VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,879 shares; 2024Q4: 15,823 shares; 2025Q1: 25,364 shares; 2025Q2: 15,731 shares; 2025Q3: 16,012 shares; 2025Q4: 16,100 shares; 2026Q1: 17,739 shares; 2026Q2: 13,592 shares 13,592 $1.12M 0.01% -4,147 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,125 shares; 2024Q4: 12,125 shares; 2025Q1: 14,607 shares; 2025Q2: 12,125 shares; 2025Q3: 12,125 shares; 2025Q4: 12,125 shares; 2026Q1: 22,125 shares; 2026Q2: 25,125 shares 25,125 $1.12M 0.01% +3,000 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,042 shares; 2024Q4: 11,738 shares; 2025Q1: 25,361 shares; 2025Q2: 10,888 shares; 2025Q3: 10,934 shares; 2025Q4: 10,015 shares; 2026Q1: 9,659 shares; 2026Q2: 9,481 shares 9,481 $1.11M 0.01% -178 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,320 shares; 2024Q4: 4,328 shares; 2025Q1: 4,611 shares; 2025Q2: 3,265 shares; 2025Q3: 3,264 shares; 2025Q4: 3,261 shares; 2026Q1: 2,762 shares; 2026Q2: 2,757 shares 2,757 $1.11M 0.01% -5 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 3,960 shares; 2025Q1: 4,149 shares; 2025Q2: 4,031 shares; 2025Q3: 4,109 shares; 2025Q4: 4,092 shares; 2026Q1: 4,111 shares; 2026Q2: 4,084 shares 4,084 $1.1M 0.01% -27 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,877 shares; 2025Q2: 8,177 shares; 2025Q3: 8,177 shares; 2025Q4: 8,309 shares; 2026Q1: 8,309 shares; 2026Q2: 25,959 shares 25,959 $1.1M 0.01% +17,650 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,897 shares; 2024Q4: 17,594 shares; 2025Q1: 17,871 shares; 2025Q2: 17,712 shares; 2025Q3: 18,033 shares; 2025Q4: 11,160 shares; 2026Q1: 10,950 shares; 2026Q2: 10,708 shares 10,708 $1.1M 0.01% -242 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,344 shares; 2024Q4: 4,688 shares; 2025Q1: not reported; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares; 2025Q4: 10,476 shares; 2026Q1: 10,276 shares; 2026Q2: 10,426 shares 10,426 $1.09M 0.01% +150 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,727 shares; 2024Q4: 22,778 shares; 2025Q1: 31,155 shares; 2025Q2: 23,839 shares; 2025Q3: 22,099 shares; 2025Q4: 16,433 shares; 2026Q1: 18,335 shares; 2026Q2: 18,632 shares 18,632 $1.08M 0.01% +297 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,411 shares; 2024Q4: 17,536 shares; 2025Q1: 18,899 shares; 2025Q2: 17,573 shares; 2025Q3: 16,973 shares; 2025Q4: 14,247 shares; 2026Q1: 13,567 shares; 2026Q2: 10,954 shares 10,954 $1.08M 0.01% -2,613 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,609 shares; 2024Q4: 1,621 shares; 2025Q1: 1,805 shares; 2025Q2: 1,543 shares; 2025Q3: 1,530 shares; 2025Q4: 1,547 shares; 2026Q1: 1,545 shares; 2026Q2: 1,411 shares 1,411 $1.07M 0.01% -134 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,712 shares; 2024Q4: 7,150 shares; 2025Q1: 7,821 shares; 2025Q2: 7,210 shares; 2025Q3: 7,281 shares; 2025Q4: 7,076 shares; 2026Q1: 7,515 shares; 2026Q2: 4,633 shares 4,633 $1.06M 0.01% -2,882 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,669 shares; 2024Q4: 13,921 shares; 2025Q1: 15,327 shares; 2025Q2: 14,309 shares; 2025Q3: 14,150 shares; 2025Q4: 13,698 shares; 2026Q1: 14,044 shares; 2026Q2: 14,494 shares 14,494 $1.06M 0.01% +450 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,879 shares; 2026Q2: 23,101 shares 23,101 $1.06M 0.01% +11,222 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,480 shares; 2024Q4: 14,466 shares; 2025Q1: 16,493 shares; 2025Q2: 15,693 shares; 2025Q3: 15,825 shares; 2025Q4: 16,369 shares; 2026Q1: 18,175 shares; 2026Q2: 18,775 shares 18,775 $1.06M 0.01% +600 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,994 shares; 2024Q4: 8,294 shares; 2025Q1: 51,088 shares; 2025Q2: 6,656 shares; 2025Q3: 6,025 shares; 2025Q4: 9,666 shares; 2026Q1: 11,017 shares; 2026Q2: 13,291 shares 13,291 $1.05M 0.01% +2,274 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,841 shares; 2024Q4: 19,853 shares; 2025Q1: 19,802 shares; 2025Q2: 19,777 shares; 2025Q3: 13,564 shares; 2025Q4: 13,372 shares; 2026Q1: 13,293 shares; 2026Q2: 13,035 shares 13,035 $1.05M 0.01% -258 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,905 shares; 2024Q4: 23,011 shares; 2025Q1: 231,569 shares; 2025Q2: 164,134 shares; 2025Q3: 164,926 shares; 2025Q4: 166,738 shares; 2026Q1: 20,341 shares; 2026Q2: 20,415 shares 20,415 $1.04M 0.01% +74 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,063 shares; 2024Q4: 48,063 shares; 2025Q1: 64,257 shares; 2025Q2: 53,977 shares; 2025Q3: 52,977 shares; 2025Q4: 52,727 shares; 2026Q1: 52,727 shares; 2026Q2: 52,727 shares 52,727 $1.03M 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 3,670 shares; 2025Q1: 4,144 shares; 2025Q2: 3,797 shares; 2025Q3: 3,893 shares; 2025Q4: 3,963 shares; 2026Q1: 3,967 shares; 2026Q2: 3,595 shares 3,595 $1.02M 0.01% -372 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,685 shares; 2024Q4: 1,709 shares; 2025Q1: 2,065 shares; 2025Q2: 1,887 shares; 2025Q3: 3,004 shares; 2025Q4: 2,956 shares; 2026Q1: 2,990 shares; 2026Q2: 3,069 shares 3,069 $1.01M 0.01% +79 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,270 shares; 2024Q4: 12,747 shares; 2025Q1: 14,287 shares; 2025Q2: 10,698 shares; 2025Q3: 10,091 shares; 2025Q4: 4,874 shares; 2026Q1: 5,130 shares; 2026Q2: 5,118 shares 5,118 $1.01M 0.01% -12 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 2,716 shares; 2025Q1: 3,193 shares; 2025Q2: 2,547 shares; 2025Q3: 2,812 shares; 2025Q4: 2,537 shares; 2026Q1: 2,620 shares; 2026Q2: 2,692 shares 2,692 $1.01M 0.01% +72 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 935 shares; 2026Q2: 2,057 shares 2,057 $1.01M 0.01% +1,122 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: 2,421 shares; 2025Q1: 2,745 shares; 2025Q2: 2,317 shares; 2025Q3: 2,270 shares; 2025Q4: 2,495 shares; 2026Q1: 2,434 shares; 2026Q2: 2,224 shares 2,224 $1.01M 0.01% -210 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,657 shares; 2024Q4: 26,376 shares; 2025Q1: 25,786 shares; 2025Q2: 26,843 shares; 2025Q3: 27,311 shares; 2025Q4: 9,970 shares; 2026Q1: 9,989 shares; 2026Q2: 10,553 shares 10,553 $1M 0.01% +564 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,804 shares; 2024Q4: 4,711 shares; 2025Q1: 5,572 shares; 2025Q2: 3,139 shares; 2025Q3: 2,959 shares; 2025Q4: 3,609 shares; 2026Q1: 3,428 shares; 2026Q2: 3,389 shares 3,389 $992K 0.01% -39 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,576 shares; 2024Q4: 24,369 shares; 2025Q1: 24,078 shares; 2025Q2: 19,369 shares; 2025Q3: 38,790 shares; 2025Q4: 38,953 shares; 2026Q1: 41,529 shares; 2026Q2: 38,117 shares 38,117 $985K 0.01% -3,412 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,986 shares; 2024Q4: 102,315 shares; 2025Q1: 123,552 shares; 2025Q2: 90,362 shares; 2025Q3: 86,725 shares; 2025Q4: 82,718 shares; 2026Q1: 78,431 shares; 2026Q2: 21,820 shares 21,820 $979K 0.01% -56,611 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,442 shares; 2025Q3: 31,522 shares; 2025Q4: 14,917 shares; 2026Q1: 11,779 shares; 2026Q2: 14,430 shares 14,430 $975K 0.01% +2,651 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,212 shares; 2024Q4: 10,941 shares; 2025Q1: 10,388 shares; 2025Q2: 7,364 shares; 2025Q3: 6,522 shares; 2025Q4: 6,232 shares; 2026Q1: 5,830 shares; 2026Q2: 6,409 shares 6,409 $962K 0.01% +579 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,041 shares; 2024Q4: 4,687 shares; 2025Q1: 6,251 shares; 2025Q2: 4,801 shares; 2025Q3: 4,549 shares; 2025Q4: 4,487 shares; 2026Q1: 4,413 shares; 2026Q2: 4,147 shares 4,147 $952K 0.01% -266 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,603 shares; 2024Q4: 4,473 shares; 2025Q1: 4,612 shares; 2025Q2: 4,375 shares; 2025Q3: 4,335 shares; 2025Q4: 4,436 shares; 2026Q1: 4,550 shares; 2026Q2: 4,430 shares 4,430 $943K 0.01% -120 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,944 shares; 2026Q1: 98,647 shares; 2026Q2: 83,901 shares 83,901 $935K 0.01% -14,746 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,846 shares 19,846 $935K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,261 shares; 2024Q4: 11,439 shares; 2025Q1: 15,114 shares; 2025Q2: 11,861 shares; 2025Q3: 11,833 shares; 2025Q4: 11,689 shares; 2026Q1: 11,224 shares; 2026Q2: 10,911 shares 10,911 $924K 0.01% -313 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,486 shares; 2025Q1: not reported; 2025Q2: 5,670 shares; 2025Q3: 10,239 shares; 2025Q4: 11,675 shares; 2026Q1: 12,300 shares; 2026Q2: 17,324 shares 17,324 $923K 0.01% +5,024 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,832 shares; 2024Q4: 38,947 shares; 2025Q1: 36,165 shares; 2025Q2: 25,289 shares; 2025Q3: 25,715 shares; 2025Q4: 25,869 shares; 2026Q1: 24,743 shares; 2026Q2: 22,212 shares 22,212 $920K 0.01% -2,531 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,829 shares; 2024Q4: 12,212 shares; 2025Q1: 41,026 shares; 2025Q2: 13,195 shares; 2025Q3: 14,410 shares; 2025Q4: 13,382 shares; 2026Q1: 12,891 shares; 2026Q2: 12,313 shares 12,313 $915K 0.01% -578 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,116 shares; 2024Q4: 17,249 shares; 2025Q1: 20,528 shares; 2025Q2: 17,222 shares; 2025Q3: 18,401 shares; 2025Q4: 18,611 shares; 2026Q1: 20,094 shares; 2026Q2: 20,195 shares 20,195 $911K 0.01% +101 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,705 shares; 2024Q4: 6,893 shares; 2025Q1: 7,312 shares; 2025Q2: 6,301 shares; 2025Q3: 6,550 shares; 2025Q4: 6,808 shares; 2026Q1: 7,250 shares; 2026Q2: 6,929 shares 6,929 $911K 0.01% -321 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,826 shares; 2024Q4: 38,508 shares; 2025Q1: 40,064 shares; 2025Q2: 27,343 shares; 2025Q3: 7,796 shares; 2025Q4: 6,529 shares; 2026Q1: 5,100 shares; 2026Q2: 4,426 shares 4,426 $907K 0.01% -674 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,558 shares 5,558 $898K 0.01% new Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,509 shares; 2024Q4: 11,375 shares; 2025Q1: 11,375 shares; 2025Q2: 11,375 shares; 2025Q3: 11,555 shares; 2025Q4: 11,555 shares; 2026Q1: 11,537 shares; 2026Q2: 11,537 shares 11,537 $897K 0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,976 shares; 2024Q4: 23,901 shares; 2025Q1: 25,079 shares; 2025Q2: 19,161 shares; 2025Q3: 17,041 shares; 2025Q4: 17,046 shares; 2026Q1: 17,050 shares; 2026Q2: 17,049 shares 17,049 $889K 0.01% -1 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 9,719 shares; 2025Q2: 5,751 shares; 2025Q3: 5,706 shares; 2025Q4: 8,461 shares; 2026Q1: 10,996 shares; 2026Q2: 10,522 shares 10,522 $881K 0.01% -474 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,855 shares; 2024Q4: 4,394 shares; 2025Q1: 3,790 shares; 2025Q2: 2,900 shares; 2025Q3: 2,664 shares; 2025Q4: 2,638 shares; 2026Q1: 2,590 shares; 2026Q2: 2,209 shares 2,209 $876K 0.01% -381 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,790 shares; 2024Q4: 7,380 shares; 2025Q1: 8,200 shares; 2025Q2: 7,213 shares; 2025Q3: 6,904 shares; 2025Q4: 7,089 shares; 2026Q1: 7,744 shares; 2026Q2: 7,967 shares 7,967 $875K 0.01% +223 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,230 shares; 2024Q4: 5,235 shares; 2025Q1: 7,234 shares; 2025Q2: 3,736 shares; 2025Q3: 3,705 shares; 2025Q4: 4,395 shares; 2026Q1: 4,096 shares; 2026Q2: 3,666 shares 3,666 $871K 0.01% -430 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,474 shares; 2024Q4: 44,456 shares; 2025Q1: 178,459 shares; 2025Q2: 36,706 shares; 2025Q3: 36,459 shares; 2025Q4: 35,636 shares; 2026Q1: 31,318 shares; 2026Q2: 37,467 shares 37,467 $867K 0.01% +6,149 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,869 shares; 2024Q4: 12,488 shares; 2025Q1: 15,005 shares; 2025Q2: 11,052 shares; 2025Q3: 10,767 shares; 2025Q4: 11,205 shares; 2026Q1: 11,467 shares; 2026Q2: 11,242 shares 11,242 $867K 0.01% -225 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,409 shares; 2024Q4: 9,179 shares; 2025Q1: 10,782 shares; 2025Q2: 7,510 shares; 2025Q3: 7,379 shares; 2025Q4: 6,516 shares; 2026Q1: 6,912 shares; 2026Q2: 6,796 shares 6,796 $858K 0.01% -116 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,189 shares; 2024Q4: 24,527 shares; 2025Q1: 32,824 shares; 2025Q2: 28,640 shares; 2025Q3: 28,490 shares; 2025Q4: 28,340 shares; 2026Q1: 28,393 shares; 2026Q2: 28,560 shares 28,560 $857K 0.01% +167 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,003 shares; 2024Q4: 18,880 shares; 2025Q1: 19,148 shares; 2025Q2: 15,895 shares; 2025Q3: 15,505 shares; 2025Q4: 15,306 shares; 2026Q1: 17,158 shares; 2026Q2: 8,538 shares 8,538 $857K 0.01% -8,620 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,975 shares; 2026Q2: 16,949 shares 16,949 $856K 0.01% +1,974 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,292 shares; 2024Q4: 7,306 shares; 2025Q1: 9,817 shares; 2025Q2: 7,321 shares; 2025Q3: 