Skip to content
Disclosery

Prime Capital Investment Advisors, LLC

Follow

13F filer, CIK 1731446, OVERLAND PARK, KS

Prime Capital Investment Advisors, LLC reported $10,314,913,013 across 1,087 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-05. Its ten largest share positions make up 30.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-009642

Period
2026-06-30
Reported value
$10.3B
Holdings
1,087
Top 10 weight
30.21%
New
96
Sold out
55

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+478,902$359M
AVUSnew+1,763,123$226M
IEFAadded+2,133,219$206M
XTENadded+2,149,069$98M
IUSBadded+1,619,144$74.7M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVLVexited-1,163,667-$93.8M
DGRWreduced-836,835-$80M
VGLTreduced-1,022,425-$56.4M
ITOTreduced-99,174-$16.3M
BSVreduced-173,787-$13.5M

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

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-009642, largest first. % of portfolio is the value over $10,308,650,177, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,927 shares; 2024Q4: 203,159 shares; 2025Q1: 286,112 shares; 2025Q2: 219,209 shares; 2025Q3: 212,508 shares; 2025Q4: 236,187 shares; 2026Q1: 466,993 shares; 2026Q2: 945,895 shares 945,895$708M6.87%+478,902Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,289,732 shares; 2024Q4: 1,254,866 shares; 2025Q1: 1,246,448 shares; 2025Q2: 1,192,935 shares; 2025Q3: 1,180,530 shares; 2025Q4: 1,113,796 shares; 2026Q1: 1,083,783 shares; 2026Q2: 1,064,003 shares 1,064,003$394M3.82%-19,780Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536,455 shares; 2024Q4: 1,506,931 shares; 2025Q1: 2,098,708 shares; 2025Q2: 3,199,109 shares; 2025Q3: 3,412,915 shares; 2025Q4: 4,905,406 shares; 2026Q1: 3,679,473 shares; 2026Q2: 3,796,233 shares 3,796,233$376M3.65%+116,760Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635,309 shares; 2024Q4: 628,960 shares; 2025Q1: 839,827 shares; 2025Q2: 682,883 shares; 2025Q3: 692,611 shares; 2025Q4: 696,351 shares; 2026Q1: 637,728 shares; 2026Q2: 2,770,947 shares 2,770,947$268M2.6%+2,133,219Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,839,386 shares; 2024Q4: 11,136,452 shares; 2025Q1: 15,935,064 shares; 2025Q2: 11,090,995 shares; 2025Q3: 10,183,018 shares; 2025Q4: 10,005,831 shares; 2026Q1: 8,900,665 shares; 2026Q2: 8,704,919 shares 8,704,919$256M2.49%-195,746Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,558,260 shares; 2024Q4: 1,555,823 shares; 2025Q1: 2,007,444 shares; 2025Q2: 1,566,681 shares; 2025Q3: 1,560,683 shares; 2025Q4: 1,547,706 shares; 2026Q1: 1,616,418 shares; 2026Q2: 1,517,244 shares 1,517,244$249M2.42%-99,174Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091,408 shares; 2024Q4: 1,111,482 shares; 2025Q1: 1,418,036 shares; 2025Q2: 1,154,222 shares; 2025Q3: 1,136,105 shares; 2025Q4: 1,121,227 shares; 2026Q1: 1,131,043 shares; 2026Q2: 1,133,586 shares 1,133,586$227M2.2%+2,543Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,763,123 shares 1,763,123$226M2.19%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 808,421 shares; 2024Q4: 815,335 shares; 2025Q1: 1,032,106 shares; 2025Q2: 800,659 shares; 2025Q3: 819,084 shares; 2025Q4: 803,181 shares; 2026Q1: 780,041 shares; 2026Q2: 766,662 shares 766,662$222M2.15%-13,379Timeline
XTENBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914,870 shares; 2024Q4: 2,448,299 shares; 2025Q1: 3,459,499 shares; 2025Q2: 1,373,413 shares; 2025Q3: 1,434,353 shares; 2025Q4: 1,467,742 shares; 2026Q1: 1,987,051 shares; 2026Q2: 4,136,120 shares 4,136,120$189M1.83%+2,149,069Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815,674 shares; 2024Q4: 806,825 shares; 2025Q1: 2,191,250 shares; 2025Q2: 2,086,490 shares; 2025Q3: 2,115,202 shares; 2025Q4: 2,038,194 shares; 2026Q1: 1,927,470 shares; 2026Q2: 1,888,476 shares 1,888,476$167M1.62%-38,994Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,073 shares; 2024Q4: 236,598 shares; 2025Q1: 279,953 shares; 2025Q2: 212,121 shares; 2025Q3: 210,308 shares; 2025Q4: 202,044 shares; 2026Q1: 204,402 shares; 2026Q2: 200,376 shares 200,376$148M1.43%-4,026Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737,124 shares; 2024Q4: 725,286 shares; 2025Q1: 982,415 shares; 2025Q2: 716,208 shares; 2025Q3: 721,058 shares; 2025Q4: 696,914 shares; 2026Q1: 676,693 shares; 2026Q2: 661,224 shares 661,224$144M1.4%-15,469Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 564,464 shares; 2025Q2: 363,126 shares; 2025Q3: 358,155 shares; 2025Q4: 367,737 shares; 2026Q1: 3,113,064 shares; 2026Q2: 2,890,540 shares 2,890,540$140M1.35%-222,524Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084,114 shares; 2024Q4: 1,119,827 shares; 2025Q1: 1,285,792 shares; 2025Q2: 1,127,400 shares; 2025Q3: 1,175,924 shares; 2025Q4: 1,155,197 shares; 2026Q1: 1,163,580 shares; 2026Q2: 1,404,457 shares 1,404,457$134M1.3%+240,877Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,195 shares; 2024Q4: 233,662 shares; 2025Q1: 277,385 shares; 2025Q2: 218,102 shares; 2025Q3: 215,544 shares; 2025Q4: 205,731 shares; 2026Q1: 203,535 shares; 2026Q2: 185,817 shares 185,817$128M1.24%-17,718Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,251 shares; 2024Q4: 338,433 shares; 2025Q1: 417,520 shares; 2025Q2: 325,731 shares; 2025Q3: 324,930 shares; 2025Q4: 331,452 shares; 2026Q1: 324,256 shares; 2026Q2: 330,356 shares 330,356$123M1.2%+6,100Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,853,710 shares; 2024Q4: 5,621,313 shares; 2025Q1: 10,027,415 shares; 2025Q2: 6,553,549 shares; 2025Q3: 6,382,545 shares; 2025Q4: 5,833,417 shares; 2026Q1: 4,430,297 shares; 2026Q2: 4,325,445 shares 4,325,445$120M1.16%-104,852Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,823 shares; 2024Q4: 536,932 shares; 2025Q1: 637,717 shares; 2025Q2: 523,916 shares; 2025Q3: 525,074 shares; 2025Q4: 529,331 shares; 2026Q1: 513,831 shares; 2026Q2: 500,000 shares 500,000$119M1.16%-13,831Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,900 shares; 2024Q4: 233,315 shares; 2025Q1: 229,900 shares; 2025Q2: 185,751 shares; 2025Q3: 161,471 shares; 2025Q4: 146,138 shares; 2026Q1: 157,531 shares; 2026Q2: 151,678 shares 151,678$113M1.1%-5,853Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290,436 shares; 2024Q4: 1,320,908 shares; 2025Q1: 1,384,530 shares; 2025Q2: 1,274,541 shares; 2025Q3: 1,285,890 shares; 2025Q4: 1,324,196 shares; 2026Q1: 1,403,857 shares; 2026Q2: 1,443,141 shares 1,443,141$106M1.03%+39,284Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 911,090 shares; 2024Q4: 889,325 shares; 2025Q1: 885,958 shares; 2025Q2: 855,227 shares; 2025Q3: 833,295 shares; 2025Q4: 784,680 shares; 2026Q1: 775,003 shares; 2026Q2: 756,315 shares 756,315$103M1%-18,688Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,139 shares; 2024Q4: 270,201 shares; 2025Q1: 320,984 shares; 2025Q2: 275,036 shares; 2025Q3: 266,061 shares; 2025Q4: 264,656 shares; 2026Q1: 253,591 shares; 2026Q2: 262,087 shares 262,087$99M0.96%+8,496Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874,956 shares; 2024Q4: 1,975,205 shares; 2025Q1: 2,013,306 shares; 2025Q2: 1,984,644 shares; 2025Q3: 1,935,795 shares; 2025Q4: 1,911,373 shares; 2026Q1: 1,896,133 shares; 2026Q2: 1,951,599 shares 1,951,599$98.7M0.96%+55,466Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486,369 shares; 2024Q4: 475,731 shares; 2025Q1: 666,512 shares; 2025Q2: 464,670 shares; 2025Q3: 462,533 shares; 2025Q4: 483,014 shares; 2026Q1: 459,443 shares; 2026Q2: 437,142 shares 437,142$95.9M0.93%-22,301Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,195 shares; 2024Q4: 265,187 shares; 2025Q1: 319,888 shares; 2025Q2: 260,079 shares; 2025Q3: 270,163 shares; 2025Q4: 270,832 shares; 2026Q1: 261,441 shares; 2026Q2: 257,159 shares 257,159$91.9M0.89%-4,282Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,707 shares; 2024Q4: 11,782 shares; 2025Q1: 12,568 shares; 2025Q2: not reported; 2025Q3: 4,530 shares; 2025Q4: 33,227 shares; 2026Q1: 38,778 shares; 2026Q2: 1,657,922 shares 1,657,922$76.5M0.74%+1,619,144Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,372 shares; 2024Q4: 60,893 shares; 2025Q1: 83,007 shares; 2025Q2: 64,204 shares; 2025Q3: 68,978 shares; 2025Q4: 70,722 shares; 2026Q1: 65,157 shares; 2026Q2: 63,152 shares 63,152$75.7M0.73%-2,005Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 749,414 shares; 2024Q4: 744,770 shares; 2025Q1: 737,224 shares; 2025Q2: 715,865 shares; 2025Q3: 707,468 shares; 2025Q4: 675,459 shares; 2026Q1: 654,600 shares; 2026Q2: 635,287 shares 635,287$73.5M0.71%-19,313Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,200 shares; 2024Q4: 203,219 shares; 2025Q1: 240,938 shares; 2025Q2: 190,282 shares; 2025Q3: 186,246 shares; 2025Q4: 187,738 shares; 2026Q1: 898,374 shares; 2026Q2: 882,776 shares 882,776$73.1M0.71%-15,598Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,027 shares; 2024Q4: 144,649 shares; 2025Q1: 251,059 shares; 2025Q2: 140,004 shares; 2025Q3: 140,308 shares; 2025Q4: 149,926 shares; 2026Q1: 155,506 shares; 2026Q2: 945,484 shares 945,484$72.9M0.71%+789,978Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; 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: 756,001 shares; 2026Q2: 750,726 shares 750,726$72.4M0.7%-5,275Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493,267 shares; 2024Q4: 1,905,763 shares; 2025Q1: 2,780,742 shares; 2025Q2: 1,787,599 shares; 2025Q3: 1,604,808 shares; 2025Q4: 1,540,446 shares; 2026Q1: 2,184,354 shares; 2026Q2: 2,128,665 shares 2,128,665$72M0.7%-55,689Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593,569 shares; 2024Q4: 597,523 shares; 2025Q1: 637,399 shares; 2025Q2: 563,950 shares; 2025Q3: 587,138 shares; 2025Q4: 644,467 shares; 2026Q1: 645,815 shares; 2026Q2: 643,767 shares 643,767$69.3M0.67%-2,048Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,204,043 shares; 2024Q4: 1,239,395 shares; 2025Q1: 1,265,818 shares; 2025Q2: 1,218,267 shares; 2025Q3: 1,242,993 shares; 2025Q4: 1,281,859 shares; 2026Q1: 1,374,142 shares; 2026Q2: 1,423,682 shares 1,423,682$68.9M0.67%+49,540Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,723 shares; 2024Q4: 213,444 shares; 2025Q1: 294,703 shares; 2025Q2: 221,090 shares; 2025Q3: 216,535 shares; 2025Q4: 210,862 shares; 2026Q1: 179,828 shares; 2026Q2: 192,081 shares 192,081$67.9M0.66%+12,253Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726,723 shares; 2024Q4: 2,090,777 shares; 2025Q1: 2,972,884 shares; 2025Q2: 2,066,956 shares; 2025Q3: 1,968,099 shares; 2025Q4: 1,644,012 shares; 2026Q1: 1,874,193 shares; 2026Q2: 1,830,982 shares 1,830,982$67.5M0.65%-43,211Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558,174 shares; 2024Q4: 560,069 shares; 2025Q1: 709,393 shares; 2025Q2: 579,896 shares; 2025Q3: 587,231 shares; 2025Q4: 571,497 shares; 2026Q1: 561,402 shares; 2026Q2: 562,568 shares 562,568$63.7M0.62%+1,166Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976,331 shares; 2024Q4: 2,020,567 shares; 2025Q1: 2,150,883 shares; 2025Q2: 2,009,989 shares; 2025Q3: 2,056,282 shares; 2025Q4: 2,141,039 shares; 2026Q1: 2,265,508 shares; 2026Q2: 2,323,341 shares 2,323,341$61.6M0.6%+57,833Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,735 shares; 2024Q4: 8,834 shares; 2025Q1: 23,826 shares; 2025Q2: 7,978 shares; 2025Q3: 7,728 shares; 2025Q4: 595,881 shares; 2026Q1: 571,745 shares; 2026Q2: 588,054 shares 588,054$61.1M0.59%+16,309Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,178 shares; 2024Q4: 178,641 shares; 2025Q1: 225,770 shares; 2025Q2: 139,831 shares; 2025Q3: 123,863 shares; 2025Q4: 120,313 shares; 2026Q1: 121,773 shares; 2026Q2: 104,944 shares 104,944$61M0.59%-16,829Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,028 shares; 2024Q4: 121,248 shares; 2025Q1: 158,602 shares; 2025Q2: 117,335 shares; 2025Q3: 123,476 shares; 2025Q4: 127,473 shares; 2026Q1: 127,562 shares; 2026Q2: 114,079 shares 114,079$57.1M0.55%-13,483Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766,578 shares; 2024Q4: 753,704 shares; 2025Q1: 928,205 shares; 2025Q2: 500,070 shares; 2025Q3: 509,651 shares; 2025Q4: 535,598 shares; 2026Q1: 896,069 shares; 2026Q2: 1,088,753 shares 1,088,753$55.1M0.53%+192,684Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969,484 shares; 2024Q4: 956,543 shares; 2025Q1: 1,233,627 shares; 2025Q2: 1,078,386 shares; 2025Q3: 1,056,136 shares; 2025Q4: 727,507 shares; 2026Q1: 439,214 shares; 2026Q2: 436,592 shares 436,592$54.5M0.53%-2,622Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,137 shares; 2024Q4: 27,733 shares; 2025Q1: 39,393 shares; 2025Q2: 38,543 shares; 2025Q3: 41,364 shares; 2025Q4: 43,311 shares; 2026Q1: 44,110 shares; 2026Q2: 44,889 shares 44,889$52.7M0.51%+779Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,823 shares; 2024Q4: 376,928 shares; 2025Q1: 17,058 shares; 2025Q2: 9,416 shares; 2025Q3: 6,200 shares; 2025Q4: 6,080 shares; 2026Q1: 774,046 shares; 2026Q2: 773,229 shares 773,229$51.4M0.5%-817Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,403 shares; 2024Q4: 34,586 shares; 2025Q1: 64,797 shares; 2025Q2: 21,203 shares; 2025Q3: 21,476 shares; 2025Q4: 27,302 shares; 2026Q1: 28,636 shares; 2026Q2: 43,209 shares 43,209$49.9M0.48%+14,573Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,919 shares; 2024Q4: 166,811 shares; 2025Q1: 208,395 shares; 2025Q2: 160,923 shares; 2025Q3: 145,699 shares; 2025Q4: 146,075 shares; 2026Q1: 144,493 shares; 2026Q2: 151,129 shares 151,129$49.5M0.48%+6,636Timeline
PSQOPALMER SQUARE FUNDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,385,079 shares; 2026Q2: 2,393,248 shares 2,393,248$49.5M0.48%+8,169Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,000 shares; 2024Q4: 186,109 shares; 2025Q1: 205,386 shares; 2025Q2: 182,703 shares; 2025Q3: 182,879 shares; 2025Q4: 188,762 shares; 2026Q1: 194,698 shares; 2026Q2: 196,082 shares 196,082$46.4M0.45%+1,384Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,724,346 shares; 2026Q2: 1,732,584 shares 1,732,584$45.9M0.45%+8,238Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,750 shares; 2024Q4: 74,860 shares; 2025Q1: 98,210 shares; 2025Q2: 76,441 shares; 2025Q3: 81,981 shares; 2025Q4: 84,327 shares; 2026Q1: 83,090 shares; 2026Q2: 80,964 shares 80,964$45.6M0.44%-2,126Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,191 shares; 2024Q4: 153,792 shares; 2025Q1: 157,369 shares; 2025Q2: 110,555 shares; 2025Q3: 110,325 shares; 2025Q4: 107,430 shares; 2026Q1: 927,039 shares; 2026Q2: 924,746 shares 924,746$44.7M0.43%-2,293Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 742,401 shares; 2024Q4: 748,125 shares; 2025Q1: 832,842 shares; 2025Q2: 707,235 shares; 2025Q3: 749,856 shares; 2025Q4: 722,408 shares; 2026Q1: 725,647 shares; 2026Q2: 551,860 shares 551,860$43M0.42%-173,787Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,777 shares; 2024Q4: 46,633 shares; 2025Q1: 56,353 shares; 2025Q2: 44,893 shares; 2025Q3: 45,722 shares; 2025Q4: 45,728 shares; 2026Q1: 45,729 shares; 2026Q2: 44,718 shares 44,718$41.8M0.41%-1,011Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,201 shares; 2025Q2: 4,348 shares; 2025Q3: 4,347 shares; 2025Q4: 4,275 shares; 2026Q1: 366,255 shares; 2026Q2: 464,198 shares 464,198$41.4M0.4%+97,943Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980,014 shares; 2024Q4: 1,006,844 shares; 2025Q1: 1,043,564 shares; 2025Q2: 990,338 shares; 2025Q3: 1,002,331 shares; 2025Q4: 1,027,420 shares; 2026Q1: 1,082,373 shares; 2026Q2: 1,115,267 shares 1,115,267$41.3M0.4%+32,894Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,959 shares; 2024Q4: 189,166 shares; 2025Q1: 210,539 shares; 2025Q2: 179,418 shares; 2025Q3: 179,767 shares; 2025Q4: 178,753 shares; 2026Q1: 182,357 shares; 2026Q2: 216,274 shares 216,274$41M0.4%+33,917Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,669 shares; 2024Q4: 72,272 shares; 2025Q1: 91,534 shares; 2025Q2: 75,600 shares; 2025Q3: 79,767 shares; 2025Q4: 83,695 shares; 2026Q1: 86,495 shares; 2026Q2: 97,534 shares 97,534$41M0.4%+11,039Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,441 shares; 2024Q4: 14,163 shares; 2025Q1: 224,283 shares; 2025Q2: 20,244 shares; 2025Q3: 20,098 shares; 2025Q4: 19,994 shares; 2026Q1: 743,242 shares; 2026Q2: 743,967 shares 743,967$38.9M0.38%+725Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,262 shares; 2024Q4: 73,086 shares; 2025Q1: 75,384 shares; 2025Q2: 77,845 shares; 2025Q3: 83,438 shares; 2025Q4: 84,558 shares; 2026Q1: 80,797 shares; 2026Q2: 81,198 shares 81,198$38.8M0.38%+401Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,069 shares; 2024Q4: 25,736 shares; 2025Q1: 29,982 shares; 2025Q2: 28,287 shares; 2025Q3: 25,547 shares; 2025Q4: 27,344 shares; 2026Q1: 29,615 shares; 2026Q2: 36,374 shares 36,374$38.7M0.38%+6,759Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,299 shares; 2026Q1: 1,097,887 shares; 2026Q2: 1,253,318 shares 1,253,318$37.2M0.36%+155,431Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,208 shares; 2024Q4: 15,441 shares; 2025Q1: 23,810 shares; 2025Q2: 43,060 shares; 2025Q3: 46,199 shares; 2025Q4: 52,936 shares; 2026Q1: 88,739 shares; 2026Q2: 84,327 shares 84,327$35.9M0.35%-4,412Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,777 shares; 2024Q4: 