NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,125 shares; 2024Q4: 404,411 shares; 2025Q1: 374,616 shares; 2025Q2: 341,786 shares; 2025Q3: 327,576 shares; 2025Q4: 582,138 shares; 2026Q1: 466,712 shares; 2026Q2: 458,766 shares 458,766 $91.2M 4.38% -7,946 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,382 shares; 2024Q4: 197,532 shares; 2025Q1: 183,740 shares; 2025Q2: 173,259 shares; 2025Q3: 155,892 shares; 2025Q4: 283,444 shares; 2026Q1: 233,285 shares; 2026Q2: 221,999 shares 221,999 $64.9M 3.12% -11,286 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,049 shares; 2024Q4: 133,186 shares; 2025Q1: 111,172 shares; 2025Q2: 66,051 shares; 2025Q3: 38,029 shares; 2025Q4: 89,095 shares; 2026Q1: 84,882 shares; 2026Q2: 82,768 shares 82,768 $62M 2.98% -2,114 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,191 shares; 2024Q4: 147,547 shares; 2025Q1: 133,522 shares; 2025Q2: 134,218 shares; 2025Q3: 121,159 shares; 2025Q4: 272,439 shares; 2026Q1: 221,772 shares; 2026Q2: 205,750 shares 205,750 $49.3M 2.37% -16,022 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,157 shares; 2024Q4: 40,227 shares; 2025Q1: 39,607 shares; 2025Q2: 42,513 shares; 2025Q3: 40,754 shares; 2025Q4: 69,372 shares; 2026Q1: 60,317 shares; 2026Q2: 62,066 shares 62,066 $46.3M 2.23% +1,749 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,757 shares; 2024Q4: 41,516 shares; 2025Q1: 40,180 shares; 2025Q2: 33,096 shares; 2025Q3: 41,700 shares; 2025Q4: 54,997 shares; 2026Q1: 49,860 shares; 2026Q2: 58,427 shares 58,427 $42.6M 2.05% +8,567 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,221 shares; 2024Q4: 26,988 shares; 2025Q1: 33,940 shares; 2025Q2: 36,135 shares; 2025Q3: 34,852 shares; 2025Q4: 43,102 shares; 2026Q1: 56,278 shares; 2026Q2: 56,901 shares 56,901 $39M 1.88% +623 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,559 shares; 2024Q4: 61,000 shares; 2025Q1: 58,898 shares; 2025Q2: 57,178 shares; 2025Q3: 51,584 shares; 2025Q4: 100,847 shares; 2026Q1: 83,957 shares; 2026Q2: 78,918 shares 78,918 $29.9M 1.44% -5,039 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,338 shares; 2024Q4: 262,938 shares; 2025Q1: 298,040 shares; 2025Q2: 301,376 shares; 2025Q3: 342,525 shares; 2025Q4: 346,609 shares; 2026Q1: 342,440 shares; 2026Q2: 1,270,887 shares 1,270,887 $24M 1.15% +928,447 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,521 shares; 2024Q4: 91,757 shares; 2025Q1: 90,873 shares; 2025Q2: 75,779 shares; 2025Q3: 66,521 shares; 2025Q4: 99,974 shares; 2026Q1: 65,056 shares; 2026Q2: 63,635 shares 63,635 $22.8M 1.1% -1,421 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,810 shares; 2024Q4: 34,380 shares; 2025Q1: 36,160 shares; 2025Q2: 39,420 shares; 2025Q3: 39,912 shares; 2025Q4: 80,160 shares; 2026Q1: 60,753 shares; 2026Q2: 56,816 shares 56,816 $21.3M 1.02% -3,937 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,504 shares; 2025Q3: 237,819 shares; 2025Q4: 286,374 shares; 2026Q1: 82,905 shares; 2026Q2: 125,282 shares 125,282 $19.7M 0.95% +42,377 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,858 shares; 2024Q4: 49,518 shares; 2025Q1: 44,639 shares; 2025Q2: 39,222 shares; 2025Q3: 29,725 shares; 2025Q4: 57,958 shares; 2026Q1: 54,134 shares; 2026Q2: 52,169 shares 52,169 $18.6M 0.89% -1,965 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,572 shares; 2024Q4: 24,930 shares; 2025Q1: 20,210 shares; 2025Q2: 24,123 shares; 2025Q3: 24,996 shares; 2025Q4: 66,566 shares; 2026Q1: 65,044 shares; 2026Q2: 42,398 shares 42,398 $17.9M 0.86% -22,646 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283,589 shares; 2025Q4: 276,561 shares; 2026Q1: 232,526 shares; 2026Q2: 237,623 shares 237,623 $14.2M 0.68% +5,097 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,145 shares; 2024Q4: 26,694 shares; 2025Q1: 25,753 shares; 2025Q2: 25,846 shares; 2025Q3: 24,258 shares; 2025Q4: 79,836 shares; 2026Q1: 72,306 shares; 2026Q2: 73,153 shares 73,153 $13.7M 0.66% +847 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,677 shares; 2024Q4: 25,273 shares; 2025Q1: 25,018 shares; 2025Q2: 25,438 shares; 2025Q3: 23,801 shares; 2025Q4: 30,888 shares; 2026Q1: 28,165 shares; 2026Q2: 27,240 shares 27,240 $13.6M 0.65% -925 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,298 shares; 2024Q4: 19,417 shares; 2025Q1: 20,049 shares; 2025Q2: 20,763 shares; 2025Q3: 21,152 shares; 2025Q4: 50,912 shares; 2026Q1: 51,418 shares; 2026Q2: 56,876 shares 56,876 $13.5M 0.65% +5,458 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,760 shares; 2024Q4: 98,220 shares; 2025Q1: 108,519 shares; 2025Q2: 115,946 shares; 2025Q3: 86,192 shares; 2025Q4: 385,809 shares; 2026Q1: 388,961 shares; 2026Q2: 366,973 shares 366,973 $13.4M 0.64% -21,988 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,483 shares; 2024Q4: 12,212 shares; 2025Q1: 12,209 shares; 2025Q2: 12,297 shares; 2025Q3: 11,429 shares; 2025Q4: 27,696 shares; 2026Q1: 24,193 shares; 2026Q2: 22,607 shares 22,607 $13.3M 0.64% -1,586 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,384 shares; 2024Q4: 21,443 shares; 2025Q1: 25,829 shares; 2025Q2: 24,571 shares; 2025Q3: 21,987 shares; 2025Q4: 30,168 shares; 2026Q1: 23,670 shares; 2026Q2: 23,540 shares 23,540 $13.2M 0.64% -130 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,883 shares; 2024Q4: 2,418 shares; 2025Q1: 2,831 shares; 2025Q2: 2,590 shares; 2025Q3: 2,477 shares; 2025Q4: 38,940 shares; 2026Q1: 38,084 shares; 2026Q2: 43,409 shares 43,409 $13M 0.62% +5,325 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,456 shares; 2024Q4: 31,437 shares; 2025Q1: 26,603 shares; 2025Q2: 28,156 shares; 2025Q3: 24,723 shares; 2025Q4: 36,600 shares; 2026Q1: 35,469 shares; 2026Q2: 35,034 shares 35,034 $12.9M 0.62% -435 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,412 shares; 2024Q4: 9,324 shares; 2025Q1: 8,166 shares; 2025Q2: 4,956 shares; 2025Q3: 5,915 shares; 2025Q4: 13,763 shares; 2026Q1: 17,901 shares; 2026Q2: 11,903 shares 11,903 $12.8M 0.62% -5,998 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,795 shares; 2024Q4: 39,042 shares; 2025Q1: 38,723 shares; 2025Q2: 39,615 shares; 2025Q3: 39,136 shares; 2025Q4: 60,969 shares; 2026Q1: 58,068 shares; 2026Q2: 58,639 shares 58,639 $12.8M 0.61% +571 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,919 shares; 2024Q4: 113,520 shares; 2025Q1: 118,617 shares; 2025Q2: 112,340 shares; 2025Q3: 112,999 shares; 2025Q4: 150,528 shares; 2026Q1: 155,193 shares; 2026Q2: 154,095 shares 154,095 $12.4M 0.6% -1,098 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,420 shares; 2025Q1: 6,764 shares; 2025Q2: 7,119 shares; 2025Q3: 6,854 shares; 2025Q4: 31,022 shares; 2026Q1: 29,125 shares; 2026Q2: 27,779 shares 27,779 $11.7M 0.56% -1,346 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,674 shares; 2024Q4: 76,185 shares; 2025Q1: 70,899 shares; 2025Q2: 83,538 shares; 2025Q3: 64,300 shares; 2025Q4: 217,676 shares; 2026Q1: 71,414 shares; 2026Q2: 88,380 shares 88,380 $11.7M 0.56% +16,966 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,851 shares; 2024Q4: 11,041 shares; 2025Q1: 10,361 shares; 2025Q2: 7,327 shares; 2025Q3: 7,333 shares; 2025Q4: 78,429 shares; 2026Q1: 70,842 shares; 2026Q2: 70,549 shares 70,549 $11.6M 0.56% -293 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,956 shares; 2024Q4: 5,422 shares; 2025Q1: 4,585 shares; 2025Q2: 3,959 shares; 2025Q3: 3,883 shares; 2025Q4: 7,389 shares; 2026Q1: 9,464 shares; 2026Q2: 9,377 shares 9,377 $11.2M 0.54% -87 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405,792 shares; 2026Q1: 383,887 shares; 2026Q2: 405,350 shares 405,350 $11.2M 0.54% +21,463 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,396 shares; 2024Q4: 18,199 shares; 2025Q1: 16,930 shares; 2025Q2: 15,517 shares; 2025Q3: 15,160 shares; 2025Q4: 21,184 shares; 2026Q1: 20,415 shares; 2026Q2: 126,623 shares 126,623 $10.9M 0.52% +106,208 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,074 shares; 2024Q4: 147,039 shares; 2025Q1: 146,189 shares; 2025Q2: 136,139 shares; 2025Q3: 136,139 shares; 2025Q4: 150,593 shares; 2026Q1: 140,193 shares; 2026Q2: 138,943 shares 138,943 $10.7M 0.51% -1,250 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,202 shares; 2024Q4: 21,535 shares; 2025Q1: 24,042 shares; 2025Q2: 28,981 shares; 2025Q3: 68,283 shares; 2025Q4: 228,176 shares; 2026Q1: 229,364 shares; 2026Q2: 216,386 shares 216,386 $10.6M 0.51% -12,978 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,609 shares; 2024Q4: 9,989 shares; 2025Q1: 10,193 shares; 2025Q2: 10,815 shares; 2025Q3: 11,662 shares; 2025Q4: 28,071 shares; 2026Q1: 30,435 shares; 2026Q2: 27,702 shares 27,702 $10.2M 0.49% -2,733 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,710 shares; 2024Q4: 6,324 shares; 2025Q1: 5,701 shares; 2025Q2: 5,576 shares; 2025Q3: 5,762 shares; 2025Q4: 153,754 shares; 2026Q1: 150,550 shares; 2026Q2: 147,859 shares 147,859 $10M 0.48% -2,691 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778,850 shares; 2024Q4: 799,950 shares; 2025Q1: 691,250 shares; 2025Q2: 714,200 shares; 2025Q3: 707,900 shares; 2025Q4: 753,550 shares; 2026Q1: 736,000 shares; 2026Q2: 696,210 shares 696,210 $9.5M 0.46% -39,790 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,458 shares; 2024Q4: 30,650 shares; 2025Q1: 34,578 shares; 2025Q2: 43,086 shares; 2025Q3: 41,507 shares; 2025Q4: 94,788 shares; 2026Q1: 83,906 shares; 2026Q2: 78,025 shares 78,025 $9.45M 0.45% -5,881 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,361 shares; 2024Q4: 42,806 shares; 2025Q1: 42,511 shares; 2025Q2: 38,101 shares; 2025Q3: 36,344 shares; 2025Q4: 79,717 shares; 2026Q1: 82,063 shares; 2026Q2: 83,774 shares 83,774 $9.3M 0.45% +1,711 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,333 shares; 2024Q4: 74,555 shares; 2025Q1: 41,428 shares; 2025Q2: 38,522 shares; 2025Q3: 35,023 shares; 2025Q4: 72,057 shares; 2026Q1: 70,627 shares; 2026Q2: 67,192 shares 67,192 $9.17M 0.44% -3,435 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,658 shares; 2024Q4: 5,659 shares; 2025Q1: 5,203 shares; 2025Q2: 6,624 shares; 2025Q3: 6,637 shares; 2025Q4: 8,392 shares; 2026Q1: 112,663 shares; 2026Q2: 179,498 shares 179,498 $9.06M 0.44% +66,835 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,738 shares; 2024Q4: 202,256 shares; 2025Q1: 203,588 shares; 2025Q2: 73,754 shares; 2025Q3: 153,166 shares; 2025Q4: 153,422 shares; 2026Q1: 143,560 shares; 2026Q2: 147,703 shares 147,703 $8.96M 0.43% +4,143 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,389 shares; 2024Q4: 10,091 shares; 2025Q1: 9,883 shares; 2025Q2: 11,515 shares; 2025Q3: 10,724 shares; 2025Q4: 15,271 shares; 2026Q1: 15,828 shares; 2026Q2: 16,483 shares 16,483 $8.61M 0.41% +655 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,999 shares; 2024Q4: 5,294 shares; 2025Q1: 4,515 shares; 2025Q2: 4,559 shares; 2025Q3: 4,212 shares; 2025Q4: 6,988 shares; 2026Q1: 7,677 shares; 2026Q2: 8,311 shares 8,311 $8.53M 0.41% +634 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,191 shares; 2024Q4: 4,524 shares; 2025Q1: 4,719 shares; 2025Q2: 7,816 shares; 2025Q3: 7,929 shares; 2025Q4: 187,629 shares; 2026Q1: 206,189 shares; 2026Q2: 172,044 shares 172,044 $8.52M 0.41% -34,145 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,272 shares; 2024Q4: 14,424 shares; 2025Q1: 13,978 shares; 2025Q2: 13,893 shares; 2025Q3: 13,786 shares; 2025Q4: 32,221 shares; 2026Q1: 24,269 shares; 2026Q2: 23,997 shares 23,997 $8.45M 0.41% -272 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,203 shares; 2026Q1: 29,014 shares; 2026Q2: 29,949 shares 29,949 $8.16M 0.39% +935 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,610 shares; 2024Q4: 49,392 shares; 2025Q1: 48,896 shares; 2025Q2: 50,281 shares; 2025Q3: 52,485 shares; 2025Q4: 102,463 shares; 2026Q1: 108,453 shares; 2026Q2: 114,179 shares 114,179 $8.07M 0.39% +5,726 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,443 shares; 2024Q4: 31,944 shares; 2025Q1: 30,504 shares; 2025Q2: 30,081 shares; 2025Q3: 27,490 shares; 2025Q4: 41,382 shares; 2026Q1: 25,270 shares; 2026Q2: 24,034 shares 24,034 $7.97M 0.38% -1,236 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,994 shares; 2024Q4: 3,062 shares; 2025Q1: 3,109 shares; 2025Q2: 3,435 shares; 2025Q3: 3,142 shares; 2025Q4: 11,527 shares; 2026Q1: 10,885 shares; 2026Q2: 11,284 shares 11,284 $7.91M 0.38% +399 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,136 shares; 2024Q4: 3,167 shares; 2025Q1: 3,287 shares; 2025Q2: 3,436 shares; 2025Q3: 3,748 shares; 2025Q4: 5,236 shares; 2026Q1: 6,176 shares; 2026Q2: 6,837 shares 6,837 $7.85M 0.38% +661 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,520 shares; 2024Q4: 7,663 shares; 2025Q1: 8,903 shares; 2025Q2: 12,259 shares; 2025Q3: 11,486 shares; 2025Q4: 19,709 shares; 2026Q1: 20,118 shares; 2026Q2: 16,976 shares 16,976 $7.75M 0.37% -3,142 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,602 shares; 2024Q4: 8,634 shares; 2025Q1: 9,695 shares; 2025Q2: 9,699 shares; 2025Q3: 9,702 shares; 2025Q4: 18,815 shares; 2026Q1: 141,288 shares; 2026Q2: 90,457 shares 90,457 $7.49M 0.36% -50,831 