 shares; 2025Q2: 6,523 shares; 2025Q3: 6,523 shares; 2025Q4: 6,523 shares; 2026Q1: 6,377 shares 6,377$543K0.03%-146Timeline
DFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 460 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,447 shares 11,447$542K0.03%newTimeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,574 shares; 2024Q3: 4,457 shares; 2024Q4: 4,361 shares; 2025Q1: 4,308 shares; 2025Q2: 4,217 shares; 2025Q3: 4,020 shares; 2025Q4: 6,112 shares; 2026Q1: 5,617 shares 5,617$542K0.03%-495Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,997 shares; 2024Q3: 9,817 shares; 2024Q4: 6,035 shares; 2025Q1: 5,639 shares; 2025Q2: 5,517 shares; 2025Q3: 4,281 shares; 2025Q4: 5,998 shares; 2026Q1: 6,088 shares 6,088$537K0.03%+90Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,825 shares; 2024Q3: 6,845 shares; 2024Q4: 6,798 shares; 2025Q1: 6,796 shares; 2025Q2: 6,818 shares; 2025Q3: 7,039 shares; 2025Q4: 8,138 shares; 2026Q1: 10,819 shares 10,819$534K0.03%+2,681Timeline
NBRNABORS INDUSTRIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,847 shares; 2025Q4: 6,844 shares; 2026Q1: 6,042 shares 6,042$520K0.03%-802Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,319 shares; 2024Q4: 20,972 shares; 2025Q1: 17,843 shares; 2025Q2: 48,352 shares; 2025Q3: 10,113 shares; 2025Q4: 12,059 shares; 2026Q1: 12,465 shares 12,465$519K0.03%+406Timeline
SFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,561 shares 21,561$512K0.03%newTimeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,959 shares; 2024Q3: 4,990 shares; 2024Q4: 5,021 shares; 2025Q1: 4,897 shares; 2025Q2: 5,108 shares; 2025Q3: 5,164 shares; 2025Q4: 5,232 shares; 2026Q1: 4,925 shares 4,925$509K0.03%-307Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,091 shares; 2024Q3: 22,192 shares; 2024Q4: 6,220 shares; 2025Q1: 6,350 shares; 2025Q2: 6,304 shares; 2025Q3: 6,358 shares; 2025Q4: 6,431 shares; 2026Q1: 6,467 shares 6,467$499K0.03%+36Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,122 shares; 2024Q4: 1,695 shares; 2025Q1: 2,107 shares; 2025Q2: 2,501 shares; 2025Q3: 2,669 shares; 2025Q4: 2,622 shares; 2026Q1: 2,643 shares 2,643$499K0.03%+21Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,988 shares 1,988$491K0.03%newTimeline
QMFEFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,092 shares 22,092$490K0.03%newTimeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,626 shares; 2024Q4: 5,239 shares; 2025Q1: 5,365 shares; 2025Q2: 4,754 shares; 2025Q3: 7,346 shares; 2025Q4: 9,176 shares; 2026Q1: 9,752 shares 9,752$486K0.03%+576Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,580 shares; 2025Q3: 1,566 shares; 2025Q4: 1,580 shares; 2026Q1: 1,189 shares 1,189$484K0.03%-391Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,445 shares; 2024Q4: 6,086 shares; 2025Q1: 6,309 shares; 2025Q2: 6,364 shares; 2025Q3: 6,845 shares; 2025Q4: 8,229 shares; 2026Q1: 8,698 shares 8,698$480K0.03%+469Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,681 shares; 2024Q3: 2,681 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,625 shares; 2025Q3: 2,626 shares; 2025Q4: 2,647 shares; 2026Q1: 2,647 shares 2,647$476K0.03%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: 19,558 shares; 2025Q2: 18,864 shares; 2025Q3: 16,700 shares; 2025Q4: 16,148 shares; 2026Q1: 16,149 shares 16,149$470K0.03%+1Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 569 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 662 shares; 2025Q4: 869 shares; 2026Q1: 874 shares 874$470K0.03%+5Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,485 shares; 2024Q3: 160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,258 shares; 2025Q3: 4,459 shares; 2025Q4: 4,790 shares; 2026Q1: 3,196 shares 3,196$467K0.03%-1,594Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,652 shares; 2025Q4: 1,665 shares; 2026Q1: 2,831 shares 2,831$466K0.03%+1,166Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,537 shares 6,537$463K0.03%newTimeline
SETMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,603 shares; 2025Q3: 16,702 shares; 2025Q4: 16,670 shares; 2026Q1: 13,972 shares 13,972$462K0.03%-2,698Timeline
SAGPADVISORS INNER CIRCLE FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,261 shares; 2024Q3: 16,775 shares; 2024Q4: 15,017 shares; 2025Q1: 13,429 shares; 2025Q2: 11,583 shares; 2025Q3: 12,915 shares; 2025Q4: 13,328 shares; 2026Q1: 13,342 shares 13,342$458K0.03%+14Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,358 shares; 2024Q3: 8,832 shares; 2024Q4: 9,410 shares; 2025Q1: 9,172 shares; 2025Q2: 9,602 shares; 2025Q3: 9,641 shares; 2025Q4: 9,057 shares; 2026Q1: 7,629 shares 7,629$456K0.03%-1,428Timeline
INCMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,759 shares 15,759$453K0.03%newTimeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,946 shares 4,946$450K0.03%newTimeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 8,200 shares; 2024Q4: not reported; 2025Q1: 13,604 shares; 2025Q2: not reported; 2025Q3: 16,793 shares; 2025Q4: 23,633 shares; 2026Q1: 23,212 shares 23,212$445K0.03%-421Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,025 shares; 2024Q3: 1,296 shares; 2024Q4: 1,298 shares; 2025Q1: 1,581 shares; 2025Q2: 1,501 shares; 2025Q3: 1,505 shares; 2025Q4: 1,508 shares; 2026Q1: 1,465 shares 1,465$443K0.03%-43Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,756 shares; 2024Q3: 3,756 shares; 2024Q4: 3,896 shares; 2025Q1: 4,871 shares; 2025Q2: 4,868 shares; 2025Q3: 4,507 shares; 2025Q4: 4,555 shares; 2026Q1: 4,555 shares 4,555$441K0.03%0Timeline
FTCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,845 shares; 2024Q3: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,845 shares; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares; 2026Q1: 2,845 shares 2,845$439K0.03%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 892 shares; 2024Q3: 892 shares; 2024Q4: 907 shares; 2025Q1: 913 shares; 2025Q2: 887 shares; 2025Q3: 882 shares; 2025Q4: 884 shares; 2026Q1: 888 shares 888$436K0.03%+4Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,150 shares; 2024Q4: not reported; 2025Q1: 4,405 shares; 2025Q2: 4,555 shares; 2025Q3: 4,615 shares; 2025Q4: 4,668 shares; 2026Q1: 4,735 shares 4,735$435K0.03%+67Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500$432K0.03%newTimeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,826 shares; 2024Q4: not reported; 2025Q1: 3,463 shares; 2025Q2: not reported; 2025Q3: 4,454 shares; 2025Q4: 4,534 shares; 2026Q1: 5,491 shares 5,491$423K0.03%+957Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,854 shares; 2024Q3: 5,432 shares; 2024Q4: 4,299 shares; 2025Q1: 4,502 shares; 2025Q2: 4,515 shares; 2025Q3: 6,655 shares; 2025Q4: 4,681 shares; 2026Q1: 4,377 shares 4,377$418K0.02%-304Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,893 shares; 2024Q3: 2,911 shares; 2024Q4: 2,954 shares; 2025Q1: 2,971 shares; 2025Q2: 2,979 shares; 2025Q3: 2,996 shares; 2025Q4: 2,990 shares; 2026Q1: 3,003 shares 3,003$412K0.02%+13Timeline
KQQQKURV ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,919 shares; 2026Q1: 17,015 shares 17,015$411K0.02%-4,904Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,211 shares; 2025Q4: 1,190 shares; 2026Q1: 1,875 shares 1,875$410K0.02%+685Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 584 shares; 2024Q3: 581 shares; 2024Q4: 824 shares; 2025Q1: 639 shares; 2025Q2: 694 shares; 2025Q3: 792 shares; 2025Q4: 590 shares; 2026Q1: 582 shares 582$406K0.02%-8Timeline
MARMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,215 shares; 2024Q3: 15,215 shares; 2024Q4: 15,215 shares; 2025Q1: 15,215 shares; 2025Q2: 11,994 shares; 2025Q3: 11,994 shares; 2025Q4: 11,994 shares; 2026Q1: 11,994 shares 11,994$402K0.02%0Timeline
FJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,864 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 7,100 shares 7,100$401K0.02%-2,500Timeline
SCHYSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,795 shares; 2024Q4: not reported; 2025Q1: 8,126 shares; 2025Q2: 12,350 shares; 2025Q3: 12,461 shares; 2025Q4: 12,595 shares; 2026Q1: 12,669 shares 12,669$401K0.02%+74Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,991 shares; 2026Q1: 6,181 shares 6,181$398K0.02%+190Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,284 shares; 2024Q3: 4,450 shares; 2024Q4: 4,070 shares; 2025Q1: 4,071 shares; 2025Q2: 2,705 shares; 2025Q3: 2,670 shares; 2025Q4: 3,117 shares; 2026Q1: 3,110 shares 3,110$397K0.02%-7Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,145 shares 6,145$397K0.02%newTimeline
PUMPPROPETRO HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,200 shares; 2026Q1: 27,200 shares 27,200$392K0.02%+2,000Timeline
FDGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,380 shares; 2024Q3: 3,395 shares; 2024Q4: 3,395 shares; 2025Q1: 3,395 shares; 2025Q2: 3,395 shares; 2025Q3: 3,395 shares; 2025Q4: 3,395 shares; 2026Q1: 3,395 shares 3,395$387K0.02%0Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,074 shares; 2024Q3: 17,452 shares; 2024Q4: 6,179 shares; 2025Q1: 8,556 shares; 2025Q2: 7,417 shares; 2025Q3: 8,321 shares; 2025Q4: 8,840 shares; 2026Q1: 7,676 shares 7,676$386K0.02%-1,164Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 5,555 shares; 2024Q4: 5,527 shares; 2025Q1: 6,660 shares; 2025Q2: 5,950 shares; 2025Q3: 5,878 shares; 2025Q4: 5,952 shares; 2026Q1: 5,960 shares 5,960$382K0.02%+8Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 578 shares; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 580 shares; 2025Q2: 581 shares; 2025Q3: 556 shares; 2025Q4: 557 shares; 2026Q1: 557 shares 557$380K0.02%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 820 shares; 2024Q4: 1,288 shares; 2025Q1: 1,450 shares; 2025Q2: 1,474 shares; 2025Q3: 1,376 shares; 2025Q4: 1,328 shares; 2026Q1: 1,331 shares 1,331$378K0.02%+3Timeline
MSFYKURV ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,842 shares; 2025Q3: not reported; 2025Q4: 12,446 shares; 2026Q1: 22,232 shares 22,232$377K0.02%+9,786Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,174 shares; 2024Q4: 15,309 shares; 2025Q1: 15,312 shares; 2025Q2: 15,318 shares; 2025Q3: 30,569 shares; 2025Q4: 15,319 shares; 2026Q1: 14,410 shares 14,410$376K0.02%-909Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,400 shares; 2024Q3: 12,559 shares; 2024Q4: 14,033 shares; 2025Q1: 9,660 shares; 2025Q2: 10,773 shares; 2025Q3: 8,039 shares; 2025Q4: 4,268 shares; 2026Q1: 5,334 shares 5,334$376K0.02%+1,066Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,166 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 2,439 shares; 2026Q1: 2,593 shares 2,593$376K0.02%+154Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 5,492 shares; 2026Q1: 4,842 shares 4,842$375K0.02%-650Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,721 shares; 2024Q3: 1,829 shares; 2024Q4: 1,831 shares; 2025Q1: 2,261 shares; 2025Q2: 1,741 shares; 2025Q3: 1,771 shares; 2025Q4: 1,512 shares; 2026Q1: 1,494 shares 1,494$372K0.02%-18Timeline
