APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,932 shares; 2024Q4: 12,966 shares; 2025Q1: 14,804 shares; 2025Q2: 15,657 shares; 2025Q3: 15,958 shares; 2025Q4: 17,203 shares; 2026Q1: 18,538 shares; 2026Q2: 17,838 shares 17,838 $2.11M 0.03% -700 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,251 shares; 2024Q4: 71,716 shares; 2025Q1: 31,929 shares; 2025Q2: 42,564 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,761 shares; 2026Q2: 46,413 shares 46,413 $2.11M 0.03% -348 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: 22,771 shares; 2024Q4: 14,559 shares; 2025Q1: 15,848 shares; 2025Q2: 15,207 shares; 2025Q3: 14,972 shares; 2025Q4: 15,680 shares; 2026Q1: 25,585 shares; 2026Q2: 22,108 shares 22,108 $2.1M 0.03% -3,477 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,238 shares; 2024Q4: 18,364 shares; 2025Q1: 21,681 shares; 2025Q2: 20,653 shares; 2025Q3: 7,063 shares; 2025Q4: 7,036 shares; 2026Q1: 6,040 shares; 2026Q2: 5,264 shares 5,264 $2.09M 0.03% -776 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: 22,391 shares; 2024Q4: 22,710 shares; 2025Q1: 25,329 shares; 2025Q2: 27,514 shares; 2025Q3: 28,015 shares; 2025Q4: 31,663 shares; 2026Q1: 32,013 shares; 2026Q2: 31,201 shares 31,201 $2.09M 0.03% -812 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,466 shares; 2024Q4: 9,299 shares; 2025Q1: 9,094 shares; 2025Q2: 10,472 shares; 2025Q3: 9,685 shares; 2025Q4: 9,459 shares; 2026Q1: 10,684 shares; 2026Q2: 19,292 shares 19,292 $2.08M 0.03% +8,608 Timeline VGIT 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: 21,525 shares; 2024Q4: 21,769 shares; 2025Q1: 19,722 shares; 2025Q2: 20,039 shares; 2025Q3: 24,149 shares; 2025Q4: 25,053 shares; 2026Q1: 33,422 shares; 2026Q2: 35,289 shares 35,289 $2.08M 0.03% +1,867 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS 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: 12,363 shares; 2026Q2: 16,980 shares 16,980 $2.08M 0.03% +4,617 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,730 shares; 2025Q2: 9,695 shares; 2025Q3: 11,259 shares; 2025Q4: 26,879 shares; 2026Q1: 30,265 shares; 2026Q2: 36,975 shares 36,975 $2.08M 0.03% +6,710 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,668 shares; 2024Q4: 38,364 shares; 2025Q1: 34,123 shares; 2025Q2: 39,002 shares; 2025Q3: 16,364 shares; 2025Q4: 8,059 shares; 2026Q1: 11,611 shares; 2026Q2: 12,113 shares 12,113 $2.06M 0.03% +502 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,255 shares; 2024Q4: 50,900 shares; 2025Q1: 64,357 shares; 2025Q2: 53,997 shares; 2025Q3: 42,330 shares; 2025Q4: 33,323 shares; 2026Q1: 37,554 shares; 2026Q2: 35,440 shares 35,440 $2.04M 0.03% -2,114 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: 18,886 shares; 2024Q4: 19,296 shares; 2025Q1: 18,910 shares; 2025Q2: 13,455 shares; 2025Q3: 12,367 shares; 2025Q4: 9,397 shares; 2026Q1: 7,966 shares; 2026Q2: 7,215 shares 7,215 $2.04M 0.03% -751 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: 5,916 shares; 2024Q4: 5,923 shares; 2025Q1: not reported; 2025Q2: 9,155 shares; 2025Q3: 11,877 shares; 2025Q4: 33,374 shares; 2026Q1: 38,560 shares; 2026Q2: 38,643 shares 38,643 $2.01M 0.03% +83 Timeline PSCT 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: 21,633 shares 21,633 $2M 0.03% new 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: 69,896 