387,304 shares; 2025Q1: 409,309 shares; 2025Q2: 369,145 shares; 2025Q3: 359,940 shares; 2025Q4: 349,943 shares; 2026Q1: 349,940 shares; 2026Q2: 361,861 shares 361,861$34.9M0.34%+11,921Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,379 shares; 2024Q4: 325,065 shares; 2025Q1: 427,395 shares; 2025Q2: 291,609 shares; 2025Q3: 304,799 shares; 2025Q4: 295,703 shares; 2026Q1: 281,666 shares; 2026Q2: 253,971 shares 253,971$34.7M0.34%-27,695Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; 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: 675,916 shares; 2026Q2: 779,212 shares 779,212$33.9M0.33%+103,296Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,954 shares; 2024Q4: 2,954 shares; 2025Q1: 3,562 shares; 2025Q2: 2,955 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares; 2026Q1: 105,576 shares; 2026Q2: 118,093 shares 118,093$33.7M0.33%+12,517Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,983 shares; 2024Q4: 111,189 shares; 2025Q1: 141,850 shares; 2025Q2: 112,498 shares; 2025Q3: 117,918 shares; 2025Q4: 119,043 shares; 2026Q1: 118,608 shares; 2026Q2: 93,747 shares 93,747$33.1M0.32%-24,861Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 883,660 shares; 2024Q4: 914,556 shares; 2025Q1: 917,767 shares; 2025Q2: 879,739 shares; 2025Q3: 875,531 shares; 2025Q4: 860,897 shares; 2026Q1: 850,754 shares; 2026Q2: 817,044 shares 817,044$32.9M0.32%-33,710Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,524 shares; 2024Q4: 126,820 shares; 2025Q1: 155,398 shares; 2025Q2: 124,831 shares; 2025Q3: 128,590 shares; 2025Q4: 129,618 shares; 2026Q1: 131,500 shares; 2026Q2: 128,509 shares 128,509$32.3M0.31%-2,991Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,587 shares; 2024Q4: 137,369 shares; 2025Q1: 107,035 shares; 2025Q2: 83,719 shares; 2025Q3: 84,956 shares; 2025Q4: 86,807 shares; 2026Q1: 92,822 shares; 2026Q2: 127,237 shares 127,237$32.3M0.31%+34,415Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,109 shares; 2024Q4: 272,595 shares; 2025Q1: 309,435 shares; 2025Q2: 249,313 shares; 2025Q3: 250,068 shares; 2025Q4: 237,572 shares; 2026Q1: 233,220 shares; 2026Q2: 415,253 shares 415,253$31.8M0.31%+182,033Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,682 shares; 2024Q4: 197,060 shares; 2025Q1: 254,315 shares; 2025Q2: 256,033 shares; 2025Q3: 265,028 shares; 2025Q4: 289,510 shares; 2026Q1: 302,644 shares; 2026Q2: 308,643 shares 308,643$31.5M0.31%+5,999Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,515 shares; 2024Q4: 105,657 shares; 2025Q1: 140,379 shares; 2025Q2: 97,577 shares; 2025Q3: 97,563 shares; 2025Q4: 97,535 shares; 2026Q1: 96,159 shares; 2026Q2: 89,684 shares 89,684$30.8M0.3%-6,475Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,296,440 shares; 2024Q4: 6,195,577 shares; 2025Q1: 5,984,198 shares; 2025Q2: 2,036,185 shares; 2025Q3: 1,903,120 shares; 2025Q4: 1,584,253 shares; 2026Q1: 1,416,524 shares; 2026Q2: 1,328,466 shares 1,328,466$30.3M0.29%-88,058Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,991 shares; 2024Q4: 138,167 shares; 2025Q1: 217,349 shares; 2025Q2: 221,596 shares; 2025Q3: 242,403 shares; 2025Q4: 256,364 shares; 2026Q1: 270,514 shares; 2026Q2: 272,602 shares 272,602$29.8M0.29%+2,088Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,891 shares; 2024Q4: 253,104 shares; 2025Q1: 828,976 shares; 2025Q2: 544,773 shares; 2025Q3: 544,306 shares; 2025Q4: 554,652 shares; 2026Q1: 569,198 shares; 2026Q2: 567,579 shares 567,579$29.7M0.29%-1,619Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,269 shares; 2025Q1: 110,138 shares; 2025Q2: 48,096 shares; 2025Q3: 44,891 shares; 2025Q4: 44,179 shares; 2026Q1: 41,016 shares; 2026Q2: 68,606 shares 68,606$29.7M0.29%+27,590Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502,203 shares; 2024Q4: 509,105 shares; 2025Q1: 936,022 shares; 2025Q2: 231,368 shares; 2025Q3: 200,323 shares; 2025Q4: 188,249 shares; 2026Q1: 500,267 shares; 2026Q2: 524,142 shares 524,142$29.6M0.29%+23,875Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,985 shares; 2024Q4: 217,218 shares; 2025Q1: 318,984 shares; 2025Q2: 233,236 shares; 2025Q3: 233,010 shares; 2025Q4: 231,958 shares; 2026Q1: 235,300 shares; 2026Q2: 228,502 shares 228,502$27.2M0.26%-6,798Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,003 shares; 2024Q4: 145,990 shares; 2025Q1: 172,574 shares; 2025Q2: 140,367 shares; 2025Q3: 135,553 shares; 2025Q4: 142,807 shares; 2026Q1: 172,421 shares; 2026Q2: 159,719 shares 159,719$26.5M0.26%-12,702Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,449 shares; 2024Q4: 320,030 shares; 2025Q1: 334,190 shares; 2025Q2: 273,639 shares; 2025Q3: 261,684 shares; 2025Q4: 238,647 shares; 2026Q1: 226,758 shares; 2026Q2: 226,312 shares 226,312$26.4M0.26%-446Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,017 shares; 2024Q4: 306,634 shares; 2025Q1: 305,755 shares; 2025Q2: 292,219 shares; 2025Q3: 285,856 shares; 2025Q4: 273,326 shares; 2026Q1: 261,555 shares; 2026Q2: 253,983 shares 253,983$26.2M0.25%-7,572Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,744 shares; 2024Q4: 34,567 shares; 2025Q1: 40,971 shares; 2025Q2: 37,027 shares; 2025Q3: 36,407 shares; 2025Q4: 37,929 shares; 2026Q1: 48,249 shares; 2026Q2: 206,667 shares 206,667$25.7M0.25%+158,418Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,271 shares; 2024Q4: 36,263 shares; 2025Q1: 118,482 shares; 2025Q2: 73,527 shares; 2025Q3: 88,932 shares; 2025Q4: 92,391 shares; 2026Q1: 88,226 shares; 2026Q2: 71,091 shares 71,091$24.2M0.24%-17,135Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,426 shares; 2024Q4: 220,710 shares; 2025Q1: 256,157 shares; 2025Q2: 298,223 shares; 2025Q3: 309,211 shares; 2025Q4: 312,009 shares; 2026Q1: 315,598 shares; 2026Q2: 312,256 shares 312,256$23.6M0.23%-3,342Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707,832 shares; 2024Q4: 704,125 shares; 2025Q1: 1,008,304 shares; 2025Q2: 1,401,381 shares; 2025Q3: 1,393,857 shares; 2025Q4: 1,535,309 shares; 2026Q1: 1,079,247 shares; 2026Q2: 242,412 shares 242,412$23.2M0.22%-836,835Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,200 shares; 2024Q4: 57,360 shares; 2025Q1: 72,010 shares; 2025Q2: 66,538 shares; 2025Q3: 68,933 shares; 2025Q4: 68,254 shares; 2026Q1: 65,494 shares; 2026Q2: 65,919 shares 65,919$22.3M0.22%+425Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,141 shares; 2024Q4: 910,701 shares; 2025Q1: 1,563,008 shares; 2025Q2: 802,341 shares; 2025Q3: 777,108 shares; 2025Q4: 708,702 shares; 2026Q1: 659,706 shares; 2026Q2: 636,448 shares 636,448$22.2M0.21%-23,258Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,320 shares; 2024Q4: 45,251 shares; 2025Q1: 89,186 shares; 2025Q2: 41,549 shares; 2025Q3: 41,749 shares; 2025Q4: 42,275 shares; 2026Q1: 41,377 shares; 2026Q2: 256,738 shares 256,738$22.1M0.21%+215,361Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,378 shares; 2024Q4: 20,378 shares; 2025Q1: 22,671 shares; 2025Q2: 17,427 shares; 2025Q3: 23,592 shares; 2025Q4: 29,060 shares; 2026Q1: 547,760 shares; 2026Q2: 602,632 shares 602,632$22M0.21%+54,872Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,225 shares; 2024Q4: 37,256 shares; 2025Q1: 40,912 shares; 2025Q2: 41,355 shares; 2025Q3: 51,105 shares; 2025Q4: 53,639 shares; 2026Q1: 53,374 shares; 2026Q2: 55,771 shares 55,771$20.8M0.2%+2,397Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,547 shares; 2024Q4: 150,945 shares; 2025Q1: 265,496 shares; 2025Q2: 255,747 shares; 2025Q3: 262,148 shares; 2025Q4: 272,582 shares; 2026Q1: 269,881 shares; 2026Q2: 276,032 shares 276,032$20.7M0.2%+6,151Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,120 shares; 2024Q4: 49,638 shares; 2025Q1: 66,172 shares; 2025Q2: 46,418 shares; 2025Q3: 33,540 shares; 2025Q4: 33,209 shares; 2026Q1: 29,042 shares; 2026Q2: 21,047 shares 21,047$20.3M0.2%-7,995Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,672 shares; 2024Q4: 160,122 shares; 2025Q1: 244,803 shares; 2025Q2: 147,130 shares; 2025Q3: 144,862 shares; 2025Q4: 135,645 shares; 2026Q1: 134,524 shares; 2026Q2: 134,779 shares 134,779$20M0.19%+255Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,645 shares; 2024Q4: 17,444 shares; 2025Q1: 22,053 shares; 2025Q2: 19,065 shares; 2025Q3: 20,046 shares; 2025Q4: 280,025 shares; 2026Q1: 322,952 shares; 2026Q2: 277,515 shares 277,515$19.8M0.19%-45,437Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,575 shares; 2024Q4: 25,204 shares; 2025Q1: 32,543 shares; 2025Q2: 23,729 shares; 2025Q3: 23,558 shares; 2025Q4: 25,183 shares; 2026Q1: 94,000 shares; 2026Q2: 57,156 shares 57,156$19.6M0.19%-36,844Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,030 shares; 2024Q4: 121,516 shares; 2025Q1: 198,778 shares; 2025Q2: 179,379 shares; 2025Q3: 197,157 shares; 2025Q4: 215,677 shares; 2026Q1: 392,277 shares; 2026Q2: 420,968 shares 420,968$19.1M0.19%+28,691Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,895 shares; 2024Q4: 160,402 shares; 2025Q1: 160,172 shares; 2025Q2: 163,593 shares; 2025Q3: 164,747 shares; 2025Q4: 151,159 shares; 2026Q1: 153,648 shares; 2026Q2: 220,404 shares 220,404$18.8M0.18%+66,756Timeline
BGIGETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,039 shares; 2024Q4: 93,145 shares; 2025Q1: 76,547 shares; 2025Q2: 88,558 shares; 2025Q3: 88,584 shares; 2025Q4: 506,621 shares; 2026Q1: 527,196 shares; 2026Q2: 522,151 shares 522,151$18.7M0.18%-5,045Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,689 shares; 2024Q4: 406,563 shares; 2025Q1: 563,624 shares; 2025Q2: 353,940 shares; 2025Q3: 396,937 shares; 2025Q4: 424,183 shares; 2026Q1: 420,219 shares; 2026Q2: 420,508 shares 420,508$18.7M0.18%+289Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,373 shares; 2024Q4: 55,065 shares; 2025Q1: 77,323 shares; 2025Q2: 54,699 shares; 2025Q3: 54,882 shares; 2025Q4: 102,536 shares; 2026Q1: 101,585 shares; 2026Q2: 96,367 shares 96,367$18.4M0.18%-5,218Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001 shares; 2024Q4: 54,043 shares; 2025Q1: 68,840 shares; 2025Q2: 63,112 shares; 2025Q3: 68,019 shares; 2025Q4: 69,403 shares; 2026Q1: 67,965 shares; 2026Q2: 67,780 shares 67,780$18.2M0.18%-185Timeline
TAXFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,067 shares; 2024Q4: 24,320 shares; 2025Q1: 47,817 shares; 2025Q2: 33,599 shares; 2025Q3: 34,417 shares; 2025Q4: 32,090 shares; 2026Q1: 339,492 shares; 2026Q2: 351,005 shares 351,005$17.8M0.17%+11,513Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,328 shares; 2024Q4: 34,097 shares; 2025Q1: 28,702 shares; 2025Q2: 31,588 shares; 2025Q3: 30,807 shares; 2025Q4: 30,797 shares; 2026Q1: 46,860 shares; 2026Q2: 47,941 shares 47,941$17.8M0.17%+1,081Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,262 shares; 2024Q4: 548,859 shares; 2025Q1: 746,525 shares; 2025Q2: 536,870 shares; 2025Q3: 521,308 shares; 2025Q4: 498,581 shares; 2026Q1: 487,631 shares; 2026Q2: 479,299 shares 479,299$17.3M0.17%-8,332Timeline
QSIGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,535 shares; 2024Q4: 235,135 shares; 2025Q1: 316,415 shares; 2025Q2: 316,592 shares; 2025Q3: 325,847 shares; 2025Q4: 352,206 shares; 2026Q1: 357,584 shares; 2026Q2: 357,636 shares 357,636$17.3M0.17%+52Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,153 shares; 2025Q3: 136,676 shares; 2025Q4: 189,475 shares; 2026Q1: 186,761 shares; 2026Q2: 166,688 shares 166,688$16.9M0.16%-20,073Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,530 shares; 2024Q4: 13,451 shares; 2025Q1: 426,216 shares; 2025Q2: 300,474 shares; 2025Q3: 299,212 shares; 2025Q4: 299,123 shares; 2026Q1: 290,253 shares; 2026Q2: 280,456 shares 280,456$16.9M0.16%-9,797Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357,569 shares; 2024Q4: 354,701 shares; 2025Q1: 367,326 shares; 2025Q2: 323,218 shares; 2025Q3: 318,206 shares; 2025Q4: 312,367 shares; 2026Q1: 336,969 shares; 2026Q2: 273,129 shares 273,129$16.8M0.16%-63,840Timeline
CAIECALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,189 shares; 2025Q4: 191,197 shares; 2026Q1: 471,706 shares; 2026Q2: 609,896 shares 609,896$16.6M0.16%+138,190Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839,122 shares; 2024Q4: 864,848 shares; 2025Q1: 919,592 shares; 2025Q2: 882,978 shares; 2025Q3: 902,766 shares; 2025Q4: 885,577 shares; 2026Q1: 871,669 shares; 2026Q2: 864,161 shares 864,161$16.5M0.16%-7,508Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,885 shares; 2024Q4: 34,203 shares; 2025Q1: 61,689 shares; 2025Q2: 36,806 shares; 2025Q3: 29,904 shares; 2025Q4: 29,655 shares; 2026Q1: 29,264 shares; 2026Q2: 31,749 shares 31,749$16.3M0.16%+2,485Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,511 shares; 2024Q4: 96,462 shares; 2025Q1: 105,725 shares; 2025Q2: 134,037 shares; 2025Q3: 141,259 shares; 2025Q4: 146,677 shares; 2026Q1: 147,013 shares; 2026Q2: 150,565 shares 150,565$16M0.16%+3,552Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,155 shares; 2025Q1: 47,978 shares; 2025Q2: 35,974 shares; 2025Q3: 100,289 shares; 2025Q4: 106,044 shares; 2026Q1: 115,609 shares; 2026Q2: 92,894 shares 92,894$15.8M0.15%-22,715Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,681 shares; 2025Q1: 109,037 shares; 2025Q2: 101,784 shares; 2025Q3: 113,103 shares; 2025Q4: 117,871 shares; 2026Q1: 140,405 shares; 2026Q2: 152,308 shares 152,308$15.3M0.15%+11,903Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,203 shares; 2024Q4: 156,209 shares; 2025Q1: 222,654 shares; 2025Q2: 166,753 shares; 2025Q3: 158,323 shares; 2025Q4: 162,592 shares; 2026Q1: 164,770 shares; 2026Q2: 103,578 shares 103,578$15.2M0.15%-61,192Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,404 shares; 2024Q4: 98,765 shares; 2025Q1: 133,578 shares; 2025Q2: 115,795 shares; 2025Q3: 116,628 shares; 2025Q4: 109,275 shares; 2026Q1: 130,840 shares; 2026Q2: 136,456 shares 136,456$15.1M0.15%+5,616Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,718 shares; 2024Q4: 38,445 shares; 2025Q1: 49,329 shares; 2025Q2: 46,930 shares; 2025Q3: 46,868 shares; 2025Q4: 48,212 shares; 2026Q1: 51,130 shares; 2026Q2: 51,573 shares 51,573$15M0.15%+443Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,649 shares; 2024Q4: 4,399 shares; 2025Q1: 6,449 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285,841 shares; 2026Q2: 289,295 shares 289,295$14.8M0.14%+3,454Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,858 shares; 2024Q4: 107,379 shares; 2025Q1: 160,628 shares; 2025Q2: 114,106 shares; 2025Q3: 116,385 shares; 2025Q4: 116,897 shares; 2026Q1: 122,151 shares; 2026Q2: 125,749 shares 125,749$14.7M0.14%+3,598Timeline
SMIGETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,850 shares; 2024Q4: 40,409 shares; 2025Q1: 65,901 shares; 2025Q2: 295,975 shares; 2025Q3: 316,849 shares; 2025Q4: 319,621 shares; 2026Q1: 336,636 shares; 2026Q2: 446,824 shares 446,824$14.7M0.14%+110,188Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,371 shares; 2025Q1: 22,782 shares; 2025Q2: 15,569 shares; 2025Q3: 18,488 shares; 2025Q4: 24,553 shares; 2026Q1: 63,949 shares; 2026Q2: 75,474 shares 75,474$14.5M0.14%+11,525Timeline
IQDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,245 shares; 2024Q4: 185,555 shares; 2025Q1: 195,320 shares; 2025Q2: 219,574 shares; 2025Q3: 223,215 shares; 2025Q4: 224,503 shares; 2026Q1: 224,821 shares; 2026Q2: 324,190 shares 324,190$14M0.14%+99,369Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,555 shares; 2024Q4: 39,756 shares; 2025Q1: 70,449 shares; 2025Q2: 37,976 shares; 2025Q3: 38,763 shares; 2025Q4: 35,068 shares; 2026Q1: 97,275 shares; 2026Q2: 99,864 shares 99,864$13.9M0.14%+2,589Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,178 shares; 2024Q4: 305,222 shares; 2025Q1: 411,143 shares; 2025Q2: 409,743 shares; 2025Q3: 426,229 shares; 2025Q4: 436,804 shares; 2026Q1: 449,402 shares; 2026Q2: 437,018 shares 437,018$13.5M0.13%-12,384Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,078 shares; 2026Q2: 316,789 shares 316,789$12.7M0.12%+303,711Timeline
ACYNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; 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: 610,231 shares 610,231$12.7M0.12%newTimeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,070 shares; 2025Q1: 17,040 shares; 2025Q2: 564,607 shares; 2025Q3: 590,871 shares; 2025Q4: 612,237 shares; 2026Q1: 621,989 shares; 2026Q2: 423,807 shares 423,807$12.5M0.12%-198,182Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,906 shares; 2024Q4: 93,393 shares; 2025Q1: 155,507 shares; 2025Q2: 89,732 shares; 2025Q3: 97,078 shares; 2025Q4: 144,245 shares; 2026Q1: 158,945 shares; 2026Q2: 174,673 shares 174,673$12.4M0.12%+15,728Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,868 shares; 2024Q4: 73,814 shares; 2025Q1: 311,537 shares; 2025Q2: 443,464 shares; 2025Q3: 272,048 shares; 2025Q4: 195,185 shares; 2026Q1: 176,531 shares; 2026Q2: 130,776 shares 130,776$12.4M0.12%-45,755Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,396 shares; 2024Q4: 108,866 shares; 2025Q1: 107,905 shares; 2025Q2: 93,704 shares; 2025Q3: 87,243 shares; 2025Q4: 89,658 shares; 2026Q1: 183,538 shares; 2026Q2: 88,428 shares 88,428$12.2M0.12%-95,110Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,861 shares; 2024Q4: 192,772 shares; 2025Q1: 220,680 shares; 2025Q2: 199,831 shares; 2025Q3: 201,952 shares; 2025Q4: 221,769 shares; 2026Q1: 206,814 shares; 2026Q2: 211,693 shares 211,693$12.1M0.12%+4,879Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,534 shares; 2024Q4: 48,369 shares; 2025Q1: 50,162 shares; 2025Q2: 48,305 shares; 2025Q3: 48,478 shares; 2025Q4: 46,988 shares; 2026Q1: 48,992 shares; 2026Q2: 47,802 shares 47,802$12.1M0.12%-1,190Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,455 shares; 2024Q4: 7,891 shares; 2025Q1: 32,604 shares; 2025Q2: 25,676 shares; 2025Q3: 33,657 shares; 2025Q4: 33,974 shares; 2026Q1: 32,995 shares; 2026Q2: 23,814 shares 23,814$11.9M0.12%-9,181Timeline
ACIOETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,567 shares; 2025Q3: 111,485 shares; 2025Q4: 168,645 shares; 2026Q1: 205,054 shares; 2026Q2: 250,056 shares 250,056$11.5M0.11%+45,002Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,013 shares; 2024Q4: 421,532 shares; 2025Q1: 425,329 shares; 2025Q2: 413,848 shares; 2025Q3: 412,663 shares; 2025Q4: 406,173 shares; 2026Q1: 394,390 shares; 2026Q2: 392,740 shares 392,740$11.4M0.11%-1,650Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,365 shares; 2024Q4: 5,324 shares; 2025Q1: 5,932 shares; 2025Q2: 7,896 shares; 2025Q3: 7,777 shares; 2025Q4: 6,635 shares; 2026Q1: 5,490 shares; 2026Q2: 5,615 shares 5,615$11.2M0.11%+125Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,784 shares; 2024Q4: 86,014 shares; 2025Q1: 128,749 shares; 2025Q2: 84,006 shares; 2025Q3: 70,690 shares; 2025Q4: 17,388 shares; 2026Q1: 15,535 shares; 2026Q2: 15,402 shares 15,402$11.1M0.11%-133Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,549 shares; 2024Q4: 132,989 shares; 2025Q1: 162,588 shares; 2025Q2: 152,916 shares; 2025Q3: 146,564 shares; 2025Q4: 146,130 shares; 2026Q1: 139,481 shares; 2026Q2: 136,861 shares 136,861$11.1M0.11%-2,620Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,980 shares; 2024Q4: 14,015 shares; 2025Q1: 14,874 shares; 2025Q2: 13,329 shares; 2025Q3: 13,119 shares; 2025Q4: 12,759 shares; 2026Q1: 11,262 shares; 2026Q2: 10,972 shares 10,972$11.1M0.11%-290Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,149 shares; 2024Q4: 371,889 shares; 2025Q1: 471,521 shares; 2025Q2: 228,688 shares; 2025Q3: 224,480 shares; 2025Q4: 223,647 shares; 2026Q1: 220,740 shares; 2026Q2: 212,150 shares 212,150$11M0.11%-8,590Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,711 shares; 2025Q2: 22,325 shares; 2025Q3: 25,485 shares; 2025Q4: 29,379 shares; 2026Q1: 195,748 shares; 2026Q2: 209,865 shares 209,865$10.9M0.11%+14,117Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,891 shares; 2024Q4: 214,699 shares; 2025Q1: 313,846 shares; 2025Q2: 241,612 shares; 2025Q3: 225,821 shares; 2025Q4: 246,557 shares; 2026Q1: 210,354 shares; 2026Q2: 214,270 shares 214,270$10.8M0.11%+3,916Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,502 shares; 2024Q4: 18,112 shares; 2025Q1: 64,832 shares; 2025Q2: 42,375 shares; 2025Q3: 61,997 shares; 2025Q4: 82,458 shares; 2026Q1: 103,314 shares; 2026Q2: 121,857 shares 121,857$10.7M0.1%+18,543Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,180 shares; 2024Q4: 371,422 shares; 2025Q1: 682,274 shares; 2025Q2: 348,518 shares; 2025Q3: 342,913 shares; 2025Q4: 324,351 shares; 2026Q1: 300,063 shares; 2026Q2: 295,212 shares 295,212$10.7M0.1%-4,851Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,437 shares; 2024Q4: 26,039 shares; 2025Q1: 28,703 shares; 2025Q2: 20,505 shares; 2025Q3: 21,223 shares; 2025Q4: 22,070 shares; 2026Q1: 21,430 shares; 2026Q2: 43,889 shares 43,889$10.6M0.1%+22,459Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,094 shares; 2024Q4: 42,209 shares; 2025Q1: 47,426 shares; 2025Q2: 39,090 shares; 2025Q3: 41,654 shares; 2025Q4: 42,884 shares; 2026Q1: 41,876 shares; 2026Q2: 39,139 shares 39,139$10.6M0.1%-2,737Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,167 shares; 2024Q4: 7,684 shares; 2025Q1: 9,276 shares; 2025Q2: 107,892 shares; 2025Q3: 107,952 shares; 2025Q4: 122,883 shares; 2026Q1: 123,358 shares; 2026Q2: 113,948 shares 113,948$10.5M0.1%-9,410Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 499 shares; 2025Q1: 1,095 shares; 2025Q2: 639 shares; 2025Q3: 12,474 shares; 2025Q4: 12,783 shares; 2026Q1: 13,916 shares; 2026Q2: 16,572 shares 16,572$10.3M0.1%+2,656Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,052 shares; 2024Q4: 35,277 shares; 2025Q1: 49,207 shares; 2025Q2: 37,578 shares; 2025Q3: 38,178 shares; 2025Q4: 39,725 shares; 2026Q1: 39,843 shares; 2026Q2: 36,563 shares 36,563$10.3M0.1%-3,280Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,322 shares; 2024Q4: 165,295 shares; 2025Q1: 370,093 shares; 2025Q2: 290,266 shares; 2025Q3: 257,150 shares; 2025Q4: 253,518 shares; 2026Q1: 244,800 shares; 2026Q2: 140,723 shares 140,723$10.2M0.1%-104,077Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,439 shares; 2024Q4: 14,243 shares; 2025Q1: 16,105 shares; 2025Q2: 14,915 shares; 2025Q3: 13,502 shares; 2025Q4: 13,192 shares; 2026Q1: 13,304 shares; 2026Q2: 13,300 shares 13,300$10.1M0.1%-4Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,936 shares; 2024Q4: 114,229 shares; 2025Q1: 124,345 shares; 2025Q2: 94,233 shares; 2025Q3: 85,522 shares; 2025Q4: 72,854 shares; 2026Q1: 74,234 shares; 2026Q2: 74,756 shares 74,756$10.1M0.1%+522Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,067 shares; 2024Q4: 66,429 shares; 2025Q1: 95,143 shares; 2025Q2: 67,137 shares; 2025Q3: 27,028 shares; 2025Q4: 28,610 shares; 2026Q1: 26,682 shares; 2026Q2: 23,773 shares 23,773$9.88M0.1%-2,909Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,119 shares; 2024Q4: 25,044 shares; 2025Q1: 25,113 shares; 2025Q2: 20,264 shares; 2025Q3: 19,682 shares; 2025Q4: 19,490 shares; 2026Q1: 19,918 shares; 2026Q2: 19,934 shares 19,934$9.87M0.1%+16Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,656 shares; 2024Q4: 3,864 shares; 2025Q1: 19,017 shares; 2025Q2: 6,643 shares; 2025Q3: 7,843 shares; 2025Q4: 12,257 shares; 2026Q1: 14,692 shares; 2026Q2: 32,570 shares 32,570$9.87M0.1%+17,878Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; 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: 138,562 shares; 2026Q2: 192,766 shares 192,766$9.71M0.09%+54,204Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830,335 shares; 2024Q4: 628,710 shares; 2025Q1: 471,948 shares; 2025Q2: 360,693 shares; 2025Q3: 352,476 shares; 2025Q4: 327,606 shares; 2026Q1: 311,823 shares; 2026Q2: 205,135 shares 205,135$9.63M0.09%-106,688Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; 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: 56,107 shares 56,107$9.59M0.09%newTimeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,792 shares; 2024Q4: 305,102 shares; 2025Q1: 351,476 shares; 2025Q2: 253,667 shares; 2025Q3: 250,449 shares; 2025Q4: 222,619 shares; 2026Q1: 208,447 shares; 2026Q2: 198,099 shares 198,099$9.5M0.09%-10,348Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,266 shares; 2024Q4: 42,303 shares; 2025Q1: 64,096 shares; 2025Q2: 86,255 shares; 2025Q3: 143,646 shares; 2025Q4: 157,021 shares; 2026Q1: 183,897 shares; 2026Q2: 190,608 shares 190,608$9.39M0.09%+6,711Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,327 shares; 2024Q4: 37,794 shares; 2025Q1: 59,834 shares; 2025Q2: 46,114 shares; 2025Q3: 44,759 shares; 2025Q4: 87,016 shares; 2026Q1: 90,537 shares; 2026Q2: 175,246 shares 175,246$9.31M0.09%+84,709Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,254 shares; 2026Q1: 141,268 shares; 2026Q2: 136,422 shares 136,422$9.28M0.09%-4,846Timeline
DRSKETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,958 shares; 2025Q3: 187,865 shares; 2025Q4: 220,211 shares; 2026Q1: 256,154 shares; 2026Q2: 320,306 shares 320,306$9.21M0.09%+64,152Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,408 shares; 2024Q4: 62,337 shares; 2025Q1: 68,677 shares; 2025Q2: 67,682 shares; 2025Q3: 68,377 shares; 2025Q4: 70,648 shares; 2026Q1: 73,596 shares; 2026Q2: 71,980 shares 71,980$9.2M0.09%-1,616Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly shares; oldest to newest; 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: 431,852 shares 431,852$9.09M0.09%newTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,953 shares; 2024Q4: 3,594 shares; 2025Q1: 169,753 shares; 2025Q2: 96,741 shares; 2025Q3: 27,632 shares; 2025Q4: 21,950 shares; 2026Q1: 94,040 shares; 2026Q2: 79,440 shares 79,440$8.77M0.09%-14,600Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,626 shares; 2024Q4: 33,800 shares; 2025Q1: 15,147 shares; 2025Q2: 13,373 shares; 2025Q3: 13,075 shares; 2025Q4: 13,764 shares; 2026Q1: 13,517 shares; 2026Q2: 13,754 shares 13,754$8.72M0.08%+237Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,551 shares; 2024Q4: 52,870 shares; 2025Q1: 73,119 shares; 2025Q2: 57,772 shares; 2025Q3: 58,447 shares; 2025Q4: 61,057 shares; 2026Q1: 56,462 shares; 2026Q2: 56,950 shares 56,950$8.63M0.08%+488Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,740 shares; 2024Q4: 31,581 shares; 2025Q1: 38,810 shares; 2025Q2: 24,620 shares; 2025Q3: 26,489 shares; 2025Q4: 27,967 shares; 2026Q1: 27,783 shares; 2026Q2: 28,711 shares 28,711$8.63M0.08%+928Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,163 shares; 2024Q4: 28,896 shares; 2025Q1: 27,184 shares; 2025Q2: 24,082 shares; 2025Q3: 25,292 shares; 2025Q4: 34,779 shares; 2026Q1: 71,001 shares; 2026Q2: 67,096 shares 67,096$8.49M0.08%-3,905Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,999 shares; 2026Q2: 3,698 shares 3,698$8.41M0.08%+1,699Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,579 shares; 2024Q4: 69,124 shares; 2025Q1: 91,405 shares; 2025Q2: 70,360 shares; 2025Q3: 71,415 shares; 2025Q4: 72,795 shares; 2026Q1: 71,787 shares; 2026Q2: 71,271 shares 71,271$8.37M0.08%-516Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; 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: 163,332 shares; 2026Q2: 167,169 shares 167,169$8.33M0.08%+3,837Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,809 shares; 2024Q4: 34,184 shares; 2025Q1: 39,413 shares; 2025Q2: 33,818 shares; 2025Q3: 32,660 shares; 2025Q4: 32,328 shares; 2026Q1: 32,908 shares; 2026Q2: 33,722 shares 33,722$8.3M0.08%+814Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,332 shares; 2024Q4: 32,316 shares; 2025Q1: 33,053 shares; 2025Q2: 26,847 shares; 2025Q3: 26,294 shares; 2025Q4: 25,782 shares; 2026Q1: 25,469 shares; 2026Q2: 100,607 shares 100,607$8.11M0.08%+75,138Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,075 shares; 2024Q4: 11,666 shares; 2025Q1: 12,451 shares; 2025Q2: 22,701 shares; 2025Q3: 23,094 shares; 2025Q4: 23,253 shares; 2026Q1: 21,821 shares; 2026Q2: 18,650 shares 18,650$8.05M0.08%-3,171Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,925 shares; 2024Q4: 13,576 shares; 2025Q1: 14,485 shares; 2025Q2: 13,244 shares; 2025Q3: 19,297 shares; 2025Q4: 81,880 shares; 2026Q1: 102,282 shares; 2026Q2: 80,780 shares 80,780$8.02M0.08%-21,502Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,020 shares; 2024Q4: 50,510 shares; 2025Q1: 57,738 shares; 2025Q2: 54,658 shares; 2025Q3: 52,193 shares; 2025Q4: 56,185 shares; 2026Q1: 56,439 shares; 2026Q2: 54,187 shares 54,187$7.94M0.08%-2,252Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,086 shares; 2024Q4: 10,218 shares; 2025Q1: 12,942 shares; 2025Q2: 8,920 shares; 2025Q3: 8,893 shares; 2025Q4: 9,190 shares; 2026Q1: 8,689 shares; 2026Q2: 65,470 shares 65,470$7.82M0.08%+56,781Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,569 shares; 2025Q1: 4,493 shares; 2025Q2: 3,761 shares; 2025Q3: 3,812 shares; 2025Q4: 3,519 shares; 2026Q1: 3,639 shares; 2026Q2: 14,839 shares 14,839$7.7M0.07%+11,200Timeline
NUKZEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; 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: 102,995 shares; 2026Q2: 111,897 shares 111,897$7.63M0.07%+8,902Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,152 shares; 2024Q4: 31,578 shares; 2025Q1: 47,527 shares; 2025Q2: 30,138 shares; 2025Q3: 30,921 shares; 2025Q4: 30,891 shares; 2026Q1: 32,108 shares; 2026Q2: 30,576 shares 30,576$7.53M0.07%-1,532Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,147 shares; 2024Q4: 25,692 shares; 2025Q1: 54,402 shares; 2025Q2: 24,723 shares; 2025Q3: 24,985 shares; 2025Q4: 27,148 shares; 2026Q1: 25,917 shares; 2026Q2: 20,370 shares 20,370$7.5M0.07%-5,547Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,286 shares; 2024Q4: 112,286 shares; 2025Q1: 112,292 shares; 2025Q2: 112,291 shares; 2025Q3: 112,309 shares; 2025Q4: 112,278 shares; 2026Q1: 112,287 shares; 2026Q2: 112,696 shares 112,696$7.5M0.07%+409Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,121 shares; 2024Q4: 50,880 shares; 2025Q1: 56,392 shares; 2025Q2: 48,489 shares; 2025Q3: 48,646 shares; 2025Q4: 49,005 shares; 2026Q1: 47,794 shares; 2026Q2: 47,433 shares 47,433$7.5M0.07%-361Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,117 shares; 2024Q4: 6,814 shares; 2025Q1: 9,433 shares; 2025Q2: 6,613 shares; 2025Q3: 28,094 shares; 2025Q4: 29,348 shares; 2026Q1: 26,193 shares; 2026Q2: 18,254 shares 18,254$7.43M0.07%-7,939Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,315 shares; 2024Q4: 212,660 shares; 2025Q1: 280,940 shares; 2025Q2: 187,874 shares; 2025Q3: 182,520 shares; 2025Q4: 182,812 shares; 2026Q1: 176,574 shares; 2026Q2: 133,921 shares 133,921$7.32M0.07%-42,653Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,888 shares; 2024Q4: 55,081 shares; 2025Q1: 72,079 shares; 2025Q2: 47,872 shares; 2025Q3: 45,630 shares; 2025Q4: 45,090 shares; 2026Q1: 46,312 shares; 2026Q2: 46,459 shares 46,459$7.26M0.07%+147Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,749 shares; 2024Q4: 3,518 shares; 2025Q1: 11,160 shares; 2025Q2: 8,493 shares; 2025Q3: 10,083 shares; 2025Q4: 11,765 shares; 2026Q1: 12,025 shares; 2026Q2: 29,223 shares 29,223$7.26M0.07%+17,198Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,377 shares; 2024Q4: 200,329 shares; 2025Q1: 651,257 shares; 2025Q2: 213,669 shares; 2025Q3: 204,409 shares; 2025Q4: 209,508 shares; 2026Q1: 196,760 shares; 2026Q2: 135,227 shares 135,227$7.19M0.07%-61,533Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,158 shares; 2024Q4: 5,964 shares; 2025Q1: 7,026 shares; 2025Q2: 7,299 shares; 2025Q3: 8,549 shares; 2025Q4: 9,333 shares; 2026Q1: 9,471 shares; 2026Q2: 10,079 shares 10,079$7.19M0.07%+608Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,072 shares; 2025Q1: 1,178 shares; 2025Q2: 1,058 shares; 2025Q3: 27,993 shares; 2025Q4: 27,436 shares; 2026Q1: 18,283 shares; 2026Q2: 15,716 shares 15,716$7.01M0.07%-2,567Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,489 shares; 2024Q4: 35,271 shares; 2025Q1: 41,491 shares; 2025Q2: 33,776 shares; 2025Q3: 34,508 shares; 2025Q4: 33,869 shares; 2026Q1: 32,036 shares; 2026Q2: 33,444 shares 33,444$6.99M0.07%+1,408Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,740 shares; 2024Q4: 5,409 shares; 2025Q1: 7,002 shares; 2025Q2: 5,630 shares; 2025Q3: 5,822 shares; 2025Q4: 11,238 shares; 2026Q1: 7,314 shares; 2026Q2: 17,552 shares 17,552$6.98M0.07%+10,238Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,475 shares; 2024Q4: 70,752 shares; 2025Q1: 92,695 shares; 2025Q2: 68,835 shares; 2025Q3: 69,295 shares; 2025Q4: 63,771 shares; 2026Q1: 63,705 shares; 2026Q2: 73,225 shares 73,225$6.92M0.07%+9,520Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,380 shares; 2024Q4: 16,190 shares; 2025Q1: 29,948 shares; 2025Q2: 31,766 shares; 2025Q3: 33,431 shares; 2025Q4: 31,430 shares; 2026Q1: 35,065 shares; 2026Q2: 31,889 shares 31,889$6.9M0.07%-3,176Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,364 shares; 2024Q4: 23,480 shares; 2025Q1: 77,253 shares; 2025Q2: 26,491 shares; 2025Q3: 26,433 shares; 2025Q4: 26,694 shares; 2026Q1: 28,126 shares; 2026Q2: 28,206 shares 28,206$6.84M0.07%+80Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,736 shares; 2024Q4: 144,383 shares; 2025Q1: 143,373 shares; 2025Q2: 144,189 shares; 2025Q3: 143,506 shares; 2025Q4: 142,366 shares; 2026Q1: 141,991 shares; 2026Q2: 141,932 shares 141,932$6.83M0.07%-59Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,160 shares; 2024Q4: 39,219 shares; 2025Q1: 45,318 shares; 2025Q2: 45,686 shares; 2025Q3: 45,065 shares; 2025Q4: 46,947 shares; 2026Q1: 48,380 shares; 2026Q2: 47,688 shares 47,688$6.76M0.07%-692Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,537 shares; 2024Q4: 35,871 shares; 2025Q1: 38,000 shares; 2025Q2: 39,809 shares; 2025Q3: 39,030 shares; 2025Q4: 39,298 shares; 2026Q1: 40,280 shares; 2026Q2: 38,515 shares 38,515$6.55M0.06%-1,765Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,453 shares; 2024Q4: 26,332 shares; 2025Q1: 31,338 shares; 2025Q2: 25,254 shares; 2025Q3: 25,398 shares; 2025Q4: 25,834 shares; 2026Q1: 25,646 shares; 2026Q2: 25,559 shares 25,559$6.53M0.06%-87Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,048 shares; 2024Q4: 17,819 shares; 2025Q1: 21,935 shares; 2025Q2: 17,791 shares; 2025Q3: 24,006 shares; 2025Q4: 24,343 shares; 2026Q1: 22,406 shares; 2026Q2: 21,721 shares 21,721$6.47M0.06%-685Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,516 shares; 2024Q4: 3,579 shares; 2025Q1: 4,436 shares; 2025Q2: 4,550 shares; 2025Q3: 4,316 shares; 2025Q4: 7,006 shares; 2026Q1: 12,352 shares; 2026Q2: 12,237 shares 12,237$6.39M0.06%-115Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,830 shares; 2024Q4: 73,068 shares; 2025Q1: 86,488 shares; 2025Q2: 60,030 shares; 2025Q3: 74,712 shares; 2025Q4: 82,730 shares; 2026Q1: 84,593 shares; 2026Q2: 69,679 shares 69,679$6.12M0.06%-14,914Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,210 shares; 2024Q4: 127,598 shares; 2025Q1: 158,030 shares; 2025Q2: 121,322 shares; 2025Q3: 123,567 shares; 2025Q4: 113,651 shares; 2026Q1: 112,525 shares; 2026Q2: 62,534 shares 62,534$6.03M0.06%-49,991Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,391 shares; 2024Q4: 13,032 shares; 2025Q1: 19,592 shares; 2025Q2: 16,842 shares; 2025Q3: 16,521 shares; 2025Q4: 14,076 shares; 2026Q1: 12,415 shares; 2026Q2: 19,934 shares 19,934$5.94M0.06%+7,519Timeline
IPACISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,065 shares; 2024Q4: 77,108 shares; 2025Q1: 72,735 shares; 2025Q2: 71,965 shares; 2025Q3: 71,918 shares; 2025Q4: 71,997 shares; 2026Q1: 71,997 shares; 2026Q2: 71,814 shares 71,814$5.88M0.06%-183Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,821 shares; 2024Q4: 7,905 shares; 2025Q1: 11,919 shares; 2025Q2: 7,680 shares; 2025Q3: 15,714 shares; 2025Q4: 17,248 shares; 2026Q1: 18,036 shares; 2026Q2: 17,508 shares 17,508$5.86M0.06%-528Timeline
IDUBETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,773 shares; 2025Q3: 84,450 shares; 2025Q4: 141,102 shares; 2026Q1: 184,920 shares; 2026Q2: 213,240 shares 213,240$5.86M0.06%+28,320Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,454 shares; 2024Q4: 16,477 shares; 2025Q1: 25,789 shares; 2025Q2: 18,213 shares; 2025Q3: 26,484 shares; 2025Q4: 24,873 shares; 2026Q1: 33,959 shares; 2026Q2: 32,240 shares 32,240$5.83M0.06%-1,719Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,894 shares; 2024Q4: 16,812 shares; 2025Q1: 20,623 shares; 2025Q2: 17,133 shares; 2025Q3: 17,380 shares; 2025Q4: 17,309 shares; 2026Q1: 26,297 shares; 2026Q2: 26,127 shares 26,127$5.76M0.06%-170Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,179 shares; 2024Q4: 48,704 shares; 2025Q1: 93,131 shares; 2025Q2: 66,196 shares; 2025Q3: 71,264 shares; 2025Q4: 67,764 shares; 2026Q1: 103,166 shares; 2026Q2: 113,404 shares 113,404$5.74M0.06%+10,238Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,421 shares; 2024Q4: 45,028 shares; 2025Q1: 26,508 shares; 2025Q2: 17,941 shares; 2025Q3: 15,607 shares; 2025Q4: 19,318 shares; 2026Q1: 17,523 shares; 2026Q2: 15,849 shares 15,849$5.74M0.06%-1,674Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,450 shares; 2024Q4: 25,129 shares; 2025Q1: 34,479 shares; 2025Q2: 29,463 shares; 2025Q3: 29,400 shares; 2025Q4: 23,629 shares; 2026Q1: 25,258 shares; 2026Q2: 23,588 shares 23,588$5.64M0.05%-1,670Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,968 shares; 2024Q4: 30,402 shares; 2025Q1: 35,987 shares; 2025Q2: 27,226 shares; 2025Q3: 26,547 shares; 2025Q4: 26,078 shares; 2026Q1: 25,044 shares; 2026Q2: 23,151 shares 23,151$5.63M0.05%-1,893Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,589 shares; 2024Q4: 61,190 shares; 2025Q1: 109,141 shares; 2025Q2: 65,984 shares; 2025Q3: 64,037 shares; 2025Q4: 53,394 shares; 2026Q1: 55,988 shares; 2026Q2: 54,453 shares 54,453$5.62M0.05%-1,535Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,845 shares; 2024Q4: 6,418 shares; 2025Q1: 7,069 shares; 2025Q2: 7,069 shares; 2025Q3: 7,069 shares; 2025Q4: 7,069 shares; 2026Q1: 129,381 shares; 2026Q2: 110,257 shares 110,257$5.6M0.05%-19,124Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,897 shares; 2024Q4: 181,038 shares; 2025Q1: 226,809 shares; 2025Q2: 75,233 shares; 2025Q3: 54,097 shares; 2025Q4: 34,025 shares; 2026Q1: 46,549 shares; 2026Q2: 43,565 shares 43,565$5.6M0.05%-2,984Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,159 shares; 2024Q4: 18,054 shares; 2025Q1: 20,229 shares; 2025Q2: 16,308 shares; 2025Q3: 16,511 shares; 2025Q4: 16,821 shares; 2026Q1: 16,764 shares; 2026Q2: 17,984 shares 17,984$5.45M0.05%+1,220Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,749 shares; 2024Q4: 48,851 shares; 2025Q1: 60,285 shares; 2025Q2: 43,585 shares; 2025Q3: 43,207 shares; 2025Q4: 40,025 shares; 2026Q1: 37,106 shares; 2026Q2: 34,223 shares 34,223$5.43M0.05%-2,883Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,504 shares; 2024Q4: 33,300 shares; 2025Q1: 42,453 shares; 2025Q2: 34,908 shares; 2025Q3: 35,181 shares; 2025Q4: 38,535 shares; 2026Q1: 41,766 shares; 2026Q2: 37,830 shares 37,830$5.42M0.05%-3,936Timeline
PTRBPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,124 shares; 2024Q4: 76,800 shares; 2025Q1: 124,250 shares; 2025Q2: 87,400 shares; 2025Q3: 101,600 shares; 2025Q4: 123,204 shares; 2026Q1: 128,004 shares; 2026Q2: 130,004 shares 130,004$5.39M0.05%+2,000Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,149 shares; 2024Q4: 31,259 shares; 2025Q1: 46,664 shares; 2025Q2: 14,556 shares; 2025Q3: 12,895 shares; 2025Q4: 11,807 shares; 2026Q1: 11,412 shares; 2026Q2: 10,437 shares 10,437$5.32M0.05%-975Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,674 shares; 2024Q4: 11,577 shares; 2025Q1: 11,553 shares; 2025Q2: 12,401 shares; 2025Q3: 12,217 shares; 2025Q4: 12,299 shares; 2026Q1: 12,337 shares; 2026Q2: 12,344 shares 12,344$5.26M0.05%+7Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,172 shares; 2026Q1: 121,591 shares; 2026Q2: 98,811 shares 98,811$5.26M0.05%-22,780Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,314 shares; 2025Q3: 115,567 shares; 2025Q4: 122,070 shares; 2026Q1: 125,231 shares; 2026Q2: 120,778 shares 120,778$5.25M0.05%-4,453Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,313 shares; 2024Q4: 60,256 shares; 2025Q1: 66,773 shares; 2025Q2: 120,158 shares; 2025Q3: 120,493 shares; 2025Q4: 119,531 shares; 2026Q1: 116,099 shares; 2026Q2: 109,328 shares 109,328$5.25M0.05%-6,771Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,168 shares; 2024Q4: 2,579 shares; 2025Q1: 5,145 shares; 2025Q2: 125,143 shares; 2025Q3: 78,840 shares; 2025Q4: 38,740 shares; 2026Q1: 31,032 shares; 2026Q2: 51,837 shares 51,837$5.22M0.05%+20,805Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,011 shares; 2024Q4: 159,585 shares; 2025Q1: 168,999 shares; 2025Q2: 118,700 shares; 2025Q3: 118,271 shares; 2025Q4: 116,573 shares; 2026Q1: 115,534 shares; 2026Q2: 61,867 shares 61,867$5.14M0.05%-53,667Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,009 shares; 2024Q4: 29,019 shares; 2025Q1: 31,409 shares; 2025Q2: 28,542 shares; 2025Q3: 28,586 shares; 2025Q4: 28,843 shares; 2026Q1: 23,724 shares; 2026Q2: 22,779 shares 22,779$5.1M0.05%-945Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,746 shares; 2024Q4: 6,416 shares; 2025Q1: 9,670 shares; 2025Q2: 43,178 shares; 2025Q3: 58,956 shares; 2025Q4: 58,062 shares; 2026Q1: 57,680 shares; 2026Q2: 57,585 shares 57,585$5.01M0.05%-95Timeline
FHEQFIDELITY GREENWOOD STREET TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,762 shares; 2026Q1: 121,483 shares; 2026Q2: 150,778 shares 150,778$4.97M0.05%+29,295Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,783 shares; 2024Q4: 36,371 shares; 2025Q1: 40,399 shares; 2025Q2: 36,590 shares; 2025Q3: 33,685 shares; 2025Q4: 32,419 shares; 2026Q1: 27,801 shares; 2026Q2: 26,855 shares 26,855$4.96M0.05%-946Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,734 shares; 2024Q4: 20,711 shares; 2025Q1: 25,181 shares; 2025Q2: 22,872 shares; 2025Q3: 23,707 shares; 2025Q4: 22,595 shares; 2026Q1: 22,320 shares; 2026Q2: 22,230 shares 22,230$4.95M0.05%-90Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,999 shares; 2024Q4: 17,469 shares; 2025Q1: 89,270 shares; 2025Q2: 53,052 shares; 2025Q3: 63,349 shares; 2025Q4: 67,690 shares; 2026Q1: 60,601 shares; 2026Q2: 18,138 shares 18,138$4.93M0.05%-42,463Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,144 shares; 2024Q4: 20,144 shares; 2025Q1: 18,780 shares; 2025Q2: 18,560 shares; 2025Q3: 18,266 shares; 2025Q4: 18,106 shares; 2026Q1: 17,927 shares; 2026Q2: 17,927 shares 17,927$4.91M0.05%0Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 1,095 shares; 2025Q1: 1,280 shares; 2025Q2: 1,131 shares; 2025Q3: 1,153 shares; 2025Q4: 1,206 shares; 2026Q1: 1,236 shares; 2026Q2: 16,015 shares 16,015$4.83M0.05%+14,779Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,889 shares; 2024Q4: 11,197 shares; 2025Q1: 14,206 shares; 2025Q2: 12,334 shares; 2025Q3: 11,210 shares; 2025Q4: 17,773 shares; 2026Q1: 26,204 shares; 2026Q2: 26,075 shares 26,075$4.83M0.05%-129Timeline
FLDRFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,050 shares; 2024Q4: 126,487 shares; 2025Q1: 159,095 shares; 2025Q2: 129,512 shares; 2025Q3: 139,873 shares; 2025Q4: 164,055 shares; 2026Q1: 92,599 shares; 2026Q2: 95,270 shares 95,270$4.77M0.05%+2,671Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,993 shares; 2024Q4: 163,903 shares; 2025Q1: 171,419 shares; 2025Q2: 55,403 shares; 2025Q3: 52,855 shares; 2025Q4: 50,185 shares; 2026Q1: 47,424 shares; 2026Q2: 84,610 shares 84,610$4.75M0.05%+37,186Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,335 shares; 2024Q4: 11,192 shares; 2025Q1: 13,266 shares; 2025Q2: 9,996 shares; 2025Q3: 8,287 shares; 2025Q4: 6,662 shares; 2026Q1: 6,791 shares; 2026Q2: 7,298 shares 7,298$4.68M0.05%+507Timeline
PPHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,444 shares; 2024Q4: 126,798 shares; 2025Q1: 131,675 shares; 2025Q2: 96,870 shares; 2025Q3: 96,865 shares; 2025Q4: 94,123 shares; 2026Q1: 92,917 shares; 2026Q2: 42,490 shares 42,490$4.65M0.05%-50,427Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,715 shares; 2024Q4: 2,714 shares; 2025Q1: 2,840 shares; 2025Q2: 2,306 shares; 2025Q3: 2,252 shares; 2025Q4: 2,087 shares; 2026Q1: 57,117 shares; 2026Q2: 47,954 shares 47,954$4.58M0.04%-9,163Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,839 shares; 2024Q4: 40,484 shares; 2025Q1: 45,059 shares; 2025Q2: 47,079 shares; 2025Q3: 47,924 shares; 2025Q4: 48,318 shares; 2026Q1: 50,505 shares; 2026Q2: 48,500 shares 48,500$4.54M0.04%-2,005Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,533 shares; 2024Q4: 64,560 shares; 2025Q1: 65,601 shares; 2025Q2: 61,980 shares; 2025Q3: 60,406 shares; 2025Q4: 56,992 shares; 2026Q1: 53,129 shares; 2026Q2: 56,929 shares 56,929$4.52M0.04%+3,800Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,221 shares; 2024Q4: 57,684 shares; 2025Q1: 52,627 shares; 2025Q2: 52,614 shares; 2025Q3: 30,437 shares; 2025Q4: 30,206 shares; 2026Q1: 29,947 shares; 2026Q2: 29,824 shares 29,824$4.51M0.04%-123Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,897 shares; 2024Q4: 108,128 shares; 2025Q1: 109,564 shares; 2025Q2: 106,381 shares; 2025Q3: 109,060 shares; 2025Q4: 110,414 shares; 2026Q1: 109,333 shares; 2026Q2: 113,694 shares 113,694$4.49M0.04%+4,361Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,444 shares; 2024Q4: 33,081 shares; 2025Q1: 50,279 shares; 2025Q2: 33,704 shares; 2025Q3: 34,404 shares; 2025Q4: 33,779 shares; 2026Q1: 60,855 shares; 2026Q2: 61,838 shares 61,838$4.45M0.04%+983Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,049 shares; 2024Q4: 28,973 shares; 2025Q1: 32,046 shares; 2025Q2: 24,206 shares; 2025Q3: 19,492 shares; 2025Q4: 21,804 shares; 2026Q1: 20,883 shares; 2026Q2: 19,521 shares 19,521$4.43M0.04%-1,362Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,324 shares; 2024Q4: 34,250 shares; 2025Q1: 48,627 shares; 2025Q2: 34,349 shares; 2025Q3: 31,871 shares; 2025Q4: 118,698 shares; 2026Q1: 117,570 shares; 2026Q2: 48,314 shares 48,314$4.38M0.04%-69,256Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,784 shares; 2024Q4: 20,434 shares; 2025Q1: 27,454 shares; 2025Q2: 23,559 shares; 2025Q3: 24,384 shares; 2025Q4: 39,119 shares; 2026Q1: 36,277 shares; 2026Q2: 31,245 shares 31,245$4.37M0.04%-5,032Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,622 shares; 2024Q4: 80,222 shares; 2025Q1: 83,998 shares; 2025Q2: 73,417 shares; 2025Q3: 73,584 shares; 2025Q4: 73,898 shares; 2026Q1: 75,771 shares; 2026Q2: 75,841 shares 75,841$4.37M0.04%+70Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,672 shares; 2024Q4: 142,511 shares; 2025Q1: 154,633 shares; 2025Q2: 105,458 shares; 2025Q3: 104,413 shares; 2025Q4: 210,716 shares; 2026Q1: 208,262 shares; 2026Q2: 95,133 shares 95,133$4.31M0.04%-113,129Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,997 shares; 2024Q4: 48,947 shares; 2025Q1: 50,047 shares; 2025Q2: 39,335 shares; 2025Q3: 41,750 shares; 2025Q4: 40,755 shares; 2026Q1: 48,066 shares; 2026Q2: 44,967 shares 44,967$4.3M0.04%-3,099Timeline
OSCVETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,212 shares; 2025Q3: 69,084 shares; 2025Q4: 74,058 shares; 2026Q1: 87,817 shares; 2026Q2: 101,940 shares 101,940$4.3M0.04%+14,123Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,836 shares; 2024Q4: 5,837 shares; 2025Q1: 8,125 shares; 2025Q2: 6,640 shares; 2025Q3: 6,874 shares; 2025Q4: 73,793 shares; 2026Q1: 77,020 shares; 2026Q2: 76,112 shares 76,112$4.29M0.04%-908Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,711 shares; 2024Q4: 22,169 shares; 2025Q1: 23,494 shares; 2025Q2: 24,665 shares; 2025Q3: 29,100 shares; 2025Q4: 23,156 shares; 2026Q1: 20,756 shares; 2026Q2: 19,922 shares 19,922$4.24M0.04%-834Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,075 shares; 2024Q4: 72,248 shares; 2025Q1: 283,357 shares; 2025Q2: 67,119 shares; 2025Q3: 64,867 shares; 2025Q4: 63,986 shares; 2026Q1: 69,750 shares; 2026Q2: 68,916 shares 68,916$4.19M0.04%-834Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,669 shares; 2025Q3: 3,951 shares; 2025Q4: 4,243 shares; 2026Q1: 5,128 shares; 2026Q2: 6,463 shares 6,463$4.13M0.04%+1,335Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,734 shares; 2024Q4: 64,793 shares; 2025Q1: 60,768 shares; 2025Q2: 56,596 shares; 2025Q3: 68,848 shares; 2025Q4: 70,249 shares; 2026Q1: 72,347 shares; 2026Q2: 45,470 shares 45,470$4.09M0.04%-26,877Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,091 shares; 2024Q4: 52,590 shares; 2025Q1: 64,316 shares; 2025Q2: 55,433 shares; 2025Q3: 61,872 shares; 2025Q4: 52,570 shares; 2026Q1: 53,087 shares; 2026Q2: 46,215 shares 46,215$4.02M0.04%-6,872Timeline
SMASMARTSTOP SELF STORAG REIT IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,312 shares; 2026Q1: 146,063 shares; 2026Q2: 122,372 shares 122,372$3.98M0.04%-23,691Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,903 shares; 2024Q4: 26,640 shares; 2025Q1: 33,772 shares; 2025Q2: 40,405 shares; 2025Q3: 41,423 shares; 2025Q4: 44,287 shares; 2026Q1: 44,588 shares; 2026Q2: 44,963 shares 44,963$3.95M0.04%+375Timeline
EPSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,016 shares; 2024Q4: 62,180 shares; 2025Q1: 58,767 shares; 2025Q2: 56,000 shares; 2025Q3: 55,819 shares; 2025Q4: 52,877 shares; 2026Q1: 50,898 shares; 2026Q2: 50,479 shares 50,479$3.93M0.04%-419Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,952 shares; 2024Q4: 31,281 shares; 2025Q1: 34,217 shares; 2025Q2: 31,127 shares; 2025Q3: 32,877 shares; 2025Q4: 33,595 shares; 2026Q1: 33,981 shares; 2026Q2: 33,882 shares 33,882$3.89M0.04%-99Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,846 shares; 2025Q1: 5,101 shares; 2025Q2: 4,725 shares; 2025Q3: 4,105 shares; 2025Q4: 4,239 shares; 2026Q1: 4,149 shares; 2026Q2: 4,043 shares 4,043$3.89M0.04%-106Timeline
DEFRETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,897 shares; 2025Q4: 92,799 shares; 2026Q1: 116,336 shares; 2026Q2: 144,619 shares 144,619$3.87M0.04%+28,283Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,308 shares; 2024Q4: 30,794 shares; 2025Q1: 35,448 shares; 2025Q2: 27,317 shares; 2025Q3: 27,417 shares; 2025Q4: 24,195 shares; 2026Q1: 23,801 shares; 2026Q2: 23,716 shares 23,716$3.84M0.04%-85Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,310 shares; 2024Q4: 287,278 shares; 2025Q1: 257,045 shares; 2025Q2: 236,966 shares; 2025Q3: 226,713 shares; 2025Q4: 203,725 shares; 2026Q1: 192,105 shares; 2026Q2: 184,466 shares 184,466$3.81M0.04%-7,639Timeline
CBCCENTRAL BANCOMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,000 shares; 2026Q1: 124,310 shares; 2026Q2: 125,240 shares 125,240$3.8M0.04%+930Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,136 shares; 2024Q4: 29,188 shares; 2025Q1: 28,797 shares; 2025Q2: 25,220 shares; 2025Q3: 24,581 shares; 2025Q4: 24,761 shares; 2026Q1: 24,524 shares; 2026Q2: 24,734 shares 24,734$3.76M0.04%+210Timeline
