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: 191,770 shares; 2024Q4: 204,969 shares; 2025Q1: 192,827 shares; 2025Q2: 185,069 shares; 2025Q3: 187,529 shares; 2025Q4: 187,545 shares; 2026Q1: 189,912 shares; 2026Q2: 175,649 shares 175,649 $65M 4.17% -14,263 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 762,929 shares; 2024Q4: not reported; 2025Q1: 779,846 shares; 2025Q2: 859,109 shares; 2025Q3: 863,102 shares; 2025Q4: 870,306 shares; 2026Q1: 889,760 shares; 2026Q2: 887,786 shares 887,786 $62.2M 3.99% -1,974 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: 409,453 shares; 2024Q4: 1,731,835 shares; 2025Q1: 1,726,023 shares; 2025Q2: 1,851,661 shares; 2025Q3: 1,900,128 shares; 2025Q4: 1,661,436 shares; 2026Q1: 1,735,481 shares; 2026Q2: 1,771,594 shares 1,771,594 $60M 3.85% +36,113 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: 506,638 shares; 2024Q4: 1,633,114 shares; 2025Q1: 1,713,584 shares; 2025Q2: 1,825,823 shares; 2025Q3: 1,884,735 shares; 2025Q4: 1,689,595 shares; 2026Q1: 1,725,673 shares; 2026Q2: 1,816,438 shares 1,816,438 $57.6M 3.7% +90,765 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,980 shares; 2024Q4: 1,180,899 shares; 2025Q1: 1,231,419 shares; 2025Q2: 1,277,120 shares; 2025Q3: 1,307,726 shares; 2025Q4: 1,257,287 shares; 2026Q1: 1,306,516 shares; 2026Q2: 1,332,666 shares 1,332,666 $39.2M 2.52% +26,150 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: 199,415 shares; 2024Q4: 209,964 shares; 2025Q1: 214,528 shares; 2025Q2: 219,635 shares; 2025Q3: 232,805 shares; 2025Q4: 251,490 shares; 2026Q1: 324,426 shares; 2026Q2: 347,719 shares 347,719 $34.4M 2.21% +23,293 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: 120,115 shares; 2024Q4: 127,608 shares; 2025Q1: 124,283 shares; 2025Q2: 146,860 shares; 2025Q3: 159,101 shares; 2025Q4: 107,327 shares; 2026Q1: 109,644 shares; 2026Q2: 108,886 shares 108,886 $31.5M 2.02% -758 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: 403,960 shares; 2024Q4: 888,044 shares; 2025Q1: 945,912 shares; 2025Q2: 969,524 shares; 2025Q3: 997,407 shares; 2025Q4: 975,483 shares; 2026Q1: 996,300 shares; 2026Q2: 1,023,348 shares 1,023,348 $28.3M 1.82% +27,048 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: 458,530 shares; 2024Q4: 449,162 shares; 2025Q1: 480,742 shares; 2025Q2: 491,611 shares; 2025Q3: 517,315 shares; 2025Q4: 523,025 shares; 2026Q1: 527,133 shares; 2026Q2: 558,029 shares 558,029 $25.4M 1.63% +30,896 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: 20,525 shares; 2024Q4: 20,866 shares; 2025Q1: 28,233 shares; 2025Q2: 31,428 shares; 2025Q3: 33,521 shares; 2025Q4: 28,016 shares; 2026Q1: 30,670 shares; 2026Q2: 32,058 shares 32,058 $23.6M 1.52% +1,388 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,154 shares; 2024Q4: 524,465 shares; 2025Q1: 555,687 shares; 2025Q2: 583,102 shares; 2025Q3: 603,359 shares; 2025Q4: 571,325 shares; 2026Q1: 585,190 shares; 2026Q2: 600,008 shares 600,008 $21.7M 1.39% +14,818 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: 17,839 shares; 2024Q4: 17,845 shares; 2025Q1: 22,893 shares; 2025Q2: 30,492 shares; 2025Q3: 31,004 shares; 2025Q4: 27,397 shares; 2026Q1: 29,324 shares; 2026Q2: 30,711 shares 30,711 $21.1M 1.35% +1,387 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,104 shares; 2024Q4: 435,458 shares; 2025Q1: 444,401 shares; 2025Q2: 460,791 shares; 2025Q3: 483,203 shares; 2025Q4: 493,688 shares; 2026Q1: 512,638 shares; 2026Q2: 532,256 shares 532,256 $21M 1.35% +19,618 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: 163,291 shares; 2024Q4: 171,213 shares; 2025Q1: 181,177 shares; 2025Q2: 175,498 shares; 2025Q3: 188,627 shares; 2025Q4: 192,406 shares; 2026Q1: 190,166 shares; 2026Q2: 192,864 shares 192,864 $18.6M 1.19% +2,698 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: 57,781 shares; 2024Q4: 58,472 shares; 2025Q1: 70,056 shares; 2025Q2: 81,279 shares; 2025Q3: 83,755 shares; 2025Q4: 82,766 shares; 2026Q1: 90,731 shares; 2026Q2: 90,838 shares 90,838 $17.1M 1.1% +107 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,815 shares; 2024Q4: 184,779 shares; 2025Q1: 203,473 shares; 2025Q2: 198,659 shares; 2025Q3: 194,651 shares; 2025Q4: 197,760 shares; 2026Q1: 173,014 shares; 2026Q2: 176,803 shares 176,803 $16.9M 1.09% +3,789 Timeline SCHK 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: 145,742 shares; 2024Q4: 303,389 shares; 2025Q1: 340,144 shares; 2025Q2: 394,821 shares; 2025Q3: 411,347 shares; 2025Q4: 413,934 shares; 2026Q1: 449,422 shares; 2026Q2: 466,270 shares 466,270 $16.8M 1.08% +16,848 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,647 shares; 2024Q4: 226,550 shares; 2025Q1: 237,465 shares; 2025Q2: 245,792 shares; 2025Q3: 260,030 shares; 2025Q4: 271,521 shares; 2026Q1: 286,926 shares; 2026Q2: 309,591 shares 309,591 $15.7M 1.01% +22,665 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,755 shares; 2024Q4: 239,123 shares; 2025Q1: 193,999 shares; 2025Q2: 260,704 shares; 2025Q3: 272,245 shares; 2025Q4: 77,862 shares; 2026Q1: 79,249 shares; 2026Q2: 75,276 shares 75,276 $15.1M 0.97% -3,973 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,958 shares; 2024Q4: 97,160 shares; 2025Q1: 94,720 shares; 2025Q2: 111,497 shares; 2025Q3: 118,306 shares; 2025Q4: 117,673 shares; 2026Q1: 126,236 shares; 2026Q2: 134,115 shares 134,115 $14.8M 0.95% +7,879 Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 459,550 shares; 2025Q2: 394,464 shares; 2025Q3: 394,464 shares; 2025Q4: 396,909 shares; 2026Q1: 396,630 shares; 2026Q2: 397,235 shares 397,235 $14.1M 0.9% +605 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: 134,431 shares; 2024Q4: 134,687 shares; 2025Q1: 166,364 shares; 2025Q2: 177,409 shares; 2025Q3: 172,339 shares; 2025Q4: 175,487 shares; 2026Q1: 200,135 shares; 2026Q2: 337,901 shares 337,901 $13.9M 0.89% +137,766 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: 18,775 shares; 2024Q4: 18,610 shares; 2025Q1: 18,551 shares; 2025Q2: 21,835 shares; 2025Q3: 22,992 shares; 2025Q4: 16,251 shares; 2026Q1: 16,453 shares; 2026Q2: 16,927 shares 16,927 $12.7M 0.81% +474 Timeline SCHE 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: 239,746 shares; 2024Q4: 255,790 shares; 2025Q1: 279,035 shares; 2025Q2: 285,937 shares; 2025Q3: 295,278 shares; 2025Q4: 304,716 shares; 2026Q1: 322,826 shares; 2026Q2: 339,687 shares 339,687 $12.3M 0.79% +16,861 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: 127,426 shares; 2024Q4: 136,494 shares; 2025Q1: 144,501 shares; 2025Q2: 171,742 shares; 2025Q3: 174,398 shares; 2025Q4: 161,302 shares; 2026Q1: 171,128 shares; 2026Q2: 172,820 shares 172,820 $12.3M 0.79% +1,692 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: 24,799 shares; 2024Q4: 37,686 shares; 2025Q1: 25,208 shares; 2025Q2: 45,053 shares; 2025Q3: 52,258 shares; 2025Q4: 29,954 shares; 2026Q1: 29,828 shares; 2026Q2: 32,945 shares 32,945 $12.3M 0.79% +3,117 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: 75,617 shares; 2024Q4: 61,329 shares; 2025Q1: 77,970 shares; 2025Q2: 82,061 shares; 2025Q3: 85,800 shares; 2025Q4: 51,419 shares; 2026Q1: 52,006 shares; 2026Q2: 51,478 shares 51,478 $12.2M 0.78% -528 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,793 shares; 2024Q4: 15,971 shares; 2025Q1: 19,297 shares; 2025Q2: 20,340 shares; 2025Q3: 17,793 shares; 2025Q4: 16,309 shares; 2026Q1: 14,814 shares; 2026Q2: 15,935 shares 15,935 $11.9M 0.76% +1,121 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: 36,025 shares; 2024Q4: 28,529 shares; 2025Q1: 33,648 shares; 2025Q2: 34,667 shares; 2025Q3: 33,457 shares; 2025Q4: 28,665 shares; 2026Q1: 27,339 shares; 2026Q2: 27,409 shares 27,409 $11.5M 0.74% +70 Timeline SCHM 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: 85,616 shares; 2024Q4: 268,405 shares; 2025Q1: 286,818 shares; 2025Q2: 296,663 shares; 2025Q3: 307,070 shares; 2025Q4: 270,151 shares; 2026Q1: 293,309 shares; 2026Q2: 309,216 shares 309,216 $11.4M 0.73% +15,907 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,450 shares; 2026Q2: 138,410 shares 138,410 $11.4M 0.73% +33,960 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,904 shares; 2024Q4: 245,962 shares; 2025Q1: 267,039 shares; 2025Q2: 280,030 shares; 2025Q3: 286,807 shares; 2025Q4: 288,179 shares; 2026Q1: 273,060 shares; 2026Q2: 263,577 shares 263,577 $11.2M 0.72% -9,483 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: 49,763 shares; 2024Q4: 80,842 shares; 2025Q1: 54,880 shares; 2025Q2: 100,060 shares; 2025Q3: 107,649 shares; 2025Q4: 45,360 shares; 2026Q1: 43,728 shares; 2026Q2: 43,388 shares 43,388 $10.3M 0.66% -340 Timeline SCHC 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: 162,091 shares; 2024Q4: 178,087 shares; 2025Q1: 194,446 shares; 2025Q2: 199,361 shares; 2025Q3: 201,768 shares; 2025Q4: 211,310 shares; 2026Q1: 210,438 shares; 2026Q2: 213,083 shares 213,083 $10.3M 0.66% +2,645 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: 67,510 shares; 2024Q4: 69,310 shares; 2025Q1: 67,823 shares; 2025Q2: 74,041 shares; 2025Q3: 75,945 shares; 2025Q4: 66,498 shares; 2026Q1: 67,120 shares; 2026Q2: 71,880 shares 71,880 $9.83M 0.63% +4,760 Timeline JSCP 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: 4,465 shares; 2025Q1: 15,396 shares; 2025Q2: 45,473 shares; 2025Q3: 121,461 shares; 2025Q4: 144,378 shares; 2026Q1: 185,467 shares; 2026Q2: 189,754 shares 189,754 $8.95M 0.57% +4,287 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 604,245 shares; 2025Q2: 589,090 shares; 2025Q3: 575,605 shares; 2025Q4: 510,590 shares; 2026Q1: 510,245 shares; 2026Q2: 510,245 shares 510,245 $8.86M 0.57% 0 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: 20,139 shares; 2024Q4: 10,865 shares; 2025Q1: 22,447 shares; 2025Q2: 21,124 shares; 2025Q3: 18,934 shares; 2025Q4: 16,298 shares; 2026Q1: 17,671 shares; 2026Q2: 17,620 shares 17,620 $8.82M 0.57% -51 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: 8,254 shares; 2024Q4: 8,557 shares; 2025Q1: 11,428 shares; 2025Q2: 13,344 shares; 2025Q3: 14,239 shares; 2025Q4: 14,371 shares; 2026Q1: 15,631 shares; 2026Q2: 16,516 shares 16,516 $8.63M 0.55% +885 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: 102,602 shares; 2024Q4: not reported; 2025Q1: 109,004 shares; 2025Q2: 90,841 shares; 2025Q3: 100,658 shares; 2025Q4: 102,029 shares; 2026Q1: 99,994 shares; 2026Q2: 104,211 shares 104,211 $8.28M 0.53% +4,217 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328,205 shares; 2025Q2: 299,900 shares; 2025Q3: 299,900 shares; 2025Q4: 336,900 shares; 2026Q1: 387,750 shares; 2026Q2: 387,650 shares 387,650 $7.96M 0.51% -100 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: 6,578 shares; 2024Q4: 4,810 shares; 2025Q1: 6,845 shares; 2025Q2: 6,821 shares; 2025Q3: 7,401 shares; 2025Q4: 7,403 shares; 2026Q1: 7,688 shares; 2026Q2: 66,507 shares 66,507 $7.95M 0.51% +58,819 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: 40,591 shares; 2024Q4: 62,428 shares; 2025Q1: 75,445 shares; 2025Q2: 70,342 shares; 2025Q3: 74,008 shares; 2025Q4: 81,573 shares; 2026Q1: 82,614 shares; 2026Q2: 70,323 shares 70,323 $7.76M 0.5% -12,291 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: 99,542 shares; 2024Q4: 106,500 shares; 2025Q1: 112,324 shares; 2025Q2: 119,821 shares; 2025Q3: 131,644 shares; 2025Q4: 122,346 shares; 2026Q1: 127,379 shares; 2026Q2: 129,754 shares 129,754 $7.74M 0.5% +2,375 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: 16,538 shares; 2024Q4: 15,896 shares; 2025Q1: 19,397 shares; 2025Q2: 24,122 shares; 2025Q3: 26,479 shares; 2025Q4: 19,376 shares; 2026Q1: 20,857 shares; 2026Q2: 21,265 shares 21,265 $7.6M 0.49% +408 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,552 shares; 2024Q4: 171,098 shares; 2025Q1: 271,964 shares; 2025Q2: 267,310 shares; 2025Q3: 269,702 shares; 2025Q4: 276,022 shares; 2026Q1: 284,006 shares; 2026Q2: 300,275 shares 300,275 $7.31M 0.47% +16,269 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: 10,764 shares; 2024Q4: 16,399 shares; 2025Q1: 11,041 shares; 2025Q2: 21,053 shares; 2025Q3: 26,137 shares; 2025Q4: 15,849 shares; 2026Q1: 16,454 shares; 2026Q2: 19,288 shares 19,288 $7.29M 0.47% +2,834 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,904 shares; 2024Q4: 139,761 shares; 2025Q1: 147,969 shares; 2025Q2: 188,141 shares; 2025Q3: 201,166 shares; 2025Q4: 215,172 shares; 2026Q1: 246,509 shares; 2026Q2: 303,669 shares 303,669 $7.02M 0.45% +57,160 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: 46,201 shares; 2024Q4: 141,005 shares; 2025Q1: 162,796 shares; 2025Q2: 171,749 shares; 2025Q3: 187,902 shares; 2025Q4: 182,431 shares; 2026Q1: 192,671 shares; 2026Q2: 197,107 shares 197,107 $6.86M 0.44% +4,436 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,407 shares; 2025Q3: 13,903 shares; 2025Q4: 13,363 shares; 2026Q1: 20,708 shares; 2026Q2: 75,685 shares 75,685 $6.77M 0.43% +54,977 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,128 shares; 2024Q4: 74,031 shares; 2025Q1: 78,761 shares; 2025Q2: 77,139 shares; 2025Q3: 79,189 shares; 2025Q4: 81,164 shares; 2026Q1: 113,577 shares; 2026Q2: 117,357 shares 117,357 $6.63M 0.43% +3,780 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: 22,744 shares; 2024Q4: 24,520 shares; 2025Q1: 27,862 shares; 2025Q2: 34,169 shares; 2025Q3: 36,822 shares; 2025Q4: 26,514 shares; 2026Q1: 24,398 shares; 2026Q2: 18,682 shares 18,682 $6.6M 0.42% -5,716 Timeline FNDX 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: 62,946 shares; 2024Q4: not reported; 2025Q1: 180,533 shares; 2025Q2: 164,930 shares; 2025Q3: 117,504 shares; 2025Q4: 149,389 shares; 2026Q1: 179,863 shares; 2026Q2: 208,983 shares 208,983 $6.5M 0.42% +29,120 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,917 shares; 2025Q4: 48,369 shares; 2026Q1: 89,684 shares; 2026Q2: 128,621 