IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,950 shares; 2024Q4: 11,095 shares; 2025Q1: 17,887 shares; 2025Q2: 18,989 shares; 2025Q3: 20,220 shares; 2025Q4: 72,953 shares; 2026Q1: 73,937 shares; 2026Q2: 74,901 shares 74,901 $56.1M 2.68% +964 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: 234,124 shares; 2024Q4: 226,077 shares; 2025Q1: 229,960 shares; 2025Q2: 234,598 shares; 2025Q3: 233,869 shares; 2025Q4: 260,466 shares; 2026Q1: 275,320 shares; 2026Q2: 257,336 shares 257,336 $51.5M 2.46% -17,984 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: 195,351 shares; 2024Q4: 176,963 shares; 2025Q1: 172,123 shares; 2025Q2: 153,659 shares; 2025Q3: 151,796 shares; 2025Q4: 162,037 shares; 2026Q1: 171,512 shares; 2026Q2: 177,677 shares 177,677 $51.4M 2.46% +6,165 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: 46,218 shares; 2024Q4: 46,372 shares; 2025Q1: 45,602 shares; 2025Q2: 47,980 shares; 2025Q3: 47,943 shares; 2025Q4: 52,302 shares; 2026Q1: 52,814 shares; 2026Q2: 51,660 shares 51,660 $38M 1.82% -1,154 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: 73,597 shares; 2024Q4: 56,643 shares; 2025Q1: 61,242 shares; 2025Q2: 75,846 shares; 2025Q3: 83,220 shares; 2025Q4: 99,174 shares; 2026Q1: 105,273 shares; 2026Q2: 101,726 shares 101,726 $36.4M 1.74% -3,547 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: 48,433 shares; 2024Q4: 263,030 shares; 2025Q1: 308,628 shares; 2025Q2: 346,598 shares; 2025Q3: 385,369 shares; 2025Q4: 441,550 shares; 2026Q1: 516,531 shares; 2026Q2: 553,610 shares 553,610 $34.4M 1.64% +37,079 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: 21,954 shares; 2024Q4: 15,559 shares; 2025Q1: 19,513 shares; 2025Q2: 19,635 shares; 2025Q3: 20,515 shares; 2025Q4: 44,482 shares; 2026Q1: 45,208 shares; 2026Q2: 45,987 shares 45,987 $34.3M 1.64% +779 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: 32,706 shares; 2024Q4: 28,961 shares; 2025Q1: 29,321 shares; 2025Q2: 29,524 shares; 2025Q3: 28,382 shares; 2025Q4: 63,346 shares; 2026Q1: 60,338 shares; 2026Q2: 364,203 shares 364,203 $31.4M 1.5% +303,865 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,228 shares; 2024Q4: 70,664 shares; 2025Q1: 67,943 shares; 2025Q2: 67,893 shares; 2025Q3: 65,949 shares; 2025Q4: 67,262 shares; 2026Q1: 71,164 shares; 2026Q2: 68,656 shares 68,656 $29.3M 1.4% -2,508 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: 74,490 shares; 2024Q4: 76,000 shares; 2025Q1: 76,855 shares; 2025Q2: 72,751 shares; 2025Q3: 72,990 shares; 2025Q4: 149,727 shares; 2026Q1: 152,731 shares; 2026Q2: 152,811 shares 152,811 $29.1M 1.39% +80 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: 85,778 shares; 2024Q4: 73,454 shares; 2025Q1: 70,398 shares; 2025Q2: 72,254 shares; 2025Q3: 73,490 shares; 2025Q4: 83,744 shares; 2026Q1: 77,872 shares; 2026Q2: 77,996 shares 77,996 $29.1M 1.39% +124 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: 84,948 shares; 2024Q4: 69,204 shares; 2025Q1: 70,899 shares; 2025Q2: 76,472 shares; 2025Q3: 54,729 shares; 2025Q4: 53,983 shares; 2026Q1: 52,467 shares; 2026Q2: 51,206 shares 51,206 $25.6M 1.22% -1,261 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: 430,482 shares; 2024Q4: 436,716 shares; 2025Q1: 438,409 shares; 2025Q2: 441,264 shares; 2025Q3: 430,349 shares; 2025Q4: 465,113 shares; 2026Q1: 458,188 shares; 2026Q2: 325,484 shares 325,484 $25.1M 1.2% -132,704 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: 86,973 shares; 2024Q4: 72,129 shares; 2025Q1: 72,724 shares; 2025Q2: 74,632 shares; 2025Q3: 81,318 shares; 2025Q4: 96,102 shares; 2026Q1: 98,041 shares; 2026Q2: 99,436 shares 99,436 $23.7M 1.13% +1,395 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: 69,210 shares; 2024Q4: 55,142 shares; 2025Q1: 55,017 shares; 2025Q2: 52,672 shares; 2025Q3: 52,162 shares; 2025Q4: 58,358 shares; 2026Q1: 58,720 shares; 2026Q2: 58,684 shares 58,684 $22.2M 1.06% -36 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: 141,842 shares; 2024Q4: 139,572 shares; 2025Q1: 140,989 shares; 2025Q2: 144,055 shares; 2025Q3: 142,373 shares; 2025Q4: 137,816 shares; 2026Q1: 131,649 shares; 2026Q2: 132,109 shares 132,109 $20.9M 1% +460 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 544 shares; 2025Q4: 36,042 shares; 2026Q1: 36,701 shares; 2026Q2: 37,426 shares 37,426 $19.6M 0.93% +725 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: 18,412 shares; 2024Q4: 17,946 shares; 2025Q1: 21,407 shares; 2025Q2: 24,068 shares; 2025Q3: 24,692 shares; 2025Q4: 32,864 shares; 2026Q1: 33,122 shares; 2026Q2: 33,408 shares 33,408 $18.8M 0.9% +286 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: 184,827 shares; 2024Q4: 190,606 shares; 2025Q1: 246,708 shares; 2025Q2: 243,050 shares; 2025Q3: 244,493 shares; 2025Q4: 294,923 shares; 2026Q1: 304,088 shares; 2026Q2: 305,790 shares 305,790 $18.3M 0.87% +1,702 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: 61,962 shares; 2024Q4: 63,661 shares; 2025Q1: 58,720 shares; 2025Q2: 54,357 shares; 2025Q3: 56,598 shares; 2025Q4: 63,679 shares; 2026Q1: 54,126 shares; 2026Q2: 54,774 shares 54,774 $17.9M 0.86% +648 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: 60,056 shares; 2024Q4: 56,399 shares; 2025Q1: 50,321 shares; 2025Q2: 47,845 shares; 2025Q3: 47,504 shares; 2025Q4: 48,154 shares; 2026Q1: 49,414 shares; 2026Q2: 202,011 shares 202,011 $16.3M 0.78% +152,597 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,483 shares; 2024Q4: 223,143 shares; 2025Q1: 233,606 shares; 2025Q2: 244,142 shares; 2025Q3: 265,722 shares; 2025Q4: 294,118 shares; 2026Q1: 304,615 shares; 2026Q2: 314,047 shares 314,047 $15.5M 0.74% +9,432 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: 7,771 shares; 2024Q4: 17,355 shares; 2025Q1: 13,278 shares; 2025Q2: 13,151 shares; 2025Q3: 223,762 shares; 2025Q4: 440,706 shares; 2026Q1: 471,088 shares; 2026Q2: 490,607 shares 490,607 $14.4M 0.69% +19,519 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: 87,416 shares; 2024Q4: 100,775 shares; 2025Q1: 108,937 shares; 2025Q2: 112,897 shares; 2025Q3: 121,005 shares; 2025Q4: 129,827 shares; 2026Q1: 138,725 shares; 2026Q2: 145,713 shares 145,713 $14.3M 0.68% +6,988 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: 56,949 shares; 2024Q4: 116,124 shares; 2025Q1: 148,562 shares; 2025Q2: 168,603 shares; 2025Q3: 182,872 shares; 2025Q4: 234,549 shares; 2026Q1: 274,077 shares; 2026Q2: 303,529 shares 303,529 $14.2M 0.68% +29,452 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: 4,711 shares; 2024Q4: 4,795 shares; 2025Q1: 5,691 shares; 2025Q2: 5,889 shares; 2025Q3: 6,243 shares; 2025Q4: 16,514 shares; 2026Q1: 19,131 shares; 2026Q2: 19,884 shares 19,884 $13.7M 0.65% +753 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: 6,204 shares; 2024Q4: 2,474 shares; 2025Q1: 3,449 shares; 2025Q2: 3,505 shares; 2025Q3: 3,784 shares; 2025Q4: 3,594 shares; 2026Q1: 7,015 shares; 2026Q2: 11,271 shares 11,271 $13.5M 0.65% +4,256 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: 6,634 shares; 2024Q4: 6,758 shares; 2025Q1: 6,170 shares; 2025Q2: 6,140 shares; 2025Q3: 6,190 shares; 2025Q4: 5,920 shares; 2026Q1: 6,001 shares; 2026Q2: 44,202 shares 44,202 $13.3M 0.64% +38,201 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: 1,840 shares; 2025Q3: 1,357 shares; 2025Q4: 1,403 shares; 2026Q1: 11,379 shares; 2026Q2: 10,949 shares 10,949 $12.6M 0.6% -430 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: 33,227 shares; 2024Q4: 33,753 shares; 2025Q1: 33,387 shares; 2025Q2: 34,267 shares; 2025Q3: 35,083 shares; 2025Q4: 37,547 shares; 2026Q1: 33,207 shares; 2026Q2: 33,718 shares 33,718 $12.4M 0.59% +511 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: 82,526 shares; 2024Q4: 52,192 shares; 2025Q1: 51,276 shares; 2025Q2: 51,109 shares; 2025Q3: 52,777 shares; 2025Q4: 53,464 shares; 2026Q1: 54,346 shares; 2026Q2: 55,208 shares 55,208 $12M 0.57% +862 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,336 shares; 2024Q4: 83,238 shares; 2025Q1: 79,515 shares; 2025Q2: 79,050 shares; 2025Q3: 79,630 shares; 2025Q4: 82,020 shares; 2026Q1: 80,683 shares; 2026Q2: 80,133 shares 80,133 $11.8M 0.57% -550 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,372 shares; 2024Q4: 60,356 shares; 2025Q1: 87,169 shares; 2025Q2: 98,921 shares; 2025Q3: 106,688 shares; 2025Q4: 117,981 shares; 2026Q1: 123,347 shares; 2026Q2: 129,630 shares 129,630 $11.8M 0.56% +6,283 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: 110,457 shares; 2024Q4: 100,379 shares; 2025Q1: 85,010 shares; 2025Q2: 88,421 shares; 2025Q3: 88,046 shares; 2025Q4: 90,389 shares; 2026Q1: 90,584 shares; 2026Q2: 79,415 shares 79,415 $11.8M 0.56% -11,169 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,291 shares; 2025Q1: not reported; 2025Q2: 4,505 shares; 2025Q3: 4,512 shares; 2025Q4: 31,788 shares; 2026Q1: 40,062 shares; 2026Q2: 45,238 shares 45,238 $11.6M 0.55% +5,176 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,447 shares; 2025Q2: 20,832 shares; 2025Q3: not reported; 2025Q4: 204,660 shares; 2026Q1: 243,939 shares; 2026Q2: 441,939 shares 441,939 $11.3M 0.54% +198,000 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,312 shares; 2024Q4: 11,386 shares; 2025Q1: 11,785 shares; 2025Q2: 11,233 shares; 2025Q3: 10,987 shares; 2025Q4: 26,411 shares; 2026Q1: 31,726 shares; 2026Q2: 31,522 shares 31,522 $11.1M 0.53% -204 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 79,922 shares 79,922 $10.9M 0.52% new Timeline TCAF 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: 228,749 shares; 2025Q1: 238,536 shares; 2025Q2: 238,766 shares; 2025Q3: 249,238 shares; 2025Q4: 253,235 shares; 2026Q1: 259,896 shares; 2026Q2: 265,218 shares 265,218 $10.9M 0.52% +5,322 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: 5,633 shares; 2024Q4: 4,739 shares; 2025Q1: 2,617 shares; 2025Q2: 21,727 shares; 2025Q3: 26,587 shares; 2025Q4: 31,731 shares; 2026Q1: 23,947 shares; 2026Q2: 18,742 shares 18,742 $10.9M 0.52% -5,205 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: 71,836 shares; 2024Q4: 73,572 shares; 2025Q1: 92,403 shares; 2025Q2: 95,735 shares; 2025Q3: 100,108 shares; 2025Q4: 104,738 shares; 2026Q1: 107,274 shares; 2026Q2: 110,385 shares 110,385 $10.7M 0.51% +3,111 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,191 shares; 2025Q4: 65,254 shares; 2026Q1: 68,631 shares; 2026Q2: 65,241 shares 65,241 $10.5M 0.5% -3,390 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: 14,865 shares; 2024Q4: 12,999 shares; 2025Q1: 14,427 shares; 2025Q2: 14,702 shares; 2025Q3: 12,883 shares; 2025Q4: 11,109 shares; 2026Q1: 11,397 shares; 2026Q2: 11,234 shares 11,234 $10.5M 0.5% -163 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: 59,974 shares; 2024Q4: 65,291 shares; 2025Q1: 45,664 shares; 2025Q2: 51,860 shares; 2025Q3: 51,090 shares; 2025Q4: 71,277 shares; 2026Q1: 76,706 shares; 2026Q2: 88,452 shares 88,452 $10.4M 0.5% +11,746 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: 139,655 shares; 2024Q4: 141,261 shares; 2025Q1: 131,209 shares; 2025Q2: 126,856 shares; 2025Q3: 129,257 shares; 2025Q4: 131,079 shares; 2026Q1: 138,314 shares; 2026Q2: 140,368 shares 140,368 $10M 0.48% +2,054 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: 35,109 shares; 2024Q4: 26,526 shares; 2025Q1: 27,808 shares; 2025Q2: 30,908 shares; 2025Q3: 30,831 shares; 2025Q4: 32,859 shares; 2026Q1: 29,360 shares; 2026Q2: 28,232 shares 28,232 $9.69M 0.46% -1,128 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: 8,888 shares; 2024Q4: 9,004 shares; 2025Q1: 9,303 shares; 2025Q2: 23,598 shares; 2025Q3: 24,759 shares; 2025Q4: 25,270 shares; 2026Q1: 19,928 shares; 2026Q2: 20,228 shares 20,228 $9.66M 0.46% +300 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: 38,282 shares; 2024Q4: 36,559 shares; 2025Q1: 31,648 shares; 2025Q2: 31,978 shares; 2025Q3: 31,909 shares; 2025Q4: 35,513 shares; 2026Q1: 35,360 shares; 2026Q2: 37,265 shares 37,265 $9.46M 0.45% +1,905 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: 80,915 shares; 2024Q4: 163,879 shares; 2025Q1: 173,786 shares; 2025Q2: 177,222 shares; 2025Q3: 187,518 shares; 2025Q4: 205,065 shares; 2026Q1: 224,997 shares; 2026Q2: 214,270 shares 214,270 $9.24M 0.44% -10,727 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: 36,783 shares; 2024Q4: 37,220 shares; 2025Q1: 32,209 shares; 2025Q2: 31,912 shares; 2025Q3: 31,762 shares; 2025Q4: 42,882 shares; 2026Q1: 68,592 shares; 2026Q2: 55,320 shares 55,320 $9.17M 0.44% -13,272 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: 38,954 shares; 2024Q4: 40,663 shares; 2025Q1: 28,109 shares; 2025Q2: 33,941 shares; 2025Q3: 33,777 shares; 2025Q4: 42,652 shares; 2026Q1: 46,041 shares; 2026Q2: 42,929 shares 42,929 $9.13M 0.44% -3,112 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: 19,493 shares; 2024Q4: 14,738 shares; 2025Q1: 33,747 shares; 2025Q2: 35,541 shares; 2025Q3: 32,083 shares; 2025Q4: 35,683 shares; 2026Q1: 37,303 shares; 2026Q2: 38,541 shares 38,541 $9.12M 0.44% +1,238 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: 19,618 shares; 2024Q4: 23,154 shares; 2025Q1: 24,302 shares; 2025Q2: 25,376 shares; 2025Q3: 103,642 shares; 2025Q4: 136,472 shares; 2026Q1: 187,357 shares; 2026Q2: 199,888 shares 199,888 $9.09M 0.43% +12,531 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,135 shares; 2024Q4: 229,402 shares; 2025Q1: 249,386 shares; 2025Q2: 253,443 shares; 2025Q3: 251,636 shares; 2025Q4: 255,783 shares; 2026Q1: 258,379 shares; 2026Q2: 247,164 shares 247,164 $9.09M 0.43% -11,215 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,124 shares; 2024Q4: 86,109 shares; 2025Q1: 69,006 shares; 2025Q2: 80,106 shares; 2025Q3: 135,734 shares; 2025Q4: 137,888 shares; 2026Q1: 149,397 shares; 2026Q2: 174,973 shares 174,973 $8.74M 0.42% +25,576 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: 22,279 shares; 2024Q4: 22,211 shares; 2025Q1: 24,256 shares; 2025Q2: 24,119 shares; 2025Q3: 23,564 shares; 2025Q4: 105,436 shares; 2026Q1: 108,097 shares; 2026Q2: 97,784 shares 97,784 $8.59M 0.41% -10,313 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: 78,471 shares; 2024Q4: 79,843 shares; 2025Q1: 69,315 shares; 2025Q2: 69,342 shares; 2025Q3: 70,313 shares; 2025Q4: 71,976 shares; 2026Q1: 71,427 shares; 2026Q2: 72,648 shares 72,648 $8.53M 0.41% +1,221 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: