LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,213 shares; 2024Q4: 12,409 shares; 2025Q1: 13,213 shares; 2025Q2: 13,088 shares; 2025Q3: 13,532 shares; 2025Q4: 13,433 shares; 2026Q1: 15,364 shares; 2026Q2: 14,449 shares 14,449 $3.19M 0.02% -915 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,446 shares; 2024Q4: 16,677 shares; 2025Q1: 18,018 shares; 2025Q2: 24,265 shares; 2025Q3: 24,500 shares; 2025Q4: 16,310 shares; 2026Q1: 12,766 shares; 2026Q2: 14,219 shares 14,219 $3.18M 0.02% +1,453 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,686 shares; 2025Q2: 8,129 shares; 2025Q3: 98,802 shares; 2025Q4: 100,119 shares; 2026Q1: 92,528 shares; 2026Q2: 108,642 shares 108,642 $3.18M 0.02% +16,114 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,792 shares; 2025Q1: 1,842 shares; 2025Q2: 1,760 shares; 2025Q3: 3,893 shares; 2025Q4: 12,595 shares; 2026Q1: 9,898 shares; 2026Q2: 10,486 shares 10,486 $3.18M 0.02% +588 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,772 shares; 2024Q4: 42,220 shares; 2025Q1: 69,890 shares; 2025Q2: 88,263 shares; 2025Q3: 95,683 shares; 2025Q4: 97,206 shares; 2026Q1: 78,433 shares; 2026Q2: 86,791 shares 86,791 $3.17M 0.02% +8,358 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,550 shares; 2024Q4: 13,641 shares; 2025Q1: 15,260 shares; 2025Q2: 14,405 shares; 2025Q3: 16,943 shares; 2025Q4: 15,818 shares; 2026Q1: 14,213 shares; 2026Q2: 19,945 shares 19,945 $3.16M 0.02% +5,732 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,107 shares; 2024Q4: 78,766 shares; 2025Q1: 87,836 shares; 2025Q2: 89,591 shares; 2025Q3: 101,854 shares; 2025Q4: 338,030 shares; 2026Q1: 144,958 shares; 2026Q2: 141,398 shares 141,398 $3.16M 0.02% -3,560 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,716 shares; 2024Q4: 21,791 shares; 2025Q1: 22,023 shares; 2025Q2: 22,097 shares; 2025Q3: 20,293 shares; 2025Q4: 19,458 shares; 2026Q1: 10,168 shares; 2026Q2: 6,893 shares 6,893 $3.16M 0.02% -3,275 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,340 shares; 2024Q4: 101,965 shares; 2025Q1: 81,858 shares; 2025Q2: 83,474 shares; 2025Q3: 76,119 shares; 2025Q4: 70,559 shares; 2026Q1: 99,673 shares; 2026Q2: 128,461 shares 128,461 $3.15M 0.02% +28,788 Timeline EBND 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: 306,998 shares; 2024Q4: 258,313 shares; 2025Q1: 256,825 shares; 2025Q2: 253,555 shares; 2025Q3: 209,070 shares; 2025Q4: 173,989 shares; 2026Q1: 174,558 shares; 2026Q2: 150,341 shares 150,341 $3.15M 0.02% -24,217 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: 15,440 shares; 2024Q4: 14,378 shares; 2025Q1: 13,405 shares; 2025Q2: 20,454 shares; 2025Q3: 19,520 shares; 2025Q4: 17,260 shares; 2026Q1: 24,807 shares; 2026Q2: 24,902 shares 24,902 $3.15M 0.02% +95 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,349 shares; 2024Q4: 12,420 shares; 2025Q1: not reported; 2025Q2: 17,603 shares; 2025Q3: 18,809 shares; 2025Q4: 19,841 shares; 2026Q1: 19,574 shares; 2026Q2: 14,024 shares 14,024 $3.14M 0.02% -5,550 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,485 shares; 2024Q4: 8,257 shares; 2025Q1: 10,456 shares; 2025Q2: not reported; 2025Q3: 8,262 shares; 2025Q4: 8,390 shares; 2026Q1: 20,691 shares; 2026Q2: 114,327 shares 114,327 $3.13M 0.02% +93,636 Timeline DXUV 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: 47,075 shares 47,075 $3.13M 0.02% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,328 shares; 2024Q4: 45,862 shares; 2025Q1: 63,379 shares; 2025Q2: 62,704 shares; 2025Q3: 55,902 shares; 2025Q4: 50,692 shares; 2026Q1: 43,561 shares; 2026Q2: 42,972 shares 42,972 $3.13M 0.02% -589 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,563 shares; 2024Q4: 45,361 shares; 2025Q1: 51,161 shares; 2025Q2: 47,564 shares; 2025Q3: 48,614 shares; 2025Q4: 53,450 shares; 2026Q1: 59,192 shares; 2026Q2: 62,761 shares 62,761 $3.13M 0.02% +3,569 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,555 shares; 2024Q4: 7,915 shares; 2025Q1: 8,301 shares; 2025Q2: 7,185 shares; 2025Q3: 9,292 shares; 2025Q4: 10,237 shares; 2026Q1: 11,244 shares; 2026Q2: 12,528 shares 12,528 $3.11M 0.02% +1,284 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,103 shares; 2024Q4: 17,081 shares; 2025Q1: 17,766 shares; 2025Q2: 19,933 shares; 2025Q3: 48,489 shares; 2025Q4: 53,965 shares; 2026Q1: 59,274 shares; 2026Q2: 82,803 shares 82,803 $3.11M 0.02% +23,529 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,587 shares; 2024Q4: 53,590 shares; 2025Q1: 53,879 shares; 2025Q2: 54,475 shares; 2025Q3: 55,779 shares; 2025Q4: 55,182 shares; 2026Q1: 45,850 shares; 2026Q2: 44,177 shares 44,177 $3.1M 0.02% -1,673 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,460 shares; 2024Q4: 7,459 shares; 2025Q1: not reported; 2025Q2: 17,079 shares; 2025Q3: 17,988 shares; 2025Q4: 18,782 shares; 2026Q1: 19,067 shares; 2026Q2: 19,216 shares 19,216 $3.09M 0.02% +149 Timeline FTSL 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: 41,659 shares; 2024Q4: 56,105 shares; 2025Q1: 59,058 shares; 2025Q2: 65,562 shares; 2025Q3: 55,237 shares; 2025Q4: 54,176 shares; 2026Q1: 64,528 shares; 2026Q2: 68,727 shares 68,727 $3.08M 0.02% +4,199 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: 31,336 shares; 2025Q4: 33,173 shares; 2026Q1: 34,255 shares; 2026Q2: 33,300 shares 33,300 $3.06M 0.02% -955 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,797 shares; 2024Q4: 5,898 shares; 2025Q1: 2,674 shares; 2025Q2: not reported; 2025Q3: 9,419 shares; 2025Q4: 12,993 shares; 2026Q1: not reported; 2026Q2: 12,602 shares 12,602 $3.06M 0.02% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,783 shares; 2024Q4: 167,257 shares; 2025Q1: not reported; 2025Q2: 208,871 shares; 2025Q3: 62,024 shares; 2025Q4: 61,333 shares; 2026Q1: 61,355 shares; 2026Q2: 65,033 shares 65,033 $3.05M 0.02% +3,678 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: 35,232 shares; 2024Q4: 27,220 shares; 2025Q1: 28,795 shares; 2025Q2: 28,275 shares; 2025Q3: 53,911 shares; 2025Q4: 30,355 shares; 2026Q1: 62,292 shares; 2026Q2: 65,608 shares 65,608 $3.05M 0.02% +3,316 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: 17,318 shares; 2024Q4: 19,654 shares; 2025Q1: 29,059 shares; 2025Q2: 47,790 shares; 2025Q3: 52,472 shares; 2025Q4: 57,040 shares; 2026Q1: not reported; 2026Q2: 65,113 shares 65,113 $3.04M 0.02% new Timeline BSCX 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: not reported; 2026Q1: 110,277 shares; 2026Q2: 143,484 shares 143,484 $3.02M 0.02% +33,207 Timeline ARKQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,446 shares; 2026Q1: not reported; 2026Q2: 22,796 shares 22,796 $3.01M 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,526 shares; 2024Q4: 5,560 shares; 2025Q1: 6,919 shares; 2025Q2: not reported; 2025Q3: 8,944 shares; 2025Q4: 8,635 shares; 2026Q1: 9,236 shares; 2026Q2: 10,340 shares 10,340 $3M 0.02% +1,104 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,346 shares; 2024Q4: 14,306 shares; 2025Q1: 14,050 shares; 2025Q2: 16,572 shares; 2025Q3: 13,777 shares; 2025Q4: 8,552 shares; 2026Q1: 7,928 shares; 2026Q2: 8,211 shares 8,211 $2.99M 0.02% +283 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,329 shares; 2024Q4: 12,352 shares; 2025Q1: 16,396 shares; 2025Q2: not reported; 2025Q3: 19,023 shares; 2025Q4: 21,956 shares; 2026Q1: 23,283 shares; 2026Q2: 17,717 shares 17,717 $2.98M 0.02% -5,566 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,802 shares; 2024Q4: 141,701 shares; 2025Q1: 131,749 shares; 2025Q2: 123,392 shares; 2025Q3: 128,624 shares; 2025Q4: 127,554 shares; 2026Q1: 126,755 shares; 2026Q2: 134,567 shares 134,567 $2.98M 0.02% +7,812 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,262 shares; 2025Q2: 22,684 shares; 2025Q3: 22,337 shares; 2025Q4: 22,369 shares; 2026Q1: not reported; 2026Q2: 61,848 shares 61,848 $2.97M 0.02% new 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: 14,433 shares; 2024Q4: 19,906 shares; 2025Q1: 23,171 shares; 2025Q2: 26,262 shares; 2025Q3: 27,603 shares; 2025Q4: 27,731 shares; 2026Q1: 23,483 shares; 2026Q2: 19,227 shares 19,227 $2.96M 0.02% -4,256 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,251 shares; 2024Q4: 220,849 shares; 2025Q1: 226,738 shares; 2025Q2: 230,265 shares; 2025Q3: 240,088 shares; 2025Q4: 106,918 shares; 2026Q1: 112,721 shares; 2026Q2: 133,775 shares 133,775 $2.96M 0.02% +21,054 Timeline FENY 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: 33,464 shares; 2024Q4: 15,249 shares; 2025Q1: not reported; 2025Q2: 102,600 shares; 2025Q3: 36,485 shares; 2025Q4: 37,856 shares; 2026Q1: 52,795 shares; 2026Q2: 100,060 shares 100,060 $2.96M 0.02% +47,265 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: not reported; 2025Q4: 36,035 shares; 2026Q1: 42,551 shares; 2026Q2: 52,820 shares 52,820 $2.96M 0.02% +10,269 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,950 shares; 2024Q4: not reported; 2025Q1: 41,454 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,515 shares; 2026Q1: not reported; 2026Q2: 27,983 shares 27,983 $2.94M 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,440 shares; 2024Q4: 44,119 shares; 2025Q1: 70,944 shares; 2025Q2: 84,370 shares; 2025Q3: 99,084 shares; 2025Q4: 75,351 shares; 2026Q1: 79,155 shares; 2026Q2: 88,316 shares 88,316 $2.94M 0.02% +9,161 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,484 shares; 2024Q4: 35,258 shares; 2025Q1: not reported; 2025Q2: 46,540 shares; 2025Q3: 54,847 shares; 2025Q4: 58,082 shares; 2026Q1: 57,786 shares; 2026Q2: 65,177 shares 65,177 $2.94M 0.02% +7,391 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,253 shares; 2024Q4: 26,793 shares; 2025Q1: not reported; 2025Q2: 27,136 shares; 2025Q3: 25,423 shares; 2025Q4: 25,802 shares; 2026Q1: 20,030 shares; 2026Q2: 15,367 shares 15,367 $2.93M 0.02% -4,663 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: 10,794 shares; 2024Q4: 18,886 shares; 2025Q1: 24,057 shares; 2025Q2: 46,781 shares; 2025Q3: 15,245 shares; 2025Q4: 12,520 shares; 2026Q1: 20,085 shares; 2026Q2: 18,975 shares 18,975 $2.92M 0.02% -1,110 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: 61,375 shares; 2024Q4: 56,610 shares; 2025Q1: 64,750 shares; 2025Q2: 58,330 shares; 2025Q3: 60,989 shares; 2025Q4: 61,451 shares; 2026Q1: 64,750 shares; 2026Q2: 60,333 shares 60,333 $2.91M 0.02% -4,417 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,783 shares; 2024Q4: 78,693 shares; 2025Q1: not reported; 2025Q2: 67,427 shares; 2025Q3: 67,503 shares; 2025Q4: 61,078 shares; 2026Q1: 59,411 shares; 2026Q2: 57,904 shares 57,904 $2.9M 0.02% -1,507 Timeline SNOV 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: 21,336 shares; 2025Q2: 19,700 shares; 2025Q3: 100,560 shares; 2025Q4: 104,518 shares; 2026Q1: 106,727 shares; 2026Q2: 106,727 shares 106,727 $2.89M 0.02% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,975 shares; 2024Q4: 16,160 shares; 2025Q1: 18,815 shares; 2025Q2: 19,619 shares; 2025Q3: 16,597 shares; 2025Q4: 16,765 shares; 2026Q1: 12,836 shares; 2026Q2: 11,070 shares 11,070 $2.88M 0.02% -1,766 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 6,398 shares; 2025Q1: 11,753 shares; 2025Q2: 8,960 shares; 2025Q3: 9,214 shares; 2025Q4: 9,546 shares; 2026Q1: not reported; 2026Q2: 19,640 shares 19,640 $2.87M 0.02% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,436 shares; 2025Q4: 57,903 shares; 2026Q1: not reported; 2026Q2: 86,589 shares 86,589 $2.85M 0.02% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,942 shares; 2024Q4: 47,545 shares; 2025Q1: 41,300 shares; 2025Q2: 42,202 shares; 2025Q3: 42,372 shares; 2025Q4: 33,342 shares; 2026Q1: 48,982 shares; 2026Q2: 57,218 shares 57,218 $2.85M 0.02% +8,236 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,006 shares; 2024Q4: 20,179 shares; 2025Q1: 25,141 shares; 2025Q2: 33,027 shares; 2025Q3: 35,811 shares; 2025Q4: 40,514 shares; 2026Q1: 37,926 shares; 2026Q2: 37,411 shares 37,411 $2.85M 0.02% -515 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,967 shares; 2024Q4: 26,085 shares; 2025Q1: 27,481 shares; 2025Q2: 26,029 shares; 2025Q3: 20,806 shares; 2025Q4: 21,057 shares; 2026Q1: 26,002 shares; 2026Q2: 29,367 shares 29,367 $2.83M 0.02% +3,365 Timeline JIG 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: 31,544 shares; 2025Q4: not reported; 2026Q1: 34,151 shares; 2026Q2: 32,333 shares 32,333 $2.82M 0.02% -1,818 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,585 shares; 2024Q4: 13,351 shares; 2025Q1: 16,201 shares; 2025Q2: 13,702 shares; 2025Q3: 13,465 shares; 2025Q4: 13,128 shares; 2026Q1: 14,835 shares; 2026Q2: 21,502 shares 21,502 $2.81M 0.02% +6,667 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,413 shares; 2025Q4: 7,353 shares; 2026Q1: 9,533 shares; 2026Q2: 16,976 shares 16,976 $2.81M 0.02% +7,443 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,681 shares; 2024Q4: 6,307 shares; 2025Q1: 5,477 shares; 2025Q2: 5,445 shares; 2025Q3: 5,418 shares; 2025Q4: 5,462 shares; 2026Q1: 5,378 shares; 2026Q2: 5,640 shares 5,640 $2.79M 0.02% +262 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,369 shares; 2024Q4: 10,501 shares; 2025Q1: 9,220 shares; 2025Q2: 10,250 shares; 2025Q3: 10,597 shares; 2025Q4: 10,882 shares; 2026Q1: 11,240 shares; 2026Q2: 15,524 shares 15,524 $2.79M 0.02% +4,284 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,437 shares; 2024Q4: 32,525 shares; 2025Q1: 34,412 shares; 2025Q2: 36,687 shares; 2025Q3: 37,428 shares; 2025Q4: 31,079 shares; 2026Q1: 32,687 shares; 2026Q2: 53,762 shares 53,762 $2.79M 0.02% +21,075 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,092 shares; 2025Q1: 32,076 shares; 2025Q2: 47,674 shares; 2025Q3: 63,582 shares; 2025Q4: 74,579 shares; 2026Q1: 81,201 shares; 2026Q2: 94,627 shares 94,627 $2.79M 0.02% +13,426 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,426 shares; 2024Q4: 4,928 shares; 2025Q1: not reported; 2025Q2: 4,824 shares; 2025Q3: 4,536 shares; 2025Q4: 3,615 shares; 2026Q1: 3,465 shares; 2026Q2: 4,942 shares 4,942 $2.77M 0.02% +1,477 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,163 shares 115,163 $2.77M 0.02% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,032 shares; 2024Q4: 19,953 shares; 2025Q1: 23,946 shares; 2025Q2: 24,045 shares; 2025Q3: 29,621 shares; 2025Q4: 30,323 shares; 2026Q1: 25,508 shares; 2026Q2: 27,849 shares 27,849 $2.73M 