shares 128,621 $6.5M 0.42% +38,937 Timeline SCHB 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: 111,697 shares; 2024Q4: 328,102 shares; 2025Q1: 345,938 shares; 2025Q2: 320,591 shares; 2025Q3: 330,767 shares; 2025Q4: 217,479 shares; 2026Q1: 215,260 shares; 2026Q2: 217,367 shares 217,367 $6.29M 0.4% +2,107 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: 3,167 shares; 2024Q4: 3,378 shares; 2025Q1: 4,654 shares; 2025Q2: 5,483 shares; 2025Q3: 17,123 shares; 2025Q4: 69,325 shares; 2026Q1: 43,070 shares; 2026Q2: 61,816 shares 61,816 $6.23M 0.4% +18,746 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: 34,392 shares; 2024Q4: 30,902 shares; 2025Q1: 32,600 shares; 2025Q2: 37,547 shares; 2025Q3: 43,147 shares; 2025Q4: 21,937 shares; 2026Q1: 21,324 shares; 2026Q2: 24,186 shares 24,186 $6.14M 0.39% +2,862 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: 4,407 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99,922 shares 99,922 $5.89M 0.38% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,143 shares; 2026Q1: 129,853 shares; 2026Q2: 145,792 shares 145,792 $5.78M 0.37% +15,939 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: 42,538 shares; 2024Q4: 40,748 shares; 2025Q1: 40,034 shares; 2025Q2: 68,124 shares; 2025Q3: 65,450 shares; 2025Q4: 67,098 shares; 2026Q1: 71,869 shares; 2026Q2: 65,787 shares 65,787 $5.62M 0.36% -6,082 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,105 shares; 2024Q4: 36,415 shares; 2025Q1: 47,944 shares; 2025Q2: 47,984 shares; 2025Q3: 46,222 shares; 2025Q4: 39,855 shares; 2026Q1: 30,800 shares; 2026Q2: 30,391 shares 30,391 $5.62M 0.36% -409 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,081 shares; 2024Q4: not reported; 2025Q1: 80,041 shares; 2025Q2: 111,885 shares; 2025Q3: 95,145 shares; 2025Q4: 99,185 shares; 2026Q1: 97,006 shares; 2026Q2: 98,699 shares 98,699 $5.53M 0.36% +1,693 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: 15,802 shares; 2024Q4: 19,781 shares; 2025Q1: 22,262 shares; 2025Q2: 29,472 shares; 2025Q3: 32,005 shares; 2025Q4: 110,789 shares; 2026Q1: 114,290 shares; 2026Q2: 127,084 shares 127,084 $5.48M 0.35% +12,794 Timeline JOET 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: 48,627 shares; 2024Q4: 64,466 shares; 2025Q1: 90,011 shares; 2025Q2: 90,884 shares; 2025Q3: 100,517 shares; 2025Q4: 107,264 shares; 2026Q1: 117,379 shares; 2026Q2: 110,118 shares 110,118 $5.1M 0.33% -7,261 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: 43,910 shares; 2024Q4: 19,097 shares; 2025Q1: 63,942 shares; 2025Q2: 60,759 shares; 2025Q3: 79,956 shares; 2025Q4: 124,662 shares; 2026Q1: 95,325 shares; 2026Q2: 98,105 shares 98,105 $4.96M 0.32% +2,780 Timeline BLV 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: 25,016 shares; 2024Q4: 31,574 shares; 2025Q1: 31,930 shares; 2025Q2: 41,588 shares; 2025Q3: 48,634 shares; 2025Q4: 53,798 shares; 2026Q1: 62,004 shares; 2026Q2: 70,909 shares 70,909 $4.89M 0.31% +8,905 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: 20,482 shares; 2024Q4: 19,689 shares; 2025Q1: 19,701 shares; 2025Q2: 20,537 shares; 2025Q3: 19,905 shares; 2025Q4: 19,291 shares; 2026Q1: 19,929 shares; 2026Q2: 20,019 shares 20,019 $4.85M 0.31% +90 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: 20,172 shares; 2024Q4: 21,059 shares; 2025Q1: 16,666 shares; 2025Q2: 15,803 shares; 2025Q3: 22,395 shares; 2025Q4: 22,645 shares; 2026Q1: 23,817 shares; 2026Q2: 22,245 shares 22,245 $4.85M 0.31% -1,572 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,191 shares; 2026Q1: 40,736 shares; 2026Q2: 54,150 shares 54,150 $4.81M 0.31% +13,414 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: 15,683 shares; 2024Q4: 16,746 shares; 2025Q1: 16,868 shares; 2025Q2: 20,686 shares; 2025Q3: 23,466 shares; 2025Q4: 12,804 shares; 2026Q1: 12,934 shares; 2026Q2: 14,600 shares 14,600 $4.78M 0.31% +1,666 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,316 shares; 2024Q4: not reported; 2025Q1: 207,870 shares; 2025Q2: 197,786 shares; 2025Q3: 191,426 shares; 2025Q4: 197,626 shares; 2026Q1: 102,096 shares; 2026Q2: 138,026 shares 138,026 $4.78M 0.31% +35,930 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: 55,847 shares; 2024Q4: 56,476 shares; 2025Q1: 57,043 shares; 2025Q2: 56,561 shares; 2025Q3: 54,650 shares; 2025Q4: 54,515 shares; 2026Q1: 57,256 shares; 2026Q2: 56,920 shares 56,920 $4.61M 0.3% -336 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,206 shares; 2024Q4: 41,178 shares; 2025Q1: 38,248 shares; 2025Q2: 37,658 shares; 2025Q3: 38,276 shares; 2025Q4: 38,488 shares; 2026Q1: 40,504 shares; 2026Q2: 40,003 shares 40,003 $4.6M 0.29% -501 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: 2,269 shares; 2024Q4: 3,328 shares; 2025Q1: 3,312 shares; 2025Q2: 3,300 shares; 2025Q3: 3,996 shares; 2025Q4: 2,835 shares; 2026Q1: 6,592 shares; 2026Q2: 6,329 shares 6,329 $4.58M 0.29% -263 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: not reported; 2026Q2: 36,508 shares 36,508 $4.55M 0.29% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,063 shares; 2025Q3: 31,969 shares; 2025Q4: 73,785 shares; 2026Q1: 121,558 shares; 2026Q2: 119,705 shares 119,705 $4.49M 0.29% -1,853 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: 32,210 shares; 2024Q4: 37,302 shares; 2025Q1: 35,366 shares; 2025Q2: 42,100 shares; 2025Q3: 35,440 shares; 2025Q4: 84,080 shares; 2026Q1: 135,520 shares; 2026Q2: 57,326 shares 57,326 $4.47M 0.29% -78,194 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: 27,188 shares; 2025Q2: 29,485 shares; 2025Q3: 29,691 shares; 2025Q4: 31,075 shares; 2026Q1: 32,427 shares; 2026Q2: 33,283 shares 33,283 $4.43M 0.28% +856 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,651 shares; 2024Q4: 70,651 shares; 2025Q1: 69,991 shares; 2025Q2: 69,991 shares; 2025Q3: 69,991 shares; 2025Q4: 69,991 shares; 2026Q1: 69,991 shares; 2026Q2: 69,991 shares 69,991 $4.27M 0.27% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,857 shares; 2024Q4: 43,718 shares; 2025Q1: 46,593 shares; 2025Q2: 47,957 shares; 2025Q3: 51,739 shares; 2025Q4: 57,705 shares; 2026Q1: 69,891 shares; 2026Q2: 84,317 shares 84,317 $4.26M 0.27% +14,426 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: 29,728 shares; 2024Q4: 74,359 shares; 2025Q1: 73,389 shares; 2025Q2: 71,005 shares; 2025Q3: 75,488 shares; 2025Q4: 73,638 shares; 2026Q1: 73,610 shares; 2026Q2: 74,674 shares 74,674 $4.25M 0.27% +1,064 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,419 shares; 2024Q4: 92,333 shares; 2025Q1: 95,837 shares; 2025Q2: 99,583 shares; 2025Q3: 101,539 shares; 2025Q4: 101,598 shares; 2026Q1: 98,798 shares; 2026Q2: 98,006 shares 98,006 $4.19M 0.27% -792 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: 49,417 shares; 2024Q4: 25,267 shares; 2025Q1: 50,536 shares; 2025Q2: 55,821 shares; 2025Q3: 51,997 shares; 2025Q4: 49,388 shares; 2026Q1: 49,376 shares; 2026Q2: 51,223 shares 51,223 $4.16M 0.27% +1,847 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: 37,215 shares; 2024Q4: 39,165 shares; 2025Q1: 42,289 shares; 2025Q2: 42,934 shares; 2025Q3: 48,586 shares; 2025Q4: 57,309 shares; 2026Q1: 52,609 shares; 2026Q2: 48,284 shares 48,284 $4.01M 0.26% -4,325 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: 7,807 shares; 2024Q4: 6,510 shares; 2025Q1: 7,863 shares; 2025Q2: 8,835 shares; 2025Q3: 10,043 shares; 2025Q4: 8,118 shares; 2026Q1: 9,719 shares; 2026Q2: 11,210 shares 11,210 $3.95M 0.25% +1,491 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: 2,375 shares; 2024Q4: 2,315 shares; 2025Q1: 2,549 shares; 2025Q2: 3,472 shares; 2025Q3: 4,064 shares; 2025Q4: 2,420 shares; 2026Q1: 2,519 shares; 2026Q2: 3,290 shares 3,290 $3.95M 0.25% +771 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: 8,955 shares; 2024Q4: not reported; 2025Q1: 6,271 shares; 2025Q2: 6,624 shares; 2025Q3: 11,133 shares; 2025Q4: 11,860 shares; 2026Q1: 13,433 shares; 2026Q2: 15,311 shares 15,311 $3.91M 0.25% +1,878 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 53,144 shares 53,144 $3.82M 0.25% new 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: 5,124 shares; 2024Q4: 14,592 shares; 2025Q1: 6,489 shares; 2025Q2: 16,543 shares; 2025Q3: 17,228 shares; 2025Q4: 7,315 shares; 2026Q1: 6,912 shares; 2026Q2: 6,717 shares 6,717 $3.78M 0.24% -195 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS 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: 38,700 shares; 2026Q2: 75,643 shares 75,643 $3.68M 0.24% +36,943 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: 35,051 shares; 2024Q4: 24,111 shares; 2025Q1: 41,692 shares; 2025Q2: 60,188 shares; 2025Q3: 56,952 shares; 2025Q4: 35,088 shares; 2026Q1: 31,156 shares; 2026Q2: 31,104 shares 31,104 $3.63M 0.23% -52 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: 27,863 shares; 2024Q4: 20,695 shares; 2025Q1: 28,026 shares; 2025Q2: 28,611 shares; 2025Q3: 30,629 shares; 2025Q4: 20,793 shares; 2026Q1: 21,797 shares; 2026Q2: 24,380 shares 24,380 $3.57M 0.23% +2,583 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,680 shares; 2024Q4: 63,851 shares; 2025Q1: 63,843 shares; 2025Q2: 63,378 shares; 2025Q3: 63,108 shares; 2025Q4: 63,108 shares; 2026Q1: 62,476 shares; 2026Q2: 62,406 shares 62,406 $3.51M 0.23% -70 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: 119,231 shares; 2024Q4: 115,153 shares; 2025Q1: 105,145 shares; 2025Q2: 92,084 shares; 2025Q3: 86,844 shares; 2025Q4: 77,510 shares; 2026Q1: 50,219 shares; 2026Q2: 46,153 shares 46,153 $3.48M 0.22% -4,066 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: 32,419 shares; 2024Q4: 25,535 shares; 2025Q1: 32,089 shares; 2025Q2: 29,522 shares; 2025Q3: 31,809 shares; 2025Q4: 25,500 shares; 2026Q1: 26,590 shares; 2026Q2: 26,862 shares 26,862 $3.45M 0.22% +272 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: 7,943 shares; 2024Q4: 3,538 shares; 2025Q1: 8,366 shares; 2025Q2: 8,134 shares; 2025Q3: 8,077 shares; 2025Q4: 8,215 shares; 2026Q1: 8,401 shares; 2026Q2: 9,350 shares 9,350 $3.44M 0.22% +949 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: 27,647 shares; 2024Q4: 15,544 shares; 2025Q1: 28,656 shares; 2025Q2: 32,371 shares; 2025Q3: 35,430 shares; 2025Q4: 29,124 shares; 2026Q1: 30,934 shares; 2026Q2: 30,337 shares 30,337 $3.44M 0.22% -597 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,330 shares; 2024Q4: 35,214 shares; 2025Q1: 52,924 shares; 2025Q2: 44,483 shares; 2025Q3: 51,459 shares; 2025Q4: 53,342 shares; 2026Q1: 62,637 shares; 2026Q2: 66,410 shares 66,410 $3.4M 0.22% +3,773 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: 10,237 shares; 2024Q4: 5,657 shares; 2025Q1: 10,370 shares; 2025Q2: 11,000 shares; 2025Q3: 12,342 shares; 2025Q4: 12,278 shares; 2026Q1: 11,917 shares; 2026Q2: 11,967 shares 11,967 $3.37M 0.22% +50 Timeline SLDR 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: 74,455 shares; 2026Q2: 66,995 shares 66,995 $3.34M 0.21% -7,460 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: 18,489 shares; 2024Q4: 19,351 shares; 2025Q1: 19,195 shares; 2025Q2: 22,974 shares; 2025Q3: 24,053 shares; 2025Q4: 10,409 shares; 2026Q1: 9,876 shares; 2026Q2: 13,093 shares 13,093 $3.29M 0.21% +3,217 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,452 shares; 2024Q4: 11,383 shares; 2025Q1: 21,242 shares; 2025Q2: 26,765 shares; 2025Q3: 29,269 shares; 2025Q4: 21,623 shares; 2026Q1: 21,042 shares; 2026Q2: 25,597 shares 25,597 $3.27M 0.21% +4,555 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,869 shares; 2025Q4: 50,290 shares; 2026Q1: 57,259 shares; 2026Q2: 65,307 shares 65,307 $3.25M 0.21% +8,048 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: 29,826 shares; 2024Q4: 24,957 shares; 2025Q1: 29,571 shares; 2025Q2: 34,100 shares; 2025Q3: 33,618 shares; 2025Q4: 34,692 shares; 2026Q1: 35,564 shares; 2026Q2: 38,619 shares 38,619 $3.23M 0.21% +3,055 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,061 shares; 2024Q4: not reported; 2025Q1: 112,439 shares; 2025Q2: 99,646 shares; 2025Q3: 110,791 shares; 2025Q4: 126,347 shares; 2026Q1: 94,280 shares; 2026Q2: 99,549 shares 99,549 $3.23M 0.21% +5,269 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: 7,122 shares; 2024Q4: 5,025 shares; 2025Q1: 5,901 shares; 2025Q2: 10,029 shares; 2025Q3: 10,975 shares; 2025Q4: 6,722 shares; 2026Q1: 6,493 shares; 2026Q2: 37,199 shares 37,199 $3.2M 0.21% +30,706 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: 14,503 shares; 2024Q4: 8,705 shares; 2025Q1: 15,499 shares; 2025Q2: 16,052 shares; 2025Q3: 18,682 shares; 2025Q4: 16,689 shares; 2026Q1: 16,835 shares; 2026Q2: 19,210 shares 19,210 $3.18M 0.2% +2,375 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: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 2,059 shares; 2025Q3: 2,460 shares; 2025Q4: 2,603 shares; 2026Q1: 2,407 shares; 2026Q2: 2,695 shares 2,695 $3.17M 0.2% +288 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: 23,073 shares; 2024Q4: 15,203 shares; 2025Q1: 21,372 shares; 2025Q2: 29,581 shares; 2025Q3: 31,992 shares; 2025Q4: 27,913 shares; 2026Q1: 22,194 shares; 2026Q2: 26,953 shares 26,953 $3.17M 0.2% +4,759 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: not reported; 2024Q4: not reported; 2025Q1: 47,720 shares; 2025Q2: 47,683 shares; 2025Q3: 47,691 shares; 2025Q4: 49,520 shares; 2026Q1: 51,176 shares; 2026Q2: 52,416 shares 52,416 $3.09M 0.2% +1,240 Timeline FNDE 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: 29,859 shares; 2024Q4: not reported; 2025Q1: 30,376 shares; 2025Q2: 29,195 shares; 2025Q3: 32,620 shares; 2025Q4: 40,990 shares; 2026Q1: 43,768 shares; 2026Q2: 77,355 shares 77,355 $3.07M 0.2% +33,587 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: 24,126 shares; 2024Q4: 21,284 shares; 2025Q1: 14,412 shares; 2025Q2: 31,988 shares; 2025Q3: 36,727 shares; 2025Q4: 