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,259 shares; 2024Q4: 20,956 shares; 2025Q1: 19,427 shares; 2025Q2: 18,945 shares; 2025Q3: 18,663 shares; 2025Q4: 68,205 shares; 2026Q1: 164,228 shares; 2026Q2: 122,751 shares 122,751 $7.33M 0.35% -41,477 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,806 shares; 2024Q4: 4,749 shares; 2025Q1: 2,906 shares; 2025Q2: 2,913 shares; 2025Q3: 2,777 shares; 2025Q4: 7,884 shares; 2026Q1: 7,774 shares; 2026Q2: 7,813 shares 7,813 $7.28M 0.35% +39 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,006 shares; 2024Q4: 4,084 shares; 2025Q1: 4,358 shares; 2025Q2: 4,229 shares; 2025Q3: 4,205 shares; 2025Q4: 57,597 shares; 2026Q1: 48,043 shares; 2026Q2: 70,766 shares 70,766 $7.12M 0.34% +22,723 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,706 shares; 2024Q4: 2,676 shares; 2025Q1: 5,854 shares; 2025Q2: 6,408 shares; 2025Q3: 6,416 shares; 2025Q4: 10,006 shares; 2026Q1: 6,347 shares; 2026Q2: 6,755 shares 6,755 $6.86M 0.33% +408 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,188 shares; 2024Q4: 3,688 shares; 2025Q1: 4,063 shares; 2025Q2: 6,288 shares; 2025Q3: 5,807 shares; 2025Q4: 16,002 shares; 2026Q1: 12,322 shares; 2026Q2: 8,921 shares 8,921 $6.85M 0.33% -3,401 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,636 shares; 2024Q4: 2,859 shares; 2025Q1: 3,108 shares; 2025Q2: 3,244 shares; 2025Q3: 4,046 shares; 2025Q4: 43,083 shares; 2026Q1: 42,646 shares; 2026Q2: 37,600 shares 37,600 $6.65M 0.32% -5,046 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,580 shares; 2024Q4: 62,766 shares; 2025Q1: 60,895 shares; 2025Q2: 62,894 shares; 2025Q3: 43,605 shares; 2025Q4: 58,434 shares; 2026Q1: 40,097 shares; 2026Q2: 39,931 shares 39,931 $6.62M 0.32% -166 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,435 shares; 2024Q4: 73,839 shares; 2025Q1: 72,558 shares; 2025Q2: 65,169 shares; 2025Q3: 67,378 shares; 2025Q4: 130,739 shares; 2026Q1: 128,105 shares; 2026Q2: 120,299 shares 120,299 $6.53M 0.31% -7,806 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,751 shares; 2024Q4: 2,521 shares; 2025Q1: 2,422 shares; 2025Q2: 4,593 shares; 2025Q3: 2,026 shares; 2025Q4: 10,316 shares; 2026Q1: 9,878 shares; 2026Q2: 10,267 shares 10,267 $6.52M 0.31% +389 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302,419 shares; 2026Q1: 9,900 shares; 2026Q2: 250,504 shares 250,504 $6.49M 0.31% +240,604 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,965 shares; 2024Q4: 59,244 shares; 2025Q1: 62,040 shares; 2025Q2: 69,614 shares; 2025Q3: 66,695 shares; 2025Q4: 146,092 shares; 2026Q1: 165,086 shares; 2026Q2: 200,385 shares 200,385 $6.37M 0.31% +35,299 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,507 shares; 2026Q1: 231,418 shares; 2026Q2: 189,631 shares 189,631 $6.36M 0.31% -41,787 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,378 shares; 2024Q4: 102,342 shares; 2025Q1: 100,898 shares; 2025Q2: 99,782 shares; 2025Q3: 109,796 shares; 2025Q4: 136,387 shares; 2026Q1: 130,731 shares; 2026Q2: 130,609 shares 130,609 $6.33M 0.3% -122 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,940 shares; 2024Q4: 13,063 shares; 2025Q1: 12,021 shares; 2025Q2: 11,372 shares; 2025Q3: 11,726 shares; 2025Q4: 30,052 shares; 2026Q1: 37,938 shares; 2026Q2: 43,257 shares 43,257 $6.27M 0.3% +5,319 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,088 shares; 2024Q4: 6,854 shares; 2025Q1: 6,527 shares; 2025Q2: 5,404 shares; 2025Q3: 4,901 shares; 2025Q4: 19,479 shares; 2026Q1: 33,769 shares; 2026Q2: 42,230 shares 42,230 $6.26M 0.3% +8,461 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299 shares; 2024Q4: 3,285 shares; 2025Q1: 3,358 shares; 2025Q2: 3,386 shares; 2025Q3: 3,293 shares; 2025Q4: 4,818 shares; 2026Q1: 6,214 shares; 2026Q2: 50,821 shares 50,821 $5.97M 0.29% +44,607 Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770,900 shares; 2024Q4: 772,800 shares; 2025Q1: 797,400 shares; 2025Q2: 819,075 shares; 2025Q3: 919,375 shares; 2025Q4: 1,199,250 shares; 2026Q1: 1,397,525 shares; 2026Q2: 1,577,986 shares 1,577,986 $5.82M 0.28% +180,461 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,924 shares; 2024Q4: 5,328 shares; 2025Q1: 8,011 shares; 2025Q2: 7,056 shares; 2025Q3: 6,686 shares; 2025Q4: 20,864 shares; 2026Q1: 24,985 shares; 2026Q2: 70,881 shares 70,881 $5.75M 0.28% +45,896 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,569 shares; 2024Q4: 16,948 shares; 2025Q1: 16,286 shares; 2025Q2: 15,210 shares; 2025Q3: 11,981 shares; 2025Q4: 30,879 shares; 2026Q1: 29,784 shares; 2026Q2: 22,380 shares 22,380 $5.62M 0.27% -7,404 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,245 shares; 2025Q1: 9,929 shares; 2025Q2: 4,211 shares; 2025Q3: 3,764 shares; 2025Q4: 114,865 shares; 2026Q1: 98,809 shares; 2026Q2: 90,239 shares 90,239 $5.62M 0.27% -8,570 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,152 shares; 2026Q1: 12,307 shares; 2026Q2: 111,497 shares 111,497 $5.56M 0.27% +99,190 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,747 shares; 2024Q4: 24,665 shares; 2025Q1: 23,838 shares; 2025Q2: 19,639 shares; 2025Q3: 18,420 shares; 2025Q4: 31,658 shares; 2026Q1: 51,657 shares; 2026Q2: 47,273 shares 47,273 $5.55M 0.27% -4,384 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,439 shares; 2024Q4: 50,935 shares; 2025Q1: 51,027 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,180 shares; 2026Q1: 37,866 shares; 2026Q2: 18,877 shares 18,877 $5.49M 0.26% -18,989 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,318 shares; 2024Q4: 33,738 shares; 2025Q1: 31,665 shares; 2025Q2: 31,367 shares; 2025Q3: 50,692 shares; 2025Q4: 526,656 shares; 2026Q1: 108,876 shares; 2026Q2: 102,275 shares 102,275 $5.48M 0.26% -6,601 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,392 shares; 2024Q4: 60,973 shares; 2025Q1: 61,692 shares; 2025Q2: 55,142 shares; 2025Q3: 49,491 shares; 2025Q4: 56,225 shares; 2026Q1: 15,268 shares; 2026Q2: 16,572 shares 16,572 $5.34M 0.26% +1,304 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,085 shares; 2026Q1: 2,048 shares; 2026Q2: 2,480 shares 2,480 $5.3M 0.25% +432 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,282 shares; 2024Q4: 31,968 shares; 2025Q1: 46,375 shares; 2025Q2: 57,741 shares; 2025Q3: 61,456 shares; 2025Q4: 76,515 shares; 2026Q1: 54,931 shares; 2026Q2: 53,053 shares 53,053 $5.23M 0.25% -1,878 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,236 shares 78,236 $5.16M 0.25% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,673 shares; 2024Q4: 30,761 shares; 2025Q1: 30,244 shares; 2025Q2: 30,722 shares; 2025Q3: 25,667 shares; 2025Q4: 36,126 shares; 2026Q1: 22,040 shares; 2026Q2: 20,128 shares 20,128 $5.11M 0.25% -1,912 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 5,136 shares; 2025Q1: 5,135 shares; 2025Q2: 5,621 shares; 2025Q3: 6,150 shares; 2025Q4: 9,184 shares; 2026Q1: 7,582 shares; 2026Q2: 8,291 shares 8,291 $5.09M 0.24% +709 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,650 shares; 2024Q4: 86,508 shares; 2025Q1: 91,241 shares; 2025Q2: 91,893 shares; 2025Q3: 89,368 shares; 2025Q4: 96,182 shares; 2026Q1: 103,919 shares; 2026Q2: 111,551 shares 111,551 $4.99M 0.24% +7,632 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,351 shares; 2024Q4: 9,050 shares; 2025Q1: 9,246 shares; 2025Q2: 9,087 shares; 2025Q3: 8,882 shares; 2025Q4: 13,322 shares; 2026Q1: 13,202 shares; 2026Q2: 13,304 shares 13,304 $4.98M 0.24% +102 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,826 shares; 2024Q4: 51,174 shares; 2025Q1: 50,066 shares; 2025Q2: 49,979 shares; 2025Q3: 51,045 shares; 2025Q4: 58,398 shares; 2026Q1: 15,615 shares; 2026Q2: 14,236 shares 14,236 $4.96M 0.24% -1,379 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,300 shares; 2025Q4: 90,950 shares; 2026Q1: 212,835 shares; 2026Q2: 236,866 shares 236,866 $4.93M 0.24% +24,031 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,172 shares; 2026Q1: 76,921 shares; 2026Q2: 66,635 shares 66,635 $4.92M 0.24% -10,286 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,913 shares; 2024Q4: 46,677 shares; 2025Q1: 45,800 shares; 2025Q2: 45,700 shares; 2025Q3: 45,710 shares; 2025Q4: 46,046 shares; 2026Q1: 44,713 shares; 2026Q2: 86,314 shares 86,314 $4.89M 0.23% +41,601 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,415 shares; 2024Q4: 33,418 shares; 2025Q1: 33,507 shares; 2025Q2: 29,181 shares; 2025Q3: 58,456 shares; 2025Q4: 62,045 shares; 2026Q1: 28,133 shares; 2026Q2: 29,056 shares 29,056 $4.84M 0.23% +923 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,755 shares; 2025Q2: 1,632 shares; 2025Q3: 1,857 shares; 2025Q4: 14,291 shares; 2026Q1: 13,637 shares; 2026Q2: 59,670 shares 59,670 $4.81M 0.23% +46,033 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,222 shares; 2024Q4: 10,553 shares; 2025Q1: 5,263 shares; 2025Q2: 9,550 shares; 2025Q3: 12,801 shares; 2025Q4: 52,668 shares; 2026Q1: 52,385 shares; 2026Q2: 41,570 shares 41,570 $4.8M 0.23% -10,815 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,535 shares; 2024Q4: 10,902 shares; 2025Q1: 11,997 shares; 2025Q2: 10,379 shares; 2025Q3: 9,784 shares; 2025Q4: 13,212 shares; 2026Q1: 17,243 shares; 2026Q2: 22,335 shares 22,335 $4.76M 0.23% +5,092 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 159,448 shares 159,448 $4.7M 0.23% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,838 shares; 2024Q4: 4,038 shares; 2025Q1: not reported; 2025Q2: 5,751 shares; 2025Q3: 3,384 shares; 2025Q4: 5,292 shares; 2026Q1: 12,038 shares; 2026Q2: 7,599 shares 7,599 $4.65M 0.22% -4,439 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,997 shares; 2026Q1: 17,083 shares; 2026Q2: 18,857 shares 18,857 $4.61M 0.22% +1,774 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,784 shares 27,784 $4.61M 0.22% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,304 shares; 2024Q4: 40,422 shares; 2025Q1: 39,347 shares; 2025Q2: 37,113 shares; 2025Q3: 30,999 shares; 2025Q4: 92,136 shares; 2026Q1: 110,542 shares; 2026Q2: 86,373 shares 86,373 $4.56M 0.22% -24,169 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,123 shares 80,123 $4.52M 0.22% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,695 shares; 2024Q4: 10,276 shares; 2025Q1: 10,818 shares; 2025Q2: 23,119 shares; 2025Q3: 20,632 shares; 2025Q4: 26,812 shares; 2026Q1: 7,974 shares; 2026Q2: 10,456 shares 10,456 $4.39M 0.21% +2,482 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,187 shares; 2024Q4: 15,106 shares; 2025Q1: 11,157 shares; 2025Q2: 9,512 shares; 2025Q3: 10,614 shares; 2025Q4: 12,866 shares; 2026Q1: 13,952 shares; 2026Q2: 15,217 shares 15,217 $4.35M 0.21% +1,265 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,122 shares; 2024Q4: 12,065 shares; 2025Q1: 12,085 shares; 2025Q2: 12,437 shares; 2025Q3: 9,575 shares; 2025Q4: 10,401 shares; 2026Q1: 53,041 shares; 2026Q2: 50,516 shares 50,516 $4.31M 0.21% -2,525 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,946 shares; 2024Q4: 4,652 shares; 2025Q1: 3,497 shares; 2025Q2: 3,814 shares; 2025Q3: 4,175 shares; 2025Q4: 47,080 shares; 2026Q1: 47,703 shares; 2026Q2: 46,934 shares 46,934 $4.3M 0.21% -769 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,615 shares; 2024Q4: 11,970 shares; 2025Q1: 12,301 shares; 2025Q2: 12,095 shares; 2025Q3: 12,705 shares; 2025Q4: 29,722 shares; 2026Q1: 31,373 shares; 2026Q2: 31,029 shares 31,029 $4.26M 0.2% -344 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,960 shares; 2024Q4: 153,862 shares; 2025Q1: 153,828 shares; 2025Q2: 153,428 shares; 2025Q3: 148,749 shares; 2025Q4: 151,136 shares; 2026Q1: 144,210 shares; 2026Q2: 165,935 shares 165,935 $4.16M 0.2% +21,725 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,700 shares; 2024Q4: 83,300 shares; 2025Q1: 174,100 shares; 2025Q2: 132,870 shares; 2025Q3: 156,670 shares; 2025Q4: 220,650 shares; 2026Q1: 466,229 shares; 2026Q2: 829,494 shares 829,494 $4.15M 0.2% +363,265 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 126,284 shares; 2025Q1: 125,979 shares; 2025Q2: 86,818 shares; 2025Q3: 92,924 shares; 2025Q4: 45,164 shares; 2026Q1: 47,453 shares; 2026Q2: 47,790 shares 47,790 $4.15M 0.2% +337 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,675 shares; 2024Q4: 92,350 shares; 2025Q1: 105,100 shares; 2025Q2: 112,050 shares; 2025Q3: 120,750 shares; 2025Q4: 139,575 shares; 2026Q1: 124,035 shares; 2026Q2: 80,785 shares 80,785 $4.14M 0.2% -43,250 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,851 shares; 2025Q3: 4,851 shares; 2025Q4: 7,051 shares; 2026Q1: 59,138 shares; 2026Q2: 59,326 shares 59,326 $4.05M 0.19% +188 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,411 shares; 2024Q4: 3,471 shares; 2025Q1: 2,679 shares; 2025Q2: 2,935 shares; 2025Q3: 2,877 shares; 2025Q4: 19,745 shares; 2026Q1: 13,156 shares; 2026Q2: 13,222 shares 13,222 $3.97M 0.19% +66 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,995 shares; 2024Q4: 6,439 shares; 2025Q1: 6,176 shares; 2025Q2: 6,132 shares; 2025Q3: 5,798 shares; 2025Q4: 31,630 shares; 2026Q1: 58,822 shares; 2026Q2: 17,872 shares 17,872 $3.92M 0.19% -40,950 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,602 shares; 2024Q4: 2,520 