0.02% +2,341 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,168 shares; 2024Q4: 13,004 shares; 2025Q1: 14,060 shares; 2025Q2: 15,836 shares; 2025Q3: 17,083 shares; 2025Q4: 16,764 shares; 2026Q1: 16,861 shares; 2026Q2: 13,551 shares 13,551 $2.73M 0.02% -3,310 Timeline DFNM 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: 39,201 shares; 2024Q4: 40,159 shares; 2025Q1: 40,299 shares; 2025Q2: 42,496 shares; 2025Q3: 41,893 shares; 2025Q4: 42,437 shares; 2026Q1: 45,467 shares; 2026Q2: 56,114 shares 56,114 $2.71M 0.02% +10,647 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: 9,736 shares; 2024Q4: 14,838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,777 shares; 2025Q4: not reported; 2026Q1: 33,310 shares; 2026Q2: 35,344 shares 35,344 $2.71M 0.02% +2,034 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,864 shares; 2024Q4: 3,709 shares; 2025Q1: 3,677 shares; 2025Q2: 6,275 shares; 2025Q3: 6,576 shares; 2025Q4: not reported; 2026Q1: 10,076 shares; 2026Q2: 10,547 shares 10,547 $2.7M 0.02% +471 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,567 shares; 2024Q4: 37,205 shares; 2025Q1: 57,927 shares; 2025Q2: 54,294 shares; 2025Q3: 53,882 shares; 2025Q4: 67,661 shares; 2026Q1: 46,698 shares; 2026Q2: 54,346 shares 54,346 $2.69M 0.02% +7,648 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574 shares; 2024Q4: 579 shares; 2025Q1: 582 shares; 2025Q2: 585 shares; 2025Q3: 574 shares; 2025Q4: 565 shares; 2026Q1: 621 shares; 2026Q2: 15,076 shares 15,076 $2.69M 0.02% +14,455 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: 13,875 shares; 2024Q4: 10,864 shares; 2025Q1: 10,545 shares; 2025Q2: 9,689 shares; 2025Q3: 7,695 shares; 2025Q4: 5,919 shares; 2026Q1: 4,119 shares; 2026Q2: 9,552 shares 9,552 $2.68M 0.02% +5,433 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: 101,746 shares; 2024Q4: 115,116 shares; 2025Q1: 116,312 shares; 2025Q2: 84,827 shares; 2025Q3: 78,215 shares; 2025Q4: 72,274 shares; 2026Q1: 66,457 shares; 2026Q2: 64,394 shares 64,394 $2.67M 0.02% -2,063 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,054 shares; 2024Q4: 8,192 shares; 2025Q1: 8,762 shares; 2025Q2: 11,306 shares; 2025Q3: 11,199 shares; 2025Q4: 9,791 shares; 2026Q1: 11,212 shares; 2026Q2: 11,833 shares 11,833 $2.65M 0.02% +621 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,030 shares; 2024Q4: 33,075 shares; 2025Q1: 36,516 shares; 2025Q2: 43,170 shares; 2025Q3: 49,287 shares; 2025Q4: 52,146 shares; 2026Q1: 50,269 shares; 2026Q2: 47,777 shares 47,777 $2.65M 0.02% -2,492 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,467 shares 15,467 $2.64M 0.02% new Timeline IYR 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: 16,128 shares; 2025Q4: 13,013 shares; 2026Q1: 17,984 shares; 2026Q2: 25,788 shares 25,788 $2.64M 0.02% +7,804 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,573 shares; 2025Q1: 20,967 shares; 2025Q2: 21,061 shares; 2025Q3: 21,004 shares; 2025Q4: 19,101 shares; 2026Q1: 18,633 shares; 2026Q2: 19,786 shares 19,786 $2.64M 0.02% +1,153 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,877 shares; 2025Q4: 44,812 shares; 2026Q1: 45,848 shares; 2026Q2: 46,965 shares 46,965 $2.63M 0.02% +1,117 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,484 shares; 2024Q4: 5,062 shares; 2025Q1: 9,597 shares; 2025Q2: 10,513 shares; 2025Q3: 10,195 shares; 2025Q4: 10,510 shares; 2026Q1: 5,616 shares; 2026Q2: 5,717 shares 5,717 $2.62M 0.02% +101 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,324 shares; 2025Q4: 54,206 shares; 2026Q1: 69,082 shares; 2026Q2: 78,210 shares 78,210 $2.62M 0.02% +9,128 Timeline AFLG 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: 26,839 shares; 2025Q1: not reported; 2025Q2: 38,623 shares; 2025Q3: 40,569 shares; 2025Q4: 40,217 shares; 2026Q1: 59,054 shares; 2026Q2: 60,217 shares 60,217 $2.62M 0.02% +1,163 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,396 shares; 2024Q4: 4,724 shares; 2025Q1: 5,503 shares; 2025Q2: 6,051 shares; 2025Q3: 4,706 shares; 2025Q4: 4,227 shares; 2026Q1: 4,294 shares; 2026Q2: 4,121 shares 4,121 $2.61M 0.02% -173 Timeline TIPX 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: 125,884 shares; 2024Q4: 128,244 shares; 2025Q1: 127,843 shares; 2025Q2: 122,594 shares; 2025Q3: 121,008 shares; 2025Q4: 125,491 shares; 2026Q1: 129,962 shares; 2026Q2: 137,778 shares 137,778 $2.61M 0.02% +7,816 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,057 shares; 2025Q3: 9,309 shares; 2025Q4: 9,689 shares; 2026Q1: 7,588 shares; 2026Q2: 9,171 shares 9,171 $2.6M 0.02% +1,583 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,556 shares; 2025Q4: 6,733 shares; 2026Q1: 8,147 shares; 2026Q2: 24,769 shares 24,769 $2.59M 0.02% +16,622 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,971 shares; 2024Q4: 6,622 shares; 2025Q1: 6,919 shares; 2025Q2: 10,964 shares; 2025Q3: 12,749 shares; 2025Q4: 12,986 shares; 2026Q1: 13,900 shares; 2026Q2: 15,199 shares 15,199 $2.58M 0.02% +1,299 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,459 shares; 2024Q4: 5,595 shares; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 7,626 shares; 2025Q4: 6,941 shares; 2026Q1: 6,121 shares; 2026Q2: 6,684 shares 6,684 $2.58M 0.02% +563 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,100 shares; 2024Q4: 10,042 shares; 2025Q1: 14,604 shares; 2025Q2: 16,574 shares; 2025Q3: 18,409 shares; 2025Q4: 18,851 shares; 2026Q1: 33,603 shares; 2026Q2: 62,122 shares 62,122 $2.57M 0.02% +28,519 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,985 shares; 2024Q4: 7,088 shares; 2025Q1: 7,501 shares; 2025Q2: 5,378 shares; 2025Q3: 7,313 shares; 2025Q4: 7,920 shares; 2026Q1: 8,039 shares; 2026Q2: 11,417 shares 11,417 $2.54M 0.02% +3,378 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,083 shares; 2025Q3: 4,465 shares; 2025Q4: 3,211 shares; 2026Q1: 4,840 shares; 2026Q2: 6,432 shares 6,432 $2.54M 0.02% +1,592 Timeline ARKX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,335 shares 74,335 $2.54M 0.02% new 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: 5,781 shares; 2025Q1: 7,986 shares; 2025Q2: 17,469 shares; 2025Q3: 20,862 shares; 2025Q4: not reported; 2026Q1: 18,878 shares; 2026Q2: 18,610 shares 18,610 $2.53M 0.02% -268 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,714 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,047 shares 5,047 $2.53M 0.02% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,250 shares; 2024Q4: 22,335 shares; 2025Q1: 23,284 shares; 2025Q2: 14,787 shares; 2025Q3: 14,074 shares; 2025Q4: 12,406 shares; 2026Q1: 15,605 shares; 2026Q2: 15,401 shares 15,401 $2.52M 0.02% -204 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 2,560 shares; 2025Q4: 4,006 shares; 2026Q1: 4,193 shares; 2026Q2: 6,031 shares 6,031 $2.51M 0.02% +1,838 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: 19,412 shares; 2024Q4: 30,420 shares; 2025Q1: 41,170 shares; 2025Q2: 55,880 shares; 2025Q3: 54,046 shares; 2025Q4: 47,408 shares; 2026Q1: 35,187 shares; 2026Q2: 34,062 shares 34,062 $2.5M 0.02% -1,125 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,961 shares; 2024Q4: 3,863 shares; 2025Q1: 5,425 shares; 2025Q2: 5,963 shares; 2025Q3: 6,469 shares; 2025Q4: 6,735 shares; 2026Q1: 7,660 shares; 2026Q2: 12,885 shares 12,885 $2.49M 0.02% +5,225 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,983 shares; 2024Q4: 20,744 shares; 2025Q1: 18,935 shares; 2025Q2: 18,783 shares; 2025Q3: 18,795 shares; 2025Q4: 18,904 shares; 2026Q1: not reported; 2026Q2: 26,393 shares 26,393 $2.48M 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,534 shares; 2024Q4: 11,690 shares; 2025Q1: 12,679 shares; 2025Q2: 15,186 shares; 2025Q3: 15,815 shares; 2025Q4: 16,179 shares; 2026Q1: 18,872 shares; 2026Q2: 8,754 shares 8,754 $2.48M 0.02% -10,118 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,955 shares; 2024Q4: 26,020 shares; 2025Q1: 25,011 shares; 2025Q2: not reported; 2025Q3: 25,618 shares; 2025Q4: 22,444 shares; 2026Q1: 23,697 shares; 2026Q2: 30,467 shares 30,467 $2.47M 0.02% +6,770 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,833 shares; 2024Q4: 8,794 shares; 2025Q1: not reported; 2025Q2: 9,029 shares; 2025Q3: 8,660 shares; 2025Q4: 8,313 shares; 2026Q1: 7,779 shares; 2026Q2: 9,084 shares 9,084 $2.47M 0.02% +1,305 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 47,065 shares; 2026Q1: 51,518 shares; 2026Q2: 40,989 shares 40,989 $2.46M 0.02% -10,529 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,395 shares; 2024Q4: 17,473 shares; 2025Q1: 20,008 shares; 2025Q2: 18,649 shares; 2025Q3: 16,954 shares; 2025Q4: 14,406 shares; 2026Q1: 13,875 shares; 2026Q2: 13,287 shares 13,287 $2.46M 0.02% -588 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,900 shares; 2025Q3: 3,053 shares; 2025Q4: not reported; 2026Q1: 11,458 shares; 2026Q2: 13,037 shares 13,037 $2.46M 0.02% +1,579 Timeline HYD 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: 46,577 shares; 2024Q4: 40,092 shares; 2025Q1: 42,923 shares; 2025Q2: 52,554 shares; 2025Q3: 33,472 shares; 2025Q4: 47,284 shares; 2026Q1: 47,017 shares; 2026Q2: 46,922 shares 46,922 $2.42M 0.02% -95 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: 11,641 shares; 2024Q4: 14,387 shares; 2025Q1: 14,940 shares; 2025Q2: 13,585 shares; 2025Q3: 14,415 shares; 2025Q4: not reported; 2026Q1: 23,695 shares; 2026Q2: 25,440 shares 25,440 $2.42M 0.02% +1,745 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: 4,395 shares; 2024Q4: 4,285 shares; 2025Q1: 4,632 shares; 2025Q2: 4,542 shares; 2025Q3: 4,552 shares; 2025Q4: 4,353 shares; 2026Q1: 4,529 shares; 2026Q2: 3,194 shares 3,194 $2.41M 0.02% -1,335 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 747 shares; 2025Q1: not reported; 2025Q2: 25,692 shares; 2025Q3: 30,515 shares; 2025Q4: 32,786 shares; 2026Q1: 34,052 shares; 2026Q2: 26,124 shares 26,124 $2.41M 0.02% -7,928 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,922 shares; 2024Q4: 13,232 shares; 2025Q1: 18,357 shares; 2025Q2: 18,211 shares; 2025Q3: 15,682 shares; 2025Q4: 12,698 shares; 2026Q1: 7,620 shares; 2026Q2: 5,896 shares 5,896 $2.4M 0.01% -1,724 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,180 shares; 2024Q4: 72,885 shares; 2025Q1: not reported; 2025Q2: 82,109 shares; 2025Q3: 89,090 shares; 2025Q4: 122,901 shares; 2026Q1: 119,486 shares; 2026Q2: 122,597 shares 122,597 $2.4M 0.01% +3,111 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,781 shares; 2024Q4: 4,974 shares; 2025Q1: 5,804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,618 shares; 2026Q2: 44,532 shares 44,532 $2.37M 0.01% +8,914 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,340 shares; 2025Q2: 21,897 shares; 2025Q3: 19,387 shares; 2025Q4: 18,860 shares; 2026Q1: 18,997 shares; 2026Q2: 17,836 shares 17,836 $2.37M 0.01% -1,161 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,947 shares; 2024Q4: 1,952 shares; 2025Q1: 3,045 shares; 2025Q2: 6,598 shares; 2025Q3: 7,371 shares; 2025Q4: 5,367 shares; 2026Q1: 5,399 shares; 2026Q2: 4,881 shares 4,881 $2.36M 0.01% -518 Timeline EWC 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: 9,711 shares; 2026Q1: 31,792 shares; 2026Q2: 40,955 shares 40,955 $2.36M 0.01% +9,163 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,412 shares; 2025Q1: 1,636 shares; 2025Q2: 1,701 shares; 2025Q3: 1,775 shares; 2025Q4: 1,953 shares; 2026Q1: not reported; 2026Q2: 1,734 shares 1,734 $2.36M 0.01% new Timeline FSIG 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: 88,003 shares; 2024Q4: 107,951 shares; 2025Q1: 86,692 shares; 2025Q2: 86,383 shares; 2025Q3: 81,737 shares; 2025Q4: 80,556 shares; 2026Q1: 104,940 shares; 2026Q2: 124,884 shares 124,884 $2.35M 0.01% +19,944 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,640 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,233 shares 16,233 $2.35M 0.01% new Timeline SCHJ 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: 95,218 shares 95,218 $2.35M 0.01% new Timeline HYMB 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: 38,054 shares; 2024Q4: 41,758 shares; 2025Q1: 72,310 shares; 2025Q2: 73,913 shares; 2025Q3: 82,948 shares; 2025Q4: 81,473 shares; 2026Q1: 86,092 shares; 2026Q2: 92,245 shares 92,245 $2.35M 0.01% +6,153 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,469 shares; 2025Q1: 2,728 shares; 2025Q2: 2,576 shares; 2025Q3: 1,451 shares; 2025Q4: 1,460 shares; 2026Q1: 1,817 shares; 2026Q2: 3,801 shares 3,801 $2.35M 0.01% +1,984 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,745 shares; 2024Q4: 36,776 shares; 2025Q1: 36,647 shares; 2025Q2: 37,520 shares; 2025Q3: 37,724 shares; 2025Q4: 54,694 shares; 2026Q1: 54,427 shares; 2026Q2: 54,893 shares 54,893 $2.34M 0.01% +466 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: 62,556 shares; 2024Q4: 69,189 shares; 2025Q1: 76,236 shares; 2025Q2: 81,553 shares; 2025Q3: 78,569 shares; 2025Q4: 79,012 shares; 2026Q1: 66,681 shares; 2026Q2: 77,432 shares 77,432 $2.34M 0.01% +10,751 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,988 shares; 2024Q4: 30,115 shares; 2025Q1: 31,399 shares; 2025Q2: 35,877 shares; 2025Q3: 39,488 shares; 2025Q4: 33,732 shares; 2026Q1: 19,329 shares; 2026Q2: 19,813 shares 19,813 $2.33M 0.01% +484 Timeline SCHQ 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: 109,836 shares; 2024Q4: 46,904 shares; 2025Q1: not reported; 2025Q2: 198,526 shares; 2025Q3: 184,705 shares; 2025Q4: 388,612 shares; 2026Q1: 249,508 shares; 2026Q2: 74,473 shares 74,473 $2.33M 0.01% -175,035 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: 12,560 shares; 2025Q4: 13,741 shares; 2026Q1: 16,699 shares; 2026Q2: 22,902 shares 22,902 $2.33M 0.01% +6,203 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: 1,774 shares; 2025Q1: 1,987 shares; 2025Q2: 1,494 shares; 2025Q3: 1,357 shares; 2025Q4: 1,209 shares; 2026Q1: 1,190 shares; 2026Q2: 1,371 shares 1,371 $2.33M 0.01% +181 Timeline GJUL 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: 6,180 shares; 2025Q2: 5,980 shares; 2025Q3: 53,604 shares; 2025Q4: 53,604 shares; 2026Q1: 53,379 shares; 2026Q2: 53,379 shares 53,379 $2.32M 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,774 shares; 2025Q1: 12,932 shares; 2025Q2: 12,046 shares; 2025Q3: 10,005 shares; 2025Q4: not reported; 2026Q1: 54,794 shares; 2026Q2: 68,240 shares 68,240 $2.32M 0.01% +13,446 