7,320 shares; 2025Q4: 8,387 shares; 2026Q1: 10,120 shares; 2026Q2: 10,457 shares 10,457 $848K 0.01% +337 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,349 shares; 2024Q4: 17,865 shares; 2025Q1: 76,082 shares; 2025Q2: 13,183 shares; 2025Q3: 24,823 shares; 2025Q4: 24,827 shares; 2026Q1: 23,348 shares; 2026Q2: 23,348 shares 23,348 $842K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,541 shares; 2024Q4: 6,629 shares; 2025Q1: 6,954 shares; 2025Q2: 6,890 shares; 2025Q3: 6,770 shares; 2025Q4: 7,117 shares; 2026Q1: 6,919 shares; 2026Q2: 5,716 shares 5,716 $835K 0.01% -1,203 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,105 shares; 2026Q1: 63,960 shares; 2026Q2: 57,570 shares 57,570 $835K 0.01% -6,390 Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,597 shares; 2026Q1: 25,890 shares; 2026Q2: 25,163 shares 25,163 $834K 0.01% -727 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,601 shares; 2025Q4: 5,680 shares; 2026Q1: 12,411 shares; 2026Q2: 14,982 shares 14,982 $833K 0.01% +2,571 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 2,990 shares; 2025Q1: 3,917 shares; 2025Q2: 3,304 shares; 2025Q3: 3,250 shares; 2025Q4: 3,304 shares; 2026Q1: 3,729 shares; 2026Q2: 3,692 shares 3,692 $826K 0.01% -37 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,450 shares; 2024Q4: 33,623 shares; 2025Q1: 35,229 shares; 2025Q2: 33,830 shares; 2025Q3: 31,959 shares; 2025Q4: 30,025 shares; 2026Q1: 30,008 shares; 2026Q2: 30,276 shares 30,276 $825K 0.01% +268 Timeline ZSC USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,391 shares; 2025Q4: 43,455 shares; 2026Q1: 30,118 shares; 2026Q2: 27,967 shares 27,967 $823K 0.01% -2,151 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,591 shares; 2024Q4: 27,684 shares; 2025Q1: 32,261 shares; 2025Q2: 26,124 shares; 2025Q3: 20,926 shares; 2025Q4: 21,783 shares; 2026Q1: 22,947 shares; 2026Q2: 22,372 shares 22,372 $822K 0.01% -575 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,716 shares; 2025Q1: 2,938 shares; 2025Q2: 2,728 shares; 2025Q3: 2,862 shares; 2025Q4: 2,722 shares; 2026Q1: 4,056 shares; 2026Q2: 3,986 shares 3,986 $821K 0.01% -70 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,485 shares; 2024Q4: 8,448 shares; 2025Q1: 6,642 shares; 2025Q2: 4,866 shares; 2025Q3: 4,506 shares; 2025Q4: 4,376 shares; 2026Q1: 4,314 shares; 2026Q2: 4,180 shares 4,180 $818K 0.01% -134 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,033 shares; 2024Q4: 294,161 shares; 2025Q1: 80,138 shares; 2025Q2: 48,723 shares; 2025Q3: 41,493 shares; 2025Q4: 39,768 shares; 2026Q1: 17,560 shares; 2026Q2: 17,560 shares 17,560 $817K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,856 shares; 2024Q4: 5,888 shares; 2025Q1: 8,567 shares; 2025Q2: 5,311 shares; 2025Q3: 4,852 shares; 2025Q4: 4,970 shares; 2026Q1: 5,175 shares; 2026Q2: 5,100 shares 5,100 $815K 0.01% -75 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,830 shares; 2025Q4: 2,928 shares; 2026Q1: 1,499 shares; 2026Q2: 2,681 shares 2,681 $812K 0.01% +1,182 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,062 shares; 2024Q4: 25,248 shares; 2025Q1: 24,977 shares; 2025Q2: 24,686 shares; 2025Q3: 21,326 shares; 2025Q4: 20,688 shares; 2026Q1: 18,494 shares; 2026Q2: 17,613 shares 17,613 $811K 0.01% -881 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,334 shares; 2026Q1: 7,082 shares; 2026Q2: 7,089 shares 7,089 $810K 0.01% +7 Timeline KARS KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,648 shares 25,648 $809K 0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,814 shares; 2024Q4: 6,525 shares; 2025Q1: 6,508 shares; 2025Q2: 5,059 shares; 2025Q3: 5,127 shares; 2025Q4: 5,357 shares; 2026Q1: 7,347 shares; 2026Q2: 7,332 shares 7,332 $808K 0.01% -15 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,303 shares; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 3,511 shares; 2025Q4: 4,135 shares; 2026Q1: 4,385 shares; 2026Q2: 4,577 shares 4,577 $804K 0.01% +192 Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,634 shares; 2024Q4: 18,189 shares; 2025Q1: 18,662 shares; 2025Q2: 18,621 shares; 2025Q3: 18,144 shares; 2025Q4: 17,027 shares; 2026Q1: 17,101 shares; 2026Q2: 16,933 shares 16,933 $801K 0.01% -168 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 4,599 shares; 2025Q1: 4,314 shares; 2025Q2: 3,604 shares; 2025Q3: 3,571 shares; 2025Q4: 3,365 shares; 2026Q1: 3,531 shares; 2026Q2: 2,741 shares 2,741 $797K 0.01% -790 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,067 shares; 2024Q4: 54,877 shares; 2025Q1: 43,360 shares; 2025Q2: 37,063 shares; 2025Q3: 32,648 shares; 2025Q4: 28,307 shares; 2026Q1: 25,545 shares; 2026Q2: 23,283 shares 23,283 $792K 0.01% -2,262 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,040 shares; 2026Q1: 50,702 shares; 2026Q2: 50,246 shares 50,246 $791K 0.01% -456 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,961 shares; 2024Q4: 19,676 shares; 2025Q1: 19,111 shares; 2025Q2: 16,898 shares; 2025Q3: 16,851 shares; 2025Q4: 16,721 shares; 2026Q1: 30,906 shares; 2026Q2: 22,832 shares 22,832 $791K 0.01% -8,074 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,659 shares; 2024Q4: 2,658 shares; 2025Q1: 8,657 shares; 2025Q2: 2,821 shares; 2025Q3: 2,849 shares; 2025Q4: 2,819 shares; 2026Q1: 2,788 shares; 2026Q2: 2,781 shares 2,781 $789K 0.01% -7 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: not reported; 2026Q1: 656 shares; 2026Q2: 940 shares 940 $789K 0.01% +284 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,399 shares; 2024Q4: 10,445 shares; 2025Q1: 15,410 shares; 2025Q2: 12,680 shares; 2025Q3: 12,832 shares; 2025Q4: 15,833 shares; 2026Q1: 15,635 shares; 2026Q2: 15,734 shares 15,734 $784K 0.01% +99 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,108 shares; 2024Q4: 15,657 shares; 2025Q1: 77,648 shares; 2025Q2: 14,985 shares; 2025Q3: 14,323 shares; 2025Q4: 13,698 shares; 2026Q1: 13,990 shares; 2026Q2: 13,452 shares 13,452 $776K 0.01% -538 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,037 shares; 2024Q4: 5,041 shares; 2025Q1: 5,106 shares; 2025Q2: 5,028 shares; 2025Q3: 5,031 shares; 2025Q4: 5,012 shares; 2026Q1: 5,008 shares; 2026Q2: 5,008 shares 5,008 $774K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,991 shares; 2024Q4: 7,991 shares; 2025Q1: 9,627 shares; 2025Q2: 8,279 shares; 2025Q3: 8,282 shares; 2025Q4: 8,286 shares; 2026Q1: 8,130 shares; 2026Q2: 6,020 shares 6,020 $768K 0.01% -2,110 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,029 shares; 2024Q4: 18,597 shares; 2025Q1: 24,290 shares; 2025Q2: 936,819 shares; 2025Q3: 1,046,655 shares; 2025Q4: 1,044,278 shares; 2026Q1: 1,036,209 shares; 2026Q2: 13,784 shares 13,784 $761K 0.01% -1,022,425 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,697 shares; 2024Q4: 46,654 shares; 2025Q1: 46,360 shares; 2025Q2: 46,372 shares; 2025Q3: 44,977 shares; 2025Q4: 42,906 shares; 2026Q1: 42,561 shares; 2026Q2: 41,245 shares 41,245 $754K 0.01% -1,316 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,808 shares; 2024Q4: 26,988 shares; 2025Q1: 28,209 shares; 2025Q2: 16,705 shares; 2025Q3: 15,935 shares; 2025Q4: 15,409 shares; 2026Q1: 15,312 shares; 2026Q2: 8,616 shares 8,616 $745K 0.01% -6,696 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,627 shares; 2024Q4: 6,254 shares; 2025Q1: 7,781 shares; 2025Q2: 4,949 shares; 2025Q3: 4,748 shares; 2025Q4: 4,748 shares; 2026Q1: 4,735 shares; 2026Q2: 4,723 shares 4,723 $741K 0.01% -12 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,381 shares; 2024Q4: 3,365 shares; 2025Q1: 4,413 shares; 2025Q2: 3,336 shares; 2025Q3: 3,406 shares; 2025Q4: 3,234 shares; 2026Q1: 3,034 shares; 2026Q2: 2,628 shares 2,628 $732K 0.01% -406 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,676 shares; 2024Q4: 56,030 shares; 2025Q1: 60,745 shares; 2025Q2: 50,877 shares; 2025Q3: 50,906 shares; 2025Q4: 50,769 shares; 2026Q1: 47,363 shares; 2026Q2: 43,806 shares 43,806 $731K 0.01% -3,557 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686,319 shares; 2024Q4: 668,889 shares; 2025Q1: 727,283 shares; 2025Q2: 424,839 shares; 2025Q3: 441,497 shares; 2025Q4: 421,719 shares; 2026Q1: 68,999 shares; 2026Q2: 66,842 shares 66,842 $730K 0.01% -2,157 Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,180 shares 6,180 $727K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,105 shares; 2024Q4: 5,783 shares; 2025Q1: 5,174 shares; 2025Q2: 4,174 shares; 2025Q3: 4,412 shares; 2025Q4: 4,388 shares; 2026Q1: 4,421 shares; 2026Q2: 4,458 shares 4,458 $726K 0.01% +37 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,736 shares; 2024Q4: 18,777 shares; 2025Q1: 18,224 shares; 2025Q2: 15,490 shares; 2025Q3: 14,879 shares; 2025Q4: 14,201 shares; 2026Q1: 14,090 shares; 2026Q2: 14,167 shares 14,167 $717K 0.01% +77 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,364 shares; 2024Q4: 20,405 shares; 2025Q1: 29,421 shares; 2025Q2: 23,748 shares; 2025Q3: 23,670 shares; 2025Q4: 23,084 shares; 2026Q1: 23,974 shares; 2026Q2: 23,725 shares 23,725 $716K 0.01% -249 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,918 shares; 2025Q1: 2,438 shares; 2025Q2: 2,064 shares; 2025Q3: 2,119 shares; 2025Q4: 1,984 shares; 2026Q1: 1,854 shares; 2026Q2: 1,814 shares 1,814 $715K 0.01% -40 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,316 shares; 2026Q1: 25,510 shares; 2026Q2: 25,510 shares 25,510 $712K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,390 shares; 2024Q4: 27,235 shares; 2025Q1: 30,003 shares; 2025Q2: 24,343 shares; 2025Q3: 30,267 shares; 2025Q4: 25,488 shares; 2026Q1: 18,529 shares; 2026Q2: 17,318 shares 17,318 $711K 0.01% -1,211 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares; 2026Q2: 10,600 shares 10,600 $700K 0.01% +3,100 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,359 shares; 2024Q4: 6,377 shares; 2025Q1: 6,408 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,413 shares; 2026Q1: 6,170 shares; 2026Q2: 5,842 shares 5,842 $697K 0.01% -328 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,353 shares; 2024Q4: 3,254 shares; 2025Q1: 3,819 shares; 2025Q2: 3,183 shares; 2025Q3: 3,088 shares; 2025Q4: 3,073 shares; 2026Q1: 3,301 shares; 2026Q2: 3,194 shares 3,194 $694K 0.01% -107 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,954 shares 23,954 $691K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,921 shares; 2024Q4: 10,921 shares; 2025Q1: 10,922 shares; 2025Q2: 10,922 shares; 2025Q3: 10,922 shares; 2025Q4: 10,670 shares; 2026Q1: 10,670 shares; 2026Q2: 10,670 shares 10,670 $688K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,984 shares; 2024Q4: 2,015 shares; 2025Q1: 3,140 shares; 2025Q2: 2,333 shares; 2025Q3: 2,078 shares; 2025Q4: 2,823 shares; 2026Q1: 2,820 shares; 2026Q2: 3,413 shares 3,413 $688K 0.01% +593 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,226 shares; 2025Q1: 3,112 shares; 2025Q2: 3,088 shares; 2025Q3: 3,120 shares; 2025Q4: 3,396 shares; 2026Q1: 3,418 shares; 2026Q2: 3,440 shares 3,440 $687K 0.01% +22 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,216 shares; 2024Q4: not reported; 2025Q1: 9,310 shares; 2025Q2: 14,116 shares; 2025Q3: 12,549 shares; 2025Q4: 15,884 shares; 2026Q1: 15,984 shares; 2026Q2: 13,888 shares 13,888 $686K 0.01% -2,096 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,691 shares; 2026Q1: 16,119 shares; 2026Q2: 16,316 shares 16,316 $681K 0.01% +197 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,324 shares; 2024Q4: 8,279 shares; 2025Q1: 8,190 shares; 2025Q2: 8,191 shares; 2025Q3: 8,245 shares; 2025Q4: 8,319 shares; 2026Q1: 8,270 shares; 2026Q2: 8,671 shares 8,671 $680K 0.01% +401 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,358 shares; 2024Q4: 6,388 shares; 2025Q1: 8,049 shares; 2025Q2: 6,200 shares; 2025Q3: 6,041 shares; 2025Q4: 5,919 shares; 2026Q1: 5,943 shares; 2026Q2: 6,308 shares 6,308 $680K 0.01% +365 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,309 shares; 2024Q4: 17,476 shares; 2025Q1: 20,282 shares; 2025Q2: 9,927 shares; 2025Q3: 5,318 shares; 2025Q4: 4,588 shares; 2026Q1: 4,451 shares; 2026Q2: 3,572 shares 3,572 $679K 0.01% -879 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,500 shares; 2024Q4: not reported; 2025Q1: 6,111 shares; 2025Q2: 5,472 shares; 2025Q3: 5,990 shares; 2025Q4: 5,940 shares; 2026Q1: 7,383 shares; 2026Q2: 7,264 shares 7,264 $678K 0.01% -119 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,518 shares; 2024Q4: 5,516 shares; 2025Q1: 6,922 shares; 2025Q2: 5,645 shares; 2025Q3: 5,875 shares; 2025Q4: 5,760 shares; 2026Q1: 5,989 shares; 2026Q2: 5,751 shares 5,751 $672K 0.01% -238 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,747 shares; 2026Q2: 15,947 shares 15,947 $671K 0.01% -6,800 