not reported; 2025Q3: not reported; 2025Q4: 7,203 shares; 2026Q1: 11,993 shares; 2026Q2: 19,644 shares 19,644 $8.51M 0.41% +7,651 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: 43,924 shares; 2024Q4: 45,977 shares; 2025Q1: 46,661 shares; 2025Q2: 47,633 shares; 2025Q3: 49,529 shares; 2025Q4: 50,500 shares; 2026Q1: 51,701 shares; 2026Q2: 51,338 shares 51,338 $8.43M 0.4% -363 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,487 shares; 2025Q4: 125,384 shares; 2026Q1: 204,852 shares; 2026Q2: 244,837 shares 244,837 $8.2M 0.39% +39,985 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: 73,837 shares; 2024Q4: 71,329 shares; 2025Q1: 65,500 shares; 2025Q2: 65,973 shares; 2025Q3: 65,966 shares; 2025Q4: 73,143 shares; 2026Q1: 78,896 shares; 2026Q2: 71,916 shares 71,916 $8.15M 0.39% -6,980 Timeline FFLC 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: 133,690 shares; 2025Q1: 145,061 shares; 2025Q2: 140,734 shares; 2025Q3: 136,814 shares; 2025Q4: 134,341 shares; 2026Q1: 135,846 shares; 2026Q2: 136,892 shares 136,892 $8.06M 0.39% +1,046 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: 41,176 shares; 2024Q4: 20,076 shares; 2025Q1: 19,000 shares; 2025Q2: 19,269 shares; 2025Q3: 18,960 shares; 2025Q4: 20,308 shares; 2026Q1: 20,963 shares; 2026Q2: 21,743 shares 21,743 $8.05M 0.38% +780 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: 879 shares; 2024Q4: 876 shares; 2025Q1: 867 shares; 2025Q2: 866 shares; 2025Q3: 878 shares; 2025Q4: 7,869 shares; 2026Q1: 7,508 shares; 2026Q2: 7,518 shares 7,518 $7.6M 0.36% +10 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: 7,741 shares; 2024Q4: 7,985 shares; 2025Q1: 8,255 shares; 2025Q2: 8,325 shares; 2025Q3: 8,491 shares; 2025Q4: 9,225 shares; 2026Q1: 9,503 shares; 2026Q2: 9,516 shares 9,516 $7.56M 0.36% +13 Timeline BRK-A 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: 9 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $7.49M 0.36% 0 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: 117,261 shares; 2024Q4: 119,196 shares; 2025Q1: 84,872 shares; 2025Q2: 84,989 shares; 2025Q3: 88,905 shares; 2025Q4: 90,280 shares; 2026Q1: 94,212 shares; 2026Q2: 88,787 shares 88,787 $7.36M 0.35% -5,425 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: 7,832 shares; 2024Q4: 16,051 shares; 2025Q1: 16,246 shares; 2025Q2: 16,624 shares; 2025Q3: 16,986 shares; 2025Q4: 29,112 shares; 2026Q1: 23,901 shares; 2026Q2: 20,852 shares 20,852 $7.11M 0.34% -3,049 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275,284 shares 275,284 $7.09M 0.34% new 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: 8,112 shares; 2024Q4: 6,935 shares; 2025Q1: 22,772 shares; 2025Q2: 23,509 shares; 2025Q3: 23,907 shares; 2025Q4: 35,165 shares; 2026Q1: 36,135 shares; 2026Q2: 37,258 shares 37,258 $7.07M 0.34% +1,123 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: 61,722 shares; 2024Q4: 64,812 shares; 2025Q1: 65,975 shares; 2025Q2: 67,661 shares; 2025Q3: 69,559 shares; 2025Q4: 69,944 shares; 2026Q1: 71,458 shares; 2026Q2: 74,135 shares 74,135 $6.84M 0.33% +2,677 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,799 shares; 2025Q4: 141,722 shares; 2026Q1: 149,051 shares; 2026Q2: 144,585 shares 144,585 $6.61M 0.32% -4,466 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: 4,045 shares; 2024Q4: 7,639 shares; 2025Q1: 7,883 shares; 2025Q2: 7,718 shares; 2025Q3: 9,089 shares; 2025Q4: 33,705 shares; 2026Q1: 29,283 shares; 2026Q2: 29,676 shares 29,676 $6.42M 0.31% +393 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: 142,325 shares; 2024Q4: 126,992 shares; 2025Q1: 124,280 shares; 2025Q2: 111,490 shares; 2025Q3: 113,417 shares; 2025Q4: 118,152 shares; 2026Q1: 125,494 shares; 2026Q2: 126,663 shares 126,663 $6.41M 0.31% +1,169 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,600 shares; 2025Q1: 32,351 shares; 2025Q2: 42,550 shares; 2025Q3: 61,055 shares; 2025Q4: 89,443 shares; 2026Q1: 143,461 shares; 2026Q2: 173,409 shares 173,409 $6.38M 0.3% +29,948 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,719 shares; 2024Q4: 7,658 shares; 2025Q1: 7,060 shares; 2025Q2: 7,032 shares; 2025Q3: 6,205 shares; 2025Q4: 8,803 shares; 2026Q1: 8,842 shares; 2026Q2: 8,725 shares 8,725 $6.28M 0.3% -117 Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,794 shares; 2024Q4: 519,062 shares; 2025Q1: 511,062 shares; 2025Q2: 518,062 shares; 2025Q3: 510,445 shares; 2025Q4: 484,445 shares; 2026Q1: 484,445 shares; 2026Q2: 484,445 shares 484,445 $6.2M 0.3% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,494 shares; 2024Q4: 5,366 shares; 2025Q1: 5,464 shares; 2025Q2: 5,400 shares; 2025Q3: 5,357 shares; 2025Q4: 5,716 shares; 2026Q1: 5,841 shares; 2026Q2: 5,718 shares 5,718 $6.09M 0.29% -123 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: 47,610 shares; 2024Q4: 38,606 shares; 2025Q1: 36,465 shares; 2025Q2: 38,771 shares; 2025Q3: 41,216 shares; 2025Q4: 44,079 shares; 2026Q1: 43,401 shares; 2026Q2: 44,026 shares 44,026 $6.06M 0.29% +625 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: 18,280 shares; 2024Q4: 18,521 shares; 2025Q1: 16,716 shares; 2025Q2: 16,785 shares; 2025Q3: 16,606 shares; 2025Q4: 16,706 shares; 2026Q1: 16,437 shares; 2026Q2: 16,562 shares 16,562 $6M 0.29% +125 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: 19,388 shares; 2024Q4: 18,988 shares; 2025Q1: 19,193 shares; 2025Q2: 233,225 shares; 2025Q3: 207,885 shares; 2025Q4: 202,684 shares; 2026Q1: 198,521 shares; 2026Q2: 136,392 shares 136,392 $5.96M 0.28% -62,129 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: 151,857 shares; 2024Q4: 150,987 shares; 2025Q1: 83,676 shares; 2025Q2: 76,762 shares; 2025Q3: 79,582 shares; 2025Q4: 89,534 shares; 2026Q1: 92,942 shares; 2026Q2: 94,936 shares 94,936 $5.91M 0.28% +1,994 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,992 shares; 2024Q4: 7,208 shares; 2025Q1: 6,998 shares; 2025Q2: 7,220 shares; 2025Q3: 7,353 shares; 2025Q4: 7,309 shares; 2026Q1: 7,137 shares; 2026Q2: 19,246 shares 19,246 $5.73M 0.27% +12,109 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,141 shares; 2024Q4: 303,652 shares; 2025Q1: 298,634 shares; 2025Q2: 298,986 shares; 2025Q3: 294,807 shares; 2025Q4: 300,554 shares; 2026Q1: 297,710 shares; 2026Q2: 295,660 shares 295,660 $5.65M 0.27% -2,050 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: 167,223 shares; 2024Q4: 167,793 shares; 2025Q1: 184,645 shares; 2025Q2: 190,950 shares; 2025Q3: 188,751 shares; 2025Q4: 181,793 shares; 2026Q1: 105,343 shares; 2026Q2: 105,199 shares 105,199 $5.62M 0.27% -144 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,533 shares; 2024Q4: 34,951 shares; 2025Q1: 32,617 shares; 2025Q2: 31,621 shares; 2025Q3: 31,912 shares; 2025Q4: 37,933 shares; 2026Q1: 37,948 shares; 2026Q2: 38,612 shares 38,612 $5.53M 0.26% +664 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,125 shares; 2024Q4: 97,698 shares; 2025Q1: 101,583 shares; 2025Q2: 102,133 shares; 2025Q3: 109,849 shares; 2025Q4: 120,748 shares; 2026Q1: 143,106 shares; 2026Q2: 130,462 shares 130,462 $5.52M 0.26% -12,644 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: 43,044 shares; 2024Q4: 39,153 shares; 2025Q1: 59,204 shares; 2025Q2: 59,611 shares; 2025Q3: 59,849 shares; 2025Q4: 65,603 shares; 2026Q1: 65,867 shares; 2026Q2: 67,706 shares 67,706 $5.49M 0.26% +1,839 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,353 shares; 2024Q4: 17,930 shares; 2025Q1: 14,585 shares; 2025Q2: 14,302 shares; 2025Q3: 14,250 shares; 2025Q4: 13,979 shares; 2026Q1: 13,513 shares; 2026Q2: 13,633 shares 13,633 $5.41M 0.26% +120 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: 27,958 shares; 2024Q4: 14,003 shares; 2025Q1: 16,272 shares; 2025Q2: 16,406 shares; 2025Q3: 16,420 shares; 2025Q4: 21,376 shares; 2026Q1: 21,479 shares; 2026Q2: 21,335 shares 21,335 $5.37M 0.26% -144 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,551 shares; 2026Q1: 5,591 shares; 2026Q2: 18,144 shares 18,144 $5.31M 0.25% +12,553 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 77,801 shares; 2025Q1: 77,379 shares; 2025Q2: 76,017 shares; 2025Q3: 75,275 shares; 2025Q4: 120,884 shares; 2026Q1: 118,122 shares; 2026Q2: 117,120 shares 117,120 $5.19M 0.25% -1,002 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,172 shares; 2024Q4: 35,300 shares; 2025Q1: 35,558 shares; 2025Q2: 35,189 shares; 2025Q3: 35,473 shares; 2025Q4: 36,422 shares; 2026Q1: 36,473 shares; 2026Q2: 36,021 shares 36,021 $5.11M 0.24% -452 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,403 shares; 2024Q4: 41,657 shares; 2025Q1: 43,432 shares; 2025Q2: 45,740 shares; 2025Q3: 46,268 shares; 2025Q4: 52,372 shares; 2026Q1: 54,268 shares; 2026Q2: 55,833 shares 55,833 $5.02M 0.24% +1,565 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,276 shares; 2025Q2: 227,510 shares; 2025Q3: 153,488 shares; 2025Q4: 159,045 shares; 2026Q1: 208,685 shares; 2026Q2: 126,498 shares 126,498 $5M 0.24% -82,187 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367,806 shares; 2024Q4: 338,989 shares; 2025Q1: 318,668 shares; 2025Q2: 319,593 shares; 2025Q3: 309,744 shares; 2025Q4: 302,929 shares; 2026Q1: 293,289 shares; 2026Q2: 293,289 shares 293,289 $4.97M 0.24% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 583 shares; 2025Q3: 648 shares; 2025Q4: 1,016 shares; 2026Q1: 3,384 shares; 2026Q2: 4,196 shares 4,196 $4.93M 0.24% +812 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,425 shares; 2024Q4: 129,570 shares; 2025Q1: 125,320 shares; 2025Q2: 128,120 shares; 2025Q3: 126,030 shares; 2025Q4: 129,030 shares; 2026Q1: 128,030 shares; 2026Q2: 121,510 shares 121,510 $4.89M 0.23% -6,520 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND 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: 233,091 shares; 2025Q4: 268,205 shares; 2026Q1: 320,393 shares; 2026Q2: 331,322 shares 331,322 $4.88M 0.23% +10,929 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,280 shares; 2024Q4: 216,134 shares; 2025Q1: 122,782 shares; 2025Q2: 117,451 shares; 2025Q3: 118,789 shares; 2025Q4: 125,284 shares; 2026Q1: 134,122 shares; 2026Q2: 134,104 shares 134,104 $4.86M 0.23% -18 Timeline USTB 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: 37,953 shares; 2024Q4: 57,223 shares; 2025Q1: 68,877 shares; 2025Q2: 73,980 shares; 2025Q3: 72,882 shares; 2025Q4: 79,290 shares; 2026Q1: 84,837 shares; 2026Q2: 94,788 shares 94,788 $4.8M 0.23% +9,951 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,708 shares; 2024Q4: 69,938 shares; 2025Q1: 76,168 shares; 2025Q2: 81,438 shares; 2025Q3: 88,304 shares; 2025Q4: 96,741 shares; 2026Q1: 102,089 shares; 2026Q2: 104,849 shares 104,849 $4.76M 0.23% +2,760 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,312 shares; 2024Q4: 40,727 shares; 2025Q1: 34,279 shares; 2025Q2: 34,139 shares; 2025Q3: 32,804 shares; 2025Q4: 32,630 shares; 2026Q1: 27,738 shares; 2026Q2: 28,087 shares 28,087 $4.75M 0.23% +349 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: 12,207 shares; 2024Q4: 13,091 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,431 shares; 2026Q1: 49,211 shares; 2026Q2: 47,741 shares 47,741 $4.72M 0.23% -1,470 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,197 shares; 2025Q2: 49,567 shares; 2025Q3: 66,433 shares; 2025Q4: 75,087 shares; 2026Q1: 82,496 shares; 2026Q2: 92,915 shares 92,915 $4.69M 0.22% +10,419 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: 33,986 shares; 2024Q4: 32,861 shares; 2025Q1: 29,774 shares; 2025Q2: 29,474 shares; 2025Q3: 29,404 shares; 2025Q4: 30,799 shares; 2026Q1: 31,197 shares; 2026Q2: 31,570 shares 31,570 $4.63M 0.22% +373 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 63,067 shares; 2025Q4: 85,119 shares; 2026Q1: 69,938 shares; 2026Q2: 81,919 shares 81,919 $4.61M 0.22% +11,981 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,168 shares; 2024Q4: 29,691 shares; 2025Q1: 31,041 shares; 2025Q2: 31,386 shares; 2025Q3: 32,118 shares; 2025Q4: 31,386 shares; 2026Q1: 32,006 shares; 2026Q2: 32,269 shares 32,269 $4.59M 0.22% +263 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: 138,377 shares; 2024Q4: 140,111 shares; 2025Q1: 127,463 shares; 2025Q2: 96,766 shares; 2025Q3: 50,710 shares; 2025Q4: 55,105 shares; 2026Q1: 65,365 shares; 2026Q2: 80,906 shares 80,906 $4.57M 0.22% +15,541 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: 11,083 shares; 2024Q4: 11,361 shares; 2025Q1: 8,993 shares; 2025Q2: 8,939 shares; 2025Q3: 6,259 shares; 2025Q4: 6,255 shares; 2026Q1: 11,924 shares; 2026Q2: 12,582 shares 12,582 $4.46M 0.21% +658 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: 60,580 shares; 2024Q4: 61,862 shares; 2025Q1: 51,893 shares; 2025Q2: 49,221 shares; 2025Q3: 48,681 shares; 2025Q4: 48,386 shares; 2026Q1: 49,035 shares; 2026Q2: 50,755 shares 50,755 $4.45M 0.21% +1,720 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,283 shares 60,283 $4.45M 0.21% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,592 shares; 2024Q4: 6,504 shares; 2025Q1: 6,292 shares; 2025Q2: 6,280 shares; 2025Q3: 6,326 shares; 2025Q4: 5,269 shares; 2026Q1: 5,334 shares; 2026Q2: 25,220 shares 25,220 $4.45M 0.21% +19,886 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,730 shares; 2024Q4: 102,255 shares; 2025Q1: 101,951 shares; 2025Q2: 101,726 shares; 2025Q3: 101,294 shares; 2025Q4: 116,696 shares; 2026Q1: 127,980 shares; 2026Q2: 136,822 shares 136,822 $4.37M 0.21% +8,842 Timeline AUSF 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: 5,953 shares; 2025Q2: 10,029 shares; 2025Q3: 15,149 shares; 2025Q4: 40,345 shares; 2026Q1: 73,115 shares; 2026Q2: 88,727 shares 88,727 $4.34M 0.21% +15,612 Timeline EWY 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: 25,300 shares; 2025Q2: 30,300 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,018 shares; 2026Q2: 21,018 shares 21,018 $4.24M 0.2% -9,000 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,336 shares; 2024Q4: 13,578 shares; 2025Q1: 19,922 shares; 2025Q2: 20,989 shares; 2025Q3: 19,217 shares; 2025Q4: 31,271 shares; 2026Q1: 33,775 shares; 2026Q2: 35,897 shares 35,897 $4.22M 0.2% +2,122 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: 7,233 shares; 2024Q4: 7,111 shares; 2025Q1: 7,161 shares; 2025Q2: 7,082 shares; 2025Q3: 7,143 shares; 2025Q4: 8,337 shares; 2026Q1: 6,571 shares; 2026Q2: 6,583 shares 6,583 $4.18M 0.2% +12 