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,819 shares; 2024Q4: 8,497 shares; 2025Q1: 8,627 shares; 2025Q2: 8,045 shares; 2025Q3: 7,822 shares; 2025Q4: 7,640 shares; 2026Q1: not reported; 2026Q2: 11,234 shares 11,234 $2.31M 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,256 shares; 2024Q4: 18,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,650 shares; 2025Q4: 23,285 shares; 2026Q1: 25,574 shares; 2026Q2: 27,526 shares 27,526 $2.29M 0.01% +1,952 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,899 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,953 shares; 2026Q2: 21,842 shares 21,842 $2.29M 0.01% +7,889 Timeline DFGR 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: 9,769 shares; 2025Q1: not reported; 2025Q2: 25,220 shares; 2025Q3: 38,708 shares; 2025Q4: 49,314 shares; 2026Q1: 59,836 shares; 2026Q2: 78,975 shares 78,975 $2.29M 0.01% +19,139 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,668 shares; 2024Q4: 9,167 shares; 2025Q1: 10,017 shares; 2025Q2: not reported; 2025Q3: 10,830 shares; 2025Q4: 10,090 shares; 2026Q1: 10,986 shares; 2026Q2: 12,391 shares 12,391 $2.29M 0.01% +1,405 Timeline EWU 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: 13,296 shares; 2026Q1: 36,180 shares; 2026Q2: 49,289 shares 49,289 $2.27M 0.01% +13,109 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,602 shares; 2024Q4: 7,810 shares; 2025Q1: 8,966 shares; 2025Q2: 19,034 shares; 2025Q3: 22,235 shares; 2025Q4: 22,896 shares; 2026Q1: 28,553 shares; 2026Q2: 26,181 shares 26,181 $2.26M 0.01% -2,372 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,962 shares 78,962 $2.26M 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: 11,146 shares; 2024Q4: 29,993 shares; 2025Q1: 30,055 shares; 2025Q2: 35,168 shares; 2025Q3: 33,955 shares; 2025Q4: 48,717 shares; 2026Q1: 58,512 shares; 2026Q2: 62,102 shares 62,102 $2.24M 0.01% +3,590 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,554 shares; 2024Q4: 102,657 shares; 2025Q1: not reported; 2025Q2: 85,970 shares; 2025Q3: 65,187 shares; 2025Q4: 45,335 shares; 2026Q1: 42,248 shares; 2026Q2: 46,721 shares 46,721 $2.24M 0.01% +4,473 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,500 shares; 2025Q1: 35,239 shares; 2025Q2: 26,591 shares; 2025Q3: 45,722 shares; 2025Q4: 43,324 shares; 2026Q1: 52,103 shares; 2026Q2: 54,833 shares 54,833 $2.24M 0.01% +2,730 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,881 shares; 2024Q4: 22,173 shares; 2025Q1: 13,944 shares; 2025Q2: 15,166 shares; 2025Q3: 16,483 shares; 2025Q4: 16,848 shares; 2026Q1: 15,823 shares; 2026Q2: 15,202 shares 15,202 $2.22M 0.01% -621 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,295 shares; 2024Q4: 19,905 shares; 2025Q1: 21,793 shares; 2025Q2: 25,103 shares; 2025Q3: 27,028 shares; 2025Q4: 30,643 shares; 2026Q1: 36,140 shares; 2026Q2: 46,859 shares 46,859 $2.21M 0.01% +10,719 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,214 shares; 2024Q4: 6,654 shares; 2025Q1: not reported; 2025Q2: 6,555 shares; 2025Q3: 6,272 shares; 2025Q4: 6,332 shares; 2026Q1: 6,450 shares; 2026Q2: 6,310 shares 6,310 $2.21M 0.01% -140 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,913 shares; 2024Q4: 92,500 shares; 2025Q1: 94,803 shares; 2025Q2: 101,957 shares; 2025Q3: 101,047 shares; 2025Q4: 102,364 shares; 2026Q1: 146,110 shares; 2026Q2: 185,492 shares 185,492 $2.21M 0.01% +39,382 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,428 shares; 2024Q4: 6,588 shares; 2025Q1: 7,552 shares; 2025Q2: 6,738 shares; 2025Q3: 6,600 shares; 2025Q4: not reported; 2026Q1: 6,249 shares; 2026Q2: 9,083 shares 9,083 $2.2M 0.01% +2,834 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; 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: 144,255 shares; 2026Q2: 146,965 shares 146,965 $2.19M 0.01% +2,710 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,919 shares; 2024Q4: 6,127 shares; 2025Q1: 6,659 shares; 2025Q2: 7,149 shares; 2025Q3: 7,986 shares; 2025Q4: not reported; 2026Q1: 5,458 shares; 2026Q2: 5,262 shares 5,262 $2.19M 0.01% -196 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,617 shares; 2024Q4: 8,718 shares; 2025Q1: 8,484 shares; 2025Q2: not reported; 2025Q3: 11,226 shares; 2025Q4: 15,733 shares; 2026Q1: 13,916 shares; 2026Q2: 13,974 shares 13,974 $2.18M 0.01% +58 Timeline AUGW 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: 7,681 shares; 2024Q4: 7,681 shares; 2025Q1: not reported; 2025Q2: 7,538 shares; 2025Q3: 68,334 shares; 2025Q4: 68,334 shares; 2026Q1: 64,084 shares; 2026Q2: 64,084 shares 64,084 $2.18M 0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,248 shares; 2024Q4: 28,982 shares; 2025Q1: not reported; 2025Q2: 39,939 shares; 2025Q3: 41,189 shares; 2025Q4: 41,247 shares; 2026Q1: not reported; 2026Q2: 43,373 shares 43,373 $2.18M 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,964 shares; 2024Q4: 23,262 shares; 2025Q1: 25,400 shares; 2025Q2: 19,814 shares; 2025Q3: 20,798 shares; 2025Q4: 19,277 shares; 2026Q1: 16,949 shares; 2026Q2: 18,036 shares 18,036 $2.17M 0.01% +1,087 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: 9,611 shares 9,611 $2.15M 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,858 shares; 2024Q4: 35,810 shares; 2025Q1: 36,459 shares; 2025Q2: 33,348 shares; 2025Q3: 19,788 shares; 2025Q4: 23,259 shares; 2026Q1: 18,894 shares; 2026Q2: 17,249 shares 17,249 $2.15M 0.01% -1,645 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,859 shares; 2024Q4: 60,612 shares; 2025Q1: 67,402 shares; 2025Q2: 45,506 shares; 2025Q3: 49,631 shares; 2025Q4: 49,570 shares; 2026Q1: not reported; 2026Q2: 44,733 shares 44,733 $2.14M 0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,165 shares; 2024Q4: 13,579 shares; 2025Q1: not reported; 2025Q2: 13,837 shares; 2025Q3: 13,438 shares; 2025Q4: not reported; 2026Q1: 13,623 shares; 2026Q2: 14,013 shares 14,013 $2.13M 0.01% +390 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,780 shares; 2024Q4: 7,780 shares; 2025Q1: 7,780 shares; 2025Q2: 7,785 shares; 2025Q3: 10,340 shares; 2025Q4: 17,272 shares; 2026Q1: 20,652 shares; 2026Q2: 20,007 shares 20,007 $2.13M 0.01% -645 Timeline QCJL 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: 87,209 shares; 2025Q4: 84,367 shares; 2026Q1: 84,367 shares; 2026Q2: 84,367 shares 84,367 $2.11M 0.01% 0 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,128 shares; 2026Q1: 43,504 shares; 2026Q2: 44,604 shares 44,604 $2.11M 0.01% +1,100 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,589 shares; 2024Q4: 41,156 shares; 2025Q1: 32,289 shares; 2025Q2: 44,023 shares; 2025Q3: 48,583 shares; 2025Q4: 41,259 shares; 2026Q1: 27,531 shares; 2026Q2: 39,436 shares 39,436 $2.11M 0.01% +11,905 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,127 shares; 2026Q2: 113,088 shares 113,088 $2.11M 0.01% -68,039 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,235 shares; 2024Q4: not reported; 2025Q1: 189,335 shares; 2025Q2: 214,682 shares; 2025Q3: 243,514 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275,791 shares 275,791 $2.1M 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,147 shares; 2024Q4: 10,922 shares; 2025Q1: 32,626 shares; 2025Q2: 9,884 shares; 2025Q3: 9,715 shares; 2025Q4: 15,348 shares; 2026Q1: 9,450 shares; 2026Q2: 9,476 shares 9,476 $2.1M 0.01% +26 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,585 shares; 2026Q2: 56,963 shares 56,963 $2.1M 0.01% +6,378 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,353 shares 25,353 $2.09M 0.01% new 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: 9,453 shares 9,453 $2.09M 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,445 shares; 2024Q4: 3,370 shares; 2025Q1: 7,233 shares; 2025Q2: not reported; 2025Q3: 11,036 shares; 2025Q4: not reported; 2026Q1: 13,147 shares; 2026Q2: 12,044 shares 12,044 $2.08M 0.01% -1,103 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: 60,870 shares; 2024Q4: 66,247 shares; 2025Q1: 69,578 shares; 2025Q2: 71,876 shares; 2025Q3: 66,288 shares; 2025Q4: 33,104 shares; 2026Q1: not reported; 2026Q2: 36,748 shares 36,748 $2.07M 0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,858 shares; 2024Q4: 19,798 shares; 2025Q1: 31,543 shares; 2025Q2: 36,295 shares; 2025Q3: 37,150 shares; 2025Q4: 50,956 shares; 2026Q1: 29,587 shares; 2026Q2: 38,291 shares 38,291 $2.06M 0.01% +8,704 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,396 shares; 2024Q4: 44,236 shares; 2025Q1: 45,305 shares; 2025Q2: 40,291 shares; 2025Q3: 42,961 shares; 2025Q4: 70,580 shares; 2026Q1: 33,981 shares; 2026Q2: 14,018 shares 14,018 $2.05M 0.01% -19,963 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,241 shares; 2024Q4: 52,519 shares; 2025Q1: 77,630 shares; 2025Q2: 95,343 shares; 2025Q3: 54,511 shares; 2025Q4: 52,720 shares; 2026Q1: 38,945 shares; 2026Q2: 39,088 shares 39,088 $2.05M 0.01% +143 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: 47,377 shares; 2024Q4: 62,418 shares; 2025Q1: 12,686 shares; 2025Q2: 13,069 shares; 2025Q3: 12,827 shares; 2025Q4: 10,242 shares; 2026Q1: not reported; 2026Q2: 22,442 shares 22,442 $2.05M 0.01% new 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: 38,791 shares; 2024Q4: 37,752 shares; 2025Q1: 19,163 shares; 2025Q2: 27,036 shares; 2025Q3: 32,873 shares; 2025Q4: 25,771 shares; 2026Q1: 24,017 shares; 2026Q2: 24,113 shares 24,113 $2.04M 0.01% +96 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,214 shares; 2024Q4: 5,169 shares; 2025Q1: 6,181 shares; 2025Q2: 5,989 shares; 2025Q3: 5,962 shares; 2025Q4: 6,007 shares; 2026Q1: 9,207 shares; 2026Q2: 9,611 shares 9,611 $2.04M 0.01% +404 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,636 shares; 2024Q4: 26,469 shares; 2025Q1: 79,883 shares; 2025Q2: 90,958 shares; 2025Q3: 76,462 shares; 2025Q4: 34,425 shares; 2026Q1: 33,435 shares; 2026Q2: 40,379 shares 40,379 $2.03M 0.01% +6,944 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,668 shares; 2024Q4: 168,690 shares; 2025Q1: 171,532 shares; 2025Q2: 166,461 shares; 2025Q3: 165,288 shares; 2025Q4: 200,347 shares; 2026Q1: 207,661 shares; 2026Q2: 210,571 shares 210,571 $2.03M 0.01% +2,910 Timeline VSS 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: 21,418 shares; 2024Q4: 17,203 shares; 2025Q1: 18,403 shares; 2025Q2: 11,803 shares; 2025Q3: 12,098 shares; 2025Q4: 12,523 shares; 2026Q1: 12,911 shares; 2026Q2: 13,142 shares 13,142 $2.03M 0.01% +231 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,796 shares; 2024Q4: 70,104 shares; 2025Q1: 84,552 shares; 2025Q2: 97,449 shares; 2025Q3: 102,052 shares; 2025Q4: 90,819 shares; 2026Q1: not reported; 2026Q2: 63,391 shares 63,391 $2.03M 0.01% new 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: 7,398 shares; 2024Q4: 9,345 shares; 2025Q1: 10,393 shares; 2025Q2: 9,508 shares; 2025Q3: 10,227 shares; 2025Q4: 11,130 shares; 2026Q1: 9,038 shares; 2026Q2: 7,273 shares 7,273 $2.03M 0.01% -1,765 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,301 shares; 2024Q4: 10,031 shares; 2025Q1: not reported; 2025Q2: 12,929 shares; 2025Q3: 12,085 shares; 2025Q4: 12,652 shares; 2026Q1: 12,844 shares; 2026Q2: 12,629 shares 12,629 $2.02M 0.01% -215 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,276 shares; 2024Q4: 32,703 shares; 2025Q1: 53,481 shares; 2025Q2: 54,422 shares; 2025Q3: 51,860 shares; 2025Q4: 48,586 shares; 2026Q1: 58,613 shares; 2026Q2: 64,392 shares 64,392 $2.02M 0.01% +5,779 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,962 shares; 2024Q4: 39,870 shares; 2025Q1: not reported; 2025Q2: 28,938 shares; 2025Q3: 25,846 shares; 2025Q4: 25,024 shares; 2026Q1: 20,555 shares; 2026Q2: 24,508 shares 24,508 $2.02M 0.01% +3,953 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,377 shares; 2024Q4: 6,680 shares; 2025Q1: not reported; 2025Q2: 8,250 shares; 2025Q3: 6,505 shares; 2025Q4: 6,125 shares; 2026Q1: not reported; 2026Q2: 5,853 shares 5,853 $2.02M 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,462 shares; 2024Q4: 43,030 shares; 2025Q1: not reported; 2025Q2: 39,511 shares; 2025Q3: 34,452 shares; 2025Q4: 41,327 shares; 2026Q1: 41,974 shares; 2026Q2: 37,166 shares 37,166 $2.02M 0.01% -4,808 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,510 shares; 2024Q4: 19,861 shares; 2025Q1: not reported; 2025Q2: 19,289 shares; 2025Q3: 17,177 shares; 2025Q4: 16,207 shares; 2026Q1: 14,013 shares; 2026Q2: 12,070 shares 12,070 $2.01M 0.01% -1,943 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,789 shares; 2025Q3: 2,898 shares; 2025Q4: 3,613 shares; 2026Q1: 7,120 shares; 2026Q2: 18,790 shares 18,790 $2M 0.01% +11,670 Timeline IBDT 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: 260,687 shares; 2025Q4: 102,052 shares; 2026Q1: 92,044 shares; 2026Q2: 78,946 shares 78,946 $1.99M 0.01% -13,098 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: 1,329 shares; 2024Q4: 1,730 shares; 2025Q1: 1,818 shares; 2025Q2: 1,579 shares; 2025Q3: 1,698 shares; 2025Q4: 1,691 shares; 2026Q1: 1,740 shares; 2026Q2: 1,757 shares 1,757 $1.99M 0.01% +17 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,929 shares; 2024Q4: 43,599 shares; 2025Q1: not reported; 2025Q2: 32,353 shares; 2025Q3: 30,884 shares; 2025Q4: not reported; 2026Q1: 43,456 shares; 2026Q2: 45,634 shares 45,634 $1.99M 0.01% +2,178 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 188,424 shares 188,424 $1.98M 0.01% new Timeline FTA 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: 24,747 shares; 2024Q4: 20,935 shares; 2025Q1: 21,679 shares; 2025Q2: 21,363 shares; 2025Q3: 22,052 shares; 2025Q4: 21,639 shares; 2026Q1: 21,873 shares; 2026Q2: 20,500 shares 20,500 $1.98M 0.01% -1,373 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,273 shares; 2024Q4: 3,853 shares; 2025Q1: 4,083 shares; 2025Q2: 4,921 shares; 2025Q3: 6,175 shares; 2025Q4: not reported; 2026Q1: 6,553 shares; 2026Q2: 5,267 shares 5,267 $1.96M 0.01% -1,286 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,192 shares; 2024Q4: 288,877 shares; 2025Q1: 478,335 shares; 2025Q2: 355,854 shares; 2025Q3: 327,340 shares; 2025Q4: 323,387 shares; 2026Q1: 331,866 shares; 2026Q2: 336,738 shares 336,738 $1.96M 0.01% +4,872 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,033 shares; 2025Q1: 17,841 shares; 2025Q2: not reported; 2025Q3: 27,946 shares; 2025Q4: 31,070 shares; 2026Q1: 37,342 shares; 2026Q2: 45,942 shares 