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023 shares; 2024Q4: 2,115 shares; 2025Q1: 7,577 shares; 2025Q2: 2,334 shares; 2025Q3: 2,095 shares; 2025Q4: 2,167 shares; 2026Q1: 4,199 shares; 2026Q2: 24,467 shares 24,467 $671K 0.01% +20,268 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,087 shares; 2024Q4: 2,925 shares; 2025Q1: 7,882 shares; 2025Q2: 7,993 shares; 2025Q3: 7,364 shares; 2025Q4: 6,408 shares; 2026Q1: 6,261 shares; 2026Q2: 4,224 shares 4,224 $670K 0.01% -2,037 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,740 shares; 2024Q4: 113,470 shares; 2025Q1: 167,886 shares; 2025Q2: 108,092 shares; 2025Q3: 90,665 shares; 2025Q4: 84,648 shares; 2026Q1: 80,092 shares; 2026Q2: 63,726 shares 63,726 $669K 0.01% -16,366 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,725 shares; 2024Q4: 6,023 shares; 2025Q1: 5,339 shares; 2025Q2: 5,523 shares; 2025Q3: 6,147 shares; 2025Q4: 6,160 shares; 2026Q1: 8,591 shares; 2026Q2: 7,993 shares 7,993 $666K 0.01% -598 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,260 shares; 2026Q2: 8,041 shares 8,041 $664K 0.01% +6,781 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,148 shares; 2024Q4: 62,093 shares; 2025Q1: 62,088 shares; 2025Q2: 62,143 shares; 2025Q3: 62,218 shares; 2025Q4: 62,143 shares; 2026Q1: 62,133 shares; 2026Q2: 62,133 shares 62,133 $664K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,289 shares; 2024Q4: 11,261 shares; 2025Q1: 13,714 shares; 2025Q2: 10,701 shares; 2025Q3: 10,706 shares; 2025Q4: 10,181 shares; 2026Q1: 10,013 shares; 2026Q2: 8,470 shares 8,470 $663K 0.01% -1,543 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,050 shares; 2024Q4: 7,650 shares; 2025Q1: 6,500 shares; 2025Q2: 13,749 shares; 2025Q3: 13,905 shares; 2025Q4: 14,062 shares; 2026Q1: 13,724 shares; 2026Q2: 12,887 shares 12,887 $651K 0.01% -837 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,381 shares; 2024Q4: 1,397 shares; 2025Q1: 2,563 shares; 2025Q2: 1,693 shares; 2025Q3: 1,629 shares; 2025Q4: 1,873 shares; 2026Q1: 1,878 shares; 2026Q2: 1,664 shares 1,664 $649K 0.01% -214 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 1,457 shares; 2026Q1: 1,448 shares; 2026Q2: 1,283 shares 1,283 $642K 0.01% -165 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,205 shares; 2024Q4: 14,258 shares; 2025Q1: 15,097 shares; 2025Q2: 14,506 shares; 2025Q3: 14,747 shares; 2025Q4: 14,778 shares; 2026Q1: 15,684 shares; 2026Q2: 14,538 shares 14,538 $640K 0.01% -1,146 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,326 shares; 2024Q4: 6,749 shares; 2025Q1: 10,126 shares; 2025Q2: 6,897 shares; 2025Q3: 6,965 shares; 2025Q4: 6,800 shares; 2026Q1: 7,313 shares; 2026Q2: 7,010 shares 7,010 $639K 0.01% -303 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,058 shares; 2024Q4: 9,427 shares; 2025Q1: 15,282 shares; 2025Q2: 9,148 shares; 2025Q3: 8,486 shares; 2025Q4: 5,877 shares; 2026Q1: 5,371 shares; 2026Q2: 4,842 shares 4,842 $637K 0.01% -529 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,028 shares; 2024Q4: 23,478 shares; 2025Q1: 23,745 shares; 2025Q2: 26,983 shares; 2025Q3: 28,244 shares; 2025Q4: 28,541 shares; 2026Q1: 26,802 shares; 2026Q2: 26,808 shares 26,808 $636K 0.01% +6 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,605 shares; 2026Q2: 6,096 shares 6,096 $633K 0.01% +3,491 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,662 shares; 2024Q4: 5,183 shares; 2025Q1: 4,902 shares; 2025Q2: 5,315 shares; 2025Q3: 5,010 shares; 2025Q4: 4,701 shares; 2026Q1: 5,292 shares; 2026Q2: 5,494 shares 5,494 $632K 0.01% +202 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,532 shares; 2024Q4: 28,721 shares; 2025Q1: 29,009 shares; 2025Q2: 28,908 shares; 2025Q3: 29,204 shares; 2025Q4: 27,823 shares; 2026Q1: 25,381 shares; 2026Q2: 25,648 shares 25,648 $627K 0.01% +267 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,304 shares; 2024Q4: 9,060 shares; 2025Q1: 9,113 shares; 2025Q2: 8,990 shares; 2025Q3: 8,403 shares; 2025Q4: 8,434 shares; 2026Q1: 8,365 shares; 2026Q2: 8,387 shares 8,387 $627K 0.01% +22 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,711 shares; 2024Q4: 2,717 shares; 2025Q1: 3,322 shares; 2025Q2: 2,667 shares; 2025Q3: 2,675 shares; 2025Q4: 2,673 shares; 2026Q1: 2,733 shares; 2026Q2: 2,746 shares 2,746 $623K 0.01% +13 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 1,190 shares; 2026Q1: 1,256 shares; 2026Q2: 1,334 shares 1,334 $621K 0.01% +78 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,328 shares; 2024Q4: 80,435 shares; 2025Q1: 88,682 shares; 2025Q2: 76,850 shares; 2025Q3: 37,898 shares; 2025Q4: 30,456 shares; 2026Q1: 30,146 shares; 2026Q2: 19,570 shares 19,570 $619K 0.01% -10,576 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,292 shares; 2024Q4: 21,463 shares; 2025Q1: 28,946 shares; 2025Q2: 27,522 shares; 2025Q3: 28,012 shares; 2025Q4: 28,498 shares; 2026Q1: 27,283 shares; 2026Q2: 26,800 shares 26,800 $618K 0.01% -483 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,125 shares; 2024Q4: 3,049 shares; 2025Q1: 3,921 shares; 2025Q2: 3,171 shares; 2025Q3: 2,971 shares; 2025Q4: 2,770 shares; 2026Q1: 2,471 shares; 2026Q2: 2,231 shares 2,231 $615K 0.01% -240 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,350 shares; 2026Q1: 16,350 shares; 2026Q2: 16,350 shares 16,350 $612K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,424 shares; 2024Q4: 5,941 shares; 2025Q1: 6,716 shares; 2025Q2: 4,800 shares; 2025Q3: 4,590 shares; 2025Q4: 3,575 shares; 2026Q1: 3,509 shares; 2026Q2: 3,387 shares 3,387 $608K 0.01% -122 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,767 shares; 2024Q4: 67,042 shares; 2025Q1: 71,133 shares; 2025Q2: 62,165 shares; 2025Q3: 84,735 shares; 2025Q4: 75,379 shares; 2026Q1: 75,366 shares; 2026Q2: 71,366 shares 71,366 $608K 0.01% -4,000 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,042 shares; 2024Q4: 11,246 shares; 2025Q1: 15,016 shares; 2025Q2: 11,518 shares; 2025Q3: 11,896 shares; 2025Q4: 12,891 shares; 2026Q1: 12,833 shares; 2026Q2: 10,946 shares 10,946 $608K 0.01% -1,887 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 21,000 shares; 2026Q2: 14,000 shares 14,000 $606K 0.01% -7,000 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 662 shares; 2024Q4: 627 shares; 2025Q1: 1,127 shares; 2025Q2: 850 shares; 2025Q3: 961 shares; 2025Q4: 790 shares; 2026Q1: 1,246 shares; 2026Q2: 1,320 shares 1,320 $606K 0.01% +74 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,119 shares; 2024Q4: 4,746 shares; 2025Q1: 7,358 shares; 2025Q2: 4,826 shares; 2025Q3: 4,534 shares; 2025Q4: 4,548 shares; 2026Q1: 4,514 shares; 2026Q2: 4,187 shares 4,187 $606K 0.01% -327 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,555 shares; 2024Q4: 6,151 shares; 2025Q1: 5,835 shares; 2025Q2: 5,863 shares; 2025Q3: 5,965 shares; 2025Q4: 6,241 shares; 2026Q1: 5,893 shares; 2026Q2: 5,841 shares 5,841 $601K 0.01% -52 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,455 shares; 2024Q4: 14,884 shares; 2025Q1: 25,169 shares; 2025Q2: 14,248 shares; 2025Q3: 14,249 shares; 2025Q4: 11,262 shares; 2026Q1: 12,280 shares; 2026Q2: 16,271 shares 16,271 $599K 0.01% +3,991 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,974 shares; 2026Q2: 9,982 shares 9,982 $592K 0.01% +1,008 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,268 shares; 2024Q4: 8,192 shares; 2025Q1: 150,309 shares; 2025Q2: 5,351 shares; 2025Q3: 4,904 shares; 2025Q4: 4,911 shares; 2026Q1: 6,502 shares; 2026Q2: 7,162 shares 7,162 $592K 0.01% +660 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,169 shares; 2024Q4: 15,568 shares; 2025Q1: 21,891 shares; 2025Q2: 15,684 shares; 2025Q3: 15,739 shares; 2025Q4: 14,804 shares; 2026Q1: 14,858 shares; 2026Q2: 18,952 shares 18,952 $589K 0.01% +4,094 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,151 shares; 2025Q2: 5,017 shares; 2025Q3: 5,452 shares; 2025Q4: 8,685 shares; 2026Q1: 8,246 shares; 2026Q2: 5,871 shares 5,871 $588K 0.01% -2,375 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,721 shares; 2024Q4: 13,476 shares; 2025Q1: 13,411 shares; 2025Q2: 12,271 shares; 2025Q3: 11,961 shares; 2025Q4: 11,127 shares; 2026Q1: 10,404 shares; 2026Q2: 10,314 shares 10,314 $588K 0.01% -90 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,842 shares; 2024Q4: 79,190 shares; 2025Q1: 73,770 shares; 2025Q2: 65,357 shares; 2025Q3: 50,807 shares; 2025Q4: 37,780 shares; 2026Q1: 48,246 shares; 2026Q2: 48,326 shares 48,326 $586K 0.01% +80 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,095 shares; 2024Q4: 18,405 shares; 2025Q1: 19,883 shares; 2025Q2: 12,996 shares; 2025Q3: 12,814 shares; 2025Q4: 12,899 shares; 2026Q1: 12,763 shares; 2026Q2: 11,943 shares 11,943 $580K 0.01% -820 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,913 shares; 2024Q4: 5,248 shares; 2025Q1: 3,737 shares; 2025Q2: 2,998 shares; 2025Q3: 2,656 shares; 2025Q4: 2,614 shares; 2026Q1: 2,503 shares; 2026Q2: 2,524 shares 2,524 $577K 0.01% +21 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 2,849 shares; 2025Q1: 14,547 shares; 2025Q2: 11,001 shares; 2025Q3: 10,674 shares; 2025Q4: 2,750 shares; 2026Q1: 2,497 shares; 2026Q2: 2,585 shares 2,585 $576K 0.01% +88 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,003 shares; 2024Q4: 11,086 shares; 2025Q1: 14,680 shares; 2025Q2: 10,948 shares; 2025Q3: 11,526 shares; 2025Q4: 9,578 shares; 2026Q1: 10,090 shares; 2026Q2: 8,589 shares 8,589 $576K 0.01% -1,501 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,609 shares; 2025Q1: 15,659 shares; 2025Q2: 15,609 shares; 2025Q3: 18,480 shares; 2025Q4: 21,480 shares; 2026Q1: 21,480 shares; 2026Q2: 21,480 shares 21,480 $573K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,021 shares; 2024Q4: 46,198 shares; 2025Q1: 74,490 shares; 2025Q2: 51,882 shares; 2025Q3: 52,128 shares; 2025Q4: 42,272 shares; 2026Q1: 40,697 shares; 2026Q2: 40,879 shares 40,879 $568K 0.01% +182 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,376 shares; 2024Q4: 1,430 shares; 2025Q1: 1,907 shares; 2025Q2: 1,203 shares; 2025Q3: 1,222 shares; 2025Q4: 1,119 shares; 2026Q1: 1,094 shares; 2026Q2: 1,046 shares 1,046 $567K 0.01% -48 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,431 shares; 2026Q1: 7,959 shares; 2026Q2: 7,288 shares 7,288 $567K 0.01% -671 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: 1,176 shares; 2025Q1: 1,193 shares; 2025Q2: 1,255 shares; 2025Q3: 1,269 shares; 2025Q4: 1,345 shares; 2026Q1: 1,394 shares; 2026Q2: 1,363 shares 1,363 $566K 0.01% -31 Timeline SMOM SYMMETRY PANORAMIC TR More: the full row for SYMMETRY PANORAMIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,153 shares; 2026Q1: 20,041 shares; 2026Q2: 20,305 shares 20,305 $565K 0.01% +264 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 645 shares; 2025Q4: 791 shares; 2026Q1: 806 shares; 2026Q2: 681 shares 681 $565K 0.01% -125 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,297 shares; 2024Q4: 7,752 shares; 2025Q1: 9,823 shares; 2025Q2: 8,564 shares; 2025Q3: 9,185 shares; 2025Q4: 9,602 shares; 2026Q1: 6,795 shares; 2026Q2: 6,652 shares 6,652 $563K 0.01% -143 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,101 shares; 2025Q2: 4,624 shares; 2025Q3: 10,699 shares; 2025Q4: 15,072 shares; 2026Q1: 16,526 shares; 2026Q2: 19,922 shares 19,922 $562K 0.01% +3,396 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,428 shares; 2024Q4: 3,366 shares; 2025Q1: 3,915 shares; 2025Q2: 4,211 shares; 2025Q3: 4,218 shares; 2025Q4: 4,274 shares; 2026Q1: 4,725 shares; 2026Q2: 4,945 shares 4,945 $558K 0.01% +220 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,138 shares; 2024Q4: 9,507 shares; 2025Q1: 12,406 shares; 2025Q2: 10,182 shares; 2025Q3: 8,842 shares; 2025Q4: 8,846 shares; 2026Q1: 6,830 shares; 2026Q2: 6,419 shares 6,419 $555K 0.01% -411 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,069 shares; 2024Q4: 72,261 shares; 2025Q1: 100,691 shares; 2025Q2: 71,535 shares; 2025Q3: 35,270 shares; 2025Q4: 35,854 shares; 2026Q1: 35,237 shares; 2026Q2: 30,576 shares 30,576 $553K 0.01% -4,661 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,032 shares; 2024Q4: 48,352 shares; 2025Q1: 593,025 shares; 2025Q2: 35,551 shares; 2025Q3: 19,871 shares; 2025Q4: 24,143 shares; 2026Q1: 24,878 shares; 2026Q2: 24,618 shares 24,618 $549K 0.01% -260 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,274 shares; 2024Q4: 4,610 shares; 2025Q1: 30,090 shares; 2025Q2: 18,760 shares; 2025Q3: 28,715 shares; 2025Q4: 22,745 shares; 2026Q1: 6,633 shares; 2026Q2: 5,974 shares 5,974 $548K 0.01% -659 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,845 shares; 2024Q4: 8,712 shares; 2025Q1: 9,142 shares; 2025Q2: 8,396 shares; 2025Q3: 8,424 shares; 