shares; 2025Q1: 2,490 shares; 2025Q2: 3,997 shares; 2025Q3: 2,120 shares; 2025Q4: 4,283 shares; 2026Q1: 4,622 shares; 2026Q2: 4,189 shares 4,189 $3.88M 0.19% -433 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,021 shares; 2025Q3: 4,121 shares; 2025Q4: 25,870 shares; 2026Q1: 28,499 shares; 2026Q2: 37,897 shares 37,897 $3.86M 0.19% +9,398 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467 shares; 2024Q4: 649 shares; 2025Q1: 715 shares; 2025Q2: 735 shares; 2025Q3: 537 shares; 2025Q4: 897 shares; 2026Q1: 1,982 shares; 2026Q2: 1,936 shares 1,936 $3.74M 0.18% -46 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,905 shares; 2024Q4: 15,335 shares; 2025Q1: 13,081 shares; 2025Q2: 11,673 shares; 2025Q3: 8,529 shares; 2025Q4: 21,536 shares; 2026Q1: 37,767 shares; 2026Q2: 29,013 shares 29,013 $3.7M 0.18% -8,754 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,446 shares; 2024Q4: 47,190 shares; 2025Q1: 42,833 shares; 2025Q2: 47,770 shares; 2025Q3: 44,038 shares; 2025Q4: 65,196 shares; 2026Q1: 65,896 shares; 2026Q2: 64,701 shares 64,701 $3.63M 0.17% -1,195 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,535 shares; 2026Q1: not reported; 2026Q2: 215,577 shares 215,577 $3.56M 0.17% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,746 shares; 2024Q4: 22,061 shares; 2025Q1: 21,435 shares; 2025Q2: 18,853 shares; 2025Q3: 17,787 shares; 2025Q4: 29,711 shares; 2026Q1: 23,962 shares; 2026Q2: 22,216 shares 22,216 $3.54M 0.17% -1,746 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,959 shares; 2024Q4: 9,209 shares; 2025Q1: 9,010 shares; 2025Q2: 5,590 shares; 2025Q3: 5,617 shares; 2025Q4: 8,034 shares; 2026Q1: 7,706 shares; 2026Q2: 39,526 shares 39,526 $3.47M 0.17% +31,820 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,638 shares; 2024Q4: 7,456 shares; 2025Q1: 7,009 shares; 2025Q2: 7,459 shares; 2025Q3: 7,350 shares; 2025Q4: 82,620 shares; 2026Q1: 32,450 shares; 2026Q2: 45,108 shares 45,108 $3.42M 0.16% +12,658 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,798 shares; 2024Q4: 5,496 shares; 2025Q1: 5,182 shares; 2025Q2: 4,696 shares; 2025Q3: 4,163 shares; 2025Q4: 10,042 shares; 2026Q1: 9,174 shares; 2026Q2: 9,774 shares 9,774 $3.38M 0.16% +600 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,737 shares; 2024Q4: 132,517 shares; 2025Q1: 142,186 shares; 2025Q2: 142,186 shares; 2025Q3: 138,092 shares; 2025Q4: 140,077 shares; 2026Q1: 132,821 shares; 2026Q2: 131,723 shares 131,723 $3.36M 0.16% -1,098 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,740 shares 35,740 $3.34M 0.16% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,748 shares; 2024Q4: 46,687 shares; 2025Q1: 71,871 shares; 2025Q2: 71,685 shares; 2025Q3: 43,272 shares; 2025Q4: 72,949 shares; 2026Q1: 81,570 shares; 2026Q2: 84,665 shares 84,665 $3.31M 0.16% +3,095 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,980 shares; 2024Q4: 22,475 shares; 2025Q1: 16,473 shares; 2025Q2: 26,556 shares; 2025Q3: 27,796 shares; 2025Q4: 54,612 shares; 2026Q1: 54,533 shares; 2026Q2: 54,508 shares 54,508 $3.29M 0.16% -25 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,854 shares; 2024Q4: 19,057 shares; 2025Q1: 18,640 shares; 2025Q2: 18,109 shares; 2025Q3: 17,742 shares; 2025Q4: 20,632 shares; 2026Q1: 21,158 shares; 2026Q2: 20,765 shares 20,765 $3.29M 0.16% -393 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,045 shares; 2024Q4: 6,021 shares; 2025Q1: 6,978 shares; 2025Q2: 7,004 shares; 2025Q3: 6,823 shares; 2025Q4: 14,308 shares; 2026Q1: 13,197 shares; 2026Q2: 17,766 shares 17,766 $3.28M 0.16% +4,569 Timeline CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,250 shares; 2024Q4: 34,600 shares; 2025Q1: 40,855 shares; 2025Q2: 109,985 shares; 2025Q3: 135,305 shares; 2025Q4: 148,363 shares; 2026Q1: 253,386 shares; 2026Q2: 283,986 shares 283,986 $3.27M 0.16% +30,600 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,635 shares; 2024Q4: 147,414 shares; 2025Q1: 136,050 shares; 2025Q2: 121,470 shares; 2025Q3: 98,555 shares; 2025Q4: 163,711 shares; 2026Q1: 168,481 shares; 2026Q2: 158,518 shares 158,518 $3.26M 0.16% -9,963 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,348 shares; 2024Q4: 17,529 shares; 2025Q1: 14,017 shares; 2025Q2: 15,798 shares; 2025Q3: 11,490 shares; 2025Q4: 25,215 shares; 2026Q1: 22,430 shares; 2026Q2: 22,123 shares 22,123 $3.25M 0.16% -307 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,296 shares; 2024Q4: 129,145 shares; 2025Q1: 109,212 shares; 2025Q2: 110,195 shares; 2025Q3: 206,804 shares; 2025Q4: 294,468 shares; 2026Q1: 416,768 shares; 2026Q2: 297,876 shares 297,876 $3.17M 0.15% -118,892 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,725 shares; 2024Q4: 11,677 shares; 2025Q1: 11,416 shares; 2025Q2: 11,617 shares; 2025Q3: 11,330 shares; 2025Q4: 46,759 shares; 2026Q1: 60,379 shares; 2026Q2: 53,677 shares 53,677 $3.15M 0.15% -6,702 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,900 shares; 2026Q1: not reported; 2026Q2: 202,154 shares 202,154 $3.15M 0.15% new Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,570 shares; 2024Q4: 308,270 shares; 2025Q1: 262,270 shares; 2025Q2: 243,670 shares; 2025Q3: 239,870 shares; 2025Q4: 254,803 shares; 2026Q1: 299,303 shares; 2026Q2: 244,503 shares 244,503 $3.13M 0.15% -54,800 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: 1,587 shares; 2025Q1: 1,624 shares; 2025Q2: 1,655 shares; 2025Q3: 1,568 shares; 2025Q4: 7,825 shares; 2026Q1: 7,758 shares; 2026Q2: 7,875 shares 7,875 $3.12M 0.15% +117 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,645 shares; 2026Q1: not reported; 2026Q2: 181,513 shares 181,513 $3.09M 0.15% new Timeline OSPN ONESPAN INC More: the full row for ONESPAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,550 shares; 2024Q4: 138,300 shares; 2025Q1: 114,925 shares; 2025Q2: 126,225 shares; 2025Q3: 136,825 shares; 2025Q4: 166,850 shares; 2026Q1: 214,450 shares; 2026Q2: 207,970 shares 207,970 $3.07M 0.15% -6,480 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,894 shares; 2024Q4: 69,744 shares; 2025Q1: 116,300 shares; 2025Q2: 146,850 shares; 2025Q3: 174,900 shares; 2025Q4: 202,700 shares; 2026Q1: 171,690 shares; 2026Q2: 148,680 shares 148,680 $2.99M 0.14% -23,010 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,218 shares; 2026Q1: 69,421 shares; 2026Q2: 68,556 shares 68,556 $2.99M 0.14% -865 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,223 shares; 2026Q1: 68,555 shares; 2026Q2: 73,748 shares 73,748 $2.96M 0.14% +5,193 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,510 shares; 2025Q3: 2,868 shares; 2025Q4: not reported; 2026Q1: 33,960 shares; 2026Q2: 43,092 shares 43,092 $2.96M 0.14% +9,132 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,017 shares; 2026Q1: 18,383 shares; 2026Q2: 18,244 shares 18,244 $2.95M 0.14% -139 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,882 shares; 2024Q4: 7,942 shares; 2025Q1: 7,854 shares; 2025Q2: 7,838 shares; 2025Q3: 7,487 shares; 2025Q4: 7,258 shares; 2026Q1: 7,276 shares; 2026Q2: 7,198 shares 7,198 $2.94M 0.14% -78 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,549 shares; 2024Q4: 2,853 shares; 2025Q1: 2,802 shares; 2025Q2: 2,984 shares; 2025Q3: 2,459 shares; 2025Q4: 4,312 shares; 2026Q1: 4,259 shares; 2026Q2: 5,655 shares 5,655 $2.93M 0.14% +1,396 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,307 shares; 2024Q4: 37,308 shares; 2025Q1: 52,309 shares; 2025Q2: 52,609 shares; 2025Q3: 64,810 shares; 2025Q4: 65,109 shares; 2026Q1: 65,056 shares; 2026Q2: 65,057 shares 65,057 $2.88M 0.14% +1 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,196 shares; 2026Q1: 22,356 shares; 2026Q2: 23,432 shares 23,432 $2.87M 0.14% +1,076 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,132 shares; 2026Q2: 6,886 shares 6,886 $2.86M 0.14% -246 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,569 shares; 2024Q4: 47,996 shares; 2025Q1: 48,996 shares; 2025Q2: 47,608 shares; 2025Q3: 44,053 shares; 2025Q4: 46,247 shares; 2026Q1: 404,601 shares; 2026Q2: 48,983 shares 48,983 $2.84M 0.14% -355,618 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,071 shares; 2024Q4: 3,400 shares; 2025Q1: 3,524 shares; 2025Q2: 2,832 shares; 2025Q3: 2,853 shares; 2025Q4: 5,148 shares; 2026Q1: 5,832 shares; 2026Q2: 11,035 shares 11,035 $2.84M 0.14% +5,203 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 2,224 shares; 2025Q1: 2,168 shares; 2025Q2: 2,843 shares; 2025Q3: 2,629 shares; 2025Q4: 53,482 shares; 2026Q1: 42,213 shares; 2026Q2: 38,543 shares 38,543 $2.84M 0.14% -3,670 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,481 shares; 2026Q2: 22,578 shares 22,578 $2.81M 0.14% +20,097 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215,312 shares; 2026Q1: 5,564 shares; 2026Q2: 90,419 shares 90,419 $2.8M 0.13% +84,855 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,140 shares; 2024Q4: 22,176 shares; 2025Q1: 26,401 shares; 2025Q2: 30,135 shares; 2025Q3: 39,877 shares; 2025Q4: 49,869 shares; 2026Q1: 55,594 shares; 2026Q2: 58,227 shares 58,227 $2.74M 0.13% +2,633 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,426 shares; 2024Q4: 23,224 shares; 2025Q1: 23,887 shares; 2025Q2: 25,320 shares; 2025Q3: 21,873 shares; 2025Q4: 39,228 shares; 2026Q1: 33,728 shares; 2026Q2: 37,863 shares 37,863 $2.71M 0.13% +4,135 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,449 shares; 2025Q2: 2,322 shares; 2025Q3: 14,591 shares; 2025Q4: 23,438 shares; 2026Q1: 23,782 shares; 2026Q2: 26,921 shares 26,921 $2.71M 0.13% +3,139 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,171 shares; 2024Q4: 6,858 shares; 2025Q1: 5,827 shares; 2025Q2: 5,068 shares; 2025Q3: 7,475 shares; 2025Q4: 10,641 shares; 2026Q1: 12,060 shares; 2026Q2: 12,418 shares 12,418 $2.71M 0.13% +358 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,354 shares; 2024Q4: 18,254 shares; 2025Q1: 17,754 shares; 2025Q2: 18,060 shares; 2025Q3: 16,004 shares; 2025Q4: 18,108 shares; 2026Q1: 18,008 shares; 2026Q2: 30,169 shares 30,169 $2.7M 0.13% +12,161 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,961 shares; 2025Q4: 37,938 shares; 2026Q1: 45,152 shares; 2026Q2: 47,858 shares 47,858 $2.7M 0.13% +2,706 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,416 shares; 2024Q4: 17,320 shares; 2025Q1: 17,395 shares; 2025Q2: 17,427 shares; 2025Q3: 17,441 shares; 2025Q4: 18,818 shares; 2026Q1: 18,815 shares; 2026Q2: 19,234 shares 19,234 $2.7M 0.13% +419 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,538 shares; 2024Q4: 62,352 shares; 2025Q1: 48,117 shares; 2025Q2: 47,027 shares; 2025Q3: 47,159 shares; 2025Q4: 143,017 shares; 2026Q1: 297,778 shares; 2026Q2: 138,911 shares 138,911 $2.65M 0.13% -158,867 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares; 2026Q1: 998 shares; 2026Q2: 8,857 shares 8,857 $2.64M 0.13% +7,859 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,934 shares; 2024Q4: 221,124 shares; 2025Q1: 222,310 shares; 2025Q2: 230,407 shares; 2025Q3: 226,421 shares; 2025Q4: 240,941 shares; 2026Q1: 240,479 shares; 2026Q2: 244,923 shares 244,923 $2.64M 0.13% +4,444 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,931 shares; 2024Q4: 19,828 shares; 2025Q1: 19,682 shares; 2025Q2: 19,722 shares; 2025Q3: 19,354 shares; 2025Q4: 22,658 shares; 2026Q1: 21,186 shares; 2026Q2: 20,280 shares 20,280 $2.64M 0.13% -906 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,478 shares; 2026Q1: 18,807 shares; 2026Q2: 63,958 shares 63,958 $2.64M 0.13% +45,151 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,641 shares; 2025Q2: 13,354 shares; 2025Q3: 11,946 shares; 2025Q4: 16,505 shares; 2026Q1: 23,090 shares; 2026Q2: 25,653 shares 25,653 $2.58M 0.12% +2,563 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,145 shares 50,145 $2.52M 0.12% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,041 shares; 2024Q4: 9,608 shares; 2025Q1: 8,924 shares; 2025Q2: 7,994 shares; 2025Q3: 6,149 shares; 2025Q4: 9,965 shares; 2026Q1: 9,595 shares; 2026Q2: 9,292 shares 9,292 $2.51M 0.12% -303 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,758 shares; 2024Q4: 20,701 shares; 2025Q1: 3,970 shares; 2025Q2: 5,746 shares; 2025Q3: not reported; 2025Q4: 40,901 shares; 2026Q1: 40,521 shares; 2026Q2: 40,444 shares 40,444 $2.51M 0.12% -77 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,378 shares; 2024Q4: 50,323 shares; 2025Q1: 56,983 shares; 2025Q2: 48,469 shares; 2025Q3: 45,166 shares; 2025Q4: 67,513 shares; 2026Q1: 64,422 shares; 2026Q2: 59,373 shares 59,373 $2.5M 0.12% -5,049 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,057 shares; 2026Q1: 46,251 shares; 2026Q2: 24,628 shares 24,628 $2.5M 0.12% -21,623 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,183 shares; 2024Q4: 5,049 shares; 2025Q1: 4,466 shares; 2025Q2: 6,887 shares; 2025Q3: 5,058 shares; 2025Q4: 10,622 shares; 2026Q1: 11,380 shares; 2026Q2: 9,955 shares 9,955 $2.49M 0.12% -1,425 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,495 shares; 2024Q4: 12,847 shares; 2025Q1: 13,021 shares; 2025Q2: 11,463 shares; 2025Q3: 11,226 shares; 2025Q4: 14,025 shares; 2026Q1: 14,146 shares; 2026Q2: 13,514 shares 