45,942 $1.96M 0.01% +8,600 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,278 shares; 2024Q4: 9,572 shares; 2025Q1: 5,863 shares; 2025Q2: 6,399 shares; 2025Q3: 8,389 shares; 2025Q4: 5,966 shares; 2026Q1: 10,742 shares; 2026Q2: 13,381 shares 13,381 $1.96M 0.01% +2,639 Timeline FEM 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: 31,990 shares; 2024Q4: 36,532 shares; 2025Q1: not reported; 2025Q2: 38,714 shares; 2025Q3: 40,130 shares; 2025Q4: 39,477 shares; 2026Q1: 57,682 shares; 2026Q2: 61,209 shares 61,209 $1.96M 0.01% +3,527 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,337 shares; 2024Q4: 16,794 shares; 2025Q1: 11,059 shares; 2025Q2: 10,104 shares; 2025Q3: 12,666 shares; 2025Q4: 8,656 shares; 2026Q1: 8,284 shares; 2026Q2: 29,102 shares 29,102 $1.95M 0.01% +20,818 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; 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: 3,020 shares; 2026Q2: 10,783 shares 10,783 $1.95M 0.01% +7,763 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,830 shares; 2025Q3: 25,727 shares; 2025Q4: not reported; 2026Q1: 40,815 shares; 2026Q2: 46,563 shares 46,563 $1.95M 0.01% +5,748 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,471 shares; 2024Q4: 16,048 shares; 2025Q1: 16,577 shares; 2025Q2: not reported; 2025Q3: 17,717 shares; 2025Q4: 7,994 shares; 2026Q1: 7,837 shares; 2026Q2: 7,201 shares 7,201 $1.95M 0.01% -636 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; 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: 88,331 shares 88,331 $1.95M 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,367 shares; 2024Q4: 68,982 shares; 2025Q1: 55,543 shares; 2025Q2: 59,230 shares; 2025Q3: 53,227 shares; 2025Q4: 53,986 shares; 2026Q1: 50,365 shares; 2026Q2: 45,600 shares 45,600 $1.95M 0.01% -4,765 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,593 shares; 2024Q4: 13,863 shares; 2025Q1: not reported; 2025Q2: 21,834 shares; 2025Q3: 22,253 shares; 2025Q4: 29,189 shares; 2026Q1: 33,767 shares; 2026Q2: 31,173 shares 31,173 $1.93M 0.01% -2,594 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,395 shares; 2024Q4: 78,297 shares; 2025Q1: 80,120 shares; 2025Q2: 44,921 shares; 2025Q3: 53,281 shares; 2025Q4: 63,865 shares; 2026Q1: 31,843 shares; 2026Q2: 15,849 shares 15,849 $1.93M 0.01% -15,994 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,563 shares; 2024Q4: 74,188 shares; 2025Q1: not reported; 2025Q2: 60,221 shares; 2025Q3: 48,877 shares; 2025Q4: 48,241 shares; 2026Q1: 50,302 shares; 2026Q2: 52,100 shares 52,100 $1.93M 0.01% +1,798 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,064 shares; 2025Q1: 2,262 shares; 2025Q2: 4,579 shares; 2025Q3: 4,839 shares; 2025Q4: 5,066 shares; 2026Q1: 9,711 shares; 2026Q2: 11,050 shares 11,050 $1.92M 0.01% +1,339 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: 3,250 shares; 2024Q4: 4,331 shares; 2025Q1: 5,945 shares; 2025Q2: 6,557 shares; 2025Q3: 7,126 shares; 2025Q4: 14,691 shares; 2026Q1: 20,004 shares; 2026Q2: 20,548 shares 20,548 $1.92M 0.01% +544 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,182 shares; 2024Q4: 8,212 shares; 2025Q1: 14,619 shares; 2025Q2: 28,288 shares; 2025Q3: 35,944 shares; 2025Q4: 50,611 shares; 2026Q1: 48,925 shares; 2026Q2: 33,767 shares 33,767 $1.91M 0.01% -15,158 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,703 shares; 2024Q4: 22,957 shares; 2025Q1: 28,149 shares; 2025Q2: 22,052 shares; 2025Q3: 26,243 shares; 2025Q4: 29,223 shares; 2026Q1: 31,640 shares; 2026Q2: 34,296 shares 34,296 $1.9M 0.01% +2,656 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,228 shares; 2024Q4: 100,376 shares; 2025Q1: 93,614 shares; 2025Q2: 98,676 shares; 2025Q3: 110,972 shares; 2025Q4: 111,356 shares; 2026Q1: 92,019 shares; 2026Q2: 83,084 shares 83,084 $1.9M 0.01% -8,935 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,694 shares; 2024Q4: 15,481 shares; 2025Q1: 24,426 shares; 2025Q2: 35,312 shares; 2025Q3: 31,252 shares; 2025Q4: 34,894 shares; 2026Q1: 36,649 shares; 2026Q2: 36,149 shares 36,149 $1.89M 0.01% -500 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,731 shares; 2024Q4: 30,850 shares; 2025Q1: not reported; 2025Q2: 40,871 shares; 2025Q3: 40,348 shares; 2025Q4: 44,745 shares; 2026Q1: 45,865 shares; 2026Q2: 39,637 shares 39,637 $1.88M 0.01% -6,228 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,865 shares; 2024Q4: 1,577 shares; 2025Q1: 2,448 shares; 2025Q2: 2,114 shares; 2025Q3: not reported; 2025Q4: 1,819 shares; 2026Q1: 2,448 shares; 2026Q2: 13,346 shares 13,346 $1.88M 0.01% +10,898 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,907 shares; 2024Q4: 6,149 shares; 2025Q1: not reported; 2025Q2: 6,538 shares; 2025Q3: 5,950 shares; 2025Q4: 5,791 shares; 2026Q1: 5,682 shares; 2026Q2: 5,937 shares 5,937 $1.87M 0.01% +255 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,550 shares; 2024Q4: 6,639 shares; 2025Q1: 7,060 shares; 2025Q2: 6,939 shares; 2025Q3: 5,812 shares; 2025Q4: 5,515 shares; 2026Q1: not reported; 2026Q2: 5,622 shares 5,622 $1.86M 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,985 shares; 2024Q4: 15,744 shares; 2025Q1: not reported; 2025Q2: 9,583 shares; 2025Q3: 8,510 shares; 2025Q4: 8,392 shares; 2026Q1: 8,878 shares; 2026Q2: 8,730 shares 8,730 $1.86M 0.01% -148 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: 8,403 shares; 2024Q4: 12,143 shares; 2025Q1: 13,857 shares; 2025Q2: 13,272 shares; 2025Q3: 15,234 shares; 2025Q4: 19,183 shares; 2026Q1: 18,237 shares; 2026Q2: 17,140 shares 17,140 $1.85M 0.01% -1,097 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,627 shares; 2024Q4: 120,896 shares; 2025Q1: 117,496 shares; 2025Q2: 114,280 shares; 2025Q3: 100,499 shares; 2025Q4: 94,181 shares; 2026Q1: 111,998 shares; 2026Q2: 114,415 shares 114,415 $1.85M 0.01% +2,417 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,818 shares; 2024Q4: 36,320 shares; 2025Q1: 27,740 shares; 2025Q2: 35,363 shares; 2025Q3: 34,687 shares; 2025Q4: 35,060 shares; 2026Q1: 36,810 shares; 2026Q2: 41,774 shares 41,774 $1.85M 0.01% +4,964 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,917 shares; 2024Q4: 91,361 shares; 2025Q1: 103,876 shares; 2025Q2: 105,172 shares; 2025Q3: 124,356 shares; 2025Q4: 139,254 shares; 2026Q1: 138,177 shares; 2026Q2: 132,333 shares 132,333 $1.84M 0.01% -5,844 Timeline NOVM 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: 22,083 shares; 2026Q1: 49,115 shares; 2026Q2: 54,458 shares 54,458 $1.84M 0.01% +5,343 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,417 shares; 2024Q4: 6,591 shares; 2025Q1: not reported; 2025Q2: 5,390 shares; 2025Q3: 5,889 shares; 2025Q4: 9,759 shares; 2026Q1: 10,695 shares; 2026Q2: 13,338 shares 13,338 $1.83M 0.01% +2,643 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,368 shares; 2024Q4: 37,290 shares; 2025Q1: 39,409 shares; 2025Q2: 39,133 shares; 2025Q3: 32,486 shares; 2025Q4: 31,428 shares; 2026Q1: 24,113 shares; 2026Q2: 21,657 shares 21,657 $1.83M 0.01% -2,456 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,189 shares; 2024Q4: 19,101 shares; 2025Q1: 19,094 shares; 2025Q2: 48,911 shares; 2025Q3: 54,825 shares; 2025Q4: 49,474 shares; 2026Q1: 43,459 shares; 2026Q2: 38,115 shares 38,115 $1.83M 0.01% -5,344 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,822 shares; 2024Q4: 14,283 shares; 2025Q1: 15,500 shares; 2025Q2: 15,695 shares; 2025Q3: 16,228 shares; 2025Q4: 16,609 shares; 2026Q1: 14,385 shares; 2026Q2: 14,112 shares 14,112 $1.82M 0.01% -273 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,711 shares; 2024Q4: 44,077 shares; 2025Q1: 43,295 shares; 2025Q2: 43,561 shares; 2025Q3: 44,712 shares; 2025Q4: 44,847 shares; 2026Q1: not reported; 2026Q2: 45,635 shares 45,635 $1.8M 0.01% new Timeline USPX 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: 20,130 shares; 2024Q4: 20,623 shares; 2025Q1: not reported; 2025Q2: 23,536 shares; 2025Q3: 21,259 shares; 2025Q4: 22,618 shares; 2026Q1: 26,566 shares; 2026Q2: 27,560 shares 27,560 $1.8M 0.01% +994 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares; 2025Q4: not reported; 2026Q1: 12,184 shares; 2026Q2: 17,118 shares 17,118 $1.8M 0.01% +4,934 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: 37,243 shares; 2024Q4: 36,397 shares; 2025Q1: 35,807 shares; 2025Q2: 41,025 shares; 2025Q3: 35,835 shares; 2025Q4: 38,078 shares; 2026Q1: 35,880 shares; 2026Q2: 38,297 shares 38,297 $1.79M 0.01% +2,417 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,171 shares; 2024Q4: 18,584 shares; 2025Q1: 18,748 shares; 2025Q2: 19,136 shares; 2025Q3: 18,948 shares; 2025Q4: 18,426 shares; 2026Q1: 25,767 shares; 2026Q2: 25,413 shares 25,413 $1.77M 0.01% -354 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,165 shares; 2024Q4: 24,481 shares; 2025Q1: 35,012 shares; 2025Q2: not reported; 2025Q3: 33,586 shares; 2025Q4: 44,760 shares; 2026Q1: 48,868 shares; 2026Q2: 50,223 shares 50,223 $1.75M 0.01% +1,355 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 79,348 shares; 2025Q1: 95,516 shares; 2025Q2: 115,377 shares; 2025Q3: 94,592 shares; 2025Q4: 91,659 shares; 2026Q1: 82,924 shares; 2026Q2: 76,869 shares 76,869 $1.75M 0.01% -6,055 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: 3,675 shares; 2024Q4: 6,138 shares; 2025Q1: 6,296 shares; 2025Q2: 6,328 shares; 2025Q3: 6,502 shares; 2025Q4: 6,416 shares; 2026Q1: 6,839 shares; 2026Q2: 5,210 shares 5,210 $1.74M 0.01% -1,629 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,061 shares; 2026Q2: 32,375 shares 32,375 $1.74M 0.01% +5,314 Timeline FIIG 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: 54,781 shares; 2024Q4: 51,847 shares; 2025Q1: 53,971 shares; 2025Q2: 54,052 shares; 2025Q3: 49,903 shares; 2025Q4: 48,739 shares; 2026Q1: 77,600 shares; 2026Q2: 83,822 shares 83,822 $1.74M 0.01% +6,222 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: 7,770 shares; 2024Q4: 13,786 shares; 2025Q1: 14,466 shares; 2025Q2: 22,020 shares; 2025Q3: 23,200 shares; 2025Q4: 16,676 shares; 2026Q1: 19,961 shares; 2026Q2: 15,718 shares 15,718 $1.73M 0.01% -4,243 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,188 shares; 2025Q1: 4,879 shares; 2025Q2: 5,208 shares; 2025Q3: 5,981 shares; 2025Q4: 10,895 shares; 2026Q1: not reported; 2026Q2: 15,154 shares 15,154 $1.72M 0.01% new 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: 80,394 shares; 2024Q4: 82,691 shares; 2025Q1: 82,675 shares; 2025Q2: 95,541 shares; 2025Q3: 106,974 shares; 2025Q4: 105,504 shares; 2026Q1: 96,812 shares; 2026Q2: 96,227 shares 96,227 $1.72M 0.01% -585 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710 shares; 2024Q4: 3,004 shares; 2025Q1: not reported; 2025Q2: 4,389 shares; 2025Q3: 13,243 shares; 2025Q4: 16,538 shares; 2026Q1: 19,510 shares; 2026Q2: 23,111 shares 23,111 $1.72M 0.01% +3,601 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,362 shares; 2025Q3: 6,070 shares; 2025Q4: 6,376 shares; 2026Q1: 5,152 shares; 2026Q2: 26,013 shares 26,013 $1.71M 0.01% +20,861 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,740 shares; 2024Q4: 10,692 shares; 2025Q1: 20,061 shares; 2025Q2: 19,985 shares; 2025Q3: 16,033 shares; 2025Q4: 15,963 shares; 2026Q1: not reported; 2026Q2: 19,257 shares 19,257 $1.71M 0.01% new 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: 3,657 shares; 2025Q4: 6,287 shares; 2026Q1: not reported; 2026Q2: 30,949 shares 30,949 $1.71M 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,582 shares; 2024Q4: 25,990 shares; 2025Q1: 27,256 shares; 2025Q2: 30,761 shares; 2025Q3: 30,418 shares; 2025Q4: 35,994 shares; 2026Q1: 35,922 shares; 2026Q2: 17,585 shares 17,585 $1.71M 0.01% -18,337 Timeline BBHY 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: 92,037 shares; 2024Q4: 95,358 shares; 2025Q1: 98,262 shares; 2025Q2: 25,947 shares; 2025Q3: 32,043 shares; 2025Q4: 35,750 shares; 2026Q1: 36,409 shares; 2026Q2: 37,026 shares 37,026 $1.71M 0.01% +617 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,615 shares; 2024Q4: 6,275 shares; 2025Q1: 6,722 shares; 2025Q2: 6,787 shares; 2025Q3: 7,145 shares; 2025Q4: 7,430 shares; 2026Q1: not reported; 2026Q2: 7,779 shares 7,779 $1.7M 0.01% 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: 15,607 shares; 2024Q4: 15,718 shares; 2025Q1: not reported; 2025Q2: 19,362 shares; 2025Q3: 18,585 shares; 2025Q4: 13,076 shares; 2026Q1: 9,914 shares; 2026Q2: 5,952 shares 5,952 $1.7M 0.01% -3,962 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,129 shares; 2024Q4: 3,675 shares; 2025Q1: 4,025 shares; 2025Q2: 5,586 shares; 2025Q3: 5,741 shares; 2025Q4: 5,953 shares; 2026Q1: 5,054 shares; 2026Q2: 4,456 shares 4,456 $1.7M 0.01% -598 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,702 shares; 2024Q4: 13,168 shares; 2025Q1: 19,286 shares; 2025Q2: 14,459 shares; 2025Q3: 13,988 shares; 2025Q4: not reported; 2026Q1: 10,592 shares; 2026Q2: 10,954 shares 10,954 $1.7M 0.01% +362 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,740 shares; 2024Q4: 6,547 shares; 2025Q1: 11,409 shares; 2025Q2: 11,857 shares; 2025Q3: 12,135 shares; 2025Q4: 11,170 shares; 2026Q1: 10,067 shares; 2026Q2: 7,123 shares 7,123 $1.7M 0.01% -2,944 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: 4,538 shares; 2024Q4: 4,018 shares; 2025Q1: 4,509 shares; 2025Q2: 4,898 shares; 2025Q3: 4,726 shares; 2025Q4: 4,829 shares; 2026Q1: 4,535 shares; 2026Q2: 4,631 shares 4,631 $1.69M 0.01% +96 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314 shares; 2024Q4: 1,755 shares; 2025Q1: 2,647 shares; 2025Q2: 2,637 shares; 2025Q3: 2,660 shares; 2025Q4: 2,515 shares; 2026Q1: 2,366 shares; 2026Q2: 2,622 shares 2,622 $1.69M 0.01% +256 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,204 shares; 2025Q2: 12,059 shares; 2025Q3: 14,967 shares; 2025Q4: not reported; 2026Q1: 10,974 shares; 2026Q2: 19,482 shares 19,482 $1.69M 0.01% +8,508 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,814 shares; 2024Q4: 3,522 shares; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 3,573 shares; 2025Q4: 3,820 shares; 2026Q1: 4,334 shares; 2026Q2: 4,549 shares 4,549 $1.69M 0.01% +215 Timeline SEPM 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: 25,445 shares; 2026Q1: 51,323 shares; 2026Q2: 51,323 shares 51,323 $1.69M 0.01% 0 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: 5,328 shares; 2024Q4: 5,469 shares; 2025Q1: 5,079 shares; 