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Maridea Wealth Management LLC

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13F filer, CIK 2056245, BROOKLYN, NY

Maridea Wealth Management LLC reported $924,114,461 across 547 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-06. Its ten largest share positions make up 19.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-001115

Period
2026-06-30
Reported value
$924M
Holdings
547
Top 10 weight
19.62%
New
149
Sold out
56

Largest buys vs the previous quarter

SecurityShares changeApprox. value
THMRnew+833,977$21.2M
SPYadded+18,644$13.9M
RSPnew+60,331$12.8M
VUGadded+131,629$11.3M
BILadded+91,337$8.37M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BARreduced-139,240-$5.5M
SMHreduced-5,060-$3.32M
GLWreduced-12,617-$3.22M
AMDreduced-5,115-$2.97M
PDBCreduced-157,242-$2.5M

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

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001951757-26-001115, largest first. % of portfolio is the value over $919,737,488, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,164 shares; 2025Q1: 64,942 shares; 2025Q2: 40,980 shares; 2025Q3: 201,856 shares; 2025Q4: 212,752 shares; 2026Q1: 226,471 shares; 2026Q2: 317,808 shares 317,808$29.1M3.17%+91,337Timeline
THMRTHOR FINL TECHNOLOGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 833,977 shares 833,977$21.2M2.3%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 464 shares; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 5,558 shares; 2025Q4: 5,951 shares; 2026Q1: 6,017 shares; 2026Q2: 24,661 shares 24,661$18.4M2%+18,644Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 172,114 shares; 2025Q1: 169,140 shares; 2025Q2: 149,453 shares; 2025Q3: 155,014 shares; 2025Q4: 126,450 shares; 2026Q1: 107,858 shares; 2026Q2: 179,261 shares 179,261$18M1.96%+71,403Timeline
WBILABSOLUTE SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 567,994 shares; 2025Q1: 572,898 shares; 2025Q2: 563,594 shares; 2025Q3: 523,436 shares; 2025Q4: 492,192 shares; 2026Q1: 463,155 shares; 2026Q2: 439,306 shares 439,306$17.7M1.92%-23,849Timeline
WBIGABSOLUTE SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 834,391 shares; 2025Q1: 836,123 shares; 2025Q2: 820,430 shares; 2025Q3: 751,817 shares; 2025Q4: 703,125 shares; 2026Q1: 664,185 shares; 2026Q2: 628,124 shares 628,124$16.2M1.77%-36,061Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,049 shares; 2025Q1: 45,333 shares; 2025Q2: 53,799 shares; 2025Q3: 72,062 shares; 2025Q4: 64,852 shares; 2026Q1: 68,499 shares; 2026Q2: 80,757 shares 80,757$16.2M1.76%+12,258Timeline
WBIFABSOLUTE SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 548,685 shares; 2025Q1: 552,357 shares; 2025Q2: 542,510 shares; 2025Q3: 502,203 shares; 2025Q4: 473,692 shares; 2026Q1: 445,548 shares; 2026Q2: 421,854 shares 421,854$15.1M1.64%-23,694Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,963 shares; 2025Q1: 7,271 shares; 2025Q2: 10,439 shares; 2025Q3: 31,561 shares; 2025Q4: 35,745 shares; 2026Q1: 38,360 shares; 2026Q2: 41,951 shares 41,951$14.8M1.61%+3,591Timeline
WBIYABSOLUTE SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 547,975 shares; 2025Q1: 475,871 shares; 2025Q2: 464,677 shares; 2025Q3: 430,978 shares; 2025Q4: 420,582 shares; 2026Q1: 405,808 shares; 2026Q2: 392,719 shares 392,719$13.7M1.49%-13,089Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,525 shares; 2025Q1: 15,730 shares; 2025Q2: 15,343 shares; 2025Q3: 38,501 shares; 2025Q4: 45,426 shares; 2026Q1: 48,032 shares; 2026Q2: 56,662 shares 56,662$13.5M1.47%+8,630Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,554 shares; 2025Q1: 12,502 shares; 2025Q2: 14,696 shares; 2025Q3: 26,496 shares; 2025Q4: 24,203 shares; 2026Q1: 24,770 shares; 2026Q2: 156,399 shares 156,399$13.5M1.46%+131,629Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,470 shares; 2025Q1: 15,081 shares; 2025Q2: 18,691 shares; 2025Q3: 27,001 shares; 2025Q4: 27,348 shares; 2026Q1: 30,809 shares; 2026Q2: 46,089 shares 46,089$13.3M1.45%+15,280Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,072 shares; 2025Q4: 10,432 shares; 2026Q1: not reported; 2026Q2: 60,331 shares 60,331$12.8M1.4%newTimeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 193,259 shares; 2025Q1: 320,167 shares; 2025Q2: 338,901 shares; 2025Q3: 268,174 shares; 2025Q4: 279,049 shares; 2026Q1: 288,209 shares; 2026Q2: 278,344 shares 278,344$12.7M1.38%-9,865Timeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 204,611 shares; 2025Q1: 551,522 shares; 2025Q2: 651,565 shares; 2025Q3: 509,856 shares; 2025Q4: 542,178 shares; 2026Q1: 566,856 shares; 2026Q2: 481,433 shares 481,433$11.8M1.28%-85,423Timeline
CLIPGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,165 shares; 2025Q3: 3,810 shares; 2025Q4: not reported; 2026Q1: 129,343 shares; 2026Q2: 110,539 shares 110,539$11.1M1.21%-18,804Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,608 shares; 2025Q1: 9,641 shares; 2025Q2: 284,264 shares; 2025Q3: 318,151 shares; 2025Q4: 337,327 shares; 2026Q1: 347,320 shares; 2026Q2: 322,472 shares 322,472$10.9M1.19%-24,848Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,189 shares; 2025Q1: 32,795 shares; 2025Q2: 30,835 shares; 2025Q3: 23,446 shares; 2025Q4: 15,991 shares; 2026Q1: 15,499 shares; 2026Q2: 14,040 shares 14,040$10.3M1.12%-1,459Timeline
CLOIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 172,765 shares; 2025Q1: 133,812 shares; 2025Q2: 134,247 shares; 2025Q3: 167,948 shares; 2025Q4: 158,892 shares; 2026Q1: 162,257 shares; 2026Q2: 157,402 shares 157,402$8.33M0.91%-4,855Timeline
CAOSEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,147 shares; 2026Q1: 82,000 shares; 2026Q2: 90,540 shares 90,540$8.18M0.89%+8,540Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192,460 shares; 2025Q4: 244,761 shares; 2026Q1: 295,042 shares; 2026Q2: 326,838 shares 326,838$8.06M0.88%+31,796Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,004 shares; 2025Q4: 82,649 shares; 2026Q1: 101,634 shares; 2026Q2: 107,135 shares 107,135$7.74M0.84%+5,501Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,532 shares; 2025Q3: 198,335 shares; 2025Q4: 191,125 shares; 2026Q1: 178,616 shares; 2026Q2: 261,439 shares 261,439$7.57M0.82%+82,823Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79,193 shares; 2025Q1: 75,375 shares; 2025Q2: 121,689 shares; 2025Q3: 133,570 shares; 2025Q4: 160,318 shares; 2026Q1: 167,277 shares; 2026Q2: 199,077 shares 199,077$7.27M0.79%+31,800Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,791 shares; 2025Q3: 25,254 shares; 2025Q4: 24,038 shares; 2026Q1: 22,864 shares; 2026Q2: 21,701 shares 21,701$7.26M0.79%-1,163Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,985 shares; 2025Q1: 6,401 shares; 2025Q2: 7,688 shares; 2025Q3: 10,032 shares; 2025Q4: 10,720 shares; 2026Q1: 11,806 shares; 2026Q2: 16,482 shares 16,482$6.93M0.75%+4,676Timeline
AVMVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,581 shares; 2025Q4: 66,449 shares; 2026Q1: 81,119 shares; 2026Q2: 83,666 shares 83,666$6.74M0.73%+2,547Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,389 shares; 2025Q4: 43,529 shares; 2026Q1: 52,233 shares; 2026Q2: 53,728 shares 53,728$6.7M0.73%+1,495Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,665 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,744 shares; 2025Q4: 110,759 shares; 2026Q1: 130,124 shares; 2026Q2: 145,235 shares 145,235$6.7M0.73%+15,111Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,811 shares; 2025Q1: 68,491 shares; 2025Q2: 80,433 shares; 2025Q3: 95,266 shares; 2025Q4: 150,509 shares; 2026Q1: 135,980 shares; 2026Q2: 138,140 shares 138,140$6.32M0.69%+2,160Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,760 shares; 2025Q1: not reported; 2025Q2: 13,024 shares; 2025Q3: 17,098 shares; 2025Q4: 17,200 shares; 2026Q1: 15,851 shares; 2026Q2: 10,736 shares 10,736$6.24M0.68%-5,115Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,493 shares; 2025Q4: 64,621 shares; 2026Q1: 63,717 shares; 2026Q2: 65,250 shares 65,250$5.73M0.62%+1,533Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,018 shares; 2025Q1: 5,564 shares; 2025Q2: 9,233 shares; 2025Q3: 14,219 shares; 2025Q4: 14,504 shares; 2026Q1: 9,657 shares; 2026Q2: 14,534 shares 14,534$5.42M0.59%+4,877Timeline
ACYNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,107 shares; 2026Q2: 257,670 shares 257,670$5.36M0.58%+200,563Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,997 shares; 2025Q3: 64,742 shares; 2025Q4: 62,853 shares; 2026Q1: 61,224 shares; 2026Q2: 58,851 shares 58,851$5.34M0.58%-2,373Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,397 shares; 2025Q1: 26,261 shares; 2025Q2: 19,946 shares; 2025Q3: 18,275 shares; 2025Q4: 15,625 shares; 2026Q1: 14,599 shares; 2026Q2: 14,476 shares 14,476$5.33M0.58%-123Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,567 shares; 2025Q1: 5,453 shares; 2025Q2: 5,643 shares; 2025Q3: 7,513 shares; 2025Q4: 7,785 shares; 2026Q1: 8,442 shares; 2026Q2: 12,697 shares 12,697$5.2M0.57%+4,255Timeline
WGMICOINSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,838 shares; 2025Q1: 82,739 shares; 2025Q2: 86,361 shares; 2025Q3: 68,614 shares; 2025Q4: 93,388 shares; 2026Q1: 100,716 shares; 2026Q2: 81,042 shares 81,042$5.11M0.56%-19,674Timeline
AFLGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,290 shares; 2025Q1: 15,592 shares; 2025Q2: 9,089 shares; 2025Q3: 16,508 shares; 2025Q4: 99,334 shares; 2026Q1: 106,762 shares; 2026Q2: 117,671 shares 117,671$5.11M0.56%+10,909Timeline
NFLTETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,086 shares; 2025Q4: 167,981 shares; 2026Q1: 196,204 shares; 2026Q2: 218,532 shares 218,532$5.02M0.55%+22,328Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,241 shares; 2025Q1: 29,375 shares; 2025Q2: 6,734 shares; 2025Q3: 53,841 shares; 2025Q4: 120,504 shares; 2026Q1: 121,167 shares; 2026Q2: 94,059 shares 94,059$5M0.54%-27,108Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,839 shares; 2025Q4: 97,367 shares; 2026Q1: 114,040 shares; 2026Q2: 127,262 shares 127,262$4.99M0.54%+13,222Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,492 shares; 2025Q4: 85,184 shares; 2026Q1: 110,967 shares; 2026Q2: 122,980 shares 122,980$4.95M0.54%+12,013Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,871 shares; 2025Q1: 5,634 shares; 2025Q2: 3,067 shares; 2025Q3: 5,942 shares; 2025Q4: 6,100 shares; 2026Q1: 6,414 shares; 2026Q2: 7,173 shares 7,173$4.93M0.54%+759Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,015 shares; 2025Q4: 31,828 shares; 2026Q1: 22,332 shares; 2026Q2: 27,790 shares 27,790$4.9M0.53%+5,458Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,236 shares; 2025Q1: 1,024 shares; 2025Q2: 1,488 shares; 2025Q3: 12,208 shares; 2025Q4: 12,016 shares; 2026Q1: 11,457 shares; 2026Q2: 55,667 shares 55,667$4.89M0.53%+44,210Timeline