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,419 shares; 2024Q4: 3,228 shares; 2025Q1: 3,518 shares; 2025Q2: 3,604 shares; 2025Q3: 3,621 shares; 2025Q4: 3,532 shares; 2026Q1: 3,572 shares; 2026Q2: 9,797 shares 9,797 $4.17M 0.2% +6,225 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: 1,836 shares 1,836 $4.17M 0.2% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,249 shares; 2024Q4: 29,147 shares; 2025Q1: 38,455 shares; 2025Q2: 41,751 shares; 2025Q3: 41,472 shares; 2025Q4: 46,971 shares; 2026Q1: 51,722 shares; 2026Q2: 55,429 shares 55,429 $4.17M 0.2% +3,707 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: 7,305 shares; 2024Q4: 6,373 shares; 2025Q1: 5,201 shares; 2025Q2: 18,958 shares; 2025Q3: 19,434 shares; 2025Q4: 24,693 shares; 2026Q1: 29,411 shares; 2026Q2: 30,067 shares 30,067 $4.11M 0.2% +656 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: 19,614 shares; 2024Q4: 20,438 shares; 2025Q1: 20,488 shares; 2025Q2: 20,845 shares; 2025Q3: 21,039 shares; 2025Q4: 23,436 shares; 2026Q1: 23,155 shares; 2026Q2: 14,566 shares 14,566 $4.1M 0.2% -8,589 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,955 shares; 2024Q4: 57,428 shares; 2025Q1: 64,406 shares; 2025Q2: 64,425 shares; 2025Q3: 66,436 shares; 2025Q4: 62,351 shares; 2026Q1: 172,432 shares; 2026Q2: 256,431 shares 256,431 $4.07M 0.19% +83,999 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: 4,819 shares; 2024Q4: 5,358 shares; 2025Q1: 5,226 shares; 2025Q2: 5,327 shares; 2025Q3: 5,363 shares; 2025Q4: 5,609 shares; 2026Q1: 5,652 shares; 2026Q2: 5,518 shares 5,518 $3.99M 0.19% -134 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: 18,898 shares; 2024Q4: 21,885 shares; 2025Q1: 42,334 shares; 2025Q2: 34,296 shares; 2025Q3: 31,499 shares; 2025Q4: 32,789 shares; 2026Q1: 35,240 shares; 2026Q2: 33,491 shares 33,491 $3.91M 0.19% -1,749 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,780 shares; 2024Q4: 8,041 shares; 2025Q1: 6,613 shares; 2025Q2: 6,583 shares; 2025Q3: 6,601 shares; 2025Q4: 7,063 shares; 2026Q1: 6,916 shares; 2026Q2: 7,431 shares 7,431 $3.86M 0.18% +515 Timeline CGCP 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: 71,186 shares; 2024Q4: 111,834 shares; 2025Q1: 132,162 shares; 2025Q2: 135,280 shares; 2025Q3: 135,302 shares; 2025Q4: 141,357 shares; 2026Q1: 155,672 shares; 2026Q2: 170,751 shares 170,751 $3.81M 0.18% +15,079 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,444 shares; 2024Q4: 63,682 shares; 2025Q1: 64,350 shares; 2025Q2: 64,432 shares; 2025Q3: 62,288 shares; 2025Q4: 62,475 shares; 2026Q1: 63,480 shares; 2026Q2: 63,904 shares 63,904 $3.77M 0.18% +424 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: not reported; 2024Q4: not reported; 2025Q1: 2,211 shares; 2025Q2: 2,214 shares; 2025Q3: 2,056 shares; 2025Q4: 34,384 shares; 2026Q1: 34,340 shares; 2026Q2: 66,969 shares 66,969 $3.76M 0.18% +32,629 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: 8,589 shares; 2024Q4: 8,992 shares; 2025Q1: 8,513 shares; 2025Q2: 9,104 shares; 2025Q3: 10,504 shares; 2025Q4: 14,457 shares; 2026Q1: 15,750 shares; 2026Q2: 15,205 shares 15,205 $3.69M 0.18% -545 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: 15,455 shares; 2024Q4: 15,902 shares; 2025Q1: 17,243 shares; 2025Q2: 17,982 shares; 2025Q3: 13,521 shares; 2025Q4: 12,378 shares; 2026Q1: 9,759 shares; 2026Q2: 10,092 shares 10,092 $3.68M 0.18% +333 Timeline VTHR 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: 11,567 shares; 2024Q4: 11,549 shares; 2025Q1: 11,661 shares; 2025Q2: 11,653 shares; 2025Q3: 11,366 shares; 2025Q4: 11,249 shares; 2026Q1: 11,200 shares; 2026Q2: 11,094 shares 11,094 $3.68M 0.18% -106 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: 15,508 shares; 2025Q2: 15,672 shares; 2025Q3: 16,003 shares; 2025Q4: 16,846 shares; 2026Q1: 17,230 shares; 2026Q2: 18,318 shares 18,318 $3.66M 0.17% +1,088 Timeline EFAD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,627 shares; 2024Q4: 73,905 shares; 2025Q1: 79,033 shares; 2025Q2: 78,257 shares; 2025Q3: 78,898 shares; 2025Q4: 77,785 shares; 2026Q1: 80,054 shares; 2026Q2: 85,002 shares 85,002 $3.64M 0.17% +4,948 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,885 shares; 2024Q4: 41,228 shares; 2025Q1: 41,185 shares; 2025Q2: 41,494 shares; 2025Q3: 42,178 shares; 2025Q4: 42,052 shares; 2026Q1: 41,700 shares; 2026Q2: 44,481 shares 44,481 $3.56M 0.17% +2,781 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,441 shares; 2024Q4: 13,472 shares; 2025Q1: 13,000 shares; 2025Q2: 13,259 shares; 2025Q3: 14,359 shares; 2025Q4: 14,643 shares; 2026Q1: 14,775 shares; 2026Q2: 15,460 shares 15,460 $3.51M 0.17% +685 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,144 shares; 2024Q4: 20,904 shares; 2025Q1: 15,747 shares; 2025Q2: 12,994 shares; 2025Q3: 11,964 shares; 2025Q4: 24,657 shares; 2026Q1: 66,597 shares; 2026Q2: 67,474 shares 67,474 $3.5M 0.17% +877 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,134 shares; 2025Q1: 29,157 shares; 2025Q2: 31,335 shares; 2025Q3: 31,619 shares; 2025Q4: 31,383 shares; 2026Q1: 32,211 shares; 2026Q2: 32,552 shares 32,552 $3.48M 0.17% +341 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,017 shares; 2025Q1: 74,426 shares; 2025Q2: 77,640 shares; 2025Q3: 83,319 shares; 2025Q4: 82,553 shares; 2026Q1: 86,936 shares; 2026Q2: 91,044 shares 91,044 $3.41M 0.16% +4,108 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 5,194 shares; 2025Q1: 7,308 shares; 2025Q2: 9,712 shares; 2025Q3: 14,417 shares; 2025Q4: 24,054 shares; 2026Q1: 31,720 shares; 2026Q2: 38,870 shares 38,870 $3.37M 0.16% +7,150 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,269 shares; 2025Q1: 2,547 shares; 2025Q2: 12,528 shares; 2025Q3: 12,737 shares; 2025Q4: 12,128 shares; 2026Q1: 12,425 shares; 2026Q2: 12,506 shares 12,506 $3.36M 0.16% +81 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,356 shares; 2024Q4: 13,702 shares; 2025Q1: 14,654 shares; 2025Q2: 14,655 shares; 2025Q3: 15,165 shares; 2025Q4: 15,898 shares; 2026Q1: 16,168 shares; 2026Q2: 16,605 shares 16,605 $3.35M 0.16% +437 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: 14,086 shares; 2024Q4: 22,869 shares; 2025Q1: 14,844 shares; 2025Q2: 13,800 shares; 2025Q3: 16,565 shares; 2025Q4: 9,333 shares; 2026Q1: 8,070 shares; 2026Q2: 7,908 shares 7,908 $3.33M 0.16% -162 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,818 shares; 2024Q4: 54,384 shares; 2025Q1: 51,158 shares; 2025Q2: 48,286 shares; 2025Q3: 43,402 shares; 2025Q4: 37,085 shares; 2026Q1: 29,781 shares; 2026Q2: 27,226 shares 27,226 $3.32M 0.16% -2,555 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: 26,488 shares; 2024Q4: 22,739 shares; 2025Q1: 21,743 shares; 2025Q2: 21,763 shares; 2025Q3: 20,283 shares; 2025Q4: 23,123 shares; 2026Q1: 23,525 shares; 2026Q2: 23,733 shares 23,733 $3.31M 0.16% +208 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: 42,463 shares; 2024Q4: 46,436 shares; 2025Q1: 42,656 shares; 2025Q2: 42,583 shares; 2025Q3: 43,023 shares; 2025Q4: 50,270 shares; 2026Q1: 49,586 shares; 2026Q2: 53,484 shares 53,484 $3.29M 0.16% +3,898 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares; 2026Q2: 1,646 shares 1,646 $3.27M 0.16% +1,426 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: 18,641 shares; 2024Q4: 17,951 shares; 2025Q1: 18,103 shares; 2025Q2: 18,051 shares; 2025Q3: 17,412 shares; 2025Q4: 23,725 shares; 2026Q1: 23,551 shares; 2026Q2: 118,065 shares 118,065 $3.24M 0.15% +94,514 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: 2,305 shares; 2024Q4: 2,528 shares; 2025Q1: 7,860 shares; 2025Q2: 7,862 shares; 2025Q3: 8,429 shares; 2025Q4: 8,488 shares; 2026Q1: 8,427 shares; 2026Q2: 8,574 shares 8,574 $3.2M 0.15% +147 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: 4,909 shares; 2024Q4: 4,894 shares; 2025Q1: 17,424 shares; 2025Q2: 18,611 shares; 2025Q3: 21,131 shares; 2025Q4: 13,546 shares; 2026Q1: 14,124 shares; 2026Q2: 14,115 shares 14,115 $3.2M 0.15% -9 Timeline PJUN 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: 35,941 shares; 2024Q4: 36,629 shares; 2025Q1: 37,298 shares; 2025Q2: 37,875 shares; 2025Q3: 38,727 shares; 2025Q4: 38,266 shares; 2026Q1: 38,423 shares; 2026Q2: 73,902 shares 73,902 $3.19M 0.15% +35,479 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: 3,949 shares; 2024Q4: 4,051 shares; 2025Q1: 3,246 shares; 2025Q2: 3,296 shares; 2025Q3: 3,302 shares; 2025Q4: 3,251 shares; 2026Q1: 3,188 shares; 2026Q2: 3,279 shares 3,279 $3.15M 0.15% +91 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,438 shares; 2024Q4: 72,948 shares; 2025Q1: 73,742 shares; 2025Q2: 74,529 shares; 2025Q3: 76,578 shares; 2025Q4: 82,466 shares; 2026Q1: 92,972 shares; 2026Q2: 95,719 shares 95,719 $3.12M 0.15% +2,747 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,355 shares; 2024Q4: 3,293 shares; 2025Q1: 3,699 shares; 2025Q2: 3,882 shares; 2025Q3: 3,753 shares; 2025Q4: 4,045 shares; 2026Q1: 4,104 shares; 2026Q2: 4,044 shares 4,044 $3.09M 0.15% -60 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: 19,888 shares; 2025Q1: 10,165 shares; 2025Q2: 10,107 shares; 2025Q3: 12,182 shares; 2025Q4: 14,145 shares; 2026Q1: 17,782 shares; 2026Q2: 18,156 shares 18,156 $3.08M 0.15% +374 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: 47,593 shares; 2024Q4: 28,182 shares; 2025Q1: 21,496 shares; 2025Q2: 21,336 shares; 2025Q3: 21,068 shares; 2025Q4: 23,342 shares; 2026Q1: 23,433 shares; 2026Q2: 23,911 shares 23,911 $3.07M 0.15% +478 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: 4,053 shares; 2024Q4: 4,311 shares; 2025Q1: 3,671 shares; 2025Q2: 3,082 shares; 2025Q3: 2,157 shares; 2025Q4: 9,807 shares; 2026Q1: 10,121 shares; 2026Q2: 10,182 shares 10,182 $3.06M 0.15% +61 Timeline BSTP 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: 47,275 shares; 2024Q4: 52,095 shares; 2025Q1: 59,429 shares; 2025Q2: 65,868 shares; 2025Q3: 74,611 shares; 2025Q4: 74,402 shares; 2026Q1: 75,524 shares; 2026Q2: 77,567 shares 77,567 $3.05M 0.15% +2,043 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: 15,351 shares; 2024Q4: 15,110 shares; 2025Q1: 14,316 shares; 2025Q2: 16,880 shares; 2025Q3: 16,770 shares; 2025Q4: 18,709 shares; 2026Q1: 18,668 shares; 2026Q2: 18,145 shares 18,145 $2.99M 0.14% -523 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,750 shares; 2025Q3: 27,850 shares; 2025Q4: 36,506 shares; 2026Q1: 51,106 shares; 2026Q2: 60,687 shares 60,687 $2.97M 0.14% +9,581 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: 19,813 shares; 2024Q4: 19,595 shares; 2025Q1: 18,964 shares; 2025Q2: 17,735 shares; 2025Q3: 16,686 shares; 2025Q4: 19,121 shares; 2026Q1: 19,124 shares; 2026Q2: 18,652 shares 18,652 $2.96M 0.14% -472 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,651 shares; 2024Q4: 40,529 shares; 2025Q1: 49,066 shares; 2025Q2: 48,585 shares; 2025Q3: 64,231 shares; 2025Q4: 64,438 shares; 2026Q1: 47,640 shares; 2026Q2: 47,014 shares 47,014 $2.96M 0.14% -626 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: 1,231 shares; 2024Q4: 1,225 shares; 2025Q1: 1,215 shares; 2025Q2: 1,303 shares; 2025Q3: 6,591 shares; 2025Q4: 6,875 shares; 2026Q1: 8,807 shares; 2026Q2: 8,741 shares 8,741 $2.96M 0.14% -66 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,557 shares; 2024Q4: 55,389 shares; 2025Q1: 55,128 shares; 2025Q2: 64,562 shares; 2025Q3: 28,701 shares; 2025Q4: 33,719 shares; 2026Q1: 33,521 shares; 2026Q2: 33,845 shares 33,845 $2.94M 0.14% +324 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,794 shares; 2024Q4: 9,162 shares; 2025Q1: 11,730 shares; 2025Q2: 14,586 shares; 2025Q3: 20,339 shares; 2025Q4: 25,053 shares; 2026Q1: 28,656 shares; 2026Q2: 29,721 shares 29,721 $2.93M 0.14% +1,065 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,370 shares; 2025Q4: 53,042 shares; 2026Q1: 55,052 shares; 2026Q2: 67,632 shares 67,632 $2.87M 0.14% +12,580 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,673 shares; 2024Q4: 7,984 shares; 2025Q1: 7,053 shares; 2025Q2: 7,058 shares; 2025Q3: 7,252 shares; 2025Q4: 7,919 shares; 2026Q1: 7,923 shares; 2026Q2: 12,828 shares 12,828 $2.86M 0.14% +4,905 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,407 shares; 2024Q4: 5,606 shares; 2025Q1: 5,694 shares; 2025Q2: 5,664 shares; 2025Q3: 5,762 shares; 2025Q4: 5,845 shares; 2026Q1: 5,976 shares; 2026Q2: 6,138 shares 6,138 $2.82M 0.13% +162 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: 20,992 shares; 2024Q4: 20,977 shares; 2025Q1: 22,173 shares; 2025Q2: 17,971 shares; 2025Q3: 17,768 shares; 2025Q4: 19,757 shares; 2026Q1: 19,713 shares; 2026Q2: 20,639 shares 20,639 $2.79M 0.13% +926 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,261 shares; 2024Q4: 24,532 shares; 2025Q1: 23,574 shares; 2025Q2: 24,383 shares; 2025Q3: 24,038 shares; 2025Q4: 22,548 shares; 2026Q1: 24,468 shares; 2026Q2: 25,324 shares 25,324 $2.79M 0.13% +856 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: 38,597 shares; 2024Q4: 39,104 shares; 2025Q1: 32,508 shares; 2025Q2: 31,271 shares; 2025Q3: 31,776 shares; 2025Q4: 30,709 shares; 2026Q1: 26,458 shares; 2026Q2: 26,774 shares 26,774 $2.74M 0.13% +316 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: 10,731 shares; 2024Q4: 9,373 shares; 2025Q1: 9,091 shares; 2025Q2: 8,513 shares; 2025Q3: 8,192 shares; 2025Q4: 7,927 shares; 2026Q1: 8,070 shares; 2026Q2: 7,703 shares 7,703 $2.72M 0.13% -367 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: 23,903 shares; 2024Q4: 24,288 shares; 2025Q1: 21,266 shares; 2025Q2: 20,808 shares; 2025Q3: 21,009 shares; 2025Q4: 21,079 shares; 2026Q1: 12,027 shares; 2026Q2: 12,095 shares 12,095 $2.71M 0.13% +68 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,058 shares; 2024Q4: 29,888 shares; 2025Q1: 28,968 shares; 2025Q2: 27,872 shares; 2025Q3: 27,306 shares; 2025Q4: 27,284 shares; 2026Q1: 28,091 shares; 2026Q2: 28,060 shares 28,060 $2.71M 0.13% -31 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,701 shares; 2026Q1: 2,606 shares; 2026Q2: 8,857 shares 8,857 $2.68M 0.13% +6,251 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,495 shares; 2025Q3: 6,738 shares; 2025Q4: 15,177 shares; 2026Q1: 25,518 shares; 2026Q2: 33,918 shares 33,918 $2.66M 0.13% +8,400 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: 11,593 shares; 2024Q4: 11,601 shares; 2025Q1: 13,632 shares; 2025Q2: 9,487 shares; 2025Q3: 9,448 shares; 