2025Q2: 5,192 shares; 2025Q3: 4,748 shares; 2025Q4: 4,200 shares; 2026Q1: 3,718 shares; 2026Q2: 3,282 shares 3,282 $1.67M 0.01% -436 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,575 shares; 2024Q4: 34,738 shares; 2025Q1: not reported; 2025Q2: 34,396 shares; 2025Q3: 37,257 shares; 2025Q4: 35,377 shares; 2026Q1: 16,657 shares; 2026Q2: 7,270 shares 7,270 $1.67M 0.01% -9,387 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,740 shares; 2024Q4: 4,503 shares; 2025Q1: 4,534 shares; 2025Q2: 3,953 shares; 2025Q3: 4,273 shares; 2025Q4: 4,741 shares; 2026Q1: 7,884 shares; 2026Q2: 9,461 shares 9,461 $1.66M 0.01% +1,577 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,149 shares; 2025Q4: 18,895 shares; 2026Q1: 17,200 shares; 2026Q2: 21,527 shares 21,527 $1.66M 0.01% +4,327 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,451 shares; 2024Q4: 22,117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,129 shares; 2025Q4: 28,846 shares; 2026Q1: 20,832 shares; 2026Q2: 17,673 shares 17,673 $1.66M 0.01% -3,159 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,332 shares; 2024Q4: 3,938 shares; 2025Q1: not reported; 2025Q2: 4,942 shares; 2025Q3: 4,979 shares; 2025Q4: not reported; 2026Q1: 18,160 shares; 2026Q2: 15,080 shares 15,080 $1.66M 0.01% -3,080 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,515 shares; 2024Q4: 23,270 shares; 2025Q1: not reported; 2025Q2: 24,316 shares; 2025Q3: 25,183 shares; 2025Q4: not reported; 2026Q1: 16,996 shares; 2026Q2: 17,476 shares 17,476 $1.66M 0.01% +480 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,512 shares; 2024Q4: 297,590 shares; 2025Q1: not reported; 2025Q2: 374,546 shares; 2025Q3: 363,206 shares; 2025Q4: 335,863 shares; 2026Q1: 353,156 shares; 2026Q2: 354,870 shares 354,870 $1.65M 0.01% +1,714 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,374 shares; 2024Q4: 23,298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,184 shares; 2025Q4: 47,906 shares; 2026Q1: 62,921 shares; 2026Q2: 62,094 shares 62,094 $1.65M 0.01% -827 Timeline HEI 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: 4,721 shares; 2024Q4: 5,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,354 shares; 2025Q4: 6,430 shares; 2026Q1: 5,041 shares; 2026Q2: 4,613 shares 4,613 $1.64M 0.01% -428 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: 130,593 shares; 2024Q4: 133,285 shares; 2025Q1: not reported; 2025Q2: 122,152 shares; 2025Q3: 119,108 shares; 2025Q4: 126,171 shares; 2026Q1: 133,257 shares; 2026Q2: 135,816 shares 135,816 $1.64M 0.01% +2,559 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,492 shares; 2024Q4: 12,475 shares; 2025Q1: 8,115 shares; 2025Q2: 9,267 shares; 2025Q3: 9,090 shares; 2025Q4: 10,601 shares; 2026Q1: 14,992 shares; 2026Q2: 16,189 shares 16,189 $1.63M 0.01% +1,197 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: 19,757 shares; 2024Q4: 23,950 shares; 2025Q1: 19,897 shares; 2025Q2: 26,224 shares; 2025Q3: 36,577 shares; 2025Q4: 22,550 shares; 2026Q1: 29,172 shares; 2026Q2: 28,197 shares 28,197 $1.63M 0.01% -975 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,653 shares; 2025Q1: 60,090 shares; 2025Q2: 66,598 shares; 2025Q3: 68,810 shares; 2025Q4: 38,520 shares; 2026Q1: 49,080 shares; 2026Q2: 23,816 shares 23,816 $1.62M 0.01% -25,264 Timeline RWR 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: 10,979 shares; 2025Q1: 9,491 shares; 2025Q2: 43,370 shares; 2025Q3: 14,777 shares; 2025Q4: 6,898 shares; 2026Q1: 6,509 shares; 2026Q2: 14,345 shares 14,345 $1.62M 0.01% +7,836 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,519 shares; 2024Q4: 20,153 shares; 2025Q1: 20,079 shares; 2025Q2: 20,205 shares; 2025Q3: 20,611 shares; 2025Q4: 19,158 shares; 2026Q1: not reported; 2026Q2: 16,857 shares 16,857 $1.61M 0.01% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,949 shares; 2024Q4: 4,414 shares; 2025Q1: 4,497 shares; 2025Q2: not reported; 2025Q3: 6,158 shares; 2025Q4: 5,756 shares; 2026Q1: 6,266 shares; 2026Q2: 6,578 shares 6,578 $1.61M 0.01% +312 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,964 shares; 2024Q4: 3,964 shares; 2025Q1: 3,889 shares; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 2,431 shares; 2026Q1: 3,332 shares; 2026Q2: 4,071 shares 4,071 $1.59M 0.01% +739 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,522 shares; 2024Q4: 2,978 shares; 2025Q1: not reported; 2025Q2: 3,399 shares; 2025Q3: 3,468 shares; 2025Q4: 3,657 shares; 2026Q1: 3,781 shares; 2026Q2: 3,938 shares 3,938 $1.58M 0.01% +157 Timeline FLTR 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: 45,851 shares; 2024Q4: 7,964 shares; 2025Q1: 14,105 shares; 2025Q2: 21,042 shares; 2025Q3: 33,045 shares; 2025Q4: 40,326 shares; 2026Q1: 55,537 shares; 2026Q2: 61,684 shares 61,684 $1.58M 0.01% +6,147 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,641 shares; 2024Q4: 13,973 shares; 2025Q1: 11,954 shares; 2025Q2: 10,644 shares; 2025Q3: 10,407 shares; 2025Q4: not reported; 2026Q1: 11,885 shares; 2026Q2: 11,890 shares 11,890 $1.58M 0.01% +5 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: 691 shares; 2025Q1: 799 shares; 2025Q2: 829 shares; 2025Q3: 757 shares; 2025Q4: 661 shares; 2026Q1: 4,264 shares; 2026Q2: 4,347 shares 4,347 $1.58M 0.01% +83 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,688 shares; 2024Q4: 49,939 shares; 2025Q1: 49,474 shares; 2025Q2: 50,414 shares; 2025Q3: 54,110 shares; 2025Q4: 54,725 shares; 2026Q1: 56,610 shares; 2026Q2: 56,279 shares 56,279 $1.57M 0.01% -331 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,495 shares; 2024Q4: 8,717 shares; 2025Q1: 11,157 shares; 2025Q2: 10,885 shares; 2025Q3: 9,912 shares; 2025Q4: 9,724 shares; 2026Q1: not reported; 2026Q2: 4,381 shares 4,381 $1.57M 0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 2,307 shares; 2025Q1: 3,066 shares; 2025Q2: 3,203 shares; 2025Q3: 3,447 shares; 2025Q4: 3,030 shares; 2026Q1: not reported; 2026Q2: 7,248 shares 7,248 $1.57M 0.01% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,587 shares; 2024Q4: 4,469 shares; 2025Q1: 4,108 shares; 2025Q2: 4,238 shares; 2025Q3: 3,976 shares; 2025Q4: 5,475 shares; 2026Q1: 6,712 shares; 2026Q2: 8,985 shares 8,985 $1.56M 0.01% +2,273 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: 3,684 shares; 2024Q4: 4,594 shares; 2025Q1: 6,201 shares; 2025Q2: 4,072 shares; 2025Q3: 6,024 shares; 2025Q4: 11,946 shares; 2026Q1: 13,896 shares; 2026Q2: 13,762 shares 13,762 $1.56M 0.01% -134 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,793 shares; 2024Q4: 45,821 shares; 2025Q1: 50,446 shares; 2025Q2: 48,607 shares; 2025Q3: 58,391 shares; 2025Q4: not reported; 2026Q1: 59,045 shares; 2026Q2: 58,327 shares 58,327 $1.55M 0.01% -718 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,314 shares; 2024Q4: 38,556 shares; 2025Q1: 40,342 shares; 2025Q2: 35,804 shares; 2025Q3: 34,879 shares; 2025Q4: 21,477 shares; 2026Q1: not reported; 2026Q2: 19,116 shares 19,116 $1.55M 0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,368 shares; 2024Q4: 10,132 shares; 2025Q1: not reported; 2025Q2: 19,050 shares; 2025Q3: 12,789 shares; 2025Q4: 13,259 shares; 2026Q1: 15,038 shares; 2026Q2: 27,083 shares 27,083 $1.55M 0.01% +12,045 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,158 shares; 2024Q4: 29,271 shares; 2025Q1: not reported; 2025Q2: 35,076 shares; 2025Q3: 35,236 shares; 2025Q4: 36,554 shares; 2026Q1: 30,173 shares; 2026Q2: 12,557 shares 12,557 $1.55M 0.01% -17,616 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,386 shares; 2024Q4: 53,965 shares; 2025Q1: 81,607 shares; 2025Q2: 112,106 shares; 2025Q3: 115,718 shares; 2025Q4: 141,340 shares; 2026Q1: 107,194 shares; 2026Q2: 87,565 shares 87,565 $1.54M 0.01% -19,629 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,999 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,086 shares; 2026Q2: 7,380 shares 7,380 $1.52M 0.01% +1,294 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,515 shares; 2024Q4: 11,228 shares; 2025Q1: 11,897 shares; 2025Q2: 12,559 shares; 2025Q3: 14,627 shares; 2025Q4: 14,604 shares; 2026Q1: not reported; 2026Q2: 15,847 shares 15,847 $1.52M 0.01% new Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,749 shares; 2024Q4: 234,351 shares; 2025Q1: 234,464 shares; 2025Q2: 226,703 shares; 2025Q3: 218,525 shares; 2025Q4: 216,213 shares; 2026Q1: 222,059 shares; 2026Q2: 222,136 shares 222,136 $1.52M 0.01% +77 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,946 shares; 2025Q3: 7,059 shares; 2025Q4: 7,159 shares; 2026Q1: 8,019 shares; 2026Q2: 6,476 shares 6,476 $1.51M 0.01% -1,543 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,750 shares; 2024Q4: 40,756 shares; 2025Q1: 55,490 shares; 2025Q2: 54,317 shares; 2025Q3: 43,353 shares; 2025Q4: 60,076 shares; 2026Q1: 51,108 shares; 2026Q2: 113,628 shares 113,628 $1.51M 0.01% +62,520 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,796 shares; 2026Q2: 20,803 shares 20,803 $1.5M 0.01% +7 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,130 shares; 2024Q4: 7,273 shares; 2025Q1: 6,198 shares; 2025Q2: 6,938 shares; 2025Q3: 7,003 shares; 2025Q4: 6,539 shares; 2026Q1: 6,493 shares; 2026Q2: 6,202 shares 6,202 $1.48M 0.01% -291 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,068 shares; 2024Q4: 18,465 shares; 2025Q1: 17,368 shares; 2025Q2: 15,566 shares; 2025Q3: 18,665 shares; 2025Q4: 13,396 shares; 2026Q1: 14,931 shares; 2026Q2: 15,339 shares 15,339 $1.47M 0.01% +408 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,792 shares; 2024Q4: 14,899 shares; 2025Q1: 16,705 shares; 2025Q2: 19,166 shares; 2025Q3: 29,188 shares; 2025Q4: 31,782 shares; 2026Q1: 37,511 shares; 2026Q2: 35,799 shares 35,799 $1.47M 0.01% -1,712 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: 4,919 shares; 2025Q1: not reported; 2025Q2: 13,272 shares; 2025Q3: 14,248 shares; 2025Q4: not reported; 2026Q1: 16,119 shares; 2026Q2: 16,071 shares 16,071 $1.47M 0.01% -48 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,196 shares; 2024Q4: 2,562 shares; 2025Q1: 2,697 shares; 2025Q2: 2,697 shares; 2025Q3: 2,963 shares; 2025Q4: 2,978 shares; 2026Q1: 2,772 shares; 2026Q2: 2,707 shares 2,707 $1.46M 0.01% -65 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,358 shares; 2024Q4: 13,781 shares; 2025Q1: 14,459 shares; 2025Q2: 16,274 shares; 2025Q3: 34,879 shares; 2025Q4: 40,409 shares; 2026Q1: 47,446 shares; 2026Q2: 53,631 shares 53,631 $1.45M 0.01% +6,185 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: 5,320 shares; 2024Q4: 6,525 shares; 2025Q1: 7,144 shares; 2025Q2: 5,844 shares; 2025Q3: 5,329 shares; 2025Q4: 4,843 shares; 2026Q1: 4,903 shares; 2026Q2: 5,179 shares 5,179 $1.45M 0.01% +276 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: 5,744 shares; 2024Q4: 7,080 shares; 2025Q1: 7,083 shares; 2025Q2: 8,094 shares; 2025Q3: 8,110 shares; 2025Q4: 8,290 shares; 2026Q1: 7,747 shares; 2026Q2: 8,601 shares 8,601 $1.45M 0.01% +854 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,462 shares; 2025Q4: 86,064 shares; 2026Q1: 84,620 shares; 2026Q2: 82,281 shares 82,281 $1.45M 0.01% -2,339 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,720 shares; 2024Q4: 5,524 shares; 2025Q1: 3,673 shares; 2025Q2: 3,328 shares; 2025Q3: 3,296 shares; 2025Q4: 4,302 shares; 2026Q1: 5,820 shares; 2026Q2: 6,081 shares 6,081 $1.44M 0.01% +261 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,532 shares; 2025Q3: 13,812 shares; 2025Q4: 14,377 shares; 2026Q1: 9,327 shares; 2026Q2: 9,261 shares 9,261 $1.44M 0.01% -66 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,995 shares; 2024Q4: 12,228 shares; 2025Q1: not reported; 2025Q2: 11,553 shares; 2025Q3: 11,394 shares; 2025Q4: 10,574 shares; 2026Q1: 9,786 shares; 2026Q2: 8,114 shares 8,114 $1.44M 0.01% -1,672 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,511 shares; 2024Q4: 2,885 shares; 2025Q1: 9,359 shares; 2025Q2: 5,002 shares; 2025Q3: 5,042 shares; 2025Q4: 5,217 shares; 2026Q1: 7,744 shares; 2026Q2: 8,831 shares 8,831 $1.44M 0.01% +1,087 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,913 shares; 2024Q4: 17,867 shares; 2025Q1: not reported; 2025Q2: 13,636 shares; 2025Q3: 13,003 shares; 2025Q4: 12,566 shares; 2026Q1: 12,181 shares; 2026Q2: 12,231 shares 12,231 $1.43M 0.01% +50 Timeline IBDW 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: 21,585 shares; 2025Q4: not reported; 2026Q1: 69,541 shares; 2026Q2: 68,538 shares 68,538 $1.43M 0.01% -1,003 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,516 shares; 2024Q4: 56,219 shares; 2025Q1: not reported; 2025Q2: 58,210 shares; 2025Q3: 53,445 shares; 2025Q4: 52,693 shares; 2026Q1: 76,716 shares; 2026Q2: 80,363 shares 80,363 $1.43M 0.01% +3,647 Timeline BBCP CONCRETE PUMPING HLDGS INC More: the full row for CONCRETE PUMPING HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,213 shares; 2024Q4: 118,213 shares; 2025Q1: 118,213 shares; 2025Q2: 118,213 shares; 2025Q3: 118,213 shares; 2025Q4: 118,213 shares; 2026Q1: 118,213 shares; 2026Q2: 118,213 shares 118,213 $1.42M 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: 8,640 shares; 2024Q4: 10,807 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,662 shares; 2025Q4: 15,694 shares; 2026Q1: 16,925 shares; 2026Q2: 17,024 shares 17,024 $1.42M 0.01% +99 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,842 shares; 2025Q2: 20,586 shares; 2025Q3: 48,893 shares; 2025Q4: 49,741 shares; 2026Q1: 66,634 shares; 2026Q2: 51,742 shares 51,742 $1.42M 0.01% -14,892 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,541 shares; 2024Q4: 34,754 shares; 2025Q1: 38,862 shares; 2025Q2: 39,736 shares; 2025Q3: 42,442 shares; 2025Q4: 39,085 shares; 2026Q1: 41,621 shares; 2026Q2: 50,993 shares 50,993 $1.42M 0.01% +9,372 Timeline DIOD DIODES INC More: the full row for DIODES 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: 12,966 shares 12,966 $1.42M 0.01% new Timeline EUFN 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: 31,411 shares; 2025Q1: 62,086 shares; 2025Q2: 64,063 shares; 2025Q3: 30,616 shares; 2025Q4: 30,561 shares; 2026Q1: 22,789 shares; 2026Q2: 36,377 shares 36,377 $1.42M 0.01% +13,588 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,211 shares; 2024Q4: 128,585 shares; 2025Q1: 130,813 shares; 2025Q2: 150,275 shares; 2025Q3: 148,403 shares; 2025Q4: 149,028 shares; 2026Q1: 150,818 shares; 