PCTPURECYCLE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105,352 shares; 2025Q1: 147,972 shares; 2025Q2: 264,150 shares; 2025Q3: 263,415 shares; 2025Q4: 479,406 shares; 2026Q1: 54,174 shares; 2026Q2: 602,780 shares 602,780$4.89M0.53%+548,606Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,056 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,634 shares; 2025Q4: 23,559 shares; 2026Q1: 22,476 shares; 2026Q2: 25,565 shares 25,565$4.87M0.53%+3,089Timeline
ISPYPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,713 shares; 2025Q4: 52,734 shares; 2026Q1: 68,163 shares; 2026Q2: 98,144 shares 98,144$4.73M0.51%+29,981Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,034 shares; 2025Q1: 2,282 shares; 2025Q2: 3,176 shares; 2025Q3: 8,083 shares; 2025Q4: 9,896 shares; 2026Q1: 7,266 shares; 2026Q2: 8,359 shares 8,359$4.71M0.51%+1,093Timeline
USDUWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 102,169 shares; 2025Q1: 164,749 shares; 2025Q2: 61,716 shares; 2025Q3: 125,943 shares; 2025Q4: 225,417 shares; 2026Q1: 100,114 shares; 2026Q2: 170,411 shares 170,411$4.56M0.5%+70,297Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,673 shares; 2025Q4: 4,748 shares; 2026Q1: 5,426 shares; 2026Q2: 12,478 shares 12,478$4.26M0.46%+7,052Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,541 shares; 2025Q4: 59,107 shares; 2026Q1: 87,104 shares; 2026Q2: 82,875 shares 82,875$4.18M0.45%-4,229Timeline
WRBYWARBY PARKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,306 shares; 2026Q1: 112,581 shares; 2026Q2: 135,324 shares 135,324$4.11M0.45%+22,743Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,854 shares; 2025Q1: 36,443 shares; 2025Q2: 147,985 shares; 2025Q3: 140,850 shares; 2025Q4: 123,506 shares; 2026Q1: 120,620 shares; 2026Q2: 127,410 shares 127,410$4.04M0.44%+6,790Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,141 shares; 2025Q1: 4,919 shares; 2025Q2: 17,166 shares; 2025Q3: 27,832 shares; 2025Q4: 35,789 shares; 2026Q1: 34,940 shares; 2026Q2: 30,152 shares 30,152$3.85M0.42%-4,788Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,618 shares; 2025Q1: 7,275 shares; 2025Q2: 17,798 shares; 2025Q3: 16,126 shares; 2025Q4: 18,184 shares; 2026Q1: 13,757 shares; 2026Q2: 12,269 shares 12,269$3.72M0.4%-1,488Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,937 shares; 2025Q1: 17,210 shares; 2025Q2: 14,097 shares; 2025Q3: 20,591 shares; 2025Q4: 59,918 shares; 2026Q1: 80,975 shares; 2026Q2: 85,270 shares 85,270$3.68M0.4%+4,295Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,800 shares; 2025Q3: 184,185 shares; 2025Q4: 214,922 shares; 2026Q1: 231,757 shares; 2026Q2: 92,517 shares 92,517$3.66M0.4%-139,240Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,743 shares; 2025Q1: 13,260 shares; 2025Q2: 26,767 shares; 2025Q3: 30,309 shares; 2025Q4: 30,776 shares; 2026Q1: 29,053 shares; 2026Q2: 26,549 shares 26,549$3.54M0.38%-2,504Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,021 shares; 2025Q1: 1,124 shares; 2025Q2: not reported; 2025Q3: 4,331 shares; 2025Q4: 5,957 shares; 2026Q1: 6,897 shares; 2026Q2: 6,742 shares 6,742$3.46M0.38%-155Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,589 shares; 2025Q1: 1,297 shares; 2025Q2: 1,335 shares; 2025Q3: 1,326 shares; 2025Q4: 1,042 shares; 2026Q1: 2,002 shares; 2026Q2: 4,353 shares 4,353$3.32M0.36%+2,351Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,847 shares 10,847$3.29M0.36%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,581 shares; 2025Q1: 1,649 shares; 2025Q2: 5,043 shares; 2025Q3: 7,079 shares; 2025Q4: 7,124 shares; 2026Q1: 7,430 shares; 2026Q2: 9,015 shares 9,015$3.22M0.35%+1,585Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,027 shares; 2025Q4: 16,164 shares; 2026Q1: 16,047 shares; 2026Q2: 17,360 shares 17,360$3.22M0.35%+1,313Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,982 shares; 2025Q4: 20,145 shares; 2026Q1: 19,602 shares; 2026Q2: 19,660 shares 19,660$3.21M0.35%+58Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,600 shares; 2025Q1: 18,828 shares; 2025Q2: 21,175 shares; 2025Q3: 33,325 shares; 2025Q4: 30,368 shares; 2026Q1: 32,360 shares; 2026Q2: 44,167 shares 44,167$3.15M0.34%+11,807Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 1,945 shares; 2026Q1: 691 shares; 2026Q2: 2,934 shares 2,934$3.12M0.34%+2,243Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,478 shares; 2025Q4: 6,699 shares; 2026Q1: 8,341 shares; 2026Q2: 8,147 shares 8,147$3.06M0.33%-194Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 13,797 shares; 2025Q4: 11,693 shares; 2026Q1: 2,877 shares; 2026Q2: 2,624 shares 2,624$3.03M0.33%-253Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,484 shares; 2025Q1: 7,103 shares; 2025Q2: 6,920 shares; 2025Q3: 19,393 shares; 2025Q4: 41,967 shares; 2026Q1: 42,619 shares; 2026Q2: 66,541 shares 66,541$3.02M0.33%+23,922Timeline
CLSKCLEANSPARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 159,750 shares; 2025Q1: 298,593 shares; 2025Q2: 264,911 shares; 2025Q3: 260,865 shares; 2025Q4: 261,002 shares; 2026Q1: 300,578 shares; 2026Q2: 207,047 shares 207,047$3.01M0.33%-93,531Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,510 shares; 2025Q4: 4,065 shares; 2026Q1: 5,413 shares; 2026Q2: 5,569 shares 5,569$2.89M0.31%+156Timeline
ILDRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,427 shares; 2025Q4: 73,645 shares; 2026Q1: 77,270 shares; 2026Q2: 73,308 shares 73,308$2.88M0.31%-3,962Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,262 shares; 2025Q4: 20,893 shares; 2026Q1: 29,272 shares; 2026Q2: 30,479 shares 30,479$2.75M0.3%+1,207Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,500 shares 46,500$2.74M0.3%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,390 shares; 2025Q1: 3,227 shares; 2025Q2: 2,270 shares; 2025Q3: 4,407 shares; 2025Q4: 4,539 shares; 2026Q1: 5,220 shares; 2026Q2: 5,430 shares 5,430$2.72M0.3%+210Timeline
FGDLFRANKLIN TEMPLETON HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,978 shares; 2026Q2: 50,891 shares 50,891$2.72M0.3%+2,913Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,743 shares; 2025Q1: 40,208 shares; 2025Q2: 44,119 shares; 2025Q3: 48,309 shares; 2025Q4: 62,731 shares; 2026Q1: 75,202 shares; 2026Q2: 91,344 shares 91,344$2.71M0.3%+16,142Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,366 shares; 2025Q4: 39,654 shares; 2026Q1: 39,640 shares; 2026Q2: 50,025 shares 50,025$2.68M0.29%+10,385Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,243 shares; 2025Q4: 2,270 shares; 2026Q1: 2,301 shares; 2026Q2: 6,186 shares 6,186$2.67M0.29%+3,885Timeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,303 shares; 2025Q4: 21,765 shares; 2026Q1: 20,623 shares; 2026Q2: 20,970 shares 20,970$2.66M0.29%+347Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,889 shares 8,889$2.65M0.29%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,825 shares; 2025Q1: 9,803 shares; 2025Q2: 4,917 shares; 2025Q3: 4,307 shares; 2025Q4: 4,364 shares; 2026Q1: 6,721 shares; 2026Q2: 27,088 shares 27,088$2.6M0.28%+20,367Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,978 shares; 2025Q1: 13,870 shares; 2025Q2: 48,995 shares; 2025Q3: 46,848 shares; 2025Q4: 49,211 shares; 2026Q1: 58,338 shares; 2026Q2: 64,862 shares 64,862$2.55M0.28%+6,524Timeline
ONOFGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,493 shares; 2026Q2: 61,364 shares 61,364$2.45M0.27%+1,871Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,903 shares; 2025Q1: 14,525 shares; 2025Q2: 26,127 shares; 2025Q3: 28,401 shares; 2025Q4: 34,543 shares; 2026Q1: 45,819 shares; 2026Q2: 49,095 shares 49,095$2.44M0.27%+3,276Timeline
OAKMHARRIS OAKMARK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,016 shares; 2025Q3: 27,933 shares; 2025Q4: 90,185 shares; 2026Q1: 98,086 shares; 2026Q2: 85,899 shares 85,899$2.42M0.26%-12,187Timeline
DLYDOUBLELINE YIELD OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 99,233 shares; 2025Q1: 102,676 shares; 2025Q2: 106,589 shares; 2025Q3: 123,684 shares; 2025Q4: 123,013 shares; 2026Q1: 135,157 shares; 2026Q2: 171,667 shares 171,667$2.42M0.26%+36,510Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,941 shares; 2025Q3: 86,847 shares; 2025Q4: 82,531 shares; 2026Q1: 81,664 shares; 2026Q2: 81,541 shares 81,541$2.4M0.26%-123Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,199 shares; 2025Q1: 8,082 shares; 2025Q2: 10,004 shares; 2025Q3: 15,005 shares; 2025Q4: 16,939 shares; 2026Q1: 23,805 shares; 2026Q2: 28,933 shares 28,933$2.4M0.26%+5,128Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,504 shares; 2025Q3: 5,022 shares; 2025Q4: 5,284 shares; 2026Q1: 14,026 shares; 2026Q2: 28,878 shares 28,878$2.37M0.26%+14,852Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,560 shares; 2025Q4: 21,924 shares; 2026Q1: 21,704 shares; 2026Q2: 22,082 shares 22,082$2.37M0.26%+378Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,569 shares; 2025Q1: 17,821 shares; 2025Q2: 11,733 shares; 2025Q3: 11,725 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,528 shares 97,528$2.35M0.26%newTimeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,850 shares; 2026Q2: 31,320 shares 31,320$2.34M0.25%+1,470Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,020 shares; 2025Q3: 6,499 shares; 2025Q4: 6,994 shares; 2026Q1: 8,223 shares; 2026Q2: 7,490 shares 7,490$2.29M0.25%-733Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,281 shares; 2025Q1: 22,062 shares; 2025Q2: 6,497 shares; 2025Q3: 10,139 shares; 2025Q4: 10,545 shares; 2026Q1: 14,101 shares; 2026Q2: 19,399 shares 19,399$2.28M0.25%+5,298Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,495 shares; 2025Q4: 114,427 shares; 2026Q1: 127,530 shares; 2026Q2: 131,635 shares 131,635$2.27M0.25%+4,105Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,456 shares; 2025Q4: 43,978 shares; 2026Q1: 51,311 shares; 2026Q2: 54,945 shares 54,945$2.27M0.25%+3,634Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,448 shares 36,448$2.18M0.24%newTimeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,809 shares; 2025Q4: 60,993 shares; 2026Q1: 73,717 shares; 2026Q2: 76,054 shares 76,054$2.18M0.24%+2,337Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,378 shares; 2025Q1: 4,348 shares; 2025Q2: 4,186 shares; 2025Q3: 4,116 shares; 2025Q4: 3,190 shares; 2026Q1: 6,210 shares; 2026Q2: 15,588 shares 15,588$2.13M0.23%+9,378Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,958 shares 5,958$2.11M0.23%newTimeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,138 shares; 2025Q4: 5,746 shares; 2026Q1: 6,858 shares; 2026Q2: 7,065 shares 7,065$2.11M0.23%+207Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,101 shares; 2025Q1: 18,529 shares; 2025Q2: 2,404 shares; 2025Q3: 2,877 shares; 2025Q4: 2,585 shares; 2026Q1: 2,659 shares; 2026Q2: 5,676 shares 5,676$2.1M0.23%+3,017Timeline
