DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,368 shares; 2024Q4: 2,396 shares; 2025Q1: 2,488 shares; 2025Q2: 2,568 shares; 2025Q3: 2,817 shares; 2025Q4: 2,822 shares; 2026Q1: 2,835 shares; 2026Q2: 2,964 shares 2,964 $611K 0.03% +129 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,399 shares; 2026Q1: 19,330 shares; 2026Q2: 20,010 shares 20,010 $608K 0.03% +680 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,632 shares; 2024Q4: 36,436 shares; 2025Q1: 36,387 shares; 2025Q2: 35,508 shares; 2025Q3: 35,311 shares; 2025Q4: 35,747 shares; 2026Q1: 33,167 shares; 2026Q2: 34,996 shares 34,996 $601K 0.03% +1,829 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,751 shares; 2024Q4: 4,741 shares; 2025Q1: 4,867 shares; 2025Q2: 5,061 shares; 2025Q3: 5,566 shares; 2025Q4: 5,575 shares; 2026Q1: 5,452 shares; 2026Q2: 5,228 shares 5,228 $601K 0.03% -224 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 15,260 shares; 2026Q2: 21,237 shares 21,237 $598K 0.03% +5,977 Timeline MOOD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,410 shares; 2026Q2: 13,610 shares 13,610 $593K 0.03% -1,800 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,949 shares; 2024Q4: 4,914 shares; 2025Q1: 4,734 shares; 2025Q2: 3,480 shares; 2025Q3: 3,532 shares; 2025Q4: 3,547 shares; 2026Q1: 3,709 shares; 2026Q2: 3,755 shares 3,755 $589K 0.03% +46 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 3,235 shares; 2025Q1: 3,376 shares; 2025Q2: 3,424 shares; 2025Q3: 3,603 shares; 2025Q4: 2,231 shares; 2026Q1: 2,137 shares; 2026Q2: 2,137 shares 2,137 $589K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,013 shares; 2024Q4: 20,725 shares; 2025Q1: 20,809 shares; 2025Q2: 37,150 shares; 2025Q3: 34,221 shares; 2025Q4: 54,206 shares; 2026Q1: 60,232 shares; 2026Q2: 7,786 shares 7,786 $588K 0.03% -52,446 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares; 2026Q1: 5,900 shares; 2026Q2: 6,115 shares 6,115 $584K 0.03% +215 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,043 shares; 2024Q4: 91,686 shares; 2025Q1: 23,110 shares; 2025Q2: 23,055 shares; 2025Q3: 24,206 shares; 2025Q4: 23,815 shares; 2026Q1: 4,281 shares; 2026Q2: 5,715 shares 5,715 $582K 0.03% +1,434 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,677 shares; 2024Q4: 5,680 shares; 2025Q1: 5,430 shares; 2025Q2: 5,432 shares; 2025Q3: 5,433 shares; 2025Q4: 5,434 shares; 2026Q1: 5,436 shares; 2026Q2: 5,292 shares 5,292 $580K 0.03% -144 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,886 shares; 2024Q4: 8,636 shares; 2025Q1: 8,646 shares; 2025Q2: 8,757 shares; 2025Q3: 8,682 shares; 2025Q4: 8,505 shares; 2026Q1: 8,960 shares; 2026Q2: 8,396 shares 8,396 $573K 0.03% -564 Timeline FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,141 shares; 2024Q4: 17,406 shares; 2025Q1: 17,316 shares; 2025Q2: 15,316 shares; 2025Q3: 10,316 shares; 2025Q4: 10,141 shares; 2026Q1: 9,241 shares; 2026Q2: 7,616 shares 7,616 $567K 0.03% -1,625 Timeline EAPR 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: 17,365 shares; 2024Q4: 17,265 shares; 2025Q1: 17,265 shares; 2025Q2: 17,265 shares; 2025Q3: 17,265 shares; 2025Q4: 17,165 shares; 2026Q1: 17,165 shares; 2026Q2: 17,165 shares 17,165 $565K 0.03% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,814 shares; 2024Q4: 7,138 shares; 2025Q1: 7,740 shares; 2025Q2: 7,969 shares; 2025Q3: 8,144 shares; 2025Q4: 8,424 shares; 2026Q1: 8,297 shares; 2026Q2: 8,139 shares 8,139 $562K 0.03% -158 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,925 shares; 2024Q4: 16,925 shares; 2025Q1: 16,925 shares; 2025Q2: 16,925 shares; 2025Q3: 16,925 shares; 2025Q4: 16,825 shares; 2026Q1: 16,825 shares; 2026Q2: 16,825 shares 16,825 $559K 0.03% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,161 shares; 2026Q1: 3,912 shares; 2026Q2: 1,972 shares 1,972 $555K 0.03% -1,940 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,744 shares; 2024Q4: 14,376 shares; 2025Q1: 14,457 shares; 2025Q2: 14,427 shares; 2025Q3: 13,907 shares; 2025Q4: 7,917 shares; 2026Q1: 7,877 shares; 2026Q2: 7,302 shares 7,302 $555K 0.03% -575 Timeline IJUL 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: 15,420 shares; 2024Q4: 15,420 shares; 2025Q1: 15,250 shares; 2025Q2: 15,250 shares; 2025Q3: 15,250 shares; 2025Q4: 15,250 shares; 2026Q1: 15,250 shares; 2026Q2: 15,250 shares 15,250 $549K 0.03% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,880 shares; 2024Q4: 23,880 shares; 2025Q1: 24,355 shares; 2025Q2: 22,615 shares; 2025Q3: 22,128 shares; 2025Q4: 22,136 shares; 2026Q1: 24,652 shares; 2026Q2: 26,662 shares 26,662 $548K 0.03% +2,010 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 405 shares; 2025Q1: 600 shares; 2025Q2: 603 shares; 2025Q3: 664 shares; 2025Q4: 654 shares; 2026Q1: 718 shares; 2026Q2: 723 shares 723 $546K 0.03% +5 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,800 shares; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 1,039 shares; 2025Q4: 1,108 shares; 2026Q1: 1,168 shares; 2026Q2: 1,060 shares 1,060 $546K 0.03% -108 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,471 shares; 2024Q4: 23,468 shares; 2025Q1: 25,711 shares; 2025Q2: 25,194 shares; 2025Q3: 25,205 shares; 2025Q4: 25,715 shares; 2026Q1: 26,507 shares; 2026Q2: 26,517 shares 26,517 $540K 0.03% +10 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,702 shares; 2024Q4: 24,067 shares; 2025Q1: 20,088 shares; 2025Q2: 17,440 shares; 2025Q3: 17,822 shares; 2025Q4: 13,047 shares; 2026Q1: 10,989 shares; 2026Q2: 11,075 shares 11,075 $538K 0.03% +86 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,737 shares; 2024Q4: 8,971 shares; 2025Q1: 9,691 shares; 2025Q2: 9,453 shares; 2025Q3: 8,399 shares; 2025Q4: 8,752 shares; 2026Q1: 8,575 shares; 2026Q2: 8,556 shares 8,556 $536K 0.03% -19 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,732 shares; 2024Q4: 22,718 shares; 2025Q1: 19,807 shares; 2025Q2: 29,657 shares; 2025Q3: 29,204 shares; 2025Q4: 25,005 shares; 2026Q1: 24,678 shares; 2026Q2: 10,203 shares 10,203 $534K 0.03% -14,475 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,012 shares; 2024Q4: 46,774 shares; 2025Q1: 44,194 shares; 2025Q2: 43,167 shares; 2025Q3: 42,323 shares; 2025Q4: 41,705 shares; 2026Q1: 39,662 shares; 2026Q2: 41,447 shares 41,447 $534K 0.03% +1,785 Timeline USEP 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: 12,758 shares; 2025Q4: 12,843 shares; 2026Q1: 12,843 shares; 2026Q2: 12,843 shares 12,843 $531K 0.03% 0 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS 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: 8,955 shares 8,955 $530K 0.03% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,291 shares; 2026Q1: 21,009 shares; 2026Q2: 20,754 