2025Q4: 7,656 shares; 2026Q1: 7,756 shares; 2026Q2: 7,576 shares 7,576 $548K 0.01% -180 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,399 shares; 2024Q4: 5,129 shares; 2025Q1: 5,937 shares; 2025Q2: 5,342 shares; 2025Q3: 5,050 shares; 2025Q4: 5,772 shares; 2026Q1: 6,055 shares; 2026Q2: 5,058 shares 5,058 $546K 0.01% -997 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,025 shares; 2025Q4: 7,294 shares; 2026Q1: not reported; 2026Q2: 11,068 shares 11,068 $543K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,034 shares; 2024Q4: 6,979 shares; 2025Q1: 8,061 shares; 2025Q2: 7,089 shares; 2025Q3: 8,313 shares; 2025Q4: 7,049 shares; 2026Q1: 6,860 shares; 2026Q2: 6,660 shares 6,660 $541K 0.01% -200 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 739 shares; 2026Q1: 1,135 shares; 2026Q2: 1,479 shares 1,479 $540K 0.01% +344 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,033 shares; 2024Q4: 7,094 shares; 2025Q1: 7,656 shares; 2025Q2: 7,263 shares; 2025Q3: 7,269 shares; 2025Q4: 7,265 shares; 2026Q1: 7,011 shares; 2026Q2: 7,005 shares 7,005 $537K 0.01% -6 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,593 shares; 2024Q4: 6,545 shares; 2025Q1: 13,488 shares; 2025Q2: 6,546 shares; 2025Q3: 6,587 shares; 2025Q4: 6,587 shares; 2026Q1: 6,628 shares; 2026Q2: 5,907 shares 5,907 $536K 0.01% -721 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,185 shares; 2026Q1: 3,008 shares; 2026Q2: 3,283 shares 3,283 $536K 0.01% +275 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,283 shares; 2024Q4: 17,811 shares; 2025Q1: 24,893 shares; 2025Q2: 16,348 shares; 2025Q3: 16,860 shares; 2025Q4: 20,942 shares; 2026Q1: 20,515 shares; 2026Q2: 20,074 shares 20,074 $535K 0.01% -441 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,663 shares; 2024Q4: 32,663 shares; 2025Q1: 29,766 shares; 2025Q2: 26,578 shares; 2025Q3: 26,578 shares; 2025Q4: 26,578 shares; 2026Q1: 26,578 shares; 2026Q2: 24,113 shares 24,113 $531K 0.01% -2,465 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,919 shares; 2024Q4: 8,292 shares; 2025Q1: 10,638 shares; 2025Q2: 9,649 shares; 2025Q3: 9,689 shares; 2025Q4: 10,174 shares; 2026Q1: 10,338 shares; 2026Q2: 11,309 shares 11,309 $527K 0.01% +971 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,596 shares; 2024Q4: 2,544 shares; 2025Q1: 2,863 shares; 2025Q2: 2,842 shares; 2025Q3: 3,114 shares; 2025Q4: 3,268 shares; 2026Q1: 3,290 shares; 2026Q2: 3,109 shares 3,109 $527K 0.01% -181 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,787 shares; 2024Q4: 3,363 shares; 2025Q1: 3,927 shares; 2025Q2: 3,043 shares; 2025Q3: 3,011 shares; 2025Q4: 2,506 shares; 2026Q1: 3,917 shares; 2026Q2: 4,216 shares 4,216 $525K 0.01% +299 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,079 shares; 2024Q4: 3,274 shares; 2025Q1: 2,636 shares; 2025Q2: 4,055 shares; 2025Q3: 3,751 shares; 2025Q4: 3,226 shares; 2026Q1: 3,030 shares; 2026Q2: 2,427 shares 2,427 $524K 0.01% -603 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,847 shares; 2024Q4: 10,477 shares; 2025Q1: 50,644 shares; 2025Q2: 9,622 shares; 2025Q3: 7,784 shares; 2025Q4: 7,921 shares; 2026Q1: 7,718 shares; 2026Q2: 7,304 shares 7,304 $524K 0.01% -414 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,396 shares; 2024Q4: 18,442 shares; 2025Q1: 19,972 shares; 2025Q2: 16,654 shares; 2025Q3: 16,552 shares; 2025Q4: 14,512 shares; 2026Q1: 12,523 shares; 2026Q2: 11,364 shares 11,364 $524K 0.01% -1,159 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,486 shares; 2026Q1: 12,293 shares; 2026Q2: 11,215 shares 11,215 $524K 0.01% -1,078 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,284 shares; 2024Q4: 3,388 shares; 2025Q1: 9,966 shares; 2025Q2: 3,562 shares; 2025Q3: 3,966 shares; 2025Q4: 3,922 shares; 2026Q1: 4,749 shares; 2026Q2: 5,192 shares 5,192 $523K 0.01% +443 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,651 shares; 2025Q4: 17,651 shares; 2026Q1: 17,651 shares; 2026Q2: 19,976 shares 19,976 $523K 0.01% +2,325 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,151 shares; 2024Q4: 1,095 shares; 2025Q1: 1,120 shares; 2025Q2: 1,089 shares; 2025Q3: 1,975 shares; 2025Q4: 1,977 shares; 2026Q1: 1,841 shares; 2026Q2: 1,765 shares 1,765 $522K 0.01% -76 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,791 shares; 2024Q4: 28,006 shares; 2025Q1: 26,077 shares; 2025Q2: 24,251 shares; 2025Q3: 23,495 shares; 2025Q4: 21,716 shares; 2026Q1: 19,493 shares; 2026Q2: 18,854 shares 18,854 $522K 0.01% -639 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,308 shares; 2024Q4: 48,098 shares; 2025Q1: 54,511 shares; 2025Q2: 41,200 shares; 2025Q3: 35,038 shares; 2025Q4: 23,978 shares; 2026Q1: 25,884 shares; 2026Q2: 21,230 shares 21,230 $521K 0.01% -4,654 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: not reported; 2025Q3: 741 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 890 shares 890 $514K <0.01% +146 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,647 shares; 2024Q4: 20,474 shares; 2025Q1: 5,823 shares; 2025Q2: 6,293 shares; 2025Q3: 5,557 shares; 2025Q4: 5,483 shares; 2026Q1: 5,359 shares; 2026Q2: 5,343 shares 5,343 $514K <0.01% -16 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares; 2025Q4: 3,100 shares; 2026Q1: 7,507 shares; 2026Q2: 6,747 shares 6,747 $509K <0.01% -760 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631 shares; 2024Q4: 636 shares; 2025Q1: 1,516 shares; 2025Q2: 1,152 shares; 2025Q3: 1,166 shares; 2025Q4: 1,312 shares; 2026Q1: 1,288 shares; 2026Q2: 1,109 shares 1,109 $509K <0.01% -179 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,615 shares; 2024Q4: 3,596 shares; 2025Q1: 5,953 shares; 2025Q2: 5,634 shares; 2025Q3: 4,778 shares; 2025Q4: 4,633 shares; 2026Q1: 4,675 shares; 2026Q2: 4,578 shares 4,578 $506K <0.01% -97 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,238 shares; 2024Q4: 33,036 shares; 2025Q1: 35,024 shares; 2025Q2: 35,469 shares; 2025Q3: 36,200 shares; 2025Q4: 36,507 shares; 2026Q1: 35,807 shares; 2026Q2: 36,606 shares 36,606 $505K <0.01% +799 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,953 shares; 2024Q4: 8,260 shares; 2025Q1: 8,453 shares; 2025Q2: 6,889 shares; 2025Q3: 6,954 shares; 2025Q4: 7,491 shares; 2026Q1: 7,308 shares; 2026Q2: 7,318 shares 7,318 $501K <0.01% +10 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,593 shares; 2024Q4: 26,399 shares; 2025Q1: 29,695 shares; 2025Q2: 28,055 shares; 2025Q3: 26,671 shares; 2025Q4: 10,799 shares; 2026Q1: 8,335 shares; 2026Q2: 4,003 shares 4,003 $498K <0.01% -4,332 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,372 shares; 2025Q2: 3,794 shares; 2025Q3: 3,809 shares; 2025Q4: 3,781 shares; 2026Q1: 3,782 shares; 2026Q2: 3,587 shares 3,587 $496K <0.01% -195 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares 17,000 $487K <0.01% 0 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,304 shares; 2024Q4: 5,304 shares; 2025Q1: 5,304 shares; 2025Q2: 5,304 shares; 2025Q3: 5,304 shares; 2025Q4: 5,304 shares; 2026Q1: 5,304 shares; 2026Q2: 5,304 shares 5,304 $485K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,750 shares; 2024Q4: 11,755 shares; 2025Q1: 12,183 shares; 2025Q2: 10,437 shares; 2025Q3: 10,478 shares; 2025Q4: 10,682 shares; 2026Q1: 10,739 shares; 2026Q2: 9,292 shares 9,292 $484K <0.01% -1,447 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,129 shares; 2026Q1: 11,996 shares; 2026Q2: 11,886 shares 11,886 $483K <0.01% -110 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,075 shares; 2025Q2: 20,431 shares; 2025Q3: 20,506 shares; 2025Q4: 19,296 shares; 2026Q1: 19,417 shares; 2026Q2: 18,584 shares 18,584 $482K <0.01% -833 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,892 shares; 2024Q4: 4,610 shares; 2025Q1: 4,615 shares; 2025Q2: 4,583 shares; 2025Q3: 4,752 shares; 2025Q4: 4,529 shares; 2026Q1: 4,620 shares; 2026Q2: 4,424 shares 4,424 $479K <0.01% -196 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,055 shares; 2024Q4: 5,826 shares; 2025Q1: 8,402 shares; 2025Q2: 6,057 shares; 2025Q3: 6,254 shares; 2025Q4: 6,127 shares; 2026Q1: 6,043 shares; 2026Q2: 6,154 shares 6,154 $475K <0.01% +111 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,212 shares; 2025Q3: 4,278 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares; 2026Q2: 2,708 shares 2,708 $470K <0.01% -467 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,430 shares; 2024Q4: 2,552 shares; 2025Q1: 8,101 shares; 2025Q2: 1,907 shares; 2025Q3: 1,749 shares; 2025Q4: 1,787 shares; 2026Q1: 1,620 shares; 2026Q2: 1,533 shares 1,533 $470K <0.01% -87 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,016 shares; 2024Q4: 20,738 shares; 2025Q1: 22,429 shares; 2025Q2: 20,626 shares; 2025Q3: 20,634 shares; 2025Q4: 20,913 shares; 2026Q1: 19,672 shares; 2026Q2: 19,886 shares 19,886 $469K <0.01% +214 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,783 shares; 2024Q4: 4,644 shares; 2025Q1: 5,092 shares; 2025Q2: 4,057 shares; 2025Q3: 4,019 shares; 2025Q4: 4,084 shares; 2026Q1: 4,034 shares; 2026Q2: 3,928 shares 3,928 $468K <0.01% -106 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,865 shares; 2026Q2: 13,865 shares 13,865 $468K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,999 shares; 2024Q4: 12,874 shares; 2025Q1: 16,423 shares; 2025Q2: 12,841 shares; 2025Q3: 16,782 shares; 2025Q4: 12,863 shares; 2026Q1: 9,713 shares; 2026Q2: 10,229 shares 10,229 $466K <0.01% +516 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,583 shares; 2026Q2: 11,583 shares 11,583 $461K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,242 shares; 2024Q4: 2,269 shares; 2025Q1: 2,872 shares; 2025Q2: 2,228 shares; 2025Q3: 2,174 shares; 2025Q4: 1,551 shares; 2026Q1: 1,575 shares; 2026Q2: 1,967 shares 1,967 $458K <0.01% +392 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,113 shares; 2024Q4: 11,730 shares; 2025Q1: 27,543 shares; 2025Q2: 20,155 shares; 2025Q3: 25,869 shares; 2025Q4: 24,745 shares; 2026Q1: 24,945 shares; 2026Q2: 24,715 shares 24,715 $458K <0.01% -230 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,144 shares; 2025Q1: 1,685 shares; 2025Q2: 1,297 shares; 2025Q3: 1,353 shares; 2025Q4: 1,662 shares; 2026Q1: 1,544 shares; 2026Q2: 1,545 shares 1,545 $456K <0.01% +1 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,997 shares; 2024Q4: 6,675 shares; 2025Q1: 47,328 shares; 2025Q2: 5,814 shares; 2025Q3: 3,685 shares; 2025Q4: 4,504 shares; 2026Q1: 4,320 shares; 2026Q2: 3,868 shares 3,868 $454K <0.01% -452 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,494 shares; 2026Q1: 8,513 shares; 2026Q2: 8,462 shares 8,462 $451K <0.01% -51 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,156 shares; 2025Q1: 4,029 shares; 2025Q2: 3,286 shares; 2025Q3: 2,153 shares; 2025Q4: 2,129 shares; 2026Q1: 2,101 shares; 2026Q2: 2,182 shares 2,182 $450K <0.01% +81 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 862 shares; 2024Q4: 1,157 shares; 2025Q1: 887 shares; 2025Q2: 963 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares; 2026Q2: 1,307 shares 1,307 $449K <0.01% 0 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 10,575 shares; 2025Q1: 15,588 shares; 2025Q2: 24,494 shares; 2025Q3: 24,565 shares; 2025Q4: 25,523 shares; 2026Q1: 27,647 shares; 2026Q2: 21,343 shares 21,343 $449K <0.01% -6,304 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,719 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,825 shares; 2026Q1: 11,343 shares; 2026Q2: 11,483 shares 11,483 $448K <0.01% +140 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 805 shares; 2025Q3: 841 shares; 2025Q4: 1,283 shares; 2026Q1: 1,315 shares; 2026Q2: 6,790 shares 6,790 $447K <0.01% +5,475 Timeline CHRN CHRONOSCALE HOLDINGS CORP More: the full row for CHRONOSCALE HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $444K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,708 shares; 2024Q4: 6,006 shares; 2025Q1: 6,462 shares; 2025Q2: 5,391 shares; 2025Q3: 4,758 shares; 2025Q4: 2,498 shares; 2026Q1: 2,007 shares; 2026Q2: 1,800 shares 1,800 $442K <0.01% -207 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,920 shares 2,920 $441K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,810 shares; 2024Q4: 44,990 shares; 2025Q1: 45,916 shares; 2025Q2: 45,116 shares; 2025Q3: 45,439 shares; 2025Q4: 45,800 shares; 2026Q1: 45,436 shares; 2026Q2: 45,805 shares 45,805 $439K <0.01% +369 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,925 shares; 2024Q4: 11,146 shares; 2025Q1: 9,837 shares; 2025Q2: 16,355 shares; 2025Q3: 13,734 shares; 2025Q4: 11,542 shares; 2026Q1: 3,148 shares; 2026Q2: 1,723 shares 1,723 $438K <0.01% -1,425 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,857 shares; 2024Q4: 5,867 shares; 2025Q1: 