13,514 $2.47M 0.12% -632 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,745 shares; 2024Q4: 44,045 shares; 2025Q1: 98,665 shares; 2025Q2: 111,315 shares; 2025Q3: 110,115 shares; 2025Q4: 157,883 shares; 2026Q1: 135,026 shares; 2026Q2: 216,679 shares 216,679 $2.46M 0.12% +81,653 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,492 shares 8,492 $2.43M 0.12% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,081 shares; 2024Q4: 8,838 shares; 2025Q1: 10,080 shares; 2025Q2: 15,111 shares; 2025Q3: 14,188 shares; 2025Q4: 16,881 shares; 2026Q1: 7,914 shares; 2026Q2: 8,620 shares 8,620 $2.4M 0.12% +706 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,802 shares; 2024Q4: 146,158 shares; 2025Q1: 146,747 shares; 2025Q2: 146,788 shares; 2025Q3: 175,283 shares; 2025Q4: 175,331 shares; 2026Q1: 175,232 shares; 2026Q2: 171,151 shares 171,151 $2.36M 0.11% -4,081 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,884 shares; 2024Q4: 54,982 shares; 2025Q1: 55,707 shares; 2025Q2: 53,370 shares; 2025Q3: 52,797 shares; 2025Q4: 69,542 shares; 2026Q1: 135,108 shares; 2026Q2: 143,541 shares 143,541 $2.35M 0.11% +8,433 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,200 shares; 2024Q4: 192,900 shares; 2025Q1: 162,100 shares; 2025Q2: 191,100 shares; 2025Q3: 185,400 shares; 2025Q4: 138,810 shares; 2026Q1: 73,290 shares; 2026Q2: 49,770 shares 49,770 $2.34M 0.11% -23,520 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,080 shares; 2025Q2: 34,204 shares; 2025Q3: 43,078 shares; 2025Q4: 51,478 shares; 2026Q1: 13,677 shares; 2026Q2: 50,012 shares 50,012 $2.3M 0.11% +36,335 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,575 shares; 2026Q2: 6,547 shares 6,547 $2.29M 0.11% -28 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,110 shares; 2024Q4: 106,923 shares; 2025Q1: 85,961 shares; 2025Q2: 83,708 shares; 2025Q3: 79,907 shares; 2025Q4: 143,951 shares; 2026Q1: 130,915 shares; 2026Q2: 94,107 shares 94,107 $2.25M 0.11% -36,808 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,774 shares; 2025Q3: 19,804 shares; 2025Q4: 25,622 shares; 2026Q1: 25,897 shares; 2026Q2: 47,670 shares 47,670 $2.25M 0.11% +21,773 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,835 shares; 2026Q1: 9,066 shares; 2026Q2: 8,346 shares 8,346 $2.24M 0.11% -720 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,399 shares; 2026Q1: 185,040 shares; 2026Q2: 73,318 shares 73,318 $2.24M 0.11% -111,722 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,600 shares; 2025Q1: 124,400 shares; 2025Q2: 161,050 shares; 2025Q3: 278,050 shares; 2025Q4: 430,800 shares; 2026Q1: 646,850 shares; 2026Q2: 720,850 shares 720,850 $2.23M 0.11% +74,000 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,889 shares; 2024Q4: 31,059 shares; 2025Q1: 32,001 shares; 2025Q2: 31,692 shares; 2025Q3: 29,752 shares; 2025Q4: 37,333 shares; 2026Q1: 36,603 shares; 2026Q2: 37,652 shares 37,652 $2.21M 0.11% +1,049 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,496 shares; 2026Q1: 43,141 shares; 2026Q2: 42,273 shares 42,273 $2.21M 0.11% -868 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,281 shares; 2025Q3: 22,803 shares; 2025Q4: 25,517 shares; 2026Q1: 25,517 shares; 2026Q2: 44,902 shares 44,902 $2.21M 0.11% +19,385 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,687 shares; 2024Q4: 47,316 shares; 2025Q1: 72,855 shares; 2025Q2: 76,205 shares; 2025Q3: 77,620 shares; 2025Q4: 74,576 shares; 2026Q1: 48,146 shares; 2026Q2: 31,920 shares 31,920 $2.21M 0.11% -16,226 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,264 shares; 2024Q4: 6,609 shares; 2025Q1: 6,849 shares; 2025Q2: 5,327 shares; 2025Q3: 5,263 shares; 2025Q4: 13,064 shares; 2026Q1: 12,500 shares; 2026Q2: 15,748 shares 15,748 $2.21M 0.11% +3,248 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 2,130 shares; 2025Q1: 1,932 shares; 2025Q2: 1,655 shares; 2025Q3: 1,646 shares; 2025Q4: 6,380 shares; 2026Q1: 5,955 shares; 2026Q2: 5,960 shares 5,960 $2.2M 0.11% +5 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,195 shares; 2025Q1: 8,840 shares; 2025Q2: 17,406 shares; 2025Q3: 19,865 shares; 2025Q4: 43,333 shares; 2026Q1: 43,507 shares; 2026Q2: 43,457 shares 43,457 $2.19M 0.11% -50 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,255 shares; 2025Q3: 2,405 shares; 2025Q4: 5,532 shares; 2026Q1: 26,417 shares; 2026Q2: 22,864 shares 22,864 $2.19M 0.11% -3,553 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,194 shares; 2024Q4: 2,594 shares; 2025Q1: 2,468 shares; 2025Q2: 1,963 shares; 2025Q3: 896 shares; 2025Q4: 12,019 shares; 2026Q1: 8,114 shares; 2026Q2: 8,529 shares 8,529 $2.18M 0.1% +415 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: 3,021 shares; 2025Q2: 3,397 shares; 2025Q3: 3,391 shares; 2025Q4: 7,157 shares; 2026Q1: 11,038 shares; 2026Q2: 5,168 shares 5,168 $2.18M 0.1% -5,870 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,755 shares; 2024Q4: 16,407 shares; 2025Q1: 16,193 shares; 2025Q2: 16,451 shares; 2025Q3: 16,248 shares; 2025Q4: 27,170 shares; 2026Q1: 32,160 shares; 2026Q2: 36,638 shares 36,638 $2.17M 0.1% +4,478 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,033 shares; 2026Q1: not reported; 2026Q2: 49,005 shares 49,005 $2.17M 0.1% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,103 shares; 2024Q4: 31,630 shares; 2025Q1: 27,611 shares; 2025Q2: 26,547 shares; 2025Q3: 22,133 shares; 2025Q4: 29,973 shares; 2026Q1: 28,239 shares; 2026Q2: 26,680 shares 26,680 $2.17M 0.1% -1,559 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,663 shares; 2024Q4: 13,515 shares; 2025Q1: 15,168 shares; 2025Q2: 15,893 shares; 2025Q3: 14,003 shares; 2025Q4: 15,434 shares; 2026Q1: 17,138 shares; 2026Q2: 16,545 shares 16,545 $2.14M 0.1% -593 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,947 shares; 2024Q4: 5,874 shares; 2025Q1: 12,270 shares; 2025Q2: 12,583 shares; 2025Q3: 11,857 shares; 2025Q4: 21,215 shares; 2026Q1: 22,077 shares; 2026Q2: 22,193 shares 22,193 $2.13M 0.1% +116 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,385 shares; 2024Q4: 3,890 shares; 2025Q1: 3,495 shares; 2025Q2: 3,619 shares; 2025Q3: 4,338 shares; 2025Q4: 7,724 shares; 2026Q1: 7,207 shares; 2026Q2: 7,023 shares 7,023 $2.12M 0.1% -184 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,029 shares; 2024Q4: 30,755 shares; 2025Q1: 30,480 shares; 2025Q2: 26,511 shares; 2025Q3: 26,958 shares; 2025Q4: 34,754 shares; 2026Q1: 29,968 shares; 2026Q2: 36,542 shares 36,542 $2.11M 0.1% +6,574 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,220 shares; 2024Q4: 23,370 shares; 2025Q1: 31,879 shares; 2025Q2: 43,072 shares; 2025Q3: 23,439 shares; 2025Q4: 70,805 shares; 2026Q1: 122,310 shares; 2026Q2: 125,119 shares 125,119 $2.09M 0.1% +2,809 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,099 shares; 2024Q4: 6,794 shares; 2025Q1: 8,336 shares; 2025Q2: 6,425 shares; 2025Q3: 5,546 shares; 2025Q4: 27,971 shares; 2026Q1: 55,076 shares; 2026Q2: 27,269 shares 27,269 $2.09M 0.1% -27,807 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,557 shares; 2024Q4: 6,310 shares; 2025Q1: 13,903 shares; 2025Q2: 13,919 shares; 2025Q3: 13,911 shares; 2025Q4: 42,870 shares; 2026Q1: 41,864 shares; 2026Q2: 44,957 shares 44,957 $2.07M 0.1% +3,093 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,263 shares; 2024Q4: 3,521 shares; 2025Q1: 4,420 shares; 2025Q2: 3,530 shares; 2025Q3: 3,602 shares; 2025Q4: 5,780 shares; 2026Q1: 5,702 shares; 2026Q2: 6,045 shares 6,045 $2.07M 0.1% +343 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,468 shares 18,468 $2.06M 0.1% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,378 shares; 2025Q1: 3,494 shares; 2025Q2: 12,546 shares; 2025Q3: 18,666 shares; 2025Q4: 23,068 shares; 2026Q1: 10,076 shares; 2026Q2: 12,225 shares 12,225 $2.04M 0.1% +2,149 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,408 shares; 2024Q4: 22,468 shares; 2025Q1: 23,374 shares; 2025Q2: 23,445 shares; 2025Q3: 21,251 shares; 2025Q4: 24,072 shares; 2026Q1: 24,750 shares; 2026Q2: 25,919 shares 25,919 $2.04M 0.1% +1,169 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,824 shares; 2024Q4: 3,236 shares; 2025Q1: 5,890 shares; 2025Q2: 3,644 shares; 2025Q3: 3,623 shares; 2025Q4: 8,211 shares; 2026Q1: 4,384 shares; 2026Q2: 4,773 shares 4,773 $2.04M 0.1% +389 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,510 shares; 2026Q1: 21,151 shares; 2026Q2: 21,128 shares 21,128 $2.03M 0.1% -23 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,567 shares; 2024Q4: 24,804 shares; 2025Q1: 25,229 shares; 2025Q2: 25,561 shares; 2025Q3: 24,664 shares; 2025Q4: 24,706 shares; 2026Q1: 24,840 shares; 2026Q2: 26,036 shares 26,036 $2.02M 0.1% +1,196 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,196 shares; 2024Q4: 10,243 shares; 2025Q1: 11,212 shares; 2025Q2: 10,988 shares; 2025Q3: 9,920 shares; 2025Q4: 14,924 shares; 2026Q1: 29,724 shares; 2026Q2: 72,251 shares 72,251 $1.98M 0.1% +42,527 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,348 shares; 2026Q2: 85,390 shares 85,390 $1.98M 0.09% +67,042 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,242 shares; 2024Q4: 19,548 shares; 2025Q1: 20,063 shares; 2025Q2: 18,150 shares; 2025Q3: 17,683 shares; 2025Q4: 35,428 shares; 2026Q1: 35,493 shares; 2026Q2: 34,471 shares 34,471 $1.97M 0.09% -1,022 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,713 shares; 2024Q4: 1,679 shares; 2025Q1: 1,569 shares; 2025Q2: 2,263 shares; 2025Q3: 2,258 shares; 2025Q4: 7,336 shares; 2026Q1: 7,010 shares; 2026Q2: 8,626 shares 8,626 $1.96M 0.09% +1,616 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,170 shares; 2024Q4: 21,927 shares; 2025Q1: 21,721 shares; 2025Q2: 25,177 shares; 2025Q3: 25,183 shares; 2025Q4: 25,803 shares; 2026Q1: 25,651 shares; 2026Q2: 25,555 shares 25,555 $1.95M 0.09% -96 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,062 shares; 2024Q4: 16,165 shares; 2025Q1: 14,080 shares; 2025Q2: 13,965 shares; 2025Q3: 11,734 shares; 2025Q4: 23,213 shares; 2026Q1: 22,750 shares; 2026Q2: 20,207 shares 20,207 $1.93M 0.09% -2,543 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,883 shares; 2024Q4: 3,791 shares; 2025Q1: 3,780 shares; 2025Q2: 3,206 shares; 2025Q3: 3,226 shares; 2025Q4: 8,737 shares; 2026Q1: 8,560 shares; 2026Q2: 8,536 shares 8,536 $1.91M 0.09% -24 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,924 shares; 2024Q4: 8,802 shares; 2025Q1: 10,780 shares; 2025Q2: 12,576 shares; 2025Q3: 12,636 shares; 2025Q4: 38,507 shares; 2026Q1: 40,246 shares; 2026Q2: 47,081 shares 47,081 $1.91M 0.09% +6,835 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,799 shares; 2024Q4: 4,899 shares; 2025Q1: not reported; 2025Q2: 3,640 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,275 shares; 2026Q2: 7,185 shares 7,185 $1.9M 0.09% -2,090 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,930 shares; 2024Q4: 77,300 shares; 2025Q1: 91,819 shares; 2025Q2: 97,301 shares; 2025Q3: 91,026 shares; 2025Q4: 106,895 shares; 2026Q1: 107,938 shares; 2026Q2: 105,567 shares 105,567 $1.89M 0.09% -2,371 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,482 shares; 2024Q4: 37,393 shares; 2025Q1: 39,320 shares; 2025Q2: 41,571 shares; 2025Q3: 42,272 shares; 2025Q4: 87,366 shares; 2026Q1: 89,383 shares; 2026Q2: 84,302 shares 84,302 $1.88M 0.09% -5,081 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,125 shares; 2024Q4: 13,368 shares; 2025Q1: 6,344 shares; 2025Q2: 5,521 shares; 2025Q3: 5,510 shares; 2025Q4: 65,985 shares; 2026Q1: 43,685 shares; 2026Q2: 37,089 shares 37,089 $1.88M 0.09% -6,596 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,268 shares; 2024Q4: 41,899 shares; 2025Q1: 39,022 shares; 2025Q2: 37,721 shares; 2025Q3: 35,694 shares; 2025Q4: 53,844 shares; 2026Q1: 19,291 shares; 2026Q2: 9,800 shares 9,800 $1.87M 0.09% -9,491 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,055 shares; 2024Q4: 11,177 shares; 2025Q1: 10,775 shares; 2025Q2: 26,145 shares; 2025Q3: 27,905 shares; 2025Q4: 55,750 shares; 2026Q1: 18,881 shares; 2026Q2: 24,876 shares 24,876 $1.87M 0.09% +5,995 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 1,755 shares; 2025Q1: 1,420 shares; 2025Q2: 1,437 shares; 2025Q3: 1,421 shares; 2025Q4: 3,328 shares; 2026Q1: 3,570 shares; 2026Q2: 15,091 shares 15,091 $1.87M 0.09% +11,521 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,049 shares; 2026Q2: 38,440 shares 38,440 $1.85M 0.09% +391 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,000 shares; 2024Q4: 36,000 shares; 2025Q1: 38,000 shares; 2025Q2: 38,000 shares; 2025Q3: 36,000 shares; 2025Q4: 42,488 shares; 2026Q1: 42,345 shares; 2026Q2: 42,620 shares 42,620 $1.83M 0.09% +275 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,292 shares; 2024Q4: 13,514 shares; 2025Q1: 12,680 shares; 2025Q2: 12,471 shares; 2025Q3: 12,554 shares; 2025Q4: 17,638 shares; 2026Q1: 13,446 shares; 2026Q2: 21,895 shares 21,895 $1.82M 0.09% +8,449 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,183 shares; 2024Q4: 7,496 shares; 2025Q1: 7,032 shares; 2025Q2: 6,610 shares; 2025Q3: 6,543 shares; 2025Q4: 18,794 shares; 2026Q1: 15,779 shares; 2026Q2: 15,363 shares 