SVAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020,107 shares; 2024Q4: 2,140,108 shares; 2025Q1: 2,194,327 shares; 2025Q2: 2,259,905 shares; 2025Q3: 2,298,704 shares; 2025Q4: not reported; 2026Q1: 2,753,087 shares; 2026Q2: 2,828,726 shares 2,828,726 $118M 5.48% +75,639 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560,549 shares; 2024Q4: 611,529 shares; 2025Q1: 798,446 shares; 2025Q2: 994,382 shares; 2025Q3: 997,865 shares; 2025Q4: 1,015,733 shares; 2026Q1: 619,748 shares; 2026Q2: 600,487 shares 600,487 $97M 4.49% -19,261 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618,127 shares; 2026Q2: 1,029,458 shares 1,029,458 $85.3M 3.95% +411,331 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,622 shares; 2024Q4: 68,791 shares; 2025Q1: 72,234 shares; 2025Q2: 77,398 shares; 2025Q3: 79,840 shares; 2025Q4: 97,525 shares; 2026Q1: 102,303 shares; 2026Q2: 112,722 shares 112,722 $77.4M 3.59% +10,419 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,376 shares; 2024Q4: 378,394 shares; 2025Q1: 423,388 shares; 2025Q2: 430,145 shares; 2025Q3: 437,299 shares; 2025Q4: 457,119 shares; 2026Q1: 429,682 shares; 2026Q2: 443,267 shares 443,267 $73M 3.38% +13,585 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,192 shares; 2024Q4: 65,562 shares; 2025Q1: 67,740 shares; 2025Q2: 60,777 shares; 2025Q3: not reported; 2025Q4: 69,207 shares; 2026Q1: not reported; 2026Q2: 80,444 shares 80,444 $59.2M 2.75% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962,818 shares; 2024Q4: 977,740 shares; 2025Q1: 1,127,870 shares; 2025Q2: 1,221,775 shares; 2025Q3: 1,212,400 shares; 2025Q4: 1,180,856 shares; 2026Q1: 653,662 shares; 2026Q2: 678,103 shares 678,103 $43.6M 2.02% +24,441 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,311 shares; 2024Q4: 114,804 shares; 2025Q1: 114,948 shares; 2025Q2: 112,330 shares; 2025Q3: 145,978 shares; 2025Q4: 141,912 shares; 2026Q1: 143,206 shares; 2026Q2: 138,265 shares 138,265 $40M 1.85% -4,941 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,943 shares; 2024Q4: 39,191 shares; 2025Q1: 32,381 shares; 2025Q2: 29,997 shares; 2025Q3: 20,199 shares; 2025Q4: 20,021 shares; 2026Q1: 194,579 shares; 2026Q2: 200,680 shares 200,680 $37.2M 1.72% +6,101 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,127 shares; 2024Q4: 15,215 shares; 2025Q1: 15,629 shares; 2025Q2: 9,719 shares; 2025Q3: 9,904 shares; 2025Q4: 9,831 shares; 2026Q1: 546,602 shares; 2026Q2: 584,198 shares 584,198 $31.3M 1.45% +37,596 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,837 shares; 2024Q4: 273,775 shares; 2025Q1: 280,766 shares; 2025Q2: 286,892 shares; 2025Q3: 290,936 shares; 2025Q4: 295,859 shares; 2026Q1: 314,766 shares; 2026Q2: 329,144 shares 329,144 $29.9M 1.38% +14,378 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,524 shares; 2024Q4: 148,425 shares; 2025Q1: 153,323 shares; 2025Q2: 131,952 shares; 2025Q3: 134,828 shares; 2025Q4: 117,474 shares; 2026Q1: 138,703 shares; 2026Q2: 134,013 shares 134,013 $28.5M 1.32% -4,690 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,762 shares; 2024Q4: 164,601 shares; 2025Q1: 167,797 shares; 2025Q2: 204,601 shares; 2025Q3: 211,102 shares; 2025Q4: 237,673 shares; 2026Q1: 246,444 shares; 2026Q2: 257,120 shares 257,120 $24.8M 1.15% +10,676 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,070 shares; 2024Q4: 172,160 shares; 2025Q1: 174,615 shares; 2025Q2: 181,129 shares; 2025Q3: 185,973 shares; 2025Q4: 153,066 shares; 2026Q1: 157,470 shares; 2026Q2: 154,087 shares 154,087 $24.4M 1.13% -3,383 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,514 shares; 2024Q4: 61,768 shares; 2025Q1: 62,285 shares; 2025Q2: 73,049 shares; 2025Q3: 63,265 shares; 2025Q4: 123,400 shares; 2026Q1: 122,485 shares; 2026Q2: 122,230 shares 122,230 $23.3M 1.08% -255 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,046 shares; 2024Q4: 73,550 shares; 2025Q1: 80,485 shares; 2025Q2: 80,118 shares; 2025Q3: 108,260 shares; 2025Q4: 108,999 shares; 2026Q1: 106,129 shares; 2026Q2: 107,822 shares 107,822 $21.6M 1% +1,693 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,463 shares; 2024Q4: 70,420 shares; 2025Q1: 39,582 shares; 2025Q2: 39,559 shares; 2025Q3: 46,640 shares; 2025Q4: 50,159 shares; 2026Q1: 52,101 shares; 2026Q2: 53,320 shares 53,320 $19.9M 0.92% +1,219 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,530 shares; 2024Q4: 111,953 shares; 2025Q1: 115,755 shares; 2025Q2: 127,211 shares; 2025Q3: 130,968 shares; 2025Q4: 131,169 shares; 2026Q1: 134,376 shares; 2026Q2: 133,556 shares 133,556 $19.8M 0.92% -820 Timeline VLGEA VILLAGE SUPER MKT INC More: the full row for VILLAGE SUPER MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,209 shares; 2024Q4: 317,716 shares; 2025Q1: 322,838 shares; 2025Q2: 329,169 shares; 2025Q3: 335,548 shares; 2025Q4: 370,064 shares; 2026Q1: 391,214 shares; 2026Q2: 399,653 shares 399,653 $16.9M 0.78% +8,439 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693,984 shares; 2024Q4: 729,745 shares; 2025Q1: 689,649 shares; 2025Q2: 670,775 shares; 2025Q3: 713,449 shares; 2025Q4: 756,226 shares; 2026Q1: 760,696 shares; 2026Q2: 652,734 shares 652,734 $16.7M 0.77% -107,962 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,867 shares; 2024Q4: 11,811 shares; 2025Q1: 11,789 shares; 2025Q2: 12,147 shares; 2025Q3: 13,108 shares; 2025Q4: 13,683 shares; 2026Q1: 14,054 shares; 2026Q2: 13,841 shares 13,841 $16.6M 0.77% -213 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,241 shares; 2024Q4: 13,339 shares; 2025Q1: 13,438 shares; 2025Q2: 20,126 shares; 2025Q3: 20,313 shares; 2025Q4: 20,288 shares; 2026Q1: 20,377 shares; 2026Q2: 21,282 shares 21,282 $15.9M 0.74% +905 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556,300 shares; 2024Q4: 228,203 shares; 2025Q1: 372,019 shares; 2025Q2: 330,880 shares; 2025Q3: 343,980 shares; 2025Q4: 357,150 shares; 2026Q1: 365,973 shares; 2026Q2: 401,583 shares 401,583 $14.7M 0.68% +35,610 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,816 shares; 2024Q4: 60,527 shares; 2025Q1: 59,073 shares; 2025Q2: 62,671 shares; 2025Q3: 70,070 shares; 2025Q4: 74,541 shares; 2026Q1: 152,155 shares; 2026Q2: 302,811 shares 302,811 $14.2M 0.66% +150,656 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,916 shares; 2025Q3: 15,658 shares; 2025Q4: 51,942 shares; 2026Q1: 114,644 shares; 2026Q2: 134,226 shares 134,226 $13.5M 0.63% +19,582 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,243 shares; 2024Q4: 15,945 shares; 2025Q1: 15,061 shares; 2025Q2: 8,650 shares; 2025Q3: 10,102 shares; 2025Q4: 12,498 shares; 2026Q1: 15,881 shares; 2026Q2: 17,722 shares 17,722 $13.2M 0.61% +1,841 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,233 shares; 2024Q4: 165,273 shares; 2025Q1: 168,278 shares; 2025Q2: 189,716 shares; 2025Q3: 195,682 shares; 2025Q4: 201,409 shares; 2026Q1: 209,059 shares; 2026Q2: 216,777 shares 216,777 $12.9M 0.6% +7,718 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,657 shares; 2025Q3: 87,663 shares; 2025Q4: 88,541 shares; 2026Q1: 88,350 shares; 2026Q2: 135,268 shares 135,268 $12.9M 0.6% +46,918 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,641 shares; 2024Q4: 163,776 shares; 2025Q1: 107,452 shares; 2025Q2: 187,501 shares; 2025Q3: 172,893 shares; 2025Q4: 182,305 shares; 2026Q1: 129,183 shares; 2026Q2: 146,258 shares 146,258 $12.9M 0.6% +17,075 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,275 shares; 2024Q4: 11,970 shares; 2025Q1: 12,966 shares; 2025Q2: 12,680 shares; 2025Q3: 13,507 shares; 2025Q4: 18,465 shares; 2026Q1: 18,705 shares; 2026Q2: 19,556 shares 19,556 $12.8M 0.59% +851 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,398 shares; 2024Q4: 298,728 shares; 2025Q1: 308,394 shares; 2025Q2: 328,645 shares; 2025Q3: 337,622 shares; 2025Q4: 336,457 shares; 2026Q1: 355,590 shares; 2026Q2: 343,010 shares 343,010 $12.6M 0.59% -12,580 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,089 shares; 2024Q4: 41,682 shares; 2025Q1: 43,968 shares; 2025Q2: 46,422 shares; 2025Q3: 48,190 shares; 2025Q4: 50,252 shares; 2026Q1: 51,138 shares; 2026Q2: 48,780 shares 48,780 $12.4M 0.57% -2,358 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611,882 shares; 2024Q4: 619,347 shares; 2025Q1: 604,130 shares; 2025Q2: 613,995 shares; 2025Q3: 617,409 shares; 2025Q4: 615,009 shares; 2026Q1: 617,202 shares; 2026Q2: 613,780 shares 613,780 $11.6M 0.54% -3,422 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,516 shares; 2024Q4: 98,514 shares; 2025Q1: 95,854 shares; 2025Q2: 84,972 shares; 2025Q3: not reported; 2025Q4: 79,945 shares; 2026Q1: not reported; 2026Q2: 143,547 shares 143,547 $11.4M 0.53% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,752 shares; 2024Q4: 116,529 shares; 2025Q1: 122,765 shares; 2025Q2: 135,889 shares; 2025Q3: 148,043 shares; 2025Q4: 125,064 shares; 2026Q1: 127,502 shares; 2026Q2: 114,310 shares 114,310 $11.3M 0.52% -13,192 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,921 shares; 2024Q4: 92,577 shares; 2025Q1: 97,132 shares; 2025Q2: 97,739 shares; 2025Q3: 102,350 shares; 2025Q4: 106,863 shares; 2026Q1: 112,060 shares; 2026Q2: 139,129 shares 139,129 $11.3M 0.52% +27,069 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,776 shares; 2024Q4: 12,732 shares; 2025Q1: 12,732 shares; 2025Q2: 25,471 shares; 2025Q3: 46,186 shares; 2025Q4: 61,967 shares; 2026Q1: 73,460 shares; 2026Q2: 493,201 shares 493,201 $11.3M 0.52% +419,741 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,032 shares; 2024Q4: 66,643 shares; 2025Q1: 65,157 shares; 2025Q2: 58,005 shares; 2025Q3: 48,762 shares; 2025Q4: 49,229 shares; 2026Q1: 47,157 shares; 2026Q2: 46,038 shares 46,038 $10.9M 0.51% -1,119 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,109 shares; 2024Q4: 68,966 shares; 2025Q1: 68,373 shares; 2025Q2: 67,499 shares; 2025Q3: 65,215 shares; 2025Q4: 55,873 shares; 2026Q1: 53,353 shares; 2026Q2: 42,067 shares 42,067 $10.7M 0.5% -11,286 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,178 shares; 2024Q4: 122,614 shares; 2025Q1: 122,822 shares; 2025Q2: 133,665 shares; 2025Q3: 136,532 shares; 2025Q4: 123,619 shares; 2026Q1: 128,484 shares; 2026Q2: 110,505 shares 110,505 $10.7M 0.49% -17,979 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,783 shares; 2024Q4: 105,531 shares; 2025Q1: 39,772 shares; 2025Q2: 36,978 shares; 2025Q3: 44,951 shares; 2025Q4: 45,269 shares; 2026Q1: 46,527 shares; 2026Q2: 44,705 shares 44,705 $10.7M 0.49% -1,822 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,426 shares; 2024Q4: 27,118 shares; 2025Q1: 26,636 shares; 2025Q2: 26,604 shares; 2025Q3: 26,430 shares; 2025Q4: 26,581 shares; 2026Q1: 26,380 shares; 2026Q2: 25,867 shares 25,867 $9.71M 0.45% -513 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,640 shares; 2024Q4: 42,661 shares; 2025Q1: 40,062 shares; 2025Q2: 42,488 shares; 2025Q3: 41,342 shares; 2025Q4: 41,985 shares; 2026Q1: 42,448 shares; 2026Q2: 38,565 shares 38,565 $9.7M 0.45% -3,883 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,371 shares; 2024Q4: 87,629 shares; 2025Q1: 87,187 shares; 2025Q2: 89,965 shares; 2025Q3: 87,100 shares; 2025Q4: 94,671 shares; 2026Q1: 121,295 shares; 2026Q2: 112,210 shares 112,210 $9.32M 0.43% -9,085 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,514 shares; 2024Q4: 10,731 shares; 2025Q1: 12,255 shares; 2025Q2: 26,940 shares; 2025Q3: 28,668 shares; 2025Q4: 27,901 shares; 2026Q1: 29,073 shares; 2026Q2: 25,850 shares 25,850 $9.13M 0.42% -3,223 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,197 shares; 2024Q4: 4,355 shares; 2025Q1: 14,147 shares; 2025Q2: 14,185 shares; 2025Q3: 16,255 shares; 2025Q4: 21,207 shares; 2026Q1: 21,255 shares; 2026Q2: 15,671 shares 15,671 $9.1M 0.42% -5,584 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,830 shares; 2024Q4: 242,420 shares; 2025Q1: 241,428 shares; 2025Q2: 243,152 shares; 2025Q3: 245,264 shares; 2025Q4: 238,152 shares; 2026Q1: 231,641 shares; 2026Q2: 234,984 shares 234,984 $9.07M 0.42% +3,343 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,969 shares; 2024Q4: 11,032 shares; 2025Q1: 11,090 shares; 2025Q2: 12,856 shares; 2025Q3: 13,920 shares; 2025Q4: 13,776 shares; 2026Q1: 13,518 shares; 2026Q2: 14,132 shares 14,132 $9.06M 0.42% +614 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,102 shares; 2024Q4: 48,560 shares; 2025Q1: 49,949 shares; 2025Q2: 51,594 shares; 2025Q3: 53,532 shares; 2025Q4: 55,737 shares; 2026Q1: 58,784 shares; 2026Q2: 61,384 shares 61,384 $9M 0.42% +2,600 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,261 shares; 2024Q4: 5,550 shares; 2025Q1: 5,466 shares; 2025Q2: 5,869 shares; 2025Q3: 5,724 shares; 2025Q4: 5,531 shares; 2026Q1: 6,127 shares; 2026Q2: 326,297 shares 326,297 $8.94M 0.41% +320,170 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,322 shares; 2024Q4: 36,613 shares; 2025Q1: 41,154 shares; 2025Q2: 