7,159 shares; 2025Q2: 6,251 shares; 2025Q3: 6,282 shares; 2025Q4: 5,962 shares; 2026Q1: 5,573 shares; 2026Q2: 5,730 shares 5,730 $436K <0.01% +157 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,976 shares; 2024Q4: 7,679 shares; 2025Q1: 8,157 shares; 2025Q2: 4,649 shares; 2025Q3: 4,880 shares; 2025Q4: 4,768 shares; 2026Q1: 5,395 shares; 2026Q2: 5,190 shares 5,190 $434K <0.01% -205 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,295 shares; 2026Q2: 1,238 shares 1,238 $434K <0.01% -57 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: 1,220 shares; 2025Q1: 1,214 shares; 2025Q2: 1,196 shares; 2025Q3: 1,196 shares; 2025Q4: 1,203 shares; 2026Q1: 1,202 shares; 2026Q2: 1,210 shares 1,210 $431K <0.01% +8 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,576 shares; 2024Q4: 31,609 shares; 2025Q1: 36,866 shares; 2025Q2: 27,875 shares; 2025Q3: 26,027 shares; 2025Q4: 23,046 shares; 2026Q1: 10,699 shares; 2026Q2: 12,375 shares 12,375 $431K <0.01% +1,676 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,446 shares; 2026Q2: 9,380 shares 9,380 $427K <0.01% -66 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,835 shares; 2024Q4: 12,016 shares; 2025Q1: 9,527 shares; 2025Q2: 9,286 shares; 2025Q3: 8,982 shares; 2025Q4: 9,448 shares; 2026Q1: 6,439 shares; 2026Q2: 5,719 shares 5,719 $426K <0.01% -720 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,877 shares; 2025Q2: 3,440 shares; 2025Q3: not reported; 2025Q4: 4,073 shares; 2026Q1: 5,592 shares; 2026Q2: 5,933 shares 5,933 $426K <0.01% +341 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: 4,541 shares; 2025Q1: 8,515 shares; 2025Q2: 5,909 shares; 2025Q3: 6,114 shares; 2025Q4: 6,053 shares; 2026Q1: 5,707 shares; 2026Q2: 5,578 shares 5,578 $426K <0.01% -129 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,131 shares; 2024Q4: 2,945 shares; 2025Q1: 3,300 shares; 2025Q2: 2,697 shares; 2025Q3: 2,948 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares; 2026Q2: 2,757 shares 2,757 $425K <0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,187 shares; 2024Q4: 4,374 shares; 2025Q1: 4,325 shares; 2025Q2: 4,126 shares; 2025Q3: 4,127 shares; 2025Q4: 4,128 shares; 2026Q1: 3,928 shares; 2026Q2: 3,929 shares 3,929 $424K <0.01% +1 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,720 shares; 2024Q4: 10,720 shares; 2025Q1: 18,067 shares; 2025Q2: 10,904 shares; 2025Q3: 10,904 shares; 2025Q4: 10,319 shares; 2026Q1: 10,529 shares; 2026Q2: 10,529 shares 10,529 $424K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,054 shares; 2024Q4: 14,998 shares; 2025Q1: 17,336 shares; 2025Q2: 10,000 shares; 2025Q3: 9,646 shares; 2025Q4: 9,748 shares; 2026Q1: 13,573 shares; 2026Q2: 8,990 shares 8,990 $418K <0.01% -4,583 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,132 shares; 2025Q4: 2,293 shares; 2026Q1: 2,316 shares; 2026Q2: 3,069 shares 3,069 $417K <0.01% +753 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,178 shares; 2026Q2: 5,554 shares 5,554 $416K <0.01% -624 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,409 shares; 2024Q4: 5,247 shares; 2025Q1: 6,298 shares; 2025Q2: 5,720 shares; 2025Q3: 5,575 shares; 2025Q4: 5,446 shares; 2026Q1: 5,768 shares; 2026Q2: 5,806 shares 5,806 $415K <0.01% +38 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,111 shares; 2024Q4: 4,103 shares; 2025Q1: 5,378 shares; 2025Q2: 4,414 shares; 2025Q3: 4,558 shares; 2025Q4: 4,779 shares; 2026Q1: 4,615 shares; 2026Q2: 4,620 shares 4,620 $411K <0.01% +5 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,927 shares 8,927 $408K <0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,319 shares; 2024Q4: 3,508 shares; 2025Q1: 12,209 shares; 2025Q2: 3,328 shares; 2025Q3: 2,227 shares; 2025Q4: 2,253 shares; 2026Q1: 2,594 shares; 2026Q2: 2,758 shares 2,758 $407K <0.01% +164 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,356 shares; 2024Q4: 3,974 shares; 2025Q1: 2,722 shares; 2025Q2: 2,115 shares; 2025Q3: 2,131 shares; 2025Q4: 2,253 shares; 2026Q1: 1,591 shares; 2026Q2: 1,590 shares 1,590 $407K <0.01% -1 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,766 shares; 2025Q2: not reported; 2025Q3: 12,140 shares; 2025Q4: 14,036 shares; 2026Q1: 14,292 shares; 2026Q2: 14,847 shares 14,847 $406K <0.01% +555 Timeline IMTX IMMATICS N.V More: the full row for IMMATICS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares; 2026Q2: 40,000 shares 40,000 $405K <0.01% +10,000 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 868 shares; 2025Q1: 862 shares; 2025Q2: 953 shares; 2025Q3: 1,046 shares; 2025Q4: 804 shares; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $404K <0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,188 shares; 2024Q4: 2,198 shares; 2025Q1: 3,979 shares; 2025Q2: 1,578 shares; 2025Q3: 2,089 shares; 2025Q4: 2,170 shares; 2026Q1: 1,985 shares; 2026Q2: 2,572 shares 2,572 $404K <0.01% +587 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,882 shares; 2024Q4: 15,614 shares; 2025Q1: 15,881 shares; 2025Q2: 11,682 shares; 2025Q3: 11,654 shares; 2025Q4: 9,992 shares; 2026Q1: 3,251 shares; 2026Q2: 3,624 shares 3,624 $403K <0.01% +373 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,696 shares; 2024Q4: 8,924 shares; 2025Q1: 9,374 shares; 2025Q2: 9,471 shares; 2025Q3: 9,438 shares; 2025Q4: 9,518 shares; 2026Q1: 9,928 shares; 2026Q2: 9,858 shares 9,858 $403K <0.01% -70 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,680 shares; 2024Q4: 5,753 shares; 2025Q1: 6,173 shares; 2025Q2: 5,908 shares; 2025Q3: 5,994 shares; 2025Q4: 5,814 shares; 2026Q1: 5,765 shares; 2026Q2: 5,715 shares 5,715 $403K <0.01% -50 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 469 shares 469 $402K <0.01% +119 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,270 shares; 2024Q4: 3,828 shares; 2025Q1: 3,685 shares; 2025Q2: 3,694 shares; 2025Q3: 3,732 shares; 2025Q4: 3,684 shares; 2026Q1: 3,784 shares; 2026Q2: 3,783 shares 3,783 $400K <0.01% -1 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,544 shares; 2025Q3: 6,699 shares; 2025Q4: 6,851 shares; 2026Q1: 7,008 shares; 2026Q2: 7,168 shares 7,168 $400K <0.01% +160 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,530 shares; 2024Q4: 9,884 shares; 2025Q1: 10,169 shares; 2025Q2: 9,007 shares; 2025Q3: 8,639 shares; 2025Q4: 7,744 shares; 2026Q1: 2,955 shares; 2026Q2: 1,531 shares 1,531 $400K <0.01% -1,424 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,572 shares; 2026Q2: 6,304 shares 6,304 $400K <0.01% +732 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,971 shares; 2026Q2: 4,947 shares 4,947 $397K <0.01% -20,024 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,409 shares; 2024Q4: 4,527 shares; 2025Q1: 10,163 shares; 2025Q2: 5,740 shares; 2025Q3: 6,567 shares; 2025Q4: 6,439 shares; 2026Q1: 5,273 shares; 2026Q2: 5,198 shares 5,198 $397K <0.01% -75 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 11,558 shares; 2025Q4: 14,898 shares; 2026Q1: 16,072 shares; 2026Q2: 17,266 shares 17,266 $395K <0.01% +1,194 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,105 shares; 2025Q3: 12,599 shares; 2025Q4: 15,971 shares; 2026Q1: 16,560 shares; 2026Q2: 17,839 shares 17,839 $395K <0.01% +1,279 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 422 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 303 shares; 2026Q1: 297 shares; 2026Q2: 202 shares 202 $395K <0.01% -95 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,278 shares; 2026Q1: 16,879 shares; 2026Q2: 18,203 shares 18,203 $394K <0.01% +1,324 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,311 shares; 2025Q3: 11,797 shares; 2025Q4: 15,784 shares; 2026Q1: 16,369 shares; 2026Q2: 17,605 shares 17,605 $394K <0.01% +1,236 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,863 shares; 2024Q4: 2,863 shares; 2025Q1: 7,157 shares; 2025Q2: 2,793 shares; 2025Q3: 2,784 shares; 2025Q4: 2,281 shares; 2026Q1: 2,502 shares; 2026Q2: 2,952 shares 2,952 $390K <0.01% +450 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,725 shares; 2024Q4: 3,390 shares; 2025Q1: 4,759 shares; 2025Q2: 3,666 shares; 2025Q3: 3,462 shares; 2025Q4: 2,664 shares; 2026Q1: 2,358 shares; 2026Q2: 2,336 shares 2,336 $389K <0.01% -22 Timeline OCTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,361 shares; 2026Q2: 14,244 shares 14,244 $388K <0.01% +5,883 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,290 shares; 2024Q4: 19,010 shares; 2025Q1: 20,776 shares; 2025Q2: 17,324 shares; 2025Q3: 16,497 shares; 2025Q4: 15,768 shares; 2026Q1: 11,571 shares; 2026Q2: 8,950 shares 8,950 $386K <0.01% -2,621 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,238 shares; 2024Q4: 3,654 shares; 2025Q1: 4,006 shares; 2025Q2: 3,427 shares; 2025Q3: 3,414 shares; 2025Q4: 3,574 shares; 2026Q1: 3,449 shares; 2026Q2: 3,467 shares 3,467 $383K <0.01% +18 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,869 shares; 2024Q4: 7,219 shares; 2025Q1: 7,986 shares; 2025Q2: 8,010 shares; 2025Q3: 7,958 shares; 2025Q4: 7,752 shares; 2026Q1: 7,865 shares; 2026Q2: 9,391 shares 9,391 $380K <0.01% +1,526 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,805 shares; 2025Q1: 3,806 shares; 2025Q2: 4,075 shares; 2025Q3: 3,592 shares; 2025Q4: not reported; 2026Q1: 3,926 shares; 2026Q2: 3,731 shares 3,731 $380K <0.01% -195 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,524 shares; 2024Q4: 4,787 shares; 2025Q1: 6,744 shares; 2025Q2: 4,718 shares; 2025Q3: 4,625 shares; 2025Q4: 4,666 shares; 2026Q1: 4,970 shares; 2026Q2: 4,710 shares 4,710 $378K <0.01% -260 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,679 shares; 2026Q1: 7,704 shares; 2026Q2: 7,151 shares 7,151 $377K <0.01% -553 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,990 shares; 2024Q4: 3,685 shares; 2025Q1: 5,135 shares; 2025Q2: 3,240 shares; 2025Q3: 3,333 shares; 2025Q4: 3,192 shares; 2026Q1: 3,190 shares; 2026Q2: 2,836 shares 2,836 $376K <0.01% -354 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,167 shares; 2024Q4: 4,866 shares; 2025Q1: 5,922 shares; 2025Q2: 4,562 shares; 2025Q3: 4,850 shares; 2025Q4: 4,445 shares; 2026Q1: 4,163 shares; 2026Q2: 3,891 shares 3,891 $375K <0.01% -272 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,234 shares; 2024Q4: 9,171 shares; 2025Q1: 9,148 shares; 2025Q2: 9,148 shares; 2025Q3: 8,647 shares; 2025Q4: 8,049 shares; 2026Q1: 8,025 shares; 2026Q2: 8,015 shares 8,015 $374K <0.01% -10 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,892 shares; 2024Q4: 23,129 shares; 2025Q1: 26,245 shares; 2025Q2: 30,338 shares; 2025Q3: 30,724 shares; 2025Q4: 38,813 shares; 2026Q1: 33,896 shares; 2026Q2: 34,258 shares 34,258 $373K <0.01% +362 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,146 shares; 2024Q4: 2,188 shares; 2025Q1: 3,171 shares; 2025Q2: 2,334 shares; 2025Q3: 2,350 shares; 2025Q4: 2,682 shares; 2026Q1: 2,741 shares; 2026Q2: 2,441 shares 2,441 $372K <0.01% -300 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,877 shares; 2024Q4: 13,173 shares; 2025Q1: 17,512 shares; 2025Q2: 15,546 shares; 2025Q3: 16,677 shares; 2025Q4: 17,469 shares; 2026Q1: 16,404 shares; 2026Q2: 15,668 shares 15,668 $370K <0.01% -736 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314 shares; 2024Q4: 1,020 shares; 2025Q1: 1,484 shares; 2025Q2: 1,203 shares; 2025Q3: 1,212 shares; 2025Q4: 1,300 shares; 2026Q1: 844 shares; 2026Q2: 957 shares 957 $370K <0.01% +113 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,608 shares; 2025Q2: 9,547 shares; 2025Q3: 10,435 shares; 2025Q4: 11,269 shares; 2026Q1: 10,604 shares; 2026Q2: 10,595 shares 10,595 $369K <0.01% -9 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,382 shares; 2024Q4: 17,943 shares; 2025Q1: 12,986 shares; 2025Q2: 8,686 shares; 2025Q3: 8,666 shares; 2025Q4: 6,305 shares; 2026Q1: 5,662 shares; 2026Q2: 4,484 shares 4,484 $368K <0.01% -1,178 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,546 shares; 2024Q4: 26,047 shares; 2025Q1: 30,413 shares; 2025Q2: 29,789 shares; 2025Q3: 29,117 shares; 2025Q4: 22,293 shares; 2026Q1: 20,946 shares; 2026Q2: 21,213 shares 21,213 $368K <0.01% +267 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,431 shares; 2024Q4: 2,447 shares; 2025Q1: 2,603 shares; 2025Q2: 2,603 shares; 2025Q3: 2,636 shares; 2025Q4: 2,690 shares; 2026Q1: 2,788 shares; 2026Q2: 2,870 shares 2,870 $368K <0.01% +82 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,195 shares; 2026Q2: 9,195 shares 9,195 $365K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,775 shares; 2024Q4: 16,356 shares; 2025Q1: 13,937 shares; 2025Q2: 11,307 shares; 2025Q3: 10,398 shares; 2025Q4: 8,028 shares; 2026Q1: 3,005 shares; 2026Q2: 2,966 shares 2,966 $363K <0.01% -39 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,223 