shares 20,754 $530K 0.03% -255 Timeline JMTG 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: 14,673 shares; 2025Q3: 13,670 shares; 2025Q4: 11,320 shares; 2026Q1: 10,176 shares; 2026Q2: 10,326 shares 10,326 $523K 0.03% +150 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,829 shares; 2024Q4: 3,080 shares; 2025Q1: 2,915 shares; 2025Q2: 2,703 shares; 2025Q3: 2,420 shares; 2025Q4: 5,010 shares; 2026Q1: 2,674 shares; 2026Q2: 2,749 shares 2,749 $523K 0.02% +75 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,560 shares; 2024Q4: 5,861 shares; 2025Q1: 5,891 shares; 2025Q2: 6,591 shares; 2025Q3: 6,371 shares; 2025Q4: 5,772 shares; 2026Q1: 5,872 shares; 2026Q2: 5,872 shares 5,872 $523K 0.02% 0 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,450 shares; 2024Q4: 43,726 shares; 2025Q1: 42,771 shares; 2025Q2: 42,006 shares; 2025Q3: 40,374 shares; 2025Q4: 40,440 shares; 2026Q1: 40,440 shares; 2026Q2: 39,440 shares 39,440 $511K 0.02% -1,000 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,525 shares; 2025Q2: 29,741 shares; 2025Q3: 30,943 shares; 2025Q4: 20,621 shares; 2026Q1: 21,773 shares; 2026Q2: 21,283 shares 21,283 $511K 0.02% -490 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 170,881 shares; 2025Q4: 8,065 shares; 2026Q1: 10,435 shares; 2026Q2: 17,302 shares 17,302 $508K 0.02% +6,867 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,498 shares; 2026Q2: 2,838 shares 2,838 $501K 0.02% +340 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,808 shares; 2026Q2: 13,058 shares 13,058 $501K 0.02% +250 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,075 shares; 2024Q4: 22,075 shares; 2025Q1: 21,340 shares; 2025Q2: 22,090 shares; 2025Q3: 22,090 shares; 2025Q4: 22,090 shares; 2026Q1: 21,365 shares; 2026Q2: 19,565 shares 19,565 $499K 0.02% -1,800 Timeline JIVE 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: 5,418 shares 5,418 $498K 0.02% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 2,195 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,871 shares; 2025Q4: 1,831 shares; 2026Q1: 1,321 shares; 2026Q2: 5,656 shares 5,656 $497K 0.02% +4,335 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,389 shares; 2024Q4: 7,154 shares; 2025Q1: 7,160 shares; 2025Q2: 7,165 shares; 2025Q3: 7,170 shares; 2025Q4: 7,185 shares; 2026Q1: 7,246 shares; 2026Q2: 7,262 shares 7,262 $495K 0.02% +16 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,252 shares; 2025Q1: 2,254 shares; 2025Q2: 2,256 shares; 2025Q3: 2,257 shares; 2025Q4: 2,712 shares; 2026Q1: 2,714 shares; 2026Q2: 2,715 shares 2,715 $495K 0.02% +1 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,612 shares; 2024Q4: 23,635 shares; 2025Q1: 24,903 shares; 2025Q2: 24,373 shares; 2025Q3: 24,385 shares; 2025Q4: 24,896 shares; 2026Q1: 25,084 shares; 2026Q2: 25,095 shares 25,095 $492K 0.02% +11 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,765 shares; 2026Q1: 11,420 shares; 2026Q2: 11,847 shares 11,847 $491K 0.02% +427 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares; 2026Q1: 3,819 shares; 2026Q2: 3,596 shares 3,596 $489K 0.02% -223 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,729 shares; 2026Q1: 1,675 shares; 2026Q2: 1,729 shares 1,729 $484K 0.02% +54 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,354 shares; 2024Q4: 23,370 shares; 2025Q1: 23,386 shares; 2025Q2: 22,852 shares; 2025Q3: 22,863 shares; 2025Q4: 23,884 shares; 2026Q1: 24,770 shares; 2026Q2: 24,781 shares 24,781 $484K 0.02% +11 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,714 shares; 2025Q4: 18,818 shares; 2026Q1: 22,654 shares; 2026Q2: 21,144 shares 21,144 $482K 0.02% -1,510 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,123 shares; 2024Q4: 1,125 shares; 2025Q1: 1,126 shares; 2025Q2: 1,183 shares; 2025Q3: 1,265 shares; 2025Q4: 1,739 shares; 2026Q1: 1,774 shares; 2026Q2: 1,302 shares 1,302 $477K 0.02% -472 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,386 shares; 2025Q3: 9,490 shares; 2025Q4: 10,161 shares; 2026Q1: 10,075 shares; 2026Q2: 10,105 shares 10,105 $474K 0.02% +30 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,390 shares; 2025Q2: 10,540 shares; 2025Q3: 10,540 shares; 2025Q4: 10,540 shares; 2026Q1: 10,540 shares; 2026Q2: 10,360 shares 10,360 $466K 0.02% -180 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,980 shares; 2024Q4: 26,994 shares; 2025Q1: 27,011 shares; 2025Q2: 27,337 shares; 2025Q3: 27,052 shares; 2025Q4: 26,967 shares; 2026Q1: 27,928 shares; 2026Q2: 31,469 shares 31,469 $466K 0.02% +3,541 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,642 shares; 2024Q4: 2,263 shares; 2025Q1: 2,276 shares; 2025Q2: 1,740 shares; 2025Q3: 1,753 shares; 2025Q4: 1,766 shares; 2026Q1: 1,359 shares; 2026Q2: 1,822 shares 1,822 $466K 0.02% +463 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,028 shares; 2024Q4: 4,059 shares; 2025Q1: 3,973 shares; 2025Q2: 3,721 shares; 2025Q3: 3,714 shares; 2025Q4: 3,751 shares; 2026Q1: 3,648 shares; 2026Q2: 3,512 shares 3,512 $465K 0.02% -136 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 17,600 shares; 2026Q2: 17,600 shares 17,600 $465K 0.02% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,190 shares; 2024Q4: 20,625 shares; 2025Q1: 19,725 shares; 2025Q2: 19,725 shares; 2025Q3: 19,725 shares; 2025Q4: 20,914 shares; 2026Q1: 20,942 shares; 2026Q2: 20,809 shares 20,809 $465K 0.02% -133 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,922 shares; 2024Q4: 13,922 shares; 2025Q1: 11,886 shares; 2025Q2: 13,128 shares; 2025Q3: 13,553 shares; 2025Q4: 11,395 shares; 2026Q1: 11,491 shares; 2026Q2: 10,475 shares 10,475 $461K 0.02% -1,016 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,615 shares; 2024Q4: 41,515 shares; 2025Q1: 41,515 shares; 2025Q2: 40,130 shares; 2025Q3: 40,130 shares; 2025Q4: 40,130 shares; 2026Q1: 39,430 shares; 2026Q2: 37,905 shares 37,905 $458K 0.02% -1,525 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,472 shares; 2024Q4: 14,689 shares; 2025Q1: 15,799 shares; 2025Q2: 16,172 shares; 2025Q3: 17,739 shares; 2025Q4: 17,812 shares; 2026Q1: 15,526 shares; 2026Q2: 18,397 shares 18,397 $458K 0.02% +2,871 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,313 shares; 2026Q1: 2,949 shares; 2026Q2: 3,080 shares 3,080 $450K 0.02% +131 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,591 shares; 2025Q1: 3,591 shares; 2025Q2: 3,896 shares; 2025Q3: 3,918 shares; 2025Q4: 4,445 shares; 2026Q1: 4,329 shares; 2026Q2: 3,995 shares 3,995 $449K 0.02% -334 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,010 shares; 2024Q4: 14,228 shares; 2025Q1: 14,885 shares; 2025Q2: 9,439 shares; 2025Q3: 9,441 shares; 2025Q4: 5,847 shares; 2026Q1: 5,646 shares; 2026Q2: 5,881 