UFPTUFP TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,567 shares; 2026Q2: 7,901 shares 7,901$2.09M0.23%+334Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,771 shares; 2025Q4: 11,711 shares; 2026Q1: 12,612 shares; 2026Q2: 13,154 shares 13,154$2.09M0.23%+542Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,407 shares; 2025Q1: 5,712 shares; 2025Q2: 6,794 shares; 2025Q3: 5,323 shares; 2025Q4: 2,533 shares; 2026Q1: 2,449 shares; 2026Q2: 2,786 shares 2,786$2.09M0.23%+337Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,124 shares; 2025Q1: 19,888 shares; 2025Q2: 18,344 shares; 2025Q3: 19,857 shares; 2025Q4: 20,232 shares; 2026Q1: 19,429 shares; 2026Q2: 19,319 shares 19,319$2.08M0.23%-110Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,672 shares; 2025Q4: 7,550 shares; 2026Q1: 9,498 shares; 2026Q2: 11,505 shares 11,505$2.07M0.22%+2,007Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,070 shares; 2025Q4: 16,422 shares; 2026Q1: 20,986 shares; 2026Q2: 22,687 shares 22,687$2.05M0.22%+1,701Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,536 shares; 2025Q1: 2,703 shares; 2025Q2: 4,076 shares; 2025Q3: 5,185 shares; 2025Q4: 5,323 shares; 2026Q1: 6,239 shares; 2026Q2: 9,351 shares 9,351$2.05M0.22%+3,112Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,231 shares 4,231$2.04M0.22%newTimeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,282 shares; 2025Q1: 2,786 shares; 2025Q2: 1,508 shares; 2025Q3: 7,394 shares; 2025Q4: 9,559 shares; 2026Q1: 8,146 shares; 2026Q2: 3,086 shares 3,086$2.02M0.22%-5,060Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,226 shares; 2025Q3: 4,527 shares; 2025Q4: 6,915 shares; 2026Q1: 8,077 shares; 2026Q2: 17,024 shares 17,024$2M0.22%+8,947Timeline
JBBBJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,650 shares; 2026Q2: 42,205 shares 42,205$2M0.22%-3,445Timeline
IQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,894 shares 38,894$1.98M0.21%newTimeline
SAILSAILPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,765 shares; 2026Q1: 126,075 shares; 2026Q2: 134,333 shares 134,333$1.97M0.21%+8,258Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,861 shares; 2025Q4: 37,532 shares; 2026Q1: 37,882 shares; 2026Q2: 38,501 shares 38,501$1.96M0.21%+619Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,121 shares; 2025Q1: 19,732 shares; 2025Q2: 61,834 shares; 2025Q3: 37,326 shares; 2025Q4: 35,591 shares; 2026Q1: 31,185 shares; 2026Q2: 32,764 shares 32,764$1.96M0.21%+1,579Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,814 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,715 shares; 2026Q1: 13,541 shares; 2026Q2: 13,586 shares 13,586$1.94M0.21%+45Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,485 shares; 2025Q1: 8,462 shares; 2025Q2: 12,760 shares; 2025Q3: 17,182 shares; 2025Q4: 19,507 shares; 2026Q1: 21,375 shares; 2026Q2: 27,918 shares 27,918$1.9M0.21%+6,543Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,068 shares; 2025Q4: 48,309 shares; 2026Q1: 44,793 shares; 2026Q2: 37,637 shares 37,637$1.9M0.21%-7,156Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 850 shares; 2025Q2: 877 shares; 2025Q3: 2,443 shares; 2025Q4: 26,730 shares; 2026Q1: 30,293 shares; 2026Q2: 25,656 shares 25,656$1.83M0.2%-4,637Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,686 shares; 2025Q4: 11,741 shares; 2026Q1: 18,141 shares; 2026Q2: 28,742 shares 28,742$1.79M0.19%+10,601Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,724 shares; 2025Q4: 9,723 shares; 2026Q1: 19,260 shares; 2026Q2: 17,859 shares 17,859$1.78M0.19%-1,401Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,269 shares; 2025Q4: 14,717 shares; 2026Q1: 14,609 shares; 2026Q2: 15,151 shares 15,151$1.78M0.19%+542Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,749 shares; 2025Q1: 3,419 shares; 2025Q2: 4,495 shares; 2025Q3: 4,594 shares; 2025Q4: 4,294 shares; 2026Q1: 3,978 shares; 2026Q2: 5,166 shares 5,166$1.78M0.19%+1,188Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,552 shares; 2025Q4: 33,660 shares; 2026Q1: 32,418 shares; 2026Q2: 34,068 shares 34,068$1.76M0.19%+1,650Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,016 shares; 2025Q1: 1,685 shares; 2025Q2: 7,288 shares; 2025Q3: 7,412 shares; 2025Q4: 6,945 shares; 2026Q1: 5,584 shares; 2026Q2: 5,051 shares 5,051$1.73M0.19%-533Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,395 shares; 2025Q1: 11,315 shares; 2025Q2: 13,067 shares; 2025Q3: 13,127 shares; 2025Q4: 11,548 shares; 2026Q1: 11,811 shares; 2026Q2: 11,926 shares 11,926$1.72M0.19%+115Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,313 shares 4,313$1.7M0.18%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,194 shares; 2025Q1: 2,175 shares; 2025Q2: 2,221 shares; 2025Q3: 3,966 shares; 2025Q4: 3,226 shares; 2026Q1: 3,315 shares; 2026Q2: 10,063 shares 10,063$1.67M0.18%+6,748Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,910 shares; 2025Q4: 6,669 shares; 2026Q1: 10,044 shares; 2026Q2: 10,850 shares 10,850$1.67M0.18%+806Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,748 shares; 2025Q4: 6,193 shares; 2026Q1: 9,433 shares; 2026Q2: 9,838 shares 9,838$1.66M0.18%+405Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,321 shares; 2026Q2: 729 shares 729$1.66M0.18%-592Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,365 shares; 2025Q1: 5,654 shares; 2025Q2: 2,579 shares; 2025Q3: 6,651 shares; 2025Q4: 5,621 shares; 2026Q1: 5,150 shares; 2026Q2: 4,384 shares 4,384$1.66M0.18%-766Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,349 shares; 2025Q1: 4,340 shares; 2025Q2: 5,657 shares; 2025Q3: 6,520 shares; 2025Q4: 7,276 shares; 2026Q1: 6,814 shares; 2026Q2: 14,034 shares 14,034$1.64M0.18%+7,220Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,537 shares; 2025Q4: 23,442 shares; 2026Q1: 26,670 shares; 2026Q2: 25,345 shares 25,345$1.63M0.18%-1,325Timeline
CNAVCOLLABORATIVE INVESTMNT SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,735 shares 33,735$1.62M0.18%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 493 shares; 2025Q1: 824 shares; 2025Q2: 408 shares; 2025Q3: 1,379 shares; 2025Q4: 1,644 shares; 2026Q1: 2,046 shares; 2026Q2: 1,695 shares 1,695$1.59M0.17%-351Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,396 shares; 2026Q2: 4,804 shares 4,804$1.58M0.17%+1,408Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 9,251 shares; 2026Q1: 8,709 shares; 2026Q2: 10,849 shares 10,849$1.51M0.16%+2,140Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,018 shares; 2025Q4: 9,221 shares; 2026Q1: 10,034 shares; 2026Q2: 13,843 shares 13,843$1.51M0.16%+3,809Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,236 shares; 2025Q4: 12,025 shares; 2026Q1: 14,113 shares; 2026Q2: 14,631 shares 14,631$1.51M0.16%+518Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,987 shares; 2026Q2: 102,689 shares 102,689$1.5M0.16%+8,702Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 7,097 shares; 2025Q4: 8,317 shares; 2026Q1: 2,551 shares; 2026Q2: 4,579 shares 4,579$1.5M0.16%+2,028Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 69,445 shares; 2025Q2: 31,110 shares; 2025Q3: 92,673 shares; 2025Q4: 136,374 shares; 2026Q1: 251,531 shares; 2026Q2: 94,289 shares 94,289$1.5M0.16%-157,242Timeline
SDCIUSCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,260 shares; 2026Q2: 55,157 shares 55,157$1.46M0.16%+2,897Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,871 shares; 2025Q3: 23,681 shares; 2025Q4: 28,876 shares; 2026Q1: 37,207 shares; 2026Q2: 50,869 shares 50,869$1.44M0.16%+13,662Timeline
OPPJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,672 shares; 2025Q4: 22,604 shares; 2026Q1: 22,296 shares; 2026Q2: 24,686 shares 24,686$1.42M0.15%+2,390Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,986 shares; 2025Q1: 9,734 shares; 2025Q2: 10,993 shares; 2025Q3: 12,571 shares; 2025Q4: 12,566 shares; 2026Q1: 13,141 shares; 2026Q2: 18,786 shares 18,786$1.42M0.15%+5,645Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,113 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 6,056 shares; 2025Q4: 6,151 shares; 2026Q1: 5,530 shares; 2026Q2: 5,798 shares 5,798$1.41M0.15%+268Timeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,483 shares 8,483$1.4M0.15%newTimeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,248 shares; 2025Q1: not reported; 2025Q2: 3,808 shares; 2025Q3: 4,649 shares; 2025Q4: not reported; 2026Q1: 5,044 shares; 2026Q2: 22,284 shares 22,284$1.4M0.15%+17,240Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,098 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 7,592 shares; 2025Q4: 7,272 shares; 2026Q1: 6,914 shares; 2026Q2: 7,047 shares 7,047$1.39M0.15%+133Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,513 shares; 2025Q1: 7,293 shares; 2025Q2: 30,394 shares; 2025Q3: 6,657 shares; 2025Q4: 4,259 shares; 2026Q1: 3,283 shares; 2026Q2: 3,209 shares 3,209$1.39M0.15%-74Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 1,126 shares; 2026Q1: 1,456 shares; 2026Q2: 4,628 shares 4,628$1.39M0.15%+3,172Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,465 shares; 2025Q4: 5,598 shares; 2026Q1: 7,814 shares; 2026Q2: 7,736 shares 7,736$1.34M0.15%-78Timeline
PTMCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67,016 shares; 2025Q1: 56,352 shares; 2025Q2: 47,463 shares; 2025Q3: 47,068 shares; 2025Q4: 46,906 shares; 2026Q1: 32,043 shares; 2026Q2: 31,902 shares 31,902$1.33M0.15%-141Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 916 shares; 2025Q4: 1,098 shares; 2026Q1: 1,213 shares; 2026Q2: 2,769 shares 2,769$1.32M0.14%+1,556Timeline
PTBDPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,658 shares; 2026Q2: 68,756 shares 68,756$1.32M0.14%+5,098Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,601 shares; 2026Q2: 25,218 shares 25,218$1.31M0.14%+5,617Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,634 shares; 2025Q1: 13,653 shares; 2025Q2: 12,546 shares; 2025Q3: 11,366 shares; 2025Q4: 5,238 shares; 2026Q1: 5,123 shares; 2026Q2: 5,991 shares 5,991$1.31M0.14%+868Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,851 shares; 2025Q1: 15,250 shares; 2025Q2: 13,931 shares; 2025Q3: 29,800 shares; 2025Q4: 28,717 shares; 2026Q1: 15,274 shares; 2026Q2: 15,717 shares 15,717$1.31M0.14%+443Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,429 shares; 2025Q2: 12,321 shares; 2025Q3: 11,776 shares; 2025Q4: 11,343 shares; 2026Q1: 12,608 shares; 2026Q2: 13,895 shares 13,895$1.3M0.14%+1,287Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,510 shares; 2025Q3: 26,688 shares; 2025Q4: 25,234 shares; 2026Q1: 27,020 shares; 2026Q2: 26,585 shares 26,585$1.29M0.14%-435Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,266 shares; 2025Q4: 14,240 shares; 2026Q1: 32,613 shares; 2026Q2: 40,825 shares 40,825$1.29M0.14%+8,212Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,953 shares; 2025Q4: 18,670 shares; 2026Q1: 24,351 shares; 2026Q2: 28,364 shares 28,364$1.27M0.14%+4,013Timeline