shares; 2024Q4: 3,640 shares; 2025Q1: 3,611 shares; 2025Q2: 2,253 shares; 2025Q3: 2,237 shares; 2025Q4: 2,295 shares; 2026Q1: 2,141 shares; 2026Q2: 1,928 shares 1,928 $363K <0.01% -213 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,869 shares; 2024Q4: 4,018 shares; 2025Q1: 4,465 shares; 2025Q2: not reported; 2025Q3: 4,258 shares; 2025Q4: 4,993 shares; 2026Q1: 5,535 shares; 2026Q2: 4,718 shares 4,718 $361K <0.01% -817 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,328 shares; 2025Q2: 2,971 shares; 2025Q3: 3,079 shares; 2025Q4: 2,970 shares; 2026Q1: 3,167 shares; 2026Q2: 3,230 shares 3,230 $361K <0.01% +63 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,459 shares; 2024Q4: 13,168 shares; 2025Q1: 14,737 shares; 2025Q2: 14,087 shares; 2025Q3: 14,381 shares; 2025Q4: 14,562 shares; 2026Q1: 14,574 shares; 2026Q2: 14,392 shares 14,392 $361K <0.01% -182 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,471 shares; 2024Q4: 4,205 shares; 2025Q1: 20,846 shares; 2025Q2: 4,552 shares; 2025Q3: 4,483 shares; 2025Q4: 3,384 shares; 2026Q1: 3,436 shares; 2026Q2: 3,436 shares 3,436 $361K <0.01% 0 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,744 shares; 2026Q2: 14,715 shares 14,715 $358K <0.01% +4,971 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,651 shares; 2025Q4: 5,975 shares; 2026Q1: not reported; 2026Q2: 5,574 shares 5,574 $358K <0.01% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,627 shares; 2024Q4: 6,740 shares; 2025Q1: 6,791 shares; 2025Q2: 6,873 shares; 2025Q3: 6,953 shares; 2025Q4: 7,056 shares; 2026Q1: 7,105 shares; 2026Q2: 7,180 shares 7,180 $357K <0.01% +75 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,572 shares; 2024Q4: 1,646 shares; 2025Q1: 2,108 shares; 2025Q2: 1,456 shares; 2025Q3: 1,480 shares; 2025Q4: 1,549 shares; 2026Q1: 1,700 shares; 2026Q2: 1,718 shares 1,718 $352K <0.01% +18 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,702 shares; 2025Q4: 1,721 shares; 2026Q1: 1,686 shares; 2026Q2: 2,270 shares 2,270 $352K <0.01% +584 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,669 shares; 2025Q2: not reported; 2025Q3: 5,245 shares; 2025Q4: 4,849 shares; 2026Q1: 4,826 shares; 2026Q2: 6,044 shares 6,044 $350K <0.01% +1,218 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,159 shares; 2026Q1: 5,009 shares; 2026Q2: 5,595 shares 5,595 $350K <0.01% +586 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,325 shares; 2024Q4: 23,546 shares; 2025Q1: 23,349 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,323 shares; 2026Q1: 41,177 shares; 2026Q2: 41,426 shares 41,426 $350K <0.01% +249 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,542 shares; 2024Q4: 18,356 shares; 2025Q1: 19,279 shares; 2025Q2: 19,280 shares; 2025Q3: 19,385 shares; 2025Q4: 19,303 shares; 2026Q1: 18,291 shares; 2026Q2: 17,426 shares 17,426 $350K <0.01% -865 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,639 shares; 2026Q2: 4,985 shares 4,985 $349K <0.01% +346 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,375 shares; 2026Q2: 5,209 shares 5,209 $349K <0.01% +1,834 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,595 shares; 2024Q4: 24,989 shares; 2025Q1: 25,672 shares; 2025Q2: 24,174 shares; 2025Q3: 26,022 shares; 2025Q4: 20,028 shares; 2026Q1: 24,039 shares; 2026Q2: 26,265 shares 26,265 $349K <0.01% +2,226 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 3,256 shares; 2025Q1: 3,920 shares; 2025Q2: 3,058 shares; 2025Q3: 3,141 shares; 2025Q4: 2,561 shares; 2026Q1: 5,703 shares; 2026Q2: 2,686 shares 2,686 $348K <0.01% -3,017 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 829,936 shares; 2025Q2: 17,207 shares; 2025Q3: 17,207 shares; 2025Q4: 17,200 shares; 2026Q1: 17,200 shares; 2026Q2: 17,196 shares 17,196 $347K <0.01% -4 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,043 shares; 2024Q4: 2,836 shares; 2025Q1: 3,361 shares; 2025Q2: 2,527 shares; 2025Q3: 2,544 shares; 2025Q4: 1,803 shares; 2026Q1: 1,702 shares; 2026Q2: 1,838 shares 1,838 $347K <0.01% +136 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,824 shares; 2024Q4: 2,826 shares; 2025Q1: 6,558 shares; 2025Q2: 2,775 shares; 2025Q3: 2,716 shares; 2025Q4: 2,572 shares; 2026Q1: 2,616 shares; 2026Q2: 2,576 shares 2,576 $347K <0.01% -40 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,731 shares; 2025Q1: 21,199 shares; 2025Q2: 14,249 shares; 2025Q3: 16,990 shares; 2025Q4: 16,531 shares; 2026Q1: 12,372 shares; 2026Q2: 12,710 shares 12,710 $346K <0.01% +338 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,303 shares; 2024Q4: 1,889 shares; 2025Q1: 2,907 shares; 2025Q2: 2,093 shares; 2025Q3: 2,043 shares; 2025Q4: 1,996 shares; 2026Q1: 1,982 shares; 2026Q2: 1,967 shares 1,967 $345K <0.01% -15 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,969 shares; 2024Q4: 2,474 shares; 2025Q1: 2,310 shares; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,813 shares; 2026Q1: 1,829 shares; 2026Q2: 1,825 shares 1,825 $344K <0.01% -4 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,427 shares; 2024Q4: 7,202 shares; 2025Q1: 7,177 shares; 2025Q2: 9,516 shares; 2025Q3: 9,608 shares; 2025Q4: 9,586 shares; 2026Q1: 9,706 shares; 2026Q2: 9,713 shares 9,713 $343K <0.01% +7 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,998 shares; 2026Q1: 8,831 shares; 2026Q2: 9,031 shares 9,031 $343K <0.01% +200 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,392 shares; 2024Q4: 7,573 shares; 2025Q1: 7,994 shares; 2025Q2: 7,777 shares; 2025Q3: 7,554 shares; 2025Q4: 7,256 shares; 2026Q1: 7,228 shares; 2026Q2: 7,286 shares 7,286 $341K <0.01% +58 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,476 shares; 2026Q1: 1,689 shares; 2026Q2: 1,784 shares 1,784 $341K <0.01% +95 Timeline XTJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $340K <0.01% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,307 shares; 2026Q2: 7,082 shares 7,082 $335K <0.01% -225 Timeline FPWR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,435 shares; 2026Q1: 8,435 shares; 2026Q2: 8,935 shares 8,935 $335K <0.01% +500 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,707 shares; 2024Q4: 56,836 shares; 2025Q1: 100,035 shares; 2025Q2: 57,111 shares; 2025Q3: 59,388 shares; 2025Q4: 71,860 shares; 2026Q1: 49,254 shares; 2026Q2: 13,666 shares 13,666 $331K <0.01% -35,588 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,630 shares 1,630 $329K <0.01% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,389 shares; 2024Q4: 23,383 shares; 2025Q1: 23,421 shares; 2025Q2: 23,435 shares; 2025Q3: 23,435 shares; 2025Q4: 23,435 shares; 2026Q1: 23,465 shares; 2026Q2: 22,424 shares 22,424 $329K <0.01% -1,041 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,087 shares; 2024Q4: 2,699 shares; 2025Q1: 3,664 shares; 2025Q2: 2,157 shares; 2025Q3: 2,133 shares; 2025Q4: 2,142 shares; 2026Q1: 1,969 shares; 2026Q2: 1,673 shares 1,673 $325K <0.01% -296 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,965 shares; 2026Q1: 9,462 shares; 2026Q2: 8,700 shares 8,700 $325K <0.01% -762 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,945 shares; 2024Q4: 3,945 shares; 2025Q1: 4,786 shares; 2025Q2: 3,945 shares; 2025Q3: 3,945 shares; 2025Q4: 3,945 shares; 2026Q1: 4,061 shares; 2026Q2: 3,945 shares 3,945 $325K <0.01% -116 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,150 shares; 2024Q4: 5,306 shares; 2025Q1: 6,638 shares; 2025Q2: 4,133 shares; 2025Q3: 4,272 shares; 2025Q4: 3,807 shares; 2026Q1: 3,998 shares; 2026Q2: 4,011 shares 4,011 $324K <0.01% +13 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,040 shares; 2024Q4: 11,042 shares; 2025Q1: 11,196 shares; 2025Q2: 9,238 shares; 2025Q3: 9,427 shares; 2025Q4: 8,678 shares; 2026Q1: 8,953 shares; 2026Q2: 8,504 shares 8,504 $324K <0.01% -449 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424 shares; 2024Q4: 433 shares; 2025Q1: 547 shares; 2025Q2: 494 shares; 2025Q3: 516 shares; 2025Q4: 585 shares; 2026Q1: 635 shares; 2026Q2: 561 shares 561 $323K <0.01% -74 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,567 shares 7,567 $323K <0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,243 shares; 2024Q4: 10,425 shares; 2025Q1: 16,538 shares; 2025Q2: 10,760 shares; 2025Q3: 10,518 shares; 2025Q4: 9,897 shares; 2026Q1: 8,123 shares; 2026Q2: 8,241 shares 8,241 $322K <0.01% +118 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,973 shares; 2024Q4: 4,973 shares; 2025Q1: 5,140 shares; 2025Q2: 5,015 shares; 2025Q3: 5,035 shares; 2025Q4: 5,063 shares; 2026Q1: 5,105 shares; 2026Q2: 5,123 shares 5,123 $320K <0.01% +18 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,704 shares; 2024Q4: 28,804 shares; 2025Q1: 28,793 shares; 2025Q2: 67,988 shares; 2025Q3: 5,242 shares; 2025Q4: 5,260 shares; 2026Q1: 5,268 shares; 2026Q2: 3,651 shares 3,651 $319K <0.01% -1,617 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,049 shares; 2026Q2: 6,713 shares 6,713 $318K <0.01% -3,336 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: 1,607 shares; 2025Q1: 1,668 shares; 2025Q2: 1,609 shares; 2025Q3: 1,622 shares; 2025Q4: 1,643 shares; 2026Q1: 1,670 shares; 2026Q2: 1,512 shares 1,512 $318K <0.01% -158 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,374 shares; 2024Q4: 9,563 shares; 2025Q1: 11,494 shares; 2025Q2: 9,592 shares; 2025Q3: 9,744 shares; 2025Q4: 9,870 shares; 2026Q1: 8,953 shares; 2026Q2: 8,945 shares 8,945 $317K <0.01% -8 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,056 shares; 2024Q4: 9,960 shares; 2025Q1: 12,851 shares; 2025Q2: 10,966 shares; 2025Q3: 11,200 shares; 2025Q4: 10,875 shares; 2026Q1: 10,178 shares; 2026Q2: 7,422 shares 7,422 $317K <0.01% -2,756 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,525 shares; 2026Q1: 10,590 shares; 2026Q2: 34,566 shares 34,566 $317K <0.01% +23,976 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,698 shares; 2024Q4: 27,931 shares; 2025Q1: 39,552 shares; 2025Q2: 27,878 shares; 2025Q3: 26,330 shares; 2025Q4: 10,128 shares; 2026Q1: 7,712 shares; 2026Q2: 6,441 shares 6,441 $316K <0.01% -1,271 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,084 shares; 2024Q4: 13,828 shares; 2025Q1: 13,792 shares; 2025Q2: 13,892 shares; 2025Q3: 13,742 shares; 2025Q4: 11,560 shares; 2026Q1: 7,769 shares; 2026Q2: 7,430 shares 7,430 $315K <0.01% -339 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,043 shares; 2025Q2: 5,386 shares; 2025Q3: 7,409 shares; 2025Q4: 7,423 shares; 2026Q1: 11,523 shares; 2026Q2: 11,295 shares 11,295 $314K <0.01% -228 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,838 shares 3,838 $314K <0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,651 shares; 2024Q4: 8,214 shares; 2025Q1: 9,702 shares; 2025Q2: 7,227 shares; 2025Q3: 6,105 shares; 2025Q4: 5,932 shares; 2026Q1: 5,728 shares; 2026Q2: 5,458 shares 5,458 $312K <0.01% -270 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,934 shares; 2025Q4: 3,981 shares; 2026Q1: 3,971 shares; 2026Q2: 3,938 shares 3,938 $312K <0.01% -33 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790 shares; 2026Q2: 808 shares 808 $311K <0.01% +18 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,851 shares; 2024Q4: 2,927 shares; 2025Q1: 3,807 shares; 2025Q2: 2,900 shares; 2025Q3: 2,914 shares; 2025Q4: 2,929 shares; 2026Q1: 2,886 shares; 2026Q2: 2,713 shares 2,713 $311K <0.01% -173 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,291 shares 2,291 $311K <0.01% new Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,158 shares 6,158 $311K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,940 shares; 2025Q2: not reported; 2025Q3: 11,193 shares; 2025Q4: 13,237 shares; 2026Q1: 15,921 shares; 2026Q2: 17,303 shares 17,303 $310K <0.01% +1,382 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,856 shares; 2026Q2: 3,855 shares 3,855 $310K <0.01% -1 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,059 shares; 2025Q2: not reported; 2025Q3: 2,092 shares; 2025Q4: 2,139 shares; 2026Q1: 2,128 shares; 2026Q2: 2,111 shares 2,111 $309K <0.01% -17 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,390 shares; 2024Q4: 77,367 shares; 2025Q1: 133,462 shares; 2025Q2: 80,937 shares; 2025Q3: 86,025 shares; 2025Q4: 82,937 shares; 2026Q1: 47,823 shares; 2026Q2: 12,739 shares 12,739 $309K <0.01% -35,084 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: 10,920 shares; 2025Q2: 7,800 shares; 2025Q3: 8,475 shares; 2025Q4: 8,493 shares; 2026Q1: 9,102 shares; 2026Q2: 8,664 shares 8,664 $307K <0.01% -438 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,814 shares; 2025Q1: 7,250 shares; 2025Q2: 6,547 shares; 2025Q3: 5,583 shares; 2025Q4: 5,454 shares; 2026Q1: 6,851 shares; 2026Q2: 5,522 shares 5,522 $306K <0.01% -1,329 