36,077 shares; 2026Q1: 38,749 shares; 2026Q2: 40,450 shares 40,450 $2.97M 0.19% +1,701 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,715 shares; 2025Q4: 2,767 shares; 2026Q1: 6,211 shares; 2026Q2: 33,411 shares 33,411 $2.94M 0.19% +27,200 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,881 shares; 2024Q4: 17,764 shares; 2025Q1: 19,014 shares; 2025Q2: 25,135 shares; 2025Q3: 25,958 shares; 2025Q4: 29,436 shares; 2026Q1: 32,008 shares; 2026Q2: 43,382 shares 43,382 $2.92M 0.19% +11,374 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: 11,487 shares; 2024Q4: 9,045 shares; 2025Q1: 10,668 shares; 2025Q2: 16,190 shares; 2025Q3: 15,761 shares; 2025Q4: 9,432 shares; 2026Q1: 9,210 shares; 2026Q2: 35,973 shares 35,973 $2.9M 0.19% +26,763 Timeline FJUL 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: 74,496 shares; 2024Q4: 74,371 shares; 2025Q1: 73,767 shares; 2025Q2: 73,767 shares; 2025Q3: 52,487 shares; 2025Q4: 50,607 shares; 2026Q1: 49,643 shares; 2026Q2: 48,469 shares 48,469 $2.89M 0.19% -1,174 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,557 shares; 2024Q4: not reported; 2025Q1: 3,507 shares; 2025Q2: 3,307 shares; 2025Q3: 3,312 shares; 2025Q4: 2,928 shares; 2026Q1: 36,207 shares; 2026Q2: 39,404 shares 39,404 $2.87M 0.18% +3,197 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: 9,695 shares; 2024Q4: 783 shares; 2025Q1: 9,327 shares; 2025Q2: 9,304 shares; 2025Q3: 9,149 shares; 2025Q4: 8,277 shares; 2026Q1: 8,145 shares; 2026Q2: 31,891 shares 31,891 $2.8M 0.18% +23,746 Timeline XDEC 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: 67,238 shares; 2024Q4: 67,238 shares; 2025Q1: 66,678 shares; 2025Q2: 66,678 shares; 2025Q3: 66,678 shares; 2025Q4: 66,206 shares; 2026Q1: 64,506 shares; 2026Q2: 64,506 shares 64,506 $2.76M 0.18% 0 Timeline DFEV 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: 25,319 shares; 2025Q1: 77,269 shares; 2025Q2: 79,354 shares; 2025Q3: 75,905 shares; 2025Q4: 73,170 shares; 2026Q1: 68,105 shares; 2026Q2: 64,445 shares 64,445 $2.75M 0.18% -3,660 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,207 shares; 2026Q2: 62,597 shares 62,597 $2.72M 0.17% -9,610 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,655 shares; 2025Q4: not reported; 2026Q1: 50,147 shares; 2026Q2: 55,801 shares 55,801 $2.67M 0.17% +5,654 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: 11,760 shares; 2024Q4: 10,572 shares; 2025Q1: 11,835 shares; 2025Q2: 12,307 shares; 2025Q3: 13,193 shares; 2025Q4: 5,497 shares; 2026Q1: 5,387 shares; 2026Q2: 21,402 shares 21,402 $2.66M 0.17% +16,015 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,591 shares; 2024Q4: 5,070 shares; 2025Q1: 8,884 shares; 2025Q2: 11,508 shares; 2025Q3: 12,124 shares; 2025Q4: 14,023 shares; 2026Q1: 13,816 shares; 2026Q2: 13,498 shares 13,498 $2.64M 0.17% -318 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,735 shares; 2024Q4: not reported; 2025Q1: 15,880 shares; 2025Q2: 20,822 shares; 2025Q3: 19,700 shares; 2025Q4: 46,431 shares; 2026Q1: 51,920 shares; 2026Q2: 51,803 shares 51,803 $2.64M 0.17% -117 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,609 shares; 2024Q4: 4,510 shares; 2025Q1: 7,291 shares; 2025Q2: 7,417 shares; 2025Q3: 9,031 shares; 2025Q4: 6,419 shares; 2026Q1: 6,836 shares; 2026Q2: 8,670 shares 8,670 $2.58M 0.17% +1,834 Timeline VTWO 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: 30,904 shares; 2024Q4: 36,100 shares; 2025Q1: 40,584 shares; 2025Q2: 49,364 shares; 2025Q3: 52,171 shares; 2025Q4: 20,732 shares; 2026Q1: 20,760 shares; 2026Q2: 21,218 shares 21,218 $2.58M 0.17% +458 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: 2,155 shares; 2024Q4: 1,648 shares; 2025Q1: 2,676 shares; 2025Q2: 2,546 shares; 2025Q3: 3,387 shares; 2025Q4: 2,725 shares; 2026Q1: 3,913 shares; 2026Q2: 6,169 shares 6,169 $2.56M 0.16% +2,256 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,471 shares; 2024Q4: 9,061 shares; 2025Q1: 11,261 shares; 2025Q2: 11,750 shares; 2025Q3: 13,051 shares; 2025Q4: 6,304 shares; 2026Q1: 7,299 shares; 2026Q2: 7,474 shares 7,474 $2.55M 0.16% +175 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: 47,127 shares; 2024Q4: 35,786 shares; 2025Q1: 50,124 shares; 2025Q2: 49,071 shares; 2025Q3: 55,497 shares; 2025Q4: 55,690 shares; 2026Q1: 56,655 shares; 2026Q2: 59,102 shares 59,102 $2.5M 0.16% +2,447 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: 33,169 shares; 2024Q4: 30,246 shares; 2025Q1: 34,645 shares; 2025Q2: 36,817 shares; 2025Q3: 36,312 shares; 2025Q4: 32,020 shares; 2026Q1: 30,322 shares; 2026Q2: 32,818 shares 32,818 $2.48M 0.16% +2,496 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: 16,349 shares; 2024Q4: 15,510 shares; 2025Q1: 11,279 shares; 2025Q2: 11,235 shares; 2025Q3: 16,991 shares; 2025Q4: 10,374 shares; 2026Q1: 10,887 shares; 2026Q2: 17,577 shares 17,577 $2.45M 0.16% +6,690 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,173 shares; 2024Q4: not reported; 2025Q1: 3,566 shares; 2025Q2: 3,574 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,512 shares 61,512 $2.39M 0.15% new Timeline BMAR 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: 44,002 shares; 2024Q4: 44,002 shares; 2025Q1: 44,683 shares; 2025Q2: 38,983 shares; 2025Q3: 38,983 shares; 2025Q4: 38,733 shares; 2026Q1: 40,688 shares; 2026Q2: 40,498 shares 40,498 $2.33M 0.15% -190 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: 1,542 shares; 2024Q4: 667 shares; 2025Q1: 1,659 shares; 2025Q2: 2,150 shares; 2025Q3: 2,510 shares; 2025Q4: 2,277 shares; 2026Q1: 2,432 shares; 2026Q2: 2,269 shares 2,269 $2.3M 0.15% -163 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,009 shares; 2024Q4: 2,960 shares; 2025Q1: 8,776 shares; 2025Q2: 8,736 shares; 2025Q3: 8,678 shares; 2025Q4: 8,180 shares; 2026Q1: 7,958 shares; 2026Q2: 7,427 shares 7,427 $2.27M 0.15% -531 Timeline VUSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,019 shares; 2026Q1: 40,308 shares; 2026Q2: 45,633 shares 45,633 $2.27M 0.15% +5,325 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: 3,377 shares; 2024Q4: 2,934 shares; 2025Q1: 3,975 shares; 2025Q2: 5,370 shares; 2025Q3: 6,173 shares; 2025Q4: 4,677 shares; 2026Q1: 4,220 shares; 2026Q2: 4,414 shares 4,414 $2.27M 0.15% +194 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,754 shares; 2024Q4: 9,504 shares; 2025Q1: 9,078 shares; 2025Q2: 11,390 shares; 2025Q3: 11,521 shares; 2025Q4: 9,473 shares; 2026Q1: 90,030 shares; 2026Q2: 85,146 shares 85,146 $2.26M 0.14% -4,884 Timeline FMAR 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: 47,092 shares; 2024Q4: 46,988 shares; 2025Q1: 47,472 shares; 2025Q2: 47,472 shares; 2025Q3: 46,835 shares; 2025Q4: 45,961 shares; 2026Q1: 44,066 shares; 2026Q2: 42,752 shares 42,752 $2.23M 0.14% -1,314 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: 3,178 shares; 2024Q4: 1,430 shares; 2025Q1: 3,106 shares; 2025Q2: 3,047 shares; 2025Q3: 3,763 shares; 2025Q4: 3,953 shares; 2026Q1: 4,339 shares; 2026Q2: 6,212 shares 6,212 $2.2M 0.14% +1,873 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,490 shares; 2026Q2: 46,840 shares 46,840 $2.11M 0.14% +6,350 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,436 shares; 2025Q3: 43,691 shares; 2025Q4: 48,953 shares; 2026Q1: 52,482 shares; 2026Q2: 53,894 shares 53,894 $2.08M 0.13% +1,412 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: 1,655 shares; 2024Q4: 1,429 shares; 2025Q1: not reported; 2025Q2: 1,193 shares; 2025Q3: 1,735 shares; 2025Q4: 1,757 shares; 2026Q1: 2,123 shares; 2026Q2: 4,314 shares 4,314 $2.06M 0.13% +2,191 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,748 shares; 2024Q4: 17,957 shares; 2025Q1: 18,264 shares; 2025Q2: 19,303 shares; 2025Q3: 17,114 shares; 2025Q4: 17,005 shares; 2026Q1: 17,207 shares; 2026Q2: 19,093 shares 19,093 $2.05M 0.13% +1,886 Timeline FJAN 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: 42,984 shares; 2024Q4: 40,099 shares; 2025Q1: 39,113 shares; 2025Q2: 39,113 shares; 2025Q3: 38,733 shares; 2025Q4: 38,653 shares; 2026Q1: 39,983 shares; 2026Q2: 37,063 shares 37,063 $2.04M 0.13% -2,920 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,515 shares; 2025Q4: 34,951 shares; 2026Q1: 37,386 shares; 2026Q2: 36,321 shares 36,321 $2.03M 0.13% -1,065 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: 52,435 shares; 2024Q4: 53,655 shares; 2025Q1: 47,805 shares; 2025Q2: 40,115 shares; 2025Q3: 38,715 shares; 2025Q4: 33,940 shares; 2026Q1: 22,757 shares; 2026Q2: 20,450 shares 20,450 $2.01M 0.13% -2,307 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,027 shares; 2024Q4: not reported; 2025Q1: 4,107 shares; 2025Q2: 4,745 shares; 2025Q3: 10,060 shares; 2025Q4: 9,992 shares; 2026Q1: 10,671 shares; 2026Q2: 11,136 shares 11,136 $1.96M 0.13% +465 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: 11,198 shares; 2024Q4: 11,070 shares; 2025Q1: 11,858 shares; 2025Q2: 10,919 shares; 2025Q3: 10,450 shares; 2025Q4: 10,471 shares; 2026Q1: 10,485 shares; 2026Q2: 13,595 shares 13,595 $1.95M 0.13% +3,110 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,152 shares; 2024Q4: 8,042 shares; 2025Q1: 9,173 shares; 2025Q2: 8,899 shares; 2025Q3: 8,694 shares; 2025Q4: 12,932 shares; 2026Q1: 10,348 shares; 2026Q2: 10,264 shares 10,264 $1.95M 0.13% -84 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,091 shares; 2024Q4: 9,910 shares; 2025Q1: 9,583 shares; 2025Q2: 9,448 shares; 2025Q3: 8,862 shares; 2025Q4: 8,720 shares; 2026Q1: 8,614 shares; 2026Q2: 8,493 shares 8,493 $1.94M 0.12% -121 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: 13,266 shares; 2024Q4: 12,717 shares; 2025Q1: 11,536 shares; 2025Q2: 14,935 shares; 2025Q3: 21,365 shares; 2025Q4: 20,207 shares; 2026Q1: 19,880 shares; 2026Q2: 19,912 shares 19,912 $1.92M 0.12% +32 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,103 shares; 2024Q4: 3,583 shares; 2025Q1: 8,279 shares; 2025Q2: 9,169 shares; 2025Q3: 10,812 shares; 2025Q4: 13,552 shares; 2026Q1: 13,178 shares; 2026Q2: 12,784 shares 12,784 $1.92M 0.12% -394 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: 3,903 shares; 2024Q4: 2,166 shares; 2025Q1: 4,005 shares; 2025Q2: 4,008 shares; 2025Q3: 4,152 shares; 2025Q4: 3,466 shares; 2026Q1: 3,401 shares; 2026Q2: 3,704 shares 3,704 $1.89M 0.12% +303 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,380 shares; 2024Q4: 48,380 shares; 2025Q1: 53,348 shares; 2025Q2: 53,348 shares; 2025Q3: 53,854 shares; 2025Q4: 53,854 shares; 2026Q1: 53,808 shares; 2026Q2: 53,808 shares 53,808 $1.84M 0.12% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,848 shares; 2024Q4: 35,764 shares; 2025Q1: 35,698 shares; 2025Q2: 35,698 shares; 2025Q3: 35,004 shares; 2025Q4: 34,911 shares; 2026Q1: 34,911 shares; 2026Q2: 34,911 shares 34,911 $1.84M 0.12% 0 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: 15,497 shares; 2024Q4: 14,499 shares; 2025Q1: 10,942 shares; 2025Q2: 10,010 shares; 2025Q3: 8,940 shares; 2025Q4: 8,299 shares; 2026Q1: 6,013 shares; 2026Q2: 6,000 shares 6,000 $1.82M 0.12% -13 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: 8,324 shares; 2024Q4: 4,836 shares; 2025Q1: 4,602 shares; 2025Q2: 3,365 shares; 2025Q3: 4,696 shares; 2025Q4: 938 shares; 2026Q1: 1,604 shares; 2026Q2: 1,695 shares 1,695 $1.81M 0.12% +91 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,280 shares; 2024Q4: 3,841 shares; 2025Q1: 2,870 shares; 2025Q2: 4,989 shares; 2025Q3: 4,888 shares; 2025Q4: 1,908 shares; 2026Q1: 1,970 shares; 2026Q2: 1,918 shares 1,918 $1.79M 0.12% -52 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: 2,200 shares; 2024Q4: 2,598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,729 shares; 2025Q4: 1,600 shares; 2026Q1: 2,069 shares; 2026Q2: 3,084 shares 3,084 $1.79M 0.11% +1,015 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: 1,879 shares; 2024Q4: 730 shares; 2025Q1: 1,898 shares; 2025Q2: 1,203 shares; 2025Q3: 2,378 shares; 2025Q4: 1,687 shares; 2026Q1: 1,839 shares; 2026Q2: 2,486 shares 2,486 $1.77M 0.11% +647 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: 4,493 shares; 2024Q4: 4,530 shares; 2025Q1: 3,253 shares; 2025Q2: 3,120 shares; 2025Q3: 3,395 shares; 2025Q4: 10,928 shares; 2026Q1: 9,981 shares; 2026Q2: 9,260 shares 9,260 $1.76M 0.11% -721 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,109 shares; 2025Q3: 22,999 shares; 2025Q4: 31,651 shares; 2026Q1: 59,305 shares; 2026Q2: 89,993 shares 89,993 $1.76M 0.11% +30,688 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,071 shares; 2024Q4: 21,850 shares; 2025Q1: 21,950 shares; 2025Q2: 22,073 shares; 2025Q3: 21,392 shares; 2025Q4: 21,101 shares; 2026Q1: 20,833 shares; 2026Q2: 20,513 shares 20,513 $1.76M 0.11% -320 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: 8,209 shares; 2024Q4: 8,019 shares; 2025Q1: 9,504 shares; 2025Q2: 11,644 shares; 2025Q3: 12,927 shares; 2025Q4: 10,623 shares; 2026Q1: 11,054 shares; 2026Q2: 12,969 shares 12,969 $1.76M 0.11% +1,915 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,120 shares; 2024Q4: 1,866 shares; 2025Q1: 3,675 shares; 2025Q2: 3,733 shares; 2025Q3: 4,931 shares; 2025Q4: 4,863 shares; 2026Q1: 5,151 shares; 2026Q2: 6,439 shares 6,439 $1.75M 0.11% +1,288 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,156 shares; 2026Q2: 48,795 shares 48,795 $1.75M 0.11% +639 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,271 shares; 2025Q4: 28,494 shares; 2026Q1: 46,953 shares; 2026Q2: 46,483 shares 46,483 $1.74M 0.11% -470 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: 11,095 shares; 2024Q4: 11,485 shares; 2025Q1: 10,340 shares; 2025Q2: 9,566 shares; 2025Q3: 11,102 shares; 2025Q4: 22,342 shares; 2026Q1: 29,962 shares; 2026Q2: 32,508 shares 32,508 $1.73M 0.11% +2,546 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,228 shares; 