CPSLCALAMOS ETF TRQuarterly shares; oldest to newest; 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: 117,199 shares; 2026Q2: 134,220 shares 134,220$3.75M0.04%+17,021Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,865 shares; 2024Q4: 147,591 shares; 2025Q1: 141,986 shares; 2025Q2: 121,229 shares; 2025Q3: 112,245 shares; 2025Q4: 102,233 shares; 2026Q1: 91,580 shares; 2026Q2: 89,536 shares 89,536$3.73M0.04%-2,044Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,712 shares; 2024Q4: 12,255 shares; 2025Q1: 14,041 shares; 2025Q2: 12,809 shares; 2025Q3: 11,991 shares; 2025Q4: 23,837 shares; 2026Q1: 26,106 shares; 2026Q2: 27,259 shares 27,259$3.69M0.04%+1,153Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,519 shares; 2024Q4: 38,583 shares; 2025Q1: 55,293 shares; 2025Q2: 38,696 shares; 2025Q3: 38,289 shares; 2025Q4: 38,091 shares; 2026Q1: 38,229 shares; 2026Q2: 38,256 shares 38,256$3.69M0.04%+27Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,990 shares; 2024Q4: 33,197 shares; 2025Q1: 43,036 shares; 2025Q2: 33,066 shares; 2025Q3: 32,049 shares; 2025Q4: 29,991 shares; 2026Q1: 29,567 shares; 2026Q2: 26,630 shares 26,630$3.64M0.04%-2,937Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,891 shares; 2024Q4: 80,349 shares; 2025Q1: 88,571 shares; 2025Q2: 77,403 shares; 2025Q3: 77,463 shares; 2025Q4: 77,562 shares; 2026Q1: 76,609 shares; 2026Q2: 76,574 shares 76,574$3.61M0.04%-35Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,732 shares; 2024Q4: not reported; 2025Q1: 101,088 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,763 shares 136,763$3.59M0.03%newTimeline
LQDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,242 shares; 2024Q4: 257,582 shares; 2025Q1: 567,301 shares; 2025Q2: 315,920 shares; 2025Q3: 335,819 shares; 2025Q4: 320,964 shares; 2026Q1: 143,131 shares; 2026Q2: 148,564 shares 148,564$3.57M0.03%+5,433Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,604 shares; 2025Q1: 24,508 shares; 2025Q2: 26,761 shares; 2025Q3: 28,792 shares; 2025Q4: 17,546 shares; 2026Q1: 46,366 shares; 2026Q2: 68,094 shares 68,094$3.56M0.03%+21,728Timeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153,472 shares; 2025Q3: 161,853 shares; 2025Q4: 170,700 shares; 2026Q1: 172,243 shares; 2026Q2: 170,836 shares 170,836$3.56M0.03%-1,407Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,592 shares; 2024Q4: 19,947 shares; 2025Q1: 24,174 shares; 2025Q2: 21,055 shares; 2025Q3: 15,308 shares; 2025Q4: 21,595 shares; 2026Q1: 26,602 shares; 2026Q2: 29,694 shares 29,694$3.51M0.03%+3,092Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,267 shares; 2024Q4: 4,204 shares; 2025Q1: 5,734 shares; 2025Q2: 18,278 shares; 2025Q3: 20,568 shares; 2025Q4: 24,878 shares; 2026Q1: 13,811 shares; 2026Q2: 14,742 shares 14,742$3.48M0.03%+931Timeline
NXTEINVESTMENT MANAGERS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,325 shares; 2024Q4: 155,039 shares; 2025Q1: 111,665 shares; 2025Q2: 76,652 shares; 2025Q3: 74,963 shares; 2025Q4: 89,151 shares; 2026Q1: 63,366 shares; 2026Q2: 63,863 shares 63,863$3.48M0.03%+497Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,402 shares; 2024Q4: 3,902 shares; 2025Q1: 6,481 shares; 2025Q2: 6,247 shares; 2025Q3: 6,489 shares; 2025Q4: 7,572 shares; 2026Q1: 7,010 shares; 2026Q2: 8,447 shares 8,447$3.46M0.03%+1,437Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,352 shares; 2025Q4: 3,466 shares; 2026Q1: 9,743 shares; 2026Q2: 12,522 shares 12,522$3.46M0.03%+2,779Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,923 shares; 2024Q4: 45,421 shares; 2025Q1: 56,326 shares; 2025Q2: 40,891 shares; 2025Q3: 40,805 shares; 2025Q4: 41,902 shares; 2026Q1: 37,052 shares; 2026Q2: 37,293 shares 37,293$3.42M0.03%+241Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394 shares; 2024Q4: 365 shares; 2025Q1: 802 shares; 2025Q2: 865 shares; 2025Q3: 577 shares; 2025Q4: 1,263 shares; 2026Q1: 1,835 shares; 2026Q2: 2,013 shares 2,013$3.42M0.03%+178Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,002 shares; 2024Q4: 86,687 shares; 2025Q1: 212,162 shares; 2025Q2: 73,602 shares; 2025Q3: 73,088 shares; 2025Q4: 70,602 shares; 2026Q1: 67,959 shares; 2026Q2: 67,791 shares 67,791$3.42M0.03%-168Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,064 shares; 2024Q4: 11,998 shares; 2025Q1: 13,604 shares; 2025Q2: 10,844 shares; 2025Q3: 10,595 shares; 2025Q4: 10,012 shares; 2026Q1: 9,966 shares; 2026Q2: 9,637 shares 9,637$3.41M0.03%-329Timeline
DUBSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,032 shares; 2025Q3: 51,823 shares; 2025Q4: 57,438 shares; 2026Q1: 68,978 shares; 2026Q2: 81,143 shares 81,143$3.38M0.03%+12,165Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,556 shares; 2024Q4: 27,116 shares; 2025Q1: 27,911 shares; 2025Q2: 45,574 shares; 2025Q3: 34,931 shares; 2025Q4: 30,252 shares; 2026Q1: 27,862 shares; 2026Q2: 21,846 shares 21,846$3.36M0.03%-6,016Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,091 shares; 2024Q4: 29,202 shares; 2025Q1: 37,882 shares; 2025Q2: 29,504 shares; 2025Q3: 29,490 shares; 2025Q4: 28,528 shares; 2026Q1: 32,447 shares; 2026Q2: 33,018 shares 33,018$3.34M0.03%+571Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,024 shares; 2024Q4: 183,006 shares; 2025Q1: 252,775 shares; 2025Q2: 94,797 shares; 2025Q3: 91,294 shares; 2025Q4: 88,034 shares; 2026Q1: 95,114 shares; 2026Q2: 105,298 shares 105,298$3.34M0.03%+10,184Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; 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: 263,632 shares 263,632$3.34M0.03%newTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,880 shares; 2024Q4: 3,825 shares; 2025Q1: 4,318 shares; 2025Q2: 3,633 shares; 2025Q3: 3,023 shares; 2025Q4: 3,066 shares; 2026Q1: 2,480 shares; 2026Q2: 2,497 shares 2,497$3.33M0.03%+17Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,850 shares; 2024Q4: 34,401 shares; 2025Q1: 38,360 shares; 2025Q2: 30,559 shares; 2025Q3: 28,965 shares; 2025Q4: 29,209 shares; 2026Q1: 31,879 shares; 2026Q2: 30,769 shares 30,769$3.3M0.03%-1,110Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,642 shares; 2024Q4: 67,437 shares; 2025Q1: 70,707 shares; 2025Q2: 60,534 shares; 2025Q3: 58,961 shares; 2025Q4: 112,555 shares; 2026Q1: 138,213 shares; 2026Q2: 135,624 shares 135,624$3.27M0.03%-2,589Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,360 shares; 2024Q4: 9,267 shares; 2025Q1: 9,660 shares; 2025Q2: 8,968 shares; 2025Q3: 8,824 shares; 2025Q4: 8,972 shares; 2026Q1: 10,354 shares; 2026Q2: 10,392 shares 10,392$3.27M0.03%+38Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,640 shares; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 6,997 shares; 2025Q3: 9,128 shares; 2025Q4: 22,675 shares; 2026Q1: 17,524 shares; 2026Q2: 39,956 shares 39,956$3.24M0.03%+22,432Timeline
TENBTENABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,116 shares; 2024Q4: 121,096 shares; 2025Q1: 111,050 shares; 2025Q2: 110,752 shares; 2025Q3: 110,752 shares; 2025Q4: 110,808 shares; 2026Q1: 90,928 shares; 2026Q2: 87,675 shares 87,675$3.23M0.03%-3,253Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,474 shares; 2024Q4: 321,569 shares; 2025Q1: 350,962 shares; 2025Q2: 337,161 shares; 2025Q3: 301,428 shares; 2025Q4: 182,928 shares; 2026Q1: 185,052 shares; 2026Q2: 36,560 shares 36,560$3.21M0.03%-148,492Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,398 shares; 2024Q4: 23,700 shares; 2025Q1: 24,957 shares; 2025Q2: 19,406 shares; 2025Q3: 18,352 shares; 2025Q4: 16,734 shares; 2026Q1: 19,090 shares; 2026Q2: 19,009 shares 19,009$3.21M0.03%-81Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,312 shares; 2024Q4: 186,087 shares; 2025Q1: 216,968 shares; 2025Q2: 167,717 shares; 2025Q3: 162,930 shares; 2025Q4: 155,841 shares; 2026Q1: 144,675 shares; 2026Q2: 125,683 shares 125,683$3.2M0.03%-18,992Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,785 shares; 2024Q4: 7,161 shares; 2025Q1: 14,822 shares; 2025Q2: 7,644 shares; 2025Q3: 9,662 shares; 2025Q4: 9,669 shares; 2026Q1: 12,054 shares; 2026Q2: 12,401 shares 12,401$3.17M0.03%+347Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,367 shares; 2024Q4: 18,037 shares; 2025Q1: 19,060 shares; 2025Q2: 16,485 shares; 2025Q3: 15,790 shares; 2025Q4: 7,686 shares; 2026Q1: 8,208 shares; 2026Q2: 7,845 shares 7,845$3.12M0.03%-363Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,546 shares; 2024Q4: 93,739 shares; 2025Q1: 122,490 shares; 2025Q2: 125,967 shares; 2025Q3: 122,558 shares; 2025Q4: 117,471 shares; 2026Q1: 87,652 shares; 2026Q2: 73,217 shares 73,217$3.1M0.03%-14,435Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,430 shares; 2024Q4: 4,417 shares; 2025Q1: 4,683 shares; 2025Q2: 4,388 shares; 2025Q3: 4,312 shares; 2025Q4: 4,411 shares; 2026Q1: 4,374 shares; 2026Q2: 4,364 shares 4,364$3.07M0.03%-10Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,093 shares; 2024Q4: 11,259 shares; 2025Q1: 79,055 shares; 2025Q2: 55,976 shares; 2025Q3: 55,114 shares; 2025Q4: 64,736 shares; 2026Q1: 50,925 shares; 2026Q2: 51,554 shares 51,554$3.04M0.03%+629Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,638 shares; 2024Q4: 40,547 shares; 2025Q1: 59,274 shares; 2025Q2: 42,997 shares; 2025Q3: 43,401 shares; 2025Q4: 44,711 shares; 2026Q1: 38,598 shares; 2026Q2: 36,686 shares 36,686$3.03M0.03%-1,912Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,916 shares; 2024Q4: 10,994 shares; 2025Q1: 50,746 shares; 2025Q2: 19,612 shares; 2025Q3: 29,217 shares; 2025Q4: 41,190 shares; 2026Q1: 50,395 shares; 2026Q2: 58,488 shares 58,488$3.03M0.03%+8,093Timeline
JUCYETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,915 shares; 2025Q3: 50,156 shares; 2025Q4: 87,271 shares; 2026Q1: 102,869 shares; 2026Q2: 136,785 shares 136,785$3.01M0.03%+33,916Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,058 shares; 2024Q4: 10,789 shares; 2025Q1: 13,277 shares; 2025Q2: 9,500 shares; 2025Q3: 9,278 shares; 2025Q4: 9,196 shares; 2026Q1: 8,816 shares; 2026Q2: 8,199 shares 8,199$3M0.03%-617Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,295 shares; 2024Q4: 13,326 shares; 2025Q1: 13,040 shares; 2025Q2: 10,939 shares; 2025Q3: 10,671 shares; 2025Q4: 10,388 shares; 2026Q1: 9,173 shares; 2026Q2: 8,794 shares 8,794$2.91M0.03%-379Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,330 shares; 2024Q4: 5,105 shares; 2025Q1: 5,247 shares; 2025Q2: 4,836 shares; 2025Q3: 5,296 shares; 2025Q4: 5,700 shares; 2026Q1: 5,985 shares; 2026Q2: 5,976 shares 5,976$2.89M0.03%-9Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,017 shares; 2025Q1: 4,771 shares; 2025Q2: 2,280 shares; 2025Q3: 2,551 shares; 2025Q4: 2,984 shares; 2026Q1: 3,664 shares; 2026Q2: 4,401 shares 4,401$2.89M0.03%+737Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,260 shares; 2024Q4: 9,249 shares; 2025Q1: 8,113 shares; 2025Q2: 7,163 shares; 2025Q3: 6,925 shares; 2025Q4: 7,748 shares; 2026Q1: 8,486 shares; 2026Q2: 8,322 shares 8,322$2.84M0.03%-164Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,014 shares; 2024Q4: 89,865 shares; 2025Q1: 99,285 shares; 2025Q2: 88,409 shares; 2025Q3: 87,851 shares; 2025Q4: 89,382 shares; 2026Q1: 22,566 shares; 2026Q2: 24,094 shares 24,094$2.84M0.03%+1,528Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,261 shares; 2024Q4: 21,656 shares; 2025Q1: 22,293 shares; 2025Q2: 21,115 shares; 2025Q3: 21,865 shares; 2025Q4: 21,884 shares; 2026Q1: 20,507 shares; 2026Q2: 22,164 shares 22,164$2.83M0.03%+1,657Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,462 shares; 2024Q4: 60,141 shares; 2025Q1: 59,793 shares; 2025Q2: 59,623 shares; 2025Q3: 52,221 shares; 2025Q4: 25,893 shares; 2026Q1: 19,238 shares; 2026Q2: 27,337 shares 27,337$2.79M0.03%+8,099Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,826 shares; 2024Q4: 16,469 shares; 2025Q1: 18,940 shares; 2025Q2: 16,592 shares; 2025Q3: 17,351 shares; 2025Q4: 16,666 shares; 2026Q1: 17,163 shares; 2026Q2: 14,292 shares 14,292$2.79M0.03%-2,871Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,499 shares; 2024Q4: 22,046 shares; 2025Q1: 21,975 shares; 2025Q2: 20,806 shares; 2025Q3: 19,220 shares; 2025Q4: 18,955 shares; 2026Q1: 18,184 shares; 2026Q2: 17,768 shares 17,768$2.77M0.03%-416Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,232 shares; 2024Q4: 163,886 shares; 2025Q1: 234,557 shares; 2025Q2: 163,330 shares; 2025Q3: 163,678 shares; 2025Q4: 181,953 shares; 2026Q1: 174,340 shares; 2026Q2: 132,632 shares 132,632$2.75M0.03%-41,708Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,804 shares; 2024Q4: 77,621 shares; 2025Q1: 89,779 shares; 2025Q2: 70,488 shares; 2025Q3: 69,811 shares; 2025Q4: 62,675 shares; 2026Q1: 61,225 shares; 2026Q2: 54,188 shares 54,188$2.74M0.03%-7,037Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,314 shares; 2024Q4: 125,750 shares; 2025Q1: 163,748 shares; 2025Q2: 126,284 shares; 2025Q3: 123,288 shares; 2025Q4: 119,541 shares; 2026Q1: 116,477 shares; 2026Q2: 113,165 shares 113,165$2.73M0.03%-3,312Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,447 shares; 2024Q4: 54,763 shares; 2025Q1: 69,317 shares; 2025Q2: 61,477 shares; 2025Q3: 56,338 shares; 2025Q4: 42,716 shares; 2026Q1: 34,324 shares; 2026Q2: 28,305 shares 28,305$2.72M0.03%-6,019Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,502 shares; 2024Q4: 77,810 shares; 2025Q1: 79,184 shares; 2025Q2: 78,923 shares; 2025Q3: 78,921 shares; 2025Q4: 79,154 shares; 2026Q1: 79,826 shares; 2026Q2: 80,069 shares 80,069$2.72M0.03%+243Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,643 shares; 2024Q4: 202,043 shares; 2025Q1: 266,577 shares; 2025Q2: 196,988 shares; 2025Q3: 37,014 shares; 2025Q4: 29,141 shares; 2026Q1: 31,443 shares; 2026Q2: 33,979 shares 33,979$2.72M0.03%+2,536Timeline
KOIDKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,460 shares; 2025Q4: 62,770 shares; 2026Q1: 65,989 shares; 2026Q2: 65,904 shares 65,904$2.72M0.03%-85Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,191 shares; 2024Q4: 62,612 shares; 2025Q1: 65,221 shares; 2025Q2: 73,219 shares; 2025Q3: 58,601 shares; 2025Q4: 57,540 shares; 2026Q1: 57,905 shares; 2026Q2: 56,457 shares 56,457$2.71M0.03%-1,448Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,033 shares; 2024Q4: 22,441 shares; 2025Q1: 44,152 shares; 2025Q2: 27,206 shares; 2025Q3: 56,278 shares; 2025Q4: 73,745 shares; 2026Q1: 67,550 shares; 2026Q2: 57,230 shares 57,230$2.7M0.03%-10,320Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,450 shares; 2025Q2: 24,500 shares; 2025Q3: 50,750 shares; 2025Q4: 52,250 shares; 2026Q1: 53,950 shares; 2026Q2: 52,650 shares 52,650$2.7M0.03%-1,300Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,380 shares; 2024Q4: 2,750 shares; 2025Q1: 3,479 shares; 2025Q2: 2,893 shares; 2025Q3: 3,593 shares; 2025Q4: 3,635 shares; 2026Q1: 3,779 shares; 2026Q2: 7,591 shares 7,591$2.69M0.03%+3,812Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,543 shares; 2024Q4: 62,675 shares; 2025Q1: 62,670 shares; 2025Q2: 57,382 shares; 2025Q3: 57,349 shares; 2025Q4: 55,702 shares; 2026Q1: 56,153 shares; 2026Q2: 56,366 shares 56,366$2.68M0.03%+213Timeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,471 shares; 2024Q4: 33,269 shares; 2025Q1: 37,938 shares; 2025Q2: 37,584 shares; 2025Q3: 38,309 shares; 2025Q4: 38,723 shares; 2026Q1: 40,340 shares; 2026Q2: 40,280 shares 40,280$2.67M0.03%-60Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,268 shares; 2024Q4: 8,273 shares; 2025Q1: 8,392 shares; 2025Q2: 28,372 shares; 2025Q3: 38,472 shares; 2025Q4: 39,884 shares; 2026Q1: 29,477 shares; 2026Q2: 27,982 shares 27,982$2.66M0.03%-1,495Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,175 shares; 2025Q3: 17,980 shares; 2025Q4: 34,065 shares; 2026Q1: 47,925 shares; 2026Q2: 52,465 shares 52,465$2.65M0.03%+4,540Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,198 shares; 2024Q4: 13,324 shares; 2025Q1: 16,598 shares; 2025Q2: 13,123 shares; 2025Q3: 10,801 shares; 2025Q4: 9,985 shares; 2026Q1: 9,523 shares; 2026Q2: 8,373 shares 8,373$2.64M0.03%-1,150Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,859 shares; 2024Q4: 18,415 shares; 2025Q1: 19,559 shares; 2025Q2: 17,897 shares; 2025Q3: 17,337 shares; 2025Q4: 16,829 shares; 2026Q1: 16,147 shares; 2026Q2: 16,577 shares 16,577$2.6M0.03%+430Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,240 shares; 2024Q4: 132,690 shares; 2025Q1: 130,867 shares; 2025Q2: 120,575 shares; 2025Q3: 93,152 shares; 2025Q4: 91,199 shares; 2026Q1: 89,834 shares; 2026Q2: 89,537 shares 89,537$2.6M0.03%-297Timeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,781 shares; 2025Q3: 74,773 shares; 2025Q4: 74,755 shares; 2026Q1: 74,779 shares; 2026Q2: 74,775 shares 74,775$2.59M0.03%-4Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,618 shares; 2024Q4: 18,483 shares; 2025Q1: 20,826 shares; 2025Q2: 19,065 shares; 2025Q3: 52,780 shares; 2025Q4: 69,713 shares; 2026Q1: 69,310 shares; 2026Q2: 68,736 shares 68,736$2.56M0.02%-574Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,116 shares; 2024Q4: 17,242 shares; 2025Q1: 13,569 shares; 2025Q2: 12,312 shares; 2025Q3: 12,203 shares; 2025Q4: 12,368 shares; 2026Q1: 12,505 shares; 2026Q2: 9,618 shares 9,618$2.5M0.02%-2,887Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,036 shares; 2024Q4: 60,539 shares; 2025Q1: 97,807 shares; 2025Q2: 68,461 shares; 2025Q3: 54,592 shares; 2025Q4: 47,135 shares; 2026Q1: 50,428 shares; 2026Q2: 15,983 shares 15,983$2.5M0.02%-34,445Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,016 shares; 2024Q4: 25,284 shares; 2025Q1: 44,090 shares; 2025Q2: 29,629 shares; 2025Q3: 29,527 shares; 2025Q4: 35,969 shares; 2026Q1: 27,390 shares; 2026Q2: 23,827 shares 23,827$2.48M0.02%-3,563Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,087 shares; 2025Q3: 26,742 shares; 2025Q4: 36,525 shares; 2026Q1: 46,090 shares; 2026Q2: 53,813 shares 53,813$2.46M0.02%+7,723Timeline