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,058 shares; 2024Q4: 13,021 shares; 2025Q1: 13,111 shares; 2025Q2: 11,652 shares; 2025Q3: 11,252 shares; 2025Q4: 11,183 shares; 2026Q1: 11,168 shares; 2026Q2: 11,086 shares 11,086 $306K <0.01% -82 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,495 shares; 2024Q4: 5,453 shares; 2025Q1: 8,622 shares; 2025Q2: 5,580 shares; 2025Q3: 5,443 shares; 2025Q4: 5,446 shares; 2026Q1: 4,786 shares; 2026Q2: 3,023 shares 3,023 $306K <0.01% -1,763 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,695 shares 10,695 $306K <0.01% new Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,395 shares; 2024Q4: 2,400 shares; 2025Q1: 2,794 shares; 2025Q2: not reported; 2025Q3: 2,388 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,401 shares 2,401 $305K <0.01% new Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,988 shares; 2024Q4: 4,151 shares; 2025Q1: 4,151 shares; 2025Q2: 4,158 shares; 2025Q3: 4,009 shares; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares; 2026Q2: 4,010 shares 4,010 $303K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,197 shares; 2025Q1: 2,293 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,116 shares; 2026Q1: 1,117 shares; 2026Q2: 1,121 shares 1,121 $301K <0.01% +4 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,560 shares; 2024Q4: 2,489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,136 shares; 2026Q1: 2,157 shares; 2026Q2: 2,216 shares 2,216 $299K <0.01% +59 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,193 shares; 2024Q4: 4,758 shares; 2025Q1: 8,460 shares; 2025Q2: 9,365 shares; 2025Q3: 6,187 shares; 2025Q4: 4,924 shares; 2026Q1: 3,064 shares; 2026Q2: 3,300 shares 3,300 $299K <0.01% +236 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,568 shares; 2024Q4: 11,816 shares; 2025Q1: 11,241 shares; 2025Q2: 9,896 shares; 2025Q3: 9,061 shares; 2025Q4: 8,491 shares; 2026Q1: 8,047 shares; 2026Q2: 8,073 shares 8,073 $298K <0.01% +26 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,173 shares; 2024Q4: 9,442 shares; 2025Q1: 17,688 shares; 2025Q2: 8,757 shares; 2025Q3: 9,447 shares; 2025Q4: 7,375 shares; 2026Q1: 7,550 shares; 2026Q2: 6,021 shares 6,021 $296K <0.01% -1,529 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,859 shares; 2024Q4: 4,920 shares; 2025Q1: 5,552 shares; 2025Q2: 5,292 shares; 2025Q3: 5,023 shares; 2025Q4: 4,585 shares; 2026Q1: 4,196 shares; 2026Q2: 4,111 shares 4,111 $294K <0.01% -85 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,938 shares; 2025Q3: 5,938 shares; 2025Q4: 5,957 shares; 2026Q1: 5,958 shares; 2026Q2: 5,958 shares 5,958 $294K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,802 shares; 2024Q4: 2,897 shares; 2025Q1: 3,928 shares; 2025Q2: 2,989 shares; 2025Q3: 3,123 shares; 2025Q4: 3,628 shares; 2026Q1: 3,684 shares; 2026Q2: 2,381 shares 2,381 $293K <0.01% -1,303 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,558 shares 1,558 $292K <0.01% new Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,046 shares 8,046 $292K <0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,190 shares; 2024Q4: 3,227 shares; 2025Q1: 4,214 shares; 2025Q2: 2,188 shares; 2025Q3: 2,251 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,561 shares 2,561 $291K <0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,437 shares 6,437 $290K <0.01% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,026 shares; 2025Q4: 3,763 shares; 2026Q1: 3,639 shares; 2026Q2: 2,176 shares 2,176 $290K <0.01% -1,463 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,936 shares; 2025Q4: 9,071 shares; 2026Q1: 8,952 shares; 2026Q2: 8,862 shares 8,862 $289K <0.01% -90 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,579 shares; 2026Q2: 5,711 shares 5,711 $288K <0.01% -868 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,357 shares; 2024Q4: 13,395 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,306 shares; 2026Q2: 12,119 shares 12,119 $286K <0.01% -187 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,767 shares; 2025Q1: 1,830 shares; 2025Q2: 1,773 shares; 2025Q3: 1,785 shares; 2025Q4: 1,767 shares; 2026Q1: 1,767 shares; 2026Q2: 2,017 shares 2,017 $286K <0.01% +250 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,998 shares; 2026Q1: 3,184 shares; 2026Q2: 3,191 shares 3,191 $285K <0.01% +7 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367 shares; 2024Q4: 1,378 shares; 2025Q1: 1,952 shares; 2025Q2: 1,048 shares; 2025Q3: 1,138 shares; 2025Q4: 1,049 shares; 2026Q1: 1,231 shares; 2026Q2: 1,199 shares 1,199 $285K <0.01% -32 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,627 shares; 2024Q4: 63,479 shares; 2025Q1: 73,534 shares; 2025Q2: 56,744 shares; 2025Q3: 11,767 shares; 2025Q4: 12,610 shares; 2026Q1: 18,289 shares; 2026Q2: 10,419 shares 10,419 $285K <0.01% -7,870 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,730 shares; 2025Q1: 10,831 shares; 2025Q2: 9,541 shares; 2025Q3: 29,492 shares; 2025Q4: 31,292 shares; 2026Q1: 28,650 shares; 2026Q2: 11,591 shares 11,591 $284K <0.01% -17,059 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,270 shares; 2025Q1: 7,164 shares; 2025Q2: 3,238 shares; 2025Q3: 3,238 shares; 2025Q4: 3,238 shares; 2026Q1: 3,445 shares; 2026Q2: 3,145 shares 3,145 $283K <0.01% -300 Timeline AIVC AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 2,950 shares; 2026Q2: 2,450 shares 2,450 $283K <0.01% -500 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,564 shares; 2025Q4: 5,101 shares; 2026Q1: 6,143 shares; 2026Q2: 4,986 shares 4,986 $279K <0.01% -1,157 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,049 shares; 2024Q4: 15,786 shares; 2025Q1: 98,107 shares; 2025Q2: 10,558 shares; 2025Q3: 10,400 shares; 2025Q4: 10,211 shares; 2026Q1: 10,215 shares; 2026Q2: 9,816 shares 9,816 $279K <0.01% -399 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,093 shares; 2025Q2: 10,087 shares; 2025Q3: 10,313 shares; 2025Q4: 10,402 shares; 2026Q1: 10,457 shares; 2026Q2: 10,349 shares 10,349 $278K <0.01% -108 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: not reported; 2025Q3: 5,955 shares; 2025Q4: 5,876 shares; 2026Q1: 6,047 shares; 2026Q2: 5,584 shares 5,584 $277K <0.01% -463 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,964 shares; 2024Q4: 29,512 shares; 2025Q1: 43,809 shares; 2025Q2: 28,314 shares; 2025Q3: 27,666 shares; 2025Q4: 26,936 shares; 2026Q1: 19,347 shares; 2026Q2: 4,004 shares 4,004 $277K <0.01% -15,343 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,127 shares; 2026Q2: 2,632 shares 2,632 $276K <0.01% +505 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 1,706 shares; 2026Q1: 3,556 shares; 2026Q2: 2,377 shares 2,377 $276K <0.01% -1,179 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 74 shares; 2025Q1: 375 shares; 2025Q2: 108 shares; 2025Q3: 124 shares; 2025Q4: 103 shares; 2026Q1: 109 shares; 2026Q2: 86 shares 86 $276K <0.01% -23 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,654 shares 9,654 $274K <0.01% new Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,480 shares; 2024Q4: 9,480 shares; 2025Q1: 9,888 shares; 2025Q2: 9,475 shares; 2025Q3: not reported; 2025Q4: 10,245 shares; 2026Q1: 10,223 shares; 2026Q2: 10,221 shares 10,221 $272K <0.01% -2 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,192 shares; 2026Q2: 5,233 shares 5,233 $271K <0.01% +41 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,987 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,499 shares; 2026Q1: 5,402 shares; 2026Q2: 5,092 shares 5,092 $271K <0.01% -310 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,363 shares; 2024Q4: 4,464 shares; 2025Q1: 4,805 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,127 shares; 2026Q2: 3,282 shares 3,282 $270K <0.01% +155 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,337 shares; 2025Q2: not reported; 2025Q3: 3,117 shares; 2025Q4: 3,413 shares; 2026Q1: 3,348 shares; 2026Q2: 3,042 shares 3,042 $270K <0.01% -306 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,264 shares; 2025Q4: 8,664 shares; 2026Q1: 8,664 shares; 2026Q2: 9,766 shares 9,766 $270K <0.01% +1,102 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,885 shares; 2025Q4: 3,885 shares; 2026Q1: 3,885 shares; 2026Q2: 3,885 shares 3,885 $270K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,548 shares; 2025Q1: 4,195 shares; 2025Q2: 4,516 shares; 2025Q3: 4,685 shares; 2025Q4: not reported; 2026Q1: 7,356 shares; 2026Q2: 5,268 shares 5,268 $269K <0.01% -2,088 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,319 shares; 2025Q1: 2,822 shares; 2025Q2: 2,528 shares; 2025Q3: 2,349 shares; 2025Q4: 2,415 shares; 2026Q1: 2,386 shares; 2026Q2: 2,376 shares 2,376 $269K <0.01% -10 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 214 shares; 2025Q1: 357 shares; 2025Q2: 195 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 197 shares 197 $268K <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,291 shares; 2025Q4: 5,316 shares; 2026Q1: 5,419 shares; 2026Q2: 5,615 shares 5,615 $267K <0.01% +196 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,327 shares; 2024Q4: 3,138 shares; 2025Q1: 3,433 shares; 2025Q2: 3,714 shares; 2025Q3: 3,617 shares; 2025Q4: 3,602 shares; 2026Q1: 3,705 shares; 2026Q2: 3,253 shares 3,253 $267K <0.01% -452 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,566 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,336 shares 6,336 $266K <0.01% new Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,075 shares; 2024Q4: not reported; 2025Q1: 4,075 shares; 2025Q2: 4,153 shares; 2025Q3: 4,177 shares; 2025Q4: 4,177 shares; 2026Q1: 4,177 shares; 2026Q2: 4,226 shares 4,226 $266K <0.01% +49 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,923 shares; 2024Q4: 6,899 shares; 2025Q1: 10,683 shares; 2025Q2: 6,189 shares; 2025Q3: 10,212 shares; 2025Q4: 5,148 shares; 2026Q1: 5,712 shares; 2026Q2: 5,258 shares 5,258 $264K <0.01% -454 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 2,833 shares; 2025Q1: not reported; 2025Q2: 2,796 shares; 2025Q3: 2,801 shares; 2025Q4: 2,807 shares; 2026Q1: 2,882 shares; 2026Q2: 2,887 shares 2,887 $263K <0.01% +5 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 510,705 shares; 2025Q2: 277,694 shares; 2025Q3: 290,908 shares; 2025Q4: 289,332 shares; 2026Q1: 305,439 shares; 2026Q2: 12,404 shares 12,404 $262K <0.01% -293,035 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,584 shares; 2024Q4: 10,075 shares; 2025Q1: 13,565 shares; 2025Q2: 9,890 shares; 2025Q3: 8,990 shares; 2025Q4: 9,225 shares; 2026Q1: 9,200 shares; 2026Q2: 9,665 shares 9,665 $259K <0.01% +465 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,391 shares; 2025Q1: 11,854 shares; 2025Q2: 8,875 shares; 2025Q3: 8,325 shares; 2025Q4: 7,800 shares; 2026Q1: 6,387 shares; 2026Q2: 6,972 shares 6,972 $259K <0.01% +585 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,157 shares; 2026Q2: 5,157 shares 5,157 $259K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,400 shares; 2025Q4: 810 shares; 2026Q1: not reported; 2026Q2: 1,033 shares 1,033 $258K <0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,708 shares; 2024Q4: 3,713 shares; 2025Q1: 14,522 shares; 2025Q2: 3,207 shares; 2025Q3: 3,212 shares; 2025Q4: 3,187 shares; 2026Q1: 2,992 shares; 2026Q2: 2,366 shares 2,366 $258K <0.01% -626 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,451 shares 7,451 $258K <0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,296 shares; 2024Q4: 2,574 shares; 2025Q1: 3,182 shares; 2025Q2: 2,573 shares; 2025Q3: 2,609 shares; 2025Q4: 5,188 shares; 2026Q1: 5,244 shares; 2026Q2: 5,073 shares 5,073 $258K <0.01% -171 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,173 shares; 2024Q4: 25,013 shares; 2025Q1: 27,673 shares; 2025Q2: 28,264 shares; 2025Q3: 28,463 shares; 2025Q4: 12,696 shares; 2026Q1: 12,774 shares; 2026Q2: 12,853 shares 12,853 $257K <0.01% +79 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,608 shares; 2025Q1: 1,859 shares; 2025Q2: 1,533 shares; 2025Q3: 1,589 shares; 2025Q4: 1,430 shares; 2026Q1: 1,364 shares; 2026Q2: 773 shares 773 $257K <0.01% -591 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,998 shares; 2025Q2: 2,871 shares; 2025Q3: 3,023 shares; 2025Q4: 3,047 shares; 2026Q1: 2,999 shares; 2026Q2: 2,834 shares 2,834 $256K <0.01% -165 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,310 shares; 2024Q4: 1,930 shares; 2025Q1: 2,945 shares; 2025Q2: 1,896 shares; 2025Q3: 1,934 shares; 2025Q4: 2,012 shares; 2026Q1: 1,999 shares; 2026Q2: 1,854 shares 1,854 $255K <0.01% -145 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,418 shares 2,418 $255K <0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,451 shares; 2025Q4: not