2025Q4: 9,725 shares; 2026Q1: 9,726 shares; 2026Q2: 9,789 shares 9,789 $2.65M 0.13% +63 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: 42,695 shares; 2024Q4: 41,871 shares; 2025Q1: 31,246 shares; 2025Q2: 29,700 shares; 2025Q3: 29,769 shares; 2025Q4: 30,227 shares; 2026Q1: 28,233 shares; 2026Q2: 28,684 shares 28,684 $2.6M 0.12% +451 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,800 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 48,950 shares; 2026Q2: 52,450 shares 52,450 $2.55M 0.12% +3,500 Timeline VV 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: 6,528 shares; 2024Q4: 6,913 shares; 2025Q1: 6,861 shares; 2025Q2: 6,861 shares; 2025Q3: 6,966 shares; 2025Q4: 6,996 shares; 2026Q1: 7,354 shares; 2026Q2: 7,370 shares 7,370 $2.53M 0.12% +16 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,080 shares; 2024Q4: 23,492 shares; 2025Q1: 24,659 shares; 2025Q2: 24,610 shares; 2025Q3: 24,979 shares; 2025Q4: 25,392 shares; 2026Q1: 25,811 shares; 2026Q2: 26,332 shares 26,332 $2.53M 0.12% +521 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: 19,329 shares; 2024Q4: 19,830 shares; 2025Q1: 15,520 shares; 2025Q2: 15,293 shares; 2025Q3: 15,302 shares; 2025Q4: 15,461 shares; 2026Q1: 11,430 shares; 2026Q2: 11,404 shares 11,404 $2.51M 0.12% -26 Timeline PFEB 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: 34,347 shares; 2025Q2: 34,531 shares; 2025Q3: 33,681 shares; 2025Q4: 32,817 shares; 2026Q1: 58,972 shares; 2026Q2: 58,364 shares 58,364 $2.51M 0.12% -608 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,342 shares; 2024Q4: 1,358 shares; 2025Q1: 1,428 shares; 2025Q2: 1,454 shares; 2025Q3: 1,987 shares; 2025Q4: 1,751 shares; 2026Q1: 1,709 shares; 2026Q2: 1,264 shares 1,264 $2.51M 0.12% -445 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,892 shares; 2024Q4: 10,423 shares; 2025Q1: 8,651 shares; 2025Q2: 8,381 shares; 2025Q3: 8,456 shares; 2025Q4: 8,480 shares; 2026Q1: 8,266 shares; 2026Q2: 8,469 shares 8,469 $2.46M 0.12% +203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,409 shares; 2026Q2: 10,346 shares 10,346 $2.46M 0.12% +937 Timeline PSEP 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: 36,853 shares; 2024Q4: 39,168 shares; 2025Q1: 39,160 shares; 2025Q2: 40,405 shares; 2025Q3: 53,807 shares; 2025Q4: 53,698 shares; 2026Q1: 53,726 shares; 2026Q2: 53,171 shares 53,171 $2.45M 0.12% -555 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,755 shares; 2024Q4: 80,904 shares; 2025Q1: 101,974 shares; 2025Q2: 103,233 shares; 2025Q3: 104,443 shares; 2025Q4: 105,826 shares; 2026Q1: 106,907 shares; 2026Q2: 107,246 shares 107,246 $2.44M 0.12% +339 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: 20,822 shares; 2024Q4: 21,270 shares; 2025Q1: 30,692 shares; 2025Q2: 31,006 shares; 2025Q3: 29,107 shares; 2025Q4: 30,781 shares; 2026Q1: 30,790 shares; 2026Q2: 16,572 shares 16,572 $2.43M 0.12% -14,218 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: 3,166 shares; 2024Q4: 3,379 shares; 2025Q1: 4,131 shares; 2025Q2: 4,242 shares; 2025Q3: 4,929 shares; 2025Q4: 5,039 shares; 2026Q1: 6,102 shares; 2026Q2: 12,579 shares 12,579 $2.41M 0.12% +6,477 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,716 shares; 2024Q4: 18,378 shares; 2025Q1: 40,774 shares; 2025Q2: 42,242 shares; 2025Q3: 30,954 shares; 2025Q4: 50,123 shares; 2026Q1: 25,168 shares; 2026Q2: 25,129 shares 25,129 $2.41M 0.12% -39 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: 7,960 shares; 2024Q4: 8,312 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,511 shares; 2026Q2: 4,893 shares 4,893 $2.4M 0.11% +382 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: 14,323 shares; 2024Q4: 78,006 shares; 2025Q1: 78,020 shares; 2025Q2: 76,908 shares; 2025Q3: 78,086 shares; 2025Q4: 78,150 shares; 2026Q1: 76,191 shares; 2026Q2: 78,721 shares 78,721 $2.4M 0.11% +2,530 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,553 shares; 2024Q4: 167,416 shares; 2025Q1: 87,762 shares; 2025Q2: 90,615 shares; 2025Q3: 79,128 shares; 2025Q4: 61,323 shares; 2026Q1: 63,953 shares; 2026Q2: 54,847 shares 54,847 $2.39M 0.11% -9,106 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,598 shares; 2024Q4: 32,760 shares; 2025Q1: 38,245 shares; 2025Q2: 44,621 shares; 2025Q3: 45,074 shares; 2025Q4: 46,091 shares; 2026Q1: 48,153 shares; 2026Q2: 53,375 shares 53,375 $2.37M 0.11% +5,222 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: 29,860 shares; 2024Q4: 28,779 shares; 2025Q1: 24,643 shares; 2025Q2: 24,889 shares; 2025Q3: 24,169 shares; 2025Q4: 49,173 shares; 2026Q1: 47,273 shares; 2026Q2: 44,678 shares 44,678 $2.37M 0.11% -2,595 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,079 shares; 2025Q1: 5,734 shares; 2025Q2: 5,762 shares; 2025Q3: 5,745 shares; 2025Q4: 10,721 shares; 2026Q1: 10,997 shares; 2026Q2: 11,299 shares 11,299 $2.36M 0.11% +302 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,928 shares; 2024Q4: 18,448 shares; 2025Q1: 17,083 shares; 2025Q2: 16,541 shares; 2025Q3: 19,528 shares; 2025Q4: 40,417 shares; 2026Q1: 46,405 shares; 2026Q2: 51,169 shares 51,169 $2.36M 0.11% +4,764 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 1,992 shares; 2025Q1: 4,419 shares; 2025Q2: 7,097 shares; 2025Q3: 7,275 shares; 2025Q4: 7,614 shares; 2026Q1: 8,441 shares; 2026Q2: 9,464 shares 9,464 $2.35M 0.11% +1,023 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,641 shares; 2024Q4: 4,771 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,358 shares; 2026Q2: 9,019 shares 9,019 $2.35M 0.11% -339 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,382 shares; 2024Q4: 9,252 shares; 2025Q1: 9,328 shares; 2025Q2: 9,280 shares; 2025Q3: 8,674 shares; 2025Q4: 8,679 shares; 2026Q1: 8,718 shares; 2026Q2: 8,565 shares 8,565 $2.34M 0.11% -153 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,500 shares; 2024Q4: 197,000 shares; 2025Q1: 192,000 shares; 2025Q2: 191,000 shares; 2025Q3: 158,516 shares; 2025Q4: 158,500 shares; 2026Q1: 132,600 shares; 2026Q2: 135,600 shares 135,600 $2.34M 0.11% +3,000 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,679 shares; 2026Q2: 26,195 shares 26,195 $2.32M 0.11% +1,516 Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 8,632 shares 8,632 $2.32M 0.11% new Timeline FTGS 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: 28,914 shares; 2024Q4: 55,079 shares; 2025Q1: 60,239 shares; 2025Q2: 63,792 shares; 2025Q3: 64,677 shares; 2025Q4: 63,026 shares; 2026Q1: 62,379 shares; 2026Q2: 61,454 shares 61,454 $2.27M 0.11% -925 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,760 shares; 2026Q1: 135,740 shares; 2026Q2: 114,162 shares 114,162 $2.27M 0.11% -21,578 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,904 shares; 2024Q4: 2,923 shares; 2025Q1: 2,934 shares; 2025Q2: 3,011 shares; 2025Q3: 3,520 shares; 2025Q4: 4,044 shares; 2026Q1: 4,116 shares; 2026Q2: 4,187 shares 4,187 $2.27M 0.11% +71 Timeline ICOW 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: 47,980 shares; 2024Q4: 46,713 shares; 2025Q1: 50,406 shares; 2025Q2: 51,081 shares; 2025Q3: 54,329 shares; 2025Q4: 52,971 shares; 2026Q1: 53,015 shares; 2026Q2: 53,876 shares 53,876 $2.24M 0.11% +861 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,981 shares; 2024Q4: 3,968 shares; 2025Q1: 4,042 shares; 2025Q2: 4,216 shares; 2025Q3: 4,290 shares; 2025Q4: 4,288 shares; 2026Q1: 4,490 shares; 2026Q2: 4,445 shares 4,445 $2.21M 0.11% -45 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: 6,141 shares; 2025Q1: 9,598 shares; 2025Q2: 10,235 shares; 2025Q3: 10,292 shares; 2025Q4: 10,482 shares; 2026Q1: 11,427 shares; 2026Q2: 13,339 shares 13,339 $2.21M 0.11% +1,912 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: 65,010 shares; 2024Q4: 56,375 shares; 2025Q1: 57,929 shares; 2025Q2: 61,396 shares; 2025Q3: 69,636 shares; 2025Q4: 69,683 shares; 2026Q1: 65,640 shares; 2026Q2: 29,205 shares 29,205 $2.2M 0.11% -36,435 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: not reported; 2026Q1: not reported; 2026Q2: 199,000 shares 199,000 $2.18M 0.1% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,485 shares; 2024Q4: 108,966 shares; 2025Q1: 41,276 shares; 2025Q2: 45,077 shares; 2025Q3: 47,330 shares; 2025Q4: 45,615 shares; 2026Q1: 45,586 shares; 2026Q2: 43,095 shares 43,095 $2.18M 0.1% -2,491 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,155 shares; 2024Q4: 73,690 shares; 2025Q1: 74,185 shares; 2025Q2: 75,478 shares; 2025Q3: 95,362 shares; 2025Q4: 113,137 shares; 2026Q1: 111,677 shares; 2026Q2: 111,354 shares 111,354 $2.15M 0.1% -323 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: 15,451 shares; 2024Q4: 16,645 shares; 2025Q1: 15,858 shares; 2025Q2: 17,283 shares; 2025Q3: 18,616 shares; 2025Q4: 18,771 shares; 2026Q1: 19,594 shares; 2026Q2: 21,291 shares 21,291 $2.11M 0.1% +1,697 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,873 shares; 2024Q4: 2,941 shares; 2025Q1: 3,408 shares; 2025Q2: 3,564 shares; 2025Q3: 3,570 shares; 2025Q4: 3,524 shares; 2026Q1: 3,650 shares; 2026Q2: 3,714 shares 3,714 $2.09M 0.1% +64 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: 29,586 shares; 2024Q4: 28,777 shares; 2025Q1: 26,151 shares; 2025Q2: 26,246 shares; 2025Q3: 24,261 shares; 2025Q4: 19,303 shares; 2026Q1: 17,261 shares; 2026Q2: 16,152 shares 16,152 $2.06M 0.1% -1,109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 4,450 shares; 2025Q4: 15,655 shares; 2026Q1: 17,966 shares; 2026Q2: 10,073 shares 10,073 $2.02M 0.1% -7,893 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: 17,980 shares; 2025Q1: 19,401 shares; 2025Q2: 21,224 shares; 2025Q3: 21,305 shares; 2025Q4: 31,365 shares; 2026Q1: 37,101 shares; 2026Q2: 44,059 shares 44,059 $2.02M 0.1% +6,958 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,465 shares; 2025Q1: 7,465 shares; 2025Q2: 9,990 shares; 2025Q3: 10,533 shares; 2025Q4: 10,168 shares; 2026Q1: 10,051 shares; 2026Q2: 48,802 shares 48,802 $2.02M 0.1% +38,751 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,484 shares; 2024Q4: 5,652 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,793 shares; 2026Q1: 2,207 shares; 2026Q2: 3,836 shares 3,836 $2.01M 0.1% +1,629 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,813 shares; 2024Q4: 18,501 shares; 2025Q1: 18,427 shares; 2025Q2: 19,301 shares; 2025Q3: 19,268 shares; 2025Q4: 18,102 shares; 2026Q1: 17,989 shares; 2026Q2: 18,219 shares 18,219 $2.01M 0.1% +230 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: 9,699 shares; 2024Q4: 10,021 shares; 2025Q1: 8,846 shares; 2025Q2: 8,272 shares; 2025Q3: 8,264 shares; 2025Q4: 8,381 shares; 2026Q1: 8,354 shares; 2026Q2: 8,214 shares 8,214 $1.99M 0.1% -140 Timeline GARP 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: 4,997 shares; 2025Q1: 5,219 shares; 2025Q2: 6,148 shares; 2025Q3: 9,452 shares; 2025Q4: 20,377 shares; 2026Q1: 23,358 shares; 2026Q2: 23,988 shares 23,988 $1.98M 0.09% +630 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,459 shares; 2025Q1: 8,366 shares; 2025Q2: 8,098 shares; 2025Q3: 8,065 shares; 2025Q4: 9,756 shares; 2026Q1: 12,920 shares; 2026Q2: 14,830 shares 14,830 $1.98M 0.09% +1,910 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: 25,333 shares; 2024Q4: 31,861 shares; 2025Q1: 26,304 shares; 2025Q2: 33,033 shares; 2025Q3: 41,533 shares; 2025Q4: 47,383 shares; 2026Q1: 50,288 shares; 2026Q2: 53,704 shares 53,704 $1.96M 0.09% +3,416 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,330 shares; 2024Q4: 10,025 shares; 2025Q1: 10,580 shares; 2025Q2: 11,104 shares; 2025Q3: 11,206 shares; 2025Q4: 10,003 shares; 2026Q1: 9,918 shares; 2026Q2: 10,428 shares 10,428 $1.96M 0.09% +510 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: 10,096 shares; 2024Q4: 6,989 shares; 2025Q1: 7,018 shares; 2025Q2: 7,037 shares; 2025Q3: 6,493 shares; 2025Q4: 6,449 shares; 2026Q1: 6,451 shares; 2026Q2: 7,455 shares 7,455 $1.94M 0.09% +1,004 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,494 shares; 2024Q4: 21,502 shares; 2025Q1: 23,954 shares; 2025Q2: 24,908 shares; 2025Q3: 24,896 shares; 2025Q4: 25,541 shares; 2026Q1: 25,616 shares; 2026Q2: 26,104 shares 26,104 $1.94M 0.09% +488 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: 5,616 shares; 2024Q4: 408 shares; 2025Q1: 3,027 shares; 2025Q2: 400 shares; 2025Q3: 455 shares; 2025Q4: 566 shares; 2026Q1: 735 shares; 2026Q2: 3,738 shares 3,738 $1.92M 0.09% +3,003 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,779 shares; 2024Q4: 13,971 shares; 2025Q1: 14,700 shares; 2025Q2: 14,002 shares; 2025Q3: 16,027 shares; 2025Q4: 18,692 shares; 2026Q1: 19,061 shares; 2026Q2: 6,609 shares 6,609 $1.87M 0.09% -12,452 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 94,520 shares; 2026Q2: 54,761 shares 54,761 $1.86M 0.09% -39,759 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: 18,681 shares; 2024Q4: 18,882 shares; 2025Q1: 21,827 shares; 2025Q2: 26,244 shares; 2025Q3: 26,184 shares; 2025Q4: 25,896 shares; 2026Q1: 25,821 shares; 2026Q2: 25,719 shares 25,719 $1.86M 0.09% -102 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: 37,021 shares; 2024Q4: 37,295 shares; 2025Q1: 36,558 shares; 2025Q2: 36,276 shares; 2025Q3: 32,345 shares; 2025Q4: 34,235 shares; 2026Q1: 34,338 shares; 2026Q2: 34,451 shares 34,451 $1.85M 0.09% +113 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: 51,749 shares; 2024Q4: 56,773 shares; 2025Q1: 18,193 shares; 2025Q2: 19,804 shares; 2025Q3: 19,271 shares; 2025Q4: 20,045 shares; 2026Q1: 19,857 shares; 2026Q2: 19,653 shares 19,653 $1.85M 0.09% -204 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710 shares; 2024Q4: 1,836 shares; 2025Q1: 1,383 shares; 2025Q2: 1,350 shares; 2025Q3: 1,349 shares; 2025Q4: 1,354 shares; 2026Q1: 1,341 shares; 2026Q2: 1,350 shares 1,350 $1.84M 0.09% +9 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,699 shares; 2025Q4: 13,857 shares; 2026Q1: 60,651 shares; 2026Q2: 63,623 shares 63,623 $1.84M 0.09% +2,972 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: 13,534 shares; 2024Q4: 14,000 shares; 2025Q1: 11,053 shares; 2025Q2: 10,964 shares; 2025Q3: 10,854 shares; 2025Q4: 10,882 shares; 2026Q1: 6,752 shares; 2026Q2: 6,776 shares 6,776 $1.83M 0.09% +24 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: 202,843 shares; 2024Q4: 355,039 shares; 2025Q1: 348,968 shares; 2025Q2: 471,907 shares; 2025Q3: 425,846 shares; 