2026Q2: 79,487 shares 79,487 $1.72M 0.11% +2,259 Timeline FNDA 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: 63,215 shares; 2024Q4: not reported; 2025Q1: 100,715 shares; 2025Q2: 52,094 shares; 2025Q3: 56,150 shares; 2025Q4: 62,094 shares; 2026Q1: 41,355 shares; 2026Q2: 45,229 shares 45,229 $1.72M 0.11% +3,874 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: 59,496 shares; 2024Q4: 64,189 shares; 2025Q1: 63,661 shares; 2025Q2: 71,435 shares; 2025Q3: 72,315 shares; 2025Q4: 25,636 shares; 2026Q1: 26,787 shares; 2026Q2: 27,610 shares 27,610 $1.72M 0.11% +823 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,644 shares; 2024Q4: 9,289 shares; 2025Q1: 14,509 shares; 2025Q2: 15,510 shares; 2025Q3: 20,992 shares; 2025Q4: 18,990 shares; 2026Q1: 21,664 shares; 2026Q2: 35,597 shares 35,597 $1.71M 0.11% +13,933 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: 4,275 shares; 2024Q4: 4,455 shares; 2025Q1: 4,450 shares; 2025Q2: 4,448 shares; 2025Q3: 4,831 shares; 2025Q4: 4,448 shares; 2026Q1: 5,416 shares; 2026Q2: 12,401 shares 12,401 $1.71M 0.11% +6,985 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,521 shares; 2025Q4: 2,137 shares; 2026Q1: 4,338 shares; 2026Q2: 5,621 shares 5,621 $1.67M 0.11% +1,283 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: 14,009 shares; 2024Q4: 11,051 shares; 2025Q1: 14,294 shares; 2025Q2: 24,942 shares; 2025Q3: 28,830 shares; 2025Q4: 9,886 shares; 2026Q1: 10,873 shares; 2026Q2: 10,553 shares 10,553 $1.67M 0.11% -320 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: 3,479 shares; 2024Q4: 2,237 shares; 2025Q1: 3,670 shares; 2025Q2: 4,086 shares; 2025Q3: 4,540 shares; 2025Q4: 3,938 shares; 2026Q1: 3,908 shares; 2026Q2: 4,589 shares 4,589 $1.66M 0.11% +681 Timeline PMAR 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: 37,055 shares; 2024Q4: 36,402 shares; 2025Q1: 37,681 shares; 2025Q2: 37,681 shares; 2025Q3: 37,396 shares; 2025Q4: 37,396 shares; 2026Q1: 37,396 shares; 2026Q2: 34,630 shares 34,630 $1.65M 0.11% -2,766 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,100 shares; 2026Q1: 1,441 shares; 2026Q2: 1,431 shares 1,431 $1.65M 0.11% -10 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: 43,797 shares; 2024Q4: 50,110 shares; 2025Q1: 46,660 shares; 2025Q2: 39,919 shares; 2025Q3: 38,023 shares; 2025Q4: 31,187 shares; 2026Q1: 32,506 shares; 2026Q2: 31,830 shares 31,830 $1.65M 0.11% -676 Timeline CEF 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: 77,426 shares; 2024Q4: 72,355 shares; 2025Q1: 65,255 shares; 2025Q2: 56,055 shares; 2025Q3: 51,684 shares; 2025Q4: 49,234 shares; 2026Q1: 42,501 shares; 2026Q2: 39,838 shares 39,838 $1.6M 0.1% -2,663 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: 1,889 shares; 2024Q4: 3,014 shares; 2025Q1: 1,770 shares; 2025Q2: 3,470 shares; 2025Q3: 3,844 shares; 2025Q4: 25,090 shares; 2026Q1: 23,119 shares; 2026Q2: 22,403 shares 22,403 $1.6M 0.1% -716 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: 8,250 shares; 2024Q4: 7,955 shares; 2025Q1: 8,028 shares; 2025Q2: 8,104 shares; 2025Q3: 9,454 shares; 2025Q4: 6,383 shares; 2026Q1: 5,029 shares; 2026Q2: 5,852 shares 5,852 $1.58M 0.1% +823 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: 8,152 shares; 2024Q4: 8,253 shares; 2025Q1: 8,157 shares; 2025Q2: 9,333 shares; 2025Q3: 10,002 shares; 2025Q4: 8,331 shares; 2026Q1: 8,519 shares; 2026Q2: 4,568 shares 4,568 $1.57M 0.1% -3,951 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: 5,300 shares; 2024Q4: 9,371 shares; 2025Q1: 5,588 shares; 2025Q2: 13,700 shares; 2025Q3: 15,755 shares; 2025Q4: 9,566 shares; 2026Q1: 9,888 shares; 2026Q2: 10,660 shares 10,660 $1.56M 0.1% +772 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,635 shares; 2025Q1: 9,952 shares; 2025Q2: 10,248 shares; 2025Q3: 11,118 shares; 2025Q4: 10,428 shares; 2026Q1: 13,144 shares; 2026Q2: 21,009 shares 21,009 $1.56M 0.1% +7,865 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,162 shares; 2024Q4: 7,354 shares; 2025Q1: 11,761 shares; 2025Q2: 11,953 shares; 2025Q3: 13,895 shares; 2025Q4: 12,223 shares; 2026Q1: 12,852 shares; 2026Q2: 13,311 shares 13,311 $1.56M 0.1% +459 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,047 shares; 2025Q2: 12,282 shares; 2025Q3: 26,356 shares; 2025Q4: 45,815 shares; 2026Q1: 32,950 shares; 2026Q2: 30,530 shares 30,530 $1.54M 0.1% -2,420 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA 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: 145,000 shares; 2025Q4: 145,000 shares; 2026Q1: 145,000 shares; 2026Q2: 145,000 shares 145,000 $1.54M 0.1% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,924 shares; 2024Q4: 2,843 shares; 2025Q1: 3,595 shares; 2025Q2: 3,620 shares; 2025Q3: 4,403 shares; 2025Q4: 4,545 shares; 2026Q1: 5,004 shares; 2026Q2: 5,242 shares 5,242 $1.54M 0.1% +238 Timeline FMHI 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: 22,346 shares; 2025Q4: 25,965 shares; 2026Q1: 30,634 shares; 2026Q2: 31,677 shares 31,677 $1.54M 0.1% +1,043 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: 8,133 shares; 2024Q4: not reported; 2025Q1: 7,349 shares; 2025Q2: 6,814 shares; 2025Q3: 6,626 shares; 2025Q4: 7,499 shares; 2026Q1: 7,773 shares; 2026Q2: 6,764 shares 6,764 $1.53M 0.1% -1,009 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,010 shares; 2024Q4: 21,280 shares; 2025Q1: 32,091 shares; 2025Q2: 35,218 shares; 2025Q3: 35,179 shares; 2025Q4: 30,958 shares; 2026Q1: 17,106 shares; 2026Q2: 16,936 shares 16,936 $1.52M 0.1% -170 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: 8,806 shares; 2024Q4: 8,807 shares; 2025Q1: 8,122 shares; 2025Q2: 7,965 shares; 2025Q3: 6,893 shares; 2025Q4: 6,732 shares; 2026Q1: 9,456 shares; 2026Q2: 8,581 shares 8,581 $1.52M 0.1% -875 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: 5,586 shares; 2024Q4: 6,017 shares; 2025Q1: 4,953 shares; 2025Q2: 4,786 shares; 2025Q3: 7,197 shares; 2025Q4: 5,249 shares; 2026Q1: 5,637 shares; 2026Q2: 7,893 shares 7,893 $1.5M 0.1% +2,256 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: 8,614 shares 8,614 $1.47M 0.09% new 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: 4,656 shares; 2024Q4: 3,732 shares; 2025Q1: 3,400 shares; 2025Q2: 4,660 shares; 2025Q3: 7,516 shares; 2025Q4: 6,123 shares; 2026Q1: 6,355 shares; 2026Q2: 8,058 shares 8,058 $1.46M 0.09% +1,703 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: 53,793 shares; 2024Q4: 46,118 shares; 2025Q1: 52,295 shares; 2025Q2: 52,685 shares; 2025Q3: 53,987 shares; 2025Q4: 13,700 shares; 2026Q1: 14,568 shares; 2026Q2: 15,198 shares 15,198 $1.45M 0.09% +630 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,620 shares; 2024Q4: 2,820 shares; 2025Q1: 2,937 shares; 2025Q2: 4,599 shares; 2025Q3: 6,279 shares; 2025Q4: 6,265 shares; 2026Q1: 6,146 shares; 2026Q2: 5,967 shares 5,967 $1.45M 0.09% -179 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: 38,556 shares; 2024Q4: 38,556 shares; 2025Q1: 40,946 shares; 2025Q2: 39,910 shares; 2025Q3: 39,910 shares; 2025Q4: 38,770 shares; 2026Q1: 38,770 shares; 2026Q2: 38,770 shares 38,770 $1.44M 0.09% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,231 shares; 2024Q4: 7,437 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,438 shares; 2025Q4: 7,418 shares; 2026Q1: 7,019 shares; 2026Q2: 7,034 shares 7,034 $1.39M 0.09% +15 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,044 shares; 2024Q4: 10,663 shares; 2025Q1: 10,572 shares; 2025Q2: 10,572 shares; 2025Q3: 10,374 shares; 2025Q4: 10,124 shares; 2026Q1: 10,124 shares; 2026Q2: 10,124 shares 10,124 $1.38M 0.09% 0 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: 50,593 shares; 2024Q4: 49,416 shares; 2025Q1: 41,566 shares; 2025Q2: 41,016 shares; 2025Q3: 43,516 shares; 2025Q4: 38,877 shares; 2026Q1: 25,849 shares; 2026Q2: 25,713 shares 25,713 $1.37M 0.09% -136 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,083 shares; 2024Q4: 13,242 shares; 2025Q1: 13,929 shares; 2025Q2: 14,016 shares; 2025Q3: 14,031 shares; 2025Q4: 15,610 shares; 2026Q1: 16,941 shares; 2026Q2: 25,834 shares 25,834 $1.36M 0.09% +8,893 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: 3,910 shares; 2024Q4: 7,053 shares; 2025Q1: 5,303 shares; 2025Q2: 8,964 shares; 2025Q3: 11,284 shares; 2025Q4: 4,561 shares; 2026Q1: 4,863 shares; 2026Q2: 6,471 shares 6,471 $1.35M 0.09% +1,608 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,201 shares; 2025Q3: 64,320 shares; 2025Q4: 68,776 shares; 2026Q1: not reported; 2026Q2: 28,765 shares 28,765 $1.34M 0.09% new 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: 2,961 shares; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 3,929 shares; 2025Q3: 3,984 shares; 2025Q4: 3,979 shares; 2026Q1: 4,979 shares; 2026Q2: 5,404 shares 5,404 $1.33M 0.09% +425 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 1,768 shares; 2025Q1: 1,537 shares; 2025Q2: 1,380 shares; 2025Q3: 1,566 shares; 2025Q4: 1,327 shares; 2026Q1: 1,399 shares; 2026Q2: 5,224 shares 5,224 $1.29M 0.08% +3,825 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 4,535 shares; 2025Q1: 1,315 shares; 2025Q2: 5,899 shares; 2025Q3: 7,246 shares; 2025Q4: 3,717 shares; 2026Q1: 3,177 shares; 2026Q2: 3,442 shares 3,442 $1.29M 0.08% +265 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,065 shares; 2024Q4: not reported; 2025Q1: 24,493 shares; 2025Q2: 29,604 shares; 2025Q3: 37,165 shares; 2025Q4: 38,325 shares; 2026Q1: 37,025 shares; 2026Q2: 36,210 shares 36,210 $1.28M 0.08% -815 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: 11,592 shares; 2024Q4: 9,419 shares; 2025Q1: 8,914 shares; 2025Q2: 8,925 shares; 2025Q3: 12,461 shares; 2025Q4: 11,690 shares; 2026Q1: 8,414 shares; 2026Q2: 14,602 shares 14,602 $1.28M 0.08% +6,188 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,710 shares; 2024Q4: 5,240 shares; 2025Q1: 5,746 shares; 2025Q2: 5,135 shares; 2025Q3: 4,940 shares; 2025Q4: 4,705 shares; 2026Q1: 4,612 shares; 2026Q2: 4,589 shares 4,589 $1.26M 0.08% -23 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,805 shares; 2025Q4: 9,761 shares; 2026Q1: 14,390 shares; 2026Q2: 16,288 shares 16,288 $1.24M 0.08% +1,898 Timeline MARM 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: 41,272 shares; 2024Q4: 37,272 shares; 2025Q1: 37,152 shares; 2025Q2: 37,152 shares; 2025Q3: 36,812 shares; 2025Q4: 36,812 shares; 2026Q1: 36,212 shares; 2026Q2: 36,212 shares 36,212 $1.24M 0.08% 0 Timeline PXF 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: 4,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,028 shares; 2026Q1: 12,800 shares; 2026Q2: 16,070 shares 16,070 $1.22M 0.08% +3,270 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: 4,552 shares; 2024Q4: 3,148 shares; 2025Q1: 5,084 shares; 2025Q2: 4,419 shares; 2025Q3: 6,381 shares; 2025Q4: 6,804 shares; 2026Q1: 7,852 shares; 2026Q2: 7,635 shares 7,635 $1.21M 0.08% -217 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,470 shares; 2024Q4: 6,836 shares; 2025Q1: 11,886 shares; 2025Q2: 12,191 shares; 2025Q3: 13,752 shares; 2025Q4: 16,289 shares; 2026Q1: 16,028 shares; 2026Q2: 15,978 shares 15,978 $1.21M 0.08% -50 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: 54,087 shares; 2024Q4: 69,580 shares; 2025Q1: 80,685 shares; 2025Q2: 124,859 shares; 2025Q3: 123,983 shares; 2025Q4: 12,367 shares; 2026Q1: 5,141 shares; 2026Q2: 24,401 shares 24,401 $1.21M 0.08% +19,260 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,529 shares; 2026Q2: 7,775 shares 7,775 $1.21M 0.08% +246 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: 11,527 shares; 2024Q4: 10,891 shares; 2025Q1: 11,138 shares; 2025Q2: 14,356 shares; 2025Q3: 16,760 shares; 2025Q4: 13,407 shares; 2026Q1: 14,102 shares; 2026Q2: 15,411 shares 15,411 $1.21M 0.08% +1,309 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: not reported; 2025Q1: 1,920 shares; 2025Q2: 1,987 shares; 2025Q3: 2,843 shares; 2025Q4: 3,081 shares; 2026Q1: 3,352 shares; 2026Q2: 5,071 shares 5,071 $1.2M 0.08% +1,719 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: 10,476 shares; 2024Q4: 8,382 shares; 2025Q1: 10,466 shares; 2025Q2: 11,894 shares; 2025Q3: 16,337 shares; 2025Q4: 11,382 shares; 2026Q1: 10,996 shares; 2026Q2: 13,153 shares 13,153 $1.19M 0.08% +2,157 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: 5,466 shares; 2024Q4: 5,479 shares; 2025Q1: 5,060 shares; 2025Q2: 5,030 shares; 2025Q3: 5,386 shares; 2025Q4: 5,286 shares; 2026Q1: 4,927 shares; 2026Q2: 4,907 shares 4,907 $1.19M 0.08% -20 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,197 shares; 2024Q4: 4,240 shares; 2025Q1: 4,251 shares; 2025Q2: 4,264 shares; 2025Q3: 4,174 shares; 2025Q4: 4,180 shares; 2026Q1: 4,177 shares; 2026Q2: 4,165 shares 4,165 $1.18M 0.08% -12 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,987 shares; 2024Q4: not reported; 2025Q1: 3,794 shares; 2025Q2: 3,542 shares; 2025Q3: 3,517 shares; 2025Q4: 3,438 shares; 2026Q1: 3,426 shares; 2026Q2: 2,972 shares 2,972 $1.18M 0.08% -454 Timeline VIGI 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: 9,041 shares; 2024Q4: 8,311 shares; 2025Q1: 10,537 shares; 2025Q2: 10,641 shares; 2025Q3: 10,692 shares; 2025Q4: 10,766 shares; 2026Q1: 12,068 shares; 2026Q2: 12,528 shares 12,528 $1.17M 0.08% +460 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: 13,949 shares; 2024Q4: 16,526 shares; 2025Q1: 15,951 shares; 2025Q2: 16,075 shares; 2025Q3: 15,276 shares; 2025Q4: 11,523 shares; 2026Q1: 11,793 shares; 2026Q2: 11,894 shares 11,894 $1.15M 0.07% +101 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,102 shares; 2025Q4: 6,499 shares; 2026Q1: 11,131 shares; 2026Q2: 14,013 shares 14,013 $1.15M 0.07% +2,882 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: not reported; 2024Q4: 1,502 shares; 2025Q1: not reported; 2025Q2: 2,494 shares; 