reported; 2026Q1: 27,739 shares; 2026Q2: 29,099 shares 29,099 $255K <0.01% +1,360 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,234 shares; 2025Q4: 1,235 shares; 2026Q1: not reported; 2026Q2: 1,234 shares 1,234 $254K <0.01% new Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,887 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,883 shares; 2026Q1: 16,915 shares; 2026Q2: 16,838 shares 16,838 $254K <0.01% -77 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,370 shares; 2024Q4: 3,299 shares; 2025Q1: 3,277 shares; 2025Q2: 2,824 shares; 2025Q3: 2,564 shares; 2025Q4: 2,517 shares; 2026Q1: 2,137 shares; 2026Q2: 2,154 shares 2,154 $254K <0.01% +17 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,419 shares; 2024Q4: 7,325 shares; 2025Q1: 9,223 shares; 2025Q2: 6,366 shares; 2025Q3: 6,340 shares; 2025Q4: 4,071 shares; 2026Q1: 3,841 shares; 2026Q2: 3,354 shares 3,354 $254K <0.01% -487 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,841 shares; 2026Q2: 5,858 shares 5,858 $254K <0.01% +17 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,964 shares; 2025Q2: 2,948 shares; 2025Q3: 2,944 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,915 shares 2,915 $253K <0.01% new Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,792 shares 2,792 $253K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,426 shares; 2024Q4: 40,168 shares; 2025Q1: 40,459 shares; 2025Q2: 40,204 shares; 2025Q3: 42,739 shares; 2025Q4: 42,912 shares; 2026Q1: 43,579 shares; 2026Q2: 43,390 shares 43,390 $253K <0.01% -189 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 409 shares 409 $252K <0.01% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,409 shares; 2024Q4: 4,281 shares; 2025Q1: 4,303 shares; 2025Q2: 4,332 shares; 2025Q3: 4,357 shares; 2025Q4: 4,389 shares; 2026Q1: 4,411 shares; 2026Q2: 4,438 shares 4,438 $251K <0.01% +27 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,341 shares 1,341 $251K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564 shares; 2024Q4: 567 shares; 2025Q1: 674 shares; 2025Q2: 1,842 shares; 2025Q3: 1,802 shares; 2025Q4: 1,833 shares; 2026Q1: 631 shares; 2026Q2: 447 shares 447 $250K <0.01% -184 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,305 shares; 2024Q4: 12,851 shares; 2025Q1: 14,211 shares; 2025Q2: 11,537 shares; 2025Q3: 12,230 shares; 2025Q4: 12,576 shares; 2026Q1: 11,127 shares; 2026Q2: 11,180 shares 11,180 $250K <0.01% +53 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,563 shares; 2024Q4: 16,593 shares; 2025Q1: 16,670 shares; 2025Q2: 14,466 shares; 2025Q3: 13,741 shares; 2025Q4: 13,656 shares; 2026Q1: 13,656 shares; 2026Q2: 13,975 shares 13,975 $250K <0.01% +319 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,689 shares; 2025Q2: not reported; 2025Q3: 3,181 shares; 2025Q4: not reported; 2026Q1: 2,413 shares; 2026Q2: 2,426 shares 2,426 $249K <0.01% +13 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 1,308 shares; 2026Q2: 1,121 shares 1,121 $248K <0.01% -187 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,233 shares; 2025Q3: 4,691 shares; 2025Q4: 3,283 shares; 2026Q1: not reported; 2026Q2: 3,024 shares 3,024 $247K <0.01% new Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,230 shares; 2026Q2: 5,023 shares 5,023 $246K <0.01% +793 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,876 shares 2,876 $246K <0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,532 shares; 2026Q1: 3,626 shares; 2026Q2: 3,504 shares 3,504 $246K <0.01% -122 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,561 shares; 2025Q2: 4,623 shares; 2025Q3: 4,416 shares; 2025Q4: 3,918 shares; 2026Q1: 3,909 shares; 2026Q2: 3,894 shares 3,894 $245K <0.01% -15 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,207 shares; 2025Q2: 3,501 shares; 2025Q3: 3,187 shares; 2025Q4: 3,216 shares; 2026Q1: 3,229 shares; 2026Q2: 2,672 shares 2,672 $245K <0.01% -557 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 995 shares 995 $244K <0.01% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,535 shares; 2024Q4: 7,731 shares; 2025Q1: 7,685 shares; 2025Q2: 7,503 shares; 2025Q3: 7,465 shares; 2025Q4: 7,397 shares; 2026Q1: 7,018 shares; 2026Q2: 6,664 shares 6,664 $243K <0.01% -354 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 1,559 shares; 2025Q1: 3,965 shares; 2025Q2: 2,322 shares; 2025Q3: 4,600 shares; 2025Q4: 5,546 shares; 2026Q1: 2,752 shares; 2026Q2: 1,658 shares 1,658 $242K <0.01% -1,094 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,170 shares; 2024Q4: 9,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,062 shares; 2026Q1: 9,271 shares; 2026Q2: 9,349 shares 9,349 $242K <0.01% +78 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: not reported; 2026Q2: 304 shares 304 $241K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,561 shares; 2024Q4: 3,416 shares; 2025Q1: 5,225 shares; 2025Q2: 3,175 shares; 2025Q3: 3,256 shares; 2025Q4: 2,329 shares; 2026Q1: 2,074 shares; 2026Q2: 1,783 shares 1,783 $240K <0.01% -291 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,307 shares; 2024Q4: 38,751 shares; 2025Q1: 64,063 shares; 2025Q2: 36,993 shares; 2025Q3: 8,015 shares; 2025Q4: not reported; 2026Q1: 1,114 shares; 2026Q2: 1,105 shares 1,105 $239K <0.01% -9 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,395 shares 1,395 $239K <0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,398 shares; 2025Q4: 2,387 shares; 2026Q1: 4,479 shares; 2026Q2: 2,348 shares 2,348 $239K <0.01% -2,131 Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,454 shares 4,454 $239K <0.01% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,006 shares; 2024Q4: 24,413 shares; 2025Q1: 22,894 shares; 2025Q2: 20,876 shares; 2025Q3: 19,868 shares; 2025Q4: 19,183 shares; 2026Q1: 19,183 shares; 2026Q2: 17,530 shares 17,530 $239K <0.01% -1,653 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,925 shares; 2024Q4: 12,335 shares; 2025Q1: 31,285 shares; 2025Q2: 23,881 shares; 2025Q3: 25,066 shares; 2025Q4: 25,259 shares; 2026Q1: 20,675 shares; 2026Q2: 14,972 shares 14,972 $236K <0.01% -5,703 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,607 shares; 2026Q1: 1,713 shares; 2026Q2: 1,613 shares 1,613 $235K <0.01% -100 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares; 2026Q2: 2,182 shares 2,182 $233K <0.01% +9 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,635 shares; 2025Q4: 10,245 shares; 2026Q1: 10,490 shares; 2026Q2: 10,760 shares 10,760 $233K <0.01% +270 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 980 shares; 2025Q1: 1,247 shares; 2025Q2: 919 shares; 2025Q3: 882 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 829 shares 829 $233K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,755 shares; 2026Q1: 16,106 shares; 2026Q2: 21,570 shares 21,570 $233K <0.01% +5,464 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,129 shares; 2024Q4: 1,928 shares; 2025Q1: not reported; 2025Q2: 2,059 shares; 2025Q3: 1,962 shares; 2025Q4: 1,942 shares; 2026Q1: not reported; 2026Q2: 1,503 shares 1,503 $233K <0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,557 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,641 shares 9,641 $231K <0.01% new Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,420 shares 3,420 $230K <0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 1,003 shares; 2025Q1: 1,182 shares; 2025Q2: 1,591 shares; 2025Q3: 2,635 shares; 2025Q4: 3,317 shares; 2026Q1: 3,650 shares; 2026Q2: 1,681 shares 1,681 $230K <0.01% -1,969 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,661 shares; 2025Q1: 12,542 shares; 2025Q2: 11,966 shares; 2025Q3: 11,966 shares; 2025Q4: 11,972 shares; 2026Q1: 12,293 shares; 2026Q2: 12,062 shares 12,062 $230K <0.01% -231 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,912 shares; 2025Q3: 4,912 shares; 2025Q4: 4,937 shares; 2026Q1: 4,937 shares; 2026Q2: 5,054 shares 5,054 $230K <0.01% +117 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,996 shares; 2026Q1: 18,417 shares; 2026Q2: 20,612 shares 20,612 $229K <0.01% +2,195 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $229K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,324 shares; 2026Q1: 3,320 shares; 2026Q2: 2,574 shares 2,574 $228K <0.01% -746 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,577 shares; 2024Q4: 4,083 shares; 2025Q1: 10,818 shares; 2025Q2: 6,802 shares; 2025Q3: 6,951 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,995 shares 2,995 $228K <0.01% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,361 shares; 2025Q1: 2,666 shares; 2025Q2: 2,446 shares; 2025Q3: 2,166 shares; 2025Q4: 3,641 shares; 2026Q1: 3,607 shares; 2026Q2: 2,460 shares 2,460 $227K <0.01% -1,147 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,235 shares 6,235 $227K <0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,966 shares; 2025Q2: 8,255 shares; 2025Q3: 10,410 shares; 2025Q4: 10,410 shares; 2026Q1: 8,627 shares; 2026Q2: 7,487 shares 7,487 $226K <0.01% -1,140 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,697 shares 1,697 $225K <0.01% new Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,019 shares 9,019 $225K <0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,825 shares; 2025Q4: 3,818 shares; 2026Q1: not reported; 2026Q2: 3,249 shares 3,249 $225K <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,578 shares; 2026Q1: 2,851 shares; 2026Q2: 2,719 shares 2,719 $225K <0.01% -132 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532 shares; 2024Q4: 594 shares; 2025Q1: 933 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 429 shares 429 $224K <0.01% new Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,611 shares; 2025Q2: not reported; 2025Q3: 1,618 shares; 2025Q4: 1,619 shares; 2026Q1: not reported; 2026Q2: 1,502 shares 1,502 $224K <0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,256 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,991 shares; 2026Q1: 2,145 shares; 2026Q2: 2,145 shares 2,145 $223K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,943 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,258 shares; 2026Q2: 2,299 shares 2,299 $223K <0.01% +41 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,219 shares; 2024Q4: 12,923 shares; 2025Q1: 16,803 shares; 2025Q2: 9,026 shares; 2025Q3: 9,057 shares; 2025Q4: not reported; 2026Q1: 11,987 shares; 2026Q2: 10,122 shares 10,122 $222K <0.01% -1,865 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,742 shares; 2025Q2: 8,054 shares; 2025Q3: 8,039 shares; 2025Q4: 7,661 shares; 2026Q1: 8,935 shares; 2026Q2: 8,354 shares 8,354 $222K <0.01% -581 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,491 shares; 2024Q4: 4,491 shares; 2025Q1: 4,391 shares; 2025Q2: 4,590 shares; 2025Q3: 4,590 shares; 2025Q4: 4,590 shares; 2026Q1: 4,590 shares; 2026Q2: 4,590 shares 4,590 $221K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,042 shares; 2024Q4: 2,364 shares; 2025Q1: 2,544 shares; 2025Q2: 2,552 shares; 2025Q3: 1,484 shares; 2025Q4: 550 shares; 2026Q1: 804 shares; 2026Q2: 648 shares 648 $219K <0.01% -156 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,141 shares 2,141 $219K <0.01% new Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,853 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,853 shares 6,853 $218K <0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,309 shares; 2025Q4: 6,228 shares; 2026Q1: 5,651 shares; 2026Q2: 5,903 shares 5,903 $217K <0.01% +252 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,533 shares; 2025Q3: 4,710 shares; 2025Q4: 4,696 shares; 2026Q1: 3,922 shares; 2026Q2: 3,554 shares 3,554 $217K <0.01% -368 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,498 shares; 2024Q4: 9,498 shares; 2025Q1: 9,003 shares; 2025Q2: 9,003 shares; 2025Q3: 9,002 shares; 2025Q4: 8,752 shares; 2026Q1: 8,752 shares; 2026Q2: 7,052 shares 7,052 $217K <0.01% -1,700 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,809 shares; 2026Q2: 1,803 shares 1,803 $217K <0.01% -6 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,805 shares; 2026Q1: 13,990 shares; 2026Q2: 12,281 shares 12,281 $217K <0.01% -1,709 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 961 shares; 2026Q2: 886 shares 886 $214K <0.01% -75 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 396 shares 396 $213K <0.01% new Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,760 shares; 2026Q2: 4,685 shares 4,685 $213K <0.01% -75 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,349 shares; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: 1,280 shares; 2026Q1: 1,364 shares; 2026Q2: 1,236 shares 1,236 $213K <0.01% -128 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,378 shares 1,378 $213K <0.01% new Timeline