32,813 shares; 2025Q3: 36,147 shares; 2025Q4: 39,476 shares; 2026Q1: 44,239 shares; 2026Q2: 73,968 shares 73,968 $8.8M 0.41% +29,729 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,730 shares; 2024Q4: 169,731 shares; 2025Q1: 218,197 shares; 2025Q2: 171,804 shares; 2025Q3: 173,976 shares; 2025Q4: 170,524 shares; 2026Q1: 175,189 shares; 2026Q2: 176,293 shares 176,293 $8.79M 0.41% +1,104 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,676 shares; 2024Q4: 55,308 shares; 2025Q1: 59,560 shares; 2025Q2: 75,571 shares; 2025Q3: 90,237 shares; 2025Q4: 88,632 shares; 2026Q1: 88,035 shares; 2026Q2: 72,265 shares 72,265 $8.49M 0.39% -15,770 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,470 shares; 2024Q4: 22,517 shares; 2025Q1: 20,317 shares; 2025Q2: 20,147 shares; 2025Q3: 21,885 shares; 2025Q4: 21,216 shares; 2026Q1: 22,396 shares; 2026Q2: 29,394 shares 29,394 $8.27M 0.38% +6,998 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,243 shares; 2024Q4: 8,576 shares; 2025Q1: 2,218 shares; 2025Q2: 1,809 shares; 2025Q3: 2,182 shares; 2025Q4: 2,058 shares; 2026Q1: 1,855 shares; 2026Q2: 66,000 shares 66,000 $8.2M 0.38% +64,145 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,782 shares; 2024Q4: 79,760 shares; 2025Q1: 82,962 shares; 2025Q2: 85,897 shares; 2025Q3: 90,684 shares; 2025Q4: 97,751 shares; 2026Q1: 103,378 shares; 2026Q2: 105,587 shares 105,587 $8.14M 0.38% +2,209 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,091 shares; 2024Q4: 271,676 shares; 2025Q1: 257,340 shares; 2025Q2: 253,080 shares; 2025Q3: 251,541 shares; 2025Q4: 251,289 shares; 2026Q1: 276,345 shares; 2026Q2: 269,765 shares 269,765 $8.14M 0.38% -6,580 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,561 shares; 2024Q4: 55,536 shares; 2025Q1: 58,497 shares; 2025Q2: 52,613 shares; 2025Q3: 64,407 shares; 2025Q4: 73,337 shares; 2026Q1: 112,796 shares; 2026Q2: 124,747 shares 124,747 $7.67M 0.36% +11,951 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,822 shares; 2024Q4: 48,406 shares; 2025Q1: 51,333 shares; 2025Q2: 52,372 shares; 2025Q3: 52,580 shares; 2025Q4: 55,713 shares; 2026Q1: 57,987 shares; 2026Q2: 59,300 shares 59,300 $7.51M 0.35% +1,313 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,793 shares; 2024Q4: 34,109 shares; 2025Q1: 37,731 shares; 2025Q2: 36,520 shares; 2025Q3: 40,159 shares; 2025Q4: 50,323 shares; 2026Q1: 46,652 shares; 2026Q2: 82,582 shares 82,582 $7.44M 0.34% +35,930 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,033 shares; 2024Q4: 49,687 shares; 2025Q1: 53,811 shares; 2025Q2: 51,332 shares; 2025Q3: 50,383 shares; 2025Q4: 53,321 shares; 2026Q1: 167,601 shares; 2026Q2: 90,281 shares 90,281 $7.41M 0.34% -77,320 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,869 shares; 2024Q4: 50,059 shares; 2025Q1: 46,852 shares; 2025Q2: 48,579 shares; 2025Q3: 49,987 shares; 2025Q4: 62,059 shares; 2026Q1: 72,467 shares; 2026Q2: 66,574 shares 66,574 $7.31M 0.34% -5,893 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,314 shares; 2024Q4: 90,538 shares; 2025Q1: 89,915 shares; 2025Q2: 91,686 shares; 2025Q3: 90,231 shares; 2025Q4: 86,105 shares; 2026Q1: 79,857 shares; 2026Q2: 57,614 shares 57,614 $7.28M 0.34% -22,243 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,142 shares; 2024Q4: 3,389 shares; 2025Q1: 3,338 shares; 2025Q2: 6,630 shares; 2025Q3: 9,350 shares; 2025Q4: 362,910 shares; 2026Q1: 6,233 shares; 2026Q2: 23,957 shares 23,957 $7.2M 0.33% +17,724 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,556 shares; 2025Q2: 5,786 shares; 2025Q3: 4,957 shares; 2025Q4: 5,409 shares; 2026Q1: 70,763 shares; 2026Q2: 140,779 shares 140,779 $7.19M 0.33% +70,016 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,861 shares; 2024Q4: 87,062 shares; 2025Q1: 82,023 shares; 2025Q2: 82,564 shares; 2025Q3: 80,933 shares; 2025Q4: 88,658 shares; 2026Q1: 95,626 shares; 2026Q2: 94,556 shares 94,556 $7.13M 0.33% -1,070 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,641 shares; 2024Q4: 31,004 shares; 2025Q1: 41,483 shares; 2025Q2: 45,993 shares; 2025Q3: 59,931 shares; 2025Q4: 63,384 shares; 2026Q1: 68,029 shares; 2026Q2: 62,957 shares 62,957 $7.13M 0.33% -5,072 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,097 shares; 2024Q4: 246,505 shares; 2025Q1: 228,252 shares; 2025Q2: 221,239 shares; 2025Q3: 235,821 shares; 2025Q4: 247,395 shares; 2026Q1: 255,287 shares; 2026Q2: 236,627 shares 236,627 $7.1M 0.33% -18,660 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,086 shares; 2024Q4: 11,111 shares; 2025Q1: 11,150 shares; 2025Q2: 11,025 shares; 2025Q3: 11,442 shares; 2025Q4: 11,166 shares; 2026Q1: 7,855 shares; 2026Q2: 6,452 shares 6,452 $6.87M 0.32% -1,403 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,030 shares; 2024Q4: 147,433 shares; 2025Q1: 151,841 shares; 2025Q2: 174,471 shares; 2025Q3: 180,466 shares; 2025Q4: 200,174 shares; 2026Q1: 208,220 shares; 2026Q2: 229,947 shares 229,947 $6.72M 0.31% +21,727 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,785 shares; 2024Q4: 17,294 shares; 2025Q1: 15,747 shares; 2025Q2: 12,096 shares; 2025Q3: 11,657 shares; 2025Q4: 11,056 shares; 2026Q1: 10,835 shares; 2026Q2: 10,501 shares 10,501 $6.55M 0.3% -334 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,841 shares; 2024Q4: 28,975 shares; 2025Q1: 29,919 shares; 2025Q2: 28,636 shares; 2025Q3: not reported; 2025Q4: 24,755 shares; 2026Q1: not reported; 2026Q2: 24,153 shares 24,153 $6.39M 0.3% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,271 shares; 2024Q4: 50,824 shares; 2025Q1: 54,320 shares; 2025Q2: 54,981 shares; 2025Q3: 55,275 shares; 2025Q4: 59,926 shares; 2026Q1: 63,141 shares; 2026Q2: 65,863 shares 65,863 $6.3M 0.29% +2,722 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,997 shares; 2024Q4: 4,895 shares; 2025Q1: 4,637 shares; 2025Q2: 55,783 shares; 2025Q3: 58,564 shares; 2025Q4: 115,001 shares; 2026Q1: 123,261 shares; 2026Q2: 129,801 shares 129,801 $6.22M 0.29% +6,540 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,542 shares; 2024Q4: 47,194 shares; 2025Q1: 51,276 shares; 2025Q2: 51,041 shares; 2025Q3: 51,703 shares; 2025Q4: 52,447 shares; 2026Q1: 50,458 shares; 2026Q2: 52,238 shares 52,238 $6.09M 0.28% +1,780 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,739 shares; 2024Q4: 94,172 shares; 2025Q1: 131,420 shares; 2025Q2: 126,202 shares; 2025Q3: 174,826 shares; 2025Q4: 140,577 shares; 2026Q1: 60,256 shares; 2026Q2: 64,401 shares 64,401 $6.09M 0.28% +4,145 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,517 shares; 2024Q4: 59,380 shares; 2025Q1: 70,180 shares; 2025Q2: 70,726 shares; 2025Q3: 78,728 shares; 2025Q4: 80,549 shares; 2026Q1: 120,253 shares; 2026Q2: 107,058 shares 107,058 $6.05M 0.28% -13,195 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,784 shares; 2024Q4: 16,819 shares; 2025Q1: 16,624 shares; 2025Q2: 16,005 shares; 2025Q3: 17,175 shares; 2025Q4: 18,397 shares; 2026Q1: 19,490 shares; 2026Q2: 17,088 shares 17,088 $6.03M 0.28% -2,402 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,225 shares; 2024Q4: 2,048 shares; 2025Q1: 2,044 shares; 2025Q2: 2,044 shares; 2025Q3: 11,957 shares; 2025Q4: 12,703 shares; 2026Q1: 19,855 shares; 2026Q2: 23,780 shares 23,780 $6M 0.28% +3,925 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,818 shares; 2024Q4: 147,290 shares; 2025Q1: 107,556 shares; 2025Q2: 117,175 shares; 2025Q3: 124,634 shares; 2025Q4: 123,682 shares; 2026Q1: 124,169 shares; 2026Q2: 141,024 shares 141,024 $5.97M 0.28% +16,855 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,990 shares; 2024Q4: 21,694 shares; 2025Q1: 22,668 shares; 2025Q2: 23,263 shares; 2025Q3: 24,498 shares; 2025Q4: 25,633 shares; 2026Q1: 22,027 shares; 2026Q2: 21,968 shares 21,968 $5.94M 0.28% -59 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,040 shares; 2025Q2: 80,815 shares; 2025Q3: 84,733 shares; 2025Q4: 96,183 shares; 2026Q1: 95,291 shares; 2026Q2: 94,537 shares 94,537 $5.82M 0.27% -754 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,347 shares; 2024Q4: 208,071 shares; 2025Q1: 208,604 shares; 2025Q2: 191,063 shares; 2025Q3: 248,251 shares; 2025Q4: 248,933 shares; 2026Q1: 254,239 shares; 2026Q2: 239,692 shares 239,692 $5.77M 0.27% -14,547 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,261 shares; 2024Q4: 26,455 shares; 2025Q1: 26,704 shares; 2025Q2: 27,444 shares; 2025Q3: not reported; 2025Q4: 29,001 shares; 2026Q1: not reported; 2026Q2: 30,419 shares 30,419 $5.77M 0.27% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,662 shares; 2026Q1: 35,489 shares; 2026Q2: 62,190 shares 62,190 $5.73M 0.27% +26,701 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,967 shares; 2024Q4: 111,976 shares; 2025Q1: 118,829 shares; 2025Q2: 184,773 shares; 2025Q3: 119,632 shares; 2025Q4: 127,883 shares; 2026Q1: 171,621 shares; 2026Q2: 169,259 shares 169,259 $5.73M 0.27% -2,362 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,926 shares; 2024Q4: 16,240 shares; 2025Q1: 15,716 shares; 2025Q2: 16,411 shares; 2025Q3: 16,021 shares; 2025Q4: 22,665 shares; 2026Q1: 22,773 shares; 2026Q2: 23,555 shares 23,555 $5.57M 0.26% +782 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,870 shares; 2024Q4: 6,007 shares; 2025Q1: 6,440 shares; 2025Q2: 6,913 shares; 2025Q3: 7,327 shares; 2025Q4: 8,027 shares; 2026Q1: 7,889 shares; 2026Q2: 9,835 shares 9,835 $5.54M 0.26% +1,946 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,823 shares; 2024Q4: 25,409 shares; 2025Q1: 25,275 shares; 2025Q2: 25,708 shares; 2025Q3: 25,647 shares; 2025Q4: 28,630 shares; 2026Q1: 28,362 shares; 2026Q2: 29,949 shares 29,949 $5.46M 0.25% +1,587 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,051 shares; 2024Q4: 15,065 shares; 2025Q1: 15,298 shares; 2025Q2: 25,844 shares; 2025Q3: 26,479 shares; 2025Q4: 24,654 shares; 2026Q1: 24,526 shares; 2026Q2: 24,764 shares 24,764 $5.4M 0.25% +238 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,286 shares; 2024Q4: 19,075 shares; 2025Q1: 19,696 shares; 2025Q2: 19,854 shares; 2025Q3: 19,637 shares; 2025Q4: 21,222 shares; 2026Q1: 22,421 shares; 2026Q2: 23,670 shares 23,670 $5.28M 0.24% +1,249 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,767 shares; 2024Q4: 11,023 shares; 2025Q1: 17,001 shares; 2025Q2: 21,071 shares; 2025Q3: 23,063 shares; 2025Q4: 28,536 shares; 2026Q1: 31,759 shares; 2026Q2: 40,478 shares 40,478 $5.17M 0.24% +8,719 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,810 shares; 2024Q4: 42,988 shares; 2025Q1: 41,133 shares; 2025Q2: 41,478 shares; 2025Q3: 40,847 shares; 2025Q4: 43,314 shares; 2026Q1: 47,422 shares; 2026Q2: 49,642 shares 49,642 $5.12M 0.24% +2,220 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,892 shares; 2024Q4: 8,453 shares; 2025Q1: 8,675 shares; 2025Q2: 9,388 shares; 2025Q3: 10,818 shares; 2025Q4: 13,385 shares; 2026Q1: 14,699 shares; 2026Q2: 14,830 shares 14,830 $5.06M 0.23% +131 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,115 shares; 2024Q4: 29,442 shares; 2025Q1: 29,886 shares; 2025Q2: 29,681 shares; 2025Q3: 29,605 shares; 2025Q4: 28,988 shares; 2026Q1: 28,698 shares; 2026Q2: 28,537 shares 28,537 $4.96M 0.23% -161 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: 3,800 shares; 2025Q1: 5,200 shares; 2025Q2: 7,780 shares; 2025Q3: 12,380 shares; 2025Q4: 11,875 shares; 2026Q1: 11,844 shares; 2026Q2: 11,916 shares 11,916 $4.95M 0.23% +72 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,459 shares; 2024Q4: 32,905 shares; 2025Q1: 28,927 shares; 2025Q2: 38,630 shares; 2025Q3: 37,787 shares; 2025Q4: 40,420 shares; 2026Q1: 112,724 shares; 2026Q2: 96,852 shares 96,852 $4.9M 0.23% -15,872 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,149 shares; 2024Q4: 9,095 shares; 2025Q1: 11,060 shares; 2025Q2: 11,176 shares; 2025Q3: 13,109 shares; 2025Q4: 13,187 shares; 2026Q1: 13,225 shares; 2026Q2: 13,149 shares 13,149 $4.87M 0.23% -76 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,703 shares; 2025Q3: 1,382 shares; 2025Q4: 1,491 shares; 2026Q1: 2,524 shares; 2026Q2: 4,051 shares 4,051 $4.68M 0.22% +1,527 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,240 shares; 2025Q3: 59,156 shares; 2025Q4: 72,381 shares; 2026Q1: 89,362 shares; 2026Q2: 174,004 shares 174,004 $4.61M 0.21% +84,642 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,873 shares; 2024Q4: 21,323 shares; 2025Q1: 22,504 shares; 2025Q2: 28,722 shares; 2025Q3: 35,632 shares; 2025Q4: 45,743 shares; 2026Q1: 53,908 shares; 2026Q2: 90,530 shares 90,530 $4.56M 0.21% +36,622 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,001 shares; 2024Q4: 5,119 shares; 2025Q1: 5,868 shares; 2025Q2: 5,999 shares; 2025Q3: 7,922 shares; 2025Q4: 8,373 shares; 2026Q1: 8,526 shares; 2026Q2: 9,032 shares 9,032 $4.52M 0.21% +506 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,346 shares; 2024Q4: 2,759 shares; 2025Q1: 2,782 shares; 2025Q2: 3,261 