15,363 $1.81M 0.09% -416 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,848 shares; 2024Q4: 18,571 shares; 2025Q1: 17,803 shares; 2025Q2: 21,977 shares; 2025Q3: 18,600 shares; 2025Q4: 25,436 shares; 2026Q1: 19,122 shares; 2026Q2: 18,777 shares 18,777 $1.8M 0.09% -345 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,590 shares; 2025Q4: 47,273 shares; 2026Q1: 49,369 shares; 2026Q2: 51,047 shares 51,047 $1.79M 0.09% +1,678 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877 shares; 2024Q4: 2,114 shares; 2025Q1: 2,111 shares; 2025Q2: 1,300 shares; 2025Q3: 1,344 shares; 2025Q4: 2,858 shares; 2026Q1: 2,922 shares; 2026Q2: 2,828 shares 2,828 $1.78M 0.09% -94 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,659 shares; 2026Q2: 6,650 shares 6,650 $1.78M 0.09% -9 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,163 shares; 2024Q4: 14,391 shares; 2025Q1: 14,559 shares; 2025Q2: 13,355 shares; 2025Q3: 13,059 shares; 2025Q4: 31,351 shares; 2026Q1: 32,269 shares; 2026Q2: 34,247 shares 34,247 $1.77M 0.09% +1,978 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,728 shares; 2024Q4: 13,743 shares; 2025Q1: 20,271 shares; 2025Q2: 13,359 shares; 2025Q3: 10,058 shares; 2025Q4: 13,406 shares; 2026Q1: 12,386 shares; 2026Q2: 12,567 shares 12,567 $1.76M 0.08% +181 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211,213 shares; 2026Q1: 144,289 shares; 2026Q2: 233,414 shares 233,414 $1.76M 0.08% +89,125 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,744 shares; 2024Q4: 10,050 shares; 2025Q1: 8,467 shares; 2025Q2: 7,896 shares; 2025Q3: 6,241 shares; 2025Q4: 20,053 shares; 2026Q1: 20,172 shares; 2026Q2: 19,170 shares 19,170 $1.75M 0.08% -1,002 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,099 shares; 2025Q3: 14,099 shares; 2025Q4: 20,052 shares; 2026Q1: 20,052 shares; 2026Q2: 42,771 shares 42,771 $1.75M 0.08% +22,719 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,800 shares; 2026Q1: 29,347 shares; 2026Q2: 32,768 shares 32,768 $1.74M 0.08% +3,421 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,506 shares 7,506 $1.72M 0.08% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,325 shares; 2024Q4: 26,800 shares; 2025Q1: 27,524 shares; 2025Q2: 29,549 shares; 2025Q3: 29,595 shares; 2025Q4: 32,737 shares; 2026Q1: 33,024 shares; 2026Q2: 35,229 shares 35,229 $1.7M 0.08% +2,205 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,762 shares; 2026Q1: 2,431 shares; 2026Q2: 4,990 shares 4,990 $1.7M 0.08% +2,559 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,909 shares; 2025Q4: 3,216 shares; 2026Q1: 2,917 shares; 2026Q2: 12,943 shares 12,943 $1.69M 0.08% +10,026 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,939 shares; 2024Q4: 16,559 shares; 2025Q1: 17,822 shares; 2025Q2: 13,814 shares; 2025Q3: 14,189 shares; 2025Q4: 50,021 shares; 2026Q1: 41,252 shares; 2026Q2: 37,724 shares 37,724 $1.69M 0.08% -3,528 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,490 shares; 2025Q3: 26,890 shares; 2025Q4: 28,535 shares; 2026Q1: 30,115 shares; 2026Q2: 32,752 shares 32,752 $1.69M 0.08% +2,637 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 24,080 shares; 2025Q1: 27,660 shares; 2025Q2: 27,590 shares; 2025Q3: 28,090 shares; 2025Q4: 27,420 shares; 2026Q1: 20,261 shares; 2026Q2: 15,956 shares 15,956 $1.68M 0.08% -4,305 Timeline AYA AYA GOLD & SILVER INC More: the full row for AYA GOLD & SILVER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,806 shares 87,806 $1.68M 0.08% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,150 shares; 2024Q4: 28,990 shares; 2025Q1: 28,218 shares; 2025Q2: 28,558 shares; 2025Q3: 25,783 shares; 2025Q4: 28,217 shares; 2026Q1: 26,697 shares; 2026Q2: 31,974 shares 31,974 $1.67M 0.08% +5,277 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,941 shares; 2026Q1: 1,716 shares; 2026Q2: 14,919 shares 14,919 $1.66M 0.08% +13,203 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,114 shares; 2024Q4: 2,000 shares; 2025Q1: 1,574 shares; 2025Q2: 1,644 shares; 2025Q3: 1,629 shares; 2025Q4: 8,647 shares; 2026Q1: 19,104 shares; 2026Q2: 6,817 shares 6,817 $1.66M 0.08% -12,287 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,549 shares; 2024Q4: 6,146 shares; 2025Q1: 5,359 shares; 2025Q2: 4,818 shares; 2025Q3: 3,619 shares; 2025Q4: 7,777 shares; 2026Q1: 7,639 shares; 2026Q2: 10,382 shares 10,382 $1.64M 0.08% +2,743 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,900 shares; 2024Q4: 57,635 shares; 2025Q1: 49,425 shares; 2025Q2: 41,355 shares; 2025Q3: 34,245 shares; 2025Q4: 49,740 shares; 2026Q1: 46,980 shares; 2026Q2: 82,180 shares 82,180 $1.63M 0.08% +35,200 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,540 shares; 2024Q4: 65,637 shares; 2025Q1: 77,060 shares; 2025Q2: 86,121 shares; 2025Q3: 89,677 shares; 2025Q4: 84,152 shares; 2026Q1: 87,076 shares; 2026Q2: 88,436 shares 88,436 $1.63M 0.08% +1,360 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,751 shares; 2024Q4: 9,629 shares; 2025Q1: 9,823 shares; 2025Q2: 9,639 shares; 2025Q3: 8,552 shares; 2025Q4: 9,763 shares; 2026Q1: 1,443 shares; 2026Q2: 1,433 shares 1,433 $1.61M 0.08% -10 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,117 shares; 2024Q4: 24,449 shares; 2025Q1: 25,124 shares; 2025Q2: 22,213 shares; 2025Q3: 19,276 shares; 2025Q4: 28,191 shares; 2026Q1: 18,667 shares; 2026Q2: 18,471 shares 18,471 $1.61M 0.08% -196 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,205 shares; 2024Q4: 29,568 shares; 2025Q1: 59,476 shares; 2025Q2: 87,579 shares; 2025Q3: 34,904 shares; 2025Q4: 86,835 shares; 2026Q1: 168,666 shares; 2026Q2: 208,325 shares 208,325 $1.6M 0.08% +39,659 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602 shares; 2024Q4: 1,604 shares; 2025Q1: 1,481 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 4,922 shares; 2026Q1: 4,821 shares; 2026Q2: 4,406 shares 4,406 $1.59M 0.08% -415 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,874 shares; 2024Q4: 5,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,100 shares; 2026Q1: 39,251 shares; 2026Q2: 32,026 shares 32,026 $1.59M 0.08% -7,225 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,680 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,494 shares; 2026Q1: 35,438 shares; 2026Q2: 34,391 shares 34,391 $1.58M 0.08% -1,047 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,325 shares; 2024Q4: 16,986 shares; 2025Q1: 70,143 shares; 2025Q2: 46,171 shares; 2025Q3: 25,298 shares; 2025Q4: 32,594 shares; 2026Q1: 63,796 shares; 2026Q2: 29,425 shares 29,425 $1.57M 0.08% -34,371 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,790 shares 34,790 $1.56M 0.08% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,056 shares; 2025Q1: 1,211 shares; 2025Q2: 2,214 shares; 2025Q3: 1,031 shares; 2025Q4: 3,617 shares; 2026Q1: 3,066 shares; 2026Q2: 2,881 shares 2,881 $1.55M 0.07% -185 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,321 shares; 2024Q4: 3,359 shares; 2025Q1: 3,468 shares; 2025Q2: 3,590 shares; 2025Q3: 3,517 shares; 2025Q4: 4,165 shares; 2026Q1: 4,051 shares; 2026Q2: 4,395 shares 4,395 $1.52M 0.07% +344 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,013 shares; 2024Q4: 8,074 shares; 2025Q1: 7,268 shares; 2025Q2: 7,332 shares; 2025Q3: 6,402 shares; 2025Q4: 10,728 shares; 2026Q1: 8,975 shares; 2026Q2: 8,456 shares 8,456 $1.51M 0.07% -519 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,044 shares; 2026Q1: 4,892 shares; 2026Q2: 22,984 shares 22,984 $1.5M 0.07% +18,092 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,642 shares; 2024Q4: 4,780 shares; 2025Q1: 2,864 shares; 2025Q2: 2,863 shares; 2025Q3: not reported; 2025Q4: 15,555 shares; 2026Q1: 9,792 shares; 2026Q2: 20,539 shares 20,539 $1.5M 0.07% +10,747 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456 shares; 2024Q4: 2,456 shares; 2025Q1: 2,516 shares; 2025Q2: 2,579 shares; 2025Q3: 2,516 shares; 2025Q4: 4,531 shares; 2026Q1: 4,634 shares; 2026Q2: 4,817 shares 4,817 $1.5M 0.07% +183 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 1,559 shares; 2025Q1: 1,618 shares; 2025Q2: 1,568 shares; 2025Q3: 1,518 shares; 2025Q4: 1,612 shares; 2026Q1: 6,064 shares; 2026Q2: 5,971 shares 5,971 $1.49M 0.07% -93 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,332 shares; 2026Q1: 21,530 shares; 2026Q2: 14,843 shares 14,843 $1.49M 0.07% -6,687 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,495 shares; 2026Q1: 25,331 shares; 2026Q2: 28,670 shares 28,670 $1.48M 0.07% +3,339 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,973 shares; 2024Q4: 9,803 shares; 2025Q1: 10,257 shares; 2025Q2: 6,330 shares; 2025Q3: 6,322 shares; 2025Q4: 30,938 shares; 2026Q1: 22,072 shares; 2026Q2: 20,434 shares 20,434 $1.48M 0.07% -1,638 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,487 shares; 2024Q4: 15,707 shares; 2025Q1: 15,633 shares; 2025Q2: 14,067 shares; 2025Q3: 11,542 shares; 2025Q4: 21,498 shares; 2026Q1: 21,851 shares; 2026Q2: 21,917 shares 21,917 $1.48M 0.07% +66 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,549 shares; 2024Q4: 5,488 shares; 2025Q1: 5,288 shares; 2025Q2: 5,258 shares; 2025Q3: 5,226 shares; 2025Q4: 7,633 shares; 2026Q1: 7,397 shares; 2026Q2: 7,238 shares 7,238 $1.47M 0.07% -159 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,033 shares; 2024Q4: 2,033 shares; 2025Q1: 2,034 shares; 2025Q2: 1,944 shares; 2025Q3: 1,992 shares; 2025Q4: 4,141 shares; 2026Q1: 6,087 shares; 2026Q2: 7,675 shares 7,675 $1.47M 0.07% +1,588 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,390 shares; 2025Q3: 59,610 shares; 2025Q4: 46,832 shares; 2026Q1: 96,892 shares; 2026Q2: 62,013 shares 62,013 $1.46M 0.07% -34,879 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,533 shares; 2024Q4: 12,282 shares; 2025Q1: 12,820 shares; 2025Q2: 12,956 shares; 2025Q3: 13,068 shares; 2025Q4: 21,514 shares; 2026Q1: 14,607 shares; 2026Q2: 15,001 shares 15,001 $1.45M 0.07% +394 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,000 shares; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares; 2025Q4: 36,000 shares; 2026Q1: 36,000 shares; 2026Q2: 36,105 shares 36,105 $1.45M 0.07% +105 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,947 shares; 2024Q4: 25,896 shares; 2025Q1: 27,652 shares; 2025Q2: 51,735 shares; 2025Q3: 55,908 shares; 2025Q4: 90,182 shares; 2026Q1: 86,979 shares; 2026Q2: 78,975 shares 78,975 $1.45M 0.07% -8,004 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,225 shares; 2024Q4: 7,586 shares; 2025Q1: 4,739 shares; 2025Q2: 4,622 shares; 2025Q3: 4,623 shares; 2025Q4: 9,725 shares; 2026Q1: 9,695 shares; 2026Q2: 9,474 shares 9,474 $1.45M 0.07% -221 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,027 shares; 2025Q4: 35,335 shares; 2026Q1: 49,616 shares; 2026Q2: 76,248 shares 76,248 $1.43M 0.07% +26,632 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,708 shares; 2024Q4: 2,713 shares; 2025Q1: 2,713 shares; 2025Q2: 2,784 shares; 2025Q3: 2,754 shares; 2025Q4: 2,881 shares; 2026Q1: 2,652 shares; 2026Q2: 2,651 shares 2,651 $1.43M 0.07% -1 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355 shares; 2024Q4: 2,114 shares; 2025Q1: 2,292 shares; 2025Q2: 2,145 shares; 2025Q3: 2,674 shares; 2025Q4: 4,248 shares; 2026Q1: 4,199 shares; 2026Q2: 3,919 shares 3,919 $1.41M 0.07% -280 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,653 shares; 2024Q4: 1,713 shares; 2025Q1: 1,622 shares; 2025Q2: 1,581 shares; 2025Q3: 1,527 shares; 2025Q4: 3,674 shares; 2026Q1: 3,671 shares; 2026Q2: 3,871 shares 3,871 $1.41M 0.07% +200 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,004 shares; 2026Q1: 53,780 shares; 2026Q2: 61,432 shares 61,432 $1.41M 0.07% +7,652 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,199 shares 68,199 $1.41M 0.07% new Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,079 shares 28,079 $1.4M 0.07% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,940 shares; 2025Q4: 27,174 shares; 2026Q1: 27,174 shares; 2026Q2: 27,620 shares 27,620 $1.39M 0.07% +446 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,466 shares; 2026Q1: 1,646 shares; 2026Q2: 6,950 shares 6,950 $1.38M 0.07% +5,304 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,461 shares; 2024Q4: 31,785 shares; 2025Q1: 32,171 shares; 2025Q2: 29,247 shares; 2025Q3: 29,549 shares; 2025Q4: 42,255 shares; 2026Q1: 33,806 shares; 2026Q2: 33,783 shares 33,783 $1.38M 0.07% -23 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,981 shares; 2026Q1: 18,640 shares; 2026Q2: 18,108 shares 18,108 $1.37M 0.07% -532 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,667 shares; 2026Q1: 62,990 shares; 2026Q2: 61,276 shares 61,276 $1.37M 0.07% -1,714 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: 2,678 shares; 2025Q1: 2,682 shares; 2025Q2: 2,686 shares; 2025Q3: 2,690 shares; 2025Q4: 10,423 shares; 2026Q1: 9,170 shares; 2026Q2: 9,019 shares 9,019 $1.36M 0.07% -151 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,960 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 14,349 shares; 2026Q1: 31,761 shares; 2026Q2: 30,430 shares 30,430 $1.36M 0.07% -1,331 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,546 