shares 69,896 $2M 0.03% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,714 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,404 shares; 2026Q1: 7,037 shares; 2026Q2: 37,791 shares 37,791 $1.99M 0.03% +30,754 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,641 shares; 2024Q4: 47,634 shares; 2025Q1: 53,802 shares; 2025Q2: 55,980 shares; 2025Q3: 48,633 shares; 2025Q4: 58,935 shares; 2026Q1: 51,182 shares; 2026Q2: 18,531 shares 18,531 $1.99M 0.03% -32,651 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,500 shares; 2024Q4: 28,042 shares; 2025Q1: 28,042 shares; 2025Q2: 28,042 shares; 2025Q3: 28,130 shares; 2025Q4: 56,082 shares; 2026Q1: 82,582 shares; 2026Q2: 74,899 shares 74,899 $1.99M 0.03% -7,683 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,122 shares; 2024Q4: 14,885 shares; 2025Q1: 13,488 shares; 2025Q2: 13,453 shares; 2025Q3: 13,076 shares; 2025Q4: 10,923 shares; 2026Q1: 11,708 shares; 2026Q2: 12,120 shares 12,120 $1.98M 0.03% +412 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,727 shares; 2026Q1: 18,132 shares; 2026Q2: 37,376 shares 37,376 $1.98M 0.03% +19,244 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,093 shares; 2024Q4: 6,966 shares; 2025Q1: 6,402 shares; 2025Q2: 8,473 shares; 2025Q3: 8,360 shares; 2025Q4: 8,273 shares; 2026Q1: 7,971 shares; 2026Q2: 8,106 shares 8,106 $1.97M 0.03% +135 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: 4,618 shares; 2024Q4: 4,577 shares; 2025Q1: 4,777 shares; 2025Q2: 12,888 shares; 2025Q3: 13,063 shares; 2025Q4: 13,660 shares; 2026Q1: 13,700 shares; 2026Q2: 8,572 shares 8,572 $1.97M 0.03% -5,128 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: 17,627 shares; 2024Q4: 19,104 shares; 2025Q1: 18,709 shares; 2025Q2: 40,088 shares; 2025Q3: 44,492 shares; 2025Q4: 44,541 shares; 2026Q1: 42,959 shares; 2026Q2: 31,432 shares 31,432 $1.97M 0.03% -11,527 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,533 shares; 2025Q1: 87,319 shares; 2025Q2: 17,002 shares; 2025Q3: 20,280 shares; 2025Q4: 21,316 shares; 2026Q1: 28,393 shares; 2026Q2: 41,156 shares 41,156 $1.96M 0.03% +12,763 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: 14,866 shares; 2024Q4: 15,369 shares; 2025Q1: 15,938 shares; 2025Q2: 15,914 shares; 2025Q3: 16,202 shares; 2025Q4: 15,214 shares; 2026Q1: 14,615 shares; 2026Q2: 14,509 shares 14,509 $1.95M 0.03% -106 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,752 shares; 2024Q4: 121,781 shares; 2025Q1: 172,906 shares; 2025Q2: 175,275 shares; 2025Q3: 176,384 shares; 2025Q4: 137,187 shares; 2026Q1: 141,218 shares; 2026Q2: 141,250 shares 141,250 $1.95M 0.03% +32 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,127 shares; 2026Q1: 12,646 shares; 2026Q2: 23,661 shares 23,661 $1.95M 0.03% +11,015 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,508 shares; 2026Q1: 56,706 shares; 2026Q2: 36,678 shares 36,678 $1.95M 0.03% -20,028 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: 26,547 shares; 2024Q4: 29,177 shares; 2025Q1: 29,938 shares; 2025Q2: 31,572 shares; 2025Q3: 31,189 shares; 2025Q4: 31,700 shares; 2026Q1: 33,922 shares; 2026Q2: 34,547 shares 34,547 $1.95M 0.03% +625 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,200 shares; 2025Q2: 27,500 shares; 2025Q3: 30,700 shares; 2025Q4: 33,700 shares; 2026Q1: 36,200 shares; 2026Q2: 45,700 shares 