shares; 2025Q3: 5,131 shares; 2025Q4: 7,855 shares; 2026Q1: 8,807 shares; 2026Q2: 11,912 shares 11,912 $4.39M 0.2% +3,105 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,723 shares; 2025Q4: 71,211 shares; 2026Q1: 71,938 shares; 2026Q2: 63,658 shares 63,658 $4.39M 0.2% -8,280 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,764 shares; 2024Q4: 10,503 shares; 2025Q1: 10,577 shares; 2025Q2: 11,797 shares; 2025Q3: 11,680 shares; 2025Q4: 12,056 shares; 2026Q1: 12,430 shares; 2026Q2: 12,369 shares 12,369 $4.38M 0.2% -61 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,898 shares; 2024Q4: 24,765 shares; 2025Q1: 36,145 shares; 2025Q2: 41,404 shares; 2025Q3: 40,929 shares; 2025Q4: 40,845 shares; 2026Q1: 63,114 shares; 2026Q2: 55,181 shares 55,181 $4.32M 0.2% -7,933 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,193 shares; 2024Q4: 7,147 shares; 2025Q1: 8,145 shares; 2025Q2: 41,703 shares; 2025Q3: 19,476 shares; 2025Q4: 25,934 shares; 2026Q1: 12,064 shares; 2026Q2: 14,230 shares 14,230 $4.31M 0.2% +2,166 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,571 shares; 2024Q4: 38,329 shares; 2025Q1: 41,568 shares; 2025Q2: 47,188 shares; 2025Q3: 61,090 shares; 2025Q4: 64,194 shares; 2026Q1: 65,950 shares; 2026Q2: 46,506 shares 46,506 $4.26M 0.2% -19,444 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,071 shares; 2024Q4: 32,898 shares; 2025Q1: 32,367 shares; 2025Q2: 33,388 shares; 2025Q3: 32,852 shares; 2025Q4: 32,723 shares; 2026Q1: 32,092 shares; 2026Q2: 31,597 shares 31,597 $4.25M 0.2% -495 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,744 shares; 2024Q4: 43,447 shares; 2025Q1: 50,457 shares; 2025Q2: 129,705 shares; 2025Q3: 133,504 shares; 2025Q4: 135,826 shares; 2026Q1: 130,293 shares; 2026Q2: 129,718 shares 129,718 $4.25M 0.2% -575 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares; 2026Q1: 87,811 shares; 2026Q2: 90,348 shares 90,348 $4.22M 0.2% +2,537 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,217 shares; 2024Q4: 8,498 shares; 2025Q1: 9,787 shares; 2025Q2: 9,479 shares; 2025Q3: 10,709 shares; 2025Q4: 11,360 shares; 2026Q1: 11,233 shares; 2026Q2: 11,751 shares 11,751 $4.2M 0.19% +518 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,484 shares; 2024Q4: 31,701 shares; 2025Q1: 32,630 shares; 2025Q2: 33,974 shares; 2025Q3: 34,351 shares; 2025Q4: 14,355 shares; 2026Q1: 18,737 shares; 2026Q2: 32,575 shares 32,575 $4.19M 0.19% +13,838 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,163 shares; 2024Q4: 30,330 shares; 2025Q1: 29,959 shares; 2025Q2: 30,590 shares; 2025Q3: 31,065 shares; 2025Q4: 30,663 shares; 2026Q1: 29,953 shares; 2026Q2: 28,460 shares 28,460 $4.11M 0.19% -1,493 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,128 shares; 2024Q4: 26,426 shares; 2025Q1: 26,934 shares; 2025Q2: 26,831 shares; 2025Q3: 33,027 shares; 2025Q4: 74,385 shares; 2026Q1: 83,448 shares; 2026Q2: 77,227 shares 77,227 $4.1M 0.19% -6,221 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,447 shares; 2024Q4: 6,240 shares; 2025Q1: 6,085 shares; 2025Q2: 5,825 shares; 2025Q3: 5,993 shares; 2025Q4: 6,611 shares; 2026Q1: 6,540 shares; 2026Q2: 6,451 shares 6,451 $4.09M 0.19% -89 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,177 shares; 2024Q4: 41,216 shares; 2025Q1: 39,374 shares; 2025Q2: 38,686 shares; 2025Q3: 38,439 shares; 2025Q4: 39,184 shares; 2026Q1: 40,743 shares; 2026Q2: 41,144 shares 41,144 $4.04M 0.19% +401 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,522 shares; 2024Q4: 44,725 shares; 2025Q1: 44,886 shares; 2025Q2: 47,694 shares; 2025Q3: 47,461 shares; 2025Q4: 53,194 shares; 2026Q1: 114,452 shares; 2026Q2: 114,863 shares 114,863 $4M 0.19% +411 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,665 shares; 2024Q4: 18,585 shares; 2025Q1: 18,550 shares; 2025Q2: 18,288 shares; 2025Q3: 20,342 shares; 2025Q4: 20,307 shares; 2026Q1: 20,387 shares; 2026Q2: 35,807 shares 35,807 $3.96M 0.18% +15,420 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,898 shares; 2025Q3: 111,449 shares; 2025Q4: 129,005 shares; 2026Q1: 147,838 shares; 2026Q2: 159,674 shares 159,674 $3.92M 0.18% +11,836 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,857 shares; 2024Q4: 18,751 shares; 2025Q1: 20,262 shares; 2025Q2: 22,078 shares; 2025Q3: 16,406 shares; 2025Q4: 16,614 shares; 2026Q1: 208,270 shares; 2026Q2: 24,533 shares 24,533 $3.89M 0.18% -183,737 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,929 shares; 2024Q4: 13,098 shares; 2025Q1: 14,079 shares; 2025Q2: 9,459 shares; 2025Q3: 10,936 shares; 2025Q4: 12,178 shares; 2026Q1: 12,298 shares; 2026Q2: 10,185 shares 10,185 $3.85M 0.18% -2,113 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95,244 shares 95,244 $3.84M 0.18% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,919 shares; 2024Q4: 6,441 shares; 2025Q1: 6,337 shares; 2025Q2: 6,514 shares; 2025Q3: 6,037 shares; 2025Q4: 5,863 shares; 2026Q1: 5,621 shares; 2026Q2: 5,379 shares 5,379 $3.84M 0.18% -242 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,673 shares; 2024Q4: 28,807 shares; 2025Q1: 26,883 shares; 2025Q2: 28,528 shares; 2025Q3: 30,078 shares; 2025Q4: 20,915 shares; 2026Q1: 21,223 shares; 2026Q2: 28,082 shares 28,082 $3.8M 0.18% +6,859 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,436 shares; 2025Q2: 27,490 shares; 2025Q3: 45,267 shares; 2025Q4: 48,613 shares; 2026Q1: 50,190 shares; 2026Q2: 68,070 shares 68,070 $3.78M 0.18% +17,880 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,744 shares; 2024Q4: 4,866 shares; 2025Q1: 5,188 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,479 shares; 2026Q2: 36,116 shares 36,116 $3.75M 0.17% -3,363 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,387 shares; 2024Q4: 10,175 shares; 2025Q1: 10,974 shares; 2025Q2: 9,359 shares; 2025Q3: 9,855 shares; 2025Q4: 9,953 shares; 2026Q1: 11,351 shares; 2026Q2: 11,334 shares 11,334 $3.71M 0.17% -17 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,055 shares; 2026Q2: 36,408 shares 36,408 $3.65M 0.17% +353 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,352 shares; 2024Q4: 78,024 shares; 2025Q1: 83,245 shares; 2025Q2: 74,387 shares; 2025Q3: 49,074 shares; 2025Q4: 50,341 shares; 2026Q1: 44,542 shares; 2026Q2: 31,091 shares 31,091 $3.64M 0.17% -13,451 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,687 shares; 2026Q2: 36,251 shares 36,251 $3.58M 0.17% +18,564 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,620 shares; 2024Q4: 112,721 shares; 2025Q1: 116,026 shares; 2025Q2: 117,281 shares; 2025Q3: 119,616 shares; 2025Q4: 123,202 shares; 2026Q1: 130,281 shares; 2026Q2: 133,199 shares 133,199 $3.58M 0.17% +2,918 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,787 shares; 2024Q4: 50,240 shares; 2025Q1: 51,154 shares; 2025Q2: 30,064 shares; 2025Q3: 30,746 shares; 2025Q4: 35,204 shares; 2026Q1: 107,659 shares; 2026Q2: 56,373 shares 56,373 $3.51M 0.16% -51,286 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,271 shares; 2026Q1: 13,280 shares; 2026Q2: 13,281 shares 13,281 $3.46M 0.16% +1 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,705 shares; 2025Q3: 8,943 shares; 2025Q4: 8,908 shares; 2026Q1: 12,957 shares; 2026Q2: 27,445 shares 27,445 $3.42M 0.16% +14,488 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,350 shares; 2024Q4: 9,113 shares; 2025Q1: 9,209 shares; 2025Q2: 9,205 shares; 2025Q3: 9,340 shares; 2025Q4: 9,439 shares; 2026Q1: 9,312 shares; 2026Q2: 9,402 shares 9,402 $3.4M 0.16% +90 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,599 shares; 2025Q2: 18,632 shares; 2025Q3: 45,530 shares; 2025Q4: 61,241 shares; 2026Q1: 79,561 shares; 2026Q2: 63,057 shares 63,057 $3.37M 0.16% -16,504 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,634 shares; 2024Q4: 169,236 shares; 2025Q1: 220,505 shares; 2025Q2: 215,294 shares; 2025Q3: 198,465 shares; 2025Q4: 209,012 shares; 2026Q1: 210,143 shares; 2026Q2: 158,975 shares 158,975 $3.29M 0.15% -51,168 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,990 shares; 2024Q4: 8,147 shares; 2025Q1: 13,077 shares; 2025Q2: 16,083 shares; 2025Q3: 19,405 shares; 2025Q4: 24,974 shares; 2026Q1: 27,373 shares; 2026Q2: 30,744 shares 30,744 $3.27M 0.15% +3,371 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,644 shares; 2024Q4: 21,138 shares; 2025Q1: 20,023 shares; 2025Q2: 20,052 shares; 2025Q3: 20,024 shares; 2025Q4: 23,694 shares; 2026Q1: 26,448 shares; 2026Q2: 29,109 shares 29,109 $3.13M 0.15% +2,661 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,065 shares; 2024Q4: 3,125 shares; 2025Q1: 3,061 shares; 2025Q2: 2,836 shares; 2025Q3: 3,015 shares; 2025Q4: 3,171 shares; 2026Q1: 3,382 shares; 2026Q2: 3,330 shares 3,330 $3.11M 0.14% -52 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,936 shares; 2024Q4: 6,068 shares; 2025Q1: 6,436 shares; 2025Q2: 6,942 shares; 2025Q3: 7,274 shares; 2025Q4: 7,374 shares; 2026Q1: 6,979 shares; 2026Q2: 35,290 shares 35,290 $3.1M 0.14% +28,311 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,774 shares; 2024Q4: 63,748 shares; 2025Q1: 69,440 shares; 2025Q2: 71,394 shares; 2025Q3: 72,757 shares; 2025Q4: 77,983 shares; 2026Q1: 81,135 shares; 2026Q2: 40,487 shares 40,487 $3.09M 0.14% -40,648 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,765 shares; 2024Q4: 48,913 shares; 2025Q1: 25,829 shares; 2025Q2: 26,098 shares; 2025Q3: 26,147 shares; 2025Q4: 27,769 shares; 2026Q1: 31,899 shares; 2026Q2: 29,972 shares 29,972 $3.06M 0.14% -1,927 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,113 shares; 2024Q4: 8,753 shares; 2025Q1: 9,138 shares; 2025Q2: 13,604 shares; 2025Q3: 15,755 shares; 2025Q4: 16,385 shares; 2026Q1: 14,439 shares; 2026Q2: 61,736 shares 61,736 $3M 0.14% +47,297 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,893 shares; 2024Q4: 14,733 shares; 2025Q1: 17,421 shares; 2025Q2: 18,284 shares; 2025Q3: 19,171 shares; 2025Q4: 21,879 shares; 2026Q1: 21,109 shares; 2026Q2: 48,332 shares 48,332 $2.99M 0.14% +27,223 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,346 shares; 2024Q4: not reported; 2025Q1: 2,757 shares; 2025Q2: 5,350 shares; 2025Q3: 38,096 shares; 2025Q4: 81,873 shares; 2026Q1: 63,896 shares; 2026Q2: 65,183 shares 65,183 $2.96M 0.14% +1,287 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 440 shares; 2025Q1: 885 shares; 2025Q2: 1,002 shares; 2025Q3: 2,572 shares; 2025Q4: 3,024 shares; 2026Q1: 3,187 shares; 2026Q2: 5,786 shares 5,786 $2.95M 0.14% +2,599 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,299 shares; 2026Q1: 112,833 shares; 2026Q2: 117,398 shares 117,398 $2.87M 0.13% +4,565 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,801 shares; 2026Q2: 15,188 shares 15,188 $2.84M 0.13% -613 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,542 shares 71,542 $2.77M 0.13% new Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,595 shares; 2026Q1: 233,883 shares; 2026Q2: 251,155 shares 251,155 $2.75M 0.13% +17,272 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,389 shares; 2024Q4: 23,236 shares; 2025Q1: 22,952 shares; 2025Q2: 22,541 shares; 2025Q3: 24,560 shares; 2025Q4: 25,597 shares; 2026Q1: 25,538 shares; 2026Q2: 25,863 shares 25,863 $2.71M 0.13% +325 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,595 shares; 2024Q4: 81,886 shares; 2025Q1: 79,688 shares; 2025Q2: 79,307 shares; 2025Q3: 78,648 shares; 2025Q4: 72,105 shares; 2026Q1: 68,400 shares; 2026Q2: 64,689 shares 64,689 $2.69M 0.12% -3,711 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,056 shares; 2024Q4: 207,852 shares; 2025Q1: 157,347 shares; 2025Q2: 70,640 shares; 2025Q3: 56,021 shares; 2025Q4: 53,415 shares; 2026Q1: 81,491 shares; 2026Q2: 84,864 shares 84,864 $2.69M 0.12% +3,373 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,642 shares; 2024Q4: 70,586 shares; 2025Q1: 70,962 shares; 2025Q2: 53,363 shares; 2025Q3: 53,339 shares; 2025Q4: 48,289 shares; 2026Q1: 49,134 shares; 2026Q2: 50,860 shares 50,860 $2.65M 0.12% +1,726 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,762 shares; 2026Q2: 37,139 shares 37,139 $2.6M 0.12% -623 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,573 shares; 2024Q4: 7,658 shares; 2025Q1: 8,014 shares; 2025Q2: 8,728 shares; 2025Q3: 7,283 shares; 2025Q4: 7,532 shares; 2026Q1: 7,629 shares; 2026Q2: 5,042 shares 5,042 $2.57M 0.12% -2,587 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,533 shares; 2026Q2: 52,845 shares 52,845 $2.57M 0.12% -9,688 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,511 shares; 2026Q1: 31,933 shares; 2026Q2: 31,655 shares 31,655 $2.54M 0.12% -278 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,153 shares; 2024Q4: 26,851 shares; 2025Q1: 27,706 shares; 2025Q2: 28,323 shares; 2025Q3: 30,010 shares; 2025Q4: 34,855 shares; 2026Q1: 35,212 shares; 2026Q2: 34,829 shares 34,829 $2.53M 0.12% -383 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: 