CSPFCOHEN & STEERS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,266 shares; 2026Q2: 47,728 shares 47,728$1.24M0.14%+1,462Timeline
STVNSTEVANATO GROUP S P AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,646 shares; 2025Q4: 32,290 shares; 2026Q1: 53,630 shares; 2026Q2: 67,760 shares 67,760$1.22M0.13%+14,130Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,919 shares; 2025Q4: 48,629 shares; 2026Q1: 5,286 shares; 2026Q2: 24,127 shares 24,127$1.22M0.13%+18,841Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 455 shares; 2025Q4: 784 shares; 2026Q1: 914 shares; 2026Q2: 712 shares 712$1.21M0.13%-202Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,199 shares; 2025Q1: 4,943 shares; 2025Q2: not reported; 2025Q3: 32,205 shares; 2025Q4: 42,966 shares; 2026Q1: 38,119 shares; 2026Q2: 18,786 shares 18,786$1.21M0.13%-19,333Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,290 shares 18,290$1.2M0.13%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,424 shares; 2025Q2: 20,346 shares; 2025Q3: 13,386 shares; 2025Q4: 13,271 shares; 2026Q1: 12,405 shares; 2026Q2: 10,568 shares 10,568$1.2M0.13%-1,837Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 356 shares; 2026Q1: 291 shares; 2026Q2: 6,679 shares 6,679$1.19M0.13%+6,388Timeline
BTALAGF INVTS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 66,427 shares; 2025Q1: 221,655 shares; 2025Q2: 34,887 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,600 shares 105,600$1.18M0.13%newTimeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,094 shares; 2025Q4: 14,277 shares; 2026Q1: 14,517 shares; 2026Q2: 14,521 shares 14,521$1.16M0.13%+4Timeline
DFJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,738 shares; 2025Q4: 8,484 shares; 2026Q1: 11,338 shares; 2026Q2: 10,820 shares 10,820$1.14M0.12%-518Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,686 shares; 2025Q1: 18,225 shares; 2025Q2: 26,374 shares; 2025Q3: 17,538 shares; 2025Q4: 22,336 shares; 2026Q1: 25,033 shares; 2026Q2: 22,326 shares 22,326$1.13M0.12%-2,707Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,965 shares; 2025Q1: 21,519 shares; 2025Q2: 8,374 shares; 2025Q3: 6,565 shares; 2025Q4: 7,478 shares; 2026Q1: 9,876 shares; 2026Q2: 15,644 shares 15,644$1.13M0.12%+5,768Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 1,634 shares; 2025Q4: 2,307 shares; 2026Q1: 2,783 shares; 2026Q2: 3,167 shares 3,167$1.13M0.12%+384Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,210 shares; 2025Q1: 8,025 shares; 2025Q2: 15,108 shares; 2025Q3: 14,092 shares; 2025Q4: 13,960 shares; 2026Q1: 13,621 shares; 2026Q2: 13,790 shares 13,790$1.12M0.12%+169Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,061 shares; 2025Q4: 5,406 shares; 2026Q1: 5,209 shares; 2026Q2: 5,704 shares 5,704$1.09M0.12%+495Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,940 shares; 2025Q4: 7,712 shares; 2026Q1: 12,663 shares; 2026Q2: 14,006 shares 14,006$1.09M0.12%+1,343Timeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,209 shares; 2025Q3: 6,910 shares; 2025Q4: 7,947 shares; 2026Q1: 12,775 shares; 2026Q2: 7,422 shares 7,422$1.07M0.12%-5,353Timeline
CLOZSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,997 shares; 2025Q4: 109,521 shares; 2026Q1: 42,042 shares; 2026Q2: 40,285 shares 40,285$1.06M0.12%-1,757Timeline
VGHYVANGUARD FIXED INCOME SECS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,905 shares 13,905$1.04M0.11%newTimeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,957 shares; 2025Q4: 19,115 shares; 2026Q1: 18,460 shares; 2026Q2: 18,044 shares 18,044$1.04M0.11%-416Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,779 shares; 2025Q1: 4,876 shares; 2025Q2: 4,762 shares; 2025Q3: 6,006 shares; 2025Q4: 6,182 shares; 2026Q1: 7,096 shares; 2026Q2: 10,812 shares 10,812$1.02M0.11%+3,716Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,339 shares; 2025Q1: 5,179 shares; 2025Q2: 6,294 shares; 2025Q3: 8,007 shares; 2025Q4: 8,151 shares; 2026Q1: 9,866 shares; 2026Q2: 14,860 shares 14,860$1.02M0.11%+4,994Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,058 shares; 2025Q4: 15,492 shares; 2026Q1: 15,403 shares; 2026Q2: 23,070 shares 23,070$1.02M0.11%+7,667Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,226 shares; 2025Q1: not reported; 2025Q2: 9,452 shares; 2025Q3: 9,463 shares; 2025Q4: 5,650 shares; 2026Q1: 8,733 shares; 2026Q2: 11,462 shares 11,462$998K0.11%+2,729Timeline
BULPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,236 shares; 2025Q4: 4,234 shares; 2026Q1: 15,418 shares; 2026Q2: 16,853 shares 16,853$994K0.11%+1,435Timeline
TCAFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,801 shares 23,801$978K0.11%newTimeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,428 shares; 2025Q2: 5,150 shares; 2025Q3: 8,711 shares; 2025Q4: 12,320 shares; 2026Q1: 13,496 shares; 2026Q2: 18,582 shares 18,582$974K0.11%+5,086Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,818 shares; 2025Q4: 15,250 shares; 2026Q1: 17,829 shares; 2026Q2: 19,379 shares 19,379$960K0.1%+1,550Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,340 shares; 2025Q1: 30,029 shares; 2025Q2: 31,318 shares; 2025Q3: 24,262 shares; 2025Q4: 8,877 shares; 2026Q1: 11,895 shares; 2026Q2: 9,896 shares 9,896$955K0.1%-1,999Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 760 shares; 2025Q1: 605 shares; 2025Q2: 359 shares; 2025Q3: 398 shares; 2025Q4: 2,777 shares; 2026Q1: 2,742 shares; 2026Q2: 1,260 shares 1,260$952K0.1%-1,482Timeline
XTREBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,156 shares; 2025Q3: 33,920 shares; 2025Q4: 36,136 shares; 2026Q1: 67,486 shares; 2026Q2: 19,329 shares 19,329$948K0.1%-48,157Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,290 shares; 2025Q1: 8,328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,955 shares; 2026Q1: 18,378 shares; 2026Q2: 19,589 shares 19,589$944K0.1%+1,211Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,767 shares; 2025Q4: 14,012 shares; 2026Q1: 13,132 shares; 2026Q2: 10,705 shares 10,705$940K0.1%-2,427Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,980 shares; 2025Q1: 15,709 shares; 2025Q2: 15,891 shares; 2025Q3: 15,861 shares; 2025Q4: 15,790 shares; 2026Q1: 15,934 shares; 2026Q2: 16,912 shares 16,912$917K0.1%+978Timeline
DRAMROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,927 shares 11,927$881K0.1%newTimeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,526 shares; 2025Q4: 4,730 shares; 2026Q1: 9,195 shares; 2026Q2: 7,376 shares 7,376$874K0.1%-1,819Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,136 shares; 2025Q1: 8,077 shares; 2025Q2: 8,661 shares; 2025Q3: 7,616 shares; 2025Q4: 7,079 shares; 2026Q1: 4,999 shares; 2026Q2: 3,069 shares 3,069$871K0.09%-1,930Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,430 shares; 2025Q3: 5,621 shares; 2025Q4: 13,373 shares; 2026Q1: 19,470 shares; 2026Q2: 17,391 shares 17,391$853K0.09%-2,079Timeline
FXHFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,906 shares 6,906$845K0.09%newTimeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,991 shares; 2025Q4: 6,963 shares; 2026Q1: 6,941 shares; 2026Q2: 7,685 shares 7,685$838K0.09%+744Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,831 shares; 2025Q1: 749 shares; 2025Q2: 846 shares; 2025Q3: 1,868 shares; 2025Q4: 1,871 shares; 2026Q1: 702 shares; 2026Q2: 2,474 shares 2,474$837K0.09%+1,772Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,613 shares; 2025Q4: 7,624 shares; 2026Q1: 7,473 shares; 2026Q2: 7,670 shares 7,670$827K0.09%+197Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,576 shares; 2026Q1: 40,647 shares; 2026Q2: 42,845 shares 42,845$826K0.09%+2,198Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,171 shares; 2026Q2: 1,603 shares 1,603$817K0.09%+432Timeline
ACYSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,522 shares 39,522$812K0.09%newTimeline
SCIOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,335 shares; 2026Q1: 37,106 shares; 2026Q2: 38,448 shares 38,448$795K0.09%+1,342Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,877 shares; 2026Q2: 5,428 shares 5,428$795K0.09%+2,551Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,677 shares; 2025Q1: 8,757 shares; 2025Q2: 8,940 shares; 2025Q3: 9,026 shares; 2025Q4: 9,524 shares; 2026Q1: 9,269 shares; 2026Q2: 11,493 shares 11,493$785K0.09%+2,224Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,180 shares; 2026Q1: 2,135 shares; 2026Q2: 2,122 shares 2,122$776K0.08%-13Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,816 shares; 2025Q4: 12,045 shares; 2026Q1: 11,583 shares; 2026Q2: 11,474 shares 11,474$775K0.08%-109Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,449 shares; 2025Q3: 1,972 shares; 2025Q4: 1,765 shares; 2026Q1: 3,533 shares; 2026Q2: 5,248 shares 5,248$769K0.08%+1,715Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,764 shares; 2025Q4: 6,764 shares; 2026Q1: 6,764 shares; 2026Q2: 6,764 shares 6,764$769K0.08%0Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,338 shares 1,338$767K0.08%newTimeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,012 shares; 2025Q1: 22,596 shares; 2025Q2: 23,596 shares; 2025Q3: 23,483 shares; 2025Q4: 23,575 shares; 2026Q1: 25,410 shares; 2026Q2: 45,854 shares 45,854$766K0.08%+20,444Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,115 shares; 2025Q1: not reported; 2025Q2: 4,872 shares; 2025Q3: 10,033 shares; 2025Q4: 6,438 shares; 2026Q1: 5,598 shares; 2026Q2: 4,445 shares 4,445$756K0.08%-1,153Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,907 shares; 2026Q1: 2,746 shares; 2026Q2: 2,890 shares 2,890$752K0.08%+144Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,785 shares 4,785$751K0.08%newTimeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,829 shares; 2025Q1: 18,817 shares; 2025Q2: 19,146 shares; 2025Q3: 18,508 shares; 2025Q4: 15,692 shares; 2026Q1: 14,517 shares; 2026Q2: 15,688 shares 15,688$748K0.08%+1,171Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,728 shares 4,728$739K0.08%newTimeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,921 shares 2,921$737K0.08%newTimeline
TFSLTFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,479 shares; 2025Q1: 38,552 shares; 2025Q2: 39,266 shares; 2025Q3: 38,862 shares; 2025Q4: 38,725 shares; 2026Q1: 38,715 shares; 2026Q2: 41,425 shares 41,425$734K0.08%+2,710Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,492 shares; 2025Q4: 8,524 shares; 2026Q1: 8,290 shares; 2026Q2: 7,235 shares 7,235$729K0.08%-1,055Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,347 shares; 2025Q2: 10,763 shares; 2025Q3: 14,027 shares; 2025Q4: 14,702 shares; 2026Q1: 24,429 shares; 2026Q2: 26,023 shares 26,023$726K0.08%+1,594Timeline
PFIXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,157 shares; 2025Q1: not reported; 2025Q2: 13,622 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,701 shares 16,701$724K0.08%newTimeline
BMEZBLACKROCK HEALTH SCIENCES TEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,403 shares; 2025Q2: 43,277 shares; 2025Q3: 43,594 shares; 2025Q4: 43,553 shares; 2026Q1: 43,134 shares; 2026Q2: 47,049 shares 47,049$722K0.08%+3,915Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,455 shares; 2026Q2: 7,458 shares 7,458$720K0.08%+4,003Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,510 shares; 2026Q1: 24,660 shares; 2026Q2: 24,822 shares 24,822$720K0.08%+162Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,312 shares; 2025Q4: 9,329 shares; 2026Q1: 8,972 shares; 2026Q2: 25,903 shares 25,903$718K0.08%+16,931Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares; 2026Q1: 2,372 shares; 2026Q2: 2,633 shares 2,633$708K0.08%+261Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,692 shares; 2025Q4: 5,713 shares; 2026Q1: 5,859 shares; 2026Q2: 12,242 shares 12,242$698K0.08%+6,383Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,522 shares; 2025Q1: 15,028 shares; 2025Q2: 15,310 shares; 2025Q3: 14,809 shares; 2025Q4: 15,234 shares; 2026Q1: 15,812 shares; 2026Q2: 17,096 shares 17,096$696K0.08%+1,284Timeline
UTFCOHEN & STEERS INFRASTRUCTURQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,882 shares; 2025Q1: 22,241 shares; 2025Q2: 22,585 shares; 2025Q3: 22,638 shares; 2025Q4: 22,536 shares; 2026Q1: 23,164 shares; 2026Q2: 24,826 shares 24,826$685K0.07%+1,662Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,751 shares; 2025Q1: 2,748 shares; 2025Q2: 2,748 shares; 2025Q3: 2,973 shares; 2025Q4: 2,777 shares; 2026Q1: 2,777 shares; 2026Q2: 4,460 shares 4,460$679K0.07%+1,683Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,882 shares; 2025Q2: not reported; 2025Q3: 7,893 shares; 2025Q4: not reported; 2026Q1: 3,016 shares; 2026Q2: 8,328 shares 8,328$677K0.07%+5,312Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,119 shares; 2025Q1: 5,183 shares; 2025Q2: 8,164 shares; 2025Q3: 10,677 shares; 2025Q4: 10,606 shares; 2026Q1: 9,524 shares; 2026Q2: 10,866 shares 10,866$665K0.07%+1,342Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,074 shares; 2025Q1: 980 shares; 2025Q2: 1,426 shares; 2025Q3: 2,205 shares; 2025Q4: 2,211 shares; 2026Q1: 757 shares; 2026Q2: 1,938 shares 1,938$665K0.07%+1,181Timeline
OUNZVANECK MERK GOLD ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,996 shares; 2025Q4: 14,537 shares; 2026Q1: 16,275 shares; 2026Q2: 17,000 shares 17,000$656K0.07%+725Timeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,372 shares; 2026Q2: 31,698 shares 31,698$652K0.07%+9,326Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,051 shares; 2025Q1: 13,487 shares; 2025Q2: 13,413 shares; 2025Q3: 13,584 shares; 2025Q4: 13,667 shares; 2026Q1: 14,071 shares; 2026Q2: 12,575 shares 12,575$652K0.07%-1,496Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,172 shares; 2025Q2: 17,965 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,835 shares 17,835$651K0.07%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 601 shares; 2026Q1: 885 shares; 2026Q2: 1,294 shares 1,294$649K0.07%+409Timeline
DSLDOUBLELINE INCOME SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,325 shares; 2025Q1: 43,667 shares; 2025Q2: 44,265 shares; 2025Q3: 42,975 shares; 2025Q4: 43,870 shares; 2026Q1: 49,255 shares; 2026Q2: 57,782 shares 57,782$639K0.07%+8,527Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 2,139 shares; 2025Q4: 1,525 shares; 2026Q1: 1,658 shares; 2026Q2: 2,526 shares 2,526$636K0.07%+868Timeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,240 shares; 2025Q1: 55,131 shares; 2025Q2: 55,927 shares; 2025Q3: 54,915 shares; 2025Q4: 55,093 shares; 2026Q1: 56,570 shares; 2026Q2: 61,489 shares 61,489$633K0.07%+4,919Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,146 shares; 2025Q1: not reported; 2025Q2: 10,756 shares; 2025Q3: 13,023 shares; 2025Q4: 12,199 shares; 2026Q1: 7,051 shares; 2026Q2: 15,493 shares 15,493$633K0.07%+8,442Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,188 shares; 2025Q3: 65,561 shares; 2025Q4: 51,357 shares; 2026Q1: 31,498 shares; 2026Q2: 52,860 shares 52,860$629K0.07%+21,362Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 69,012 shares; 2025Q1: 44,051 shares; 2025Q2: 39,255 shares; 2025Q3: 26,828 shares; 2025Q4: 9,311 shares; 2026Q1: 9,281 shares; 2026Q2: 8,117 shares 8,117$626K0.07%-1,164Timeline
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,226 shares; 2025Q1: 8,447 shares; 2025Q2: 6,353 shares; 2025Q3: 6,817 shares; 2025Q4: 8,769 shares; 2026Q1: 5,711 shares; 2026Q2: 5,694 shares 5,694$622K0.07%-17Timeline
FOXYSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,799 shares 20,799$620K0.07%newTimeline
PIPRPIPER SANDLER COMPANIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,523 shares 8,523$617K0.07%newTimeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,602 shares 16,602$615K0.07%newTimeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 5,522 shares; 2026Q1: 1,134 shares; 2026Q2: 1,211 shares 1,211$599K0.07%+77Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,974 shares 7,974$597K0.06%newTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,665 shares; 2025Q1: 1,302 shares; 2025Q2: 1,369 shares; 2025Q3: 1,384 shares; 2025Q4: 1,838 shares; 2026Q1: 1,700 shares; 2026Q2: 4,754 shares 4,754$590K0.06%+3,054Timeline
EWJVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,215 shares; 2025Q1: 9,699 shares; 2025Q2: 10,082 shares; 2025Q3: 11,074 shares; 2025Q4: 11,518 shares; 2026Q1: 11,771 shares; 2026Q2: 13,376 shares 13,376$588K0.06%+1,605Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,613 shares 2,613$582K0.06%newTimeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,214 shares; 2025Q1: 2,655 shares; 2025Q2: 3,273 shares; 2025Q3: 3,338 shares; 2025Q4: 2,947 shares; 2026Q1: 2,220 shares; 2026Q2: 2,124 shares 2,124$581K0.06%-96Timeline
FFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,145 shares; 2025Q3: 15,145 shares; 2025Q4: 15,079 shares; 2026Q1: 13,705 shares; 2026Q2: 9,509 shares 9,509$580K0.06%-4,196Timeline
FFUTFIDELITY GREENWOOD STREET TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,223 shares; 2026Q2: 9,977 shares 9,977$574K0.06%+5,754Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,564 shares; 2025Q1: 19,322 shares; 2025Q2: 21,626 shares; 2025Q3: 21,272 shares; 2025Q4: 13,272 shares; 2026Q1: 12,939 shares; 2026Q2: 12,595 shares 12,595$573K0.06%-344Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,955 shares; 2025Q1: 4,644 shares; 2025Q2: 4,719 shares; 2025Q3: 5,227 shares; 2025Q4: 5,354 shares; 2026Q1: 5,371 shares; 2026Q2: 5,566 shares 5,566$569K0.06%+195Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,773 shares; 2025Q4: 3,523 shares; 2026Q1: 3,673 shares; 2026Q2: 4,758 shares 4,758$566K0.06%+1,085Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 574 shares; 2026Q2: 580 shares 580$560K0.06%+6Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,632 shares; 2026Q2: 476 shares 476$559K0.06%-1,156Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,510 shares; 2025Q1: 11,515 shares; 2025Q2: 11,711 shares; 2025Q3: 11,272 shares; 2025Q4: 11,536 shares; 2026Q1: 9,190 shares; 2026Q2: 9,556 shares 9,556$554K0.06%+366Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: 2,304 shares; 2026Q1: 2,767 shares; 2026Q2: 4,446 shares 4,446$553K0.06%+1,679Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 285 shares; 2026Q1: 282 shares; 2026Q2: 282 shares 282$551K0.06%0Timeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,815 shares 42,815$550K0.06%newTimeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,867 shares; 2025Q1: 34,745 shares; 2025Q2: 35,574 shares; 2025Q3: 35,292 shares; 2025Q4: 35,389 shares; 2026Q1: 37,428 shares; 2026Q2: 41,526 shares 41,526$549K0.06%+4,098Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,405 shares; 2025Q1: 2,407 shares; 2025Q2: 2,408 shares; 2025Q3: 2,409 shares; 2025Q4: 2,410 shares; 2026Q1: 3,065 shares; 2026Q2: 2,917 shares 2,917$549K0.06%-148Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,514 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,065 shares 6,065$546K0.06%newTimeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,219 shares 2,219$546K0.06%newTimeline
SVOLSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,587 shares; 2026Q2: 34,004 shares 34,004$545K0.06%+8,417Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,032 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,817 shares; 2025Q4: 4,443 shares; 2026Q1: 3,526 shares; 2026Q2: 5,543 shares 5,543$545K0.06%+2,017Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,392 shares; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 1,487 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,309 shares 1,309$544K0.06%newTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,176 shares 3,176$543K0.06%newTimeline
AMZAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,265 shares; 2026Q2: 11,654 shares 11,654$538K0.06%+1,389Timeline
PMTPENNYMAC MTG INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,584 shares; 2025Q1: 40,493 shares; 2025Q2: 41,578 shares; 2025Q3: 41,799 shares; 2025Q4: 41,456 shares; 2026Q1: 43,430 shares; 2026Q2: 47,571 shares 47,571$537K0.06%+4,141Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,704 shares; 2026Q2: 5,939 shares 5,939$526K0.06%+235Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,476 shares; 2026Q2: 6,093 shares 6,093$521K0.06%+2,617Timeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,712 shares; 2025Q3: 6,099 shares; 2025Q4: 6,371 shares; 2026Q1: 6,412 shares; 2026Q2: 6,854 shares 6,854$518K0.06%+442Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,994 shares; 2025Q4: 8,864 shares; 2026Q1: 9,332 shares; 2026Q2: 10,623 shares 10,623$510K0.06%+1,291Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,467 shares; 2025Q1: 26,684 shares; 2025Q2: 10,298 shares; 2025Q3: 8,970 shares; 2025Q4: 7,915 shares; 2026Q1: 6,228 shares; 2026Q2: 4,894 shares 4,894$509K0.06%-1,334Timeline
COWGPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,859 shares; 2025Q4: 14,209 shares; 2026Q1: 12,463 shares; 2026Q2: 12,578 shares 12,578$505K0.05%+115Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,634 shares; 2025Q1: 23,711 shares; 2025Q2: 24,478 shares; 2025Q3: 26,298 shares; 2025Q4: 26,525 shares; 2026Q1: 17,848 shares; 2026Q2: 19,043 shares 19,043$499K0.05%+1,195Timeline