45,700 $1.9M 0.03% +9,500 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,850 shares; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 12,400 shares; 2025Q4: not reported; 2026Q1: 98,953 shares; 2026Q2: 101,811 shares 101,811 $1.9M 0.03% +2,858 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: 12,073 shares; 2024Q4: 9,226 shares; 2025Q1: 11,096 shares; 2025Q2: 24,490 shares; 2025Q3: 27,592 shares; 2025Q4: 31,546 shares; 2026Q1: 44,216 shares; 2026Q2: 45,730 shares 45,730 $1.89M 0.03% +1,514 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,555 shares; 2024Q4: 27,704 shares; 2025Q1: 22,000 shares; 2025Q2: 23,728 shares; 2025Q3: 22,185 shares; 2025Q4: 19,744 shares; 2026Q1: 18,496 shares; 2026Q2: 18,068 shares 18,068 $1.87M 0.03% -428 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: 8,115 shares; 2024Q4: 5,782 shares; 2025Q1: 5,131 shares; 2025Q2: 7,268 shares; 2025Q3: 26,731 shares; 2025Q4: 26,242 shares; 2026Q1: 24,930 shares; 2026Q2: 22,875 shares 22,875 $1.87M 0.03% -2,055 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,600 shares; 2024Q4: 38,200 shares; 2025Q1: 46,195 shares; 2025Q2: 54,692 shares; 2025Q3: 56,208 shares; 2025Q4: 48,195 shares; 2026Q1: 41,615 shares; 2026Q2: 37,378 shares 37,378 $1.87M 0.03% -4,237 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,224 shares; 2024Q4: 3,324 shares; 2025Q1: 5,345 shares; 2025Q2: 7,855 shares; 2025Q3: 15,964 shares; 2025Q4: 11,877 shares; 2026Q1: 15,137 shares; 2026Q2: 11,767 shares 11,767 $1.86M 0.03% -3,370 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,896 shares; 2024Q4: 4,819 shares; 2025Q1: 4,787 shares; 2025Q2: 4,715 shares; 2025Q3: 4,766 shares; 2025Q4: 4,706 shares; 2026Q1: 7,388 shares; 2026Q2: 8,729 shares 8,729 $1.86M 0.03% +1,341 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,177 shares; 2024Q4: 23,569 shares; 2025Q1: 22,270 shares; 2025Q2: 22,130 shares; 2025Q3: 23,468 shares; 2025Q4: 24,420 shares; 2026Q1: 25,279 shares; 2026Q2: 24,315 shares 24,315 $1.86M 0.03% -964 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147 shares; 2024Q4: 1,227 shares; 2025Q1: 1,211 shares; 2025Q2: 1,631 shares; 2025Q3: 1,620 shares; 2025Q4: 769 shares; 2026Q1: not reported; 2026Q2: 8,360 shares 8,360 $1.85M 0.03% new Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,835 shares; 2024Q4: 114,990 shares; 2025Q1: 44,371 shares; 2025Q2: 47,402 shares; 2025Q3: 54,719 shares; 2025Q4: 60,187 shares; 2026Q1: 77,153 shares; 2026Q2: 97,109 shares 97,109 $1.83M 0.03% +19,956 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,385 shares; 2024Q4: 10,543 shares; 2025Q1: 10,523 shares; 2025Q2: 18,869 shares; 2025Q3: 19,853 shares; 2025Q4: 11,966 shares; 2026Q1: 12,202 shares; 2026Q2: 13,388 shares 13,388 $1.83M 0.03% +1,186 Timeline KSTR 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: 56,251 shares 56,251 $1.82M 0.03% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437 shares; 2024Q4: 2,854 shares; 2025Q1: 4,546 shares; 2025Q2: 3,588 shares; 2025Q3: 3,343 shares; 2025Q4: 3,346 shares; 2026Q1: 3,508 shares; 2026Q2: 3,668 shares 3,668 $1.8M 0.03% +160 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: 6,172 shares; 2024Q4: 35,989 shares; 2025Q1: 42,944 shares; 2025Q2: 37,345 shares; 2025Q3: 37,240 shares; 2025Q4: 37,157 shares; 2026Q1: 49,979 shares; 2026Q2: 