2025Q3: 3,306 shares; 2025Q4: 1,875 shares; 2026Q1: 3,968 shares; 2026Q2: 3,755 shares 3,755 $1.14M 0.07% -213 Timeline KAPR 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: 23,432 shares; 2024Q4: 23,432 shares; 2025Q1: 23,432 shares; 2025Q2: 23,782 shares; 2025Q3: 23,782 shares; 2025Q4: 23,782 shares; 2026Q1: 22,192 shares; 2026Q2: 28,442 shares 28,442 $1.13M 0.07% +6,250 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,390 shares; 2026Q2: 37,187 shares 37,187 $1.13M 0.07% +2,797 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,820 shares; 2025Q1: 23,270 shares; 2025Q2: 23,045 shares; 2025Q3: 23,045 shares; 2025Q4: 22,916 shares; 2026Q1: 22,795 shares; 2026Q2: 22,669 shares 22,669 $1.12M 0.07% -126 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,096 shares; 2024Q4: 8,003 shares; 2025Q1: 7,972 shares; 2025Q2: 7,872 shares; 2025Q3: 7,902 shares; 2025Q4: 7,467 shares; 2026Q1: 7,880 shares; 2026Q2: 7,971 shares 7,971 $1.09M 0.07% +91 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,499 shares; 2025Q3: 10,891 shares; 2025Q4: 24,694 shares; 2026Q1: 26,927 shares; 2026Q2: 32,354 shares 32,354 $1.08M 0.07% +5,427 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,207 shares; 2024Q4: not reported; 2025Q1: 18,309 shares; 2025Q2: 18,138 shares; 2025Q3: 18,804 shares; 2025Q4: 18,178 shares; 2026Q1: 13,350 shares; 2026Q2: 17,125 shares 17,125 $1.08M 0.07% +3,775 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,646 shares; 2025Q3: 3,646 shares; 2025Q4: not reported; 2026Q1: 1,165 shares; 2026Q2: 4,743 shares 4,743 $1.08M 0.07% +3,578 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,950 shares; 2024Q4: 23,150 shares; 2025Q1: 18,800 shares; 2025Q2: 18,350 shares; 2025Q3: 20,100 shares; 2025Q4: 18,500 shares; 2026Q1: 13,760 shares; 2026Q2: 13,660 shares 13,660 $1.06M 0.07% -100 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601 shares; 2024Q4: 1,320 shares; 2025Q1: 1,534 shares; 2025Q2: 1,597 shares; 2025Q3: 1,963 shares; 2025Q4: 1,993 shares; 2026Q1: 2,064 shares; 2026Q2: 12,690 shares 12,690 $1.05M 0.07% +10,626 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: 624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares; 2026Q1: 1,043 shares; 2026Q2: 2,436 shares 2,436 $1.04M 0.07% +1,393 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 3,549 shares; 2025Q1: 4,055 shares; 2025Q2: 3,970 shares; 2025Q3: 3,969 shares; 2025Q4: 3,202 shares; 2026Q1: 3,284 shares; 2026Q2: 4,622 shares 4,622 $1.04M 0.07% +1,338 Timeline ESGV 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: 8,911 shares; 2024Q4: 10,017 shares; 2025Q1: 9,481 shares; 2025Q2: 8,405 shares; 2025Q3: 8,422 shares; 2025Q4: 8,128 shares; 2026Q1: 8,147 shares; 2026Q2: 7,813 shares 7,813 $1.03M 0.07% -334 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: 913 shares; 2024Q4: 1,090 shares; 2025Q1: 2,674 shares; 2025Q2: 2,618 shares; 2025Q3: 3,222 shares; 2025Q4: 2,668 shares; 2026Q1: 2,546 shares; 2026Q2: 3,044 shares 3,044 $1.03M 0.07% +498 Timeline FCG 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: 17,919 shares; 2024Q4: 21,829 shares; 2025Q1: 19,879 shares; 2025Q2: 16,979 shares; 2025Q3: 16,979 shares; 2025Q4: 40,012 shares; 2026Q1: 41,135 shares; 2026Q2: 38,620 shares 38,620 $1.03M 0.07% -2,515 Timeline YJUN 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: 25,880 shares; 2024Q4: 25,880 shares; 2025Q1: 25,880 shares; 2025Q2: 35,544 shares; 2025Q3: 37,694 shares; 2025Q4: 37,694 shares; 2026Q1: 37,694 shares; 2026Q2: 37,844 shares 37,844 $1.01M 0.07% +150 Timeline VTIP 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: 16,667 shares; 2024Q4: 21,026 shares; 2025Q1: 19,021 shares; 2025Q2: 22,056 shares; 2025Q3: 19,801 shares; 2025Q4: 17,353 shares; 2026Q1: 15,224 shares; 2026Q2: 19,936 shares 19,936 $1M 0.06% +4,712 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: 5,611 shares; 2024Q4: 3,661 shares; 2025Q1: 5,445 shares; 2025Q2: 5,778 shares; 2025Q3: 6,743 shares; 2025Q4: 6,080 shares; 2026Q1: 6,194 shares; 2026Q2: 5,308 shares 5,308 $981K 0.06% -886 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,105 shares 21,105 $974K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,208 shares 14,208 $966K 0.06% new 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: 4,782 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,879 shares; 2025Q4: 6,211 shares; 2026Q1: 6,366 shares; 2026Q2: 6,868 shares 6,868 $961K 0.06% +502 Timeline OBIL 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: 8,139 shares; 2025Q2: 13,193 shares; 2025Q3: 35,775 shares; 2025Q4: 77,676 shares; 2026Q1: 35,599 shares; 2026Q2: 19,202 shares 19,202 $960K 0.06% -16,397 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,680 shares; 2025Q2: 10,023 shares; 2025Q3: 10,219 shares; 2025Q4: 8,117 shares; 2026Q1: 6,475 shares; 2026Q2: 19,578 shares 19,578 $957K 0.06% +13,103 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: 2,517 shares; 2024Q4: 2,439 shares; 2025Q1: 2,460 shares; 2025Q2: 2,442 shares; 2025Q3: 2,533 shares; 2025Q4: 2,367 shares; 2026Q1: 2,451 shares; 2026Q2: 3,514 shares 3,514 $950K 0.06% +1,063 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: 9,218 shares; 2024Q4: 2,993 shares; 2025Q1: 4,115 shares; 2025Q2: 3,993 shares; 2025Q3: 5,091 shares; 2025Q4: 4,732 shares; 2026Q1: 4,585 shares; 2026Q2: 4,309 shares 4,309 $950K 0.06% -276 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,245 shares; 2024Q4: 7,029 shares; 2025Q1: 7,571 shares; 2025Q2: 7,652 shares; 2025Q3: 7,942 shares; 2025Q4: 7,813 shares; 2026Q1: 8,586 shares; 2026Q2: 8,629 shares 8,629 $941K 0.06% +43 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: 7,920 shares; 2024Q4: 7,747 shares; 2025Q1: 6,475 shares; 2025Q2: 8,330 shares; 2025Q3: 11,461 shares; 2025Q4: 9,486 shares; 2026Q1: 9,867 shares; 2026Q2: 9,759 shares 9,759 $939K 0.06% -108 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: 1,213 shares; 2024Q4: 1,388 shares; 2025Q1: 1,022 shares; 2025Q2: 1,080 shares; 2025Q3: 1,473 shares; 2025Q4: 1,627 shares; 2026Q1: 1,528 shares; 2026Q2: 1,430 shares 1,430 $938K 0.06% -98 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: 13,690 shares; 2024Q4: 13,690 shares; 2025Q1: 13,118 shares; 2025Q2: 18,487 shares; 2025Q3: 18,437 shares; 2025Q4: 17,865 shares; 2026Q1: 17,815 shares; 2026Q2: 20,035 shares 20,035 $936K 0.06% +2,220 Timeline IEZ 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: 27,121 shares; 2025Q2: 38,421 shares; 2025Q3: 36,336 shares; 2025Q4: 36,348 shares; 2026Q1: 36,939 shares; 2026Q2: 34,647 shares 34,647 $932K 0.06% -2,292 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,943 shares; 2024Q4: not reported; 2025Q1: 16,150 shares; 2025Q2: 15,607 shares; 2025Q3: 15,195 shares; 2025Q4: 15,140 shares; 2026Q1: 14,012 shares; 2026Q2: 8,957 shares 8,957 $931K 0.06% -5,055 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,101 shares; 2024Q4: not reported; 2025Q1: 13,638 shares; 2025Q2: 13,638 shares; 2025Q3: 13,793 shares; 2025Q4: 12,737 shares; 2026Q1: 11,937 shares; 2026Q2: 11,937 shares 11,937 $926K 0.06% 0 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: 487 shares; 2024Q4: 562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 714 shares; 2026Q1: 724 shares; 2026Q2: 929 shares 929 $909K 0.06% +205 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,035 shares; 2025Q2: 7,560 shares; 2025Q3: 7,587 shares; 2025Q4: 7,611 shares; 2026Q1: 7,599 shares; 2026Q2: 7,415 shares 7,415 $900K 0.06% -184 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,167 shares; 2024Q4: 57,957 shares; 2025Q1: 58,107 shares; 2025Q2: 41,274 shares; 2025Q3: 36,774 shares; 2025Q4: 34,200 shares; 2026Q1: 34,065 shares; 2026Q2: 33,755 shares 33,755 $900K 0.06% -310 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: 5,101 shares; 2024Q4: 5,136 shares; 2025Q1: 4,011 shares; 2025Q2: 3,744 shares; 2025Q3: 4,861 shares; 2025Q4: 3,493 shares; 2026Q1: 3,502 shares; 2026Q2: 5,476 shares 5,476 $899K 0.06% +1,974 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,763 shares; 2024Q4: 22,315 shares; 2025Q1: 14,905 shares; 2025Q2: 14,256 shares; 2025Q3: 13,670 shares; 2025Q4: 13,550 shares; 2026Q1: 12,992 shares; 2026Q2: 12,894 shares 12,894 $896K 0.06% -98 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: 3,099 shares; 2025Q1: 3,114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,188 shares; 2026Q1: 1,365 shares; 2026Q2: 2,042 shares 2,042 $885K 0.06% +677 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; 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: 25,761 shares; 2026Q2: 51,308 shares 51,308 $881K 0.06% +25,547 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: 12,121 shares; 2024Q4: 11,387 shares; 2025Q1: 10,728 shares; 2025Q2: 12,401 shares; 2025Q3: 9,931 shares; 2025Q4: 10,152 shares; 2026Q1: 14,571 shares; 2026Q2: 18,176 shares 18,176 $880K 0.06% +3,605 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: 6,083 shares; 2024Q4: 5,701 shares; 2025Q1: 5,679 shares; 2025Q2: 6,128 shares; 2025Q3: 7,671 shares; 2025Q4: 3,833 shares; 2026Q1: 5,035 shares; 2026Q2: 5,602 shares 5,602 $879K 0.06% +567 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,638 shares; 2024Q4: 5,553 shares; 2025Q1: 4,953 shares; 2025Q2: 4,913 shares; 2025Q3: 4,913 shares; 2025Q4: 4,913 shares; 2026Q1: 4,860 shares; 2026Q2: 4,860 shares 4,860 $868K 0.06% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,119 shares; 2024Q4: 7,823 shares; 2025Q1: 12,315 shares; 2025Q2: 12,580 shares; 2025Q3: 13,004 shares; 2025Q4: 13,130 shares; 2026Q1: 9,613 shares; 2026Q2: 4,068 shares 4,068 $866K 0.06% -5,545 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: 20,724 shares; 2024Q4: 9,585 shares; 2025Q1: 20,450 shares; 2025Q2: 20,996 shares; 2025Q3: 22,585 shares; 2025Q4: 18,945 shares; 2026Q1: 18,466 shares; 2026Q2: 18,095 shares 18,095 $863K 0.06% -371 Timeline REZ 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: 11,006 shares; 2026Q1: 8,630 shares; 2026Q2: 9,106 shares 9,106 $862K 0.06% +476 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: not reported; 2024Q4: not reported; 2025Q1: 33,590 shares; 2025Q2: 135,356 shares; 2025Q3: 84,928 shares; 2025Q4: 92,289 shares; 2026Q1: 91,677 shares; 2026Q2: 78,822 shares 78,822 $859K 0.06% -12,855 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: 16,560 shares; 2026Q2: 16,770 shares 16,770 $854K 0.05% +210 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: 6,766 shares; 2024Q4: 6,296 shares; 2025Q1: 5,144 shares; 2025Q2: 5,008 shares; 2025Q3: 5,445 shares; 2025Q4: 5,947 shares; 2026Q1: 5,806 shares; 2026Q2: 5,748 shares 5,748 $852K 0.05% -58 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,862 shares; 2024Q4: 8,681 shares; 2025Q1: 8,458 shares; 2025Q2: 8,476 shares; 2025Q3: 8,799 shares; 2025Q4: 5,636 shares; 2026Q1: 5,953 shares; 2026Q2: 5,940 shares 5,940 $850K 0.05% -13 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,463 shares; 2024Q4: not reported; 2025Q1: 4,216 shares; 2025Q2: 4,466 shares; 2025Q3: 5,895 shares; 2025Q4: 5,815 shares; 2026Q1: 6,250 shares; 2026Q2: 6,511 shares 6,511 $845K 0.05% +261 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: 3,280 shares; 2024Q4: 4,590 shares; 2025Q1: 6,154 shares; 2025Q2: 10,333 shares; 2025Q3: 9,357 shares; 2025Q4: 9,335 shares; 2026Q1: 9,346 shares; 2026Q2: 8,915 shares 8,915 $817K 0.05% -431 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: 4,701 shares; 2024Q4: 5,885 shares; 2025Q1: 4,064 shares; 2025Q2: 6,408 shares; 2025Q3: 5,515 shares; 2025Q4: 3,158 shares; 2026Q1: 5,861 shares; 2026Q2: 6,383 shares 6,383 $808K 0.05% +522 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,137 shares; 2024Q4: 16,481 shares; 2025Q1: 15,182 shares; 2025Q2: 15,310 shares; 2025Q3: 16,275 shares; 2025Q4: 19,883 shares; 2026Q1: 21,646 shares; 2026Q2: 35,396 shares 35,396 $806K 0.05% +13,750 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: 19,948 shares; 2024Q4: 25,260 shares; 2025Q1: 16,914 shares; 2025Q2: 28,642 shares; 2025Q3: 30,346 shares; 2025Q4: 27,836 shares; 2026Q1: 32,836 shares; 2026Q2: 33,453 shares 33,453 $806K 0.05% +617 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: 10,673 shares; 2024Q4: 10,658 shares; 2025Q1: 10,658 shares; 2025Q2: 10,661 shares; 2025Q3: 10,573 shares; 2025Q4: 1,275 shares; 2026Q1: 3,846 shares; 2026Q2: 3,777 shares 3,777 $804K 0.05% -69 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,781 shares; 2024Q4: 4,796 shares; 2025Q1: 4,822 shares; 2025Q2: 4,834 shares; 2025Q3: 4,758 shares; 2025Q4: 4,758 shares; 2026Q1: 4,770 shares; 2026Q2: 4,905 shares 4,905 $803K 0.05% +135 Timeline FAUG 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: 13,943 shares; 2024Q4: 13,943 shares; 2025Q1: 13,415 shares; 2025Q2: 13,415 shares; 2025Q3: 14,055 shares; 2025Q4: 14,055 shares; 2026Q1: 13,979 shares; 2026Q2: 14,179 shares 14,179 $801K 0.05% +200 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: 11,581 shares; 2024Q4: 9,786 shares; 2025Q1: 6,640 shares; 2025Q2: 14,008 shares; 2025Q3: 17,215 shares; 2025Q4: 9,331 shares; 2026Q1: 9,387 shares; 2026Q2: 9,351 shares 9,351 $773K 0.05% -36 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: not reported; 2025Q1: 1,344 shares; 2025Q2: 1,393 shares; 2025Q3: 1,939 shares; 2025Q4: 2,174 shares; 2026Q1: 2,392 shares; 2026Q2: 2,644 shares 2,644 $768K 0.05% +252 Timeline YMAR 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: 21,186 shares; 2024Q4: 21,186 shares; 2025Q1: 24,151 shares; 2025Q2: 24,151 shares; 2025Q3: 23,611 shares; 2025Q4: 23,611 shares; 2026Q1: 26,636 shares; 2026Q2: 26,636 shares 26,636 $763K 0.05% 0 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,250 shares; 2026Q2: 11,303 shares 11,303 $760K 0.05% +5,053 