CSRECOHEN & STEERS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,700 shares; 2025Q3: 10,376 shares; 2025Q4: 10,554 shares; 2026Q1: 12,979 shares; 2026Q2: 17,565 shares 17,565$499K0.05%+4,586Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,628 shares 3,628$496K0.05%newTimeline
DTCRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,305 shares 16,305$495K0.05%newTimeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,442 shares; 2025Q1: 13,870 shares; 2025Q2: 7,844 shares; 2025Q3: 7,673 shares; 2025Q4: 7,752 shares; 2026Q1: 7,831 shares; 2026Q2: 7,958 shares 7,958$495K0.05%+127Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,470 shares; 2025Q4: 2,678 shares; 2026Q1: not reported; 2026Q2: 2,665 shares 2,665$493K0.05%newTimeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,074 shares; 2025Q1: 3,358 shares; 2025Q2: 5,176 shares; 2025Q3: 3,171 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,314 shares 5,314$490K0.05%newTimeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,076 shares 26,076$487K0.05%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 326 shares; 2025Q1: 303 shares; 2025Q2: not reported; 2025Q3: 313 shares; 2025Q4: 674 shares; 2026Q1: 354 shares; 2026Q2: 406 shares 406$487K0.05%+52Timeline
TET1 ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,341 shares; 2026Q1: 217,792 shares; 2026Q2: 50,794 shares 50,794$482K0.05%-166,998Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,498 shares; 2026Q2: 9,475 shares 9,475$480K0.05%+1,977Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,045 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,398 shares; 2026Q2: 5,934 shares 5,934$478K0.05%+4,536Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,730 shares; 2025Q1: 3,738 shares; 2025Q2: 3,054 shares; 2025Q3: 2,494 shares; 2025Q4: 2,562 shares; 2026Q1: 1,200 shares; 2026Q2: 1,833 shares 1,833$478K0.05%+633Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,230 shares; 2025Q1: 3,319 shares; 2025Q2: 6,073 shares; 2025Q3: not reported; 2025Q4: 3,601 shares; 2026Q1: 3,676 shares; 2026Q2: 4,250 shares 4,250$475K0.05%+574Timeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,884 shares; 2026Q2: 11,170 shares 11,170$474K0.05%+1,286Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,081 shares; 2025Q4: 11,126 shares; 2026Q1: 10,495 shares; 2026Q2: 10,710 shares 10,710$469K0.05%+215Timeline
ICAPSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,185 shares; 2026Q2: 16,694 shares 16,694$469K0.05%+2,509Timeline
GVLUTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,420 shares; 2025Q4: 10,558 shares; 2026Q1: 11,539 shares; 2026Q2: 17,739 shares 17,739$468K0.05%+6,200Timeline
PINKSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,918 shares 11,918$467K0.05%newTimeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares; 2026Q2: 3,104 shares 3,104$466K0.05%+1,880Timeline
PEBOPEOPLES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,051 shares 12,051$463K0.05%newTimeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,504 shares; 2026Q2: 14,094 shares 14,094$462K0.05%-1,410Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,818 shares 1,818$462K0.05%newTimeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 728 shares; 2025Q4: 790 shares; 2026Q1: 524 shares; 2026Q2: 441 shares 441$460K0.05%-83Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,293 shares; 2026Q2: 949 shares 949$459K0.05%-344Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 808 shares; 2025Q1: 767 shares; 2025Q2: 1,787 shares; 2025Q3: 2,602 shares; 2025Q4: 3,368 shares; 2026Q1: 3,261 shares; 2026Q2: 2,911 shares 2,911$456K0.05%-350Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,831 shares; 2025Q1: 30,756 shares; 2025Q2: 66,846 shares; 2025Q3: 81,098 shares; 2025Q4: 43,009 shares; 2026Q1: 10,487 shares; 2026Q2: 13,667 shares 13,667$455K0.05%+3,180Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,885 shares; 2026Q2: 14,835 shares 14,835$452K0.05%+4,950Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,067 shares; 2025Q3: 7,418 shares; 2025Q4: 7,519 shares; 2026Q1: 5,150 shares; 2026Q2: 5,023 shares 5,023$451K0.05%-127Timeline
ALLWSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,147 shares; 2026Q2: 15,405 shares 15,405$451K0.05%+7,258Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,096 shares; 2025Q2: 12,639 shares; 2025Q3: 9,247 shares; 2025Q4: not reported; 2026Q1: 9,183 shares; 2026Q2: 21,764 shares 21,764$451K0.05%+12,581Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,508 shares; 2025Q1: 6,307 shares; 2025Q2: 6,377 shares; 2025Q3: 6,422 shares; 2025Q4: 6,546 shares; 2026Q1: 6,604 shares; 2026Q2: 6,914 shares 6,914$450K0.05%+310Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,372 shares; 2026Q2: 1,755 shares 1,755$448K0.05%-12,617Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,490 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,325 shares 9,325$443K0.05%newTimeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,472 shares; 2025Q1: 52,506 shares; 2025Q2: 54,484 shares; 2025Q3: 53,779 shares; 2025Q4: 24,125 shares; 2026Q1: 23,261 shares; 2026Q2: 40,387 shares 40,387$440K0.05%+17,126Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,471 shares 1,471$440K0.05%newTimeline
SMHXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,970 shares; 2026Q2: 6,840 shares 6,840$437K0.05%-130Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,744 shares; 2025Q1: 23,948 shares; 2025Q2: 20,268 shares; 2025Q3: 19,585 shares; 2025Q4: 14,514 shares; 2026Q1: 13,993 shares; 2026Q2: 13,979 shares 13,979$435K0.05%-14Timeline
BUFZFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,396 shares; 2025Q3: 17,763 shares; 2025Q4: 13,350 shares; 2026Q1: 13,350 shares; 2026Q2: 15,484 shares 15,484$432K0.05%+2,134Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,473 shares; 2025Q1: 12,439 shares; 2025Q2: 13,010 shares; 2025Q3: 12,844 shares; 2025Q4: 13,642 shares; 2026Q1: 7,742 shares; 2026Q2: 7,988 shares 7,988$427K0.05%+246Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,038 shares; 2025Q4: 2,025 shares; 2026Q1: 2,745 shares; 2026Q2: 15,532 shares 15,532$426K0.05%+12,787Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,474 shares; 2025Q4: 4,001 shares; 2026Q1: 4,358 shares; 2026Q2: 4,395 shares 4,395$424K0.05%+37Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 415 shares; 2025Q3: 397 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400$422K0.05%newTimeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,339 shares; 2025Q2: 4,710 shares; 2025Q3: 13,172 shares; 2025Q4: 4,820 shares; 2026Q1: 8,236 shares; 2026Q2: 7,309 shares 7,309$421K0.05%-927Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,997 shares; 2025Q1: 33,585 shares; 2025Q2: 8,461 shares; 2025Q3: 20,831 shares; 2025Q4: 17,769 shares; 2026Q1: 16,323 shares; 2026Q2: 4,837 shares 4,837$418K0.05%-11,486Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,440 shares; 2025Q3: 5,529 shares; 2025Q4: 3,547 shares; 2026Q1: 5,859 shares; 2026Q2: 4,320 shares 4,320$413K0.04%-1,539Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,275 shares 8,275$413K0.04%newTimeline
FSSLFS SPECIALTY LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,856 shares 36,856$411K0.04%newTimeline
LQTIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,175 shares; 2026Q2: 21,275 shares 21,275$411K0.04%+2,100Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares; 2025Q4: 659 shares; 2026Q1: 822 shares; 2026Q2: 729 shares 729$409K0.04%-93Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,252 shares; 2025Q2: not reported; 2025Q3: 1,507 shares; 2025Q4: 1,449 shares; 2026Q1: 1,511 shares; 2026Q2: 2,774 shares 2,774$407K0.04%+1,263Timeline
PALCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,341 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,137 shares; 2026Q2: 6,796 shares 6,796$406K0.04%+1,659Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,862 shares 2,862$402K0.04%newTimeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681 shares; 2026Q2: 1,134 shares 1,134$402K0.04%+453Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,400 shares; 2025Q1: 16,656 shares; 2025Q2: 1,931 shares; 2025Q3: 1,538 shares; 2025Q4: 1,379 shares; 2026Q1: 1,490 shares; 2026Q2: 940 shares 940$401K0.04%-550Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,450 shares 10,450$397K0.04%newTimeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,887 shares; 2026Q2: 5,755 shares 5,755$394K0.04%-132Timeline
NXUSNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,805 shares; 2026Q2: 15,653 shares 15,653$392K0.04%+3,848Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,811 shares; 2025Q2: 2,402 shares; 2025Q3: 2,777 shares; 2025Q4: 2,300 shares; 2026Q1: 2,571 shares; 2026Q2: 2,063 shares 2,063$391K0.04%-508Timeline
FAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,888 shares; 2025Q3: 19,888 shares; 2025Q4: 18,476 shares; 2026Q1: 12,799 shares; 2026Q2: 8,370 shares 8,370$391K0.04%-4,429Timeline
LTTIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,636 shares; 2026Q2: 21,120 shares 21,120$390K0.04%+1,484Timeline
XMPTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,509 shares; 2025Q1: 46,577 shares; 2025Q2: 35,773 shares; 2025Q3: 23,119 shares; 2025Q4: 17,457 shares; 2026Q1: 17,850 shares; 2026Q2: 17,262 shares 17,262$386K0.04%-588Timeline
ENDWEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,972 shares; 2026Q2: 11,525 shares 11,525$385K0.04%+553Timeline
XFFCXFLAHERTY & CRUMRIN PFD & INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,032 shares; 2026Q2: 23,667 shares 23,667$385K0.04%+5,635Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,050 shares 11,050$385K0.04%newTimeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,643 shares; 2025Q2: 1,676 shares; 2025Q3: 1,901 shares; 2025Q4: 1,814 shares; 2026Q1: 4,606 shares; 2026Q2: 2,898 shares 2,898$384K0.04%-1,708Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,203 shares; 2025Q1: 7,388 shares; 2025Q2: 5,680 shares; 2025Q3: 5,540 shares; 2025Q4: 5,179 shares; 2026Q1: 4,814 shares; 2026Q2: 5,004 shares 5,004$378K0.04%+190Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 592 shares; 2026Q2: 883 shares 883$376K0.04%+291Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,256 shares 3,256$376K0.04%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 767 shares; 2025Q4: 882 shares; 2026Q1: 838 shares; 2026Q2: 1,002 shares 1,002$375K0.04%+164Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,705 shares; 2026Q2: 898 shares 898$374K0.04%-2,807Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 684 shares; 2026Q1: 758 shares; 2026Q2: 716 shares 716$369K0.04%-42Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,450 shares; 2025Q1: not reported; 2025Q2: 2,876 shares; 2025Q3: 2,773 shares; 2025Q4: 2,749 shares; 2026Q1: not reported; 2026Q2: 4,555 shares 4,555$368K0.04%newTimeline