56,449 shares 56,449 $1.78M 0.03% +6,470 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,614 shares; 2024Q4: 7,409 shares; 2025Q1: 8,008 shares; 2025Q2: 8,550 shares; 2025Q3: 8,336 shares; 2025Q4: 7,801 shares; 2026Q1: 7,000 shares; 2026Q2: 6,939 shares 6,939 $1.78M 0.03% -61 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,033 shares; 2024Q4: 4,027 shares; 2025Q1: 4,066 shares; 2025Q2: 4,228 shares; 2025Q3: 4,505 shares; 2025Q4: 11,684 shares; 2026Q1: 3,613 shares; 2026Q2: 3,585 shares 3,585 $1.78M 0.03% -28 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,016 shares; 2024Q4: 17,747 shares; 2025Q1: 16,259 shares; 2025Q2: 18,787 shares; 2025Q3: 24,573 shares; 2025Q4: 28,462 shares; 2026Q1: 32,459 shares; 2026Q2: 37,661 shares 37,661 $1.77M 0.03% +5,202 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,775 shares; 2026Q1: 66,752 shares; 2026Q2: 67,984 shares 67,984 $1.75M 0.03% +1,232 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,169 shares; 2024Q4: 49,869 shares; 2025Q1: 49,779 shares; 2025Q2: 52,739 shares; 2025Q3: 52,739 shares; 2025Q4: 50,659 shares; 2026Q1: 50,544 shares; 2026Q2: 50,349 shares 50,349 $1.75M 0.03% -195 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,380 shares; 2024Q4: 6,340 shares; 2025Q1: 5,936 shares; 2025Q2: 6,266 shares; 2025Q3: 6,133 shares; 2025Q4: 6,146 shares; 2026Q1: 5,695 shares; 2026Q2: 5,064 shares 5,064 $1.75M 0.03% -631 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,181 shares; 2024Q4: 6,449 shares; 2025Q1: 6,598 shares; 2025Q2: 11,278 shares; 2025Q3: 11,245 shares; 2025Q4: 22,750 shares; 2026Q1: 23,294 shares; 2026Q2: 14,897 shares 14,897 $1.75M 0.03% -8,397 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,380 shares; 2024Q4: 11,458 shares; 2025Q1: 11,828 shares; 2025Q2: 8,254 shares; 2025Q3: 9,229 shares; 2025Q4: 9,164 shares; 2026Q1: 9,325 shares; 2026Q2: 11,328 shares 11,328 $1.75M 0.03% +2,003 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,158 shares; 2024Q4: 20,425 shares; 2025Q1: 19,475 shares; 2025Q2: 22,050 shares; 2025Q3: 22,632 shares; 2025Q4: 22,835 shares; 2026Q1: 22,103 shares; 2026Q2: 21,693 shares 21,693 $1.74M 0.03% -410 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,488 shares; 2024Q4: 39,672 shares; 2025Q1: 39,674 shares; 2025Q2: 41,787 shares; 2025Q3: 42,446 shares; 2025Q4: 38,530 shares; 2026Q1: 40,064 shares; 2026Q2: 37,969 shares 37,969 $1.74M 0.03% -2,095 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: 95,963 shares; 2024Q4: 70,975 shares; 2025Q1: 77,366 shares; 2025Q2: 90,172 shares; 2025Q3: 93,347 shares; 2025Q4: 89,796 shares; 2026Q1: 87,992 shares; 2026Q2: 96,191 shares 96,191 $1.72M 0.03% +8,199 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: 5,650 shares; 2024Q4: 6,932 shares; 2025Q1: 8,660 shares; 2025Q2: 9,520 shares; 2025Q3: 11,973 shares; 2025Q4: 12,083 shares; 2026Q1: 13,675 shares; 2026Q2: 13,971 shares 13,971 $1.72M 0.02% +296 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,501 shares; 2024Q4: 120,501 shares; 2025Q1: 120,501 shares; 2025Q2: 121,400 shares; 2025Q3: 124,400 shares; 2025Q4: 124,532 shares; 2026Q1: 109,432 shares; 2026Q2: 109,432 shares 109,432 $1.69M 0.02% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,658 shares; 2024Q4: 126,043 shares; 2025Q1: 126,110 shares; 2025Q2: 168,362 shares; 2025Q3: 