shares 5,881 $449K 0.02% +235 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,007 shares; 2024Q4: 9,989 shares; 2025Q1: 11,121 shares; 2025Q2: 11,133 shares; 2025Q3: 10,850 shares; 2025Q4: 10,932 shares; 2026Q1: 10,842 shares; 2026Q2: 11,111 shares 11,111 $448K 0.02% +269 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,850 shares; 2024Q4: 4,603 shares; 2025Q1: 4,105 shares; 2025Q2: 4,296 shares; 2025Q3: 4,260 shares; 2025Q4: 5,494 shares; 2026Q1: 6,889 shares; 2026Q2: 4,062 shares 4,062 $446K 0.02% -2,827 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,627 shares; 2024Q4: 1,628 shares; 2025Q1: 1,602 shares; 2025Q2: 1,809 shares; 2025Q3: 1,890 shares; 2025Q4: 1,831 shares; 2026Q1: 1,785 shares; 2026Q2: 1,765 shares 1,765 $445K 0.02% -20 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,600 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $445K 0.02% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,664 shares; 2024Q4: 5,813 shares; 2025Q1: not reported; 2025Q2: 7,807 shares; 2025Q3: 7,424 shares; 2025Q4: 7,643 shares; 2026Q1: 9,263 shares; 2026Q2: 11,975 shares 11,975 $443K 0.02% +2,712 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,145 shares; 2024Q4: 14,167 shares; 2025Q1: 14,195 shares; 2025Q2: 13,442 shares; 2025Q3: 13,478 shares; 2025Q4: 13,514 shares; 2026Q1: 15,014 shares; 2026Q2: 15,051 shares 15,051 $443K 0.02% +37 Timeline KF KOREA FD INC More: the full row for KOREA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,201 shares; 2026Q1: 6,001 shares; 2026Q2: 5,801 shares 5,801 $436K 0.02% -200 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,043 shares; 2026Q1: 6,316 shares; 2026Q2: 6,393 shares 6,393 $432K 0.02% +77 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,292 shares; 2025Q2: 4,306 shares; 2025Q3: 4,316 shares; 2025Q4: 5,091 shares; 2026Q1: 5,094 shares; 2026Q2: 5,139 shares 5,139 $430K 0.02% +45 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,720 shares; 2025Q2: 62,305 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,839 shares; 2026Q2: 8,090 shares 8,090 $429K 0.02% +2,251 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,013 shares; 2025Q4: 5,233 shares; 2026Q1: 5,364 shares; 2026Q2: 5,605 shares 5,605 $429K 0.02% +241 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,441 shares; 2025Q2: 13,194 shares; 2025Q3: 13,698 shares; 2025Q4: 14,027 shares; 2026Q1: 15,031 shares; 2026Q2: 16,484 shares 16,484 $424K 0.02% +1,453 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 2,528 shares; 2026Q1: 2,508 shares; 2026Q2: 2,510 shares 2,510 $423K 0.02% +2 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,323 shares; 2025Q3: 7,966 shares; 2025Q4: 8,902 shares; 2026Q1: 9,559 shares; 2026Q2: 8,078 shares 8,078 $423K 0.02% -1,481 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,643 shares; 2024Q4: 1,643 shares; 2025Q1: 1,644 shares; 2025Q2: 2,470 shares; 2025Q3: 2,471 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares; 2026Q2: 2,521 shares 2,521 $420K 0.02% +1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,129 shares; 2025Q3: 3,132 shares; 2025Q4: 5,870 shares; 2026Q1: 5,822 shares; 2026Q2: 5,540 shares 5,540 $420K 0.02% -282 Timeline FNX 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: 3,530 shares; 2024Q4: 3,327 shares; 2025Q1: 3,253 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,205 shares; 2026Q1: 2,859 shares; 2026Q2: 2,859 shares 2,859 $418K 0.02% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; 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: 39,327 shares 39,327 $416K 0.02% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,538 shares; 2025Q1: 1,251 shares; 2025Q2: 1,222 shares; 2025Q3: 1,235 shares; 2025Q4: 1,151 shares; 2026Q1: 1,097 shares; 2026Q2: 1,139 shares 1,139 $413K 0.02% +42 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,785 shares; 2024Q4: 3,173 shares; 2025Q1: 3,186 shares; 2025Q2: 3,461 shares; 2025Q3: 3,463 shares; 2025Q4: 3,300 shares; 2026Q1: 5,810 shares; 2026Q2: 5,383 shares 5,383 $413K 0.02% -427 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,807 shares; 2026Q1: 3,398 shares; 2026Q2: 3,438 shares 3,438 $409K 0.02% +40 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,706 shares 2,706 $409K 0.02% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,025 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,220 shares 7,220 $404K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,552 shares; 2024Q4: not reported; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,366 shares; 2025Q4: not reported; 2026Q1: 6,613 shares; 2026Q2: 6,951 shares 6,951 $402K 0.02% +338 Timeline AVDE 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: 4,434 shares; 2024Q4: 4,434 shares; 2025Q1: 4,434 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares; 2025Q4: 4,434 shares; 2026Q1: 4,434 shares; 2026Q2: 4,497 shares 4,497 $401K 0.02% +63 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,616 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,378 shares; 2026Q2: 4,341 shares 4,341 $398K 0.02% +963 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 614 shares 614 $392K 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,523 shares; 2024Q4: 1,577 shares; 2025Q1: 1,618 shares; 2025Q2: 1,701 shares; 2025Q3: 1,708 shares; 2025Q4: 1,736 shares; 2026Q1: 1,808 shares; 2026Q2: 345 shares 345 $391K 0.02% -1,463 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,172 shares; 2024Q4: 8,882 shares; 2025Q1: 10,181 shares; 2025Q2: 10,157 shares; 2025Q3: 10,195 shares; 2025Q4: 10,251 shares; 2026Q1: 10,244 shares; 2026Q2: 10,060 shares 10,060 $383K 0.02% -184 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,693 shares; 2024Q4: 70,693 shares; 2025Q1: 63,643 shares; 2025Q2: 23,523 shares; 2025Q3: 14,498 shares; 2025Q4: 10,150 shares; 2026Q1: 7,375 shares; 2026Q2: 7,275 shares 7,275 $383K 0.02% -100 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,435 shares; 2024Q4: 3,453 shares; 2025Q1: 3,257 shares; 2025Q2: 3,271 shares; 2025Q3: 3,421 shares; 2025Q4: 1,534 shares; 2026Q1: 1,529 shares; 2026Q2: 1,295 shares 1,295 $380K 0.02% -234 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,735 shares; 2024Q4: 1,665 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,629 shares; 2025Q4: 1,654 shares; 2026Q1: 1,666 shares; 2026Q2: 1,785 shares 1,785 $380K 0.02% +119 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,050 shares; 2026Q2: 14,286 shares 14,286 $379K 0.02% -1,764 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,529 shares; 2024Q4: 12,097 shares; 2025Q1: 12,172 shares; 2025Q2: 11,106 shares; 2025Q3: 11,106 shares; 2025Q4: 11,006 shares; 2026Q1: 11,006 shares; 2026Q2: 11,006 