DXDYNEX CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,696 shares; 2026Q1: 28,870 shares; 2026Q2: 28,065 shares 28,065$368K0.04%-805Timeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,976 shares; 2025Q1: 5,144 shares; 2025Q2: 4,234 shares; 2025Q3: 6,882 shares; 2025Q4: 9,718 shares; 2026Q1: 6,291 shares; 2026Q2: 6,279 shares 6,279$366K0.04%-12Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,856 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares; 2026Q1: 1,306 shares; 2026Q2: 1,424 shares 1,424$364K0.04%+118Timeline
FMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,860 shares; 2025Q3: 9,860 shares; 2025Q4: 9,860 shares; 2026Q1: 6,435 shares; 2026Q2: 6,435 shares 6,435$362K0.04%0Timeline
FSCOFS CREDIT OPPORTUNITIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,920 shares; 2025Q1: 71,554 shares; 2025Q2: 74,623 shares; 2025Q3: 73,359 shares; 2025Q4: 74,940 shares; 2026Q1: 62,977 shares; 2026Q2: 72,321 shares 72,321$361K0.04%+9,344Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,213 shares; 2025Q1: 13,284 shares; 2025Q2: 6,228 shares; 2025Q3: 7,477 shares; 2025Q4: 6,363 shares; 2026Q1: 5,780 shares; 2026Q2: 8,314 shares 8,314$352K0.04%+2,534Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,481 shares; 2025Q1: 2,664 shares; 2025Q2: 6,783 shares; 2025Q3: 8,959 shares; 2025Q4: 3,995 shares; 2026Q1: 2,554 shares; 2026Q2: 4,046 shares 4,046$352K0.04%+1,492Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,373 shares 1,373$351K0.04%newTimeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,842 shares 7,842$349K0.04%newTimeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,967 shares 7,967$348K0.04%newTimeline
MVFGNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,115 shares; 2026Q2: 9,963 shares 9,963$346K0.04%+1,848Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,713 shares 1,713$344K0.04%newTimeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,353 shares 4,353$341K0.04%newTimeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,739 shares 6,739$341K0.04%newTimeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares; 2026Q2: 2,151 shares 2,151$340K0.04%+401Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,107 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,243 shares 3,243$337K0.04%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,390 shares; 2025Q4: not reported; 2026Q1: 913 shares; 2026Q2: 847 shares 847$336K0.04%-66Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 335 shares; 2026Q2: 2,797 shares 2,797$334K0.04%+2,462Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 931 shares; 2026Q2: 988 shares 988$334K0.04%+57Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,961 shares 1,961$333K0.04%newTimeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,430 shares; 2025Q4: 3,172 shares; 2026Q1: not reported; 2026Q2: 2,271 shares 2,271$332K0.04%newTimeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,398 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,538 shares; 2026Q2: 7,130 shares 7,130$331K0.04%+2,592Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,769 shares 14,769$330K0.04%newTimeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,347 shares 2,347$329K0.04%newTimeline
LQDHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,380 shares; 2025Q3: 4,230 shares; 2025Q4: 4,210 shares; 2026Q1: 3,810 shares; 2026Q2: 3,526 shares 3,526$328K0.04%-284Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 658 shares; 2026Q1: not reported; 2026Q2: 783 shares 783$325K0.04%newTimeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 637 shares; 2025Q1: 748 shares; 2025Q2: 813 shares; 2025Q3: 847 shares; 2025Q4: 791 shares; 2026Q1: 651 shares; 2026Q2: 3,906 shares 3,906$323K0.04%+3,255Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: 2,332 shares; 2025Q4: 4,811 shares; 2026Q1: 4,580 shares; 2026Q2: 3,129 shares 3,129$320K0.03%-1,451Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,053 shares; 2026Q1: not reported; 2026Q2: 10,826 shares 10,826$319K0.03%newTimeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,496 shares 1,496$318K0.03%newTimeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 664 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares 924$318K0.03%newTimeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,257 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,600 shares; 2025Q4: 12,121 shares; 2026Q1: 10,989 shares; 2026Q2: 7,483 shares 7,483$317K0.03%-3,506Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,887 shares; 2025Q4: 13,431 shares; 2026Q1: 11,289 shares; 2026Q2: 5,609 shares 5,609$317K0.03%-5,680Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,811 shares 1,811$316K0.03%newTimeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares; 2026Q2: 1,421 shares 1,421$314K0.03%+538Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,590 shares; 2025Q4: 7,724 shares; 2026Q1: 10,231 shares; 2026Q2: 9,369 shares 9,369$313K0.03%-862Timeline
SFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,184 shares; 2025Q4: 10,356 shares; 2026Q1: 9,901 shares; 2026Q2: 9,153 shares 9,153$313K0.03%-748Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,117 shares; 2025Q1: 35,655 shares; 2025Q2: 36,437 shares; 2025Q3: 36,417 shares; 2025Q4: 33,718 shares; 2026Q1: 27,077 shares; 2026Q2: 24,482 shares 24,482$312K0.03%-2,595Timeline
FLJHFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,211 shares; 2026Q2: 6,829 shares 6,829$312K0.03%+1,618Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,909 shares; 2025Q3: 3,972 shares; 2025Q4: 3,859 shares; 2026Q1: 3,859 shares; 2026Q2: 3,934 shares 3,934$311K0.03%+75Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 538 shares 538$311K0.03%newTimeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000$308K0.03%newTimeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,120 shares; 2025Q1: 53,687 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,853 shares 21,853$304K0.03%newTimeline
HIPSGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,469 shares; 2025Q2: 46,307 shares; 2025Q3: 47,036 shares; 2025Q4: 39,701 shares; 2026Q1: 45,248 shares; 2026Q2: 26,136 shares 26,136$302K0.03%-19,112Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,046 shares; 2025Q4: 6,571 shares; 2026Q1: 7,931 shares; 2026Q2: 8,836 shares 8,836$300K0.03%+905Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,488 shares 1,488$300K0.03%newTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,560 shares; 2025Q1: not reported; 2025Q2: 1,584 shares; 2025Q3: 3,119 shares; 2025Q4: not reported; 2026Q1: 2,060 shares; 2026Q2: 1,655 shares 1,655$299K0.03%-405Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,601 shares; 2025Q2: 1,680 shares; 2025Q3: not reported; 2025Q4: 2,124 shares; 2026Q1: 2,444 shares; 2026Q2: 1,051 shares 1,051$299K0.03%-1,393Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 552 shares 552$298K0.03%newTimeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,996 shares; 2025Q4: 3,858 shares; 2026Q1: 3,856 shares; 2026Q2: 3,850 shares 3,850$295K0.03%-6Timeline
HYTIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,227 shares; 2026Q2: 15,311 shares 15,311$293K0.03%-22,916Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,539 shares; 2025Q1: 1,661 shares; 2025Q2: not reported; 2025Q3: 3,108 shares; 2025Q4: 2,997 shares; 2026Q1: 3,516 shares; 2026Q2: 2,163 shares 2,163$292K0.03%-1,353Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,221 shares 2,221$292K0.03%newTimeline
FMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,688 shares 5,688$292K0.03%newTimeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,399 shares; 2025Q1: 35,277 shares; 2025Q2: 41,104 shares; 2025Q3: 42,554 shares; 2025Q4: 42,508 shares; 2026Q1: 7,544 shares; 2026Q2: 10,920 shares 10,920$289K0.03%+3,376Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,597 shares; 2026Q2: 7,809 shares 7,809$289K0.03%+2,212Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,205 shares; 2026Q2: 26,655 shares 26,655$288K0.03%+3,450Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,251 shares 2,251$284K0.03%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,003 shares; 2025Q1: 2,307 shares; 2025Q2: not reported; 2025Q3: 759 shares; 2025Q4: 681 shares; 2026Q1: not reported; 2026Q2: 1,008 shares 1,008$284K0.03%newTimeline
MBCENORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,768 shares; 2026Q2: 6,810 shares 6,810$283K0.03%+42Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,647 shares 3,647$282K0.03%newTimeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,180 shares; 2025Q4: 4,197 shares; 2026Q1: 2,929 shares; 2026Q2: 2,929 shares 2,929$282K0.03%0Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,578 shares; 2025Q3: 2,081 shares; 2025Q4: 2,025 shares; 2026Q1: 1,923 shares; 2026Q2: 1,596 shares 1,596$281K0.03%-327Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,281 shares; 2025Q1: 22,485 shares; 2025Q2: 9,606 shares; 2025Q3: 9,814 shares; 2025Q4: 8,450 shares; 2026Q1: not reported; 2026Q2: 11,639 shares 11,639$280K0.03%newTimeline
FAXABRDN ASIA PACIFIC INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,049 shares; 2026Q2: 19,045 shares 19,045$280K0.03%+3,996Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,126 shares; 2025Q4: 618 shares; 2026Q1: 711 shares; 2026Q2: 791 shares 791$279K0.03%+80Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,090 shares 12,090$279K0.03%newTimeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 331 shares 331$278K0.03%newTimeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,128 shares 1,128$278K0.03%newTimeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,300 shares 5,300$277K0.03%newTimeline
IIFMORGAN STANLEY INDIA INVT FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,949 shares; 2025Q1: 9,253 shares; 2025Q2: 9,314 shares; 2025Q3: 10,561 shares; 2025Q4: 10,756 shares; 2026Q1: 11,234 shares; 2026Q2: 12,096 shares 12,096$276K0.03%+862Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,022 shares 1,022$274K0.03%newTimeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36,968 shares; 2025Q2: 37,067 shares; 2025Q3: 42,096 shares; 2025Q4: 41,570 shares; 2026Q1: 14,488 shares; 2026Q2: 14,488 shares 14,488$274K0.03%0Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,578 shares 2,578$274K0.03%newTimeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,659 shares 1,659$273K0.03%newTimeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,658 shares; 2025Q2: 12,240 shares; 2025Q3: 12,784 shares; 2025Q4: 8,893 shares; 2026Q1: 8,505 shares; 2026Q2: 8,548 shares 8,548$273K0.03%+43Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,443 shares 2,443$272K0.03%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,703 shares; 2025Q3: 4,961 shares; 2025Q4: 5,148 shares; 2026Q1: 1,863 shares; 2026Q2: 1,857 shares 1,857$271K0.03%-6Timeline