2026Q2: 135,745 shares 135,745 $1.41M 0.01% -15,073 Timeline VICR VICOR CORP More: the full row for VICOR 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: 3,708 shares 3,708 $1.41M 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,134 shares; 2024Q4: 3,212 shares; 2025Q1: 3,645 shares; 2025Q2: 3,759 shares; 2025Q3: 3,603 shares; 2025Q4: 3,410 shares; 2026Q1: 3,142 shares; 2026Q2: 3,103 shares 3,103 $1.41M 0.01% -39 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: 8,272 shares; 2024Q4: 9,016 shares; 2025Q1: 11,015 shares; 2025Q2: 10,778 shares; 2025Q3: 12,010 shares; 2025Q4: 10,909 shares; 2026Q1: 11,364 shares; 2026Q2: 18,285 shares 18,285 $1.4M 0.01% +6,921 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,447 shares; 2025Q1: 27,422 shares; 2025Q2: 27,257 shares; 2025Q3: 14,215 shares; 2025Q4: 13,256 shares; 2026Q1: 12,158 shares; 2026Q2: 34,311 shares 34,311 $1.4M 0.01% +22,153 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 598 shares; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 702 shares; 2025Q4: 761 shares; 2026Q1: 703 shares; 2026Q2: 674 shares 674 $1.4M 0.01% -29 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: 1,662 shares; 2025Q1: 1,666 shares; 2025Q2: 1,781 shares; 2025Q3: 2,964 shares; 2025Q4: 3,047 shares; 2026Q1: 3,335 shares; 2026Q2: 3,279 shares 3,279 $1.39M 0.01% -56 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,770 shares; 2024Q4: 48,561 shares; 2025Q1: 46,170 shares; 2025Q2: 60,638 shares; 2025Q3: 58,278 shares; 2025Q4: 55,434 shares; 2026Q1: 49,176 shares; 2026Q2: 47,702 shares 47,702 $1.39M 0.01% -1,474 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: 17,283 shares; 2025Q2: 13,533 shares; 2025Q3: 12,697 shares; 2025Q4: 13,203 shares; 2026Q1: 14,165 shares; 2026Q2: 26,359 shares 26,359 $1.38M 0.01% +12,194 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,818 shares; 2024Q4: 5,060 shares; 2025Q1: 5,695 shares; 2025Q2: 6,390 shares; 2025Q3: 4,446 shares; 2025Q4: 6,006 shares; 2026Q1: 6,718 shares; 2026Q2: 6,023 shares 6,023 $1.38M 0.01% -695 Timeline HYLS 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: 19,386 shares; 2024Q4: 15,608 shares; 2025Q1: 17,255 shares; 2025Q2: 16,202 shares; 2025Q3: 15,740 shares; 2025Q4: 17,394 shares; 2026Q1: 29,365 shares; 2026Q2: 33,808 shares 33,808 $1.37M 0.01% +4,443 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,933 shares; 2024Q4: 4,615 shares; 2025Q1: 4,433 shares; 2025Q2: 4,400 shares; 2025Q3: 4,474 shares; 2025Q4: 4,268 shares; 2026Q1: 3,862 shares; 2026Q2: 4,552 shares 4,552 $1.37M 0.01% +690 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,123 shares; 2026Q2: 26,454 shares 26,454 $1.37M 0.01% -14,669 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,859 shares; 2024Q4: 7,405 shares; 2025Q1: not reported; 2025Q2: 8,694 shares; 2025Q3: 7,611 shares; 2025Q4: 6,057 shares; 2026Q1: 6,188 shares; 2026Q2: 17,245 shares 17,245 $1.36M 0.01% +11,057 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,661 shares; 2024Q4: 23,215 shares; 2025Q1: not reported; 2025Q2: 22,151 shares; 2025Q3: 15,565 shares; 2025Q4: not reported; 2026Q1: 23,513 shares; 2026Q2: 26,812 shares 26,812 $1.36M 0.01% +3,299 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,867 shares; 2024Q4: 5,659 shares; 2025Q1: 6,770 shares; 2025Q2: 7,584 shares; 2025Q3: 7,670 shares; 2025Q4: 10,338 shares; 2026Q1: 11,802 shares; 2026Q2: 11,943 shares 11,943 $1.35M 0.01% +141 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,624 shares; 2024Q4: 4,150 shares; 2025Q1: 5,659 shares; 2025Q2: 4,597 shares; 2025Q3: 5,718 shares; 2025Q4: 5,942 shares; 2026Q1: 5,503 shares; 2026Q2: 3,580 shares 3,580 $1.35M 0.01% -1,923 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC 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: 92,214 shares; 2025Q4: 89,627 shares; 2026Q1: 86,803 shares; 2026Q2: 84,766 shares 84,766 $1.35M 0.01% -2,037 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: 12,983 shares; 2024Q4: 19,202 shares; 2025Q1: 20,662 shares; 2025Q2: 22,042 shares; 2025Q3: 21,861 shares; 2025Q4: 24,415 shares; 2026Q1: not reported; 2026Q2: 16,779 shares 16,779 $1.35M 0.01% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,582 shares; 2024Q4: 5,299 shares; 2025Q1: 3,442 shares; 2025Q2: 3,536 shares; 2025Q3: 3,379 shares; 2025Q4: 3,334 shares; 2026Q1: 3,253 shares; 2026Q2: 3,158 shares 3,158 $1.34M 0.01% -95 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,031 shares; 2024Q4: 4,737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,510 shares; 2025Q4: 6,576 shares; 2026Q1: 7,131 shares; 2026Q2: 9,233 shares 9,233 $1.34M 0.01% +2,102 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,015 shares; 2024Q4: 3,425 shares; 2025Q1: 7,634 shares; 2025Q2: 6,927 shares; 2025Q3: 6,305 shares; 2025Q4: 27,677 shares; 2026Q1: not reported; 2026Q2: 12,165 shares 12,165 $1.33M 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,921 shares; 2024Q4: 9,533 shares; 2025Q1: 9,779 shares; 2025Q2: 9,859 shares; 2025Q3: 10,161 shares; 2025Q4: 9,551 shares; 2026Q1: 5,300 shares; 2026Q2: 7,414 shares 7,414 $1.33M 0.01% +2,114 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,152 shares; 2024Q4: 20,575 shares; 2025Q1: 20,054 shares; 2025Q2: 18,891 shares; 2025Q3: 17,316 shares; 2025Q4: not reported; 2026Q1: 18,754 shares; 2026Q2: 17,768 shares 17,768 $1.32M 0.01% -986 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,238 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,313 shares; 2025Q3: 7,483 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,668 shares 17,668 $1.32M 0.01% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,970 shares; 2025Q4: 23,046 shares; 2026Q1: not reported; 2026Q2: 35,064 shares 35,064 $1.31M 0.01% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,942 shares; 2024Q4: 41,498 shares; 2025Q1: 46,440 shares; 2025Q2: 47,737 shares; 2025Q3: 51,863 shares; 2025Q4: 53,303 shares; 2026Q1: 51,557 shares; 2026Q2: 53,823 shares 53,823 $1.31M 0.01% +2,266 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,072 shares; 2024Q4: 10,943 shares; 2025Q1: 11,259 shares; 2025Q2: 11,597 shares; 2025Q3: 11,996 shares; 2025Q4: 12,132 shares; 2026Q1: 15,086 shares; 2026Q2: 14,612 shares 14,612 $1.31M 0.01% -474 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,249 shares; 2024Q4: 2,797 shares; 2025Q1: 3,133 shares; 2025Q2: 3,115 shares; 2025Q3: 3,637 shares; 2025Q4: 3,500 shares; 2026Q1: 3,659 shares; 2026Q2: 3,645 shares 3,645 $1.3M 0.01% -14 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,002 shares; 2024Q4: 90,024 shares; 2025Q1: 87,962 shares; 2025Q2: 85,932 shares; 2025Q3: 83,871 shares; 2025Q4: 81,631 shares; 2026Q1: 80,982 shares; 2026Q2: 79,917 shares 79,917 $1.3M 0.01% -1,065 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 2,146 shares; 2025Q1: not reported; 2025Q2: 7,516 shares; 2025Q3: 8,920 shares; 2025Q4: 8,356 shares; 2026Q1: 13,808 shares; 2026Q2: 14,828 shares 14,828 $1.29M 0.01% +1,020 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,385 shares; 2024Q4: 6,127 shares; 2025Q1: 5,032 shares; 2025Q2: 5,352 shares; 2025Q3: 5,273 shares; 2025Q4: 5,111 shares; 2026Q1: 5,213 shares; 2026Q2: 4,852 shares 4,852 $1.28M 0.01% -361 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: 12,140 shares; 2024Q4: 36,424 shares; 2025Q1: 37,673 shares; 2025Q2: 41,713 shares; 2025Q3: 41,916 shares; 2025Q4: 45,283 shares; 2026Q1: not reported; 2026Q2: 44,302 shares 44,302 $1.28M 0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,563 shares; 2024Q4: 5,528 shares; 2025Q1: 5,813 shares; 2025Q2: 5,726 shares; 2025Q3: 6,317 shares; 2025Q4: 6,886 shares; 2026Q1: 6,125 shares; 2026Q2: 5,980 shares 5,980 $1.28M 0.01% -145 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 494 shares; 2025Q1: 551 shares; 2025Q2: 632 shares; 2025Q3: 667 shares; 2025Q4: 636 shares; 2026Q1: 631 shares; 2026Q2: 613 shares 613 $1.28M 0.01% -18 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 15,379 shares 15,379 $1.28M 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,990 shares; 2024Q4: 7,872 shares; 2025Q1: 7,743 shares; 2025Q2: 7,678 shares; 2025Q3: 8,156 shares; 2025Q4: 8,288 shares; 2026Q1: not reported; 2026Q2: 7,961 shares 7,961 $1.27M 0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,655 shares; 2024Q4: 6,737 shares; 2025Q1: 7,123 shares; 2025Q2: 9,153 shares; 2025Q3: 9,911 shares; 2025Q4: 9,753 shares; 2026Q1: 12,227 shares; 2026Q2: 12,572 shares 12,572 $1.27M 0.01% +345 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,760 shares; 2025Q4: 10,950 shares; 2026Q1: 13,370 shares; 2026Q2: 16,848 shares 16,848 $1.27M 0.01% +3,478 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,941 shares; 2024Q4: 2,701 shares; 2025Q1: 2,749 shares; 2025Q2: 2,875 shares; 2025Q3: 2,912 shares; 2025Q4: 2,903 shares; 2026Q1: 2,370 shares; 2026Q2: 2,395 shares 2,395 $1.27M 0.01% +25 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: 7,473 shares; 2024Q4: 18,275 shares; 2025Q1: 9,722 shares; 2025Q2: 9,947 shares; 2025Q3: 17,633 shares; 2025Q4: 12,377 shares; 2026Q1: 16,310 shares; 2026Q2: 19,017 shares 19,017 $1.26M 0.01% +2,707 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,728 shares; 2024Q4: 199,478 shares; 2025Q1: 220,857 shares; 2025Q2: 222,769 shares; 2025Q3: 191,834 shares; 2025Q4: 184,621 shares; 2026Q1: 181,678 shares; 2026Q2: 176,281 shares 176,281 $1.26M 0.01% -5,397 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 926 shares; 2025Q1: not reported; 2025Q2: 904 shares; 2025Q3: 861 shares; 2025Q4: 893 shares; 2026Q1: 877 shares; 2026Q2: 940 shares 940 $1.25M 0.01% +63 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87,242 shares; 2025Q1: 87,786 shares; 2025Q2: 104,127 shares; 2025Q3: 85,886 shares; 2025Q4: 80,710 shares; 2026Q1: 83,138 shares; 2026Q2: 79,707 shares 79,707 $1.24M 0.01% -3,431 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,646 shares; 2025Q4: 17,384 shares; 2026Q1: 17,811 shares; 2026Q2: 21,116 shares 21,116 $1.23M 0.01% +3,305 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,235 shares; 2024Q4: 3,048 shares; 2025Q1: not reported; 2025Q2: 27,949 shares; 2025Q3: 30,858 shares; 2025Q4: not reported; 2026Q1: 8,319 shares; 2026Q2: 9,653 shares 9,653 $1.23M 0.01% +1,334 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,468 shares; 2025Q1: 12,926 shares; 2025Q2: 13,059 shares; 2025Q3: 13,708 shares; 2025Q4: 12,776 shares; 2026Q1: 12,427 shares; 2026Q2: 9,425 shares 9,425 $1.23M 0.01% -3,002 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,626 shares; 2025Q4: 12,506 shares; 2026Q1: 17,078 shares; 2026Q2: 13,943 shares 13,943 $1.22M 0.01% -3,135 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,097 shares; 2024Q4: 1,913 shares; 2025Q1: 2,264 shares; 2025Q2: 2,470 shares; 2025Q3: 2,268 shares; 2025Q4: 2,582 shares; 2026Q1: 2,547 shares; 2026Q2: 2,321 shares 2,321 $1.22M 0.01% -226 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 1,490 shares; 2026Q1: 1,570 shares; 2026Q2: 3,939 shares 3,939 $1.22M 0.01% +2,369 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: 160,244 shares; 2024Q4: 168,143 shares; 2025Q1: 169,551 shares; 2025Q2: 192,262 shares; 2025Q3: 193,803 shares; 2025Q4: 191,861 shares; 2026Q1: 193,285 shares; 2026Q2: 188,636 shares 188,636 $1.22M 0.01% -4,649 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,446 shares; 2024Q4: 83,216 shares; 2025Q1: 81,083 shares; 2025Q2: 78,949 shares; 2025Q3: 82,183 shares; 2025Q4: 81,172 shares; 2026Q1: 79,864 shares; 2026Q2: 78,410 shares 78,410 $1.22M 0.01% -1,454 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,948 shares; 2025Q1: 17,893 shares; 2025Q2: 17,877 shares; 2025Q3: 16,326 shares; 2025Q4: 16,114 shares; 2026Q1: 12,496 shares; 2026Q2: 18,347 shares 18,347 $1.22M 0.01% +5,851 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,742 shares; 2024Q4: 12,439 shares; 2025Q1: 24,322 shares; 2025Q2: 19,040 shares; 2025Q3: 20,027 shares; 2025Q4: 20,249 shares; 2026Q1: 28,421 shares; 2026Q2: 35,908 shares 35,908 $1.21M 0.01% +7,487 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,829 shares; 2024Q4: 4,792 shares; 2025Q1: not reported; 2025Q2: 5,181 shares; 2025Q3: 4,871 shares; 2025Q4: 4,800 shares; 2026Q1: not reported; 2026Q2: 9,406 shares 9,406 $1.21M 0.01% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,706 shares; 2025Q4: 3,603 shares; 2026Q1: 2,529 shares; 2026Q2: 12,191 shares 12,191 $1.21M 0.01% +9,662 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,399 shares; 2024Q4: 10,655 shares; 2025Q1: 12,962 shares; 2025Q2: 16,971 shares; 2025Q3: 19,679 shares; 2025Q4: 23,531 shares; 2026Q1: 29,186 shares; 2026Q2: 30,389 shares 30,389 $1.21M 0.01% +1,203 Timeline IXJ 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: 18,724 shares; 2025Q1: 20,841 shares; 2025Q2: 20,567 shares; 2025Q3: 19,565 shares; 2025Q4: 14,367 shares; 2026Q1: 13,301 shares; 2026Q2: 12,237 shares 12,237 $1.2M 0.01% -1,064 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,746 shares; 2024Q4: 3,158 shares; 2025Q1: 2,890 shares; 2025Q2: 3,618 shares; 2025Q3: 4,230 shares; 2025Q4: 4,939 shares; 2026Q1: 5,500 shares; 2026Q2: 5,377 shares 5,377 $1.2M 0.01% -123 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,422 shares; 2024Q4: 9,838 shares; 2025Q1: not reported; 2025Q2: 8,109 shares; 2025Q3: 8,273 shares; 2025Q4: 8,010 shares; 2026Q1: 7,479 shares; 2026Q2: 18,049 shares 18,049 $1.2M 0.01% +10,570 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,447 shares; 2024Q4: 4,350 shares; 2025Q1: 4,332 shares; 2025Q2: 4,105 shares; 2025Q3: 3,599 shares; 2025Q4: 3,954 shares; 2026Q1: 4,074 shares; 2026Q2: 10,118 shares 10,118 $1.2M 0.01% +6,044 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: 25,699 shares; 2024Q4: 23,565 shares; 2025Q1: 25,621 shares; 2025Q2: 26,771 shares; 2025Q3: 26,502 shares; 2025Q4: 23,948 shares; 2026Q1: 21,997 shares; 2026Q2: 17,525 shares 17,525 $1.2M 0.01% -4,472 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,495 shares; 2024Q4: 82,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,109 shares; 2025Q4: 126,365 shares; 2026Q1: 121,406 shares; 2026Q2: 124,423 shares 124,423 $1.19M 0.01% +3,017 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,427 shares; 2024Q4: 11,383 shares; 2025Q1: 11,274 shares; 2025Q2: 10,852 shares; 2025Q3: 