EROERO COPPER CORPQuarterly shares; oldest to newest; 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: 48,605 shares; 2026Q2: 91,759 shares 91,759$2.45M0.02%+43,154Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,372 shares; 2024Q4: 11,204 shares; 2025Q1: 12,603 shares; 2025Q2: 10,795 shares; 2025Q3: 10,664 shares; 2025Q4: 9,698 shares; 2026Q1: 9,516 shares; 2026Q2: 8,862 shares 8,862$2.4M0.02%-654Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,315 shares; 2024Q4: 20,188 shares; 2025Q1: 24,738 shares; 2025Q2: 20,938 shares; 2025Q3: 19,809 shares; 2025Q4: 12,810 shares; 2026Q1: 144,163 shares; 2026Q2: 219,236 shares 219,236$2.38M0.02%+75,073Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,050 shares; 2024Q4: 23,465 shares; 2025Q1: 18,373 shares; 2025Q2: 16,385 shares; 2025Q3: 15,694 shares; 2025Q4: 17,526 shares; 2026Q1: 17,297 shares; 2026Q2: 16,305 shares 16,305$2.38M0.02%-992Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,865 shares; 2024Q4: 66,929 shares; 2025Q1: 92,688 shares; 2025Q2: 72,579 shares; 2025Q3: 74,173 shares; 2025Q4: 106,569 shares; 2026Q1: 76,691 shares; 2026Q2: 73,764 shares 73,764$2.36M0.02%-2,927Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,132 shares; 2024Q4: 46,927 shares; 2025Q1: 55,142 shares; 2025Q2: 44,037 shares; 2025Q3: 43,402 shares; 2025Q4: 40,489 shares; 2026Q1: 32,382 shares; 2026Q2: 33,341 shares 33,341$2.32M0.02%+959Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,817 shares; 2024Q4: 25,051 shares; 2025Q1: 28,400 shares; 2025Q2: 24,399 shares; 2025Q3: 24,220 shares; 2025Q4: 18,377 shares; 2026Q1: 15,717 shares; 2026Q2: 13,803 shares 13,803$2.3M0.02%-1,914Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,092 shares; 2024Q4: 32,847 shares; 2025Q1: 94,075 shares; 2025Q2: 31,885 shares; 2025Q3: 33,341 shares; 2025Q4: 30,828 shares; 2026Q1: 32,505 shares; 2026Q2: 38,106 shares 38,106$2.27M0.02%+5,601Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,169 shares; 2024Q4: 3,805 shares; 2025Q1: 4,750 shares; 2025Q2: 5,312 shares; 2025Q3: 6,529 shares; 2025Q4: 6,031 shares; 2026Q1: 13,996 shares; 2026Q2: 13,891 shares 13,891$2.27M0.02%-105Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,356 shares; 2026Q1: 49,708 shares; 2026Q2: 60,314 shares 60,314$2.25M0.02%+10,606Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,929 shares; 2024Q4: 5,892 shares; 2025Q1: 5,882 shares; 2025Q2: 5,186 shares; 2025Q3: 4,873 shares; 2025Q4: 4,807 shares; 2026Q1: 4,898 shares; 2026Q2: 4,385 shares 4,385$2.23M0.02%-513Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,244 shares; 2024Q4: 10,186 shares; 2025Q1: 13,876 shares; 2025Q2: 20,686 shares; 2025Q3: 17,778 shares; 2025Q4: 16,178 shares; 2026Q1: 13,398 shares; 2026Q2: 8,344 shares 8,344$2.23M0.02%-5,054Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; 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: 9,930 shares 9,930$2.22M0.02%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 917 shares; 2025Q1: 1,232 shares; 2025Q2: 1,448 shares; 2025Q3: 1,882 shares; 2025Q4: 2,365 shares; 2026Q1: 1,969 shares; 2026Q2: 4,312 shares 4,312$2.22M0.02%+2,343Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,353 shares; 2024Q4: 9,318 shares; 2025Q1: 9,887 shares; 2025Q2: 10,811 shares; 2025Q3: 10,679 shares; 2025Q4: 30,188 shares; 2026Q1: 58,611 shares; 2026Q2: 42,227 shares 42,227$2.21M0.02%-16,384Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,121 shares; 2024Q4: 13,018 shares; 2025Q1: 13,457 shares; 2025Q2: 13,032 shares; 2025Q3: 12,613 shares; 2025Q4: 11,543 shares; 2026Q1: 11,209 shares; 2026Q2: 10,688 shares 10,688$2.21M0.02%-521Timeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; 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: 9,923 shares 9,923$2.19M0.02%newTimeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,028 shares; 2025Q2: 39,775 shares; 2025Q3: 41,286 shares; 2025Q4: 74,830 shares; 2026Q1: 47,142 shares; 2026Q2: 63,079 shares 63,079$2.18M0.02%+15,937Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,227 shares; 2024Q4: 17,006 shares; 2025Q1: 13,543 shares; 2025Q2: 15,650 shares; 2025Q3: 15,406 shares; 2025Q4: 14,754 shares; 2026Q1: 14,843 shares; 2026Q2: 12,960 shares 12,960$2.17M0.02%-1,883Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,270 shares; 2024Q4: 13,210 shares; 2025Q1: 14,554 shares; 2025Q2: 16,054 shares; 2025Q3: 12,989 shares; 2025Q4: 12,757 shares; 2026Q1: 37,713 shares; 2026Q2: 35,952 shares 35,952$2.17M0.02%-1,761Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,430 shares; 2024Q4: 7,090 shares; 2025Q1: 15,191 shares; 2025Q2: 8,310 shares; 2025Q3: 7,572 shares; 2025Q4: 7,591 shares; 2026Q1: 40,586 shares; 2026Q2: 39,881 shares 39,881$2.16M0.02%-705Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,527 shares; 2024Q4: 13,664 shares; 2025Q1: 20,507 shares; 2025Q2: 13,098 shares; 2025Q3: 12,937 shares; 2025Q4: 12,706 shares; 2026Q1: 12,577 shares; 2026Q2: 11,889 shares 11,889$2.12M0.02%-688Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,303 shares; 2025Q3: 28,062 shares; 2025Q4: 28,035 shares; 2026Q1: 35,847 shares; 2026Q2: 39,654 shares 39,654$2.12M0.02%+3,807Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,023 shares; 2024Q4: 3,903 shares; 2025Q1: 4,049 shares; 2025Q2: 3,912 shares; 2025Q3: 3,905 shares; 2025Q4: 3,923 shares; 2026Q1: 3,905 shares; 2026Q2: 3,952 shares 3,952$2.08M0.02%+47Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,048 shares; 2024Q4: 3,049 shares; 2025Q1: 3,060 shares; 2025Q2: 3,055 shares; 2025Q3: 3,057 shares; 2025Q4: 3,058 shares; 2026Q1: 3,060 shares; 2026Q2: 3,307 shares 3,307$2.06M0.02%+247Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,222 shares; 2024Q4: 8,571 shares; 2025Q1: 9,247 shares; 2025Q2: 7,284 shares; 2025Q3: 6,828 shares; 2025Q4: 26,274 shares; 2026Q1: 26,291 shares; 2026Q2: 33,374 shares 33,374$2.06M0.02%+7,083Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 789 shares; 2024Q4: 1,062 shares; 2025Q1: 1,059 shares; 2025Q2: 927 shares; 2025Q3: 956 shares; 2025Q4: 892 shares; 2026Q1: 513 shares; 2026Q2: 11,522 shares 11,522$2.05M0.02%+11,009Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,387 shares; 2024Q4: 33,724 shares; 2025Q1: 66,939 shares; 2025Q2: 34,805 shares; 2025Q3: 36,216 shares; 2025Q4: 35,111 shares; 2026Q1: 34,613 shares; 2026Q2: 34,758 shares 34,758$2.05M0.02%+145Timeline
RWJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,591 shares; 2024Q4: 29,028 shares; 2025Q1: 33,508 shares; 2025Q2: 33,887 shares; 2025Q3: 34,079 shares; 2025Q4: 34,478 shares; 2026Q1: 35,193 shares; 2026Q2: 34,437 shares 34,437$2.05M0.02%-756Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,796 shares; 2024Q4: 3,948 shares; 2025Q1: 4,119 shares; 2025Q2: 3,900 shares; 2025Q3: 3,911 shares; 2025Q4: 3,325 shares; 2026Q1: 2,827 shares; 2026Q2: 2,559 shares 2,559$2.04M0.02%-268Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,323 shares; 2024Q4: 13,692 shares; 2025Q1: 19,484 shares; 2025Q2: 14,807 shares; 2025Q3: 18,692 shares; 2025Q4: 27,203 shares; 2026Q1: 30,723 shares; 2026Q2: 32,807 shares 32,807$2.03M0.02%+2,084Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,110 shares; 2024Q4: 17,315 shares; 2025Q1: 21,939 shares; 2025Q2: 17,284 shares; 2025Q3: 17,752 shares; 2025Q4: 17,283 shares; 2026Q1: 17,293 shares; 2026Q2: 17,142 shares 17,142$2.01M0.02%-151Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 669 shares; 2025Q1: 1,792 shares; 2025Q2: 1,855 shares; 2025Q3: 2,793 shares; 2025Q4: 3,291 shares; 2026Q1: 3,095 shares; 2026Q2: 2,768 shares 2,768$1.99M0.02%-327Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,577 shares; 2024Q4: 5,905 shares; 2025Q1: 6,810 shares; 2025Q2: 7,642 shares; 2025Q3: 8,971 shares; 2025Q4: 9,586 shares; 2026Q1: 9,701 shares; 2026Q2: 9,115 shares 9,115$1.99M0.02%-586Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,406 shares; 2024Q4: 25,364 shares; 2025Q1: 33,755 shares; 2025Q2: 27,194 shares; 2025Q3: 28,379 shares; 2025Q4: 37,770 shares; 2026Q1: 37,683 shares; 2026Q2: 37,142 shares 37,142$1.99M0.02%-541Timeline
DRAMROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; 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: 26,674 shares 26,674$1.97M0.02%newTimeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,407 shares; 2024Q4: 30,563 shares; 2025Q1: 37,566 shares; 2025Q2: 34,170 shares; 2025Q3: 34,305 shares; 2025Q4: 33,184 shares; 2026Q1: 32,061 shares; 2026Q2: 32,960 shares 32,960$1.92M0.02%+899Timeline
CGMSCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,190 shares; 2024Q4: 35,173 shares; 2025Q1: 95,065 shares; 2025Q2: 43,800 shares; 2025Q3: 53,642 shares; 2025Q4: 57,833 shares; 2026Q1: 69,538 shares; 2026Q2: 69,818 shares 69,818$1.91M0.02%+280Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,831 shares; 2024Q4: 22,177 shares; 2025Q1: 25,378 shares; 2025Q2: 20,209 shares; 2025Q3: 19,788 shares; 2025Q4: 19,254 shares; 2026Q1: 16,052 shares; 2026Q2: 15,085 shares 15,085$1.91M0.02%-967Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,541 shares; 2024Q4: 11,223 shares; 2025Q1: 14,249 shares; 2025Q2: 9,639 shares; 2025Q3: 9,339 shares; 2025Q4: 6,225 shares; 2026Q1: 6,053 shares; 2026Q2: 6,006 shares 6,006$1.88M0.02%-47Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,707 shares; 2024Q4: 25,043 shares; 2025Q1: 19,953 shares; 2025Q2: 20,770 shares; 2025Q3: 19,260 shares; 2025Q4: 26,184 shares; 2026Q1: 26,341 shares; 2026Q2: 19,932 shares 19,932$1.87M0.02%-6,409Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,668 shares; 2024Q4: 15,814 shares; 2025Q1: 24,844 shares; 2025Q2: 16,815 shares; 2025Q3: 19,067 shares; 2025Q4: 16,891 shares; 2026Q1: 17,058 shares; 2026Q2: 18,662 shares 18,662$1.83M0.02%+1,604Timeline
FSCOFS CREDIT OPPORTUNITIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500,638 shares; 2024Q4: 498,800 shares; 2025Q1: 665,170 shares; 2025Q2: 468,736 shares; 2025Q3: 494,313 shares; 2025Q4: 425,950 shares; 2026Q1: 398,977 shares; 2026Q2: 366,595 shares 366,595$1.83M0.02%-32,382Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,618 shares; 2024Q4: 5,223 shares; 2025Q1: 6,242 shares; 2025Q2: 7,392 shares; 2025Q3: 6,716 shares; 2025Q4: 6,857 shares; 2026Q1: 7,532 shares; 2026Q2: 7,595 shares 7,595$1.8M0.02%+63Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 1,546 shares; 2025Q1: 1,881 shares; 2025Q2: 1,799 shares; 2025Q3: 1,831 shares; 2025Q4: 1,937 shares; 2026Q1: 1,901 shares; 2026Q2: 1,841 shares 1,841$1.8M0.02%-60Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,737 shares; 2024Q4: 46,348 shares; 2025Q1: 78,337 shares; 2025Q2: 62,645 shares; 2025Q3: 61,260 shares; 2025Q4: 58,046 shares; 2026Q1: 62,675 shares; 2026Q2: 33,330 shares 33,330$1.79M0.02%-29,345Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,739 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,042 shares; 2025Q3: 3,039 shares; 2025Q4: 16,218 shares; 2026Q1: 15,383 shares; 2026Q2: 14,694 shares 14,694$1.78M0.02%-689Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,683 shares; 2024Q4: 4,013 shares; 2025Q1: 6,958 shares; 2025Q2: 5,394 shares; 2025Q3: 5,790 shares; 2025Q4: 6,233 shares; 2026Q1: 6,460 shares; 2026Q2: 7,851 shares 7,851$1.78M0.02%+1,391Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,239 shares; 2024Q4: 5,196 shares; 2025Q1: 5,600 shares; 2025Q2: 5,103 shares; 2025Q3: 5,384 shares; 2025Q4: 5,627 shares; 2026Q1: 4,841 shares; 2026Q2: 4,841 shares 4,841$1.77M0.02%0Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,444 shares 39,444$1.77M0.02%newTimeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,510 shares; 2026Q2: 9,308 shares 9,308$1.76M0.02%-202Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,505 shares; 2024Q4: 4,207 shares; 2025Q1: 5,484 shares; 2025Q2: 5,998 shares; 2025Q3: 6,386 shares; 2025Q4: 9,248 shares; 2026Q1: 9,966 shares; 2026Q2: 9,957 shares 9,957$1.76M0.02%-9Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,307 shares; 2024Q4: 22,077 shares; 2025Q1: 25,510 shares; 2025Q2: 21,413 shares; 2025Q3: 21,413 shares; 2025Q4: 21,413 shares; 2026Q1: 21,413 shares; 2026Q2: 21,413 shares 21,413$1.75M0.02%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,007 shares; 2024Q4: 19,181 shares; 2025Q1: 23,684 shares; 2025Q2: 21,327 shares; 2025Q3: 21,971 shares; 2025Q4: 21,412 shares; 2026Q1: 18,813 shares; 2026Q2: 19,009 shares 19,009$1.75M0.02%+196Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,773 shares; 2024Q4: 12,910 shares; 2025Q1: 14,452 shares; 2025Q2: 11,349 shares; 2025Q3: 11,136 shares; 2025Q4: 10,588 shares; 2026Q1: 9,443 shares; 2026Q2: 9,158 shares 9,158$1.74M0.02%-285Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,801 shares; 2024Q4: 16,055 shares; 2025Q1: 17,581 shares; 2025Q2: 16,897 shares; 2025Q3: 17,674 shares; 2025Q4: 15,160 shares; 2026Q1: 9,986 shares; 2026Q2: 15,258 shares 15,258$1.74M0.02%+5,272Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,540 shares; 2025Q1: 45,187 shares; 2025Q2: 64,370 shares; 2025Q3: 72,468 shares; 2025Q4: 70,800 shares; 2026Q1: 65,526 shares; 2026Q2: 59,075 shares 59,075$1.73M0.02%-6,451Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,227 shares; 2024Q4: 10,961 shares; 2025Q1: 11,770 shares; 2025Q2: 11,052 shares; 2025Q3: 10,919 shares; 2025Q4: 11,103 shares; 2026Q1: 11,043 shares; 2026Q2: 10,153 shares 10,153$1.73M0.02%-890Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,368 shares; 2024Q4: 26,278 shares; 2025Q1: 27,063 shares; 2025Q2: 24,745 shares; 2025Q3: 23,198 shares; 2025Q4: 23,273 shares; 2026Q1: 23,138 shares; 2026Q2: 21,856 shares 21,856$1.72M0.02%-1,282Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,044 shares; 2024Q4: 27,586 shares; 2025Q1: 29,790 shares; 2025Q2: 28,824 shares; 2025Q3: 79,409 shares; 2025Q4: 99,192 shares; 2026Q1: 90,283 shares; 2026Q2: 86,156 shares 86,156$1.71M0.02%-4,127Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,005 shares; 2024Q4: 11,845 shares; 2025Q1: 15,228 shares; 2025Q2: 11,846 shares; 2025Q3: 11,650 shares; 2025Q4: 11,309 shares; 2026Q1: 11,557 shares; 2026Q2: 10,863 shares 10,863$1.71M0.02%-694Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,765 shares; 2024Q4: 40,357 shares; 2025Q1: 39,552 shares; 2025Q2: 37,568 shares; 2025Q3: 37,266 shares; 2025Q4: 36,281 shares; 2026Q1: 33,692 shares; 2026Q2: 34,170 shares 34,170$1.7M0.02%+478Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,020 shares; 2024Q4: 14,095 shares; 2025Q1: 14,520 shares; 2025Q2: 11,430 shares; 2025Q3: 13,532 shares; 2025Q4: 12,434 shares; 2026Q1: 11,543 shares; 2026Q2: 13,017 shares 13,017$1.7M0.02%+1,474Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,191 shares; 2024Q4: 4,588 shares; 2025Q1: 5,055 shares; 2025Q2: 4,590 shares; 2025Q3: 4,513 shares; 2025Q4: 4,399 shares; 2026Q1: 5,011 shares; 2026Q2: 4,898 shares 4,898$1.69M0.02%-113Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,481 shares; 2026Q1: 4,173 shares; 2026Q2: 4,229 shares 4,229$1.67M0.02%+56Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,458 shares; 2024Q4: 79,021 shares; 2025Q1: 79,997 shares; 2025Q2: 69,173 shares; 2025Q3: 65,245 shares; 2025Q4: 60,560 shares; 2026Q1: 54,380 shares; 2026Q2: 52,973 shares 52,973$1.66M0.02%-1,407Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,364 shares; 2024Q4: 6,426 shares; 2025Q1: 5,959 shares; 2025Q2: 4,207 shares; 2025Q3: 3,962 shares; 2025Q4: 7,701 shares; 2026Q1: 7,641 shares; 2026Q2: 7,302 shares 7,302$1.65M0.02%-339Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,957 shares; 2024Q4: 2,995 shares; 2025Q1: 4,386 shares; 2025Q2: 3,415 shares; 2025Q3: 2,764 shares; 2025Q4: 2,328 shares; 2026Q1: 2,922 shares; 2026Q2: 6,321 shares 6,321$1.65M0.02%+3,399Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,965 shares; 2024Q4: 13,650 shares; 2025Q1: 28,855 shares; 2025Q2: 16,359 shares; 2025Q3: 12,347 shares; 2025Q4: 15,500 shares; 2026Q1: 15,747 shares; 2026Q2: 15,262 shares 15,262$1.64M0.02%-485Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,584 shares; 2025Q1: 2,581 shares; 2025Q2: 1,533 shares; 2025Q3: 1,658 shares; 2025Q4: 1,562 shares; 2026Q1: 1,485 shares; 2026Q2: 1,446 shares 1,446$1.64M0.02%-39Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,212 shares; 2024Q4: 11,195 shares; 2025Q1: 11,837 shares; 2025Q2: 11,140 shares; 2025Q3: 11,035 shares; 2025Q4: 11,049 shares; 2026Q1: 10,712 shares; 2026Q2: 10,865 shares 10,865$1.59M0.02%+153Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,922 shares; 2024Q4: 16,209 shares; 2025Q1: 16,018 shares; 2025Q2: 15,441 shares; 2025Q3: 15,568 shares; 2025Q4: 14,711 shares; 2026Q1: 14,720 shares; 2026Q2: 14,450 shares 14,450$1.58M0.02%-270Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,135 shares; 2026Q2: 4,147 shares 4,147$1.56M0.02%+12Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,082 shares; 2024Q4: 13,334 shares; 2025Q1: 40,691 shares; 2025Q2: 23,283 shares; 2025Q3: 24,610 shares; 2025Q4: 24,285 shares; 2026Q1: 20,227 shares; 2026Q2: 20,324 shares 20,324$1.55M0.02%+97Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,389 shares; 2024Q4: 7,693 shares; 2025Q1: 6,840 shares; 2025Q2: 6,692 shares; 2025Q3: 6,271 shares; 2025Q4: 6,148 shares; 2026Q1: 5,855 shares; 2026Q2: 5,168 shares 5,168$1.55M0.01%-687Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,169 shares; 2024Q4: 22,626 shares; 2025Q1: 26,528 shares; 2025Q2: 22,626 shares; 2025Q3: 22,626 shares; 2025Q4: 22,606 shares; 2026Q1: 22,606 shares; 2026Q2: 22,051 shares 22,051$1.54M0.01%-555Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,541 shares; 2024Q4: 6,931 shares; 2025Q1: 6,156 shares; 2025Q2: 4,783 shares; 2025Q3: 4,584 shares; 2025Q4: 4,778 shares; 2026Q1: 4,853 shares; 2026Q2: 4,265 shares 4,265$1.54M0.01%-588Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,024 shares; 2024Q4: 8,157 shares; 2025Q1: 9,818 shares; 2025Q2: 10,467 shares; 2025Q3: 13,003 shares; 2025Q4: 17,853 shares; 2026Q1: 19,853 shares; 2026Q2: 20,103 shares 20,103$1.51M0.01%+250Timeline
DAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,295 shares; 2026Q2: 36,969 shares 36,969$1.51M0.01%+31,674Timeline
VGSRMANAGER DIRECTED PORTFOLIOSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,518 shares; 2024Q4: 196,266 shares; 2025Q1: 272,331 shares; 2025Q2: 185,937 shares; 2025Q3: 182,544 shares; 2025Q4: 178,622 shares; 2026Q1: 132,200 shares; 2026Q2: 132,462 shares 132,462$1.51M0.01%+262Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: 2,752 shares; 2025Q1: 3,510 shares; 2025Q2: 2,808 shares; 2025Q3: 3,953 shares; 2025Q4: 4,169 shares; 2026Q1: 4,920 shares; 2026Q2: 9,151 shares 9,151$1.51M0.01%+4,231Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,545 shares; 2024Q4: 30,880 shares; 2025Q1: 36,383 shares; 2025Q2: 21,579 shares; 2025Q3: 21,708 shares; 2025Q4: 21,623 shares; 2026Q1: 21,083 shares; 2026Q2: 19,838 shares 19,838$1.5M0.01%-1,245Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2$1.5M0.01%newTimeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,798 shares; 2024Q4: 35,186 shares; 2025Q1: 37,048 shares; 2025Q2: 35,134 shares; 2025Q3: 34,201 shares; 2025Q4: 32,243 shares; 2026Q1: 32,956 shares; 2026Q2: 33,171 shares 33,171$1.5M0.01%+215Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 480 shares; 2025Q4: 421 shares; 2026Q1: 870 shares; 2026Q2: 752 shares 752$1.49M0.01%-118Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,668 shares; 2026Q1: 25,687 shares; 2026Q2: 24,792 shares 24,792$1.49M0.01%-895Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,168 shares; 2024Q4: 32,597 shares; 2025Q1: 40,078 shares; 2025Q2: 27,772 shares; 2025Q3: 26,661 shares; 2025Q4: 25,086 shares; 2026Q1: 25,903 shares; 2026Q2: 25,774 shares 25,774$1.49M0.01%-129Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; 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: 12,466 shares 12,466$1.47M0.01%newTimeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478,335 shares; 2025Q2: 31,800 shares; 2025Q3: 31,800 shares; 2025Q4: 32,197 shares; 2026Q1: 32,368 shares; 2026Q2: 26,748 shares 26,748$1.47M0.01%-5,620Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 5,514 shares; 2025Q4: 5,213 shares; 2026Q1: 5,170 shares; 2026Q2: 5,391 shares 5,391$1.47M0.01%+221Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,042 shares; 2025Q2: 2,823 shares; 2025Q3: 4,756 shares; 2025Q4: 9,223 shares; 2026Q1: 11,412 shares; 2026Q2: 12,300 shares 12,300$1.47M0.01%+888Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,633 shares; 2024Q4: 27,786 shares; 2025Q1: 42,062 shares; 2025Q2: 46,198 shares; 2025Q3: 47,122 shares; 2025Q4: 46,793 shares; 2026Q1: 47,433 shares; 2026Q2: 47,665 shares 47,665$1.45M0.01%+232Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,764 shares; 2024Q4: 2,443 shares; 2025Q1: 3,239 shares; 2025Q2: 2,494 shares; 2025Q3: 2,476 shares; 2025Q4: 2,833 shares; 2026Q1: 2,783 shares; 2026Q2: 2,957 shares 2,957$1.45M0.01%+174Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,915 shares; 2026Q1: 26,118 shares; 2026Q2: 26,590 shares 26,590$1.45M0.01%+472Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,659 shares; 2024Q4: 16,546 shares; 2025Q1: 26,970 shares; 2025Q2: 18,098 shares; 2025Q3: 22,066 shares; 2025Q4: 22,244 shares; 2026Q1: 21,862 shares; 2026Q2: 18,673 shares 18,673$1.45M0.01%-3,189Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,430 shares; 2024Q4: 7,113 shares; 2025Q1: 8,010 shares; 2025Q2: 6,278 shares; 2025Q3: 6,434 shares; 2025Q4: 9,054 shares; 2026Q1: 7,098 shares; 2026Q2: 6,555 shares 6,555$1.45M0.01%-543Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,718 shares; 2025Q3: 2,809 shares; 2025Q4: 2,820 shares; 2026Q1: 2,873 shares; 2026Q2: 2,989 shares 2,989$1.44M0.01%+116Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,456 shares; 2024Q4: 2,981 shares; 2025Q1: 3,731 shares; 2025Q2: 2,996 shares; 2025Q3: 2,758 shares; 2025Q4: 2,409 shares; 2026Q1: 2,334 shares; 2026Q2: 2,898 shares 2,898$1.44M0.01%+564Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,689 shares; 2024Q4: 137,196 shares; 2025Q1: 25,746 shares; 2025Q2: 24,062 shares; 2025Q3: 23,163 shares; 2025Q4: 20,964 shares; 2026Q1: 30,073 shares; 2026Q2: 22,730 shares 22,730$1.43M0.01%-7,343Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,640 shares; 2024Q4: 15,882 shares; 2025Q1: 22,638 shares; 2025Q2: 16,981 shares; 2025Q3: 17,345 shares; 2025Q4: 20,325 shares; 2026Q1: 20,939 shares; 2026Q2: 20,923 shares 20,923$1.43M0.01%-16Timeline
RHTXSTARBOARD INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,357 shares; 2024Q4: 89,356 shares; 2025Q1: 79,890 shares; 2025Q2: 76,593 shares; 2025Q3: 75,818 shares; 2025Q4: 73,472 shares; 2026Q1: 73,472 shares; 2026Q2: 71,201 shares 71,201$1.41M0.01%-2,271Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,820 shares; 2024Q4: 16,382 shares; 2025Q1: 19,487 shares; 2025Q2: 16,521 shares; 2025Q3: 16,378 shares; 2025Q4: 16,398 shares; 2026Q1: 15,151 shares; 2026Q2: 16,107 shares 16,107$1.41M0.01%+956Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,779 shares; 2024Q4: 3,370 shares; 2025Q1: 3,446 shares; 2025Q2: 7,549 shares; 2025Q3: 7,851 shares; 2025Q4: 8,080 shares; 2026Q1: 9,272 shares; 2026Q2: 9,040 shares 9,040$1.39M0.01%-232Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,868 shares; 2024Q4: 7,563 shares; 2025Q1: 5,621 shares; 2025Q2: 6,216 shares; 2025Q3: 6,605 shares; 2025Q4: 7,589 shares; 2026Q1: 7,656 shares; 2026Q2: 7,984 shares 7,984$1.39M0.01%+328Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; 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: 15,621 shares 15,621$1.39M0.01%newTimeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,714 shares; 2024Q4: 5,624 shares; 2025Q1: 7,210 shares; 2025Q2: 9,939 shares; 2025Q3: 10,614 shares; 2025Q4: 10,627 shares; 2026Q1: 10,650 shares; 2026Q2: 8,694 shares 8,694$1.38M0.01%-1,956Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802 shares; 2024Q4: 744 shares; 2025Q1: 919 shares; 2025Q2: 859 shares; 2025Q3: 844 shares; 2025Q4: 1,062 shares; 2026Q1: 1,027 shares; 2026Q2: 979 shares 979$1.35M0.01%-48Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,601 shares; 2024Q4: 117,056 shares; 2025Q1: 64,756 shares; 2025Q2: 17,683 shares; 2025Q3: 17,579 shares; 2025Q4: 16,899 shares; 2026Q1: 16,960 shares; 2026Q2: 12,335 shares 12,335$1.35M0.01%-4,625Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,571 shares; 2025Q3: 11,868 shares; 2025Q4: 12,047 shares; 2026Q1: 18,173 shares; 2026Q2: 20,457 shares 20,457$1.34M0.01%+2,284Timeline
NUHYNUSHARES ETF TRQuarterly shares; oldest to newest; 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: 61,722 shares 61,722$1.32M0.01%newTimeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,346 shares; 2024Q4: 80,580 shares; 2025Q1: 75,618 shares; 2025Q2: 57,477 shares; 2025Q3: 57,094 shares; 2025Q4: 46,712 shares; 2026Q1: 46,541 shares; 2026Q2: 43,484 shares 43,484$1.32M0.01%-3,057Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,085 shares; 2024Q4: 6,305 shares; 2025Q1: 7,303 shares; 2025Q2: 5,954 shares; 2025Q3: 5,883 shares; 2025Q4: 12,143 shares; 2026Q1: 12,067 shares; 2026Q2: 11,225 shares 11,225$1.32M0.01%-842Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,381 shares; 2024Q4: 19,949 shares; 2025Q1: 20,166 shares; 2025Q2: 15,761 shares; 2025Q3: 14,496 shares; 2025Q4: 14,207 shares; 2026Q1: 14,301 shares; 2026Q2: 14,344 shares 14,344$1.32M0.01%+43Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,452 shares; 2024Q4: 15,810 shares; 2025Q1: 18,520 shares; 2025Q2: 15,803 shares; 2025Q3: 15,459 shares; 2025Q4: 15,337 shares; 2026Q1: 15,865 shares; 2026Q2: 14,170 shares 14,170$1.31M0.01%-1,695Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,901 shares; 2024Q4: 6,681 shares; 2025Q1: 7,963 shares; 2025Q2: 6,680 shares; 2025Q3: 6,393 shares; 2025Q4: 7,072 shares; 2026Q1: 7,487 shares; 2026Q2: 7,352 shares 7,352$1.3M0.01%-135Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,331 shares; 2024Q4: 16,670 shares; 2025Q1: 18,941 shares; 2025Q2: 16,198 shares; 2025Q3: 15,196 shares; 2025Q4: 14,926 shares; 2026Q1: 14,950 shares; 2026Q2: 14,950 shares 14,950$1.3M0.01%0Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,710 shares; 2024Q4: 5,139 shares; 2025Q1: 6,928 shares; 2025Q2: 7,999 shares; 2025Q3: 10,419 shares; 2025Q4: 10,118 shares; 2026Q1: 7,247 shares; 2026Q2: 6,456 shares 6,456$1.3M0.01%-791Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,443 shares; 2024Q4: 4,623 shares; 2025Q1: 4,820 shares; 2025Q2: 5,319 shares; 2025Q3: 5,316 shares; 2025Q4: 4,863 shares; 2026Q1: 4,841 shares; 2026Q2: 4,411 shares 4,411$1.29M0.01%-430Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,928 shares; 2024Q4: 9,664 shares; 2025Q1: 12,435 shares; 2025Q2: 7,538 shares; 2025Q3: 7,155 shares; 2025Q4: 7,148 shares; 2026Q1: 7,463 shares; 2026Q2: 7,614 shares 7,614$1.29M0.01%+151Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,154 shares; 2024Q4: 4,007 shares; 2025Q1: 4,767 shares; 2025Q2: 3,400 shares; 2025Q3: 3,633 shares; 2025Q4: 3,774 shares; 2026Q1: 4,224 shares; 2026Q2: 4,063 shares 4,063$1.29M0.01%-161Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: 3,255 shares; 2025Q1: 3,847 shares; 2025Q2: 3,505 shares; 2025Q3: 3,633 shares; 2025Q4: 3,768 shares; 2026Q1: 3,578 shares; 2026Q2: 3,462 shares 3,462$1.29M0.01%-116Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,143 shares; 2024Q4: 31,880 shares; 2025Q1: 32,099 shares; 2025Q2: 31,215 shares; 2025Q3: 33,807 shares; 2025Q4: 35,061 shares; 2026Q1: 41,929 shares; 2026Q2: 40,668 shares 40,668$1.29M0.01%-1,261Timeline
PCMMBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,026 shares; 2025Q3: 37,016 shares; 2025Q4: 36,688 shares; 2026Q1: 26,575 shares; 2026Q2: 25,709 shares 25,709$1.28M0.01%-866Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,516 shares; 2024Q4: 12,236 shares; 2025Q1: 17,463 shares; 2025Q2: 12,950 shares; 2025Q3: 12,695 shares; 2025Q4: 12,670 shares; 2026Q1: 23,524 shares; 2026Q2: 14,071 shares 14,071$1.27M0.01%-9,453Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,207 shares; 2024Q4: 16,429 shares; 2025Q1: 17,636 shares; 2025Q2: 14,998 shares; 2025Q3: 14,900 shares; 2025Q4: 14,568 shares; 2026Q1: 13,720 shares; 2026Q2: 12,319 shares 12,319$1.27M0.01%-1,401Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,973 shares; 2024Q4: 3,970 shares; 2025Q1: 6,616 shares; 2025Q2: 4,040 shares; 2025Q3: 23,528 shares; 2025Q4: 27,562 shares; 2026Q1: 20,033 shares; 2026Q2: 13,225 shares 13,225$1.27M0.01%-6,808Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,145 shares; 2025Q1: 177,322 shares; 2025Q2: 5,780 shares; 2025Q3: 5,742 shares; 2025Q4: 5,315 shares; 2026Q1: 20,131 shares; 2026Q2: 19,667 shares 19,667$1.26M0.01%-464Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; 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: 15,826 shares; 2026Q2: 15,336 shares 15,336$1.25M0.01%-490Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,605 shares; 2024Q4: 16,422 shares; 2025Q1: 37,134 shares; 2025Q2: 27,553 shares; 2025Q3: 36,465 shares; 2025Q4: 59,999 shares; 2026Q1: 44,388 shares; 2026Q2: 37,533 shares 37,533$1.25M0.01%-6,855Timeline
IVTINVENTRUST PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,102 shares; 2024Q4: 42,737 shares; 2025Q1: 43,967 shares; 2025Q2: 38,497 shares; 2025Q3: 36,264 shares; 2025Q4: 35,373 shares; 2026Q1: 35,085 shares; 2026Q2: 34,958 shares 34,958$1.24M0.01%-127Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,804 shares; 2024Q4: 15,309 shares; 2025Q1: 129,420 shares; 2025Q2: 13,351 shares; 2025Q3: 12,262 shares; 2025Q4: 12,483 shares; 2026Q1: 14,331 shares; 2026Q2: 17,100 shares 17,100$1.22M0.01%+2,769Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,934 shares; 2024Q4: 15,783 shares; 2025Q1: 16,732 shares; 2025Q2: 11,007 shares; 2025Q3: 10,284 shares; 2025Q4: 9,728 shares; 2026Q1: 10,131 shares; 2026Q2: 9,260 shares 9,260$1.22M0.01%-871Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,895 shares; 2025Q4: 9,703 shares; 2026Q1: 9,445 shares; 2026Q2: 12,067 shares 12,067$1.2M0.01%+2,622Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,518 shares; 2024Q4: 7,558 shares; 2025Q1: 6,071 shares; 2025Q2: 58,894 shares; 2025Q3: 60,996 shares; 2025Q4: 63,644 shares; 2026Q1: 64,425 shares; 2026Q2: 20,043 shares 20,043$1.2M0.01%-44,382Timeline
KIDSORTHOPEDIATRICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,419 shares; 2024Q4: 62,419 shares; 2025Q1: 62,408 shares; 2025Q2: 62,408 shares; 2025Q3: 62,408 shares; 2025Q4: 62,408 shares; 2026Q1: 62,408 shares; 2026Q2: 62,451 shares 62,451$1.19M0.01%+43Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,462 shares; 2024Q4: 2,534 shares; 2025Q1: 2,842 shares; 2025Q2: 2,439 shares; 2025Q3: 2,463 shares; 2025Q4: 7,990 shares; 2026Q1: 7,543 shares; 2026Q2: 7,064 shares 7,064$1.19M0.01%-479Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,275 shares; 2025Q1: not reported; 2025Q2: 11,012 shares; 2025Q3: 10,018 shares; 2025Q4: 4,626 shares; 2026Q1: 4,598 shares; 2026Q2: 4,097 shares 4,097$1.19M0.01%-501Timeline
XFIVBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,250 shares; 2026Q2: 24,218 shares 24,218$1.18M0.01%+4,968Timeline
DMXUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,225 shares; 2024Q4: 44,588 shares; 2025Q1: 44,458 shares; 2025Q2: 44,895 shares; 2025Q3: 44,448 shares; 2025Q4: 37,541 shares; 2026Q1: 29,096 shares; 2026Q2: 30,711 shares 30,711$1.18M0.01%+1,615Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487 shares; 2024Q4: 2,603 shares; 2025Q1: 3,604 shares; 2025Q2: 2,743 shares; 2025Q3: 865 shares; 2025Q4: 827 shares; 2026Q1: 930 shares; 2026Q2: 1,125 shares 1,125$1.17M0.01%+195Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,021 shares; 2024Q4: 29,778 shares; 2025Q1: 33,858 shares; 2025Q2: 29,559 shares; 2025Q3: 28,433 shares; 2025Q4: 27,160 shares; 2026Q1: 27,432 shares; 2026Q2: 27,640 shares 27,640$1.17M0.01%+208Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,271 shares; 2024Q4: 5,797 shares; 2025Q1: 6,254 shares; 2025Q2: 5,759 shares; 2025Q3: 5,978 shares; 2025Q4: 5,858 shares; 2026Q1: 5,945 shares; 2026Q2: 5,469 shares 5,469$1.17M0.01%-476Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,563 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,991 shares; 2025Q3: 35,404 shares; 2025Q4: 12,497 shares; 2026Q1: 12,107 shares; 2026Q2: 12,377 shares 12,377$1.16M0.01%+270Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,295 shares; 2024Q4: 33,920 shares; 2025Q1: 26,107 shares; 2025Q2: 22,931 shares; 2025Q3: 20,604 shares; 2025Q4: 22,404 shares; 2026Q1: 31,054 shares; 2026Q2: 22,376 shares 22,376$1.15M0.01%-8,678Timeline
BBPETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,727 shares; 2026Q1: 16,847 shares; 2026Q2: 11,914 shares 11,914$1.15M0.01%-4,933Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,405 shares; 2024Q4: 4,314 shares; 2025Q1: 4,715 shares; 2025Q2: 4,465 shares; 2025Q3: 4,582 shares; 2025Q4: 4,674 shares; 2026Q1: 4,947 shares; 2026Q2: 4,814 shares 4,814$1.15M0.01%-133Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,126 shares; 2024Q4: 19,216 shares; 2025Q1: 19,667 shares; 2025Q2: 19,466 shares; 2025Q3: 19,447 shares; 2025Q4: 19,901 shares; 2026Q1: 19,825 shares; 2026Q2: 19,697 shares 19,697$1.14M0.01%-128Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,685 shares; 2024Q4: 12,338 shares; 2025Q1: 10,806 shares; 2025Q2: 8,377 shares; 2025Q3: 7,974 shares; 2025Q4: 7,873 shares; 2026Q1: 7,324 shares; 2026Q2: 6,202 shares 6,202$1.14M0.01%-1,122Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,866 shares; 2024Q4: 88,588 shares; 2025Q1: 90,294 shares; 2025Q2: 101,155 shares; 2025Q3: 95,022 shares; 2025Q4: 93,798 shares; 2026Q1: 79,878 shares; 2026Q2: 70,443 shares 70,443$1.14M0.01%-9,435Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,298 shares; 2024Q4: 13,017 shares; 2025Q1: 54,469 shares; 2025Q2: 12,619 shares; 2025Q3: 14,418 shares; 2025Q4: 15,868 shares; 2026Q1: 18,662 shares; 2026Q2: 13,967 shares 13,967$1.14M0.01%-4,695Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,489 shares; 2024Q4: 87,675 shares; 2025Q1: 98,999 shares; 2025Q2: 69,869 shares; 2025Q3: 58,409 shares; 2025Q4: 51,176 shares; 2026Q1: 44,751 shares; 2026Q2: 27,267 shares 27,267$1.13M0.01%-17,484Timeline