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: 266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,516 shares 2,516 $759K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 632 shares; 2025Q4: not reported; 2026Q1: 906 shares; 2026Q2: 1,460 shares 1,460 $758K 0.05% +554 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: 2,584 shares; 2024Q4: 2,827 shares; 2025Q1: 2,591 shares; 2025Q2: 3,573 shares; 2025Q3: 3,518 shares; 2025Q4: 2,119 shares; 2026Q1: 2,040 shares; 2026Q2: 2,063 shares 2,063 $754K 0.05% +23 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: 2,213 shares; 2024Q4: 2,174 shares; 2025Q1: 2,222 shares; 2025Q2: 2,181 shares; 2025Q3: 2,924 shares; 2025Q4: 6,180 shares; 2026Q1: 6,304 shares; 2026Q2: 6,305 shares 6,305 $739K 0.05% +1 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,920 shares; 2024Q4: 4,256 shares; 2025Q1: 4,256 shares; 2025Q2: 4,256 shares; 2025Q3: 4,256 shares; 2025Q4: 4,256 shares; 2026Q1: 4,773 shares; 2026Q2: 4,885 shares 4,885 $722K 0.05% +112 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: 4,156 shares; 2024Q4: 3,357 shares; 2025Q1: 3,449 shares; 2025Q2: 2,009 shares; 2025Q3: 2,179 shares; 2025Q4: 2,472 shares; 2026Q1: 2,670 shares; 2026Q2: 2,374 shares 2,374 $710K 0.05% -296 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: 2,241 shares; 2024Q4: 4,755 shares; 2025Q1: 4,149 shares; 2025Q2: 4,398 shares; 2025Q3: 6,120 shares; 2025Q4: 4,185 shares; 2026Q1: 2,329 shares; 2026Q2: 2,074 shares 2,074 $707K 0.05% -255 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 884 shares; 2025Q2: 885 shares; 2025Q3: 886 shares; 2025Q4: 887 shares; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $706K 0.05% 0 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,262 shares 19,262 $705K 0.05% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,204 shares 9,204 $701K 0.04% new 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: 10,737 shares; 2024Q4: 5,473 shares; 2025Q1: 4,900 shares; 2025Q2: 4,805 shares; 2025Q3: 5,130 shares; 2025Q4: 4,846 shares; 2026Q1: 5,300 shares; 2026Q2: 4,307 shares 4,307 $697K 0.04% -993 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: 11,828 shares; 2024Q4: 11,808 shares; 2025Q1: 13,701 shares; 2025Q2: 13,701 shares; 2025Q3: 12,541 shares; 2025Q4: 12,039 shares; 2026Q1: 12,323 shares; 2026Q2: 12,323 shares 12,323 $693K 0.04% 0 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD 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: 162,435 shares; 2026Q2: 162,435 shares 162,435 $692K 0.04% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,676 shares; 2024Q4: 6,636 shares; 2025Q1: 5,537 shares; 2025Q2: 5,416 shares; 2025Q3: 5,401 shares; 2025Q4: 5,353 shares; 2026Q1: 5,641 shares; 2026Q2: 5,140 shares 5,140 $692K 0.04% -501 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,968 shares; 2024Q4: 14,968 shares; 2025Q1: 14,968 shares; 2025Q2: 14,968 shares; 2025Q3: 14,968 shares; 2025Q4: 14,968 shares; 2026Q1: 14,968 shares; 2026Q2: 14,968 shares 14,968 $687K 0.04% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,575 shares; 2024Q4: 17,598 shares; 2025Q1: 19,327 shares; 2025Q2: 19,282 shares; 2025Q3: 21,205 shares; 2025Q4: 8,734 shares; 2026Q1: 8,302 shares; 2026Q2: 8,363 shares 8,363 $679K 0.04% +61 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: 16,464 shares; 2024Q4: 15,528 shares; 2025Q1: 13,456 shares; 2025Q2: 12,145 shares; 2025Q3: 11,556 shares; 2025Q4: 11,393 shares; 2026Q1: 11,401 shares; 2026Q2: 11,267 shares 11,267 $673K 0.04% -134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196 shares; 2026Q1: 360 shares; 2026Q2: 332 shares 332 $660K 0.04% -28 Timeline FSEP 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: 12,302 shares; 2024Q4: 12,302 shares; 2025Q1: 12,302 shares; 2025Q2: 12,302 shares; 2025Q3: 13,308 shares; 2025Q4: 13,266 shares; 2026Q1: 12,287 shares; 2026Q2: 11,896 shares 11,896 $655K 0.04% -391 Timeline PAPR 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: 16,936 shares; 2024Q4: 16,936 shares; 2025Q1: 16,936 shares; 2025Q2: 16,936 shares; 2025Q3: 16,460 shares; 2025Q4: 16,460 shares; 2026Q1: 15,450 shares; 2026Q2: 15,450 shares 15,450 $652K 0.04% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,100 shares; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 14,100 shares; 2026Q1: 13,050 shares; 2026Q2: 13,050 shares 13,050 $646K 0.04% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,766 shares; 2024Q4: 16,766 shares; 2025Q1: 16,596 shares; 2025Q2: 16,596 shares; 2025Q3: 16,388 shares; 2025Q4: 16,108 shares; 2026Q1: 15,982 shares; 2026Q2: 15,472 shares 15,472 $639K 0.04% -510 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: 11,059 shares; 2024Q4: 9,329 shares; 2025Q1: 7,681 shares; 2025Q2: 7,724 shares; 2025Q3: 7,806 shares; 2025Q4: 8,251 shares; 2026Q1: 8,771 shares; 2026Q2: 8,744 shares 8,744 $629K 0.04% -27 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,105 shares; 2024Q4: 3,234 shares; 2025Q1: 4,452 shares; 2025Q2: 4,598 shares; 2025Q3: 4,417 shares; 2025Q4: 5,177 shares; 2026Q1: 5,841 shares; 2026Q2: 6,194 shares 6,194 $628K 0.04% +353 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,128 shares; 2024Q4: 6,610 shares; 2025Q1: 3,980 shares; 2025Q2: 4,072 shares; 2025Q3: 4,513 shares; 2025Q4: 4,415 shares; 2026Q1: 4,654 shares; 2026Q2: 4,789 shares 4,789 $625K 0.04% +135 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,144 shares; 2025Q4: 2,000 shares; 2026Q1: 2,100 shares; 2026Q2: 3,744 shares 3,744 $619K 0.04% +1,644 Timeline URTH 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: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares; 2026Q1: 3,029 shares; 2026Q2: 3,029 shares 3,029 $614K 0.04% 0 Timeline SCOP SPROTT PHYSICAL COPPER TRUST More: the full row for SPROTT PHYSICAL COPPER 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: 53,558 shares 53,558 $610K 0.04% new Timeline SCHO 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: 11,992 shares; 2024Q4: 24,205 shares; 2025Q1: 23,441 shares; 2025Q2: 23,673 shares; 2025Q3: 24,876 shares; 2025Q4: 24,935 shares; 2026Q1: 25,081 shares; 2026Q2: 25,083 shares 25,083 $606K 0.04% +2 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: not reported; 2024Q4: 1,414 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 629 shares; 2026Q2: 1,507 shares 1,507 $598K 0.04% +878 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,962 shares; 2026Q2: 3,152 shares 3,152 $598K 0.04% +190 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,856 shares; 2024Q4: 2,857 shares; 2025Q1: 1,457 shares; 2025Q2: 2,851 shares; 2025Q3: 2,801 shares; 2025Q4: 2,766 shares; 2026Q1: 2,767 shares; 2026Q2: 2,368 shares 2,368 $597K 0.04% -399 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,882 shares; 2024Q4: 7,919 shares; 2025Q1: 7,959 shares; 2025Q2: 7,997 shares; 2025Q3: 7,507 shares; 2025Q4: 5,367 shares; 2026Q1: 5,263 shares; 2026Q2: 5,252 shares 5,252 $597K 0.04% -11 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,447 shares; 2024Q4: 10,447 shares; 2025Q1: 10,447 shares; 2025Q2: 10,467 shares; 2025Q3: 10,527 shares; 2025Q4: 10,568 shares; 2026Q1: 10,569 shares; 2026Q2: 10,580 shares 10,580 $594K 0.04% +11 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: 6,337 shares; 2024Q4: 6,148 shares; 2025Q1: 6,691 shares; 2025Q2: 6,423 shares; 2025Q3: 8,656 shares; 2025Q4: 9,319 shares; 2026Q1: 10,796 shares; 2026Q2: 10,988 shares 10,988 $589K 0.04% +192 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: 9,383 shares; 2024Q4: 9,450 shares; 2025Q1: 7,837 shares; 2025Q2: 10,944 shares; 2025Q3: 10,874 shares; 2025Q4: 12,245 shares; 2026Q1: 10,097 shares; 2026Q2: 10,104 shares 10,104 $588K 0.04% +7 Timeline ZJUL 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: 18,900 shares; 2024Q4: 18,900 shares; 2025Q1: 18,900 shares; 2025Q2: 18,900 shares; 2025Q3: 20,490 shares; 2025Q4: 20,490 shares; 2026Q1: 19,490 shares; 2026Q2: 19,490 shares 19,490 $584K 0.04% 0 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: not reported; 2026Q1: not reported; 2026Q2: 11,047 shares 11,047 $582K 0.04% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,371 shares; 2024Q4: 2,077 shares; 2025Q1: 2,740 shares; 2025Q2: 3,212 shares; 2025Q3: 3,485 shares; 2025Q4: 3,501 shares; 2026Q1: 3,386 shares; 2026Q2: 1,428 shares 1,428 $582K 0.04% -1,958 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: 20,482 shares; 2024Q4: 19,518 shares; 2025Q1: 17,852 shares; 2025Q2: 17,702 shares; 2025Q3: 15,312 shares; 2025Q4: 15,000 shares; 2026Q1: 14,100 shares; 2026Q2: 13,276 shares 13,276 $578K 0.04% -824 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,498 shares 11,498 $573K 0.04% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 932 shares; 2026Q2: 1,699 shares 1,699 $569K 0.04% +767 Timeline TJUL 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: 27,508 shares; 2024Q4: 27,508 shares; 2025Q1: 27,508 shares; 2025Q2: 27,508 shares; 2025Q3: 23,708 shares; 2025Q4: 23,708 shares; 2026Q1: 20,668 shares; 2026Q2: 18,618 shares 18,618 $563K 0.04% -2,050 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,500 shares 5,500 $562K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,069 shares; 2025Q4: 1,083 shares; 2026Q1: 1,094 shares; 2026Q2: 1,784 shares 1,784 $561K 0.04% +690 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: 21,834 shares; 2024Q4: 21,734 shares; 2025Q1: 21,734 shares; 2025Q2: 20,990 shares; 2025Q3: 19,918 shares; 2025Q4: 19,818 shares; 2026Q1: 19,730 shares; 2026Q2: 16,594 shares 16,594 $561K 0.04% -3,136 Timeline AVEX AEVEX CORP More: the full row for AEVEX 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: 26,800 shares 26,800 $560K 0.04% new Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE 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: 2,580 shares; 2026Q1: 3,006 shares; 2026Q2: 5,345 shares 5,345 $556K 0.04% +2,339 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: 22,684 shares; 2024Q4: 22,704 shares; 2025Q1: 20,244 shares; 2025Q2: 20,286 shares; 2025Q3: 21,046 shares; 2025Q4: 21,432 shares; 2026Q1: 19,802 shares; 2026Q2: 18,878 shares 18,878 $555K 0.04% -924 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: 7,798 shares; 2024Q4: 5,651 shares; 2025Q1: 5,502 shares; 2025Q2: 23,036 shares; 2025Q3: 23,282 shares; 2025Q4: 7,140 shares; 2026Q1: 6,726 shares; 2026Q2: 6,601 shares 6,601 $547K 0.04% -125 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,255 shares; 2024Q4: 2,256 shares; 2025Q1: 2,268 shares; 2025Q2: 2,307 shares; 2025Q3: 2,312 shares; 2025Q4: 2,288 shares; 2026Q1: 2,476 shares; 2026Q2: 2,426 shares 2,426 $544K 0.03% -50 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,189 shares; 2024Q4: 4,161 shares; 2025Q1: 4,048 shares; 2025Q2: 4,742 shares; 2025Q3: 4,762 shares; 2025Q4: 5,380 shares; 2026Q1: 5,490 shares; 2026Q2: 5,470 shares 5,470 $537K 0.03% -20 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: 1,284 shares; 2025Q1: 1,327 shares; 2025Q2: 1,256 shares; 2025Q3: 1,379 shares; 2025Q4: 1,301 shares; 2026Q1: 1,235 shares; 2026Q2: 1,054 shares 1,054 $537K 0.03% -181 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: 1,626 shares; 2024Q4: 1,647 shares; 2025Q1: 1,548 shares; 2025Q2: 1,260 shares; 2025Q3: 1,203 shares; 2025Q4: 703 shares; 2026Q1: 773 shares; 2026Q2: 702 shares 702 $536K 0.03% -71 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,037 shares; 2025Q3: 30,396 shares; 2025Q4: 41,690 shares; 2026Q1: 21,445 shares; 2026Q2: 20,980 shares 20,980 $536K 0.03% -465 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,742 shares; 2025Q4: 13,108 shares; 2026Q1: 11,811 shares; 2026Q2: 11,061 shares 11,061 $534K 0.03% -750 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347 shares; 2024Q4: 354 shares; 2025Q1: 352 shares; 2025Q2: 356 shares; 2025Q3: 393 shares; 2025Q4: 367 shares; 2026Q1: 394 shares; 2026Q2: 390 shares 390 $531K 0.03% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 972 shares; 2026Q2: 825 shares 825 $527K 0.03% -147 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,153 shares; 2024Q4: 9,368 shares; 2025Q1: 9,676 shares; 2025Q2: 9,203 shares; 2025Q3: 9,253 shares; 2025Q4: 9,401 shares; 2026Q1: 8,271 shares; 2026Q2: 10,293 shares 10,293 $525K 0.03% +2,022 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,411 shares 4,411 $522K 0.03% new Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,800 shares; 2024Q4: 12,800 shares; 2025Q1: 12,800 shares; 2025Q2: 15,444 shares; 2025Q3: 15,444 shares; 2025Q4: 14,276 shares; 2026Q1: 14,276 shares; 2026Q2: 13,976 shares 13,976 $519K 0.03% -300 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: 2,306 shares; 2024Q4: 2,295 shares; 2025Q1: 2,339 shares; 2025Q2: 2,290 shares; 2025Q3: 3,164 shares; 2025Q4: 1,884 shares; 2026Q1: 1,848 shares; 2026Q2: 2,021 shares 2,021 $517K 0.03% +173 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,559 shares; 2025Q3: 2,735 shares; 2025Q4: 3,490 shares; 2026Q1: 4,304 shares; 2026Q2: 4,454 shares 4,454 $515K 0.03% +150 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,553 shares 2,553 $515K 0.03% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,840 shares; 2025Q3: 60,116 shares; 2025Q4: 57,341 shares; 2026Q1: 59,700 shares; 2026Q2: 54,685 shares 54,685 $513K 0.03% -5,015 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,050 shares; 2024Q4: not reported; 2025Q1: 6,056 shares; 2025Q2: 6,062 shares; 2025Q3: 7,071 shares; 2025Q4: 6,112 shares; 2026Q1: 5,525 shares; 2026Q2: 5,497 shares 5,497 $513K 0.03% -28 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 2,427 shares; 2026Q1: 2,463 shares; 2026Q2: 5,422 shares 5,422 $513K 0.03% +2,959 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,457 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,428 