1,714 shares; 2025Q1: 2,335 shares; 2025Q2: 2,458 shares; 2025Q3: 2,437 shares; 2025Q4: 2,579 shares; 2026Q1: 2,748 shares; 2026Q2: 21,163 shares 21,163 $2.53M 0.12% +18,415 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,391 shares; 2024Q4: 21,834 shares; 2025Q1: 20,695 shares; 2025Q2: 21,336 shares; 2025Q3: 20,965 shares; 2025Q4: 6,075 shares; 2026Q1: 37,120 shares; 2026Q2: 37,430 shares 37,430 $2.51M 0.12% +310 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,485 shares; 2024Q4: 50,135 shares; 2025Q1: 68,515 shares; 2025Q2: 24,036 shares; 2025Q3: 67,461 shares; 2025Q4: 30,783 shares; 2026Q1: 28,241 shares; 2026Q2: 27,324 shares 27,324 $2.5M 0.12% -917 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,489 shares; 2024Q4: 14,892 shares; 2025Q1: 15,259 shares; 2025Q2: 18,003 shares; 2025Q3: 4,689 shares; 2025Q4: 31,173 shares; 2026Q1: 34,636 shares; 2026Q2: 57,923 shares 57,923 $2.5M 0.12% +23,287 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,480 shares; 2024Q4: 42,271 shares; 2025Q1: 41,573 shares; 2025Q2: 40,880 shares; 2025Q3: 41,176 shares; 2025Q4: 40,189 shares; 2026Q1: 39,341 shares; 2026Q2: 39,608 shares 39,608 $2.5M 0.12% +267 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,653 shares; 2024Q4: 15,654 shares; 2025Q1: 15,591 shares; 2025Q2: 15,591 shares; 2025Q3: 15,750 shares; 2025Q4: 15,733 shares; 2026Q1: 15,850 shares; 2026Q2: 15,835 shares 15,835 $2.46M 0.11% -15 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,703 shares; 2024Q4: 16,083 shares; 2025Q1: 16,896 shares; 2025Q2: 22,128 shares; 2025Q3: 26,417 shares; 2025Q4: 40,556 shares; 2026Q1: 38,745 shares; 2026Q2: 38,442 shares 38,442 $2.45M 0.11% -303 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,213 shares; 2025Q4: 1,891 shares; 2026Q1: 1,921 shares; 2026Q2: 5,883 shares 5,883 $2.44M 0.11% +3,962 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,225 shares; 2024Q4: 5,188 shares; 2025Q1: 4,773 shares; 2025Q2: 5,741 shares; 2025Q3: 5,281 shares; 2025Q4: 5,507 shares; 2026Q1: 5,741 shares; 2026Q2: 5,731 shares 5,731 $2.41M 0.11% -10 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 1,814 shares; 2025Q1: 1,834 shares; 2025Q2: 1,088 shares; 2025Q3: 2,774 shares; 2025Q4: 3,434 shares; 2026Q1: 3,955 shares; 2026Q2: 7,068 shares 7,068 $2.41M 0.11% +3,113 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,043 shares; 2024Q4: 35,896 shares; 2025Q1: 36,363 shares; 2025Q2: 35,299 shares; 2025Q3: 35,896 shares; 2025Q4: 35,446 shares; 2026Q1: 35,647 shares; 2026Q2: 35,174 shares 35,174 $2.4M 0.11% -473 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,746 shares; 2025Q4: 19,625 shares; 2026Q1: 20,858 shares; 2026Q2: 20,275 shares 20,275 $2.4M 0.11% -583 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,336 shares 17,336 $2.37M 0.11% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,374 shares; 2025Q1: 1,803 shares; 2025Q2: 2,133 shares; 2025Q3: 2,204 shares; 2025Q4: 2,712 shares; 2026Q1: 2,925 shares; 2026Q2: 2,970 shares 2,970 $2.36M 0.11% +45 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,841 shares; 2026Q2: 22,538 shares 22,538 $2.34M 0.11% +697 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,066 shares; 2024Q4: 2,980 shares; 2025Q1: 3,110 shares; 2025Q2: 5,025 shares; 2025Q3: 5,429 shares; 2025Q4: 5,765 shares; 2026Q1: 6,253 shares; 2026Q2: 6,822 shares 6,822 $2.34M 0.11% +569 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,463 shares; 2024Q4: 36,455 shares; 2025Q1: 37,671 shares; 2025Q2: 33,891 shares; 2025Q3: 22,523 shares; 2025Q4: 26,819 shares; 2026Q1: 28,671 shares; 2026Q2: 27,900 shares 27,900 $2.33M 0.11% -771 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,197 shares; 2024Q4: 9,786 shares; 2025Q1: 10,035 shares; 2025Q2: 9,706 shares; 2025Q3: 10,162 shares; 2025Q4: 10,176 shares; 2026Q1: 10,049 shares; 2026Q2: 9,739 shares 9,739 $2.32M 0.11% -310 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,181 shares; 2024Q4: 15,091 shares; 2025Q1: 16,379 shares; 2025Q2: 14,697 shares; 2025Q3: 14,723 shares; 2025Q4: 15,439 shares; 2026Q1: 18,033 shares; 2026Q2: 19,745 shares 19,745 $2.32M 0.11% +1,712 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,793 shares; 2024Q4: 1,573 shares; 2025Q1: 1,618 shares; 2025Q2: 2,047 shares; 2025Q3: 2,792 shares; 2025Q4: 12,269 shares; 2026Q1: 15,704 shares; 2026Q2: 15,527 shares 15,527 $2.28M 0.11% -177 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,296 shares; 2024Q4: 5,708 shares; 2025Q1: 7,309 shares; 2025Q2: 13,323 shares; 2025Q3: 18,080 shares; 2025Q4: 18,245 shares; 2026Q1: 18,212 shares; 2026Q2: 16,477 shares 16,477 $2.25M 0.1% -1,735 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273,995 shares; 2025Q2: 11,741 shares; 2025Q3: 171,131 shares; 2025Q4: 30,394 shares; 2026Q1: 89,665 shares; 2026Q2: 87,002 shares 87,002 $2.25M 0.1% -2,663 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,191 shares; 2026Q1: 11,011 shares; 2026Q2: 11,005 shares 11,005 $2.2M 0.1% -6 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,824 shares; 2024Q4: 36,446 shares; 2025Q1: 36,252 shares; 2025Q2: 37,386 shares; 2025Q3: 37,399 shares; 2025Q4: 13,664 shares; 2026Q1: 19,109 shares; 2026Q2: 20,035 shares 20,035 $2.19M 0.1% +926 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,833 shares; 2026Q1: 28,164 shares; 2026Q2: 35,168 shares 35,168 $2.18M 0.1% +7,004 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,129 shares; 2024Q4: 13,196 shares; 2025Q1: 13,563 shares; 2025Q2: 12,845 shares; 2025Q3: 13,196 shares; 2025Q4: 13,559 shares; 2026Q1: 14,258 shares; 2026Q2: 18,527 shares 18,527 $2.17M 0.1% +4,269 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,706 shares 85,706 $2.15M 0.1% new Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,293 shares; 2024Q4: 29,573 shares; 2025Q1: 30,257 shares; 2025Q2: 30,338 shares; 2025Q3: 31,990 shares; 2025Q4: 31,507 shares; 2026Q1: 31,040 shares; 2026Q2: 30,247 shares 30,247 $2.15M 0.1% -793 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,902 shares; 2024Q4: 3,424 shares; 2025Q1: 5,088 shares; 2025Q2: 5,939 shares; 2025Q3: 6,896 shares; 2025Q4: 8,244 shares; 2026Q1: 9,350 shares; 2026Q2: 10,048 shares 10,048 $2.14M 0.1% +698 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,435 shares; 2025Q1: 2,444 shares; 2025Q2: 2,225 shares; 2025Q3: 2,499 shares; 2025Q4: 3,626 shares; 2026Q1: 3,756 shares; 2026Q2: 24,284 shares 24,284 $2.09M 0.1% +20,528 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,446 shares; 2026Q1: 31,926 shares; 2026Q2: 39,373 shares 39,373 $2.08M 0.1% +7,447 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,471 shares; 2024Q4: 6,635 shares; 2025Q1: 7,450 shares; 2025Q2: 7,508 shares; 2025Q3: 8,108 shares; 2025Q4: 9,905 shares; 2026Q1: 11,665 shares; 2026Q2: 12,985 shares 12,985 $2.06M 0.1% +1,320 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,899 shares; 2024Q4: 38,764 shares; 2025Q1: 40,661 shares; 2025Q2: 44,111 shares; 2025Q3: 47,891 shares; 2025Q4: 52,833 shares; 2026Q1: 56,217 shares; 2026Q2: 35,504 shares 35,504 $2.05M 0.1% -20,713 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,867 shares; 2024Q4: 25,590 shares; 2025Q1: 28,240 shares; 2025Q2: 37,603 shares; 2025Q3: 50,680 shares; 2025Q4: 45,043 shares; 2026Q1: 46,052 shares; 2026Q2: 46,888 shares 46,888 $2.05M 0.09% +836 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196,488 shares; 2026Q2: 222,166 shares 222,166 $2.04M 0.09% +25,678 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,080 shares; 2026Q2: 82,927 shares 82,927 $2.03M 0.09% +14,847 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,934 shares; 2024Q4: 16,385 shares; 2025Q1: 15,134 shares; 2025Q2: 35,513 shares; 2025Q3: 36,244 shares; 2025Q4: 37,837 shares; 2026Q1: 90,604 shares; 2026Q2: 36,149 shares 36,149 $2.03M 0.09% -54,455 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,410 shares; 2024Q4: 436,572 shares; 2025Q1: 462,667 shares; 2025Q2: 465,289 shares; 2025Q3: 470,063 shares; 2025Q4: 481,684 shares; 2026Q1: 11,514 shares; 2026Q2: 11,796 shares 11,796 $2.01M 0.09% +282 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,134 shares; 2024Q4: 5,907 shares; 2025Q1: 6,595 shares; 2025Q2: 9,647 shares; 2025Q3: 9,308 shares; 2025Q4: 48,074 shares; 2026Q1: 15,903 shares; 2026Q2: 15,680 shares 15,680 $2M 0.09% -223 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,618 shares; 2024Q4: 9,735 shares; 2025Q1: 11,345 shares; 2025Q2: 11,095 shares; 2025Q3: 11,085 shares; 2025Q4: 11,085 shares; 2026Q1: 10,235 shares; 2026Q2: 10,325 shares 10,325 $2M 0.09% +90 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,439 shares; 2026Q2: 17,012 shares 17,012 $1.99M 0.09% +5,573 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,591 shares; 2024Q4: 8,575 shares; 2025Q1: 10,007 shares; 2025Q2: 9,975 shares; 2025Q3: 11,509 shares; 2025Q4: 12,139 shares; 2026Q1: 12,750 shares; 2026Q2: 13,143 shares 13,143 $1.99M 0.09% +393 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,580 shares; 2024Q4: 23,862 shares; 2025Q1: 23,303 shares; 2025Q2: 25,311 shares; 2025Q3: 25,496 shares; 2025Q4: 26,484 shares; 2026Q1: 26,175 shares; 2026Q2: 24,504 shares 24,504 $1.98M 0.09% -1,671 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,853 shares; 2024Q4: 54,460 shares; 2025Q1: 52,118 shares; 2025Q2: 50,355 shares; 2025Q3: 47,598 shares; 2025Q4: 45,569 shares; 2026Q1: 35,497 shares; 2026Q2: 33,847 shares 33,847 $1.97M 0.09% -1,650 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,512 shares; 2025Q3: 4,319 shares; 2025Q4: 5,295 shares; 2026Q1: 23,797 shares; 2026Q2: 22,659 shares 22,659 $1.96M 0.09% -1,138 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,751 shares; 2024Q4: 26,851 shares; 2025Q1: 29,118 shares; 2025Q2: 32,583 shares; 2025Q3: 35,572 shares; 2025Q4: 39,905 shares; 2026Q1: 40,810 shares; 2026Q2: 45,002 shares 45,002 $1.94M 0.09% +4,192 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,543 shares; 2024Q4: 13,962 shares; 2025Q1: 14,751 shares; 2025Q2: 16,258 shares; 2025Q3: 17,070 shares; 2025Q4: 20,378 shares; 2026Q1: 22,596 shares; 2026Q2: 21,819 shares 21,819 $1.92M 0.09% -777 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,574 shares; 2026Q1: 38,434 shares; 2026Q2: 47,686 shares 47,686 $1.91M 0.09% +9,252 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,275 shares; 2025Q2: 3,547 shares; 2025Q3: 4,285 shares; 2025Q4: 5,757 shares; 2026Q1: 6,338 shares; 2026Q2: 6,694 shares 6,694 $1.91M 0.09% +356 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,379 shares; 2026Q2: 8,333 shares 8,333 $1.87M 0.09% +4,954 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,764 shares 15,764 $1.84M 0.09% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 835 shares; 2025Q4: 1,231 shares; 2026Q1: 1,536 shares; 2026Q2: 1,564 shares 1,564 $1.84M 0.09% +28 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,832 shares; 2026Q2: 53,233 shares 53,233 $1.8M 0.08% +2,401 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,424 shares; 2024Q4: 44,636 shares; 2025Q1: 44,431 shares; 2025Q2: 46,595 shares; 2025Q3: 48,155 shares; 2025Q4: 34,685 shares; 2026Q1: 39,402 shares; 2026Q2: 12,838 shares 12,838 $1.79M 0.08% -26,564 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,009 shares; 2024Q4: 20,074 shares; 2025Q1: 21,140 shares; 2025Q2: 24,023 shares; 2025Q3: 26,187 shares; 2025Q4: 27,241 shares; 2026Q1: 29,488 shares; 2026Q2: 31,029 shares 31,029 $1.79M 0.08% +1,541 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,722 shares; 2026Q1: 22,842 shares; 2026Q2: 32,376 shares 32,376 $1.78M 0.08% +9,534 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,923 shares; 2024Q4: 5,048 shares; 2025Q1: 5,369 shares; 2025Q2: 5,754 shares; 2025Q3: 5,991 shares; 2025Q4: 6,700 shares; 2026Q1: 7,116 shares; 2026Q2: 5,865 shares 5,865 $1.75M 0.08% -1,251 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,518 shares; 2024Q4: 9,280 shares; 2025Q1: 9,123 shares; 2025Q2: 10,451 shares; 2025Q3: 10,400 shares; 2025Q4: 10,440 shares; 2026Q1: 10,453 shares; 2026Q2: 14,391 shares 14,391 $1.74M 0.08% +3,938 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,580 shares; 2024Q4: 16,475 shares; 2025Q1: 16,998 shares; 2025Q2: 17,239 shares; 2025Q3: 16,965 shares; 2025Q4: 17,341 shares; 2026Q1: 17,666 shares; 2026Q2: 17,420 shares 17,420 $1.71M 0.08% -246 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,943 shares; 2025Q2: 11,618 shares; 2025Q3: 12,722 shares; 2025Q4: 11,239 shares; 2026Q1: 11,017 shares; 2026Q2: 10,328 shares 10,328 $1.71M 0.08% -689 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 786 shares; 2025Q1: 1,247 shares; 2025Q2: 1,293 shares; 2025Q3: 1,448 shares; 2025Q4: 15,400 shares; 2026Q1: 12,423 shares; 2026Q2: 23,768 shares 23,768 $1.7M 0.08% +11,345 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,400 shares; 2024Q4: 62,722 