UANCVR PARTNERS LP/CVR NITROGENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,497 shares; 2026Q1: 2,918 shares 2,918$370K0.02%+421Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,449 shares; 2024Q3: 4,586 shares; 2024Q4: 6,039 shares; 2025Q1: 8,240 shares; 2025Q2: 7,582 shares; 2025Q3: 7,585 shares; 2025Q4: 6,641 shares; 2026Q1: 5,943 shares 5,943$367K0.02%-698Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,118 shares; 2024Q3: 3,118 shares; 2024Q4: 3,118 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares; 2026Q1: 3,118 shares 3,118$367K0.02%0Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,077 shares; 2024Q4: 3,857 shares; 2025Q1: 4,051 shares; 2025Q2: 4,381 shares; 2025Q3: 4,779 shares; 2025Q4: 4,578 shares; 2026Q1: 4,569 shares 4,569$365K0.02%-9Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,473 shares; 2024Q3: 5,409 shares; 2024Q4: 7,438 shares; 2025Q1: 6,930 shares; 2025Q2: 6,883 shares; 2025Q3: 5,762 shares; 2025Q4: 5,233 shares; 2026Q1: 5,617 shares 5,617$365K0.02%+384Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,756 shares 3,756$365K0.02%newTimeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,897 shares; 2024Q3: 2,897 shares; 2024Q4: 2,943 shares; 2025Q1: 3,175 shares; 2025Q2: 3,165 shares; 2025Q3: 3,177 shares; 2025Q4: 3,238 shares; 2026Q1: 3,257 shares 3,257$363K0.02%+19Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 856 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,235 shares; 2025Q3: 1,059 shares; 2025Q4: 1,087 shares; 2026Q1: 1,057 shares 1,057$361K0.02%-30Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,042 shares; 2026Q1: 15,697 shares 15,697$360K0.02%+5,655Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,088 shares; 2024Q3: 4,088 shares; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,091 shares; 2025Q3: 4,096 shares; 2025Q4: 2,268 shares; 2026Q1: 2,268 shares 2,268$360K0.02%0Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,940 shares; 2024Q3: 17,202 shares; 2024Q4: 17,383 shares; 2025Q1: 17,554 shares; 2025Q2: 17,246 shares; 2025Q3: 17,509 shares; 2025Q4: 17,754 shares; 2026Q1: 19,513 shares 19,513$359K0.02%+1,759Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,631 shares; 2024Q3: 3,119 shares; 2024Q4: not reported; 2025Q1: 1,646 shares; 2025Q2: 1,793 shares; 2025Q3: 1,772 shares; 2025Q4: 1,864 shares; 2026Q1: 1,966 shares 1,966$358K0.02%+102Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,529 shares; 2024Q3: 1,526 shares; 2024Q4: not reported; 2025Q1: 1,792 shares; 2025Q2: 1,800 shares; 2025Q3: 1,805 shares; 2025Q4: 2,376 shares; 2026Q1: 2,117 shares 2,117$358K0.02%-259Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,426 shares; 2024Q3: 2,436 shares; 2024Q4: 2,446 shares; 2025Q1: 2,264 shares; 2025Q2: 2,274 shares; 2025Q3: 2,283 shares; 2025Q4: 2,293 shares; 2026Q1: 2,302 shares 2,302$358K0.02%+9Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,700 shares; 2024Q3: 7,787 shares; 2024Q4: 3,550 shares; 2025Q1: 3,745 shares; 2025Q2: 3,720 shares; 2025Q3: 3,672 shares; 2025Q4: 3,717 shares; 2026Q1: 3,738 shares 3,738$355K0.02%+21Timeline
FRIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,304 shares; 2024Q3: 17,619 shares; 2024Q4: 18,038 shares; 2025Q1: 17,203 shares; 2025Q2: 17,109 shares; 2025Q3: 15,939 shares; 2025Q4: 15,180 shares; 2026Q1: 12,421 shares 12,421$354K0.02%-2,759Timeline
UAMYUNITED STATES ANTIMONY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,500 shares; 2025Q4: 46,550 shares; 2026Q1: 40,348 shares 40,348$352K0.02%-6,202Timeline
ECORELECTROCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,283 shares; 2024Q3: 26,283 shares; 2024Q4: 26,283 shares; 2025Q1: 32,983 shares; 2025Q2: 41,783 shares; 2025Q3: 48,763 shares; 2025Q4: 52,363 shares; 2026Q1: 58,198 shares 58,198$351K0.02%+5,835Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 593 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,323 shares; 2026Q1: 8,914 shares 8,914$349K0.02%+3,591Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,883 shares; 2024Q3: 6,881 shares; 2024Q4: 6,991 shares; 2025Q1: 7,392 shares; 2025Q2: 7,122 shares; 2025Q3: 7,037 shares; 2025Q4: 6,579 shares; 2026Q1: 6,046 shares 6,046$348K0.02%-533Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 298 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,632 shares; 2025Q3: 3,106 shares; 2025Q4: 4,064 shares; 2026Q1: 3,443 shares 3,443$346K0.02%-621Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,355 shares; 2024Q3: 4,355 shares; 2024Q4: 4,775 shares; 2025Q1: 4,775 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 5,041 shares; 2026Q1: 5,041 shares 5,041$345K0.02%0Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24,309 shares; 2025Q1: 20,534 shares; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares; 2025Q4: 3,575 shares; 2026Q1: 3,675 shares 3,675$344K0.02%+100Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,212 shares; 2024Q3: 764 shares; 2024Q4: 9,863 shares; 2025Q1: 9,280 shares; 2025Q2: 9,007 shares; 2025Q3: 7,354 shares; 2025Q4: 7,340 shares; 2026Q1: 7,478 shares 7,478$344K0.02%+138Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,949 shares; 2024Q3: 3,874 shares; 2024Q4: 3,783 shares; 2025Q1: 3,726 shares; 2025Q2: 3,692 shares; 2025Q3: 3,933 shares; 2025Q4: 3,326 shares; 2026Q1: 2,882 shares 2,882$341K0.02%-444Timeline
SBIOALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,731 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,492 shares 6,492$340K0.02%newTimeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 889 shares; 2024Q4: 1,057 shares; 2025Q1: 1,056 shares; 2025Q2: 1,010 shares; 2025Q3: 993 shares; 2025Q4: 1,031 shares; 2026Q1: 1,207 shares 1,207$337K0.02%+176Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,360 shares; 2024Q4: 4,331 shares; 2025Q1: 4,430 shares; 2025Q2: 4,429 shares; 2025Q3: 4,429 shares; 2025Q4: 4,477 shares; 2026Q1: 4,480 shares 4,480$336K0.02%+3Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares 3,221$333K0.02%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,034 shares; 2025Q3: 2,960 shares; 2025Q4: 2,974 shares; 2026Q1: 2,627 shares 2,627$322K0.02%-347Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,198 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 868 shares; 2026Q1: 818 shares 818$320K0.02%-50Timeline
QCJAFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,777 shares 14,777$318K0.02%newTimeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,750 shares; 2024Q3: 2,758 shares; 2024Q4: 2,764 shares; 2025Q1: 2,772 shares; 2025Q2: 2,778 shares; 2025Q3: 3,231 shares; 2025Q4: 2,796 shares; 2026Q1: 2,865 shares 2,865$318K0.02%+69Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 489 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares; 2026Q1: 1,597 shares 1,597$316K0.02%+450Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 20,882 shares; 2024Q4: 19,882 shares; 2025Q1: 19,614 shares; 2025Q2: 19,614 shares; 2025Q3: 19,614 shares; 2025Q4: 18,353 shares; 2026Q1: 18,428 shares 18,428$315K0.02%+75Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,053 shares; 2024Q3: 1,292 shares; 2024Q4: not reported; 2025Q1: 7,011 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,365 shares 2,365$312K0.02%newTimeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,114 shares; 2026Q1: 7,665 shares 7,665$311K0.02%+551Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 167 shares; 2024Q4: not reported; 2025Q1: 8,745 shares; 2025Q2: 8,470 shares; 2025Q3: 8,348 shares; 2025Q4: 5,286 shares; 2026Q1: 5,286 shares 5,286$309K0.02%0Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 537 shares; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,520 shares; 2025Q4: 1,480 shares; 2026Q1: 1,484 shares 1,484$308K0.02%+4Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,834 shares; 2026Q1: 25,271 shares 25,271$305K0.02%+8,437Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,525 shares; 2024Q3: 1,526 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,529 shares; 2025Q3: 1,530 shares; 2025Q4: 1,531 shares; 2026Q1: 1,531 shares 1,531$303K0.02%0Timeline
CLOUGH SELECT EQUITY ETFCLOUGH SELECT EQUITY ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,081 shares; 2024Q3: 19,942 shares; 2024Q4: 19,034 shares; 2025Q1: 18,665 shares; 2025Q2: 7,445 shares; 2025Q3: 8,445 shares; 2025Q4: 9,445 shares; 2026Q1: 7,571 shares 7,571$302K0.02%-1,874
ABALLIANCEBERNSTEIN HLDG L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 747 shares; 2024Q4: 10,220 shares; 2025Q1: 15,456 shares; 2025Q2: 15,571 shares; 2025Q3: 11,650 shares; 2025Q4: 8,029 shares; 2026Q1: 8,052 shares 8,052$301K0.02%+23Timeline
HLALLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,070 shares 5,070$301K0.02%newTimeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,071 shares; 2026Q1: 10,268 shares 10,268$296K0.02%-7,803Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 860 shares; 2024Q3: 889 shares; 2024Q4: 813 shares; 2025Q1: 815 shares; 2025Q2: 813 shares; 2025Q3: 825 shares; 2025Q4: 762 shares; 2026Q1: 724 shares 724$295K0.02%-38Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,600 shares; 2024Q3: 10,636 shares; 2024Q4: 13,805 shares; 2025Q1: 12,933 shares; 2025Q2: 13,031 shares; 2025Q3: 10,845 shares; 2025Q4: 11,011 shares; 2026Q1: 11,011 shares 11,011$293K0.02%0Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,334 shares; 2024Q3: 2,361 shares; 2024Q4: 2,177 shares; 2025Q1: 3,054 shares; 2025Q2: 3,000 shares; 2025Q3: 3,028 shares; 2025Q4: 3,055 shares; 2026Q1: 2,986 shares 2,986$292K0.02%-69Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,486 shares; 2024Q3: 1,142 shares; 2024Q4: 970 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: 943 shares; 2026Q1: 757 shares 757$290K0.02%-186Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,953 shares; 2026Q1: 3,070 shares 3,070$289K0.02%+117Timeline
MJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,771 shares; 2025Q2: 110,175 shares; 2025Q3: 110,197 shares; 2025Q4: 109,124 shares; 2026Q1: 12,535 shares 12,535$289K0.02%-96,589Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,329 shares; 2024Q3: 17,221 shares; 2024Q4: 15,992 shares; 2025Q1: 15,553 shares; 2025Q2: 15,549 shares; 2025Q3: 15,549 shares; 2025Q4: 14,711 shares; 2026Q1: 13,303 shares 13,303$288K0.02%-1,408Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,993 shares; 2024Q3: 1,579 shares; 2024Q4: 1,931 shares; 2025Q1: 2,163 shares; 2025Q2: 2,189 shares; 2025Q3: 2,257 shares; 2025Q4: 2,264 shares; 2026Q1: 2,768 shares 2,768$284K0.02%+504Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 379 shares; 2024Q4: not reported; 2025Q1: 489 shares; 2025Q2: 461 shares; 2025Q3: 427 shares; 2025Q4: not reported; 2026Q1: 573 shares 573$284K0.02%newTimeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares 456$282K0.02%newTimeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,293 shares; 2025Q3: 11,293 shares; 2025Q4: 11,293 shares; 2026Q1: 11,293 shares 11,293$280K0.02%0Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,370 shares; 2026Q1: 36,539 shares 36,539$280K0.02%-79,831Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,532 shares; 2024Q3: 6,392 shares; 2024Q4: 6,340 shares; 2025Q1: 6,495 shares; 2025Q2: 8,599 shares; 2025Q3: 5,756 shares; 2025Q4: 5,781 shares; 2026Q1: 5,511 shares 5,511$279K0.02%-270Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,461 shares 3,461$279K0.02%newTimeline
IBTOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,961 shares; 2025Q2: 11,076 shares; 2025Q3: 11,190 shares; 2025Q4: 11,342 shares; 2026Q1: 11,417 shares 11,417$278K0.02%+75Timeline
IBTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,594 shares; 2025Q2: 11,711 shares; 2025Q3: 11,829 shares; 2025Q4: 11,980 shares; 2026Q1: 12,054 shares 12,054$276K0.02%+74Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 695 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,898 shares 1,898$275K0.02%newTimeline
XGLQXCLOUGH GLOBAL EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,907 shares; 2025Q4: 36,023 shares; 2026Q1: 36,481 shares 36,481$275K0.02%+458Timeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,933 shares; 2025Q2: 13,064 shares; 2025Q3: 13,196 shares; 2025Q4: 13,368 shares; 2026Q1: 13,450 shares 13,450$274K0.02%+82Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,108 shares; 2025Q4: 6,110 shares; 2026Q1: 6,113 shares 6,113$272K0.02%+3Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,025 shares; 2026Q1: 18,152 shares 18,152$271K0.02%+6,127Timeline
IBTKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,239 shares; 2025Q2: 13,369 shares; 2025Q3: 13,499 shares; 2025Q4: 13,666 shares; 2026Q1: 13,748 shares 13,748$271K0.02%+82Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425 shares 425$270K0.02%newTimeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,811 shares; 2024Q4: not reported; 2025Q1: 2,760 shares; 2025Q2: 2,656 shares; 2025Q3: 2,659 shares; 2025Q4: 2,819 shares; 2026Q1: 2,974 shares 2,974$269K0.02%+155Timeline
IBTJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,829 shares; 2025Q2: 11,946 shares; 2025Q3: 12,064 shares; 2025Q4: 12,212 shares; 2026Q1: 12,286 shares 12,286$268K0.02%+74Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,625 shares; 2026Q1: 7,206 shares 7,206$268K0.02%+581Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 1,210 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,115 shares 1,115$268K0.02%+3Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 542 shares; 2024Q4: not reported; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares; 2026Q1: 1,925 shares 1,925$266K0.02%-43Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,167 shares; 2024Q3: 1,164 shares; 2024Q4: 1,024 shares; 2025Q1: 1,101 shares; 2025Q2: 1,103 shares; 2025Q3: 1,104 shares; 2025Q4: 2,250 shares; 2026Q1: 2,439 shares 2,439$266K0.02%+189Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,927 shares; 2024Q3: 4,995 shares; 2024Q4: 5,046 shares; 2025Q1: 5,098 shares; 2025Q2: 5,150 shares; 2025Q3: 6,209 shares; 2025Q4: 6,272 shares; 2026Q1: 5,307 shares 5,307$264K0.02%-965Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,427 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,822 shares; 2025Q3: 42,265 shares; 2025Q4: 13,354 shares; 2026Q1: 9,921 shares 9,921$262K0.02%-3,433Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,683 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,571 shares 5,571$262K0.02%newTimeline
EPRFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 544,634 shares; 2024Q3: 580,706 shares; 2024Q4: 566,388 shares; 2025Q1: 23,741 shares; 2025Q2: 23,153 shares; 2025Q3: 23,245 shares; 2025Q4: 22,706 shares; 2026Q1: 15,704 shares 15,704$261K0.02%-7,002Timeline
GFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,340 shares 6,340$261K0.02%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 955 shares; 2024Q3: 960 shares; 2024Q4: 961 shares; 2025Q1: 989 shares; 2025Q2: 945 shares; 2025Q3: 936 shares; 2025Q4: 989 shares; 2026Q1: 991 shares 991$260K0.02%+2Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,851 shares; 2024Q3: 6,916 shares; 2024Q4: 7,449 shares; 2025Q1: 9,379 shares; 2025Q2: 4,753 shares; 2025Q3: 4,757 shares; 2025Q4: 4,757 shares; 2026Q1: 4,770 shares 4,770$258K0.02%+13Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,118 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,391 shares; 2026Q1: 2,777 shares 2,777$257K0.02%+386Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,516 shares; 2024Q3: 5,626 shares; 2024Q4: 5,621 shares; 2025Q1: 5,666 shares; 2025Q2: 5,631 shares; 2025Q3: 5,696 shares; 2025Q4: 5,623 shares; 2026Q1: 5,317 shares 5,317$257K0.02%-306Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 434 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,756 shares 1,756$256K0.02%newTimeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,419 shares; 2024Q4: 5,146 shares; 2025Q1: 2,687 shares; 2025Q2: 1,366 shares; 2025Q3: 1,298 shares; 2025Q4: 1,072 shares; 2026Q1: 938 shares 938$249K0.01%-134Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,375 shares 3,375$249K0.01%newTimeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,463 shares; 2024Q4: not reported; 2025Q1: 6,434 shares; 2025Q2: 4,261 shares; 2025Q3: 4,312 shares; 2025Q4: 4,340 