shares 5,428 $508K 0.03% new Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,335 shares; 2025Q3: 8,655 shares; 2025Q4: 10,855 shares; 2026Q1: 17,950 shares; 2026Q2: 19,050 shares 19,050 $508K 0.03% +1,100 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,543 shares; 2024Q4: 2,808 shares; 2025Q1: 1,522 shares; 2025Q2: 2,929 shares; 2025Q3: 2,821 shares; 2025Q4: 1,353 shares; 2026Q1: 1,072 shares; 2026Q2: 1,274 shares 1,274 $507K 0.03% +202 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: 4,891 shares; 2024Q4: 3,496 shares; 2025Q1: 2,575 shares; 2025Q2: 2,602 shares; 2025Q3: 3,955 shares; 2025Q4: 4,626 shares; 2026Q1: 4,971 shares; 2026Q2: 4,936 shares 4,936 $504K 0.03% -35 Timeline SGVT 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: not reported; 2026Q1: not reported; 2026Q2: 4,975 shares 4,975 $501K 0.03% new Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS 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: 129,100 shares; 2025Q4: 214,100 shares; 2026Q1: 214,100 shares; 2026Q2: 214,100 shares 214,100 $499K 0.03% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,308 shares; 2024Q4: 7,160 shares; 2025Q1: 5,514 shares; 2025Q2: 10,769 shares; 2025Q3: 10,427 shares; 2025Q4: 9,663 shares; 2026Q1: 9,663 shares; 2026Q2: 9,772 shares 9,772 $492K 0.03% +109 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,655 shares; 2026Q2: 7,264 shares 7,264 $491K 0.03% +1,609 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: not reported; 2025Q1: 818 shares; 2025Q2: 1,124 shares; 2025Q3: 1,205 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,485 shares 1,485 $490K 0.03% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,170 shares; 2024Q4: 6,025 shares; 2025Q1: 5,992 shares; 2025Q2: 6,080 shares; 2025Q3: 5,177 shares; 2025Q4: 5,005 shares; 2026Q1: 5,619 shares; 2026Q2: 5,864 shares 5,864 $490K 0.03% +245 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: 2,176 shares 2,176 $487K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,109 shares; 2026Q2: 3,569 shares 3,569 $484K 0.03% +460 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,396 shares; 2024Q4: 9,232 shares; 2025Q1: 9,279 shares; 2025Q2: 9,279 shares; 2025Q3: 8,859 shares; 2025Q4: 9,280 shares; 2026Q1: 11,208 shares; 2026Q2: 9,776 shares 9,776 $483K 0.03% -1,432 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: 2,176 shares 2,176 $481K 0.03% new Timeline PIT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,550 shares; 2026Q2: 7,171 shares 7,171 $473K 0.03% +3,621 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,676 shares; 2024Q4: 3,689 shares; 2025Q1: 3,622 shares; 2025Q2: 3,702 shares; 2025Q3: 3,805 shares; 2025Q4: 3,762 shares; 2026Q1: 4,184 shares; 2026Q2: 4,124 shares 4,124 $469K 0.03% -60 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: 3,534 shares; 2024Q4: 3,564 shares; 2025Q1: 3,519 shares; 2025Q2: 5,754 shares; 2025Q3: 4,315 shares; 2025Q4: 8,102 shares; 2026Q1: 16,131 shares; 2026Q2: 10,303 shares 10,303 $467K 0.03% -5,828 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,267 shares; 2026Q2: 12,267 shares 12,267 $467K 0.03% 0 Timeline IMAY 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: not reported; 2026Q2: 14,545 shares 14,545 $461K 0.03% new Timeline GAPR 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: 11,906 shares; 2024Q4: 11,906 shares; 2025Q1: 11,906 shares; 2025Q2: 11,906 shares; 2025Q3: 11,906 shares; 2025Q4: 11,066 shares; 2026Q1: 11,066 shares; 2026Q2: 11,066 shares 11,066 $461K 0.03% 0 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: 7,617 shares; 2024Q4: 36,977 shares; 2025Q1: 17,369 shares; 2025Q2: 53,738 shares; 2025Q3: 58,770 shares; 2025Q4: 16,565 shares; 2026Q1: 11,830 shares; 2026Q2: 8,159 shares 8,159 $461K 0.03% -3,671 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,014 shares; 2024Q4: 5,491 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,009 shares; 2025Q4: 2,060 shares; 2026Q1: 3,860 shares; 2026Q2: 3,863 shares 3,863 $460K 0.03% +3 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: 21,838 shares; 2024Q4: 21,549 shares; 2025Q1: 12,988 shares; 2025Q2: 14,540 shares; 2025Q3: 15,551 shares; 2025Q4: 20,685 shares; 2026Q1: 21,446 shares; 2026Q2: 23,952 shares 23,952 $458K 0.03% +2,506 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,004 shares; 2024Q4: 18,017 shares; 2025Q1: 50,534 shares; 2025Q2: 16,845 shares; 2025Q3: 21,306 shares; 2025Q4: 19,290 shares; 2026Q1: 19,229 shares; 2026Q2: 18,420 shares 18,420 $452K 0.03% -809 Timeline FNOV 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: 7,371 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares; 2026Q2: 7,700 shares 7,700 $450K 0.03% 0 Timeline KJAN 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: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 9,700 shares; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: 9,840 shares; 2026Q2: 9,840 shares 9,840 $449K 0.03% 0 Timeline IAPR 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: 6,515 shares; 2026Q1: 6,515 shares; 2026Q2: 13,425 shares 13,425 $446K 0.03% +6,910 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: 5,313 shares; 2024Q4: not reported; 2025Q1: 3,151 shares; 2025Q2: 5,589 shares; 2025Q3: 7,387 shares; 2025Q4: 5,835 shares; 2026Q1: 3,181 shares; 2026Q2: 6,178 shares 6,178 $446K 0.03% +2,997 Timeline ZMAR 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: 15,765 shares; 2026Q2: 15,765 shares 15,765 $445K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,131 shares; 2025Q1: 2,185 shares; 2025Q2: 2,100 shares; 2025Q3: 3,686 shares; 2025Q4: 3,919 shares; 2026Q1: 4,086 shares; 2026Q2: 4,147 shares 4,147 $444K 0.03% +61 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: 12,479 shares; 2024Q4: 18,832 shares; 2025Q1: 9,228 shares; 2025Q2: 18,756 shares; 2025Q3: 24,344 shares; 2025Q4: 6,052 shares; 2026Q1: 5,854 shares; 2026Q2: 5,730 shares 5,730 $442K 0.03% -124 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,655 shares; 2024Q4: 8,255 shares; 2025Q1: 3,222 shares; 2025Q2: 7,890 shares; 2025Q3: 8,762 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,589 shares 7,589 $439K 0.03% new Timeline SPUS 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: 8,873 shares; 2024Q4: 8,072 shares; 2025Q1: 8,307 shares; 2025Q2: 8,595 shares; 2025Q3: 8,638 shares; 2025Q4: 8,111 shares; 2026Q1: 7,618 shares; 2026Q2: 7,620 shares 7,620 $438K 0.03% +2 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,825 shares; 2026Q2: 8,117 shares 8,117 $438K 0.03% +4,292 Timeline PNOV 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: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares; 2026Q1: 9,800 shares; 2026Q2: 9,800 shares 9,800 $435K 0.03% 0 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: 1,088 shares; 2024Q4: 1,230 shares; 2025Q1: 1,061 shares; 2025Q2: 1,062 shares; 2025Q3: 1,239 shares; 2025Q4: 1,073 shares; 2026Q1: 1,158 shares; 2026Q2: 1,172 shares 1,172 $434K 0.03% +14 Timeline BAPR 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: not reported; 2026Q2: 8,085 shares 8,085 $431K 0.03% 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: 10,266 shares; 2024Q4: 10,266 shares; 2025Q1: 10,266 shares; 2025Q2: 10,266 shares; 2025Q3: 10,216 shares; 2025Q4: 10,216 shares; 2026Q1: 9,726 shares; 2026Q2: 9,396 shares 9,396 $428K 0.03% -330 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,185 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,139 shares 7,139 $426K 0.03% new Timeline ZSEP 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: 15,448 shares; 2025Q4: 15,448 shares; 2026Q1: 15,448 shares; 2026Q2: 15,448 shares 15,448 $426K 0.03% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,229 shares; 2024Q4: 5,148 shares; 2025Q1: 5,109 shares; 2025Q2: 5,092 shares; 2025Q3: 5,105 shares; 2025Q4: 5,114 shares; 2026Q1: 5,678 shares; 2026Q2: 5,485 shares 5,485 $420K 0.03% -193 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,257 shares; 2024Q4: 48,832 shares; 2025Q1: 50,223 shares; 2025Q2: 56,691 shares; 2025Q3: 57,213 shares; 2025Q4: 57,213 shares; 2026Q1: 53,367 shares; 2026Q2: 58,678 shares 58,678 $418K 0.03% +5,311 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: 2,447 shares; 2024Q4: 1,440 shares; 2025Q1: 1,454 shares; 2025Q2: 1,551 shares; 2025Q3: 1,627 shares; 2025Q4: 636 shares; 2026Q1: 644 shares; 2026Q2: 658 shares 658 $418K 0.03% +14 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 14,268 shares 14,268 $418K 0.03% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,541 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,680 shares; 2025Q4: 1,643 shares; 2026Q1: 1,783 shares; 2026Q2: 1,864 shares 1,864 $415K 0.03% +81 Timeline QCJA 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: 17,528 shares; 2026Q2: 17,528 shares 17,528 $410K 0.03% 0 Timeline GJAN 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: 9,072 shares; 2026Q2: 9,072 shares 9,072 $408K 0.03% 0 Timeline GRWG GROWGENERATION CORP More: the full row for GROWGENERATION 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: 275,847 shares; 2025Q4: 275,847 shares; 2026Q1: 275,847 shares; 2026Q2: 275,847 shares 275,847 $408K 0.03% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,668 shares; 2026Q1: 4,966 shares; 2026Q2: 5,973 shares 5,973 $408K 0.03% +1,007 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 686 shares; 2025Q1: 682 shares; 2025Q2: 685 shares; 2025Q3: 800 shares; 2025Q4: 729 shares; 2026Q1: 712 shares; 2026Q2: 830 shares 830 $408K 0.03% +118 Timeline UMMA 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: not reported; 2025Q3: not reported; 2025Q4: 7,018 shares; 2026Q1: 10,322 shares; 2026Q2: 10,322 shares 10,322 $407K 0.03% 0 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: 38,505 shares; 2024Q4: 27,646 shares; 2025Q1: 25,774 shares; 2025Q2: 26,796 shares; 2025Q3: 30,720 shares; 2025Q4: 16,137 shares; 2026Q1: 20,104 shares; 2026Q2: 19,552 shares 19,552 $405K 0.03% -552 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: 1,405 shares; 2024Q4: 1,494 shares; 2025Q1: 1,387 shares; 2025Q2: 1,391 shares; 2025Q3: 1,521 shares; 2025Q4: 1,449 shares; 2026Q1: 1,470 shares; 2026Q2: 1,291 shares 1,291 $404K 0.03% -179 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: 1,019 shares; 2024Q4: 1,032 shares; 2025Q1: not reported; 2025Q2: 1,196 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 734 shares; 2026Q2: 629 shares 629 $403K 0.03% -105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,336 shares; 2025Q4: 3,085 shares; 2026Q1: 3,140 shares; 2026Q2: 3,890 shares 3,890 $402K 0.03% +750 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,488 shares 2,488 $402K 0.03% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,280 shares; 2024Q4: 2,219 shares; 2025Q1: 2,282 shares; 2025Q2: 2,354 shares; 2025Q3: 2,773 shares; 2025Q4: 2,348 shares; 2026Q1: 3,158 shares; 2026Q2: 3,635 shares 3,635 $398K 0.03% +477 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 562 shares; 2026Q2: 412 shares 412 $398K 0.03% -150 Timeline KMAY 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: not reported; 2026Q2: 13,024 shares 13,024 $396K 0.03% new Timeline ZJUN 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: 7,860 shares; 2025Q3: 7,860 shares; 2025Q4: 7,860 shares; 2026Q1: 7,860 shares; 2026Q2: 14,410 shares 14,410 $395K 0.03% +6,550 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,259 shares; 2024Q4: 2,198 shares; 2025Q1: 2,289 shares; 2025Q2: 2,300 shares; 2025Q3: 2,305 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,366 shares 3,366 $393K 0.03% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 3,185 shares; 2025Q1: 2,965 shares; 2025Q2: 3,291 shares; 2025Q3: 3,785 shares; 2025Q4: 2,823 shares; 2026Q1: 3,425 shares; 2026Q2: 3,576 shares 3,576 $392K 0.03% +151 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares; 2025Q4: 1,041 shares; 2026Q1: 1,068 shares; 2026Q2: 1,083 shares 1,083 $390K 0.03% +15 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: 7,741 shares 7,741 $390K 0.03% new Timeline IWR 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: 2,896 shares; 2025Q1: 2,896 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 3,563 shares; 2026Q1: 3,619 shares; 2026Q2: 3,497 shares 3,497 $386K 0.02% -122 Timeline AUGM 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: 15,546 shares; 2024Q4: 15,546 shares; 2025Q1: 15,546 shares; 2025Q2: 15,546 shares; 2025Q3: 10,986 shares; 2025Q4: 10,986 shares; 2026Q1: 10,986 shares; 2026Q2: 10,986 shares 10,986 $385K 0.02% 0 Timeline FDEC 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: 7,418 shares; 2025Q1: 7,418 shares; 2025Q2: 7,418 shares; 2025Q3: 7,418 shares; 2025Q4: 7,808 shares; 2026Q1: 7,808 shares; 2026Q2: 7,066 shares 7,066 $385K 0.02% -742 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,094 shares; 2024Q4: 5,681 shares; 2025Q1: 4,082 shares; 2025Q2: 4,233 shares; 2025Q3: 4,837 shares; 2025Q4: 3,469 shares; 2026Q1: 3,946 shares; 2026Q2: 4,185 shares 4,185 $384K 0.02% +239 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 1,962 shares; 2026Q2: 2,134 shares 2,134 $383K 0.02% +172 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 1,860 shares 1,860 $383K 0.02% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 924 shares; 2024Q4: 928 shares; 2025Q1: 919 shares; 2025Q2: 925 shares; 2025Q3: 1,262 shares; 2025Q4: 935 shares; 2026Q1: 957 shares; 2026Q2: 941 shares 941 $379K 0.02% -16 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,139 shares; 2024Q4: 6,700 shares; 2025Q1: 6,792 shares; 2025Q2: 6,358 shares; 2025Q3: 6,358 shares; 2025Q4: 4,581 shares; 2026Q1: 4,388 shares; 2026Q2: 4,464 shares 4,464 $378K 0.02% +76 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 