shares; 2025Q1: 49,975 shares; 2025Q2: 25,526 shares; 2025Q3: 9,852 shares; 2025Q4: 7,752 shares; 2026Q1: 7,189 shares; 2026Q2: 7,724 shares 7,724 $1.69M 0.08% +535 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 1,994 shares; 2025Q1: 2,005 shares; 2025Q2: 1,708 shares; 2025Q3: 1,899 shares; 2025Q4: 1,824 shares; 2026Q1: 2,282 shares; 2026Q2: 1,676 shares 1,676 $1.69M 0.08% -606 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,912 shares; 2024Q4: 21,800 shares; 2025Q1: 18,360 shares; 2025Q2: 18,334 shares; 2025Q3: 17,728 shares; 2025Q4: 16,922 shares; 2026Q1: 22,717 shares; 2026Q2: 23,005 shares 23,005 $1.69M 0.08% +288 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 7,150 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 7,150 shares; 2026Q1: 36,366 shares; 2026Q2: 35,478 shares 35,478 $1.68M 0.08% -888 Timeline NRXS NEURAXIS INC More: the full row for NEURAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,395 shares; 2025Q4: 222,605 shares; 2026Q1: 225,555 shares; 2026Q2: 228,029 shares 228,029 $1.67M 0.08% +2,474 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,708 shares; 2025Q3: 9,030 shares; 2025Q4: 7,711 shares; 2026Q1: 8,903 shares; 2026Q2: 9,582 shares 9,582 $1.66M 0.08% +679 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,858 shares; 2024Q4: 11,255 shares; 2025Q1: 11,473 shares; 2025Q2: 11,107 shares; 2025Q3: 10,528 shares; 2025Q4: 8,980 shares; 2026Q1: 8,439 shares; 2026Q2: 5,705 shares 5,705 $1.66M 0.08% -2,734 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,071 shares; 2024Q4: 14,622 shares; 2025Q1: 15,453 shares; 2025Q2: 17,192 shares; 2025Q3: 18,865 shares; 2025Q4: 20,812 shares; 2026Q1: 23,013 shares; 2026Q2: 24,358 shares 24,358 $1.65M 0.08% +1,345 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,205 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,333 shares; 2026Q2: 3,349 shares 3,349 $1.64M 0.08% +16 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,473 shares; 2024Q4: 12,381 shares; 2025Q1: 12,453 shares; 2025Q2: 12,473 shares; 2025Q3: 12,246 shares; 2025Q4: 12,564 shares; 2026Q1: 15,537 shares; 2026Q2: 15,050 shares 15,050 $1.62M 0.08% -487 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,973 shares; 2025Q3: 4,839 shares; 2025Q4: 20,347 shares; 2026Q1: 22,025 shares; 2026Q2: 21,387 shares 21,387 $1.61M 0.07% -638 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,290 shares; 2024Q4: 10,887 shares; 2025Q1: 10,243 shares; 2025Q2: 10,543 shares; 2025Q3: 14,143 shares; 2025Q4: 14,239 shares; 2026Q1: 14,575 shares; 2026Q2: 13,995 shares 13,995 $1.59M 0.07% -580 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,007 shares; 2026Q1: 61,042 shares; 2026Q2: 69,849 shares 69,849 $1.59M 0.07% +8,807 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,996 shares; 2024Q4: 14,722 shares; 2025Q1: 14,298 shares; 2025Q2: 10,376 shares; 2025Q3: 10,344 shares; 2025Q4: 10,168 shares; 2026Q1: 10,291 shares; 2026Q2: 9,353 shares 9,353 $1.59M 0.07% -938 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,208 shares; 2026Q1: 23,394 shares; 2026Q2: 26,676 shares 26,676 $1.59M 0.07% +3,282 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,056 shares; 2024Q4: 12,371 shares; 2025Q1: 11,097 shares; 2025Q2: 11,341 shares; 2025Q3: 11,518 shares; 2025Q4: 12,437 shares; 2026Q1: 12,418 shares; 2026Q2: 17,447 shares 17,447 $1.58M 0.07% +5,029 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,412 shares; 2024Q4: 9,561 shares; 2025Q1: 65,062 shares; 2025Q2: 59,648 shares; 2025Q3: 12,652 shares; 2025Q4: 17,500 shares; 2026Q1: 16,158 shares; 2026Q2: 15,916 shares 15,916 $1.58M 0.07% -242 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,406 shares; 2024Q4: 4,731 shares; 2025Q1: 4,768 shares; 2025Q2: 4,519 shares; 2025Q3: 5,079 shares; 2025Q4: 5,389 shares; 2026Q1: 5,879 shares; 2026Q2: 4,198 shares 4,198 $1.57M 0.07% -1,681 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,951 shares; 2024Q4: 3,868 shares; 2025Q1: 3,987 shares; 2025Q2: 4,301 shares; 2025Q3: 4,184 shares; 2025Q4: 4,158 shares; 2026Q1: 4,681 shares; 2026Q2: 5,441 shares 5,441 $1.54M 0.07% +760 Timeline XITK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,304 shares; 2024Q4: 10,149 shares; 2025Q1: 9,878 shares; 2025Q2: 9,721 shares; 2025Q3: 9,587 shares; 2025Q4: 9,432 shares; 2026Q1: 8,735 shares; 2026Q2: 7,872 shares 7,872 $1.54M 0.07% -863 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,888 shares; 2024Q4: 23,790 shares; 2025Q1: 22,959 shares; 2025Q2: 24,497 shares; 2025Q3: 25,883 shares; 2025Q4: 24,263 shares; 2026Q1: 44,612 shares; 2026Q2: 42,306 shares 42,306 $1.53M 0.07% -2,306 Timeline FDIV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,335 shares; 2024Q4: 11,893 shares; 2025Q1: 19,373 shares; 2025Q2: 24,335 shares; 2025Q3: 30,575 shares; 2025Q4: 41,656 shares; 2026Q1: 46,214 shares; 2026Q2: 54,866 shares 54,866 $1.52M 0.07% +8,652 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,634 shares; 2024Q4: 8,387 shares; 2025Q1: 9,244 shares; 2025Q2: 9,136 shares; 2025Q3: 9,152 shares; 2025Q4: 8,770 shares; 2026Q1: 8,762 shares; 2026Q2: 9,252 shares 9,252 $1.52M 0.07% +490 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,376 shares 2,376 $1.52M 0.07% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,965 shares; 2024Q4: 16,262 shares; 2025Q1: 18,245 shares; 2025Q2: 20,395 shares; 2025Q3: 21,719 shares; 2025Q4: 22,975 shares; 2026Q1: 27,744 shares; 2026Q2: 29,149 shares 29,149 $1.51M 0.07% +1,405 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,816 shares; 2024Q4: 5,510 shares; 2025Q1: 5,320 shares; 2025Q2: 5,811 shares; 2025Q3: 5,791 shares; 2025Q4: 5,946 shares; 2026Q1: 6,106 shares; 2026Q2: 7,356 shares 7,356 $1.51M 0.07% +1,250 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,854 shares; 2025Q2: 10,044 shares; 2025Q3: 10,160 shares; 2025Q4: 10,302 shares; 2026Q1: 10,763 shares; 2026Q2: 10,878 shares 10,878 $1.47M 0.07% +115 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,758 shares; 2026Q1: 56,255 shares; 2026Q2: 60,884 shares 60,884 $1.46M 0.07% +4,629 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,043 shares; 2024Q4: 16,084 shares; 2025Q1: 18,658 shares; 2025Q2: 20,202 shares; 2025Q3: 21,016 shares; 2025Q4: 22,872 shares; 2026Q1: 26,108 shares; 2026Q2: 25,133 shares 25,133 $1.44M 0.07% -975 Timeline MTRX MATRIX SVC CO More: the full row for MATRIX SVC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,267 shares; 2024Q4: 108,057 shares; 2025Q1: 105,703 shares; 2025Q2: 105,091 shares; 2025Q3: 104,647 shares; 2025Q4: 104,561 shares; 2026Q1: 104,249 shares; 2026Q2: 103,723 shares 103,723 $1.42M 0.07% -526 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,055 shares; 2024Q4: 9,905 shares; 2025Q1: 9,818 shares; 2025Q2: 9,421 shares; 2025Q3: 9,788 shares; 2025Q4: 9,690 shares; 2026Q1: 9,699 shares; 2026Q2: 9,646 shares 9,646 $1.42M 0.07% -53 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,035 shares; 2024Q4: 45,892 shares; 2025Q1: 46,223 shares; 2025Q2: 42,773 shares; 2025Q3: 44,271 shares; 2025Q4: 38,430 shares; 2026Q1: 46,287 shares; 2026Q2: 46,205 shares 46,205 $1.41M 0.07% -82 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,836 shares; 2025Q4: 41,358 shares; 2026Q1: 61,232 shares; 2026Q2: 27,597 shares 27,597 $1.4M 0.06% -33,635 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,356 shares; 2026Q2: 44,967 shares 44,967 $1.38M 0.06% -1,389 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 1,132 shares; 2026Q1: 1,339 shares; 2026Q2: 1,811 shares 1,811 $1.37M 0.06% +472 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,832 shares; 2026Q1: 10,325 shares; 2026Q2: 13,725 shares 13,725 $1.36M 0.06% +3,400 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,487 shares; 2025Q3: 15,602 shares; 2025Q4: 14,599 shares; 2026Q1: 14,902 shares; 2026Q2: 15,729 shares 15,729 $1.36M 0.06% +827 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,307 shares; 2026Q1: 25,190 shares; 2026Q2: 32,254 shares 32,254 $1.35M 0.06% +7,064 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 1,919 shares; 2025Q1: 1,929 shares; 2025Q2: 2,143 shares; 2025Q3: 2,307 shares; 2025Q4: 2,282 shares; 2026Q1: 2,160 shares; 2026Q2: 6,079 shares 6,079 $1.34M 0.06% +3,919 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,516 shares; 2025Q1: 6,147 shares; 2025Q2: 7,408 shares; 2025Q3: 9,081 shares; 2025Q4: 23,002 shares; 2026Q1: 25,055 shares; 2026Q2: 28,216 shares 28,216 $1.32M 0.06% +3,161 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,243 shares; 2024Q4: 17,074 shares; 2025Q1: 17,103 shares; 2025Q2: 16,922 shares; 2025Q3: 17,029 shares; 2025Q4: 15,631 shares; 2026Q1: 15,197 shares; 2026Q2: 12,699 shares 12,699 $1.32M 0.06% -2,498 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,005 shares; 2026Q1: 25,606 shares; 2026Q2: 25,916 shares 25,916 $1.31M 0.06% +310 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,145 shares; 2025Q4: 2,220 shares; 2026Q1: 11,825 shares; 2026Q2: 11,825 shares 11,825 $1.3M 0.06% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,779 shares; 2026Q1: 43,914 shares; 2026Q2: 48,067 shares 48,067 $1.3M 0.06% +4,153 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,391 shares; 2024Q4: 30,402 shares; 2025Q1: 33,104 shares; 2025Q2: 32,320 shares; 2025Q3: 32,122 shares; 2025Q4: 28,927 shares; 2026Q1: 28,585 shares; 2026Q2: 27,550 shares 27,550 $1.29M 0.06% -1,035 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,796 shares; 2024Q4: 37,788 shares; 2025Q1: 36,629 shares; 2025Q2: 41,653 shares; 2025Q3: 45,814 shares; 2025Q4: 12,335 shares; 2026Q1: 13,245 shares; 2026Q2: 13,220 shares 13,220 $1.26M 0.06% -25 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,066 shares 11,066 $1.26M 0.06% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,431 shares; 2025Q1: 2,376 shares; 2025Q2: 2,319 shares; 2025Q3: 2,329 shares; 2025Q4: 2,316 shares; 2026Q1: 2,333 shares; 2026Q2: 5,195 shares 5,195 $1.26M 0.06% +2,862 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,976 shares; 2024Q4: 8,976 shares; 2025Q1: 8,507 shares; 2025Q2: 11,720 shares; 2025Q3: 14,193 shares; 2025Q4: 13,543 shares; 2026Q1: 13,955 shares; 2026Q2: 15,531 shares 15,531 $1.26M 0.06% +1,576 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 904 shares; 2025Q1: 925 shares; 2025Q2: 819 shares; 2025Q3: 861 shares; 2025Q4: 821 shares; 2026Q1: 1,876 shares; 2026Q2: 1,643 shares 1,643 $1.25M 0.06% -233 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,660 shares; 2024Q4: 47,821 shares; 2025Q1: 51,248 shares; 2025Q2: 62,074 shares; 2025Q3: 67,545 shares; 2025Q4: 90,345 shares; 2026Q1: 102,910 shares; 2026Q2: 110,278 shares 110,278 $1.25M 0.06% +7,368 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,217 shares; 2024Q4: 52,261 shares; 2025Q1: 55,417 shares; 2025Q2: 50,214 shares; 2025Q3: 55,091 shares; 2025Q4: 62,554 shares; 2026Q1: 65,147 shares; 2026Q2: 20,506 shares 20,506 $1.25M 0.06% -44,641 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,252 shares; 2024Q4: 17,701 shares; 2025Q1: 17,305 shares; 2025Q2: 15,568 shares; 2025Q3: not reported; 2025Q4: 5,931 shares; 2026Q1: not reported; 2026Q2: 8,078 shares 8,078 $1.24M 0.06% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,520 shares 5,520 $1.24M 0.06% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,066 shares; 2025Q3: 1,960 shares; 2025Q4: not reported; 2026Q1: 1,270 shares; 2026Q2: 2,836 shares 2,836 $1.23M 0.06% +1,566 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,230 shares; 2024Q4: 3,033 shares; 2025Q1: 2,433 shares; 2025Q2: 2,362 shares; 2025Q3: 2,578 shares; 2025Q4: 2,797 shares; 2026Q1: 2,735 shares; 2026Q2: 3,089 shares 3,089 $1.23M 0.06% +354 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,135 shares; 2025Q1: 1,146 shares; 2025Q2: 1,119 shares; 2025Q3: 1,122 shares; 2025Q4: 1,130 shares; 2026Q1: 1,192 shares; 2026Q2: 1,275 shares 1,275 $1.23M 0.06% +83 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,856 shares; 2024Q4: 5,065 shares; 2025Q1: 5,497 shares; 2025Q2: 5,969 shares; 2025Q3: 6,272 shares; 2025Q4: 6,795 shares; 2026Q1: 7,425 shares; 2026Q2: 8,433 shares 8,433 $1.23M 0.06% +1,008 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 2,182 shares; 2025Q1: 1,872 shares; 2025Q2: 1,960 shares; 2025Q3: 2,005 shares; 2025Q4: 2,414 shares; 2026Q1: 2,232 shares; 2026Q2: 2,564 shares 2,564 $1.22M 0.06% +332 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,520 shares 5,520 $1.22M 0.06% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,255 shares; 2024Q4: not reported; 2025Q1: 172,366 shares; 2025Q2: 14,056 shares; 2025Q3: 13,476 shares; 2025Q4: not reported; 2026Q1: 152,605 shares; 2026Q2: 46,898 shares 46,898 $1.22M 0.06% -105,707 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,003 shares; 2024Q4: 14,528 shares; 2025Q1: 15,640 shares; 2025Q2: 15,640 