2025Q4: 418,884 shares; 2026Q1: 415,578 shares; 2026Q2: 57,647 shares 57,647 $1.83M 0.09% -357,931 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: not reported; 2026Q1: not reported; 2026Q2: 2,172 shares 2,172 $1.82M 0.09% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,913 shares; 2024Q4: 8,058 shares; 2025Q1: 7,746 shares; 2025Q2: 8,059 shares; 2025Q3: 8,081 shares; 2025Q4: 7,458 shares; 2026Q1: 7,962 shares; 2026Q2: 7,942 shares 7,942 $1.82M 0.09% -20 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: 11,880 shares; 2024Q4: 12,249 shares; 2025Q1: 10,170 shares; 2025Q2: 10,012 shares; 2025Q3: 6,751 shares; 2025Q4: 7,170 shares; 2026Q1: 7,039 shares; 2026Q2: 5,304 shares 5,304 $1.81M 0.09% -1,735 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: not reported; 2024Q4: not reported; 2025Q1: 16,412 shares; 2025Q2: 18,224 shares; 2025Q3: 14,908 shares; 2025Q4: 16,364 shares; 2026Q1: 15,841 shares; 2026Q2: 19,408 shares 19,408 $1.78M 0.08% +3,567 Timeline BBUS 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: 11,918 shares; 2025Q2: 14,381 shares; 2025Q3: 14,539 shares; 2025Q4: 13,644 shares; 2026Q1: 13,163 shares; 2026Q2: 13,163 shares 13,163 $1.77M 0.08% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,400 shares 6,400 $1.77M 0.08% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,156 shares; 2024Q4: 7,331 shares; 2025Q1: 7,566 shares; 2025Q2: 4,712 shares; 2025Q3: 4,734 shares; 2025Q4: 4,760 shares; 2026Q1: 5,102 shares; 2026Q2: 5,173 shares 5,173 $1.77M 0.08% +71 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,636 shares; 2024Q4: 1,521 shares; 2025Q1: not reported; 2025Q2: 10,326 shares; 2025Q3: 10,326 shares; 2025Q4: 10,302 shares; 2026Q1: 10,271 shares; 2026Q2: 4,741 shares 4,741 $1.76M 0.08% -5,530 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: 35,079 shares; 2024Q4: 40,093 shares; 2025Q1: 43,926 shares; 2025Q2: 33,460 shares; 2025Q3: 34,052 shares; 2025Q4: 30,893 shares; 2026Q1: 29,589 shares; 2026Q2: 28,541 shares 28,541 $1.75M 0.08% -1,048 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: 25,746 shares; 2025Q4: 54,015 shares; 2026Q1: 68,725 shares; 2026Q2: 72,920 shares 72,920 $1.73M 0.08% +4,195 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,316 shares; 2025Q1: 8,430 shares; 2025Q2: 9,724 shares; 2025Q3: 9,633 shares; 2025Q4: 8,561 shares; 2026Q1: 8,508 shares; 2026Q2: 8,348 shares 8,348 $1.72M 0.08% -160 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: 17,745 shares; 2024Q4: 19,346 shares; 2025Q1: 20,699 shares; 2025Q2: 22,949 shares; 2025Q3: 25,400 shares; 2025Q4: 26,244 shares; 2026Q1: 38,089 shares; 2026Q2: 40,618 shares 40,618 $1.72M 0.08% +2,529 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: 85,755 shares; 2024Q4: 141,049 shares; 2025Q1: 142,294 shares; 2025Q2: 87,137 shares; 2025Q3: 89,465 shares; 2025Q4: 93,038 shares; 2026Q1: 90,589 shares; 2026Q2: 71,165 shares 71,165 $1.71M 0.08% -19,424 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,326 shares; 2024Q4: 23,659 shares; 2025Q1: 22,573 shares; 2025Q2: 22,545 shares; 2025Q3: 22,458 shares; 2025Q4: 21,767 shares; 2026Q1: 23,303 shares; 2026Q2: 21,889 shares 21,889 $1.71M 0.08% -1,414 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: 17,198 shares; 2024Q4: 17,296 shares; 2025Q1: 14,244 shares; 2025Q2: 13,956 shares; 2025Q3: 14,000 shares; 2025Q4: 13,955 shares; 2026Q1: 13,536 shares; 2026Q2: 14,585 shares 14,585 $1.7M 0.08% +1,049 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: 20,223 shares; 2024Q4: 20,742 shares; 2025Q1: 13,434 shares; 2025Q2: 12,334 shares; 2025Q3: 11,487 shares; 2025Q4: 11,234 shares; 2026Q1: 10,074 shares; 2026Q2: 9,442 shares 9,442 $1.69M 0.08% -632 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850 shares; 2024Q4: 1,675 shares; 2025Q1: 1,626 shares; 2025Q2: 5,131 shares; 2025Q3: 5,019 shares; 2025Q4: 5,540 shares; 2026Q1: 5,257 shares; 2026Q2: 5,381 shares 5,381 $1.68M 0.08% +124 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: 35,830 shares; 2024Q4: 37,348 shares; 2025Q1: 30,728 shares; 2025Q2: 30,205 shares; 2025Q3: 19,578 shares; 2025Q4: 19,820 shares; 2026Q1: 19,387 shares; 2026Q2: 14,274 shares 14,274 $1.67M 0.08% -5,113 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,387 shares; 2025Q4: 21,976 shares; 2026Q1: 33,251 shares; 2026Q2: 34,519 shares 34,519 $1.67M 0.08% +1,268 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,540 shares; 2024Q4: 8,859 shares; 2025Q1: 8,635 shares; 2025Q2: 9,095 shares; 2025Q3: 9,152 shares; 2025Q4: 9,339 shares; 2026Q1: 9,428 shares; 2026Q2: 9,420 shares 9,420 $1.66M 0.08% -8 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,335 shares; 2024Q4: 16,376 shares; 2025Q1: 11,713 shares; 2025Q2: 14,898 shares; 2025Q3: 17,040 shares; 2025Q4: 26,010 shares; 2026Q1: 30,066 shares; 2026Q2: 36,631 shares 36,631 $1.65M 0.08% +6,565 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,711 shares; 2024Q4: 8,616 shares; 2025Q1: 7,677 shares; 2025Q2: 7,548 shares; 2025Q3: 7,252 shares; 2025Q4: 7,273 shares; 2026Q1: 7,148 shares; 2026Q2: 6,797 shares 6,797 $1.65M 0.08% -351 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: 16,656 shares; 2025Q2: 23,868 shares; 2025Q3: 30,802 shares; 2025Q4: 40,667 shares; 2026Q1: 41,714 shares; 2026Q2: 40,464 shares 40,464 $1.62M 0.08% -1,250 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,872 shares; 2024Q4: 26,782 shares; 2025Q1: 33,904 shares; 2025Q2: 36,915 shares; 2025Q3: 46,593 shares; 2025Q4: 54,873 shares; 2026Q1: 61,547 shares; 2026Q2: 67,316 shares 67,316 $1.61M 0.08% +5,769 Timeline PAUG 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: 33,064 shares; 2024Q4: 33,031 shares; 2025Q1: 32,969 shares; 2025Q2: 32,771 shares; 2025Q3: 33,863 shares; 2025Q4: 34,330 shares; 2026Q1: 34,399 shares; 2026Q2: 34,830 shares 34,830 $1.59M 0.08% +431 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,192 shares; 2024Q4: 9,201 shares; 2025Q1: 9,323 shares; 2025Q2: 10,018 shares; 2025Q3: 13,565 shares; 2025Q4: 14,918 shares; 2026Q1: 15,822 shares; 2026Q2: 16,298 shares 16,298 $1.57M 0.08% +476 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,137 shares; 2024Q4: 29,954 shares; 2025Q1: 29,496 shares; 2025Q2: 29,125 shares; 2025Q3: 28,845 shares; 2025Q4: 28,500 shares; 2026Q1: 28,290 shares; 2026Q2: 27,949 shares 27,949 $1.57M 0.08% -341 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,648 shares; 2024Q4: 92,447 shares; 2025Q1: 92,968 shares; 2025Q2: 94,063 shares; 2025Q3: 96,690 shares; 2025Q4: 98,337 shares; 2026Q1: 94,616 shares; 2026Q2: 98,614 shares 98,614 $1.56M 0.07% +3,998 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,550 shares; 2026Q1: 81,112 shares; 2026Q2: 81,126 shares 81,126 $1.55M 0.07% +14 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,216 shares; 2024Q4: 12,974 shares; 2025Q1: 13,450 shares; 2025Q2: 13,272 shares; 2025Q3: 13,270 shares; 2025Q4: 14,053 shares; 2026Q1: 14,620 shares; 2026Q2: 16,920 shares 16,920 $1.55M 0.07% +2,300 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,489 shares; 2024Q4: 14,511 shares; 2025Q1: 17,986 shares; 2025Q2: 19,818 shares; 2025Q3: 23,981 shares; 2025Q4: 22,978 shares; 2026Q1: 28,963 shares; 2026Q2: 32,714 shares 32,714 $1.54M 0.07% +3,751 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028 shares; 2026Q2: 2,031 shares 2,031 $1.54M 0.07% +3 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,020 shares; 2024Q4: not reported; 2025Q1: 97,745 shares; 2025Q2: not reported; 2025Q3: 38,295 shares; 2025Q4: 38,725 shares; 2026Q1: 36,325 shares; 2026Q2: 36,825 shares 36,825 $1.53M 0.07% +500 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: 25,044 shares; 2024Q4: 23,234 shares; 2025Q1: 23,890 shares; 2025Q2: 25,944 shares; 2025Q3: 17,494 shares; 2025Q4: 18,358 shares; 2026Q1: 19,255 shares; 2026Q2: 18,838 shares 18,838 $1.53M 0.07% -417 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: 32,361 shares; 2024Q4: 29,350 shares; 2025Q1: 25,356 shares; 2025Q2: 25,666 shares; 2025Q3: 26,040 shares; 2025Q4: 26,392 shares; 2026Q1: 27,266 shares; 2026Q2: 26,751 shares 26,751 $1.52M 0.07% -515 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,636 shares; 2024Q4: 7,130 shares; 2025Q1: 6,899 shares; 2025Q2: 6,715 shares; 2025Q3: 6,377 shares; 2025Q4: 12,020 shares; 2026Q1: 13,088 shares; 2026Q2: 12,934 shares 12,934 $1.52M 0.07% -154 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: 182,701 shares; 2024Q4: 200,074 shares; 2025Q1: 25,590 shares; 2025Q2: 34,979 shares; 2025Q3: 41,367 shares; 2025Q4: 44,366 shares; 2026Q1: 45,159 shares; 2026Q2: 51,258 shares 51,258 $1.51M 0.07% +6,099 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,309 shares; 2024Q4: 27,210 shares; 2025Q1: 29,760 shares; 2025Q2: 34,961 shares; 2025Q3: 37,163 shares; 2025Q4: 37,473 shares; 2026Q1: 40,223 shares; 2026Q2: 43,461 shares 43,461 $1.5M 0.07% +3,238 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,438 shares; 2026Q1: 34,783 shares; 2026Q2: 35,303 shares 35,303 $1.49M 0.07% +520 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,001 shares; 2024Q4: 92,815 shares; 2025Q1: 89,697 shares; 2025Q2: 90,258 shares; 2025Q3: 90,824 shares; 2025Q4: 109,797 shares; 2026Q1: 115,260 shares; 2026Q2: 106,847 shares 106,847 $1.49M 0.07% -8,413 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,530 shares; 2024Q4: 21,463 shares; 2025Q1: 20,865 shares; 2025Q2: 20,838 shares; 2025Q3: 20,784 shares; 2025Q4: 20,220 shares; 2026Q1: 19,940 shares; 2026Q2: 19,651 shares 19,651 $1.48M 0.07% -289 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: 16,831 shares; 2024Q4: 49,809 shares; 2025Q1: 60,717 shares; 2025Q2: 59,829 shares; 2025Q3: 59,366 shares; 2025Q4: 47,284 shares; 2026Q1: 47,874 shares; 2026Q2: 47,546 shares 47,546 $1.48M 0.07% -328 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 285,535 shares; 2025Q4: 325,129 shares; 2026Q1: 176,710 shares; 2026Q2: 177,460 shares 177,460 $1.46M 0.07% +750 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,554 shares; 2024Q4: 13,880 shares; 2025Q1: 11,671 shares; 2025Q2: 11,782 shares; 2025Q3: 11,459 shares; 2025Q4: 16,520 shares; 2026Q1: 15,584 shares; 2026Q2: 13,928 shares 13,928 $1.45M 0.07% -1,656 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: 16,650 shares; 2024Q4: 18,373 shares; 2025Q1: 19,240 shares; 2025Q2: 19,572 shares; 2025Q3: 18,351 shares; 2025Q4: 17,481 shares; 2026Q1: 19,895 shares; 2026Q2: 19,570 shares 19,570 $1.44M 0.07% -325 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: 19,564 shares; 2024Q4: 20,108 shares; 2025Q1: 5,189 shares; 2025Q2: 4,943 shares; 2025Q3: 4,827 shares; 2025Q4: 4,788 shares; 2026Q1: 4,751 shares; 2026Q2: 4,690 shares 4,690 $1.42M 0.07% -61 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: 1,244 shares; 2024Q4: 2,406 shares; 2025Q1: 2,416 shares; 2025Q2: 2,428 shares; 2025Q3: 2,438 shares; 2025Q4: 2,418 shares; 2026Q1: 5,307 shares; 2026Q2: 5,768 shares 5,768 $1.42M 0.07% +461 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,387 shares; 2024Q4: 95,992 shares; 2025Q1: 101,406 shares; 2025Q2: 112,759 shares; 2025Q3: 114,834 shares; 2025Q4: 139,134 shares; 2026Q1: 153,218 shares; 2026Q2: 52,493 shares 52,493 $1.42M 0.07% -100,725 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: 4,944 shares; 2024Q4: 4,920 shares; 2025Q1: 5,183 shares; 2025Q2: 6,034 shares; 2025Q3: 7,278 shares; 2025Q4: 5,731 shares; 2026Q1: 6,238 shares; 2026Q2: 6,470 shares 6,470 $1.42M 0.07% +232 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,217 shares; 2024Q4: 10,372 shares; 2025Q1: 11,035 shares; 2025Q2: 11,324 shares; 2025Q3: 12,461 shares; 2025Q4: 12,544 shares; 2026Q1: 14,350 shares; 2026Q2: 14,905 shares 14,905 $1.42M 0.07% +555 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: 13,839 shares; 2024Q4: 14,509 shares; 2025Q1: 13,658 shares; 2025Q2: 13,671 shares; 2025Q3: 13,637 shares; 2025Q4: 13,188 shares; 2026Q1: 13,573 shares; 2026Q2: 13,228 shares 13,228 $1.42M 0.07% -345 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: 5,329 shares; 2024Q4: 5,332 shares; 2025Q1: 10,206 shares; 2025Q2: 10,343 shares; 2025Q3: 11,293 shares; 2025Q4: 14,614 shares; 2026Q1: 16,667 shares; 2026Q2: 16,519 shares 16,519 $1.41M 0.07% -148 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,826 shares; 2025Q4: 50,230 shares; 2026Q1: 56,810 shares; 2026Q2: 58,474 shares 58,474 $1.41M 0.07% +1,664 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,622 shares; 2024Q4: 3,627 shares; 2025Q1: 3,640 shares; 2025Q2: 3,642 shares; 2025Q3: 3,606 shares; 2025Q4: 3,558 shares; 2026Q1: 4,024 shares; 2026Q2: 4,420 shares 4,420 $1.39M 0.07% +396 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,197 shares; 2024Q4: 13,890 shares; 2025Q1: 15,409 shares; 2025Q2: 15,189 shares; 2025Q3: 15,069 shares; 2025Q4: 16,146 shares; 2026Q1: 16,566 shares; 2026Q2: 18,047 shares 18,047 $1.39M 0.07% +1,481 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 10,205 shares 10,205 $1.38M 0.07% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,603 shares; 2024Q4: 3,608 shares; 2025Q1: 4,019 shares; 2025Q2: 3,988 shares; 2025Q3: 4,429 shares; 2025Q4: 4,326 shares; 2026Q1: 4,376 shares; 2026Q2: 4,604 shares 4,604 $1.38M 0.07% +228 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,961 shares; 2024Q4: 7,258 shares; 2025Q1: 7,894 shares; 2025Q2: 8,492 shares; 2025Q3: 8,429 shares; 2025Q4: 8,500 shares; 2026Q1: 7,822 shares; 2026Q2: 7,891 shares 7,891 $1.38M 0.07% +69 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: 3,851 shares; 2024Q4: 3,642 shares; 2025Q1: 3,923 shares; 2025Q2: 3,828 shares; 2025Q3: 4,080 shares; 2025Q4: 4,009 shares; 2026Q1: 4,168 shares; 2026Q2: 4,604 shares 4,604 $1.37M 0.07% +436 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,532 shares; 2026Q2: 3,601 shares 3,601 $1.37M 0.07% +69 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: 18,985 shares; 2024Q4: 19,874 shares; 2025Q1: 21,247 shares; 2025Q2: 7,234 shares; 2025Q3: 7,073 shares; 2025Q4: 7,050 shares; 2026Q1: 6,727 shares; 2026Q2: 7,383 shares 7,383 $1.36M 0.07% +656 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,432 shares; 2024Q4: 2,703 shares; 2025Q1: 1,585 shares; 2025Q2: 1,599 shares; 2025Q3: 1,574 shares; 2025Q4: 2,448 shares; 2026Q1: 2,547 shares; 2026Q2: 2,669 shares 2,669 $1.36M 0.06% +122 