shares 11,006 $379K 0.02% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,370 shares; 2024Q4: 5,872 shares; 2025Q1: 6,102 shares; 2025Q2: 5,665 shares; 2025Q3: 5,815 shares; 2025Q4: 5,915 shares; 2026Q1: 6,275 shares; 2026Q2: 6,275 shares 6,275 $378K 0.02% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,012 shares; 2024Q4: 12,962 shares; 2025Q1: 12,454 shares; 2025Q2: 12,369 shares; 2025Q3: 12,619 shares; 2025Q4: 18,170 shares; 2026Q1: 18,170 shares; 2026Q2: 12,519 shares 12,519 $378K 0.02% -5,651 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,745 shares; 2025Q4: 6,745 shares; 2026Q1: 10,020 shares; 2026Q2: 11,500 shares 11,500 $377K 0.02% +1,480 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,924 shares; 2025Q4: 2,056 shares; 2026Q1: 2,370 shares; 2026Q2: 2,380 shares 2,380 $373K 0.02% +10 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,834 shares; 2024Q4: 19,834 shares; 2025Q1: 19,834 shares; 2025Q2: 17,649 shares; 2025Q3: 17,649 shares; 2025Q4: 17,649 shares; 2026Q1: 17,649 shares; 2026Q2: 18,319 shares 18,319 $372K 0.02% +670 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,209 shares; 2024Q4: 3,477 shares; 2025Q1: 2,880 shares; 2025Q2: 2,983 shares; 2025Q3: 3,165 shares; 2025Q4: 5,339 shares; 2026Q1: 5,123 shares; 2026Q2: 4,794 shares 4,794 $372K 0.02% -329 Timeline CGW 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: 5,591 shares; 2024Q4: 5,616 shares; 2025Q1: 5,616 shares; 2025Q2: 5,616 shares; 2025Q3: 5,616 shares; 2025Q4: 5,634 shares; 2026Q1: 5,634 shares; 2026Q2: 5,634 shares 5,634 $370K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,608 shares; 2024Q4: 7,125 shares; 2025Q1: 4,009 shares; 2025Q2: 3,851 shares; 2025Q3: 4,005 shares; 2025Q4: 4,241 shares; 2026Q1: 5,845 shares; 2026Q2: 4,370 shares 4,370 $370K 0.02% -1,475 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,350 shares; 2024Q4: 13,200 shares; 2025Q1: 13,200 shares; 2025Q2: 16,800 shares; 2025Q3: 16,427 shares; 2025Q4: 16,278 shares; 2026Q1: 16,216 shares; 2026Q2: 16,081 shares 16,081 $367K 0.02% -135 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,043 shares; 2024Q4: 19,685 shares; 2025Q1: 20,469 shares; 2025Q2: 21,048 shares; 2025Q3: 23,173 shares; 2025Q4: not reported; 2026Q1: 232,010 shares; 2026Q2: 41,959 shares 41,959 $367K 0.02% -190,051 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,991 shares; 2026Q2: 2,997 shares 2,997 $367K 0.02% +1,006 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,159 shares; 2025Q2: 9,574 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,444 shares 6,444 $366K 0.02% new Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,932 shares; 2024Q4: 53,982 shares; 2025Q1: 52,554 shares; 2025Q2: 52,627 shares; 2025Q3: 52,695 shares; 2025Q4: 52,741 shares; 2026Q1: 52,741 shares; 2026Q2: 54,701 shares 54,701 $360K 0.02% +1,960 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,775 shares; 2024Q4: 17,125 shares; 2025Q1: 16,161 shares; 2025Q2: 15,851 shares; 2025Q3: 13,978 shares; 2025Q4: 13,497 shares; 2026Q1: 13,164 shares; 2026Q2: 7,287 shares 7,287 $360K 0.02% -5,877 Timeline JCPI 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: 4,927 shares; 2024Q4: 4,927 shares; 2025Q1: 4,927 shares; 2025Q2: 4,927 shares; 2025Q3: 5,999 shares; 2025Q4: 6,102 shares; 2026Q1: 6,257 shares; 2026Q2: 7,497 shares 7,497 $359K 0.02% +1,240 Timeline FEMS 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: 9,892 shares; 2024Q4: 10,297 shares; 2025Q1: 9,198 shares; 2025Q2: 9,806 shares; 2025Q3: 9,524 shares; 2025Q4: 8,243 shares; 2026Q1: 8,778 shares; 2026Q2: 7,847 shares 7,847 $358K 0.02% -931 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,646 shares; 2024Q4: 2,500 shares; 2025Q1: 2,424 shares; 2025Q2: 2,422 shares; 2025Q3: 2,439 shares; 2025Q4: 2,152 shares; 2026Q1: 2,180 shares; 2026Q2: 2,122 shares 2,122 $356K 0.02% -58 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,161 shares; 2025Q3: 6,671 shares; 2025Q4: 6,792 shares; 2026Q1: 6,776 shares; 2026Q2: 6,761 shares 6,761 $356K 0.02% -15 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,852 shares; 2024Q4: 3,248 shares; 2025Q1: 4,058 shares; 2025Q2: 5,506 shares; 2025Q3: 6,656 shares; 2025Q4: 5,986 shares; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares 2,455 $356K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373 shares; 2024Q4: 459 shares; 2025Q1: 464 shares; 2025Q2: 490 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 543 shares; 2026Q2: 505 shares 505 $355K 0.02% -38 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,615 shares; 2024Q4: 9,391 shares; 2025Q1: 9,408 shares; 2025Q2: 9,435 shares; 2025Q3: 9,463 shares; 2025Q4: 9,497 shares; 2026Q1: 9,424 shares; 2026Q2: 7,016 shares 7,016 $355K 0.02% -2,408 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,581 shares 1,581 $354K 0.02% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,185 shares; 2026Q2: 1,232 shares 1,232 $352K 0.02% +47 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,571 shares 1,571 $348K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,082 shares; 2025Q4: 2,661 shares; 2026Q1: 2,924 shares; 2026Q2: 2,459 shares 2,459 $344K 0.02% -465 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,238 shares; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,738 shares; 2026Q1: 2,888 shares; 2026Q2: 2,988 shares 2,988 $340K 0.02% +100 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,434 shares; 2025Q3: 49,171 shares; 2025Q4: 36,079 shares; 2026Q1: 8,615 shares; 2026Q2: 6,325 shares 6,325 $337K 0.02% -2,290 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,394 shares; 2025Q4: 7,045 shares; 2026Q1: 8,968 shares; 2026Q2: 9,097 shares 9,097 $336K 0.02% +129 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,426 shares; 2025Q3: 4,811 shares; 2025Q4: 5,911 shares; 2026Q1: 5,481 shares; 2026Q2: 4,681 shares 4,681 $336K 0.02% -800 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,209 shares; 2025Q2: 11,288 shares; 2025Q3: 11,309 shares; 2025Q4: 11,411 shares; 2026Q1: 11,376 shares; 2026Q2: 11,597 shares 11,597 $336K 0.02% +221 Timeline GSEW 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: 4,197 shares; 2026Q1: 3,847 shares; 2026Q2: 3,547 shares 3,547 $335K 0.02% -300 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,696 shares; 2024Q4: 6,630 shares; 2025Q1: 6,719 shares; 2025Q2: 6,701 shares; 2025Q3: 3,126 shares; 2025Q4: 3,238 shares; 2026Q1: 3,192 shares; 2026Q2: 3,087 shares 3,087 $333K 0.02% -105 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,020 shares; 2024Q4: 25,020 shares; 2025Q1: 25,020 shares; 2025Q2: 25,300 shares; 2025Q3: 24,000 shares; 2025Q4: 23,850 shares; 2026Q1: 18,800 shares; 