10,504 shares; 2025Q4: 11,474 shares; 2026Q1: not reported; 2026Q2: 12,762 shares 12,762 $1.19M 0.01% new 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: 62,914 shares; 2024Q4: 35,365 shares; 2025Q1: not reported; 2025Q2: 39,900 shares; 2025Q3: 41,853 shares; 2025Q4: 38,626 shares; 2026Q1: 36,652 shares; 2026Q2: 32,166 shares 32,166 $1.19M 0.01% -4,486 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,367 shares; 2025Q1: 6,544 shares; 2025Q2: 11,598 shares; 2025Q3: 14,658 shares; 2025Q4: 17,051 shares; 2026Q1: 16,417 shares; 2026Q2: 10,524 shares 10,524 $1.19M 0.01% -5,893 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,057 shares; 2024Q4: 40,725 shares; 2025Q1: 39,343 shares; 2025Q2: 36,688 shares; 2025Q3: 36,808 shares; 2025Q4: 43,034 shares; 2026Q1: 34,477 shares; 2026Q2: 26,271 shares 26,271 $1.19M 0.01% -8,206 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,944 shares; 2025Q3: 11,255 shares; 2025Q4: 11,796 shares; 2026Q1: 12,725 shares; 2026Q2: 11,705 shares 11,705 $1.19M 0.01% -1,020 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,168 shares; 2024Q4: 7,702 shares; 2025Q1: 8,596 shares; 2025Q2: 8,117 shares; 2025Q3: 8,007 shares; 2025Q4: 5,945 shares; 2026Q1: 5,888 shares; 2026Q2: 5,524 shares 5,524 $1.18M 0.01% -364 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 3,460 shares; 2025Q1: not reported; 2025Q2: 17,677 shares; 2025Q3: 17,524 shares; 2025Q4: 18,398 shares; 2026Q1: 28,840 shares; 2026Q2: 30,883 shares 30,883 $1.18M 0.01% +2,043 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,654 shares; 2026Q1: 178,692 shares; 2026Q2: 178,401 shares 178,401 $1.17M 0.01% -291 Timeline BILT 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: 41,642 shares 41,642 $1.17M 0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638 shares; 2024Q4: 3,119 shares; 2025Q1: 3,153 shares; 2025Q2: not reported; 2025Q3: 3,022 shares; 2025Q4: 3,605 shares; 2026Q1: 4,441 shares; 2026Q2: 4,340 shares 4,340 $1.16M 0.01% -101 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,780 shares; 2024Q4: 3,590 shares; 2025Q1: 5,217 shares; 2025Q2: 4,665 shares; 2025Q3: 6,225 shares; 2025Q4: not reported; 2026Q1: 2,707 shares; 2026Q2: 3,265 shares 3,265 $1.16M 0.01% +558 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,272 shares; 2024Q4: 9,493 shares; 2025Q1: 8,133 shares; 2025Q2: 8,918 shares; 2025Q3: 8,745 shares; 2025Q4: 6,478 shares; 2026Q1: 9,059 shares; 2026Q2: 12,250 shares 12,250 $1.16M 0.01% +3,191 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,963 shares; 2024Q4: 28,110 shares; 2025Q1: 7,660 shares; 2025Q2: 7,443 shares; 2025Q3: 7,596 shares; 2025Q4: 11,184 shares; 2026Q1: 11,141 shares; 2026Q2: 11,767 shares 11,767 $1.16M 0.01% +626 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,107 shares; 2024Q4: 3,611 shares; 2025Q1: not reported; 2025Q2: 3,491 shares; 2025Q3: 3,254 shares; 2025Q4: 3,715 shares; 2026Q1: 3,720 shares; 2026Q2: 3,647 shares 3,647 $1.16M 0.01% -73 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,590 shares; 2024Q4: 117,452 shares; 2025Q1: 34,958 shares; 2025Q2: 33,864 shares; 2025Q3: 31,163 shares; 2025Q4: 24,481 shares; 2026Q1: not reported; 2026Q2: 23,532 shares 23,532 $1.16M 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,640 shares; 2024Q4: 30,137 shares; 2025Q1: not reported; 2025Q2: 14,599 shares; 2025Q3: 36,923 shares; 2025Q4: 44,683 shares; 2026Q1: 48,825 shares; 2026Q2: 50,106 shares 50,106 $1.16M 0.01% +1,281 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,112 shares; 2025Q3: 11,938 shares; 2025Q4: 12,020 shares; 2026Q1: 11,034 shares; 2026Q2: 11,172 shares 11,172 $1.15M 0.01% +138 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,741 shares; 2024Q4: 7,401 shares; 2025Q1: 9,625 shares; 2025Q2: 9,570 shares; 2025Q3: 9,522 shares; 2025Q4: 9,522 shares; 2026Q1: 14,334 shares; 2026Q2: 28,157 shares 28,157 $1.15M 0.01% +13,823 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: 3,755 shares; 2025Q2: not reported; 2025Q3: 6,152 shares; 2025Q4: 8,417 shares; 2026Q1: 9,153 shares; 2026Q2: 7,420 shares 7,420 $1.15M 0.01% -1,733 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,441 shares; 2024Q4: 16,006 shares; 2025Q1: 18,505 shares; 2025Q2: 17,279 shares; 2025Q3: 16,221 shares; 2025Q4: 14,438 shares; 2026Q1: not reported; 2026Q2: 32,456 shares 32,456 $1.15M 0.01% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,900 shares; 2026Q1: 20,191 shares; 2026Q2: 25,569 shares 25,569 $1.15M 0.01% +5,378 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,970 shares; 2024Q4: 16,918 shares; 2025Q1: 15,010 shares; 2025Q2: not reported; 2025Q3: 11,969 shares; 2025Q4: 10,445 shares; 2026Q1: 10,089 shares; 2026Q2: 12,683 shares 12,683 $1.15M 0.01% +2,594 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,687 shares; 2025Q2: 1,984 shares; 2025Q3: 2,057 shares; 2025Q4: not reported; 2026Q1: 2,558 shares; 2026Q2: 3,161 shares 3,161 $1.14M 0.01% +603 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,968 shares; 2024Q4: 103,522 shares; 2025Q1: 107,404 shares; 2025Q2: 110,926 shares; 2025Q3: 110,943 shares; 2025Q4: 110,445 shares; 2026Q1: 111,408 shares; 2026Q2: 107,709 shares 107,709 $1.14M 0.01% -3,699 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,372 shares; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: 3,119 shares; 2025Q3: 3,102 shares; 2025Q4: 8,090 shares; 2026Q1: 2,970 shares; 2026Q2: 2,660 shares 2,660 $1.13M 0.01% -310 Timeline BBAG 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: 86,460 shares; 2024Q4: 90,659 shares; 2025Q1: not reported; 2025Q2: 222,629 shares; 2025Q3: 222,818 shares; 2025Q4: 114,275 shares; 2026Q1: 113,101 shares; 2026Q2: 24,659 shares 24,659 $1.13M 0.01% -88,442 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 1,742 shares; 2025Q4: 1,905 shares; 2026Q1: 1,481 shares; 2026Q2: 3,949 shares 3,949 $1.13M 0.01% +2,468 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: 4,857 shares; 2024Q4: 8,635 shares; 2025Q1: 9,743 shares; 2025Q2: 9,911 shares; 2025Q3: 9,141 shares; 2025Q4: 9,025 shares; 2026Q1: 4,003 shares; 2026Q2: 2,844 shares 2,844 $1.13M 0.01% -1,159 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,893 shares; 2024Q4: 7,602 shares; 2025Q1: 7,816 shares; 2025Q2: 7,089 shares; 2025Q3: 7,840 shares; 2025Q4: 10,019 shares; 2026Q1: 12,423 shares; 2026Q2: 12,968 shares 12,968 $1.13M 0.01% +545 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,618 shares; 2025Q2: 58,073 shares; 2025Q3: 58,568 shares; 2025Q4: not reported; 2026Q1: 37,448 shares; 2026Q2: 33,554 shares 33,554 $1.13M 0.01% -3,894 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,944 shares; 2024Q4: 28,595 shares; 2025Q1: 32,175 shares; 2025Q2: 13,799 shares; 2025Q3: 14,209 shares; 2025Q4: 14,743 shares; 2026Q1: not reported; 2026Q2: 103,427 shares 103,427 $1.13M 0.01% new 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: not reported; 2024Q4: 9,155 shares; 2025Q1: 22,422 shares; 2025Q2: 25,226 shares; 2025Q3: 27,836 shares; 2025Q4: 28,255 shares; 2026Q1: 25,762 shares; 2026Q2: 32,138 shares 32,138 $1.12M 0.01% +6,376 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: 4,732 shares; 2024Q4: 4,759 shares; 2025Q1: not reported; 2025Q2: 5,061 shares; 2025Q3: 4,849 shares; 2025Q4: 4,160 shares; 2026Q1: 4,457 shares; 2026Q2: 4,338 shares 4,338 $1.12M 0.01% -119 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,506 shares; 2024Q4: 34,088 shares; 2025Q1: 25,529 shares; 2025Q2: 24,941 shares; 2025Q3: 24,653 shares; 2025Q4: 24,005 shares; 2026Q1: 22,348 shares; 2026Q2: 22,324 shares 22,324 $1.12M 0.01% -24 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,453 shares; 2024Q4: 8,444 shares; 2025Q1: 8,030 shares; 2025Q2: 7,146 shares; 2025Q3: 5,810 shares; 2025Q4: 7,446 shares; 2026Q1: 10,873 shares; 2026Q2: 10,280 shares 10,280 $1.11M 0.01% -593 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,741 shares; 2025Q1: 7,353 shares; 2025Q2: 7,238 shares; 2025Q3: 9,069 shares; 2025Q4: 14,962 shares; 2026Q1: 18,682 shares; 2026Q2: 17,099 shares 17,099 $1.11M 0.01% -1,583 Timeline BKSE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,706 shares; 2025Q3: 4,371 shares; 2025Q4: 5,489 shares; 2026Q1: 7,235 shares; 2026Q2: 8,202 shares 8,202 $1.1M 0.01% +967 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,706 shares; 2024Q4: 12,699 shares; 2025Q1: not reported; 2025Q2: 14,723 shares; 2025Q3: 15,031 shares; 2025Q4: 16,092 shares; 2026Q1: 16,400 shares; 2026Q2: 15,861 shares 15,861 $1.1M 0.01% -539 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,485 shares; 2024Q4: 13,375 shares; 2025Q1: 12,403 shares; 2025Q2: 11,830 shares; 2025Q3: 11,367 shares; 2025Q4: 11,402 shares; 2026Q1: 11,048 shares; 2026Q2: 10,988 shares 10,988 $1.1M 0.01% -60 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,818 shares; 2024Q4: 20,862 shares; 2025Q1: 21,498 shares; 2025Q2: 22,014 shares; 2025Q3: 23,392 shares; 2025Q4: 25,178 shares; 2026Q1: 23,028 shares; 2026Q2: 21,185 shares 21,185 $1.1M 0.01% -1,843 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: 10,974 shares; 2024Q4: 60,701 shares; 2025Q1: 12,565 shares; 2025Q2: 12,368 shares; 2025Q3: 14,077 shares; 2025Q4: 12,681 shares; 2026Q1: 43,983 shares; 2026Q2: 36,285 shares 36,285 $1.09M 0.01% -7,698 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,047 shares; 2024Q4: 112,497 shares; 2025Q1: not reported; 2025Q2: 113,916 shares; 2025Q3: 110,789 shares; 2025Q4: 108,352 shares; 2026Q1: 106,033 shares; 2026Q2: 103,738 shares 103,738 $1.09M 0.01% -2,295 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,520 shares; 2024Q4: 29,015 shares; 2025Q1: 32,973 shares; 2025Q2: 39,863 shares; 2025Q3: 49,112 shares; 2025Q4: 51,760 shares; 2026Q1: 63,958 shares; 2026Q2: 64,312 shares 64,312 $1.09M 0.01% +354 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,092 shares; 2024Q4: 23,049 shares; 2025Q1: 22,168 shares; 2025Q2: 21,151 shares; 2025Q3: 22,272 shares; 2025Q4: 17,227 shares; 2026Q1: 44,577 shares; 2026Q2: 48,492 shares 48,492 $1.09M 0.01% +3,915 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,633 shares; 2024Q4: 31,267 shares; 2025Q1: 34,236 shares; 2025Q2: 37,034 shares; 2025Q3: 43,318 shares; 2025Q4: 34,304 shares; 2026Q1: 29,391 shares; 2026Q2: 29,588 shares 29,588 $1.09M 0.01% +197 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,646 shares; 2024Q4: 8,087 shares; 2025Q1: 8,375 shares; 2025Q2: 7,593 shares; 2025Q3: 7,576 shares; 2025Q4: 7,989 shares; 2026Q1: 7,161 shares; 2026Q2: 6,782 shares 6,782 $1.09M 0.01% -379 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,317 shares; 2024Q4: 18,695 shares; 2025Q1: 19,445 shares; 2025Q2: 19,195 shares; 2025Q3: 15,304 shares; 2025Q4: 14,788 shares; 2026Q1: 8,685 shares; 2026Q2: 7,589 shares 7,589 $1.09M 0.01% -1,096 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668 shares; 2024Q4: 2,037 shares; 2025Q1: 1,983 shares; 2025Q2: 2,127 shares; 2025Q3: 2,168 shares; 2025Q4: 2,043 shares; 2026Q1: 2,106 shares; 2026Q2: 1,623 shares 1,623 $1.08M 0.01% -483 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,900 shares; 2025Q1: 9,343 shares; 2025Q2: 10,494 shares; 2025Q3: 9,758 shares; 2025Q4: not reported; 2026Q1: 13,805 shares; 2026Q2: 20,225 shares 20,225 $1.07M 0.01% +6,420 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,418 shares; 2024Q4: 13,927 shares; 2025Q1: 15,255 shares; 2025Q2: 12,526 shares; 2025Q3: 15,801 shares; 2025Q4: 14,611 shares; 2026Q1: not reported; 2026Q2: 29,655 shares 29,655 $1.07M 0.01% new Timeline FEP 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: 14,767 shares; 2024Q4: 16,551 shares; 2025Q1: 18,859 shares; 2025Q2: 18,624 shares; 2025Q3: 18,940 shares; 2025Q4: 18,016 shares; 2026Q1: 18,496 shares; 2026Q2: 18,803 shares 18,803 $1.07M 0.01% +307 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE 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: 100,827 shares 100,827 $1.07M 0.01% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689,790 shares; 2024Q4: 720,366 shares; 2025Q1: 25,321 shares; 2025Q2: 17,876 shares; 2025Q3: 17,380 shares; 2025Q4: 17,360 shares; 2026Q1: 17,250 shares; 2026Q2: 16,935 shares 16,935 $1.07M 0.01% -315 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,449 shares; 2025Q1: 1,598 shares; 2025Q2: 1,588 shares; 2025Q3: 1,760 shares; 2025Q4: 1,707 shares; 2026Q1: 1,713 shares; 2026Q2: 1,668 shares 1,668 $1.06M 0.01% -45 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: 54,090 shares; 2024Q4: 49,073 shares; 2025Q1: 54,147 shares; 2025Q2: 58,075 shares; 2025Q3: 63,566 shares; 2025Q4: 64,463 shares; 2026Q1: 42,437 shares; 2026Q2: 20,236 shares 20,236 $1.06M 0.01% -22,201 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,597 shares; 2024Q4: 7,955 shares; 2025Q1: 11,036 shares; 2025Q2: 11,088 shares; 2025Q3: 10,677 shares; 2025Q4: not reported; 2026Q1: 10,309 shares; 2026Q2: 9,927 shares 9,927 $1.06M 0.01% -382 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,983 shares; 2024Q4: 34,132 shares; 2025Q1: 24,160 shares; 2025Q2: 22,305 shares; 2025Q3: 25,562 shares; 2025Q4: 29,455 shares; 2026Q1: 32,104 shares; 2026Q2: 44,452 shares 44,452 $1.05M 0.01% +12,348 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,299 shares; 2025Q2: 6,137 shares; 2025Q3: 5,499 shares; 2025Q4: 7,488 shares; 2026Q1: 7,680 shares; 2026Q2: 9,144 shares 9,144 $1.05M 0.01% +1,464 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,281 shares; 2024Q4: 15,217 shares; 2025Q1: not reported; 2025Q2: 17,271 shares; 2025Q3: 17,015 shares; 2025Q4: 18,180 shares; 2026Q1: 19,164 shares; 2026Q2: 19,528 shares 19,528 $1.05M 0.01% +364 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,952 shares; 2024Q4: 38,831 shares; 2025Q1: 27,912 shares; 2025Q2: 14,973 shares; 2025Q3: 14,118 shares; 2025Q4: 12,827 shares; 2026Q1: 13,219 shares; 2026Q2: 12,104 shares 12,104 $1.05M 0.01% -1,115 Timeline RSPC 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: 10,609 shares; 2025Q4: 11,328 shares; 2026Q1: 8,559 shares; 2026Q2: 29,694 shares 29,694 $1.05M 0.01% +21,135 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,621 shares; 2024Q4: 142,428 shares; 2025Q1: not reported; 2025Q2: 180,087 shares; 2025Q3: 166,051 shares; 2025Q4: 114,341 shares; 2026Q1: 113,147 shares; 2026Q2: 111,923 shares 111,923 $1.04M 0.01% -1,224 