shares; 2025Q3: 16,640 shares; 2025Q4: 16,640 shares; 2026Q1: 16,740 shares; 2026Q2: 24,242 shares 24,242 $1.21M 0.06% +7,502 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,378 shares; 2024Q4: 6,611 shares; 2025Q1: 7,296 shares; 2025Q2: 8,473 shares; 2025Q3: 8,757 shares; 2025Q4: 8,990 shares; 2026Q1: 9,231 shares; 2026Q2: 8,906 shares 8,906 $1.21M 0.06% -325 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,272 shares; 2024Q4: 15,340 shares; 2025Q1: 25,345 shares; 2025Q2: 18,870 shares; 2025Q3: 18,902 shares; 2025Q4: 27,882 shares; 2026Q1: 32,927 shares; 2026Q2: 29,310 shares 29,310 $1.2M 0.06% -3,617 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,374 shares; 2026Q1: 35,588 shares; 2026Q2: 38,186 shares 38,186 $1.19M 0.06% +2,598 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,503 shares; 2024Q4: 14,273 shares; 2025Q1: 15,488 shares; 2025Q2: 17,818 shares; 2025Q3: 18,548 shares; 2025Q4: 19,072 shares; 2026Q1: 20,050 shares; 2026Q2: 19,411 shares 19,411 $1.19M 0.06% -639 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,379 shares; 2026Q2: 5,371 shares 5,371 $1.19M 0.06% -8 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,198 shares 5,198 $1.16M 0.05% new Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,023 shares; 2024Q4: 42,023 shares; 2025Q1: 42,023 shares; 2025Q2: 42,023 shares; 2025Q3: 42,023 shares; 2025Q4: 42,023 shares; 2026Q1: 42,023 shares; 2026Q2: 42,023 shares 42,023 $1.16M 0.05% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,078 shares; 2025Q2: 10,701 shares; 2025Q3: 21,298 shares; 2025Q4: 21,393 shares; 2026Q1: 21,418 shares; 2026Q2: 10,058 shares 10,058 $1.16M 0.05% -11,360 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,888 shares; 2024Q4: 4,591 shares; 2025Q1: 12,925 shares; 2025Q2: 11,648 shares; 2025Q3: 12,315 shares; 2025Q4: 28,196 shares; 2026Q1: 9,664 shares; 2026Q2: 9,823 shares 9,823 $1.15M 0.05% +159 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,224 shares 4,224 $1.15M 0.05% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,025 shares; 2026Q2: 38,877 shares 38,877 $1.14M 0.05% +25,852 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 1,874 shares; 2025Q1: 1,814 shares; 2025Q2: 2,438 shares; 2025Q3: 2,402 shares; 2025Q4: 2,390 shares; 2026Q1: 2,219 shares; 2026Q2: 2,211 shares 2,211 $1.14M 0.05% -8 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,047 shares; 2025Q1: 2,051 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,727 shares 6,727 $1.13M 0.05% new Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,987 shares; 2024Q4: 9,987 shares; 2025Q1: 9,948 shares; 2025Q2: 9,948 shares; 2025Q3: 9,948 shares; 2025Q4: 12,498 shares; 2026Q1: 36,260 shares; 2026Q2: 26,661 shares 26,661 $1.11M 0.05% -9,599 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,117 shares; 2024Q4: 150,724 shares; 2025Q1: 146,331 shares; 2025Q2: 144,700 shares; 2025Q3: 112,248 shares; 2025Q4: 108,089 shares; 2026Q1: 56,230 shares; 2026Q2: 54,969 shares 54,969 $1.08M 0.05% -1,261 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,788 shares; 2026Q1: 51,069 shares; 2026Q2: 59,070 shares 59,070 $1.07M 0.05% +8,001 Timeline SPCT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,297 shares; 2026Q1: 10,253 shares; 2026Q2: 39,153 shares 39,153 $1.06M 0.05% +28,900 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,557 shares; 2024Q4: 7,787 shares; 2025Q1: 8,764 shares; 2025Q2: 9,103 shares; 2025Q3: 8,710 shares; 2025Q4: 10,838 shares; 2026Q1: 12,686 shares; 2026Q2: 10,942 shares 10,942 $1.05M 0.05% -1,744 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,964 shares; 2024Q4: 3,046 shares; 2025Q1: 11,246 shares; 2025Q2: 10,792 shares; 2025Q3: 11,229 shares; 2025Q4: 3,445 shares; 2026Q1: 3,863 shares; 2026Q2: 4,214 shares 4,214 $1.02M 0.05% +351 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 4,435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 701 shares; 2026Q1: 585 shares; 2026Q2: 1,451 shares 1,451 $1.02M 0.05% +866 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,135 shares; 2025Q4: 13,795 shares; 2026Q1: 17,881 shares; 2026Q2: 22,383 shares 22,383 $1.02M 0.05% +4,502 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444 shares 444 $1.01M 0.05% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,627 shares 19,627 $1M 0.05% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,935 shares; 2024Q4: 5,660 shares; 2025Q1: 5,074 shares; 2025Q2: 4,936 shares; 2025Q3: 5,183 shares; 2025Q4: 5,409 shares; 2026Q1: 5,580 shares; 2026Q2: 5,590 shares 5,590 $998K 0.05% +10 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,372 shares 9,372 $998K 0.05% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,506 shares; 2025Q4: 5,505 shares; 2026Q1: 5,507 shares; 2026Q2: 5,350 shares 5,350 $990K 0.05% -157 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,099 shares; 2024Q4: 4,021 shares; 2025Q1: 3,967 shares; 2025Q2: 3,968 shares; 2025Q3: 3,926 shares; 2025Q4: 3,767 shares; 2026Q1: 3,755 shares; 2026Q2: 3,662 shares 3,662 $990K 0.05% -93 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,755 shares 5,755 $983K 0.05% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,548 shares; 2025Q1: 22,492 shares; 2025Q2: 24,551 shares; 2025Q3: 24,120 shares; 2025Q4: 23,509 shares; 2026Q1: 21,435 shares; 2026Q2: 21,403 shares 21,403 $979K 0.05% -32 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,271 shares; 2026Q1: 14,333 shares; 2026Q2: 16,459 shares 16,459 $962K 0.04% +2,126 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,151 shares 8,151 $958K 0.04% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,651 shares; 2025Q2: 14,319 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,469 shares; 2026Q2: 6,963 shares 6,963 $952K 0.04% +2,494 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,706 shares; 2024Q4: 2,651 shares; 2025Q1: 2,767 shares; 2025Q2: 1,562 shares; 2025Q3: 16,018 shares; 2025Q4: 14,688 shares; 2026Q1: 2,375 shares; 2026Q2: 2,736 shares 2,736 $938K 0.04% +361 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,840 shares; 2025Q2: 19,840 shares; 2025Q3: 18,465 shares; 2025Q4: 18,465 shares; 2026Q1: 18,556 shares; 2026Q2: 18,554 shares 18,554 $937K 0.04% -2 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,983 shares; 2024Q4: 9,565 shares; 2025Q1: 22,732 shares; 2025Q2: 30,951 shares; 2025Q3: 37,231 shares; 2025Q4: 41,618 shares; 2026Q1: 42,392 shares; 2026Q2: 21,495 shares 21,495 $928K 0.04% -20,897 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,460 shares; 2024Q4: 7,987 shares; 2025Q1: 8,144 shares; 2025Q2: 9,446 shares; 2025Q3: 10,309 shares; 2025Q4: 11,047 shares; 2026Q1: 11,403 shares; 2026Q2: 5,585 shares 5,585 $926K 0.04% -5,818 Timeline FMTM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,450 shares; 2025Q4: 17,762 shares; 2026Q1: 19,615 shares; 2026Q2: 21,070 shares 21,070 $919K 0.04% +1,455 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,760 shares; 2024Q4: 14,863 shares; 2025Q1: 14,201 shares; 2025Q2: 13,538 shares; 2025Q3: 12,451 shares; 2025Q4: 11,037 shares; 2026Q1: 9,722 shares; 2026Q2: 9,292 shares 9,292 $918K 0.04% -430 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,712 shares; 2024Q4: 55,665 shares; 2025Q1: 55,461 shares; 2025Q2: 51,550 shares; 2025Q3: 50,290 shares; 2025Q4: 25,954 shares; 2026Q1: 19,551 shares; 2026Q2: 12,334 shares 12,334 $917K 0.04% -7,217 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,237 shares; 2025Q1: 4,113 shares; 2025Q2: not reported; 2025Q3: 3,231 shares; 2025Q4: 3,343 shares; 2026Q1: 2,389 shares; 2026Q2: 8,449 shares 8,449 $911K 0.04% +6,060 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,231 shares; 2024Q4: 7,231 shares; 2025Q1: 7,070 shares; 2025Q2: 7,070 shares; 2025Q3: 7,070 shares; 2025Q4: 7,070 shares; 2026Q1: 7,070 shares; 2026Q2: 22,928 shares 22,928 $884K 0.04% +15,858 Timeline FSYD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,235 shares; 2026Q1: 13,869 shares; 2026Q2: 18,040 shares 18,040 $878K 0.04% +4,171 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,845 shares; 2024Q4: 3,883 shares; 2025Q1: 3,591 shares; 2025Q2: 791 shares; 2025Q3: not reported; 2025Q4: 908 shares; 2026Q1: not reported; 2026Q2: 2,658 shares 2,658 $877K 0.04% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,357 shares; 2024Q4: 1,408 shares; 2025Q1: 1,510 shares; 2025Q2: 1,419 shares; 2025Q3: 1,465 shares; 2025Q4: 1,570 shares; 2026Q1: 2,017 shares; 2026Q2: 3,360 shares 3,360 $877K 0.04% +1,343 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,756 shares; 2024Q4: 3,730 shares; 2025Q1: 3,742 shares; 2025Q2: 3,756 shares; 2025Q3: 3,569 shares; 2025Q4: 3,647 shares; 2026Q1: 5,470 shares; 2026Q2: 5,461 shares 5,461 $873K 0.04% -9 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,961 shares 8,961 $861K 0.04% new Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,690 shares; 2024Q4: 28,203 shares; 2025Q1: 28,447 shares; 2025Q2: 28,588 shares; 2025Q3: 28,371 shares; 2025Q4: 29,942 shares; 2026Q1: 32,357 shares; 2026Q2: 32,935 shares 32,935 $861K 0.04% +578 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,359 shares; 2024Q4: 22,056 shares; 2025Q1: 22,175 shares; 2025Q2: 16,630 shares; 2025Q3: 6,969 shares; 2025Q4: 6,664 shares; 2026Q1: 8,389 shares; 2026Q2: 9,007 shares 9,007 $860K 0.04% +618 Timeline PONY PONY AI INC More: the full row for PONY AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,665 shares; 2025Q4: 93,546 shares; 2026Q1: 106,065 shares; 2026Q2: 123,397 shares 123,397 $858K 0.04% +17,332 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,736 shares; 2025Q4: 14,606 shares; 2026Q1: 13,606 shares; 2026Q2: 13,351 shares 13,351 $852K 0.04% -255 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,038 shares; 2025Q3: 18,038 shares; 2025Q4: 18,038 shares; 2026Q1: 18,038 shares; 2026Q2: 18,038 shares 18,038 $850K 0.04% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,744 shares; 2024Q4: 73,889 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,919 shares; 2026Q1: 17,666 shares; 2026Q2: 16,765 shares 16,765 $846K 0.04% -901 Timeline DLAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,757 shares; 2026Q2: 25,563 shares 25,563 $845K 0.04% -4,194 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,164 shares; 2024Q4: 2,789 shares; 2025Q1: 2,782 shares; 2025Q2: 4,006 shares; 2025Q3: 3,532 shares; 2025Q4: 18,170 shares; 2026Q1: 3,380 shares; 2026Q2: 3,414 shares 3,414 $841K 0.04% +34 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,508 shares; 2025Q1: 11,508 shares; 2025Q2: 11,508 shares; 2025Q3: 11,508 shares; 2025Q4: 10,739 shares; 2026Q1: 10,739 shares; 2026Q2: 10,902 shares 10,902 $834K 0.04% +163 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,602 shares; 2026Q1: 6,779 shares; 2026Q2: 9,436 shares 9,436 $807K 0.04% +2,657 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,044 shares; 2026Q1: 18,034 shares; 2026Q2: 17,980 shares 17,980 $798K 0.04% -54 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,739 shares; 2024Q4: 3,739 shares; 2025Q1: 4,009 shares; 2025Q2: 18,421 shares; 2025Q3: 4,636 shares; 2025Q4: 4,890 shares; 2026Q1: 5,031 shares; 2026Q2: 10,624 shares 10,624 $796K 0.04% +5,593 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,415 shares; 2026Q2: 15,783 shares 15,783 $793K 0.04% -63,632 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,700 shares; 2025Q2: 19,571 shares; 2025Q3: 23,774 shares; 2025Q4: 27,273 shares; 2026Q1: 29,657 shares; 2026Q2: 34,644 shares 34,644 $784K 0.04% +4,987 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,960 shares; 2024Q4: 3,824 shares; 2025Q1: 3,563 shares; 2025Q2: 3,229 shares; 2025Q3: 3,125 shares; 2025Q4: 3,156 shares; 2026Q1: 3,054 shares; 2026Q2: 3,065 shares 3,065 $784K 0.04% +11 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,764 shares; 2024Q4: 4,329 shares; 2025Q1: 4,254 shares; 2025Q2: 4,172 shares; 2025Q3: 4,042 shares; 2025Q4: 3,986 shares; 2026Q1: 3,982 shares; 2026Q2: 4,002 shares 4,002 $783K 0.04% +20 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,556 shares; 2024Q4: 14,054 shares; 2025Q1: 14,479 shares; 2025Q2: 15,122 shares; 2025Q3: 14,168 shares; 2025Q4: 14,389 shares; 2026Q1: 14,573 shares; 2026Q2: 14,877 shares 14,877 $780K 0.04% +304 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,584 shares; 2025Q1: 5,986 shares; 2025Q2: 5,845 shares; 2025Q3: 7,017 shares; 2025Q4: 8,104 shares; 2026Q1: 9,143 shares; 2026Q2: 10,654 shares 10,654 $770K 0.04% +1,511 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,260 shares; 2026Q2: 32,016 shares 32,016 $758K 0.04% -244 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,433 shares; 2026Q1: 34,317 shares; 2026Q2: 7,499 shares 7,499 $756K 0.04% -26,818 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,618 shares; 2024Q4: 72,408 shares; 2025Q1: 68,019 shares; 