ULBIULTRALIFE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,708 shares 42,708$270K0.03%newTimeline
DBLDOUBLELINE OPPORTUNISTIC CRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,156 shares; 2026Q2: 18,740 shares 18,740$269K0.03%+6,584Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,974 shares; 2026Q2: 2,877 shares 2,877$269K0.03%-97Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 1,007 shares; 2026Q1: not reported; 2026Q2: 1,199 shares 1,199$268K0.03%newTimeline
VCTRVICTORY CAP HLDGS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,191 shares 3,191$268K0.03%newTimeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,331 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,002 shares 1,002$268K0.03%newTimeline
ACYQFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,127 shares 13,127$266K0.03%newTimeline
SIGISELECTIVE INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,695 shares 2,695$261K0.03%newTimeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,243 shares 5,243$258K0.03%newTimeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 1,296 shares; 2026Q1: 632 shares; 2026Q2: 709 shares 709$257K0.03%+77Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,186 shares; 2026Q2: 4,300 shares 4,300$257K0.03%+114Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,202 shares; 2025Q2: 879 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,054 shares 1,054$256K0.03%newTimeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,223 shares 2,223$255K0.03%newTimeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,701 shares; 2025Q4: 3,894 shares; 2026Q1: 3,923 shares; 2026Q2: 4,792 shares 4,792$255K0.03%+869Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,345 shares; 2025Q1: 30,913 shares; 2025Q2: 31,502 shares; 2025Q3: 33,059 shares; 2025Q4: 31,428 shares; 2026Q1: 18,805 shares; 2026Q2: 13,739 shares 13,739$255K0.03%-5,066Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 401 shares 401$254K0.03%newTimeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,035 shares; 2025Q1: 12,136 shares; 2025Q2: 11,558 shares; 2025Q3: 11,908 shares; 2025Q4: 11,734 shares; 2026Q1: 8,488 shares; 2026Q2: 7,967 shares 7,967$254K0.03%-521Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,220 shares; 2025Q4: 1,876 shares; 2026Q1: 3,758 shares; 2026Q2: 1,523 shares 1,523$254K0.03%-2,235Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,301 shares 2,301$253K0.03%newTimeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,689 shares; 2026Q1: 7,354 shares; 2026Q2: 4,850 shares 4,850$253K0.03%-2,504Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,551 shares; 2026Q2: 3,743 shares 3,743$252K0.03%+192Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,764 shares; 2026Q1: 1,997 shares; 2026Q2: 1,555 shares 1,555$251K0.03%-442Timeline
POCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,890 shares; 2025Q1: 53,339 shares; 2025Q2: 47,386 shares; 2025Q3: 16,093 shares; 2025Q4: 13,105 shares; 2026Q1: 13,389 shares; 2026Q2: 5,375 shares 5,375$249K0.03%-8,014Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,357 shares 3,357$247K0.03%newTimeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,295 shares 3,295$247K0.03%newTimeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,663 shares 1,663$247K0.03%newTimeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,869 shares 4,869$246K0.03%newTimeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,060 shares 2,060$244K0.03%newTimeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,444 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,954 shares; 2026Q1: not reported; 2026Q2: 2,079 shares 2,079$244K0.03%newTimeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900$243K0.03%newTimeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391 shares; 2026Q2: 433 shares 433$243K0.03%+42Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,262 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,427 shares 1,427$242K0.03%newTimeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,970 shares; 2026Q1: not reported; 2026Q2: 1,234 shares 1,234$238K0.03%newTimeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,260 shares; 2026Q2: 677 shares 677$237K0.03%-3,583Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,367 shares; 2025Q1: not reported; 2025Q2: 2,718 shares; 2025Q3: 1,569 shares; 2025Q4: 1,387 shares; 2026Q1: not reported; 2026Q2: 327 shares 327$237K0.03%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares; 2025Q4: 1,465 shares; 2026Q1: 1,410 shares; 2026Q2: 1,429 shares 1,429$234K0.03%+19Timeline
TLTWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,460 shares 10,460$234K0.03%newTimeline
CCLCARNIVAL CORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,112 shares 8,112$232K0.03%newTimeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,067 shares 2,067$231K0.03%newTimeline
THQABRDN HEALTHCARE OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,253 shares; 2025Q4: 12,253 shares; 2026Q1: 12,253 shares; 2026Q2: 12,253 shares 12,253$230K0.02%0Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,510 shares 4,510$229K0.02%newTimeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,833 shares; 2026Q1: 3,451 shares; 2026Q2: 3,039 shares 3,039$228K0.02%-412Timeline
RTHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,003 shares; 2025Q4: 1,663 shares; 2026Q1: 1,028 shares; 2026Q2: 892 shares 892$228K0.02%-136Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,739 shares; 2025Q4: 1,750 shares; 2026Q1: 1,600 shares; 2026Q2: 1,554 shares 1,554$228K0.02%-46Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,866 shares 2,866$227K0.02%newTimeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,919 shares 2,919$226K0.02%newTimeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,015 shares 1,015$226K0.02%newTimeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,429 shares; 2025Q2: 5,600 shares; 2025Q3: 5,749 shares; 2025Q4: 9,473 shares; 2026Q1: 6,236 shares; 2026Q2: 3,862 shares 3,862$225K0.02%-2,374Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,522 shares; 2025Q4: 2,220 shares; 2026Q1: not reported; 2026Q2: 985 shares 985$223K0.02%newTimeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,798 shares 5,798$220K0.02%newTimeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,912 shares; 2026Q1: not reported; 2026Q2: 1,709 shares 1,709$220K0.02%newTimeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 1,787 shares; 2026Q1: 1,825 shares; 2026Q2: 1,782 shares 1,782$219K0.02%-43Timeline
KRBNKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,211 shares; 2025Q4: 13,400 shares; 2026Q1: 9,364 shares; 2026Q2: 6,569 shares 6,569$218K0.02%-2,795Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,107 shares 3,107$217K0.02%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
ISHARES BITCOIN TRUST ETFISHARES BITCOIN TRUST ETF CALLcall29,000$965Knew
IREN LIMITEDIREN LIMITED CALLcall19,300$883K-4,100
ALIBABA GROUP HLDG LTDALIBABA GROUP HLDG LTD CALLcall8,000$768Knew
STRATEGY INCSTRATEGY INC CALLcall5,000$435K+3,000
BITWISE BITCOIN ETF TRBITWISE BITCOIN ETF TR CALLcall10,000$319Knew
CIPHER DIGITAL INCCIPHER DIGITAL INC COMcall11,400$279K-3,900
PURECYCLE TECHNOLOGIES INCPURECYCLE TECHNOLOGIES INC CALLcall32,600$264Knew
PALANTIR TECHNOLOGIES INCPALANTIR TECHNOLOGIES INC CALLcall2,000$233Knew
MICRON TECHNOLOGY INCMICRON TECHNOLOGY INC PUTput200$231Knew

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
TINYPROSHARES TR NANOTECH ETFprincipal4,764$462Knew

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
TDYTELEDYNE TECHNOLOGIES INC2,485$1.5Mshares
RHRH9,066$1.27Mshares
XTWYBONDBLOXX ETF TRUST33,149$1.25Mshares
WCMEFIRST TR EXCHANGE-TRADED FD70,734$1.19Mshares
VRTVERTIV HOLDINGS CO3,942$988Kshares
FCXFREEPORT MCMORAN INC15,673$921Kshares
CIENCIENA CORP2,087$810Kshares
AROCARCHROCK INC18,170$632Kshares
MCDMCDONALDS CORP1,857$577Kshares
TJXTJX COS INC NEW3,566$570Kshares
SOFISOFI TECHNOLOGIES INC34,716$551Kshares
PRFINVESCO EXCHANGE TRADED FD T10,566$502Kshares
INTUINTUIT977$422Kshares
STRIVE INCSTRIVE INC40,000$401Kcall
WECWEC ENERGY GROUP INC3,202$371Kshares
TQQQPROSHARES TR8,720$363Kshares
ESEVERSOURCE ENERGY5,184$359Kshares
TBLLINVESCO EXCH TRADED FD TR II3,318$350Kshares
VRSKVERISK ANALYTICS INC1,808$343Kshares
HSYHERSHEY CO1,579$328Kshares
CBCHUBB LIMITED987$322Kshares
NLRVANECK ETF TRUST2,408$321Kshares
BRBROADRIDGE FINL SOLUTIONS IN1,932$314Kshares
ITWILLINOIS TOOL WKS INC1,186$309Kshares
IDMOINVESCO EXCH TRADED FD TR II5,588$306Kshares
AITAPPLIED INDL TECHNOLOGIES IN1,148$305Kshares
TSNTYSON FOODS INC4,694$301Kshares
MLIMUELLER INDS INC2,674$296Kshares
IWYISHARES TR1,188$296Kshares
JBLJABIL INC1,078$286Kshares
EFXEQUIFAX INC1,562$281Kshares
MPWRMONOLITHIC PWR SYS INC248$271Kshares
WSMWILLIAMS SONOMA INC1,447$264Kshares
TKOTKO GROUP HOLDINGS INC1,295$261Kshares
FDXFEDEX CORP724$258Kshares
IBDUISHARES TR10,801$251Kshares
MOALTRIA GROUP INC3,770$249Kshares
FIXDFIRST TR EXCHNG TRADED FD VI5,607$244Kshares
TMUST-MOBILE US INC1,078$226Kshares
FEFIRSTENERGY CORP4,452$226Kshares
IBDRISHARES TR9,210$223Kshares
IBDSISHARES TR9,204$223Kshares
IBDTISHARES TR8,804$223Kshares
THOTHOR INDS INC2,759$220Kshares
PHPARKER-HANNIFIN CORP237$212Kshares
ALLALLSTATE CORP1,003$208Kshares
EZUISHARES INC3,290$206Kshares
DRIDARDEN RESTAURANTS INC1,044$205Kshares
ATOATMOS ENERGY CORP1,091$202Kshares
BSCUINVESCO EXCH TRD SLF IDX FD11,757$197Kshares
DFIIFIRST TR EXCHANGE-TRADED FD14,587$194Kshares
HPQHP INC10,095$194Kshares
QUIKQUICKLOGIC CORP17,125$161Kshares
CLEANSPARK INCCLEANSPARK INC11,800$100Kcall
MSDMORGAN STANLEY EMKT DBT FD I11,850$83.2Kshares
AIOTPOWERFLEET INC15,977$49.2Kshares

How Q2 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-001115 base2026-08-06acceptance time not in the bulk data set

Filings

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

FilingSubjectFiledAcceptedIngested
13F-HR 0001951757-26-001115 Quarter ended 2026-06-302026-08-06acceptance time not in the bulk data set
13F-HR 0001951757-26-000680 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0001951757-26-000036 Quarter ended 2025-12-312026-01-08acceptance time not in the bulk data set
13F-HR 0001951757-25-001342 Quarter ended 2025-09-302025-11-07acceptance time not in the bulk data set
13F-HR 0001951757-25-000866 Quarter ended 2025-06-302025-07-16acceptance time not in the bulk data set
13F-HR 0001951757-25-000523 Quarter ended 2025-03-312025-05-07acceptance time not in the bulk data set
13F-HR 0001951757-25-000242 Quarter ended 2024-12-312025-02-12acceptance time not in the bulk data set