shares; 2024Q4: 8,608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,167 shares; 2026Q1: 21,869 shares; 2026Q2: 22,390 shares 22,390 $1.35M 0.07% +521 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,331 shares; 2024Q4: 40,849 shares; 2025Q1: 40,849 shares; 2025Q2: 40,849 shares; 2025Q3: 37,810 shares; 2025Q4: 35,435 shares; 2026Q1: 33,229 shares; 2026Q2: 32,924 shares 32,924 $1.35M 0.07% -305 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,390 shares; 2026Q1: 16,525 shares; 2026Q2: 16,370 shares 16,370 $1.34M 0.06% -155 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,270 shares; 2024Q4: 2,716 shares; 2025Q1: 1,937 shares; 2025Q2: 1,621 shares; 2025Q3: 1,879 shares; 2025Q4: 2,600 shares; 2026Q1: 2,791 shares; 2026Q2: 2,585 shares 2,585 $1.34M 0.06% -206 Timeline CHPY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,164 shares 15,164 $1.34M 0.06% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,381 shares; 2024Q4: 6,395 shares; 2025Q1: 6,323 shares; 2025Q2: 6,324 shares; 2025Q3: 7,024 shares; 2025Q4: 10,436 shares; 2026Q1: 9,757 shares; 2026Q2: 12,031 shares 12,031 $1.33M 0.06% +2,274 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,636 shares; 2026Q1: 41,594 shares; 2026Q2: 49,628 shares 49,628 $1.32M 0.06% +8,034 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,975 shares; 2024Q4: 10,856 shares; 2025Q1: 11,703 shares; 2025Q2: 11,597 shares; 2025Q3: 11,532 shares; 2025Q4: 17,972 shares; 2026Q1: 17,580 shares; 2026Q2: 15,526 shares 15,526 $1.32M 0.06% -2,054 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,823 shares; 2024Q4: 2,914 shares; 2025Q1: 2,914 shares; 2025Q2: 3,381 shares; 2025Q3: 3,984 shares; 2025Q4: 3,862 shares; 2026Q1: 581 shares; 2026Q2: 1,623 shares 1,623 $1.32M 0.06% +1,042 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,324 shares; 2024Q4: 3,267 shares; 2025Q1: 2,938 shares; 2025Q2: 2,798 shares; 2025Q3: 2,814 shares; 2025Q4: 11,489 shares; 2026Q1: 22,906 shares; 2026Q2: 10,615 shares 10,615 $1.31M 0.06% -12,291 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,512 shares; 2025Q2: 6,666 shares; 2025Q3: 8,309 shares; 2025Q4: 40,217 shares; 2026Q1: 20,164 shares; 2026Q2: 26,627 shares 26,627 $1.31M 0.06% +6,463 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,145 shares; 2025Q2: 6,515 shares; 2025Q3: 6,802 shares; 2025Q4: 10,629 shares; 2026Q1: 25,133 shares; 2026Q2: 25,805 shares 25,805 $1.3M 0.06% +672 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,584 shares; 2025Q4: 28,158 shares; 2026Q1: 28,441 shares; 2026Q2: 27,696 shares 27,696 $1.3M 0.06% -745 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,975 shares; 2024Q4: 4,016 shares; 2025Q1: 4,087 shares; 2025Q2: 4,097 shares; 2025Q3: 4,141 shares; 2025Q4: 5,198 shares; 2026Q1: 5,228 shares; 2026Q2: 5,295 shares 5,295 $1.3M 0.06% +67 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,695 shares; 2024Q4: 8,042 shares; 2025Q1: 22,668 shares; 2025Q2: 18,523 shares; 2025Q3: 16,279 shares; 2025Q4: 14,449 shares; 2026Q1: 14,091 shares; 2026Q2: 15,055 shares 15,055 $1.3M 0.06% +964 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,234 shares; 2024Q4: 6,859 shares; 2025Q1: 8,874 shares; 2025Q2: 8,003 shares; 2025Q3: 7,646 shares; 2025Q4: 13,745 shares; 2026Q1: 13,653 shares; 2026Q2: 16,917 shares 16,917 $1.3M 0.06% +3,264 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,339 shares; 2024Q4: 24,049 shares; 2025Q1: 15,214 shares; 2025Q2: 15,425 shares; 2025Q3: 15,279 shares; 2025Q4: 43,986 shares; 2026Q1: 84,146 shares; 2026Q2: 34,878 shares 34,878 $1.28M 0.06% -49,268 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,815 shares; 2024Q4: 14,582 shares; 2025Q1: 17,454 shares; 2025Q2: 16,921 shares; 2025Q3: 17,540 shares; 2025Q4: 28,649 shares; 2026Q1: 29,716 shares; 2026Q2: 29,391 shares 29,391 $1.27M 0.06% -325 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,935 shares; 2026Q1: 72,812 shares; 2026Q2: 112,241 shares 112,241 $1.26M 0.06% +39,429 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,934 shares; 2024Q4: 7,467 shares; 2025Q1: 8,077 shares; 2025Q2: 7,912 shares; 2025Q3: 7,488 shares; 2025Q4: 9,986 shares; 2026Q1: 13,534 shares; 2026Q2: 13,206 shares 13,206 $1.24M 0.06% -328 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,279 shares; 2026Q1: 3,333 shares; 2026Q2: 3,283 shares 3,283 $1.23M 0.06% -50 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 5,050 shares; 2025Q2: 5,050 shares; 2025Q3: 4,550 shares; 2025Q4: 4,658 shares; 2026Q1: 4,673 shares; 2026Q2: 6,203 shares 6,203 $1.23M 0.06% +1,530 Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,255 shares; 2024Q4: 45,755 shares; 2025Q1: 53,405 shares; 2025Q2: 51,912 shares; 2025Q3: 42,006 shares; 2025Q4: 54,909 shares; 2026Q1: 61,424 shares; 2026Q2: 55,380 shares 55,380 $1.23M 0.06% -6,044 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,127 shares; 2026Q1: 38,081 shares; 2026Q2: 41,717 shares 41,717 $1.22M 0.06% +3,636 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,099 shares; 2025Q4: 25,394 shares; 2026Q1: 25,394 shares; 2026Q2: 25,672 shares 25,672 $1.22M 0.06% +278 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,287 shares; 2024Q4: 16,704 shares; 2025Q1: 17,640 shares; 2025Q2: 11,734 shares; 2025Q3: 11,779 shares; 2025Q4: 37,114 shares; 2026Q1: 25,632 shares; 2026Q2: 26,559 shares 26,559 $1.22M 0.06% +927 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,075 shares; 2025Q1: 6,539 shares; 2025Q2: 6,539 shares; 2025Q3: 6,539 shares; 2025Q4: 26,675 shares; 2026Q1: 26,675 shares; 2026Q2: 25,945 shares 25,945 $1.21M 0.06% -730 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,027 shares; 2024Q4: 11,909 shares; 2025Q1: 10,104 shares; 2025Q2: 10,750 shares; 2025Q3: 10,949 shares; 2025Q4: 13,569 shares; 2026Q1: 13,596 shares; 2026Q2: 15,637 shares 15,637 $1.19M 0.06% +2,041 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,367 shares; 2026Q1: 19,170 shares; 2026Q2: 18,921 shares 18,921 $1.19M 0.06% -249 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,727 shares; 2026Q1: 13,375 shares; 2026Q2: 13,455 shares 13,455 $1.18M 0.06% +80 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,374 shares 4,374 $1.18M 0.06% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,742 shares; 2026Q2: 20,117 shares 20,117 $1.18M 0.06% +11,375 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,150 shares; 2024Q4: 81,690 shares; 2025Q1: 79,785 shares; 2025Q2: 69,949 shares; 2025Q3: 64,629 shares; 2025Q4: 67,280 shares; 2026Q1: 7,251 shares; 2026Q2: 7,584 shares 7,584 $1.18M 0.06% +333 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,873 shares; 2024Q4: 10,201 shares; 2025Q1: 10,051 shares; 2025Q2: 10,693 shares; 2025Q3: 11,289 shares; 2025Q4: 13,196 shares; 2026Q1: 14,130 shares; 2026Q2: 11,415 shares 11,415 $1.18M 0.06% -2,715 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,313 shares; 2024Q4: 476,646 shares; 2025Q1: 473,854 shares; 2025Q2: 448,510 shares; 2025Q3: 512,098 shares; 2025Q4: 495,974 shares; 2026Q1: 33,495 shares; 2026Q2: 34,379 shares 34,379 $1.17M 0.06% +884 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 631 shares; 2025Q1: 676 shares; 2025Q2: 621 shares; 2025Q3: 660 shares; 2025Q4: 1,568 shares; 2026Q1: 1,603 shares; 2026Q2: 2,210 shares 2,210 $1.16M 0.06% +607 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,018 shares 34,018 $1.16M 0.06% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,184 shares; 2024Q4: 3,558 shares; 2025Q1: 3,777 shares; 2025Q2: 3,735 shares; 2025Q3: 3,008 shares; 2025Q4: 4,857 shares; 2026Q1: 4,274 shares; 2026Q2: 5,126 shares 5,126 $1.16M 0.06% +852 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,400 shares; 2025Q1: 2,415 shares; 2025Q2: 2,240 shares; 2025Q3: 2,205 shares; 2025Q4: 8,829 shares; 2026Q1: not reported; 2026Q2: 4,710 shares 4,710 $1.16M 0.06% new Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,950 shares; 2025Q4: 32,025 shares; 2026Q1: 30,380 shares; 2026Q2: 28,244 shares 28,244 $1.16M 0.06% -2,136 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,137 shares; 2024Q4: 4,143 shares; 2025Q1: not reported; 2025Q2: 9,122 shares; 2025Q3: 12,076 shares; 2025Q4: 18,942 shares; 2026Q1: 26,030 shares; 2026Q2: 27,007 shares 27,007 $1.16M 0.06% +977 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,765 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,562 shares; 2026Q1: 18,167 shares; 2026Q2: 22,899 shares 22,899 $1.15M 0.06% +4,732 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,862 shares; 2024Q4: 10,940 shares; 2025Q1: 10,671 shares; 2025Q2: 7,912 shares; 2025Q3: 7,994 shares; 2025Q4: 14,094 shares; 2026Q1: 12,425 shares; 2026Q2: 11,010 shares 11,010 $1.15M 0.06% -1,415 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 2,234 shares; 2025Q1: 2,382 shares; 2025Q2: 3,407 shares; 2025Q3: 3,778 shares; 2025Q4: 6,366 shares; 2026Q1: 6,784 shares; 2026Q2: 5,641 shares 5,641 $1.15M 0.06% -1,143 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,199 shares; 2026Q1: 8,588 shares; 2026Q2: 9,386 shares 9,386 $1.14M 0.05% +798 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,742 shares; 2026Q2: 25,069 shares 25,069 $1.14M 0.05% -673 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,363 shares; 2024Q4: 145,095 shares; 2025Q1: 139,972 shares; 2025Q2: 345,080 shares; 2025Q3: 480,638 shares; 2025Q4: 403,090 shares; 2026Q1: 468,541 shares; 2026Q2: 491,576 shares 491,576 $1.14M 0.05% +23,035 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,377 shares; 2026Q2: 36,134 shares 36,134 $1.14M 0.05% -3,243 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,956 shares; 2024Q4: 6,108 shares; 2025Q1: 5,702 shares; 2025Q2: 5,443 shares; 2025Q3: 5,517 shares; 2025Q4: 8,332 shares; 2026Q1: 4,170 shares; 2026Q2: 4,207 shares 4,207 $1.13M 0.05% +37 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,215 shares 24,215 $1.13M 0.05% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,060 shares; 2026Q2: 14,585 shares 14,585 $1.13M 0.05% +525 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,080 shares 22,080 $1.12M 0.05% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,058 shares; 2025Q4: 3,277 shares; 2026Q1: 2,908 shares; 2026Q2: 3,077 shares 3,077 $1.12M 0.05% +169 Timeline DAIO DATA I O CORP More: the full row for DATA I O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,206 shares; 2024Q4: 279,806 shares; 2025Q1: 282,006 shares; 2025Q2: 269,431 shares; 2025Q3: 263,231 shares; 2025Q4: 268,906 shares; 2026Q1: 267,981 shares; 2026Q2: 285,481 shares 285,481 $1.11M 0.05% +17,500 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,261 shares; 2024Q4: 5,170 shares; 2025Q1: 4,169 shares; 2025Q2: 4,329 shares; 2025Q3: 4,289 shares; 2025Q4: 9,010 shares; 2026Q1: 9,036 shares; 2026Q2: 7,315 shares 7,315 $1.11M 0.05% -1,721 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,542 shares; 2024Q4: 2,660 shares; 2025Q1: 3,489 shares; 2025Q2: 3,461 shares; 2025Q3: 3,430 shares; 2025Q4: 5,303 shares; 2026Q1: 6,785 shares; 2026Q2: 7,046 shares 7,046 $1.1M 0.05% +261 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,522 shares 29,522 $1.1M 0.05% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,107 shares; 2026Q1: 2,029 shares; 2026Q2: 2,025 shares 2,025 $1.1M 0.05% -4 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,809 shares; 2024Q4: 8,550 shares; 2025Q1: 8,283 shares; 2025Q2: 6,430 shares; 2025Q3: 6,288 shares; 2025Q4: 9,784 shares; 2026Q1: 10,279 shares; 2026Q2: 13,914 shares 13,914 $1.1M 0.05% +3,635 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,436 shares; 2026Q1: 22,884 shares; 2026Q2: 22,834 shares 22,834 $1.09M 0.05% -50 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,175 shares; 2024Q4: 24,679 shares; 2025Q1: 23,271 shares; 2025Q2: 19,407 shares; 2025Q3: 18,248 shares; 2025Q4: 37,735 shares; 2026Q1: 36,344 shares; 2026Q2: 35,756 shares 35,756 $1.09M 0.05% -588 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,144 shares; 2024Q4: 1,544 shares; 2025Q1: 1,308 shares; 2025Q2: 908 shares; 2025Q3: 877 shares; 2025Q4: 3,365 shares; 2026Q1: 3,363 shares; 2026Q2: 3,448 shares 3,448 $1.09M 0.05% +85 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,987 shares; 2024Q4: 15,165 shares; 2025Q1: 18,073 shares; 2025Q2: 18,315 shares; 2025Q3: 18,347 shares; 2025Q4: 20,906 shares; 2026Q1: 20,490 shares; 2026Q2: 23,132 shares 23,132 $1.08M 0.05% +2,642 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,919 shares; 2024Q4: 14,263 shares; 2025Q1: 5,229 shares; 2025Q2: 6,525 shares; 2025Q3: 4,170 shares; 2025Q4: 5,243 shares; 2026Q1: 4,726 shares; 2026Q2: 6,849 shares 6,849 $1.08M 0.05% +2,123 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,900 shares; 2026Q2: 45,325 shares 45,325 $1.08M 0.05% +14,425 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,070 shares; 2026Q1: not reported; 2026Q2: 75,140 shares 75,140 $1.07M 0.05% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,228 shares; 2024Q4: 3,209 shares; 2025Q1: 2,624 shares; 2025Q2: 2,625 shares; 2025Q3: 2,582 shares; 2025Q4: 2,583 shares; 2026Q1: 2,529 shares; 2026Q2: 2,517 