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: 930 shares; 2024Q4: 943 shares; 2025Q1: 1,001 shares; 2025Q2: 2,046 shares; 2025Q3: 2,006 shares; 2025Q4: 2,001 shares; 2026Q1: 2,079 shares; 2026Q2: 2,071 shares 2,071 $1.36M 0.06% -8 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,115 shares; 2024Q4: 4,159 shares; 2025Q1: 13,317 shares; 2025Q2: 13,520 shares; 2025Q3: 14,079 shares; 2025Q4: 14,093 shares; 2026Q1: 14,143 shares; 2026Q2: 16,380 shares 16,380 $1.35M 0.06% +2,237 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,688 shares; 2024Q4: 10,690 shares; 2025Q1: 13,300 shares; 2025Q2: 14,205 shares; 2025Q3: 15,539 shares; 2025Q4: 18,527 shares; 2026Q1: 20,663 shares; 2026Q2: 20,586 shares 20,586 $1.35M 0.06% -77 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,010 shares; 2024Q4: 13,551 shares; 2025Q1: 13,251 shares; 2025Q2: 29,836 shares; 2025Q3: 27,193 shares; 2025Q4: 26,828 shares; 2026Q1: 26,828 shares; 2026Q2: 26,728 shares 26,728 $1.34M 0.06% -100 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,222 shares; 2025Q1: 8,941 shares; 2025Q2: 19,708 shares; 2025Q3: 19,708 shares; 2025Q4: 25,680 shares; 2026Q1: 26,755 shares; 2026Q2: 27,060 shares 27,060 $1.34M 0.06% +305 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: 4,607 shares; 2024Q4: 6,070 shares; 2025Q1: 11,329 shares; 2025Q2: 9,753 shares; 2025Q3: 10,327 shares; 2025Q4: 10,813 shares; 2026Q1: 13,483 shares; 2026Q2: 13,111 shares 13,111 $1.32M 0.06% -372 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: 4,162 shares; 2024Q4: 4,260 shares; 2025Q1: 4,255 shares; 2025Q2: 5,302 shares; 2025Q3: 5,657 shares; 2025Q4: 8,045 shares; 2026Q1: 8,215 shares; 2026Q2: 8,403 shares 8,403 $1.31M 0.06% +188 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; 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: 5,223 shares 5,223 $1.31M 0.06% new 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: 2,970 shares; 2024Q4: 2,613 shares; 2025Q1: 2,085 shares; 2025Q2: 2,896 shares; 2025Q3: 2,808 shares; 2025Q4: 2,950 shares; 2026Q1: 2,723 shares; 2026Q2: 10,513 shares 10,513 $1.31M 0.06% +7,790 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 369 shares; 2026Q2: 404 shares 404 $1.29M 0.06% +35 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,215 shares; 2026Q1: 49,453 shares; 2026Q2: 54,091 shares 54,091 $1.28M 0.06% +4,638 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: 1,144 shares; 2024Q4: 1,146 shares; 2025Q1: 1,104 shares; 2025Q2: 1,077 shares; 2025Q3: 1,074 shares; 2025Q4: 1,328 shares; 2026Q1: 1,322 shares; 2026Q2: 10,711 shares 10,711 $1.28M 0.06% +9,389 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: 15,665 shares; 2024Q4: 15,705 shares; 2025Q1: 15,249 shares; 2025Q2: 15,463 shares; 2025Q3: 15,476 shares; 2025Q4: 15,360 shares; 2026Q1: 15,392 shares; 2026Q2: 15,407 shares 15,407 $1.28M 0.06% +15 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,305 shares; 2024Q4: 6,330 shares; 2025Q1: 6,427 shares; 2025Q2: 6,732 shares; 2025Q3: 7,491 shares; 2025Q4: 8,243 shares; 2026Q1: 8,179 shares; 2026Q2: 8,730 shares 8,730 $1.28M 0.06% +551 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: 10,880 shares; 2025Q1: 11,978 shares; 2025Q2: 11,978 shares; 2025Q3: 26,645 shares; 2025Q4: 26,955 shares; 2026Q1: 27,469 shares; 2026Q2: 28,315 shares 28,315 $1.28M 0.06% +846 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: 33,332 shares; 2024Q4: 30,201 shares; 2025Q1: 29,176 shares; 2025Q2: 30,473 shares; 2025Q3: 30,260 shares; 2025Q4: 29,872 shares; 2026Q1: 28,626 shares; 2026Q2: 26,105 shares 26,105 $1.27M 0.06% -2,521 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 6,785 shares; 2026Q2: 13,413 shares 13,413 $1.27M 0.06% +6,628 Timeline SFLO 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: 29,374 shares; 2025Q1: 31,640 shares; 2025Q2: 34,653 shares; 2025Q3: 34,782 shares; 2025Q4: 33,723 shares; 2026Q1: 35,858 shares; 2026Q2: 37,086 shares 37,086 $1.27M 0.06% +1,228 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 2,346 shares; 2025Q4: 3,234 shares; 2026Q1: 3,200 shares; 2026Q2: 4,688 shares 4,688 $1.27M 0.06% +1,488 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,250 shares; 2024Q4: 34,250 shares; 2025Q1: 34,250 shares; 2025Q2: 34,250 shares; 2025Q3: 32,766 shares; 2025Q4: 24,883 shares; 2026Q1: 24,883 shares; 2026Q2: 24,883 shares 24,883 $1.27M 0.06% 0 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: 7,125 shares; 2024Q4: 7,255 shares; 2025Q1: 6,178 shares; 2025Q2: 6,442 shares; 2025Q3: 6,130 shares; 2025Q4: 6,087 shares; 2026Q1: 6,149 shares; 2026Q2: 5,669 shares 5,669 $1.26M 0.06% -480 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: 6,933 shares; 2024Q4: 6,013 shares; 2025Q1: 6,013 shares; 2025Q2: 7,678 shares; 2025Q3: 7,732 shares; 2025Q4: 12,746 shares; 2026Q1: 11,963 shares; 2026Q2: 13,080 shares 13,080 $1.25M 0.06% +1,117 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,107 shares; 2024Q4: 56,507 shares; 2025Q1: 54,507 shares; 2025Q2: 54,807 shares; 2025Q3: 54,807 shares; 2025Q4: 50,090 shares; 2026Q1: 51,280 shares; 2026Q2: 50,562 shares 50,562 $1.25M 0.06% -718 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,417 shares; 2025Q4: 18,030 shares; 2026Q1: 18,336 shares; 2026Q2: 20,871 shares 20,871 $1.24M 0.06% +2,535 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: 5,517 shares; 2024Q4: 6,005 shares; 2025Q1: 5,505 shares; 2025Q2: 5,563 shares; 2025Q3: 5,573 shares; 2025Q4: 6,296 shares; 2026Q1: 6,652 shares; 2026Q2: 6,678 shares 6,678 $1.24M 0.06% +26 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,191 shares; 2025Q4: 13,989 shares; 2026Q1: 18,372 shares; 2026Q2: 18,117 shares 18,117 $1.23M 0.06% -255 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: 13,910 shares; 2024Q4: 28,251 shares; 2025Q1: 28,251 shares; 2025Q2: 34,432 shares; 2025Q3: 40,336 shares; 2025Q4: 52,427 shares; 2026Q1: 41,603 shares; 2026Q2: 44,544 shares 44,544 $1.23M 0.06% +2,941 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,305 shares; 2026Q1: 25,000 shares; 2026Q2: 27,290 shares 27,290 $1.23M 0.06% +2,290 Timeline XPND 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: 34,096 shares; 2025Q2: 32,463 shares; 2025Q3: 32,213 shares; 2025Q4: 31,156 shares; 2026Q1: 29,722 shares; 2026Q2: 29,064 shares 29,064 $1.22M 0.06% -658 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,857 shares; 2025Q2: 91,899 shares; 2025Q3: 31,951 shares; 2025Q4: 35,537 shares; 2026Q1: 42,621 shares; 2026Q2: 51,820 shares 51,820 $1.21M 0.06% +9,199 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,518 shares; 2024Q4: 1,453 shares; 2025Q1: 1,422 shares; 2025Q2: 1,419 shares; 2025Q3: 1,408 shares; 2025Q4: 1,268 shares; 2026Q1: 1,264 shares; 2026Q2: 1,241 shares 1,241 $1.21M 0.06% -23 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: 5,765 shares; 2024Q4: 3,840 shares; 2025Q1: 3,940 shares; 2025Q2: 3,630 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares; 2026Q1: 3,992 shares; 2026Q2: 4,001 shares 4,001 $1.21M 0.06% +9 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,734 shares; 2024Q4: 14,062 shares; 2025Q1: 14,429 shares; 2025Q2: 15,086 shares; 2025Q3: 15,160 shares; 2025Q4: 14,994 shares; 2026Q1: 15,177 shares; 2026Q2: 15,442 shares 15,442 $1.21M 0.06% +265 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,716 shares; 2024Q4: 6,282 shares; 2025Q1: 6,450 shares; 2025Q2: 6,828 shares; 2025Q3: 7,276 shares; 2025Q4: 7,856 shares; 2026Q1: 7,947 shares; 2026Q2: 7,449 shares 7,449 $1.21M 0.06% -498 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,597 shares 9,597 $1.2M 0.06% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,430 shares; 2024Q4: 21,431 shares; 2025Q1: 21,432 shares; 2025Q2: 21,433 shares; 2025Q3: 31,435 shares; 2025Q4: 32,071 shares; 2026Q1: 32,072 shares; 2026Q2: 32,073 shares 32,073 $1.19M 0.06% +1 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,740 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,997 shares 55,997 $1.18M 0.06% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,204 shares; 2025Q3: 29,444 shares; 2025Q4: 29,921 shares; 2026Q1: 30,071 shares; 2026Q2: 29,997 shares 29,997 $1.18M 0.06% -74 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: 27,082 shares; 2024Q4: 25,278 shares; 2025Q1: 31,035 shares; 2025Q2: 33,465 shares; 2025Q3: 34,663 shares; 2025Q4: 35,036 shares; 2026Q1: 36,006 shares; 2026Q2: 42,865 shares 42,865 $1.17M 0.06% +6,859 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: 11,039 shares; 2024Q4: 11,315 shares; 2025Q1: 11,164 shares; 2025Q2: 11,154 shares; 2025Q3: 10,657 shares; 2025Q4: 10,449 shares; 2026Q1: 10,627 shares; 2026Q2: 9,919 shares 9,919 $1.17M 0.06% -708 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,860 shares; 2024Q4: 3,922 shares; 2025Q1: 3,021 shares; 2025Q2: 2,939 shares; 2025Q3: 2,959 shares; 2025Q4: 2,967 shares; 2026Q1: 2,887 shares; 2026Q2: 2,852 shares 2,852 $1.16M 0.06% -35 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $1.16M 0.06% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,853 shares; 2024Q4: 6,757 shares; 2025Q1: 5,272 shares; 2025Q2: 5,258 shares; 2025Q3: 5,373 shares; 2025Q4: 8,039 shares; 2026Q1: 8,081 shares; 2026Q2: 7,869 shares 7,869 $1.15M 0.06% -212 Timeline PDEC 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: 28,126 shares; 2024Q4: 34,740 shares; 2025Q1: 37,090 shares; 2025Q2: 40,229 shares; 2025Q3: 40,183 shares; 2025Q4: 25,348 shares; 2026Q1: 25,451 shares; 2026Q2: 24,966 shares 24,966 $1.15M 0.05% -485 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,370 shares; 2024Q4: 11,771 shares; 2025Q1: 11,373 shares; 2025Q2: 11,495 shares; 2025Q3: 11,597 shares; 2025Q4: 11,658 shares; 2026Q1: 11,834 shares; 2026Q2: 11,883 shares 11,883 $1.15M 0.05% +49 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: not reported; 2025Q2: not reported; 2025Q3: 14,188 shares; 2025Q4: 19,977 shares; 2026Q1: 24,051 shares; 2026Q2: 28,100 shares 28,100 $1.14M 0.05% +4,049 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: 10,175 shares; 2024Q4: 9,921 shares; 2025Q1: 8,214 shares; 2025Q2: 8,278 shares; 2025Q3: 8,314 shares; 2025Q4: 7,812 shares; 2026Q1: 7,996 shares; 2026Q2: 7,880 shares 7,880 $1.14M 0.05% -116 Timeline LTTI 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: 13,300 shares; 2025Q2: 38,435 shares; 2025Q3: 45,425 shares; 2025Q4: 60,008 shares; 2026Q1: 59,952 shares; 2026Q2: 61,705 shares 61,705 $1.14M 0.05% +1,753 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,858 shares; 2024Q4: 6,150 shares; 2025Q1: 6,690 shares; 2025Q2: 6,047 shares; 2025Q3: 5,932 shares; 2025Q4: 13,910 shares; 2026Q1: 19,015 shares; 2026Q2: 19,741 shares 19,741 $1.14M 0.05% +726 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,778 shares; 2024Q4: 6,902 shares; 2025Q1: 7,007 shares; 2025Q2: 7,534 shares; 2025Q3: 7,514 shares; 2025Q4: 7,628 shares; 2026Q1: 7,716 shares; 2026Q2: 7,566 shares 7,566 $1.14M 0.05% -150 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: 12,441 shares; 2024Q4: 12,237 shares; 2025Q1: 8,704 shares; 2025Q2: 2,111 shares; 2025Q3: 2,047 shares; 2025Q4: 2,563 shares; 2026Q1: 2,837 shares; 2026Q2: 2,703 shares 2,703 $1.12M 0.05% -134 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,868 shares; 2024Q4: 2,155 shares; 2025Q1: 2,129 shares; 2025Q2: 2,129 shares; 2025Q3: 2,166 shares; 2025Q4: 2,534 shares; 2026Q1: 5,945 shares; 2026Q2: 6,155 shares 6,155 $1.11M 0.05% +210 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,468 shares; 2024Q4: 30,818 shares; 2025Q1: 27,040 shares; 2025Q2: 27,759 shares; 2025Q3: 28,990 shares; 2025Q4: 25,266 shares; 2026Q1: 24,093 shares; 2026Q2: 22,344 shares 22,344 $1.11M 0.05% -1,749 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,572 shares 28,572 $1.1M 0.05% new 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: 30,689 shares; 2024Q4: 28,966 shares; 2025Q1: 29,004 shares; 2025Q2: 30,902 shares; 2025Q3: 31,393 shares; 2025Q4: 30,550 shares; 2026Q1: 31,174 shares; 2026Q2: 11,434 shares 11,434 $1.09M 0.05% -19,740 Timeline RSPA 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: 10,765 shares; 2026Q1: 14,830 shares; 2026Q2: 20,472 shares 20,472 $1.09M 0.05% +5,642 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: 30,363 shares; 2024Q4: 29,937 shares; 2025Q1: 29,496 shares; 2025Q2: 29,244 shares; 2025Q3: 3,860 shares; 2025Q4: 8,735 shares; 2026Q1: 7,535 shares; 2026Q2: 6,835 shares 6,835 $1.08M 0.05% -700 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,265 shares; 2024Q4: 4,261 shares; 2025Q1: 3,750 shares; 2025Q2: 4,314 shares; 2025Q3: 4,590 shares; 2025Q4: 4,994 shares; 2026Q1: 4,994 shares; 2026Q2: 5,083 shares 5,083 $1.08M 0.05% +89 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: 9,120 shares; 2024Q4: 9,120 shares; 2025Q1: 8,970 shares; 2025Q2: 8,970 shares; 2025Q3: 8,970 shares; 2025Q4: 17,733 shares; 2026Q1: 21,087 shares; 2026Q2: 21,237 shares 21,237 $1.07M 0.05% +150 Timeline CGMU 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: 13,700 shares; 2024Q4: 16,700 shares; 2025Q1: 19,600 shares; 2025Q2: 23,600 shares; 2025Q3: 25,455 shares; 2025Q4: 27,455 shares; 2026Q1: 35,525 shares; 2026Q2: 38,941 shares 38,941 $1.07M 0.05% +3,416 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,883 shares; 2024Q4: 5,069 shares; 2025Q1: 4,272 shares; 2025Q2: 4,351 shares; 2025Q3: 4,642 shares; 2025Q4: 4,620 shares; 2026Q1: 4,678 shares; 2026Q2: 4,765 shares 4,765 $1.07M 0.05% +87 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,974 shares; 2024Q4: 42,208 shares; 2025Q1: 41,858 shares; 2025Q2: 41,852 shares; 2025Q3: 36,579 shares; 2025Q4: 34,577 shares; 2026Q1: 11,527 shares; 2026Q2: 11,378 shares 11,378 $1.06M 0.05% -149 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,212 shares; 2026Q2: 39,972 shares 39,972 $1.06M 0.05% -240 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,679 shares; 2024Q4: 8,925 shares; 2025Q1: 9,104 shares; 2025Q2: 9,087 shares; 2025Q3: 8,878 shares; 2025Q4: 8,046 shares; 2026Q1: 7,959 shares; 2026Q2: 7,872 shares 7,872 $1.04M 0.05% -87 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,656 shares; 2024Q4: 8,771 shares; 2025Q1: 9,464 shares; 2025Q2: 9,679 shares; 2025Q3: 10,598 shares; 2025Q4: 10,720 shares; 2026Q1: 10,896 shares; 2026Q2: 11,651 shares 11,651 $1.03M 0.05% +755 