2025Q2: 64,381 shares; 2025Q3: 64,829 shares; 2025Q4: 62,017 shares; 2026Q1: 63,081 shares; 2026Q2: 14,993 shares 14,993 $755K 0.03% -48,088 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,851 shares; 2024Q4: 88,873 shares; 2025Q1: 65,595 shares; 2025Q2: 41,649 shares; 2025Q3: 19,706 shares; 2025Q4: 23,109 shares; 2026Q1: 26,984 shares; 2026Q2: 30,284 shares 30,284 $752K 0.03% +3,300 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,449 shares; 2025Q4: 19,914 shares; 2026Q1: 23,330 shares; 2026Q2: 26,061 shares 26,061 $746K 0.03% +2,731 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,542 shares; 2025Q4: 2,726 shares; 2026Q1: 5,530 shares; 2026Q2: 7,294 shares 7,294 $743K 0.03% +1,764 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,418 shares; 2026Q2: 13,418 shares 13,418 $738K 0.03% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,408 shares; 2025Q1: 3,340 shares; 2025Q2: 4,940 shares; 2025Q3: 4,704 shares; 2025Q4: 3,796 shares; 2026Q1: 3,763 shares; 2026Q2: 4,343 shares 4,343 $738K 0.03% +580 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,988 shares; 2026Q1: 8,988 shares; 2026Q2: 8,988 shares 8,988 $737K 0.03% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,792 shares; 2026Q2: 4,831 shares 4,831 $736K 0.03% +39 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,517 shares; 2024Q4: 109,901 shares; 2025Q1: 13,457 shares; 2025Q2: 13,512 shares; 2025Q3: 13,662 shares; 2025Q4: 14,163 shares; 2026Q1: 24,852 shares; 2026Q2: 24,934 shares 24,934 $734K 0.03% +82 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,527 shares; 2025Q3: 8,337 shares; 2025Q4: 15,036 shares; 2026Q1: 16,423 shares; 2026Q2: 17,470 shares 17,470 $729K 0.03% +1,047 Timeline TBPH THERAVANCE BIOPHARMA INC More: the full row for THERAVANCE BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,848 shares 41,848 $711K 0.03% new Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,632 shares; 2026Q2: 24,633 shares 24,633 $703K 0.03% +1 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,474 shares; 2026Q2: 14,421 shares 14,421 $697K 0.03% +5,947 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,974 shares; 2024Q4: 10,974 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,255 shares 18,255 $694K 0.03% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,119 shares; 2024Q4: 26,119 shares; 2025Q1: 7,934 shares; 2025Q2: 7,934 shares; 2025Q3: 43,154 shares; 2025Q4: 44,118 shares; 2026Q1: 44,846 shares; 2026Q2: 11,885 shares 11,885 $692K 0.03% -32,961 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,575 shares; 2025Q1: 2,605 shares; 2025Q2: 3,718 shares; 2025Q3: 3,697 shares; 2025Q4: 3,991 shares; 2026Q1: 4,392 shares; 2026Q2: 4,536 shares 4,536 $690K 0.03% +144 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,075 shares; 2025Q4: 34,952 shares; 2026Q1: 35,414 shares; 2026Q2: 30,664 shares 30,664 $690K 0.03% -4,750 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,411 shares; 2025Q4: 7,778 shares; 2026Q1: 7,982 shares; 2026Q2: 8,680 shares 8,680 $686K 0.03% +698 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,214 shares; 2026Q1: 8,353 shares; 2026Q2: 14,793 shares 14,793 $667K 0.03% +6,440 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,412 shares; 2024Q4: 76,437 shares; 2025Q1: 74,556 shares; 2025Q2: 62,014 shares; 2025Q3: 22,603 shares; 2025Q4: 20,624 shares; 2026Q1: 20,773 shares; 2026Q2: 20,132 shares 20,132 $659K 0.03% -641 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,729 shares; 2025Q4: 7,420 shares; 2026Q1: 7,608 shares; 2026Q2: 7,405 shares 7,405 $655K 0.03% -203 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,503 shares; 2025Q1: 4,982 shares; 2025Q2: 5,902 shares; 2025Q3: 5,902 shares; 2025Q4: 4,839 shares; 2026Q1: 4,839 shares; 2026Q2: 4,920 shares 4,920 $651K 0.03% +81 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,743 shares; 2024Q4: 43,542 shares; 2025Q1: 42,762 shares; 2025Q2: 37,796 shares; 2025Q3: 28,318 shares; 2025Q4: 28,381 shares; 2026Q1: 29,461 shares; 2026Q2: 8,579 shares 8,579 $650K 0.03% -20,882 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,881 shares; 2024Q4: 9,660 shares; 2025Q1: 35,508 shares; 2025Q2: 31,032 shares; 2025Q3: 31,795 shares; 2025Q4: 7,550 shares; 2026Q1: 7,590 shares; 2026Q2: 7,590 shares 7,590 $650K 0.03% 0 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,307 shares 15,307 $648K 0.03% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,762 shares; 2025Q3: 12,307 shares; 2025Q4: 13,200 shares; 2026Q1: 14,440 shares; 2026Q2: 15,241 shares 15,241 $645K 0.03% +801 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,142 shares; 2024Q4: 11,826 shares; 2025Q1: 12,126 shares; 2025Q2: 13,981 shares; 2025Q3: 16,897 shares; 2025Q4: 16,247 shares; 2026Q1: 13,829 shares; 2026Q2: 13,499 shares 13,499 $645K 0.03% -330 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,676 shares 3,676 $645K 0.03% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,027 shares; 2026Q2: 11,068 shares 11,068 $644K 0.03% +41 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,818 shares; 2025Q3: 12,818 shares; 2025Q4: 14,247 shares; 2026Q1: 16,262 shares; 2026Q2: 12,784 shares 12,784 $638K 0.03% -3,478 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,794 shares; 2026Q1: 2,429 shares; 2026Q2: 2,439 shares 2,439 $635K 0.03% +10 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,823 shares; 2024Q4: 15,438 shares; 2025Q1: 15,988 shares; 2025Q2: 10,036 shares; 2025Q3: 12,101 shares; 2025Q4: 12,415 shares; 2026Q1: 9,378 shares; 2026Q2: 6,985 shares 6,985 $633K 0.03% -2,393 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,290 shares; 2025Q3: 9,303 shares; 2025Q4: 20,806 shares; 2026Q1: 23,481 shares; 2026Q2: 28,215 shares 28,215 $631K 0.03% +4,734 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,770 shares 2,770 $629K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,040 shares; 2024Q4: 6,192 shares; 2025Q1: 5,752 shares; 2025Q2: 6,266 shares; 2025Q3: 6,607 shares; 2025Q4: 6,134 shares; 2026Q1: 6,253 shares; 2026Q2: 5,914 shares 5,914 $612K 0.03% -339 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $612K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,468 shares; 2025Q2: 5,507 shares; 2025Q3: 5,713 shares; 2025Q4: 5,747 shares; 2026Q1: 5,386 shares; 2026Q2: 4,198 shares 4,198 $607K 0.03% -1,188 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,097 shares; 2024Q4: 67,594 shares; 2025Q1: 70,772 shares; 2025Q2: 45,075 shares; 2025Q3: 47,353 shares; 2025Q4: 22,617 shares; 2026Q1: 24,356 shares; 2026Q2: 4,949 shares 4,949 $605K 0.03% -19,407 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,895 shares; 2024Q4: 26,572 shares; 2025Q1: 22,173 shares; 2025Q2: 21,474 shares; 2025Q3: 26,325 shares; 2025Q4: 25,581 shares; 2026Q1: 23,807 shares; 2026Q2: 4,393 shares 4,393 $604K 0.03% -19,414 Timeline EASY TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,708 shares; 2026Q1: 19,426 shares; 2026Q2: 22,641 shares 22,641 $603K 0.03% +3,215 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,094 shares; 2024Q4: 6,329 shares; 2025Q1: 4,541 shares; 2025Q2: 4,453 shares; 2025Q3: 5,480 shares; 2025Q4: 7,452 shares; 2026Q1: 8,605 shares; 2026Q2: 8,453 shares 8,453 $602K 0.03% -152 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,535 shares; 2024Q4: 6,413 shares; 2025Q1: 6,475 shares; 2025Q2: 5,944 shares; 2025Q3: 6,131 shares; 2025Q4: 5,809 shares; 2026Q1: 6,094 shares; 2026Q2: 5,327 shares 5,327 $601K 0.03% -767 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,133 shares; 2026Q1: 19,383 shares; 2026Q2: 19,638 shares 19,638 $598K 0.03% +255 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,859 shares 21,859 $597K 0.03% new Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,260 shares; 2026Q2: 9,681 shares 9,681 $582K 0.03% +5,421 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 599 shares 599 $578K 0.03% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,327 shares; 2024Q4: 6,720 shares; 2025Q1: 8,246 shares; 2025Q2: 9,972 shares; 2025Q3: 8,301 shares; 2025Q4: 9,075 shares; 2026Q1: 10,313 shares; 2026Q2: 11,125 shares 11,125 $562K 0.03% +812 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,291 shares; 2025Q1: 5,406 shares; 2025Q2: 5,156 shares; 2025Q3: 8,196 shares; 2025Q4: 10,548 shares; 2026Q1: 12,219 shares; 2026Q2: 12,146 shares 12,146 $559K 0.03% -73 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,682 shares; 2024Q4: 6,709 shares; 2025Q1: 6,091 shares; 2025Q2: 6,036 shares; 2025Q3: 6,026 shares; 2025Q4: 6,359 shares; 2026Q1: 7,349 shares; 2026Q2: 7,119 shares 7,119 $558K 0.03% -230 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,017 shares; 2024Q4: 25,389 shares; 2025Q1: 20,664 shares; 2025Q2: 11,061 shares; 2025Q3: 10,594 shares; 2025Q4: 11,688 shares; 2026Q1: 11,252 shares; 2026Q2: 11,439 shares 11,439 $554K 0.03% +187 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 765 shares 765 $553K 0.03% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,619 shares; 2025Q1: 8,586 shares; 2025Q2: 8,409 shares; 2025Q3: 8,245 shares; 2025Q4: 8,033 shares; 2026Q1: 8,689 shares; 2026Q2: 8,832 shares 8,832 $542K 0.03% +143 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,211 shares; 2024Q4: 2,466 shares; 2025Q1: 2,640 shares; 2025Q2: 2,709 shares; 2025Q3: 3,179 shares; 2025Q4: 3,098 shares; 2026Q1: 3,191 shares; 2026Q2: 1,602 shares 1,602 $542K 0.03% -1,589 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,425 shares; 2024Q4: 10,432 shares; 2025Q1: 11,257 shares; 2025Q2: 12,735 shares; 2025Q3: 15,163 shares; 2025Q4: 14,508 shares; 2026Q1: 12,286 shares; 2026Q2: 12,286 shares 12,286 $541K 0.03% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,812 shares; 2024Q4: not reported; 2025Q1: 13,403 shares; 2025Q2: 14,983 shares; 2025Q3: 17,581 shares; 2025Q4: 17,408 shares; 2026Q1: 18,498 shares; 2026Q2: 20,605 shares 20,605 $540K 0.03% +2,107 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,890 shares; 2026Q1: 10,998 shares; 2026Q2: 11,097 shares 11,097 $540K 0.03% +99 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,206 shares; 2024Q4: 11,257 shares; 2025Q1: 10,529 shares; 2025Q2: 9,568 shares; 2025Q3: 9,863 shares; 2025Q4: 8,715 shares; 2026Q1: 8,786 shares; 2026Q2: 8,772 shares 8,772 $537K 0.02% -14 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,715 shares; 2025Q4: 7,184 shares; 2026Q1: 7,017 shares; 2026Q2: 6,815 shares 6,815 $528K 0.02% -202 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,697 shares; 2024Q4: 16,848 shares; 2025Q1: 16,434 shares; 2025Q2: 14,914 shares; 2025Q3: 15,834 shares; 2025Q4: 15,379 shares; 2026Q1: 21,094 shares; 2026Q2: 18,166 shares 18,166 $527K 0.02% -2,928 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,532 shares; 2024Q4: 2,406 shares; 2025Q1: 2,341 shares; 2025Q2: 2,159 shares; 2025Q3: 2,235 shares; 2025Q4: 2,171 shares; 2026Q1: 2,729 shares; 2026Q2: 2,788 shares 2,788 $515K 0.02% +59 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,395 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares; 2026Q1: 2,398 shares; 2026Q2: 2,498 shares 2,498 $515K 0.02% +100 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,090 shares; 2025Q1: 10,088 shares; 2025Q2: 10,248 shares; 2025Q3: 10,138 shares; 2025Q4: 8,793 shares; 2026Q1: 7,843 shares; 2026Q2: 9,646 shares 9,646 $512K 0.02% +1,803 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,338 shares; 2024Q4: 2,314 shares; 2025Q1: 2,250 shares; 2025Q2: 2,137 shares; 2025Q3: 2,323 shares; 2025Q4: 2,356 shares; 2026Q1: 2,561 shares; 2026Q2: 3,263 shares 3,263 $510K 0.02% +702 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,795 shares; 2025Q2: 9,069 shares; 2025Q3: 5,630 shares; 2025Q4: 5,872 shares; 2026Q1: 7,275 shares; 2026Q2: 7,031 shares 7,031 $506K 0.02% -244 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881 shares; 2024Q4: 966 shares; 2025Q1: 1,104 shares; 2025Q2: 1,157 shares; 2025Q3: 1,201 shares; 2025Q4: 1,108 shares; 2026Q1: 1,275 shares; 2026Q2: 6,269 shares 6,269 $505K 0.02% +4,994 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,040 shares; 2025Q1: 10,062 shares; 2025Q2: 10,032 shares; 2025Q3: 10,007 shares; 2025Q4: 10,559 shares; 2026Q1: 10,204 shares; 2026Q2: 10,897 shares 10,897 $503K 0.02% +693 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,318 shares; 2025Q4: not reported; 2026Q1: 8,223 shares; 2026Q2: 9,611 shares 9,611 $503K 0.02% +1,388 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,075 shares; 2024Q4: 29,066 shares; 2025Q1: 28,893 shares; 2025Q2: 28,493 shares; 2025Q3: 29,353 shares; 2025Q4: 26,246 shares; 2026Q1: 30,383 shares; 2026Q2: 30,083 shares 30,083 $502K 0.02% -300 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,924 shares; 2024Q4: 2,177 shares; 2025Q1: 2,084 shares; 2025Q2: 2,365 shares; 2025Q3: 2,425 shares; 2025Q4: 2,597 shares; 