shares 2,517 $1.07M 0.05% -12 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,779 shares; 2024Q4: 24,060 shares; 2025Q1: 4,213 shares; 2025Q2: 4,872 shares; 2025Q3: 4,364 shares; 2025Q4: 10,984 shares; 2026Q1: 11,101 shares; 2026Q2: 10,321 shares 10,321 $1.07M 0.05% -780 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,213 shares; 2024Q4: 10,073 shares; 2025Q1: 11,054 shares; 2025Q2: 12,159 shares; 2025Q3: 12,364 shares; 2025Q4: 17,420 shares; 2026Q1: 6,854 shares; 2026Q2: 6,667 shares 6,667 $1.07M 0.05% -187 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,190 shares; 2024Q4: 20,840 shares; 2025Q1: 30,240 shares; 2025Q2: 29,140 shares; 2025Q3: 21,195 shares; 2025Q4: 28,070 shares; 2026Q1: 43,255 shares; 2026Q2: 34,025 shares 34,025 $1.07M 0.05% -9,230 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,678 shares; 2024Q4: 9,576 shares; 2025Q1: 10,550 shares; 2025Q2: 10,658 shares; 2025Q3: 10,997 shares; 2025Q4: 11,392 shares; 2026Q1: 1,411 shares; 2026Q2: 1,511 shares 1,511 $1.07M 0.05% +100 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,239 shares; 2024Q4: 61,164 shares; 2025Q1: 62,199 shares; 2025Q2: 61,228 shares; 2025Q3: 60,293 shares; 2025Q4: 67,814 shares; 2026Q1: 70,196 shares; 2026Q2: 77,684 shares 77,684 $1.07M 0.05% +7,488 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 1,017 shares; 2025Q1: 1,036 shares; 2025Q2: 752 shares; 2025Q3: 628 shares; 2025Q4: 1,041 shares; 2026Q1: 1,052 shares; 2026Q2: 1,098 shares 1,098 $1.06M 0.05% +46 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,919 shares; 2024Q4: 4,844 shares; 2025Q1: 5,593 shares; 2025Q2: 5,779 shares; 2025Q3: 3,536 shares; 2025Q4: 6,379 shares; 2026Q1: 15,037 shares; 2026Q2: 14,850 shares 14,850 $1.06M 0.05% -187 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,832 shares; 2024Q4: 36,297 shares; 2025Q1: 34,846 shares; 2025Q2: 34,885 shares; 2025Q3: 34,923 shares; 2025Q4: 32,215 shares; 2026Q1: 31,335 shares; 2026Q2: 30,700 shares 30,700 $1.06M 0.05% -635 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,514 shares; 2024Q4: 13,677 shares; 2025Q1: 6,793 shares; 2025Q2: 6,853 shares; 2025Q3: 6,917 shares; 2025Q4: 22,551 shares; 2026Q1: 22,385 shares; 2026Q2: 18,695 shares 18,695 $1.05M 0.05% -3,690 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 807 shares; 2025Q1: 1,905 shares; 2025Q2: 1,731 shares; 2025Q3: 1,677 shares; 2025Q4: 2,411 shares; 2026Q1: 1,119 shares; 2026Q2: 1,077 shares 1,077 $1.04M 0.05% -42 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771 shares; 2024Q4: 1,188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,646 shares; 2026Q1: 2,645 shares; 2026Q2: 2,645 shares 2,645 $1.04M 0.05% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,481 shares; 2024Q4: 8,794 shares; 2025Q1: 2,513 shares; 2025Q2: 4,244 shares; 2025Q3: 2,545 shares; 2025Q4: 2,383 shares; 2026Q1: 2,402 shares; 2026Q2: 1,763 shares 1,763 $1.04M 0.05% -639 Timeline PRTH PRIORITY TECHNOLOGY HLDGS IN More: the full row for PRIORITY TECHNOLOGY HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,700 shares; 2024Q4: 21,600 shares; 2025Q1: 21,500 shares; 2025Q2: 57,600 shares; 2025Q3: 71,000 shares; 2025Q4: 103,251 shares; 2026Q1: 133,060 shares; 2026Q2: 145,134 shares 145,134 $1.04M 0.05% +12,074 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,717 shares; 2024Q4: 2,290 shares; 2025Q1: 14,324 shares; 2025Q2: 14,750 shares; 2025Q3: 14,225 shares; 2025Q4: 18,998 shares; 2026Q1: 6,121 shares; 2026Q2: 6,023 shares 6,023 $1.03M 0.05% -98 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,931 shares; 2024Q4: 7,104 shares; 2025Q1: 7,081 shares; 2025Q2: 7,084 shares; 2025Q3: 7,377 shares; 2025Q4: 8,947 shares; 2026Q1: 8,237 shares; 2026Q2: 6,448 shares 6,448 $1.03M 0.05% -1,789 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,997 shares; 2024Q4: 50,207 shares; 2025Q1: 46,990 shares; 2025Q2: 52,949 shares; 2025Q3: 54,047 shares; 2025Q4: 94,528 shares; 2026Q1: 102,514 shares; 2026Q2: 105,953 shares 105,953 $1.03M 0.05% +3,439 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,472 shares; 2024Q4: 6,081 shares; 2025Q1: 5,622 shares; 2025Q2: 3,316 shares; 2025Q3: 3,084 shares; 2025Q4: 5,356 shares; 2026Q1: 4,873 shares; 2026Q2: 4,871 shares 4,871 $1.03M 0.05% -2 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,370 shares; 2024Q4: 5,245 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: not reported; 2025Q4: 12,029 shares; 2026Q1: 14,957 shares; 2026Q2: 11,060 shares 11,060 $1.01M 0.05% -3,897 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,369 shares; 2024Q4: 4,997 shares; 2025Q1: 4,890 shares; 2025Q2: 6,189 shares; 2025Q3: 6,950 shares; 2025Q4: 16,964 shares; 2026Q1: 10,073 shares; 2026Q2: 9,279 shares 9,279 $1.01M 0.05% -794 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,107 shares; 2026Q1: 51,155 shares; 2026Q2: 51,454 shares 51,454 $1.01M 0.05% +299 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,039 shares; 2026Q1: 8,098 shares; 2026Q2: 9,149 shares 9,149 $1.01M 0.05% +1,051 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,570 shares; 2024Q4: 19,920 shares; 2025Q1: 20,497 shares; 2025Q2: 18,197 shares; 2025Q3: 16,997 shares; 2025Q4: 17,222 shares; 2026Q1: 17,222 shares; 2026Q2: 15,820 shares 15,820 $1M 0.05% -1,402 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,912 shares; 2024Q4: 20,837 shares; 2025Q1: 20,622 shares; 2025Q2: 20,622 shares; 2025Q3: 20,622 shares; 2025Q4: 25,894 shares; 2026Q1: 20,622 shares; 2026Q2: 22,622 shares 22,622 $1M 0.05% +2,000 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,237 shares; 2024Q4: 2,090 shares; 2025Q1: 1,961 shares; 2025Q2: 1,902 shares; 2025Q3: 1,578 shares; 2025Q4: 3,392 shares; 2026Q1: 2,498 shares; 2026Q2: 3,330 shares 3,330 $1M 0.05% +832 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,078 shares; 2025Q3: 26,478 shares; 2025Q4: 30,726 shares; 2026Q1: 110,292 shares; 2026Q2: 104,766 shares 104,766 $999K 0.05% -5,526 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,795 shares; 2026Q1: 50,918 shares; 2026Q2: 50,788 shares 50,788 $992K 0.05% -130 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,386 shares; 2024Q4: 17,640 shares; 2025Q1: 20,704 shares; 2025Q2: 20,515 shares; 2025Q3: 17,760 shares; 2025Q4: 20,871 shares; 2026Q1: 21,964 shares; 2026Q2: 20,656 shares 20,656 $990K 0.05% -1,308 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,701 shares; 2024Q4: 2,910 shares; 2025Q1: 2,592 shares; 2025Q2: 2,692 shares; 2025Q3: 2,662 shares; 2025Q4: 2,733 shares; 2026Q1: 6,301 shares; 2026Q2: 6,596 shares 6,596 $988K 0.05% +295 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,265 shares; 2025Q3: 4,586 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,800 shares 19,800 $987K 0.05% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,231 shares; 2026Q1: 37,277 shares; 2026Q2: 48,458 shares 48,458 $986K 0.05% +11,181 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,299 shares 67,299 $985K 0.05% new Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,528 shares; 2026Q1: 20,506 shares; 2026Q2: 21,585 shares 21,585 $982K 0.05% +1,079 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 906 shares; 2025Q4: 5,026 shares; 2026Q1: 6,160 shares; 2026Q2: 5,800 shares 5,800 $974K 0.05% -360 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,084 shares; 2026Q1: not reported; 2026Q2: 9,815 shares 9,815 $962K 0.05% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,218 shares; 2024Q4: 13,641 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,372 shares; 2026Q1: 18,109 shares; 2026Q2: 51,803 shares 51,803 $961K 0.05% +33,694 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,065 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,079 shares; 2026Q1: 8,079 shares; 2026Q2: 20,597 shares 20,597 $957K 0.05% +12,518 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,610 shares; 2024Q4: 21,961 shares; 2025Q1: 23,064 shares; 2025Q2: 26,779 shares; 2025Q3: 22,021 shares; 2025Q4: 37,403 shares; 2026Q1: 32,887 shares; 2026Q2: 30,144 shares 30,144 $957K 0.05% -2,743 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,383 shares; 2026Q1: 54,761 shares; 2026Q2: 60,238 shares 60,238 $950K 0.05% +5,477 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,941 shares; 2024Q4: 17,268 shares; 2025Q1: 15,353 shares; 2025Q2: 15,204 shares; 2025Q3: 14,551 shares; 2025Q4: 21,531 shares; 2026Q1: 21,237 shares; 2026Q2: 19,442 shares 19,442 $950K 0.05% -1,795 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,904 shares; 2024Q4: 5,270 shares; 2025Q1: 5,213 shares; 2025Q2: 5,677 shares; 2025Q3: 5,165 shares; 2025Q4: 7,589 shares; 2026Q1: 6,516 shares; 2026Q2: 6,478 shares 6,478 $945K 0.05% -38 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,599 shares; 2024Q4: 6,838 shares; 2025Q1: 3,700 shares; 2025Q2: 3,584 shares; 2025Q3: 3,226 shares; 2025Q4: 22,556 shares; 2026Q1: 9,230 shares; 2026Q2: 11,007 shares 11,007 $942K 0.05% +1,777 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,399 shares; 2024Q4: 9,030 shares; 2025Q1: 8,422 shares; 2025Q2: 8,308 shares; 2025Q3: 5,949 shares; 2025Q4: 8,861 shares; 2026Q1: 15,410 shares; 2026Q2: 7,463 shares 7,463 $940K 0.05% -7,947 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,629 shares; 2024Q4: 13,641 shares; 2025Q1: 13,023 shares; 2025Q2: 97,522 shares; 2025Q3: 12,559 shares; 2025Q4: 12,913 shares; 2026Q1: 12,486 shares; 2026Q2: 12,460 shares 12,460 $937K 0.05% -26 Timeline ECO OKEANIS ECO TANKERS COR More: the full row for OKEANIS ECO TANKERS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,796 shares; 2026Q1: 18,646 shares; 2026Q2: 18,646 shares 18,646 $935K 0.04% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,136 shares 4,136 $934K 0.04% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,205 shares 4,205 $933K 0.04% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,984 shares; 2026Q1: 9,963 shares; 2026Q2: 10,148 shares 10,148 $930K 0.04% +185 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,207 shares; 2026Q1: 16,654 shares; 2026Q2: 16,769 shares 16,769 $929K 0.04% +115 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 547 shares; 2026Q2: 3,318 shares 3,318 $925K 0.04% +2,771 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,185 shares; 2026Q1: 5,898 shares; 2026Q2: 5,788 shares 5,788 $924K 0.04% -110 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 2,104 shares; 2026Q1: 2,303 shares; 2026Q2: 2,521 shares 2,521 $923K 0.04% +218 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 2,772 shares; 2025Q1: 3,186 shares; 2025Q2: 3,270 shares; 2025Q3: 2,750 shares; 2025Q4: 6,149 shares; 2026Q1: 6,031 shares; 2026Q2: 6,777 shares 6,777 $921K 0.04% +746 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,677 shares; 2026Q1: 11,807 shares; 2026Q2: 11,568 shares 11,568 $920K 0.04% -239 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,831 shares; 2026Q1: 23,385 shares; 2026Q2: 22,202 shares 22,202 $920K 0.04% -1,183 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,267 shares; 2026Q2: 1,311 shares 1,311 $918K 0.04% +44 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,016 shares; 2024Q4: 4,046 shares; 2025Q1: 4,588 shares; 2025Q2: 4,566 shares; 2025Q3: 4,746 shares; 2025Q4: 6,447 shares; 2026Q1: 3,489 shares; 2026Q2: 3,762 shares 3,762 $914K 0.04% +273 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,163 shares; 2026Q1: 34,889 shares; 2026Q2: 34,889 shares 34,889 $907K 0.04% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 879 shares; 2025Q4: 8,895 shares; 2026Q1: 3,013 shares; 2026Q2: 3,708 shares 3,708 $902K 0.04% +695 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,055 shares; 2024Q4: 5,980 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,600 shares; 2025Q4: 9,773 shares; 2026Q1: 9,714 shares; 2026Q2: 9,319 shares 9,319 $898K 0.04% -395 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,292 shares; 2026Q1: 21,295 shares; 2026Q2: 21,151 shares 21,151 $894K 0.04% -144 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,194 shares; 2026Q1: 63,698 shares; 2026Q2: 63,698 shares 63,698 $891K 0.04% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,074 shares; 2026Q1: 1,285 shares; 2026Q2: 1,284 shares 1,284 $889K 0.04% -1 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,423 shares; 2026Q1: 72,509 shares; 2026Q2: 81,351 shares 81,351 $888K 0.04% +8,842 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,468 shares 2,468 $888K 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,222 shares; 2024Q4: 2,361 shares; 2025Q1: 2,428 shares; 2025Q2: 2,342 shares; 2025Q3: 2,296 shares; 2025Q4: 2,599 shares; 2026Q1: 2,757 shares; 2026Q2: 2,816 shares 2,816 $884K 0.04% +59 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,704 shares; 2026Q2: 44,097 shares 44,097 $883K 0.04% -607 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,310 shares 13,310 $880K 0.04% new Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269,987 shares; 2026Q1: 149,372 shares; 2026Q2: 122,033 shares 122,033 $876K 0.04% -27,339 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,896 shares; 2026Q1: 22,735 