Options

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

SecurityTypeAmountValueChange
FRMIFERMI INC COMcall2,068,000$4.24Mnew
MUMICRON TECHNOLOGY INC COMcall1,000$805K-12,500
ANETARISTA NETWORKS INC COMcall11,000$446Knew
TSLATESLA INC COMcall500$125K+300
EFAISHARES TR MSCI EAFE ETFcall16,100$121K0
AVGOBROADCOM INC COMcall6,000$116K0
COHRCOHERENT CORP Stockput2,400$108K0
ZSZSCALER INC STOKcall4,000$104Knew
NVDANVIDIA CORPORATION COMcall6,000$95.5K-1,000
CRWVCOREWEAVE INC COMcall4,000$51.6Knew
SPYSTATE STR SPDR S&P 500 ETF T SHSput2,600$20.8K-200
METAMETA PLATFORMS INC COMcall3,000$13.7K+1,500
AAPLAPPLE INC COMcall100$10.2K0
PLTRPALANTIR TECHNOLOGIES INC COMcall4,000$2.5K+1,000
NKENIKE INC COMcall100$2.04Knew
SLVISHARES SILVER TR COMcall500$1.46Knew
PYPLPAYPAL HLDGS INC STOKcall2,000$9900
IWMISHARES TR SHSput100$296new
CARRCARRIER GLOBAL CORPORATION Stockput300$108new

Principal amounts

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

SecurityTypeAmountValueChange
CAPITAL SOUTHWEST CORPCAPITAL SOUTHWEST CORP Convertible Bondprincipal30,000$31.2K0

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
AVLVAMERICAN CENTY ETF TR1,163,667$93.8Mshares
SBARSIMPLIFY EXCHANGE TRADED FUN247,287$6.07Mshares
HONHONEYWELL INTL INC18,292$4.13Mshares
SPHYSPDR SERIES TRUST85,322$1.99Mshares
CTRACOTERRA ENERGY INC20,347$715Kshares
LYBLYONDELLBASELL INDUSTRIES NV8,710$702Kshares
CPNGCOUPANG INC35,665$673Kshares
FXIISHARES TR16,099$578Kshares
BPREBLUEROCK PVT REAL ESTATE FD29,980$498Kshares
SYMSYMBOTIC INC8,355$444Kshares
ABNBAIRBNB INC3,448$435Kshares
IBDTISHARES TR17,008$431Kshares
MURMURPHY OIL CORP8,656$357Kshares
PKSTPEAKSTONE REALTY TRUST16,892$353Kshares
RVNUDBX ETF TR13,585$335Kshares
TFISPDR SERIES TRUST6,780$307Kshares
DDDUPONT DE NEMOURS INC6,620$303Kshares
BWBABCOCK & WILCOX ENTERPRISES20,135$296Kshares
KTOSKRATOS DEFENSE & SEC SOLUTIO4,161$293Kshares
JPEMJ P MORGAN EXCHANGE TRADED F4,562$283Kshares
ZTSZOETIS INC2,372$280Kshares
CRHCRH PLC2,660$280Kshares
GCTGIGACLOUD TECHNOLOGY INC6,119$278Kshares
BWXTBWX TECHNOLOGIES INC1,339$274Kshares
BUSEFIRST BUSEY CORP10,782$272Kshares
JJACOBS SOLUTIONS INC2,104$268Kshares
IBMPISHARES TR10,284$262Kshares
CCLCARNIVAL CORP9,972$258Kshares
NXTNEXTPOWER INC2,016$243Kshares
OMCOMNICOM GROUP INC3,073$231Kshares
SBRSABINE RTY TR3,000$226Kshares
SUSUNCOR ENERGY INC NEW3,360$222Kshares
ACGLARCH CAP GROUP LTD2,280$219Kshares
SPLVINVESCO EXCH TRADED FD TR II2,961$217Kshares
CTSHCOGNIZANT TECHNOLOGY SOLUTIO3,479$213Kshares
PSAPUBLIC STORAGE784$212Kshares
LULULULULEMON ATHLETICA INC1,341$205Kshares
EDOWFIRST TR EXCHANGE-TRADED FD5,000$203Kshares
SCHHSCHWAB STRATEGIC TR9,338$201Kshares
HBANHUNTINGTON BANCSHARES INC12,583$197Kshares
NFLXNETFLIX INC.15,000$144Kcall
ACHRARCHER AVIATION INC26,048$135Kshares
KSCPKNIGHTSCOPE INC29,000$121Kshares
AMDADVANCED MICRO DEVICES INC4,000$74.5Kcall
HDSNHUDSON TECHNOLOGIES INC12,596$74.1Kshares
RNWRENEW ENERGY GLOBAL PLC13,090$60Kshares
HONHONEYWELL INTL INC4,800$47.1Kput
PRTSCARPARTS COM INC50,000$39.3Kshares
GLDSPDR GOLD TR1,000$20.9Kcall
COSTCOSTCO WHOLESALE CORPORATION100$8.12Kcall
CDNSCADENCE DESIGN SYSTEM INC200$7.34Kput
SCHWCHARLES SCHWAB CORP (THE)500$1.48Kcall
NVDANVIDIA CORPORATION400$1.45Kput
CSCOCISCO SYS INC200$218put
MSFTMICROSOFT CORP4,000$6call

How Q2 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-009642 base2026-08-05acceptance time not in the bulk data set

Filings

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

FilingSubjectFiledAcceptedIngested
13F-HR 0001214659-26-009642 Quarter ended 2026-06-302026-08-05acceptance time not in the bulk data set
13F-HR 0001214659-26-005807 Quarter ended 2026-03-312026-05-08acceptance time not in the bulk data set
13F-HR 0001214659-26-000718 Quarter ended 2025-12-312026-01-21acceptance time not in the bulk data set
13F-HR 0001214659-25-015961 Quarter ended 2025-09-302025-11-05acceptance time not in the bulk data set
13F-HR 0001214659-25-010773 Quarter ended 2025-06-302025-07-23acceptance time not in the bulk data set
13F-HR 0001214659-25-007438 Quarter ended 2025-03-312025-05-13acceptance time not in the bulk data set
13F-HR 0001214659-25-002445 Quarter ended 2024-12-312025-02-12acceptance time not in the bulk data set
13F-HR 0001214659-24-018432 Quarter ended 2024-09-302024-11-05acceptance time not in the bulk data set
13F-HR 0001214659-24-014131 Quarter ended 2024-06-302024-08-09acceptance time not in the bulk data set
13F-HR 0001214659-24-009091 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001214659-24-001154 Quarter ended 2023-12-312024-01-24acceptance time not in the bulk data set
13F-HR 0001214659-23-014722 Quarter ended 2023-09-302023-11-09acceptance time not in the bulk data set
13F-HR 0001214659-23-010863 Quarter ended 2023-06-302023-08-08acceptance time not in the bulk data set
13F-HR 0001214659-23-006541 Quarter ended 2023-03-312023-05-05acceptance time not in the bulk data set
13F-HR 0001214659-23-001768 Quarter ended 2022-12-312023-02-08acceptance time not in the bulk data set
13F-HR 0001214659-22-013272 Quarter ended 2022-09-302022-11-08acceptance time not in the bulk data set
13F-HR 0001214659-22-009962 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0001214659-22-006456 Quarter ended 2022-03-312022-05-09acceptance time not in the bulk data set
13F-HR 0001214659-22-001953 Quarter ended 2021-12-312022-02-07acceptance time not in the bulk data set
13F-HR 0001214659-21-011356 Quarter ended 2021-09-302021-11-09acceptance time not in the bulk data set
13F-HR 0001214659-21-008459 Quarter ended 2021-06-302021-08-12acceptance time not in the bulk data set
13F-HR 0001214659-21-005038 Quarter ended 2021-03-312021-05-07acceptance time not in the bulk data set
13F-HR 0001214659-21-001194 Quarter ended 2020-12-312021-02-03acceptance time not in the bulk data set
13F-HR 0001214659-20-009214 Quarter ended 2020-09-302020-11-06acceptance time not in the bulk data set
13F-HR 0001214659-20-006389 Quarter ended 2020-06-302020-07-17acceptance time not in the bulk data set
13F-HR 0001214659-20-003990 Quarter ended 2020-03-312020-05-04acceptance time not in the bulk data set
13F-HR 0001214659-20-000885 Quarter ended 2019-12-312020-02-04acceptance time not in the bulk data set
13F-HR 0001214659-19-006880 Quarter ended 2019-09-302019-11-05acceptance time not in the bulk data set
13F-HR 0001214659-19-005013 Quarter ended 2019-06-302019-08-06acceptance time not in the bulk data set
13F-HR 0001214659-19-002744 Quarter ended 2019-03-312019-04-16acceptance time not in the bulk data set
13F-HR 0001214659-19-000997 Quarter ended 2018-12-312019-02-11acceptance time not in the bulk data set
13F-HR 0001214659-18-007044 Quarter ended 2018-09-302018-11-13acceptance time not in the bulk data set
13F-HR 0001214659-18-005486 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001214659-18-003209 Quarter ended 2018-03-312018-05-01acceptance time not in the bulk data set
13F-HR 0001214659-18-001227 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set