2,334 shares; 2025Q4: 1,966 shares; 2026Q1: 1,810 shares; 2026Q2: 1,658 shares 1,658 $376K 0.02% -152 Timeline SGOL ETFS GOLD TR More: the full row for ETFS 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: 7,888 shares; 2026Q1: 9,843 shares; 2026Q2: 9,840 shares 9,840 $376K 0.02% -3 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: 7,971 shares; 2024Q4: 9,484 shares; 2025Q1: 9,652 shares; 2025Q2: 11,131 shares; 2025Q3: 13,859 shares; 2025Q4: 3,059 shares; 2026Q1: 2,971 shares; 2026Q2: 3,289 shares 3,289 $376K 0.02% +318 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: 9,004 shares; 2024Q4: 4,081 shares; 2025Q1: 3,956 shares; 2025Q2: not reported; 2025Q3: 5,433 shares; 2025Q4: 4,227 shares; 2026Q1: 5,940 shares; 2026Q2: 6,448 shares 6,448 $372K 0.02% +508 Timeline BNOV 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: 6,140 shares; 2025Q1: 6,140 shares; 2025Q2: 6,140 shares; 2025Q3: 6,140 shares; 2025Q4: 7,762 shares; 2026Q1: 7,762 shares; 2026Q2: 7,762 shares 7,762 $371K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 4,837 shares; 2025Q1: 4,837 shares; 2025Q2: 4,862 shares; 2025Q3: 4,862 shares; 2025Q4: 4,891 shares; 2026Q1: 4,262 shares; 2026Q2: 3,783 shares 3,783 $361K 0.02% -479 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,896 shares; 2024Q4: 12,201 shares; 2025Q1: 7,246 shares; 2025Q2: 7,096 shares; 2025Q3: 7,096 shares; 2025Q4: 7,096 shares; 2026Q1: 7,096 shares; 2026Q2: 7,096 shares 7,096 $358K 0.02% 0 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: 3,697 shares; 2024Q4: 3,697 shares; 2025Q1: 3,633 shares; 2025Q2: 3,473 shares; 2025Q3: 3,073 shares; 2025Q4: 3,059 shares; 2026Q1: 2,869 shares; 2026Q2: 2,869 shares 2,869 $357K 0.02% 0 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: not reported; 2026Q1: not reported; 2026Q2: 13,385 shares 13,385 $357K 0.02% new Timeline BFEB 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: 6,680 shares; 2026Q2: 6,680 shares 6,680 $352K 0.02% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: not reported; 2025Q1: 2,975 shares; 2025Q2: 2,975 shares; 2025Q3: 3,020 shares; 2025Q4: 2,950 shares; 2026Q1: 2,951 shares; 2026Q2: 2,147 shares 2,147 $351K 0.02% -804 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,394 shares 3,394 $349K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 406 shares; 2025Q1: not reported; 2025Q2: 255 shares; 2025Q3: 584 shares; 2025Q4: 373 shares; 2026Q1: 583 shares; 2026Q2: 1,336 shares 1,336 $349K 0.02% +753 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,265 shares; 2025Q4: 2,242 shares; 2026Q1: 2,947 shares; 2026Q2: 2,746 shares 2,746 $347K 0.02% -201 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: 7,655 shares; 2024Q4: 7,655 shares; 2025Q1: 7,655 shares; 2025Q2: 5,435 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 5,170 shares; 2026Q2: 5,785 shares 5,785 $347K 0.02% +615 Timeline FGD 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: 12,016 shares; 2024Q4: 12,076 shares; 2025Q1: 12,092 shares; 2025Q2: 12,237 shares; 2025Q3: 11,702 shares; 2025Q4: 10,964 shares; 2026Q1: 10,812 shares; 2026Q2: 10,806 shares 10,806 $346K 0.02% -6 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: 275 shares; 2025Q1: 253 shares; 2025Q2: 438 shares; 2025Q3: 570 shares; 2025Q4: 564 shares; 2026Q1: 331 shares; 2026Q2: 356 shares 356 $342K 0.02% +25 Timeline HLAL 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: not reported; 2025Q3: not reported; 2025Q4: 3,778 shares; 2026Q1: 4,787 shares; 2026Q2: 4,786 shares 4,786 $342K 0.02% -1 Timeline GOVI 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: 5,660 shares 5,660 $341K 0.02% new 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: 2,506 shares; 2024Q4: 2,570 shares; 2025Q1: 2,508 shares; 2025Q2: 1,127 shares; 2025Q3: 1,118 shares; 2025Q4: 1,057 shares; 2026Q1: 1,134 shares; 2026Q2: 1,135 shares 1,135 $341K 0.02% +1 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,305 shares; 2024Q4: 11,051 shares; 2025Q1: 7,010 shares; 2025Q2: 13,896 shares; 2025Q3: 17,003 shares; 2025Q4: 6,726 shares; 2026Q1: 6,685 shares; 2026Q2: 5,509 shares 5,509 $337K 0.02% -1,176 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,683 shares; 2026Q1: 5,681 shares; 2026Q2: 6,529 shares 6,529 $336K 0.02% +848 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: 7,886 shares; 2024Q4: 7,886 shares; 2025Q1: 7,886 shares; 2025Q2: 7,886 shares; 2025Q3: 7,886 shares; 2025Q4: 7,116 shares; 2026Q1: 7,116 shares; 2026Q2: 7,116 shares 7,116 $335K 0.02% 0 Timeline KFEB 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: 10,655 shares; 2026Q2: 10,655 shares 10,655 $331K 0.02% 0 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: 6,253 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,165 shares; 2026Q1: 5,133 shares; 2026Q2: 5,000 shares 5,000 $328K 0.02% -133 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,046 shares; 2024Q4: 31,773 shares; 2025Q1: 26,907 shares; 2025Q2: 26,624 shares; 2025Q3: 23,574 shares; 2025Q4: 12,434 shares; 2026Q1: 13,429 shares; 2026Q2: 13,198 shares 13,198 $328K 0.02% -231 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,139 shares; 2024Q4: 3,388 shares; 2025Q1: 3,131 shares; 2025Q2: 4,806 shares; 2025Q3: 6,496 shares; 2025Q4: 3,244 shares; 2026Q1: 3,183 shares; 2026Q2: 3,118 shares 3,118 $324K 0.02% -65 Timeline GSY 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: 6,571 shares; 2024Q4: 6,603 shares; 2025Q1: 6,682 shares; 2025Q2: 6,659 shares; 2025Q3: 6,734 shares; 2025Q4: 6,806 shares; 2026Q1: 6,878 shares; 2026Q2: 6,434 shares 6,434 $323K 0.02% -444 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: 1,848 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,123 shares; 2025Q4: 2,618 shares; 2026Q1: 2,704 shares; 2026Q2: 11,765 shares 11,765 $322K 0.02% +9,061 Timeline NJAN 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 5,460 shares; 2026Q1: 5,460 shares; 2026Q2: 5,460 shares 5,460 $322K 0.02% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,045 shares 7,045 $321K 0.02% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,287 shares; 2026Q1: 5,541 shares; 2026Q2: 5,562 shares 5,562 $321K 0.02% +21 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: 419 shares; 2024Q4: 416 shares; 2025Q1: 419 shares; 2025Q2: 572 shares; 2025Q3: 718 shares; 2025Q4: 446 shares; 2026Q1: 462 shares; 2026Q2: 424 shares 424 $320K 0.02% -38 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: 2,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,437 shares; 2025Q4: 2,417 shares; 2026Q1: 2,418 shares; 2026Q2: 2,419 shares 2,419 $318K 0.02% +1 Timeline SPSK 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: 11,412 shares; 2024Q4: 15,236 shares; 2025Q1: 15,652 shares; 2025Q2: 16,223 shares; 2025Q3: 17,353 shares; 2025Q4: 14,416 shares; 2026Q1: 17,581 shares; 2026Q2: 17,602 shares 17,602 $317K 0.02% +21 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: not reported; 2026Q2: 1,182 shares 1,182 $317K 0.02% new 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: 2,409 shares; 2024Q4: 1,557 shares; 2025Q1: 1,561 shares; 2025Q2: 1,564 shares; 2025Q3: 1,788 shares; 2025Q4: 1,772 shares; 2026Q1: 1,740 shares; 2026Q2: 1,709 shares 1,709 $317K 0.02% -31 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: 6,663 shares; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 1,336 shares; 2026Q1: 1,265 shares; 2026Q2: 1,462 shares 1,462 $316K 0.02% +197 Timeline PPL PPL CORP More: the full row for PPL 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: 8,698 shares 8,698 $316K 0.02% new Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,650 shares; 2024Q4: 8,784 shares; 2025Q1: 8,784 shares; 2025Q2: 8,784 shares; 2025Q3: 8,784 shares; 2025Q4: 8,784 shares; 2026Q1: 8,784 shares; 2026Q2: 8,784 shares 8,784 $315K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,461 shares; 2024Q4: 2,241 shares; 2025Q1: 3,182 shares; 2025Q2: 1,561 shares; 2025Q3: 2,245 shares; 2025Q4: 1,724 shares; 2026Q1: 1,851 shares; 2026Q2: 2,082 shares 2,082 $315K 0.02% +231 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,296 shares; 2024Q4: 3,428 shares; 2025Q1: 3,302 shares; 2025Q2: 3,441 shares; 2025Q3: 3,423 shares; 2025Q4: not reported; 2026Q1: 6,401 shares; 2026Q2: 7,566 shares 7,566 $311K 0.02% +1,165 Timeline CME CME GROUP INC More: the full row for CME GROUP 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: 761 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,384 shares 1,384 $306K 0.02% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,685 shares 10,685 $305K 0.02% new 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: 9,666 shares; 2024Q4: 9,066 shares; 2025Q1: 8,913 shares; 2025Q2: 9,107 shares; 2025Q3: 21,926 shares; 2025Q4: 17,297 shares; 2026Q1: 10,017 shares; 2026Q2: 9,997 shares 9,997 $305K 0.02% -20 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,217 shares; 2024Q4: 23,720 shares; 2025Q1: 23,779 shares; 2025Q2: 24,688 shares; 2025Q3: 25,094 shares; 2025Q4: 21,413 shares; 2026Q1: 21,132 shares; 2026Q2: 20,838 shares 20,838 $304K 0.02% -294 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: 3,817 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,681 shares; 2026Q2: 2,216 shares 2,216 $303K 0.02% +535 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 11,391 shares 11,391 $302K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 266 shares; 2026Q2: 290 shares 290 $302K 0.02% +24 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,445 shares; 2024Q4: 23,412 shares; 2025Q1: 16,667 shares; 2025Q2: 18,100 shares; 2025Q3: 17,877 shares; 2025Q4: 3,634 shares; 2026Q1: 3,643 shares; 2026Q2: 3,656 shares 3,656 $302K 0.02% +13 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; 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: 3,258 shares 3,258 $302K 0.02% new Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,000 shares; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 25,968 shares; 2025Q3: 32,190 shares; 2025Q4: 20,990 shares; 2026Q1: 20,990 shares; 2026Q2: 8,190 shares 8,190 $301K 0.02% -12,800 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: 3,740 shares; 2024Q4: 3,737 shares; 2025Q1: 2,716 shares; 2025Q2: 2,612 shares; 2025Q3: 2,468 shares; 2025Q4: 1,694 shares; 2026Q1: 2,179 shares; 2026Q2: 1,974 shares 1,974 $300K 0.02% -205 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: 6,870 shares; 2024Q4: 6,870 shares; 2025Q1: 6,870 shares; 2025Q2: 6,870 shares; 2025Q3: 6,870 shares; 2025Q4: 6,870 shares; 2026Q1: 6,870 shares; 2026Q2: 6,870 shares 6,870 $296K 0.02% 0 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: 10,087 shares; 2024Q4: 10,177 shares; 2025Q1: 22,083 shares; 2025Q2: 7,968 shares; 2025Q3: 8,061 shares; 2025Q4: 7,833 shares; 2026Q1: 7,833 shares; 2026Q2: 7,789 shares 7,789 $296K 0.02% -44 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 803 shares; 2024Q4: 749 shares; 2025Q1: 753 shares; 2025Q2: 752 shares; 2025Q3: 858 shares; 2025Q4: 666 shares; 2026Q1: 702 shares; 2026Q2: 707 shares 707 $293K 0.02% +5 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,911 shares; 2026Q2: 10,628 shares 10,628 $293K 0.02% +1,717 Timeline GFEB 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: 6,588 shares; 2024Q4: 6,588 shares; 2025Q1: 6,588 shares; 2025Q2: 6,588 shares; 2025Q3: 6,198 shares; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares; 2026Q2: 6,658 shares 6,658 $293K 0.02% +460 Timeline XJUN 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: 7,334 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 7,334 shares; 2025Q3: 7,145 shares; 2025Q4: 6,745 shares; 2026Q1: 6,745 shares; 2026Q2: 6,586 shares 6,586 $293K 0.02% -159 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,414 shares; 2024Q4: 7,347 shares; 2025Q1: 7,448 shares; 2025Q2: 7,128 shares; 2025Q3: 7,133 shares; 2025Q4: 4,736 shares; 2026Q1: 5,024 shares; 2026Q2: 5,032 shares 5,032 $292K 0.02% +8 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,755 shares; 2024Q4: 22,929 shares; 2025Q1: 22,387 shares; 2025Q2: 22,526 shares; 2025Q3: 24,555 shares; 2025Q4: 5,557 shares; 2026Q1: 5,575 shares; 2026Q2: 6,115 shares 6,115 $291K 0.02% +540 Timeline SPPP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,825 shares; 2026Q2: 23,250 shares 23,250 $289K 0.02% +5,425 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,335 shares; 2025Q4: 9,928 shares; 2026Q1: 1,812 shares; 2026Q2: 1,715 shares 1,715 $289K 0.02% -97 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: 1,069 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 836 shares; 2026Q1: 796 shares; 2026Q2: 790 shares 790 $289K 0.02% -6 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: 5,801 shares; 2024Q4: 5,201 shares; 2025Q1: 4,165 shares; 2025Q2: 4,281 shares; 2025Q3: 4,073 shares; 2025Q4: 3,553 shares; 2026Q1: 3,997 shares; 2026Q2: 4,023 shares 4,023 $288K 0.02% +26 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: 78,735 shares; 2024Q4: 6,176 shares; 2025Q1: 54,681 shares; 2025Q2: 38,883 shares; 2025Q3: 5,936 shares; 2025Q4: 5,936 shares; 2026Q1: 5,936 shares; 2026Q2: 5,936 shares 5,936 $286K 0.02% 0 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: 2,952 shares 2,952 $285K 0.02% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,217 shares 3,217 $285K 0.02% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 678 shares; 2026Q2: 1,002 shares 1,002 $282K 0.02% +324 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,223 shares; 2024Q4: not reported; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,500 shares; 2025Q4: 3,000 shares; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500 $282K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,051 shares 3,051 $281K 0.02% new Timeline