2026Q2: 17,300 shares 17,300 $326K 0.02% -1,500 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,477 shares; 2024Q4: 7,477 shares; 2025Q1: 7,477 shares; 2025Q2: 7,477 shares; 2025Q3: 7,477 shares; 2025Q4: 7,360 shares; 2026Q1: 7,360 shares; 2026Q2: 7,266 shares 7,266 $320K 0.02% -94 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,061 shares; 2024Q4: 7,086 shares; 2025Q1: 7,099 shares; 2025Q2: 8,458 shares; 2025Q3: 6,429 shares; 2025Q4: 6,345 shares; 2026Q1: 6,096 shares; 2026Q2: 5,974 shares 5,974 $318K 0.02% -122 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,919 shares; 2026Q2: 16,040 shares 16,040 $314K 0.01% +5,121 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,603 shares; 2025Q4: 2,317 shares; 2026Q1: 1,937 shares; 2026Q2: 1,907 shares 1,907 $312K 0.01% -30 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,422 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,339 shares; 2026Q1: 9,039 shares; 2026Q2: 8,961 shares 8,961 $312K 0.01% -78 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,102 shares; 2025Q1: 2,053 shares; 2025Q2: 2,059 shares; 2025Q3: 2,104 shares; 2025Q4: 1,965 shares; 2026Q1: 2,002 shares; 2026Q2: 2,018 shares 2,018 $311K 0.01% +16 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,785 shares; 2024Q4: not reported; 2025Q1: 7,834 shares; 2025Q2: 7,829 shares; 2025Q3: 8,124 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,257 shares 6,257 $310K 0.01% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,452 shares; 2026Q1: 3,314 shares; 2026Q2: 3,315 shares 3,315 $310K 0.01% +1 Timeline ITM 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: 7,555 shares; 2024Q4: 7,515 shares; 2025Q1: 7,527 shares; 2025Q2: 7,075 shares; 2025Q3: 7,093 shares; 2025Q4: 6,678 shares; 2026Q1: 6,556 shares; 2026Q2: 6,573 shares 6,573 $309K 0.01% +17 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $304K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,742 shares; 2024Q4: 5,138 shares; 2025Q1: not reported; 2025Q2: 4,591 shares; 2025Q3: 4,149 shares; 2025Q4: 4,581 shares; 2026Q1: 5,166 shares; 2026Q2: 5,000 shares 5,000 $302K 0.01% -166 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,681 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares; 2026Q1: 7,250 shares; 2026Q2: 6,110 shares 6,110 $301K 0.01% -1,140 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: 1,648 shares; 2025Q1: 1,657 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,409 shares; 2026Q1: 1,394 shares; 2026Q2: 1,067 shares 1,067 $297K 0.01% -327 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,595 shares; 2026Q1: 2,680 shares; 2026Q2: 2,663 shares 2,663 $296K 0.01% -17 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,479 shares; 2024Q4: 5,676 shares; 2025Q1: 5,368 shares; 2025Q2: 4,985 shares; 2025Q3: 5,006 shares; 2025Q4: 4,809 shares; 2026Q1: 3,496 shares; 2026Q2: 3,224 shares 3,224 $294K 0.01% -272 Timeline VOLT 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: 7,003 shares 7,003 $293K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 291 shares; 2025Q2: 290 shares; 2025Q3: 321 shares; 2025Q4: 1,555 shares; 2026Q1: not reported; 2026Q2: 2,946 shares 2,946 $292K 0.01% new Timeline DWAS 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: 2,574 shares; 2024Q4: 2,525 shares; 2025Q1: 2,817 shares; 2025Q2: 2,487 shares; 2025Q3: 2,327 shares; 2025Q4: 2,327 shares; 2026Q1: 2,327 shares; 2026Q2: 2,287 shares 2,287 $291K 0.01% -40 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,516 shares; 2024Q4: 21,644 shares; 2025Q1: 4,882 shares; 2025Q2: 4,891 shares; 2025Q3: 4,900 shares; 2025Q4: 6,011 shares; 2026Q1: 6,021 shares; 2026Q2: 6,031 shares 6,031 $291K 0.01% +10 Timeline FNDC 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: 6,001 shares; 2024Q4: 6,001 shares; 2025Q1: 6,001 shares; 2025Q2: 5,976 shares; 2025Q3: 5,976 shares; 2025Q4: 5,976 shares; 2026Q1: 5,976 shares; 2026Q2: 5,976 shares 5,976 $290K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,126 shares; 2024Q4: 5,424 shares; 2025Q1: 5,571 shares; 2025Q2: 5,764 shares; 2025Q3: 5,787 shares; 2025Q4: 5,152 shares; 2026Q1: 5,359 shares; 2026Q2: 736 shares 736 $290K 0.01% -4,623 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,492 shares; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 5,957 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,009 shares; 2026Q2: 6,232 shares 6,232 $290K 0.01% +223 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 2,563 shares; 2025Q1: 2,565 shares; 2025Q2: 2,566 shares; 2025Q3: 2,567 shares; 2025Q4: 2,469 shares; 2026Q1: 2,470 shares; 2026Q2: 2,471 shares 2,471 $289K 0.01% +1 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,740 shares; 2025Q4: 5,668 shares; 2026Q1: 5,668 shares; 2026Q2: 5,668 shares 5,668 $289K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,912 shares; 2024Q4: 4,367 shares; 2025Q1: 4,352 shares; 2025Q2: 4,322 shares; 2025Q3: 4,336 shares; 2025Q4: 4,281 shares; 2026Q1: 5,903 shares; 2026Q2: 5,942 shares 5,942 $288K 0.01% +39 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,214 shares; 2026Q1: 8,486 shares; 2026Q2: 6,133 shares 6,133 $287K 0.01% -2,353 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,361 shares; 2024Q4: 75,591 shares; 2025Q1: 75,430 shares; 2025Q2: 87,988 shares; 2025Q3: 80,249 shares; 2025Q4: 82,372 shares; 2026Q1: 87,161 shares; 2026Q2: 5,464 shares 5,464 $286K 0.01% -81,697 Timeline WAR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,300 shares 8,300 $286K 0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,753 shares; 2026Q1: 1,859 shares; 2026Q2: 1,887 shares 1,887 $286K 0.01% +28 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 778 shares 778 $285K 0.01% -14 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,299 shares 3,299 $284K 0.01% new Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,117 shares; 2024Q4: 17,282 shares; 2025Q1: 86,149 shares; 2025Q2: 9,517 shares; 2025Q3: 6,717 shares; 2025Q4: 6,117 shares; 2026Q1: 4,117 shares; 2026Q2: 3,917 shares 3,917 $284K 0.01% -200 Timeline ESGE 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: 5,409 shares; 2026Q1: 5,409 shares; 2026Q2: 5,144 shares 5,144 $281K 0.01% -265 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 5,955 shares; 2025Q1: 5,014 shares; 2025Q2: 2,157 shares; 2025Q3: 2,161 shares; 2025Q4: not reported; 2026Q1: 2,215 shares; 2026Q2: 2,223 shares 2,223 $281K 0.01% +8 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,094 shares; 2025Q1: 16,621 shares; 2025Q2: 17,268 shares; 2025Q3: 16,884 shares; 2025Q4: 14,884 shares; 2026Q1: 14,031 shares; 2026Q2: 3,791 shares 3,791 $280K 0.01% -10,240 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 