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: 50,033 shares; 2024Q4: 47,884 shares; 2025Q1: 47,781 shares; 2025Q2: 47,911 shares; 2025Q3: 46,482 shares; 2025Q4: 48,207 shares; 2026Q1: 50,093 shares; 2026Q2: 49,793 shares 49,793 $1.03M 0.05% -300 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,818 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,386 shares; 2025Q4: 2,878 shares; 2026Q1: 2,848 shares; 2026Q2: 2,961 shares 2,961 $1.02M 0.05% +113 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,139 shares; 2025Q4: 7,676 shares; 2026Q1: 13,778 shares; 2026Q2: 14,945 shares 14,945 $1.02M 0.05% +1,167 Timeline CSHI 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: 7,294 shares; 2025Q3: 5,682 shares; 2025Q4: 5,682 shares; 2026Q1: 6,582 shares; 2026Q2: 20,405 shares 20,405 $1.02M 0.05% +13,823 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: 10,809 shares; 2024Q4: 20,201 shares; 2025Q1: 21,535 shares; 2025Q2: 16,138 shares; 2025Q3: 15,923 shares; 2025Q4: 16,201 shares; 2026Q1: 12,377 shares; 2026Q2: 20,094 shares 20,094 $1.02M 0.05% +7,717 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,367 shares; 2024Q4: 9,769 shares; 2025Q1: 9,475 shares; 2025Q2: 9,795 shares; 2025Q3: 9,548 shares; 2025Q4: 9,680 shares; 2026Q1: 9,851 shares; 2026Q2: 9,821 shares 9,821 $1M 0.05% -30 Timeline EMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,073 shares; 2024Q4: 17,053 shares; 2025Q1: 20,217 shares; 2025Q2: 19,850 shares; 2025Q3: 19,672 shares; 2025Q4: 18,746 shares; 2026Q1: 19,328 shares; 2026Q2: 22,275 shares 22,275 $1M 0.05% +2,947 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,091 shares; 2026Q1: 22,916 shares; 2026Q2: 22,184 shares 22,184 $1M 0.05% -732 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,000 shares; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 13,000 shares; 2026Q2: 8,900 shares 8,900 $1000K 0.05% -4,100 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: 7,677 shares; 2024Q4: 7,680 shares; 2025Q1: 7,684 shares; 2025Q2: 7,687 shares; 2025Q3: 7,690 shares; 2025Q4: 7,769 shares; 2026Q1: 7,776 shares; 2026Q2: 7,814 shares 7,814 $999K 0.05% +38 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: 3,543 shares; 2024Q4: 4,613 shares; 2025Q1: 6,433 shares; 2025Q2: 9,297 shares; 2025Q3: 9,363 shares; 2025Q4: 9,673 shares; 2026Q1: 7,397 shares; 2026Q2: 7,305 shares 7,305 $999K 0.05% -92 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: 5,149 shares; 2024Q4: 3,753 shares; 2025Q1: 3,854 shares; 2025Q2: 3,405 shares; 2025Q3: 3,414 shares; 2025Q4: 3,588 shares; 2026Q1: 3,189 shares; 2026Q2: 3,665 shares 3,665 $997K 0.05% +476 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,842 shares; 2024Q4: 87,312 shares; 2025Q1: 89,409 shares; 2025Q2: 88,088 shares; 2025Q3: 88,167 shares; 2025Q4: 87,852 shares; 2026Q1: 86,686 shares; 2026Q2: 85,337 shares 85,337 $995K 0.05% -1,349 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,365 shares; 2024Q4: 7,425 shares; 2025Q1: 7,937 shares; 2025Q2: 8,075 shares; 2025Q3: 8,865 shares; 2025Q4: 8,246 shares; 2026Q1: 7,843 shares; 2026Q2: 7,603 shares 7,603 $981K 0.05% -240 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,126 shares 1,126 $966K 0.05% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,242 shares; 2024Q4: 37,821 shares; 2025Q1: 39,435 shares; 2025Q2: 40,478 shares; 2025Q3: 43,418 shares; 2025Q4: 33,216 shares; 2026Q1: 33,495 shares; 2026Q2: 34,092 shares 34,092 $961K 0.05% +597 Timeline BUFZ 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: 34,405 shares 34,405 $961K 0.05% new Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,478 shares; 2024Q4: 228,635 shares; 2025Q1: 236,994 shares; 2025Q2: 127,709 shares; 2025Q3: 120,424 shares; 2025Q4: 165,425 shares; 2026Q1: 168,246 shares; 2026Q2: 185,131 shares 185,131 $961K 0.05% +16,885 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: 6,981 shares; 2024Q4: 16,349 shares; 2025Q1: 15,080 shares; 2025Q2: 17,154 shares; 2025Q3: 17,223 shares; 2025Q4: 17,379 shares; 2026Q1: 20,353 shares; 2026Q2: 9,253 shares 9,253 $957K 0.05% -11,100 Timeline JANW 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: 34,508 shares; 2024Q4: 32,898 shares; 2025Q1: 25,522 shares; 2025Q2: 24,928 shares; 2025Q3: 24,553 shares; 2025Q4: 24,328 shares; 2026Q1: 23,809 shares; 2026Q2: 24,724 shares 24,724 $956K 0.05% +915 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: 3,900 shares; 2024Q4: 4,204 shares; 2025Q1: 3,980 shares; 2025Q2: 4,366 shares; 2025Q3: 4,982 shares; 2025Q4: 17,875 shares; 2026Q1: 19,914 shares; 2026Q2: 21,061 shares 21,061 $955K 0.05% +1,147 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,187 shares; 2024Q4: 15,588 shares; 2025Q1: 19,302 shares; 2025Q2: 15,491 shares; 2025Q3: 52,659 shares; 2025Q4: 58,365 shares; 2026Q1: 60,651 shares; 2026Q2: 53,293 shares 53,293 $953K 0.05% -7,358 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: 3,384 shares; 2024Q4: 3,531 shares; 2025Q1: 1,857 shares; 2025Q2: 2,032 shares; 2025Q3: 1,875 shares; 2025Q4: 1,627 shares; 2026Q1: 1,569 shares; 2026Q2: 1,482 shares 1,482 $950K 0.05% -87 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,070 shares; 2024Q4: 49,497 shares; 2025Q1: 50,580 shares; 2025Q2: 47,930 shares; 2025Q3: 48,352 shares; 2025Q4: 49,163 shares; 2026Q1: 50,219 shares; 2026Q2: 51,281 shares 51,281 $947K 0.05% +1,062 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: 2,177 shares; 2024Q4: 2,345 shares; 2025Q1: 2,737 shares; 2025Q2: 2,740 shares; 2025Q3: 2,708 shares; 2025Q4: 6,174 shares; 2026Q1: 6,203 shares; 2026Q2: 6,206 shares 6,206 $944K 0.05% +3 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: 6,748 shares; 2024Q4: 6,146 shares; 2025Q1: 6,558 shares; 2025Q2: 6,860 shares; 2025Q3: 6,953 shares; 2025Q4: 7,236 shares; 2026Q1: 8,182 shares; 2026Q2: 8,767 shares 8,767 $944K 0.05% +585 Timeline SJNK 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: 16,920 shares; 2024Q4: 11,102 shares; 2025Q1: 12,177 shares; 2025Q2: 11,955 shares; 2025Q3: 11,968 shares; 2025Q4: 33,610 shares; 2026Q1: 37,285 shares; 2026Q2: 37,523 shares 37,523 $939K 0.04% +238 Timeline SIXJ 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: 35,948 shares; 2024Q4: 33,283 shares; 2025Q1: 28,435 shares; 2025Q2: 29,252 shares; 2025Q3: 29,343 shares; 2025Q4: 27,434 shares; 2026Q1: 26,973 shares; 2026Q2: 25,745 shares 25,745 $939K 0.04% -1,228 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,465 shares; 2025Q3: 4,815 shares; 2025Q4: 9,736 shares; 2026Q1: 15,240 shares; 2026Q2: 15,310 shares 15,310 $931K 0.04% +70 Timeline BJUN 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: 32,310 shares; 2024Q4: 32,310 shares; 2025Q1: 32,155 shares; 2025Q2: 32,258 shares; 2025Q3: 32,259 shares; 2025Q4: 32,463 shares; 2026Q1: 32,252 shares; 2026Q2: 19,093 shares 19,093 $929K 0.04% -13,159 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,450 shares; 2024Q4: 9,551 shares; 2025Q1: 9,484 shares; 2025Q2: 12,989 shares; 2025Q3: 12,984 shares; 2025Q4: 12,571 shares; 2026Q1: 12,171 shares; 2026Q2: 12,171 shares 12,171 $924K 0.04% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 9,280 shares; 2025Q4: 22,780 shares; 2026Q1: 23,230 shares; 2026Q2: 27,830 shares 27,830 $918K 0.04% +4,600 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,129 shares; 2024Q4: 19,023 shares; 2025Q1: 16,363 shares; 2025Q2: 11,050 shares; 2025Q3: 11,291 shares; 2025Q4: 12,621 shares; 2026Q1: 7,459 shares; 2026Q2: 6,989 shares 6,989 $913K 0.04% -470 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,565 shares; 2024Q4: 14,815 shares; 2025Q1: 16,565 shares; 2025Q2: 16,230 shares; 2025Q3: 18,285 shares; 2025Q4: 18,860 shares; 2026Q1: 19,160 shares; 2026Q2: 18,695 shares 18,695 $907K 0.04% -465 Timeline FRPT FRESHPET INC More: the full row for FRESHPET 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: 15,295 shares 15,295 $904K 0.04% new Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000 $902K 0.04% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,881 shares; 2024Q4: 31,807 shares; 2025Q1: 35,158 shares; 2025Q2: 60,277 shares; 2025Q3: 68,871 shares; 2025Q4: 76,483 shares; 2026Q1: 78,044 shares; 2026Q2: 8,820 shares 8,820 $901K 0.04% -69,224 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,230 shares; 2024Q4: 8,062 shares; 2025Q1: 5,351 shares; 2025Q2: 4,739 shares; 2025Q3: 4,636 shares; 2025Q4: 4,703 shares; 2026Q1: 4,814 shares; 2026Q2: 4,716 shares 4,716 $898K 0.04% -98 Timeline VEGI 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: 19,248 shares; 2026Q2: 20,248 shares 20,248 $893K 0.04% +1,000 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,264 shares; 2024Q4: 45,447 shares; 2025Q1: 50,191 shares; 2025Q2: 47,930 shares; 2025Q3: 48,997 shares; 2025Q4: 43,180 shares; 2026Q1: 41,460 shares; 2026Q2: 38,545 shares 38,545 $892K 0.04% -2,915 Timeline ECOW 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: 22,881 shares; 2024Q4: 24,409 shares; 2025Q1: 29,102 shares; 2025Q2: 31,238 shares; 2025Q3: 34,004 shares; 2025Q4: 32,996 shares; 2026Q1: 32,703 shares; 2026Q2: 33,564 shares 33,564 $890K 0.04% +861 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,320 shares; 2024Q4: 30,857 shares; 2025Q1: 26,571 shares; 2025Q2: 27,361 shares; 2025Q3: 27,488 shares; 2025Q4: 25,815 shares; 2026Q1: 25,488 shares; 2026Q2: 24,741 shares 24,741 $887K 0.04% -747 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: 3,545 shares; 2025Q3: 2,974 shares; 2025Q4: 2,994 shares; 2026Q1: 2,677 shares; 2026Q2: 2,633 shares 2,633 $882K 0.04% -44 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,753 shares; 2024Q4: 18,757 shares; 2025Q1: 18,768 shares; 2025Q2: 18,823 shares; 2025Q3: 17,663 shares; 2025Q4: 16,015 shares; 2026Q1: 16,048 shares; 2026Q2: 16,211 shares 16,211 $879K 0.04% +163 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: 8,522 shares; 2024Q4: 9,760 shares; 2025Q1: 9,168 shares; 2025Q2: 9,329 shares; 2025Q3: 9,261 shares; 2025Q4: 10,259 shares; 2026Q1: 10,525 shares; 2026Q2: 11,083 shares 11,083 $876K 0.04% +558 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,740 shares; 2024Q4: 356,315 shares; 2025Q1: 358,315 shares; 2025Q2: 145,986 shares; 2025Q3: 130,086 shares; 2025Q4: 122,317 shares; 2026Q1: 122,317 shares; 2026Q2: 122,317 shares 122,317 $872K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,289 shares; 2025Q3: 2,841 shares; 2025Q4: 6,204 shares; 2026Q1: 5,982 shares; 2026Q2: 6,429 shares 6,429 $871K 0.04% +447 Timeline BSEP 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: 16,670 shares; 2025Q4: 16,625 shares; 2026Q1: 16,581 shares; 2026Q2: 16,349 shares 16,349 $862K 0.04% -232 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: 10,200 shares; 2024Q4: 9,459 shares; 2025Q1: 11,729 shares; 2025Q2: 11,663 shares; 2025Q3: 7,095 shares; 2025Q4: 9,509 shares; 2026Q1: 9,286 shares; 2026Q2: 8,955 shares 8,955 $862K 0.04% -331 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,617 shares; 2025Q4: 14,629 shares; 2026Q1: 14,829 shares; 2026Q2: 15,375 shares 15,375 $854K 0.04% +546 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: 8,447 shares; 2024Q4: 8,330 shares; 2025Q1: 6,195 shares; 2025Q2: 6,596 shares; 2025Q3: 6,612 shares; 2025Q4: 6,670 shares; 2026Q1: 6,828 shares; 2026Q2: 6,753 shares 6,753 $853K 0.04% -75 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,601 shares; 2025Q1: 7,701 shares; 2025Q2: 15,490 shares; 2025Q3: 15,234 shares; 2025Q4: 16,739 shares; 2026Q1: 19,055 shares; 2026Q2: 22,415 shares 22,415 $851K 0.04% +3,360 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: 28,922 shares; 2024Q4: 10,615 shares; 2025Q1: 10,872 shares; 2025Q2: 12,476 shares; 2025Q3: 12,564 shares; 2025Q4: 13,245 shares; 2026Q1: 13,441 shares; 2026Q2: 13,704 shares 13,704 $849K 0.04% +263 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,122 shares; 2024Q4: not reported; 2025Q1: 9,775 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,349 shares; 2026Q2: 20,523 shares 20,523 $848K 0.04% +13,174 Timeline JLS NUVEEN MORTGAGE AND INCOME F More: the full row for NUVEEN MORTGAGE AND INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,178 shares; 2024Q4: 53,178 shares; 2025Q1: 53,478 shares; 2025Q2: 53,178 shares; 2025Q3: 53,178 shares; 2025Q4: 48,428 shares; 2026Q1: 48,428 shares; 2026Q2: 48,428 shares 48,428 $846K 0.04% 0 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: 2,788 shares; 2025Q1: not reported; 2025Q2: 2,256 shares; 2025Q3: 6,064 shares; 2025Q4: 6,516 shares; 2026Q1: 7,392 shares; 2026Q2: 7,619 shares 7,619 $841K 0.04% +227 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: 19,860 shares; 2024Q4: 18,967 shares; 2025Q1: 20,764 shares; 2025Q2: 20,470 shares; 2025Q3: 17,223 shares; 2025Q4: 17,367 shares; 2026Q1: 17,491 shares; 2026Q2: 17,598 shares 17,598 $836K 0.04% +107 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,920 shares; 2024Q4: 18,920 shares; 2025Q1: 18,740 shares; 2025Q2: 18,728 shares; 2025Q3: 18,495 shares; 2025Q4: 18,465 shares; 2026Q1: 18,430 shares; 2026Q2: 18,310 shares 18,310 $835K 0.04% -120 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400,000 shares; 2025Q2: 418,300 shares; 2025Q3: 418,300 shares; 2025Q4: 418,300 shares; 2026Q1: 421,300 shares; 2026Q2: 431,300 shares 431,300 $828K 0.04% +10,000 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,543 shares; 2024Q4: 17,202 shares; 2025Q1: 17,202 shares; 2025Q2: 16,520 shares; 2025Q3: 21,633 shares; 2025Q4: 21,633 shares; 2026Q1: 21,333 shares; 2026Q2: 20,658 shares 20,658 $828K 0.04% -675 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: 84,986 shares; 2024Q4: 77,726 shares; 2025Q1: 71,633 shares; 2025Q2: 67,605 shares; 2025Q3: 59,805 shares; 2025Q4: 44,117 shares; 2026Q1: 31,372 shares; 2026Q2: 27,574 shares 27,574 $827K 0.04% -3,798 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,707 shares; 2025Q4: 26,317 shares; 2026Q1: 22,991 shares; 2026Q2: 17,164 shares 17,164 $826K 0.04% -5,827 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,639 shares; 2026Q2: 44,113 shares 44,113 $822K 0.04% -526 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: 5,796 shares; 2024Q4: 5,635 shares; 2025Q1: 5,529 shares; 2025Q2: 5,833 shares; 2025Q3: 5,911 shares; 2025Q4: 5,868 shares; 2026Q1: 6,576 shares; 2026Q2: 6,478 shares 6,478 $820K 0.04% -98 