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: 3,004 shares; 2026Q2: 6,366 shares 6,366 $1.04M 0.01% +3,362 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,088 shares; 2024Q4: 1,411 shares; 2025Q1: 1,891 shares; 2025Q2: 2,765 shares; 2025Q3: 2,997 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,062 shares 3,062 $1.04M 0.01% new Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE 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: 26,109 shares; 2026Q2: 43,478 shares 43,478 $1.03M 0.01% +17,369 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,674 shares; 2024Q4: 2,550 shares; 2025Q1: 3,424 shares; 2025Q2: 2,428 shares; 2025Q3: 3,157 shares; 2025Q4: 3,845 shares; 2026Q1: 4,334 shares; 2026Q2: 4,496 shares 4,496 $1.03M 0.01% +162 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,509 shares; 2024Q4: 14,461 shares; 2025Q1: 14,756 shares; 2025Q2: 15,560 shares; 2025Q3: 16,080 shares; 2025Q4: 17,175 shares; 2026Q1: 16,561 shares; 2026Q2: 14,270 shares 14,270 $1.03M 0.01% -2,291 Timeline FJP 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: 10,666 shares; 2024Q4: 12,138 shares; 2025Q1: 13,434 shares; 2025Q2: 13,087 shares; 2025Q3: 13,471 shares; 2025Q4: 13,036 shares; 2026Q1: 13,447 shares; 2026Q2: 13,478 shares 13,478 $1.03M 0.01% +31 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,690 shares; 2024Q4: 417,269 shares; 2025Q1: 406,092 shares; 2025Q2: 397,101 shares; 2025Q3: 412,980 shares; 2025Q4: 418,045 shares; 2026Q1: 421,978 shares; 2026Q2: 423,805 shares 423,805 $1.03M 0.01% +1,827 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: 23,710 shares; 2024Q4: 18,092 shares; 2025Q1: 11,550 shares; 2025Q2: 22,955 shares; 2025Q3: 16,417 shares; 2025Q4: not reported; 2026Q1: 26,036 shares; 2026Q2: 20,271 shares 20,271 $1.02M 0.01% -5,765 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,883 shares; 2025Q4: 57,974 shares; 2026Q1: 18,733 shares; 2026Q2: 19,202 shares 19,202 $1.02M 0.01% +469 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,353 shares; 2024Q4: 14,190 shares; 2025Q1: 11,375 shares; 2025Q2: 4,001 shares; 2025Q3: 3,979 shares; 2025Q4: 3,690 shares; 2026Q1: 3,631 shares; 2026Q2: 5,458 shares 5,458 $1.02M 0.01% +1,827 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,129 shares; 2024Q4: 2,365 shares; 2025Q1: 3,625 shares; 2025Q2: 3,586 shares; 2025Q3: 3,535 shares; 2025Q4: 2,462 shares; 2026Q1: 8,498 shares; 2026Q2: 8,413 shares 8,413 $1.02M 0.01% -85 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,633 shares; 2024Q4: 12,777 shares; 2025Q1: 13,938 shares; 2025Q2: 13,704 shares; 2025Q3: 19,665 shares; 2025Q4: 25,668 shares; 2026Q1: 24,436 shares; 2026Q2: 24,029 shares 24,029 $1.02M 0.01% -407 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,680 shares; 2025Q1: 6,389 shares; 2025Q2: 7,698 shares; 2025Q3: 7,539 shares; 2025Q4: 8,545 shares; 2026Q1: 8,859 shares; 2026Q2: 11,323 shares 11,323 $1.02M 0.01% +2,464 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,281 shares; 2024Q4: 10,334 shares; 2025Q1: 11,225 shares; 2025Q2: 11,122 shares; 2025Q3: 13,025 shares; 2025Q4: 12,724 shares; 2026Q1: 13,445 shares; 2026Q2: 13,389 shares 13,389 $1.02M 0.01% -56 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,269 shares; 2025Q1: 1,310 shares; 2025Q2: not reported; 2025Q3: 1,322 shares; 2025Q4: 1,392 shares; 2026Q1: 1,526 shares; 2026Q2: 1,281 shares 1,281 $1.01M 0.01% -245 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 6,116 shares; 2025Q1: 12,328 shares; 2025Q2: 9,805 shares; 2025Q3: 10,042 shares; 2025Q4: 9,392 shares; 2026Q1: 8,544 shares; 2026Q2: 4,262 shares 4,262 $1.01M 0.01% -4,282 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 4,945 shares; 2025Q1: 5,508 shares; 2025Q2: 4,576 shares; 2025Q3: 4,078 shares; 2025Q4: 5,313 shares; 2026Q1: 5,424 shares; 2026Q2: 5,197 shares 5,197 $1.01M 0.01% -227 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,273 shares; 2024Q4: 6,187 shares; 2025Q1: 7,093 shares; 2025Q2: 8,706 shares; 2025Q3: 8,380 shares; 2025Q4: 10,708 shares; 2026Q1: 11,158 shares; 2026Q2: 9,706 shares 9,706 $1.01M 0.01% -1,452 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,145 shares; 2024Q4: 4,302 shares; 2025Q1: not reported; 2025Q2: 4,693 shares; 2025Q3: 4,723 shares; 2025Q4: 5,197 shares; 2026Q1: 5,345 shares; 2026Q2: 5,099 shares 5,099 $1.01M 0.01% -246 Timeline CALX CALIX INC More: the full row for CALIX 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: 26,990 shares 26,990 $1.01M 0.01% new Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,949 shares; 2025Q2: 6,949 shares; 2025Q3: 10,075 shares; 2025Q4: 10,231 shares; 2026Q1: 23,757 shares; 2026Q2: 18,146 shares 18,146 $1M 0.01% -5,611 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,388 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,398 shares; 2026Q2: 43,914 shares 43,914 $999K 0.01% -3,484 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,122 shares; 2024Q4: 35,737 shares; 2025Q1: 35,062 shares; 2025Q2: 35,378 shares; 2025Q3: 36,563 shares; 2025Q4: 41,924 shares; 2026Q1: 40,409 shares; 2026Q2: 42,582 shares 42,582 $998K 0.01% +2,173 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,707 shares; 2024Q4: 8,087 shares; 2025Q1: 7,591 shares; 2025Q2: 6,260 shares; 2025Q3: 4,532 shares; 2025Q4: 7,235 shares; 2026Q1: 15,435 shares; 2026Q2: 13,886 shares 13,886 $996K 0.01% -1,549 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: 15,810 shares; 2024Q4: 22,868 shares; 2025Q1: 21,565 shares; 2025Q2: 23,198 shares; 2025Q3: 27,351 shares; 2025Q4: 29,006 shares; 2026Q1: 12,068 shares; 2026Q2: 10,844 shares 10,844 $995K 0.01% -1,224 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,016 shares; 2024Q4: 19,241 shares; 2025Q1: 18,834 shares; 2025Q2: 18,819 shares; 2025Q3: 13,850 shares; 2025Q4: 11,702 shares; 2026Q1: 10,604 shares; 2026Q2: 10,696 shares 10,696 $992K 0.01% +92 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,531 shares; 2024Q4: 5,691 shares; 2025Q1: 8,774 shares; 2025Q2: 11,067 shares; 2025Q3: 11,126 shares; 2025Q4: 11,295 shares; 2026Q1: 11,462 shares; 2026Q2: 7,858 shares 7,858 $990K 0.01% -3,604 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,359 shares; 2024Q4: 8,840 shares; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 5,271 shares; 2025Q4: 3,907 shares; 2026Q1: 3,993 shares; 2026Q2: 3,757 shares 3,757 $989K 0.01% -236 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,105 shares; 2024Q4: 8,130 shares; 2025Q1: 10,222 shares; 2025Q2: 12,350 shares; 2025Q3: 15,521 shares; 2025Q4: 17,967 shares; 2026Q1: 14,550 shares; 2026Q2: 14,570 shares 14,570 $980K 0.01% +20 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,399 shares; 2024Q4: 162,065 shares; 2025Q1: 159,112 shares; 2025Q2: 174,448 shares; 2025Q3: 173,949 shares; 2025Q4: 173,085 shares; 2026Q1: 170,174 shares; 2026Q2: 159,077 shares 159,077 $978K 0.01% -11,097 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,169 shares 10,169 $977K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,889 shares; 2024Q4: 2,019 shares; 2025Q1: 1,480 shares; 2025Q2: 1,469 shares; 2025Q3: 1,567 shares; 2025Q4: 1,616 shares; 2026Q1: 1,675 shares; 2026Q2: 1,563 shares 1,563 $975K 0.01% -112 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656 shares; 2026Q1: 8,788 shares; 2026Q2: 11,907 shares 11,907 $973K 0.01% +3,119 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: 8,555 shares; 2024Q4: 10,737 shares; 2025Q1: 10,505 shares; 2025Q2: 10,611 shares; 2025Q3: 10,910 shares; 2025Q4: 9,097 shares; 2026Q1: 10,474 shares; 2026Q2: 12,791 shares 12,791 $972K 0.01% +2,317 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,689 shares; 2026Q1: 22,803 shares; 2026Q2: 27,156 shares 27,156 $968K 0.01% +4,353 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,961 shares; 2024Q4: 14,950 shares; 2025Q1: 20,042 shares; 2025Q2: 20,329 shares; 2025Q3: 18,541 shares; 2025Q4: 13,202 shares; 2026Q1: 11,996 shares; 2026Q2: 15,007 shares 15,007 $963K 0.01% +3,011 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,956 shares; 2026Q2: 10,217 shares 10,217 $962K 0.01% +2,261 Timeline QGRW 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: 5,154 shares; 2025Q1: 10,329 shares; 2025Q2: 10,079 shares; 2025Q3: 11,442 shares; 2025Q4: 11,653 shares; 2026Q1: 11,791 shares; 2026Q2: 14,521 shares 14,521 $959K 0.01% +2,730 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,797 shares; 2024Q4: 486,464 shares; 2025Q1: 479,330 shares; 2025Q2: 466,967 shares; 2025Q3: 479,502 shares; 2025Q4: 493,451 shares; 2026Q1: 513,395 shares; 2026Q2: 538,400 shares 538,400 $958K 0.01% +25,005 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,092 shares; 2024Q4: 5,359 shares; 2025Q1: not reported; 2025Q2: 6,713 shares; 2025Q3: 6,576 shares; 2025Q4: 8,007 shares; 2026Q1: not reported; 2026Q2: 7,766 shares 7,766 $956K 0.01% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,774 shares; 2024Q4: 10,537 shares; 2025Q1: 8,883 shares; 2025Q2: 8,846 shares; 2025Q3: 7,926 shares; 2025Q4: 7,826 shares; 2026Q1: 8,399 shares; 2026Q2: 8,548 shares 8,548 $956K 0.01% +149 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,494 shares; 2024Q4: 1,524 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,509 shares; 2026Q1: 7,214 shares; 2026Q2: 5,013 shares 5,013 $953K 0.01% -2,201 Timeline VGK 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: 3,143 shares; 2024Q4: 5,477 shares; 2025Q1: 5,838 shares; 2025Q2: 5,681 shares; 2025Q3: 5,692 shares; 2025Q4: 6,471 shares; 2026Q1: 9,663 shares; 2026Q2: 10,723 shares 10,723 $949K 0.01% +1,060 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,915 shares; 2024Q4: 43,264 shares; 2025Q1: 58,082 shares; 2025Q2: 51,632 shares; 2025Q3: 41,185 shares; 2025Q4: 44,903 shares; 2026Q1: 31,912 shares; 2026Q2: 18,548 shares 18,548 $947K 0.01% -13,364 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS 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: 13,104 shares; 2025Q4: not reported; 2026Q1: 19,683 shares; 2026Q2: 65,073 shares 65,073 $944K 0.01% +45,390 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; 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: 14,734 shares 14,734 $942K 0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: 8,706 shares; 2025Q1: 10,881 shares; 2025Q2: 12,325 shares; 2025Q3: 10,579 shares; 2025Q4: 9,456 shares; 2026Q1: 12,687 shares; 2026Q2: 13,857 shares 13,857 $941K 0.01% +1,170 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,841 shares; 2024Q4: 31,173 shares; 2025Q1: not reported; 2025Q2: 34,847 shares; 2025Q3: 40,061 shares; 2025Q4: 35,319 shares; 2026Q1: 42,612 shares; 2026Q2: 71,027 shares 71,027 $939K 0.01% +28,415 Timeline DXIV 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: 13,391 shares 13,391 $937K 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,017 shares; 2024Q4: 2,782 shares; 2025Q1: 684 shares; 2025Q2: 1,885 shares; 2025Q3: 1,936 shares; 2025Q4: 2,019 shares; 2026Q1: 2,272 shares; 2026Q2: 2,360 shares 2,360 $936K 0.01% +88 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,737 shares; 2024Q4: 2,845 shares; 2025Q1: 2,761 shares; 2025Q2: 2,934 shares; 2025Q3: 4,234 shares; 2025Q4: 4,198 shares; 2026Q1: 4,676 shares; 2026Q2: 3,174 shares 3,174 $936K 0.01% -1,502 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,109 shares; 2025Q4: not reported; 2026Q1: 8,766 shares; 2026Q2: 9,824 shares 9,824 $936K 0.01% +1,058 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,794 shares; 2025Q2: 3,045 shares; 2025Q3: 3,382 shares; 2025Q4: 3,613 shares; 2026Q1: 3,942 shares; 2026Q2: 3,523 shares 3,523 $934K 0.01% -419 Timeline BMI BADGER METER INC More: the full row for BADGER METER 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: 2,763 shares; 2025Q4: 2,854 shares; 2026Q1: 2,926 shares; 2026Q2: 6,250 shares 6,250 $927K 0.01% +3,324 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,970 shares; 2024Q4: 23,083 shares; 2025Q1: 22,558 shares; 2025Q2: 45,446 shares; 2025Q3: 43,979 shares; 2025Q4: 47,350 shares; 2026Q1: 27,354 shares; 2026Q2: 27,409 shares 27,409 $925K 0.01% +55 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,088 shares; 2024Q4: 15,680 shares; 2025Q1: 18,534 shares; 2025Q2: 17,270 shares; 2025Q3: 19,497 shares; 2025Q4: 22,057 shares; 2026Q1: 18,271 shares; 2026Q2: 19,263 shares 19,263 $918K 0.01% +992 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: 2,583 shares; 2025Q1: not reported; 2025Q2: 2,773 shares; 2025Q3: 2,839 shares; 2025Q4: 2,867 shares; 2026Q1: 1,382 shares; 2026Q2: 1,748 shares 1,748 $915K 0.01% +366 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,322 shares; 2026Q2: 25,693 shares 25,693 $915K 0.01% +10,371 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,185 shares; 2024Q4: 3,703 shares; 2025Q1: 2,518 shares; 2025Q2: 3,263 shares; 2025Q3: 3,495 shares; 2025Q4: 3,511 shares; 2026Q1: not reported; 2026Q2: 3,655 shares 3,655 $914K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,832 shares; 2024Q4: 5,206 shares; 2025Q1: 6,609 shares; 2025Q2: 8,183 shares; 2025Q3: 8,116 shares; 2025Q4: 3,832 shares; 2026Q1: 6,090 shares; 2026Q2: 3,819 shares 3,819 $913K 0.01% -2,271 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,137 shares; 2025Q1: 5,977 shares; 2025Q2: 4,172 shares; 2025Q3: 4,018 shares; 2025Q4: 4,309 shares; 2026Q1: 6,057 shares; 2026Q2: 4,493 shares 4,493 $910K 0.01% -1,564 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,768 shares; 2024Q4: 69,335 shares; 2025Q1: 70,994 shares; 2025Q2: 98,692 shares; 2025Q3: 24,748 shares; 2025Q4: 23,948 shares; 2026Q1: not reported; 2026Q2: 20,941 shares 20,941 $910K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,705 shares; 2024Q4: 8,633 shares; 2025Q1: 9,989 shares; 2025Q2: 9,620 shares; 2025Q3: 10,714 shares; 2025Q4: 7,262 shares; 2026Q1: 10,648 shares; 2026Q2: 9,867 shares 9,867 $905K 0.01% -781 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,685 shares; 2025Q2: not reported; 2025Q3: 15,993 shares; 2025Q4: 16,884 shares; 2026Q1: 19,189 shares; 2026Q2: 17,953 shares 17,953 $903K 0.01% -1,236 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: 10,739 shares; 2024Q4: 13,998 shares; 2025Q1: 4,816 shares; 2025Q2: 2,710 shares; 2025Q3: 2,739 shares; 2025Q4: 3,270 shares; 2026Q1: 2,468 shares; 2026Q2: 2,290 shares 2,290 $902K 0.01% -178 Timeline