1,089 shares; 2025Q1: 1,060 shares; 2025Q2: 1,041 shares; 2025Q3: 872 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 704 shares 704 $280K 0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,030 shares; 2025Q4: 1,039 shares; 2026Q1: 1,041 shares; 2026Q2: 1,076 shares 1,076 $278K 0.01% +35 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,506 shares; 2025Q4: 2,218 shares; 2026Q1: 2,052 shares; 2026Q2: 1,786 shares 1,786 $277K 0.01% -266 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,379 shares; 2026Q2: 1,559 shares 1,559 $276K 0.01% +180 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,699 shares 2,699 $274K 0.01% new Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,075 shares; 2024Q4: 5,725 shares; 2025Q1: 5,530 shares; 2025Q2: 5,530 shares; 2025Q3: 5,365 shares; 2025Q4: 5,365 shares; 2026Q1: 5,365 shares; 2026Q2: 5,365 shares 5,365 $271K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,604 shares; 2024Q4: 7,652 shares; 2025Q1: 6,557 shares; 2025Q2: 6,467 shares; 2025Q3: 6,358 shares; 2025Q4: 2,602 shares; 2026Q1: 2,661 shares; 2026Q2: 2,085 shares 2,085 $271K 0.01% -576 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,989 shares 11,989 $268K 0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,172 shares; 2024Q4: 9,299 shares; 2025Q1: 9,520 shares; 2025Q2: 10,323 shares; 2025Q3: 11,291 shares; 2025Q4: 15,543 shares; 2026Q1: 16,645 shares; 2026Q2: 5,128 shares 5,128 $266K 0.01% -11,517 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,393 shares 22,393 $266K 0.01% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,615 shares; 2025Q3: 4,694 shares; 2025Q4: 4,622 shares; 2026Q1: 5,425 shares; 2026Q2: 5,660 shares 5,660 $265K 0.01% +235 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,586 shares; 2026Q1: 10,556 shares; 2026Q2: 10,045 shares 10,045 $263K 0.01% -511 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,123 shares; 2025Q4: 5,281 shares; 2026Q1: 6,232 shares; 2026Q2: 4,643 shares 4,643 $262K 0.01% -1,589 Timeline EXC EXELON CORP More: the full row for EXELON 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: 5,209 shares; 2026Q2: 5,612 shares 5,612 $262K 0.01% +403 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,344 shares; 2025Q2: 11,357 shares; 2025Q3: 11,369 shares; 2025Q4: 12,631 shares; 2026Q1: 12,850 shares; 2026Q2: 15,655 shares 15,655 $261K 0.01% +2,805 Timeline TRP TC ENERGY CORP More: the full row for TC 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: 3,911 shares; 2026Q2: 3,916 shares 3,916 $260K 0.01% +5 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,785 shares; 2025Q4: 4,799 shares; 2026Q1: 4,772 shares; 2026Q2: 4,823 shares 4,823 $254K 0.01% +51 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,410 shares; 2026Q2: 4,452 shares 4,452 $254K 0.01% +42 Timeline FLQM 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: 4,306 shares; 2026Q2: 4,365 shares 4,365 $253K 0.01% +59 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378 shares; 2026Q2: 496 shares 496 $253K 0.01% +118 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,360 shares; 2025Q3: 7,248 shares; 2025Q4: 7,248 shares; 2026Q1: 7,248 shares; 2026Q2: 7,248 shares 7,248 $253K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 584 shares 584 $252K 0.01% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 5,881 shares; 2025Q4: 5,881 shares; 2026Q1: 5,781 shares; 2026Q2: 5,781 shares 5,781 $252K 0.01% 0 Timeline FNB F N B CORP More: the full row for F N B 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: 11,145 shares; 2026Q1: 13,079 shares; 2026Q2: 13,127 shares 13,127 $250K 0.01% +48 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,532 shares; 2024Q4: 7,938 shares; 2025Q1: 6,986 shares; 2025Q2: 5,787 shares; 2025Q3: 5,378 shares; 2025Q4: 4,765 shares; 2026Q1: 4,303 shares; 2026Q2: 4,159 shares 4,159 $250K 0.01% -144 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,975 shares; 2026Q2: 4,925 shares 4,925 $248K 0.01% -50 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,176 shares; 2024Q4: 104,637 shares; 2025Q1: 101,944 shares; 2025Q2: 130,625 shares; 2025Q3: 120,717 shares; 2025Q4: 121,926 shares; 2026Q1: 122,252 shares; 2026Q2: 2,561 shares 2,561 $247K 0.01% -119,691 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 2,319 shares; 2025Q1: 2,241 shares; 2025Q2: 2,245 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $246K 0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,044 shares; 2024Q4: 2,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares; 2026Q1: not reported; 2026Q2: 2,450 shares 2,450 $246K 0.01% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 596 shares; 2025Q4: 597 shares; 2026Q1: 598 shares; 2026Q2: 599 shares 599 $245K 0.01% +1 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,899 shares; 2024Q4: 3,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,528 shares; 2025Q4: 4,255 shares; 2026Q1: 2,995 shares; 2026Q2: 3,044 shares 3,044 $244K 0.01% +49 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,635 shares 7,635 $244K 0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,335 shares; 2026Q1: 7,999 shares; 2026Q2: 7,171 shares 7,171 $243K 0.01% -828 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,928 shares; 2024Q4: 6,995 shares; 2025Q1: 6,370 shares; 2025Q2: 5,220 shares; 2025Q3: 6,833 shares; 2025Q4: 5,940 shares; 2026Q1: 5,875 shares; 2026Q2: 4,056 shares 4,056 $242K 0.01% -1,819 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,934 shares 2,934 $241K 0.01% new Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,150 shares 5,150 $240K 0.01% new Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,525 shares; 2025Q3: 5,525 shares; 2025Q4: 5,425 shares; 2026Q1: 5,425 shares; 2026Q2: 5,425 shares 5,425 $239K 0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,193 shares; 2024Q4: 26,993 shares; 2025Q1: 26,993 shares; 2025Q2: 26,993 shares; 2025Q3: 25,349 shares; 2025Q4: 17,125 shares; 2026Q1: 17,125 shares; 2026Q2: 17,289 shares 17,289 $239K 0.01% +164 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,856 shares; 2026Q1: 4,312 shares; 2026Q2: 4,323 shares 4,323 $239K 0.01% +11 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,652 shares; 2024Q4: 25,294 shares; 2025Q1: 25,749 shares; 2025Q2: 17,704 shares; 2025Q3: 18,049 shares; 2025Q4: 1,776 shares; 2026Q1: 1,502 shares; 2026Q2: 1,394 shares 1,394 $237K 0.01% -108 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 703 shares; 2025Q1: 591 shares; 2025Q2: 555 shares; 2025Q3: 517 shares; 2025Q4: 565 shares; 2026Q1: 465 shares; 2026Q2: 471 shares 471 $236K 0.01% +6 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,851 shares 2,851 $236K 0.01% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,430 shares; 2025Q1: 13,080 shares; 2025Q2: 13,080 shares; 2025Q3: 11,980 shares; 2025Q4: 10,080 shares; 2026Q1: 11,080 shares; 2026Q2: 10,930 shares 10,930 $234K 0.01% -150 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,293 shares 6,293 $232K 0.01% new Timeline GOCT 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: 5,575 shares; 2026Q1: 5,575 shares; 2026Q2: 5,575 shares 5,575 $232K 0.01% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 927 shares 927 $231K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS 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: 819 shares 819 $230K 0.01% new Timeline SDSI 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: 4,434 shares; 2026Q2: 4,434 shares 4,434 $228K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,722 shares 2,722 $228K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 894 shares 894 $228K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,053 shares; 2024Q4: 6,342 shares; 2025Q1: 6,344 shares; 2025Q2: 5,944 shares; 2025Q3: 5,911 shares; 2025Q4: 5,870 shares; 2026Q1: 5,870 shares; 2026Q2: 5,870 shares 5,870 $225K 0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,064 shares; 2024Q4: 5,121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,990 shares; 2026Q2: 2,997 shares 2,997 $225K 0.01% +7 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,488 shares; 2025Q4: 4,015 shares; 2026Q1: 4,020 shares; 2026Q2: 4,440 shares 4,440 $225K 0.01% +420 Timeline PGX 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: 41,525 shares; 2024Q4: 20,420 shares; 2025Q1: 20,420 shares; 2025Q2: 22,255 shares; 2025Q3: 21,755 shares; 2025Q4: 23,505 shares; 2026Q1: 25,214 shares; 2026Q2: 20,596 shares 20,596 $223K 0.01% -4,618 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 934 shares 934 $222K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,143 shares 6,143 $222K 0.01% new Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,377 shares; 2026Q2: 3,351 shares 3,351 $222K 0.01% -26 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,880 shares; 2026Q1: 2,667 shares; 2026Q2: 2,862 shares 2,862 $222K 0.01% +195 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,055 shares; 2024Q4: 4,805 shares; 2025Q1: 4,805 shares; 2025Q2: 3,880 shares; 2025Q3: 3,784 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,934 shares 2,934 $220K 0.01% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,283 shares; 2025Q4: 9,291 shares; 2026Q1: 9,301 shares; 2026Q2: 9,310 shares 9,310 $219K 0.01% +9 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 11,327 shares; 2026Q2: 11,459 shares 11,459 $219K 0.01% +132 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,204 shares; 2024Q4: 10,214 shares; 2025Q1: 10,221 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,991 shares; 2026Q2: 9,998 shares 9,998 $218K 0.01% +7 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,496 shares; 2025Q4: 9,951 shares; 2026Q1: 9,951 shares; 2026Q2: 9,951 shares 9,951 $218K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,713 shares; 2025Q2: 1,715 shares; 2025Q3: 1,722 shares; 2025Q4: 6,317 shares; 2026Q1: 1,945 shares; 2026Q2: 1,842 shares 1,842 $218K 0.01% -103 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,805 shares; 2025Q3: 5,305 shares; 2025Q4: 5,305 shares; 2026Q1: 5,305 shares; 2026Q2: 5,305 shares 5,305 $217K 0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,556 shares; 2026Q1: 7,263 shares; 2026Q2: 7,115 shares 7,115 $216K 0.01% -148 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; 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: 4,690 shares 4,690 $214K 0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,208 shares; 2024Q4: 5,208 shares; 2025Q1: 6,208 shares; 2025Q2: 6,204 shares; 2025Q3: 6,231 shares; 2025Q4: 6,234 shares; 2026Q1: 5,288 shares; 2026Q2: 2,805 shares 2,805 $214K 0.01% -2,483 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 11,200 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares; 2026Q2: 10,700 shares 10,700 $214K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 1,929 shares; 2026Q2: 1,893 shares 1,893 $214K 0.01% -36 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,047 shares; 2025Q4: 9,047 shares; 2026Q1: 9,047 shares; 2026Q2: 9,047 shares 9,047 $214K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,428 shares; 2025Q4: 1,415 shares; 2026Q1: 1,348 shares; 2026Q2: 1,023 shares 1,023 $213K 0.01% -325 Timeline IBUY 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: 3,431 shares; 2025Q2: 3,376 shares; 2025Q3: 3,191 shares; 2025Q4: 3,189 shares; 2026Q1: not reported; 2026Q2: 3,083 shares 3,083 $213K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,147 shares; 2025Q2: 7,087 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,383 shares 1,383 $212K 0.01% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,838 shares; 2025Q2: 10,850 shares; 2025Q3: 10,862 shares; 2025Q4: 11,403 shares; 2026Q1: 11,601 shares; 2026Q2: 11,427 shares 11,427 $212K 0.01% -174 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; 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: 2,893 shares 2,893 $212K 0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,427 shares; 2026Q2: 13,976 shares 13,976 $210K 0.01% -451 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,704 shares; 2024Q4: 7,704 shares; 2025Q1: 5,780 shares; 2025Q2: 6,968 shares; 2025Q3: 7,387 shares; 2025Q4: 5,481 shares; 2026Q1: 5,608 shares; 2026Q2: 4,582 shares 4,582 $210K 0.01% -1,026 Timeline OCTT 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: 8,130 shares; 2024Q4: 8,130 shares; 2025Q1: 5,793 shares; 2025Q2: 6,964 shares; 2025Q3: 7,360 shares; 2025Q4: 5,343 shares; 2026Q1: 5,439 shares; 2026Q2: 4,502 shares 4,502 $210K 0.01% -937 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,277 shares; 2024Q4: 10,177 shares; 2025Q1: 12,927 shares; 2025Q2: 14,627 shares; 2025Q3: 14,257 shares; 2025Q4: 14,345 shares; 2026Q1: not reported; 2026Q2: 4,955 shares 4,955 $209K 0.01% new Timeline GNOV 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: 18,476 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $209K 0.01% new Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,164 shares; 2024Q4: 8,164 shares; 2025Q1: 5,662 shares; 2025Q2: 6,795 shares; 2025Q3: 7,178 shares; 2025Q4: 5,216 shares; 2026Q1: 5,312 shares; 2026Q2: 4,369 shares 4,369 $209K 0.01% -943 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,277 shares 1,277 $209K 0.01% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,956 shares 3,956 $209K 0.01% new Timeline QTEC 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: 