2026Q1: 2,740 shares; 2026Q2: 2,310 shares 2,310 $500K 0.02% -430 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,273 shares; 2024Q4: 245,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,159 shares; 2025Q4: 2,956 shares; 2026Q1: 3,322 shares; 2026Q2: 3,083 shares 3,083 $488K 0.02% -239 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,416 shares; 2026Q2: 9,191 shares 9,191 $484K 0.02% +775 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,580 shares; 2026Q1: 7,580 shares; 2026Q2: 7,480 shares 7,480 $482K 0.02% -100 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,038 shares; 2026Q2: 21,407 shares 21,407 $478K 0.02% +1,369 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,757 shares; 2025Q3: 1,758 shares; 2025Q4: 1,892 shares; 2026Q1: 1,913 shares; 2026Q2: 1,932 shares 1,932 $476K 0.02% +19 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,412 shares; 2024Q4: 1,619 shares; 2025Q1: 2,305 shares; 2025Q2: 2,556 shares; 2025Q3: 2,700 shares; 2025Q4: 2,811 shares; 2026Q1: 3,070 shares; 2026Q2: 2,099 shares 2,099 $473K 0.02% -971 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,909 shares; 2024Q4: 3,793 shares; 2025Q1: 3,597 shares; 2025Q2: 3,977 shares; 2025Q3: 3,843 shares; 2025Q4: 4,167 shares; 2026Q1: 4,229 shares; 2026Q2: 4,151 shares 4,151 $467K 0.02% -78 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,175 shares; 2026Q2: 1,177 shares 1,177 $461K 0.02% +2 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 2,832 shares; 2026Q1: 1,310 shares; 2026Q2: 1,261 shares 1,261 $460K 0.02% -49 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,015 shares; 2025Q2: 27,043 shares; 2025Q3: 28,643 shares; 2025Q4: 24,293 shares; 2026Q1: 29,512 shares; 2026Q2: 31,612 shares 31,612 $457K 0.02% +2,100 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,312 shares; 2024Q4: 14,195 shares; 2025Q1: 13,776 shares; 2025Q2: 10,519 shares; 2025Q3: 9,820 shares; 2025Q4: 9,961 shares; 2026Q1: 10,390 shares; 2026Q2: 9,554 shares 9,554 $454K 0.02% -836 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 5,120 shares; 2025Q1: 5,122 shares; 2025Q2: 5,125 shares; 2025Q3: not reported; 2025Q4: 5,900 shares; 2026Q1: not reported; 2026Q2: 4,834 shares 4,834 $454K 0.02% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,262 shares; 2026Q1: 11,544 shares; 2026Q2: 11,297 shares 11,297 $454K 0.02% -247 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,864 shares; 2025Q3: 2,933 shares; 2025Q4: 2,947 shares; 2026Q1: 2,821 shares; 2026Q2: 2,821 shares 2,821 $450K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,657 shares; 2026Q2: 16,098 shares 16,098 $446K 0.02% -1,559 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,996 shares; 2025Q2: 2,100 shares; 2025Q3: 2,765 shares; 2025Q4: 2,711 shares; 2026Q1: 4,766 shares; 2026Q2: 4,107 shares 4,107 $441K 0.02% -659 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,469 shares; 2025Q4: 5,592 shares; 2026Q1: 5,802 shares; 2026Q2: 5,531 shares 5,531 $440K 0.02% -271 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,565 shares; 2026Q2: 9,565 shares 9,565 $437K 0.02% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,613 shares; 2026Q1: 13,216 shares; 2026Q2: 12,713 shares 12,713 $436K 0.02% -503 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,782 shares; 2025Q4: 4,964 shares; 2026Q1: 8,199 shares; 2026Q2: 7,533 shares 7,533 $429K 0.02% -666 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 191,039 shares; 2025Q1: 308,196 shares; 2025Q2: 319,704 shares; 2025Q3: 313,206 shares; 2025Q4: 354,597 shares; 2026Q1: 113,479 shares; 2026Q2: 115,347 shares 115,347 $429K 0.02% +1,868 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,347 shares; 2024Q4: 9,247 shares; 2025Q1: 9,338 shares; 2025Q2: 9,338 shares; 2025Q3: 9,499 shares; 2025Q4: 8,885 shares; 2026Q1: 8,795 shares; 2026Q2: 8,795 shares 8,795 $424K 0.02% 0 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,448 shares; 2026Q1: 3,502 shares; 2026Q2: 3,814 shares 3,814 $419K 0.02% +312 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,621 shares; 2025Q4: 1,725 shares; 2026Q1: 2,627 shares; 2026Q2: 2,858 shares 2,858 $418K 0.02% +231 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,695 shares 13,695 $416K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,689 shares 1,689 $410K 0.02% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,458 shares 4,458 $408K 0.02% new Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,550 shares; 2024Q4: 6,520 shares; 2025Q1: 6,905 shares; 2025Q2: 7,669 shares; 2025Q3: 7,496 shares; 2025Q4: 6,723 shares; 2026Q1: 6,588 shares; 2026Q2: 7,020 shares 7,020 $407K 0.02% +432 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,395 shares; 2026Q1: 517 shares; 2026Q2: 482 shares 482 $405K 0.02% -35 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,005 shares; 2025Q1: 4,054 shares; 2025Q2: 5,089 shares; 2025Q3: 4,074 shares; 2025Q4: 4,757 shares; 2026Q1: 813 shares; 2026Q2: 771 shares 771 $403K 0.02% -42 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,999 shares; 2025Q3: 4,289 shares; 2025Q4: 3,779 shares; 2026Q1: 4,635 shares; 2026Q2: 4,891 shares 4,891 $397K 0.02% +256 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,701 shares 3,701 $397K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,284 shares; 2024Q4: 2,284 shares; 2025Q1: 2,430 shares; 2025Q2: 2,381 shares; 2025Q3: 2,475 shares; 2025Q4: 2,263 shares; 2026Q1: 2,623 shares; 2026Q2: 2,444 shares 2,444 $396K 0.02% -179 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,099 shares; 2026Q1: 10,940 shares; 2026Q2: 7,944 shares 7,944 $395K 0.02% -2,996 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,047 shares 2,047 $393K 0.02% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,826 shares; 2024Q4: 5,847 shares; 2025Q1: 6,271 shares; 2025Q2: 5,687 shares; 2025Q3: 6,138 shares; 2025Q4: 6,717 shares; 2026Q1: 6,406 shares; 2026Q2: 3,986 shares 3,986 $384K 0.02% -2,420 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,668 shares; 2026Q2: 9,502 shares 9,502 $382K 0.02% -13,166 Timeline JNEU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,409 shares 11,409 $378K 0.02% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares; 2026Q2: 6,654 shares 6,654 $378K 0.02% +2,154 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,329 shares; 2025Q2: 8,033 shares; 2025Q3: 8,420 shares; 2025Q4: 8,518 shares; 2026Q1: 8,700 shares; 2026Q2: 9,304 shares 9,304 $378K 0.02% +604 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,798 shares; 2025Q3: 3,924 shares; 2025Q4: 3,863 shares; 2026Q1: 4,172 shares; 2026Q2: 4,823 shares 4,823 $376K 0.02% +651 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,170 shares; 2025Q4: 3,256 shares; 2026Q1: 4,026 shares; 2026Q2: 4,202 shares 4,202 $373K 0.02% +176 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 684 shares; 2026Q2: 684 shares 684 $369K 0.02% 0 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,897 shares 10,897 $368K 0.02% new Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,843 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,541 shares 5,541 $368K 0.02% new Timeline DDTZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,725 shares 18,725 $363K 0.02% new Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,959 shares 15,959 $362K 0.02% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 829 shares; 2026Q2: 1,081 shares 1,081 $362K 0.02% +252 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,285 shares; 2024Q4: 10,145 shares; 2025Q1: 9,763 shares; 2025Q2: 9,951 shares; 2025Q3: 9,970 shares; 2025Q4: 9,892 shares; 2026Q1: 9,069 shares; 2026Q2: 13,176 shares 13,176 $359K 0.02% +4,107 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,424 shares; 2024Q4: 6,424 shares; 2025Q1: 6,424 shares; 2025Q2: 6,424 shares; 2025Q3: 6,314 shares; 2025Q4: 6,314 shares; 2026Q1: 6,324 shares; 2026Q2: 5,982 shares 5,982 $359K 0.02% -342 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,929 shares; 2024Q4: 4,245 shares; 2025Q1: 4,869 shares; 2025Q2: 5,958 shares; 2025Q3: 6,202 shares; 2025Q4: 6,674 shares; 2026Q1: 6,705 shares; 2026Q2: 2,042 shares 2,042 $358K 0.02% -4,663 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,176 shares; 2024Q4: 18,023 shares; 2025Q1: 10,437 shares; 2025Q2: 10,456 shares; 2025Q3: 10,655 shares; 2025Q4: 11,173 shares; 2026Q1: 11,173 shares; 2026Q2: 10,693 shares 10,693 $357K 0.02% -480 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,546 shares; 2026Q2: 11,430 shares 11,430 $355K 0.02% -116 Timeline DRNZ REX ETF TR More: the full row for REX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,655 shares 15,655 $353K 0.02% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,703 shares; 2026Q1: 4,442 shares; 2026Q2: 4,224 shares 4,224 $350K 0.02% -218 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,822 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,456 shares; 2025Q4: 12,463 shares; 2026Q1: 3,362 shares; 2026Q2: 3,368 shares 3,368 $350K 0.02% +6 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,760 shares 12,760 $350K 0.02% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,585 shares; 2025Q3: 1,662 shares; 2025Q4: 1,740 shares; 2026Q1: 2,641 shares; 2026Q2: 2,656 shares 2,656 $349K 0.02% +15 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,725 shares; 2026Q1: 11,253 shares; 2026Q2: 9,353 shares 9,353 $348K 0.02% -1,900 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,018 shares; 2026Q1: 11,268 shares; 2026Q2: 11,268 shares 11,268 $348K 0.02% 0 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,239 shares; 2024Q4: 5,239 shares; 2025Q1: 5,239 shares; 2025Q2: 5,239 shares; 2025Q3: 5,239 shares; 2025Q4: 5,215 shares; 2026Q1: 5,215 shares; 2026Q2: 5,215 shares 5,215 $347K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,150 shares 1,150 $347K 0.02% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,180 shares; 2025Q2: 5,460 shares; 2025Q3: not reported; 2025Q4: 7,226 shares; 2026Q1: 10,754 shares; 2026Q2: 8,464 shares 8,464 $345K 0.02% -2,290 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,565 shares; 2025Q1: 1,372 shares; 2025Q2: 1,457 shares; 2025Q3: 1,830 shares; 2025Q4: 1,805 shares; 2026Q1: 1,936 shares; 2026Q2: 1,716 shares 1,716 $344K 0.02% -220 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,010 shares; 2024Q4: 36,245 shares; 2025Q1: 59,488 shares; 2025Q2: 67,654 shares; 2025Q3: 71,433 shares; 2025Q4: 71,413 shares; 2026Q1: 13,762 shares; 2026Q2: 11,486 shares 11,486 $344K 0.02% -2,276 Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,205 shares; 2026Q2: 4,205 shares 4,205 $343K 0.02% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,858 shares 1,858 $343K 0.02% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,540 shares; 2025Q3: 7,189 shares; 2025Q4: 7,319 shares; 2026Q1: 7,425 shares; 2026Q2: 6,906 shares 6,906 $342K 0.02% -519 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,623 shares; 2026Q2: 3,676 shares 3,676 $341K 0.02% +53 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 658 shares; 2026Q1: 734 shares; 2026Q2: 659 shares 659 $340K 0.02% -75 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,736 shares; 2026Q2: 6,736 shares 6,736 $338K 0.02% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,001 shares 2,001 $337K 0.02% new Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,019 shares; 2024Q4: 3,245 shares; 2025Q1: 3,360 shares; 2025Q2: 3,532 shares; 2025Q3: 3,754 shares; 2025Q4: 3,515 shares; 2026Q1: 3,402 shares; 2026Q2: 3,231 shares 3,231 $336K 0.02% -171 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,394 shares; 2025Q4: 2,530 shares; 2026Q1: 2,721 shares; 2026Q2: 2,391 shares 2,391 $335K 0.02% -330 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,948 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,633 shares; 2026Q1: 4,633 shares; 2026Q2: 4,383 shares 4,383 $334K 0.02% -250 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,092 shares; 2026Q1: 1,099 shares; 2026Q2: 1,097 shares 1,097 $332K 0.02% -2 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,328 shares; 2026Q2: 9,019 shares 9,019 $332K 0.02% -309 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,779 shares; 2025Q4: 1,840 shares; 2026Q1: 1,915 shares; 2026Q2: 2,890 shares 2,890 $330K 0.02% +975 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 1,566 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 1,534 shares; 2026Q1: 1,545 shares; 2026Q2: 1,735 shares 1,735 $330K 0.02% +190 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,865 shares; 2025Q1: 1,759 shares; 2025Q2: 1,760 shares; 2025Q3: 1,756 shares; 2025Q4: 1,507 shares; 2026Q1: not reported; 2026Q2: 2,112 shares 2,112 $326K 0.02% new Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,539 shares; 2026Q1: 9,443 shares; 2026Q2: 9,443 shares 9,443 $324K 0.02% 0 Timeline