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,765 shares; 2024Q4: 3,785 shares; 2025Q1: 3,777 shares; 2025Q2: 3,734 shares; 2025Q3: 3,702 shares; 2025Q4: 3,688 shares; 2026Q1: 3,675 shares; 2026Q2: 3,573 shares 3,573 $818K 0.04% -102 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: 4,782 shares 4,782 $817K 0.04% new Timeline JBND 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: 15,260 shares 15,260 $816K 0.04% new Timeline FTQI 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: 10,923 shares; 2025Q2: 21,283 shares; 2025Q3: 25,432 shares; 2025Q4: 29,835 shares; 2026Q1: 32,921 shares; 2026Q2: 36,786 shares 36,786 $813K 0.04% +3,865 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,901 shares; 2025Q2: 16,530 shares; 2025Q3: 18,329 shares; 2025Q4: 18,433 shares; 2026Q1: 18,744 shares; 2026Q2: 19,922 shares 19,922 $811K 0.04% +1,178 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,219 shares; 2024Q4: 12,872 shares; 2025Q1: 9,907 shares; 2025Q2: 7,924 shares; 2025Q3: 6,781 shares; 2025Q4: 5,544 shares; 2026Q1: 4,447 shares; 2026Q2: 4,352 shares 4,352 $804K 0.04% -95 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: 7,566 shares; 2024Q4: 7,450 shares; 2025Q1: 7,144 shares; 2025Q2: 4,467 shares; 2025Q3: 3,758 shares; 2025Q4: 5,726 shares; 2026Q1: 6,382 shares; 2026Q2: 7,456 shares 7,456 $802K 0.04% +1,074 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,094 shares; 2026Q1: 6,781 shares; 2026Q2: 7,009 shares 7,009 $791K 0.04% +228 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,704 shares; 2024Q4: 6,810 shares; 2025Q1: 6,868 shares; 2025Q2: 12,930 shares; 2025Q3: 9,986 shares; 2025Q4: 10,630 shares; 2026Q1: 11,058 shares; 2026Q2: 4,987 shares 4,987 $781K 0.04% -6,071 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,776 shares; 2026Q1: 20,282 shares; 2026Q2: 14,927 shares 14,927 $781K 0.04% -5,355 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,718 shares; 2024Q4: 74,518 shares; 2025Q1: 72,882 shares; 2025Q2: 69,700 shares; 2025Q3: 69,503 shares; 2025Q4: 64,281 shares; 2026Q1: 60,732 shares; 2026Q2: 61,645 shares 61,645 $779K 0.04% +913 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,582 shares; 2024Q4: 23,229 shares; 2025Q1: 5,095 shares; 2025Q2: 5,338 shares; 2025Q3: 5,507 shares; 2025Q4: 5,495 shares; 2026Q1: 16,370 shares; 2026Q2: 16,253 shares 16,253 $776K 0.04% -117 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,413 shares; 2024Q4: 7,413 shares; 2025Q1: 7,452 shares; 2025Q2: 7,452 shares; 2025Q3: 7,460 shares; 2025Q4: 7,421 shares; 2026Q1: 8,071 shares; 2026Q2: 8,033 shares 8,033 $775K 0.04% -38 Timeline FYX 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: 6,472 shares; 2024Q4: 6,436 shares; 2025Q1: 6,086 shares; 2025Q2: 5,760 shares; 2025Q3: 5,760 shares; 2025Q4: 5,370 shares; 2026Q1: 5,363 shares; 2026Q2: 5,363 shares 5,363 $774K 0.04% 0 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: 3,692 shares; 2025Q3: 5,426 shares; 2025Q4: 6,539 shares; 2026Q1: 7,667 shares; 2026Q2: 7,664 shares 7,664 $772K 0.04% -3 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: 11,646 shares; 2025Q1: 22,380 shares; 2025Q2: 27,367 shares; 2025Q3: 30,985 shares; 2025Q4: 31,570 shares; 2026Q1: 33,119 shares; 2026Q2: 30,744 shares 30,744 $771K 0.04% -2,375 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,991 shares; 2026Q1: 13,272 shares; 2026Q2: 13,336 shares 13,336 $769K 0.04% +64 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: 15,182 shares; 2024Q4: 11,210 shares; 2025Q1: 10,600 shares; 2025Q2: 9,824 shares; 2025Q3: 10,033 shares; 2025Q4: 9,832 shares; 2026Q1: 9,917 shares; 2026Q2: 10,666 shares 10,666 $767K 0.04% +749 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,942 shares; 2026Q1: 14,400 shares; 2026Q2: 14,619 shares 14,619 $766K 0.04% +219 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,267 shares; 2024Q4: 78,717 shares; 2025Q1: 148,542 shares; 2025Q2: 66,122 shares; 2025Q3: 59,672 shares; 2025Q4: 63,922 shares; 2026Q1: 66,422 shares; 2026Q2: 98,472 shares 98,472 $756K 0.04% +32,050 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: 11,628 shares; 2026Q1: 18,166 shares; 2026Q2: 18,374 shares 18,374 $737K 0.04% +208 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,428 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,417 shares; 2025Q3: 1,418 shares; 2025Q4: 1,446 shares; 2026Q1: 1,447 shares; 2026Q2: 1,483 shares 1,483 $735K 0.04% +36 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,675 shares; 2024Q4: 15,575 shares; 2025Q1: 15,575 shares; 2025Q2: 15,575 shares; 2025Q3: 15,575 shares; 2025Q4: 15,575 shares; 2026Q1: 15,575 shares; 2026Q2: 17,875 shares 17,875 $728K 0.03% +2,300 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: 15,641 shares; 2024Q4: 15,946 shares; 2025Q1: 16,346 shares; 2025Q2: 15,691 shares; 2025Q3: 14,426 shares; 2025Q4: 12,143 shares; 2026Q1: 7,399 shares; 2026Q2: 7,399 shares 7,399 $727K 0.03% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,066 shares; 2025Q2: 44,576 shares; 2025Q3: 50,427 shares; 2025Q4: 50,468 shares; 2026Q1: 51,769 shares; 2026Q2: 54,926 shares 54,926 $726K 0.03% +3,157 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314 shares; 2024Q4: 321 shares; 2025Q1: 325 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 344 shares; 2026Q2: 347 shares 347 $722K 0.03% +3 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: 6,109 shares; 2025Q4: 16,842 shares; 2026Q1: 16,072 shares; 2026Q2: 17,226 shares 17,226 $722K 0.03% +1,154 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,386 shares; 2024Q4: 4,157 shares; 2025Q1: 3,968 shares; 2025Q2: 3,724 shares; 2025Q3: 3,569 shares; 2025Q4: 3,508 shares; 2026Q1: 3,209 shares; 2026Q2: 3,647 shares 3,647 $721K 0.03% +438 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 5,481 shares; 2026Q1: 5,855 shares; 2026Q2: 6,240 shares 6,240 $718K 0.03% +385 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,800 shares; 2026Q1: 14,799 shares; 2026Q2: 16,529 shares 16,529 $715K 0.03% +1,730 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,399 shares; 2025Q4: 16,643 shares; 2026Q1: 9,582 shares; 2026Q2: 9,855 shares 9,855 $711K 0.03% +273 Timeline JULW 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: 27,034 shares; 2024Q4: 25,467 shares; 2025Q1: 18,237 shares; 2025Q2: 17,672 shares; 2025Q3: 17,280 shares; 2025Q4: 17,083 shares; 2026Q1: 16,580 shares; 2026Q2: 17,421 shares 17,421 $711K 0.03% +841 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,969 shares; 2024Q4: 6,002 shares; 2025Q1: 6,002 shares; 2025Q2: 6,031 shares; 2025Q3: 4,571 shares; 2025Q4: 4,715 shares; 2026Q1: 4,545 shares; 2026Q2: 4,513 shares 4,513 $708K 0.03% -32 Timeline SDVD 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: 14,876 shares; 2024Q4: 23,381 shares; 2025Q1: 16,789 shares; 2025Q2: 25,919 shares; 2025Q3: 30,482 shares; 2025Q4: 30,075 shares; 2026Q1: 30,450 shares; 2026Q2: 30,288 shares 30,288 $699K 0.03% -162 Timeline OCTW 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: 26,154 shares; 2024Q4: 24,647 shares; 2025Q1: 17,802 shares; 2025Q2: 17,244 shares; 2025Q3: 16,886 shares; 2025Q4: 16,704 shares; 2026Q1: 16,217 shares; 2026Q2: 17,090 shares 17,090 $699K 0.03% +873 Timeline FELG 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: 7,647 shares; 2025Q3: 9,115 shares; 2025Q4: 11,568 shares; 2026Q1: 12,415 shares; 2026Q2: 15,964 shares 15,964 $698K 0.03% +3,549 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: 10,782 shares; 2024Q4: 22,869 shares; 2025Q1: 5,844 shares; 2025Q2: 5,619 shares; 2025Q3: 5,919 shares; 2025Q4: 5,919 shares; 2026Q1: 6,134 shares; 2026Q2: 6,134 shares 6,134 $698K 0.03% 0 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,101 shares; 2024Q4: 49,922 shares; 2025Q1: 46,913 shares; 2025Q2: 48,151 shares; 2025Q3: 47,433 shares; 2025Q4: 41,521 shares; 2026Q1: 42,341 shares; 2026Q2: 16,947 shares 16,947 $698K 0.03% -25,394 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647 shares; 2024Q4: 1,628 shares; 2025Q1: 4,018 shares; 2025Q2: 5,002 shares; 2025Q3: 5,133 shares; 2025Q4: 48,637 shares; 2026Q1: 21,059 shares; 2026Q2: 9,762 shares 9,762 $697K 0.03% -11,297 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,413 shares; 2024Q4: 26,739 shares; 2025Q1: 19,365 shares; 2025Q2: 18,789 shares; 2025Q3: 17,998 shares; 2025Q4: 17,801 shares; 2026Q1: 17,276 shares; 2026Q2: 18,743 shares 18,743 $696K 0.03% +1,467 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: 10,061 shares; 2024Q4: 10,075 shares; 2025Q1: 10,403 shares; 2025Q2: 10,708 shares; 2025Q3: 11,875 shares; 2025Q4: 11,806 shares; 2026Q1: 11,738 shares; 2026Q2: 12,410 shares 12,410 $689K 0.03% +672 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,696 shares; 2026Q1: 7,211 shares; 2026Q2: 6,875 shares 6,875 $689K 0.03% -336 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: 6,245 shares; 2024Q4: 6,085 shares; 2025Q1: 5,984 shares; 2025Q2: 5,962 shares; 2025Q3: 5,989 shares; 2025Q4: 5,495 shares; 2026Q1: 6,276 shares; 2026Q2: 6,594 shares 6,594 $685K 0.03% +318 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: 3,626 shares; 2026Q2: 3,611 shares 3,611 $685K 0.03% -15 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,164 shares; 2024Q4: 34,664 shares; 2025Q1: 34,688 shares; 2025Q2: 34,236 shares; 2025Q3: 34,258 shares; 2025Q4: 33,658 shares; 2026Q1: 32,488 shares; 2026Q2: 31,122 shares 31,122 $684K 0.03% -1,366 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,945 shares; 2025Q4: 23,497 shares; 2026Q1: 33,758 shares; 2026Q2: 31,840 shares 31,840 $681K 0.03% -1,918 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,178 shares; 2024Q4: 4,181 shares; 2025Q1: 4,358 shares; 2025Q2: 4,429 shares; 2025Q3: 4,281 shares; 2025Q4: 4,556 shares; 2026Q1: 4,611 shares; 2026Q2: 4,663 shares 4,663 $681K 0.03% +52 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,794 shares; 2024Q4: 5,768 shares; 2025Q1: 4,428 shares; 2025Q2: 4,258 shares; 2025Q3: 4,249 shares; 2025Q4: 4,024 shares; 2026Q1: 3,998 shares; 2026Q2: 4,151 shares 4,151 $679K 0.03% +153 Timeline LQTI 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: 17,010 shares; 2025Q4: 28,045 shares; 2026Q1: 35,155 shares; 2026Q2: 35,155 shares 35,155 $679K 0.03% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,415 shares; 2024Q4: 6,418 shares; 2025Q1: 6,421 shares; 2025Q2: 6,421 shares; 2025Q3: 6,421 shares; 2025Q4: 6,462 shares; 2026Q1: 6,551 shares; 2026Q2: 6,570 shares 6,570 $677K 0.03% +19 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,167 shares; 2024Q4: 19,167 shares; 2025Q1: 18,217 shares; 2025Q2: 18,061 shares; 2025Q3: 17,609 shares; 2025Q4: 17,519 shares; 2026Q1: 17,294 shares; 2026Q2: 16,977 shares 16,977 $676K 0.03% -317 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,900 shares; 2025Q4: 25,563 shares; 2026Q1: 25,563 shares; 2026Q2: 25,475 shares 25,475 $675K 0.03% -88 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: 4,756 shares; 2024Q4: 4,955 shares; 2025Q1: 5,239 shares; 2025Q2: 5,103 shares; 2025Q3: 5,093 shares; 2025Q4: 5,469 shares; 2026Q1: 5,878 shares; 2026Q2: 5,903 shares 5,903 $674K 0.03% +25 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: 8,672 shares; 2024Q4: 7,882 shares; 2025Q1: 8,114 shares; 2025Q2: 8,213 shares; 2025Q3: 8,020 shares; 2025Q4: 8,144 shares; 2026Q1: 8,193 shares; 2026Q2: 8,576 shares 8,576 $671K 0.03% +383 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,376 shares 26,376 $664K 0.03% new Timeline BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,450 shares; 2024Q4: 61,450 shares; 2025Q1: 61,450 shares; 2025Q2: 61,450 shares; 2025Q3: 60,800 shares; 2025Q4: 60,800 shares; 2026Q1: 60,800 shares; 2026Q2: 60,800 shares 60,800 $662K 0.03% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,783 shares; 2026Q1: 6,589 shares; 2026Q2: 6,609 shares 6,609 $658K 0.03% +20 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,265 shares; 2024Q4: 58,621 shares; 2025Q1: 59,721 shares; 2025Q2: 61,079 shares; 2025Q3: 62,760 shares; 2025Q4: 57,219 shares; 2026Q1: 58,246 shares; 2026Q2: 57,811 shares 57,811 $654K 0.03% -435 Timeline KOCT 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: 19,465 shares; 2024Q4: 19,560 shares; 2025Q1: 19,450 shares; 2025Q2: 19,560 shares; 2025Q3: 18,389 shares; 2025Q4: 17,957 shares; 2026Q1: 17,537 shares; 2026Q2: 17,447 shares 17,447 $652K 0.03% -90 Timeline NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,355 shares 21,355 $649K 0.03% new 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: 4,811 shares; 2024Q4: 4,481 shares; 2025Q1: 4,031 shares; 2025Q2: 4,031 shares; 2025Q3: 3,931 shares; 2025Q4: 3,931 shares; 2026Q1: 3,781 shares; 2026Q2: 3,781 shares 3,781 $637K 0.03% 0 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 22,900 shares; 2025Q1: 25,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,700 shares; 2026Q1: 9,700 shares; 2026Q2: 10,000 shares 10,000 $626K 0.03% +300 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 8,864 shares; 2026Q1: 10,144 shares; 2026Q2: 10,481 shares 10,481 $626K 0.03% +337 Timeline RWJ 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: 15,196 shares; 2024Q4: 14,765 shares; 2025Q1: 13,700 shares; 2025Q2: 13,674 shares; 2025Q3: 12,757 shares; 2025Q4: 10,615 shares; 2026Q1: 10,613 shares; 2026Q2: 10,503 shares 10,503 $625K 0.03% -110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,319 shares; 2025Q4: 10,364 shares; 2026Q1: 12,121 shares; 2026Q2: 12,060 shares 12,060 $624K 0.03% -61 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,330 shares; 2026Q1: 10,606 shares; 2026Q2: 11,611 shares 11,611 $620K 0.03% +1,005 Timeline EMBX VANECK FDS More: the full row for VANECK 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: 12,045 shares 12,045 $618K 0.03% new 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: 25,465 shares; 2024Q4: 26,841 shares; 2025Q1: 25,061 shares; 2025Q2: 18,487 shares; 2025Q3: 17,752 shares; 2025Q4: 13,806 shares; 2026Q1: 13,229 shares; 2026Q2: 12,089 shares 12,089 $617K 0.03% -1,140 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,600 shares; 2024Q4: 73,600 shares; 2025Q1: 73,600 shares; 2025Q2: 73,600 shares; 2025Q3: 66,500 shares; 2025Q4: 65,000 shares; 2026Q1: 93,815 shares; 2026Q2: 104,250 shares 104,250 $613K 0.03% +10,435 Timeline