3,134 shares; 2024Q4: 3,413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 975 shares; 2026Q1: 994 shares; 2026Q2: 619 shares 619 $207K 0.01% -375 Timeline VRDN VIRIDIAN THERAPEUTICS INC More: the full row for VIRIDIAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,272 shares 11,272 $207K 0.01% new Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,393 shares 3,393 $207K 0.01% new Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,181 shares; 2026Q2: 7,092 shares 7,092 $206K 0.01% -89 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $206K 0.01% 0 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,292 shares 7,292 $206K 0.01% new Timeline AON AON PLC More: the full row for AON 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: 654 shares; 2026Q1: 631 shares; 2026Q2: 618 shares 618 $205K 0.01% -13 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,545 shares; 2024Q4: 11,545 shares; 2025Q1: 11,545 shares; 2025Q2: 10,845 shares; 2025Q3: 10,845 shares; 2025Q4: 10,845 shares; 2026Q1: 10,845 shares; 2026Q2: 10,845 shares 10,845 $203K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,563 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,326 shares; 2026Q2: 8,482 shares 8,482 $203K 0.01% +156 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 512 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 527 shares 527 $203K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,345 shares; 2026Q2: 2,127 shares 2,127 $202K 0.01% -218 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,894 shares 4,894 $202K 0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,677 shares 6,677 $202K 0.01% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,184 shares 1,184 $201K 0.01% new Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,950 shares 3,950 $201K 0.01% new Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,092 shares; 2026Q1: 12,344 shares; 2026Q2: 12,124 shares 12,124 $199K 0.01% -220 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,552 shares; 2024Q4: 23,052 shares; 2025Q1: 23,052 shares; 2025Q2: 18,946 shares; 2025Q3: 18,946 shares; 2025Q4: 18,946 shares; 2026Q1: 18,946 shares; 2026Q2: 18,946 shares 18,946 $181K 0.01% 0 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,610 shares; 2024Q4: 20,610 shares; 2025Q1: 20,610 shares; 2025Q2: 20,610 shares; 2025Q3: 20,610 shares; 2025Q4: 20,212 shares; 2026Q1: 20,212 shares; 2026Q2: 20,212 shares 20,212 $169K 0.01% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,180 shares; 2024Q4: 17,181 shares; 2025Q1: 17,183 shares; 2025Q2: 14,892 shares; 2025Q3: 14,894 shares; 2025Q4: 14,895 shares; 2026Q1: 14,897 shares; 2026Q2: 14,898 shares 14,898 $154K 0.01% +1 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,570 shares; 2024Q4: 24,715 shares; 2025Q1: 22,960 shares; 2025Q2: 23,914 shares; 2025Q3: 24,124 shares; 2025Q4: 20,066 shares; 2026Q1: 19,985 shares; 2026Q2: 19,728 shares 19,728 $151K 0.01% -257 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,836 shares; 2024Q4: 15,839 shares; 2025Q1: 15,842 shares; 2025Q2: 13,402 shares; 2025Q3: 12,495 shares; 2025Q4: 11,220 shares; 2026Q1: 11,222 shares; 2026Q2: 11,158 shares 11,158 $137K 0.01% -64 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,474 shares; 2024Q4: 13,474 shares; 2025Q1: 13,474 shares; 2025Q2: 11,686 shares; 2025Q3: 11,686 shares; 2025Q4: 11,686 shares; 2026Q1: 11,686 shares; 2026Q2: 11,686 shares 11,686 $132K 0.01% 0 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,100 shares; 2024Q4: 75,100 shares; 2025Q1: 32,100 shares; 2025Q2: 32,100 shares; 2025Q3: 27,700 shares; 2025Q4: 20,200 shares; 2026Q1: 20,200 shares; 2026Q2: 20,200 shares 20,200 $130K 0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 14,550 shares 14,550 $130K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,167 shares; 2024Q4: 13,056 shares; 2025Q1: 13,145 shares; 2025Q2: 13,286 shares; 2025Q3: 11,281 shares; 2025Q4: 11,436 shares; 2026Q1: 10,410 shares; 2026Q2: 10,526 shares 10,526 $124K 0.01% +116 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,659 shares; 2024Q4: 25,151 shares; 2025Q1: 20,235 shares; 2025Q2: 18,736 shares; 2025Q3: 18,453 shares; 2025Q4: 17,546 shares; 2026Q1: 15,228 shares; 2026Q2: 13,693 shares 13,693 $111K 0.01% -1,535 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,718 shares; 2024Q4: 22,798 shares; 2025Q1: 22,893 shares; 2025Q2: 18,943 shares; 2025Q3: 19,038 shares; 2025Q4: 19,135 shares; 2026Q1: 19,234 shares; 2026Q2: 19,336 shares 19,336 $111K 0.01% +102 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN 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: 15,500 shares; 2026Q2: 16,524 shares 16,524 $94.2K <0.01% +1,024 Timeline SGMT SAGIMET BIOSCIENCES INC More: the full row for SAGIMET BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,000 shares 12,000 $92.8K <0.01% new Timeline VNDA VANDA PHARMACEUTICALS INC More: the full row for VANDA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $85.7K <0.01% 0 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING 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: 16,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares 17,000 $84.8K <0.01% 0 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,749 shares; 2024Q4: 14,436 shares; 2025Q1: 14,436 shares; 2025Q2: 14,436 shares; 2025Q3: 14,411 shares; 2025Q4: 14,411 shares; 2026Q1: 14,411 shares; 2026Q2: 14,411 shares 14,411 $66.4K <0.01% 0 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND 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: 15,451 shares; 2026Q1: 15,451 shares; 2026Q2: 15,451 shares 15,451 $65.8K <0.01% 0 Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares; 2026Q2: 22,500 shares 22,500 $63K <0.01% 0 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,450 shares; 2026Q1: 11,450 shares; 2026Q2: 12,150 shares 12,150 $57.5K <0.01% +700 Timeline MMA MIXED MARTIAL ARTS GROUP LTD More: the full row for MIXED MARTIAL ARTS GROUP 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: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $51.6K <0.01% 0 Timeline HYPD HYPERION DEFI INC More: the full row for HYPERION DEFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,125 shares; 2026Q1: 11,125 shares; 2026Q2: 11,125 shares 11,125 $34.9K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,798 shares; 2024Q4: 15,645 shares; 2025Q1: 18,145 shares; 2025Q2: 18,145 shares; 2025Q3: 15,645 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $33.9K <0.01% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 13,500 shares; 2025Q3: 19,500 shares; 2025Q4: 31,500 shares; 2026Q1: 33,500 shares; 2026Q2: 33,500 shares 33,500 $28.2K <0.01% 0 Timeline