shares; 2026Q2: 19,426 shares 19,426 $876K 0.04% -3,309 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,117 shares; 2025Q1: 5,076 shares; 2025Q2: 6,132 shares; 2025Q3: 8,410 shares; 2025Q4: 11,462 shares; 2026Q1: 10,582 shares; 2026Q2: 10,703 shares 10,703 $874K 0.04% +121 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 525 shares; 2026Q2: 1,419 shares 1,419 $872K 0.04% +894 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,377 shares; 2026Q1: 26,980 shares; 2026Q2: 16,446 shares 16,446 $871K 0.04% -10,534 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,053 shares; 2026Q1: 17,626 shares; 2026Q2: 16,951 shares 16,951 $870K 0.04% -675 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,584 shares; 2025Q3: not reported; 2025Q4: 6,942 shares; 2026Q1: 8,532 shares; 2026Q2: 13,137 shares 13,137 $865K 0.04% +4,605 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,026 shares; 2024Q4: 161,536 shares; 2025Q1: 197,071 shares; 2025Q2: 196,802 shares; 2025Q3: 235,036 shares; 2025Q4: 222,654 shares; 2026Q1: 85,520 shares; 2026Q2: 95,693 shares 95,693 $855K 0.04% +10,173 Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,537 shares; 2024Q4: 45,241 shares; 2025Q1: 47,260 shares; 2025Q2: 47,311 shares; 2025Q3: 47,954 shares; 2025Q4: 71,006 shares; 2026Q1: 80,211 shares; 2026Q2: 86,692 shares 86,692 $854K 0.04% +6,481 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,083 shares; 2024Q4: 4,073 shares; 2025Q1: 4,072 shares; 2025Q2: 4,037 shares; 2025Q3: 4,006 shares; 2025Q4: 6,485 shares; 2026Q1: 6,265 shares; 2026Q2: 6,297 shares 6,297 $852K 0.04% +32 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,155 shares; 2026Q2: 19,002 shares 19,002 $852K 0.04% -10,153 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,817 shares; 2026Q1: 38,243 shares; 2026Q2: 33,931 shares 33,931 $850K 0.04% -4,312 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,963 shares; 2024Q4: 2,164 shares; 2025Q1: 666 shares; 2025Q2: 1,158 shares; 2025Q3: 694 shares; 2025Q4: 1,074 shares; 2026Q1: 513 shares; 2026Q2: 496 shares 496 $850K 0.04% -17 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,824 shares 3,824 $850K 0.04% new Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,219 shares; 2026Q1: 19,452 shares; 2026Q2: 19,452 shares 19,452 $846K 0.04% 0 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,686 shares; 2026Q1: 8,606 shares; 2026Q2: 4,965 shares 4,965 $838K 0.04% -3,641 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,443 shares 11,443 $834K 0.04% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,701 shares; 2024Q4: 9,841 shares; 2025Q1: 9,699 shares; 2025Q2: 8,639 shares; 2025Q3: 7,568 shares; 2025Q4: 9,113 shares; 2026Q1: 8,770 shares; 2026Q2: 8,792 shares 8,792 $834K 0.04% +22 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,511 shares; 2024Q4: 4,047 shares; 2025Q1: 3,002 shares; 2025Q2: 2,952 shares; 2025Q3: 2,894 shares; 2025Q4: 6,725 shares; 2026Q1: 6,146 shares; 2026Q2: 6,270 shares 6,270 $832K 0.04% +124 Timeline GOOY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,206 shares; 2026Q1: 73,550 shares; 2026Q2: 62,612 shares 62,612 $831K 0.04% -10,938 Timeline BWLP BW LPG LTD More: the full row for BW LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,940 shares; 2026Q1: 47,565 shares; 2026Q2: 47,565 shares 47,565 $829K 0.04% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,406 shares; 2026Q1: 30,267 shares; 2026Q2: 31,969 shares 31,969 $817K 0.04% +1,702 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,118 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: 294 shares; 2025Q3: 385 shares; 2025Q4: 1,222 shares; 2026Q1: 920 shares; 2026Q2: 1,064 shares 1,064 $815K 0.04% +144 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,155 shares; 2026Q1: 17,895 shares; 2026Q2: 17,183 shares 17,183 $814K 0.04% -712 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,113 shares; 2024Q4: 7,795 shares; 2025Q1: 4,115 shares; 2025Q2: 3,786 shares; 2025Q3: 3,778 shares; 2025Q4: 25,421 shares; 2026Q1: 17,794 shares; 2026Q2: 6,409 shares 6,409 $809K 0.04% -11,385 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,208 shares; 2026Q1: 20,026 shares; 2026Q2: 20,369 shares 20,369 $806K 0.04% +343 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,001 shares; 2025Q1: 10,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: not reported; 2026Q1: 459,700 shares; 2026Q2: 536,202 shares 536,202 $804K 0.04% +76,502 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: not reported; 2025Q4: 71,900 shares; 2026Q1: 72,980 shares; 2026Q2: 84,025 shares 84,025 $804K 0.04% +11,045 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,584 shares; 2024Q4: 8,644 shares; 2025Q1: 9,064 shares; 2025Q2: 8,987 shares; 2025Q3: 9,048 shares; 2025Q4: 10,309 shares; 2026Q1: 8,823 shares; 2026Q2: 21,017 shares 21,017 $798K 0.04% +12,194 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,655 shares; 2025Q3: 10,865 shares; 2025Q4: 11,055 shares; 2026Q1: 5,360 shares; 2026Q2: 5,717 shares 5,717 $795K 0.04% +357 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,194 shares; 2026Q1: 34,814 shares; 2026Q2: 44,319 shares 44,319 $793K 0.04% +9,505 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,422 shares; 2024Q4: 7,320 shares; 2025Q1: 8,042 shares; 2025Q2: 7,994 shares; 2025Q3: 7,798 shares; 2025Q4: 11,916 shares; 2026Q1: 22,228 shares; 2026Q2: 8,194 shares 8,194 $792K 0.04% -14,034 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,172 shares; 2026Q1: 11,172 shares; 2026Q2: 12,172 shares 12,172 $791K 0.04% +1,000 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,429 shares; 2024Q4: 17,492 shares; 2025Q1: 17,842 shares; 2025Q2: 16,653 shares; 2025Q3: 4,229 shares; 2025Q4: 6,134 shares; 2026Q1: 6,432 shares; 2026Q2: 6,097 shares 6,097 $783K 0.04% -335 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,585 shares 23,585 $783K 0.04% new Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,800 shares; 2024Q4: 16,800 shares; 2025Q1: 16,800 shares; 2025Q2: 16,800 shares; 2025Q3: 16,800 shares; 2025Q4: 16,300 shares; 2026Q1: 17,895 shares; 2026Q2: 17,645 shares 17,645 $781K 0.04% -250 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,968 shares; 2026Q1: 3,969 shares; 2026Q2: 12,938 shares 12,938 $776K 0.04% +8,969 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,956 shares; 2024Q4: 6,442 shares; 2025Q1: 10,192 shares; 2025Q2: 10,227 shares; 2025Q3: 9,427 shares; 2025Q4: 13,042 shares; 2026Q1: 14,542 shares; 2026Q2: 13,616 shares 13,616 $772K 0.04% -926 Timeline SGRT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,500 shares 20,500 $769K 0.04% new Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,749 shares; 2024Q4: 22,740 shares; 2025Q1: 24,842 shares; 2025Q2: 25,458 shares; 2025Q3: 22,454 shares; 2025Q4: 23,712 shares; 2026Q1: 24,152 shares; 2026Q2: 31,162 shares 31,162 $766K 0.04% +7,010 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,886 shares; 2025Q2: 15,562 shares; 2025Q3: 16,164 shares; 2025Q4: 26,619 shares; 2026Q1: 29,198 shares; 2026Q2: 31,473 shares 31,473 $765K 0.04% +2,275 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 2,786 shares; 2025Q4: 6,925 shares; 2026Q1: 12,628 shares; 2026Q2: 8,037 shares 8,037 $758K 0.04% -4,591 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,186 shares; 2024Q4: 22,201 shares; 2025Q1: 22,417 shares; 2025Q2: 22,264 shares; 2025Q3: 22,080 shares; 2025Q4: 25,277 shares; 2026Q1: 17,457 shares; 2026Q2: 17,485 shares 17,485 $754K 0.04% +28 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,700 shares; 2024Q4: 227,200 shares; 2025Q1: 220,600 shares; 2025Q2: 202,800 shares; 2025Q3: 210,100 shares; 2025Q4: 183,000 shares; 2026Q1: 134,066 shares; 2026Q2: 151,451 shares 151,451 $751K 0.04% +17,385 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,935 shares; 2026Q1: 14,689 shares; 2026Q2: 14,540 shares 14,540 $750K 0.04% -149 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,138 shares; 2024Q4: 7,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,135 shares; 2025Q3: not reported; 2025Q4: 6,363 shares; 2026Q1: 8,030 shares; 2026Q2: 16,471 shares 16,471 $748K 0.04% +8,441 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,923 shares; 2024Q4: 2,920 shares; 2025Q1: 1,398 shares; 2025Q2: 1,646 shares; 2025Q3: 1,854 shares; 2025Q4: 4,594 shares; 2026Q1: 3,121 shares; 2026Q2: 3,381 shares 3,381 $748K 0.04% +260 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 3,045 shares; 2025Q4: 3,701 shares; 2026Q1: 10,529 shares; 2026Q2: 5,751 shares 5,751 $747K 0.04% -4,778 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,900 shares; 2024Q4: 13,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,961 shares; 2026Q1: 12,030 shares; 2026Q2: 11,780 shares 11,780 $746K 0.04% -250 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,308 shares; 2026Q1: 7,144 shares; 2026Q2: 17,322 shares 17,322 $744K 0.04% +10,178 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,311 shares; 2026Q1: 38,387 shares; 2026Q2: 34,112 shares 34,112 $742K 0.04% -4,275 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,450 shares; 2024Q4: 10,689 shares; 2025Q1: 5,389 shares; 2025Q2: 8,532 shares; 2025Q3: 8,822 shares; 2025Q4: 10,601 shares; 2026Q1: 10,513 shares; 2026Q2: 12,818 shares 12,818 $740K 0.04% +2,305 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,227 shares; 2024Q4: 14,859 shares; 2025Q1: 16,987 shares; 2025Q2: 18,895 shares; 2025Q3: 23,060 shares; 2025Q4: 53,236 shares; 2026Q1: 60,600 shares; 2026Q2: 64,341 shares 64,341 $740K 0.04% +3,741 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,799 shares; 2024Q4: 31,564 shares; 2025Q1: 30,009 shares; 2025Q2: 22,179 shares; 2025Q3: 21,940 shares; 2025Q4: 28,123 shares; 2026Q1: 23,154 shares; 2026Q2: 20,354 shares 20,354 $740K 0.04% -2,800 Timeline WHIRLPOOL CORP WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,698 shares 20,698 $739K 0.04% new UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,211 shares; 2024Q4: 7,054 shares; 2025Q1: 7,054 shares; 2025Q2: 14,454 shares; 2025Q3: 14,454 shares; 2025Q4: 28,316 shares; 2026Q1: 63,342 shares; 2026Q2: 25,852 shares 25,852 $737K 0.04% -37,490 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,145 shares; 2024Q4: 50,329 shares; 2025Q1: 52,405 shares; 2025Q2: 54,880 shares; 2025Q3: 56,268 shares; 2025Q4: 60,441 shares; 2026Q1: 65,883 shares; 2026Q2: 68,182 shares 68,182 $735K 0.04% +2,299 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,483 shares; 2024Q4: 12,871 shares; 2025Q1: 12,615 shares; 2025Q2: 6,138 shares; 2025Q3: 5,838 shares; 2025Q4: 8,761 shares; 2026Q1: 2,984 shares; 2026Q2: 3,882 shares 3,882 $729K 0.04% +898 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 1,753 shares; 2025Q1: 1,384 shares; 2025Q2: 1,412 shares; 2025Q3: 1,432 shares; 2025Q4: 2,548 shares; 2026Q1: 2,566 shares; 2026Q2: 2,684 shares 2,684 $723K 0.03% +118 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,334 shares; 2025Q1: 4,991 shares; 2025Q2: 4,991 shares; 2025Q3: 4,991 shares; 2025Q4: 6,405 shares; 2026Q1: 23,520 shares; 2026Q2: 7,503 shares 7,503 $721K 0.03% -16,017 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,352 shares; 2024Q4: 1,444 shares; 2025Q1: 1,448 shares; 2025Q2: 1,299 shares; 2025Q3: 1,239 shares; 2025Q4: 1,515 shares; 2026Q1: 1,404 shares; 2026Q2: 1,410 shares 1,410 $719K 0.03% +6 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,707 shares 37,707 $716K 0.03% new Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,595 shares; 2026Q1: 11,679 shares; 2026Q2: 11,679 shares 11,679 $711K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,372 shares; 2024Q4: 12,016 shares; 2025Q1: 12,417 shares; 2025Q2: 10,581 shares; 2025Q3: 9,432 shares; 2025Q4: 12,303 shares; 2026Q1: 12,363 shares; 2026Q2: 11,662 shares 11,662 $711K 0.03% -701 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,875 shares; 2024Q4: 5,044 shares; 2025Q1: 4,197 shares; 2025Q2: 4,094 shares; 2025Q3: 4,053 shares; 2025Q4: 4,011 shares; 2026Q1: 4,215 shares; 2026Q2: 4,206 shares 4,206 $711K 0.03% -9 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,198 shares; 2026Q1: 7,357 shares; 2026Q2: 21,089 shares 21,089 $710K 0.03% +13,732 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,547 shares; 2026Q1: 23,206 shares; 2026Q2: 16,251 shares 16,251 $710K 0.03% -6,955 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,376 shares 2,376 $709K 0.03% new Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,200 shares; 2025Q2: 140,646 shares; 2025Q3: 46,273 shares; 2025Q4: 153,562 shares; 2026Q1: 146,718 shares; 2026Q2: 115,049 shares 115,049 $705K 0.03% -31,669 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,610 shares; 2024Q4: 12,239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,689 shares; 2026Q1: 19,975 shares; 2026Q2: 19,975 shares 19,975 $705K 0.03% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,974 shares; 2024Q4: 4,583 shares; 2025Q1: 5,964 shares; 2025Q2: 5,816 shares; 2025Q3: 5,585 shares; 2025Q4: 11,076 shares; 2026Q1: 11,575 shares; 2026Q2: 8,582 shares 8,582 $703K 0.03% -2,993 Timeline