shares; 2026Q1: 4,328 shares 4,328$247K0.01%-12Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,133 shares; 2024Q4: not reported; 2025Q1: 2,317 shares; 2025Q2: 2,317 shares; 2025Q3: 2,317 shares; 2025Q4: 2,317 shares; 2026Q1: 2,317 shares 2,317$247K0.01%0Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,988 shares; 2024Q4: 5,078 shares; 2025Q1: 9,865 shares; 2025Q2: not reported; 2025Q3: 2,666 shares; 2025Q4: 2,128 shares; 2026Q1: 2,176 shares 2,176$247K0.01%+48Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,910 shares; 2024Q3: 2,883 shares; 2024Q4: 2,877 shares; 2025Q1: 2,877 shares; 2025Q2: 2,820 shares; 2025Q3: 5,042 shares; 2025Q4: 2,422 shares; 2026Q1: 2,341 shares 2,341$243K0.01%-81Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 716 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 934 shares; 2025Q3: 935 shares; 2025Q4: 882 shares; 2026Q1: 881 shares 881$242K0.01%-1Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,051 shares; 2024Q4: 3,051 shares; 2025Q1: 3,051 shares; 2025Q2: 3,096 shares; 2025Q3: 2,934 shares; 2025Q4: 2,975 shares; 2026Q1: 2,927 shares 2,927$239K0.01%-48Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 36,258 shares; 2024Q3: 57,023 shares; 2024Q4: 78,320 shares; 2025Q1: 78,727 shares; 2025Q2: 68,939 shares; 2025Q3: 65,598 shares; 2025Q4: 53,187 shares; 2026Q1: 15,014 shares 15,014$238K0.01%-38,173Timeline
DBNDDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,124 shares 5,124$235K0.01%newTimeline
DCREDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,510 shares 4,510$234K0.01%newTimeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,014 shares; 2024Q4: 4,041 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,152 shares 2,152$234K0.01%newTimeline
DJIAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,503 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,085 shares 11,085$233K0.01%newTimeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,193 shares 2,193$233K0.01%newTimeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,316 shares 3,316$233K0.01%newTimeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 494 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,547 shares 3,547$231K0.01%newTimeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 34,814 shares; 2024Q3: 43,844 shares; 2024Q4: 43,838 shares; 2025Q1: 53,829 shares; 2025Q2: 53,742 shares; 2025Q3: 53,431 shares; 2025Q4: 52,444 shares; 2026Q1: 53,694 shares 53,694$230K0.01%+1,250Timeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,090 shares; 2026Q1: 2,131 shares 2,131$229K0.01%+41Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,889 shares; 2025Q2: 5,201 shares; 2025Q3: 5,320 shares; 2025Q4: 5,440 shares; 2026Q1: 5,552 shares 5,552$229K0.01%+112Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 718 shares; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 795 shares; 2025Q4: not reported; 2026Q1: 878 shares 878$228K0.01%newTimeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,988 shares; 2024Q4: 6,984 shares; 2025Q1: 7,007 shares; 2025Q2: 7,003 shares; 2025Q3: 6,994 shares; 2025Q4: not reported; 2026Q1: 5,532 shares 5,532$227K0.01%newTimeline
MISLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,119 shares; 2024Q3: 20,233 shares; 2024Q4: 11,673 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,065 shares 5,065$226K0.01%newTimeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,248 shares; 2024Q3: 4,266 shares; 2024Q4: 3,847 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,989 shares; 2026Q1: 3,989 shares 3,989$226K0.01%0Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,667 shares 1,667$226K0.01%newTimeline
XSLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,560 shares; 2024Q4: 4,613 shares; 2025Q1: 4,615 shares; 2025Q2: 4,646 shares; 2025Q3: 4,682 shares; 2025Q4: 4,712 shares; 2026Q1: 4,743 shares 4,743$224K0.01%+31Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,645 shares; 2024Q4: not reported; 2025Q1: 2,236 shares; 2025Q2: 2,075 shares; 2025Q3: 1,973 shares; 2025Q4: 1,975 shares; 2026Q1: 1,976 shares 1,976$224K0.01%+1Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,662 shares; 2026Q1: 3,787 shares 3,787$220K0.01%+125Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 64 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 61 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 53 shares; 2026Q1: 52 shares 52$220K0.01%-1Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,215 shares; 2024Q3: 3,208 shares; 2024Q4: 3,271 shares; 2025Q1: 3,373 shares; 2025Q2: 3,398 shares; 2025Q3: 2,450 shares; 2025Q4: 2,485 shares; 2026Q1: 2,503 shares 2,503$217K0.01%+18Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 940 shares 940$217K0.01%newTimeline
SQMXFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,600 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500$216K0.01%0Timeline
BOATTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,226 shares; 2024Q3: 9,241 shares; 2024Q4: 8,585 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,328 shares 5,328$216K0.01%newTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,195 shares; 2024Q3: 8,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,891 shares 4,891$216K0.01%newTimeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,417 shares 3,417$214K0.01%newTimeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 653 shares; 2025Q4: 658 shares; 2026Q1: 675 shares 675$212K0.01%+17Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,839 shares 1,839$208K0.01%newTimeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,793 shares; 2025Q4: 5,548 shares; 2026Q1: 5,088 shares 5,088$208K0.01%-460Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares 1,048$207K0.01%newTimeline
QJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 14,479 shares; 2025Q4: 7,200 shares; 2026Q1: 6,600 shares 6,600$206K0.01%-600Timeline
SWANAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,545 shares; 2025Q4: 6,589 shares; 2026Q1: 6,635 shares 6,635$206K0.01%+46Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,915 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,476 shares; 2025Q4: not reported; 2026Q1: 1,708 shares 1,708$205K0.01%newTimeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,086 shares; 2026Q1: 4,086 shares 4,086$205K0.01%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 89 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares 641$204K0.01%newTimeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,967 shares 3,967$204K0.01%newTimeline
SMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 71,497 shares; 2024Q3: 45,529 shares; 2024Q4: 30,064 shares; 2025Q1: 49,881 shares; 2025Q2: 39,428 shares; 2025Q3: 38,283 shares; 2025Q4: 29,417 shares; 2026Q1: 7,734 shares 7,734$203K0.01%-21,683Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 635 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 621 shares 621$203K0.01%newTimeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,763 shares; 2025Q3: 18,833 shares; 2025Q4: 19,323 shares; 2026Q1: 19,258 shares 19,258$203K0.01%-65Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,105 shares; 2024Q3: 1,109 shares; 2024Q4: 1,113 shares; 2025Q1: 1,108 shares; 2025Q2: 1,020 shares; 2025Q3: 1,029 shares; 2025Q4: 990 shares; 2026Q1: 996 shares 996$202K0.01%+6Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,497 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,028 shares; 2025Q4: 6,889 shares; 2026Q1: 5,384 shares 5,384$200K0.01%-1,505Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 8,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,585 shares 12,585$162K0.01%newTimeline
RQICOHEN & STEERS QUALITY INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,324 shares 13,324$161K0.01%newTimeline
ACDCPROFRAC HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,087 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,200 shares 22,200$138K0.01%newTimeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,469 shares; 2024Q3: 15,523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,090 shares; 2025Q4: 11,615 shares; 2026Q1: 11,421 shares 11,421$115K0.01%-194Timeline
SLSSELLAS LIFE SCIENCES GROUP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,338 shares; 2026Q1: 24,338 shares 24,338$103K0.01%0Timeline
IVRINVESCO MORTGAGE CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 5,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,024 shares; 2025Q3: 12,227 shares; 2025Q4: 12,370 shares; 2026Q1: 12,090 shares 12,090$97.7K0.01%-280Timeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,931 shares; 2025Q3: 12,944 shares; 2025Q4: 10,825 shares; 2026Q1: 10,086 shares 10,086$93.9K0.01%-739Timeline
MVOMV OIL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000$22.6K<0.01%newTimeline
GNSSGENASYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,150 shares; 2026Q1: 10,150 shares 10,150$18.5K<0.01%0Timeline
NXXTNEXTNRG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602,602 shares; 2026Q1: 31,048 shares 31,048$12.4K<0.01%-571,554Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
GVALCAMBRIA ETF TR44,850$1.41Mshares
CVSCVS HEALTH CORP12,613$1Mshares
KKRKKR & CO INC7,645$975Kshares
TDVIFIRST TR EXCHANGE-TRADED FD31,988$887Kshares
SDVDFIRST TR EXCHANGE-TRADED FD40,314$865Kshares
DELLDELL TECHNOLOGIES INC6,588$829Kshares
NOWSERVICENOW INC5,349$819Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL1,719$767Kshares
VLYVALLEY NATL BANCORP53,004$619Kshares
FXHFIRST TR EXCHANGE-TRADED FD4,005$456Kshares
KBWBINVESCO EXCH TRADED FD TR II4,851$409Kshares
EWCISHARES INC7,244$391Kshares
ARKWARK ETF TR2,533$374Kshares
OWLBLUE OWL CAPITAL INC24,661$368Kshares
PATHUIPATH INC22,326$366Kshares
EEMISHARES TR6,196$339Kshares
FSLRFIRST SOLAR INC1,287$336Kshares
COPXGLOBAL X FDS4,645$333Kshares
MSDLMORGAN STANLEY DIRECT LENDIN20,192$333Kshares
CHICALAMOS CONV OPPORTUNITIES &31,029$325Kshares
NAMSNEWAMSTERDAM PHARMA COMPANY9,218$323Kshares
FHDGFIRST TR EXCHNG TRADED FD VI9,513$323Kshares
DDOGDATADOG INC2,311$314Kshares
SHOCEA SERIES TRUST4,386$301Kshares
PDOPIMCO DYNAMIC INCOME OPRNTS21,206$293Kshares
APPAPPLOVIN CORP433$292Kshares
ADBEADOBE INC819$287Kshares
AVAVAEROVIRONMENT INC1,171$283Kshares
STOTSSGA ACTIVE TR5,606$265Kshares
EFASGLOBAL X FDS13,443$261Kshares
PLDPROLOGIS INC.2,025$258Kshares
OIHVANECK ETF TRUST904$257Kshares
BABAALIBABA GROUP HLDG LTD1,713$251Kshares
IVESWEDBUSH SER TR7,914$250Kshares
FINXGLOBAL X FDS8,158$240Kshares
ACNACCENTURE PLC IRELAND878$236Kshares
CDNSCADENCE DESIGN SYSTEM INC750$235Kshares
COFCAPITAL ONE FINL CORP965$234Kshares
BTCGRAYSCALE BITCOIN MINI TR ET6,013$233Kshares
QQQINEOS ETF TRUST4,305$232Kshares
BDXBECTON DICKINSON & CO1,162$226Kshares
HOODROBINHOOD MKTS INC1,939$219Kshares
COINCOINBASE GLOBAL INC925$209Kshares
AZNASTRAZENECA PLC-SPONS ADR2,182$201Kshares
NUBURU INCNUBURU INC16,500$2.63Kshares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001404652-26-000003 base2026-05-13acceptance time not in the bulk data set

Filings

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

FilingSubjectFiledAcceptedIngested
13F-HR 0001404652-26-000003 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0001404652-26-000001 Quarter ended 2025-12-312026-01-15acceptance time not in the bulk data set
13F-HR 0001404652-25-000007 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0001404652-25-000004 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0001404652-25-000002 Quarter ended 2025-03-312025-04-24acceptance time not in the bulk data set
13F-HR 0001404652-25-000001 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0001404652-24-000003 Quarter ended 2024-09-302024-11-04acceptance time not in the bulk data set
13F-HR 0001062993-24-014177 Quarter ended 2024-06-302024-07-30acceptance time not in the bulk data set
13F-HR 0001062993-24-010387 Quarter ended 2024-03-312024-05-16acceptance time not in the bulk data set
13F-HR 0001062993-24-002893 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0001062993-23-020695 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0001062993-23-016499 Quarter ended 2023-06-302023-08-15acceptance time not in the bulk data set
13F-HR 0001062993-23-010760 Quarter ended 2023-03-312023-05-11acceptance time not in the bulk data set
13F-HR 0001062993-23-002622 Quarter ended 2022-12-312023-02-10acceptance time not in the bulk data set
13F-HR 0001062993-22-022014 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001062993-22-017934 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001062993-22-012394 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001062993-22-004679 Quarter ended 2021-12-312022-02-17acceptance time not in the bulk data set
13F-HR 0001062993-21-009847 Quarter ended 2021-09-302021-10-25acceptance time not in the bulk data set
13F-HR 0001062993-21-007164 Quarter ended 2021-06-302021-08-09acceptance time not in the bulk data set
13F-HR 0001062993-21-004285 Quarter ended 2021-03-312021-05-10acceptance time not in the bulk data set
13F-HR 0001062993-21-001383 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0001062993-20-005459 Quarter ended 2020-09-302020-11-09acceptance time not in the bulk data set
13F-HR/A 0001062993-20-003612 Quarter ended 2020-06-302020-08-03acceptance time not in the bulk data set
13F-HR 0001062993-20-003580 Quarter ended 2020-06-302020-07-31acceptance time not in the bulk data set
13F-HR 0001062993-20-002148 Quarter ended 2020-03-312020-05-06acceptance time not in the bulk data set
13F-HR 0001062993-20-000346 Quarter ended 2019-12-312020-01-28acceptance time not in the bulk data set
13F-HR 0001062993-19-003886 Quarter ended 2019-09-302019-10-15acceptance time not in the bulk data set
13F-HR 0001062993-19-003330 Quarter ended 2019-06-302019-08-13acceptance time not in the bulk data set
13F-HR 0001062993-19-002181 Quarter ended 2019-03-312019-05-13acceptance time not in the bulk data set
13F-HR 0001062993-19-000652 Quarter ended 2018-12-312019-02-11acceptance time not in the bulk data set
13F-HR 0001062993-18-003979 Quarter ended 2018-09-302018-10-05acceptance time not in the bulk data set
13F-HR 0001062993-18-003083 Quarter ended 2018-06-302018-08-01acceptance time not in the bulk data set
13F-HR 0001062993-18-001757 Quarter ended 2018-03-312018-04-20acceptance time not in the bulk data set
13F-HR 0001062993-18-000104 Quarter ended 2017-12-312018-01-10acceptance time not in the bulk data set
13F-HR 0001062993-17-004641 Quarter ended 2017-09-302017-11-03acceptance time not in the bulk data set
13F-HR 0001062993-17-003498 Quarter ended 2017-06-302017-08-03acceptance time not in the bulk data set
13F-HR 0001062993-17-002281 Quarter ended 2017-03-312017-05-08acceptance time not in the bulk data set
13F-HR 0001062993-17-000881 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001062993-16-012092 Quarter ended 2016-09-302016-11-09acceptance time not in the bulk data set
13F-HR 0001062993-16-010846 Quarter ended 2016-06-302016-08-05acceptance time not in the bulk data set
13F-HR 0001062993-16-008959 Quarter ended 2016-03-312016-04-14acceptance time not in the bulk data set
13F-HR 0001062993-16-007287 Quarter ended 2015-12-312016-01-26acceptance time not in the bulk data set
13F-HR/A 0001062993-15-005938 Quarter ended 2015-09-302015-11-12acceptance time not in the bulk data set
13F-HR 0001062993-15-005704 Quarter ended 2015-09-302015-11-02acceptance time not in the bulk data set
13F-HR 0001062993-15-004011 Quarter ended 2015-06-302015-07-27acceptance time not in the bulk data set
13F-HR 0001062993-15-002319 Quarter ended 2015-03-312015-05-01acceptance time not in the bulk data set
13F-HR 0001062993-15-000436 Quarter ended 2014-12-312015-02-02acceptance time not in the bulk data set
13F-HR 0001062993-14-006353 Quarter ended 2014-09-302014-11-07acceptance time not in the bulk data set
13F-HR 0001062993-14-004348 Quarter ended 2014-06-302014-07-24acceptance time not in the bulk data set
13F-HR 0001062993-14-002618 Quarter ended 2014-03-312014-05-07acceptance time not in the bulk data set
13F-HR 0001062993-14-000188 Quarter ended 2013-12-312014-01-14acceptance time not in the bulk data set
13F-HR 0001062993-13-005497 Quarter ended 2013-09-302013-11-08acceptance time not in the bulk data set
13F-HR 0001062993-13-003904 Quarter ended 2013-06-302013-08-09acceptance time not in the bulk data set