168,463 shares; 2025Q4: 195,094 shares; 2026Q1: 199,366 shares; 2026Q2: 133,043 shares 133,043 $1.69M 0.02% -66,323 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,174 shares; 2024Q4: 77,667 shares; 2025Q1: 71,203 shares; 2025Q2: 76,700 shares; 2025Q3: 73,304 shares; 2025Q4: 69,785 shares; 2026Q1: 69,248 shares; 2026Q2: 74,006 shares 74,006 $1.69M 0.02% +4,758 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: 70,616 shares; 2024Q4: 70,644 shares; 2025Q1: 71,663 shares; 2025Q2: 43,250 shares; 2025Q3: 38,467 shares; 2025Q4: 16,239 shares; 2026Q1: 15,614 shares; 2026Q2: 15,012 shares 15,012 $1.68M 0.02% -602 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,899 shares; 2024Q4: 66,155 shares; 2025Q1: 65,015 shares; 2025Q2: 64,531 shares; 2025Q3: 64,501 shares; 2025Q4: 65,966 shares; 2026Q1: 365,110 shares; 2026Q2: 58,656 shares 58,656 $1.68M 0.02% -306,454 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,775 shares; 2025Q2: 11,389 shares; 2025Q3: 11,553 shares; 2025Q4: 11,588 shares; 2026Q1: 9,633 shares; 2026Q2: 10,168 shares 10,168 $1.67M 0.02% +535 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,947 shares; 2024Q4: 23,824 shares; 2025Q1: 23,117 shares; 2025Q2: 22,974 shares; 2025Q3: 22,743 shares; 2025Q4: 24,583 shares; 2026Q1: 29,160 shares; 2026Q2: 31,477 shares 31,477 $1.67M 0.02% +2,317 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,576 shares; 2024Q4: 17,575 shares; 2025Q1: 17,682 shares; 2025Q2: 17,506 shares; 2025Q3: 14,018 shares; 2025Q4: 7,994 shares; 2026Q1: 8,131 shares; 2026Q2: 8,087 shares 8,087 $1.67M 0.02% -44 Timeline VTWO 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: 13,181 shares; 2024Q4: 14,036 shares; 2025Q1: 14,484 shares; 2025Q2: 12,307 shares; 2025Q3: 12,193 shares; 2025Q4: 13,333 shares; 2026Q1: 13,731 shares; 2026Q2: 13,766 shares 13,766 $1.67M 0.02% +35 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: 18,702 shares; 2024Q4: 32,333 shares; 2025Q1: 35,700 shares; 2025Q2: 36,907 shares; 2025Q3: 37,046 shares; 2025Q4: 36,561 shares; 2026Q1: 36,671 shares; 2026Q2: 31,802 shares 31,802 $1.66M 0.02% -4,869 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,410 shares; 2024Q4: 10,483 shares; 2025Q1: 11,030 shares; 2025Q2: 6,978 shares; 2025Q3: 7,073 shares; 2025Q4: 6,711 shares; 2026Q1: 6,748 shares; 2026Q2: 6,957 shares 6,957 $1.66M 0.02% +209 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,449 shares; 2024Q4: 1,297 shares; 2025Q1: 1,283 shares; 2025Q2: 8,664 shares; 2025Q3: 9,509 shares; 2025Q4: 9,811 shares; 2026Q1: 3,646 shares; 2026Q2: 3,229 shares 3,229 $1.65M 0.02% -417 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 576 shares; 2026Q2: 721 shares 721 $1.64M 0.02% +145 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,050 shares; 2024Q4: 35,230 shares; 2025Q1: 41,662 shares; 2025Q2: 39,272 shares; 2025Q3: 37,698 shares; 2025Q4: 36,733 shares; 2026Q1: 33,679 shares; 2026Q2: 33,228 shares 33,228 $1.64M 0.02% -451 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,439 shares; 2025Q1: 8,589 shares; 2025Q2: 13,693 shares; 2025Q3: 18,126 shares; 2025Q4: 26,399 shares; 2026Q1: 42,918 shares; 2026Q2: 43,271 shares 43,271 $1.62M 0.02% +353 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,258 shares; 2024Q4: 27,140 shares; 2025Q1: 33,680 shares; 2025Q2: 36,685 shares; 2025Q3: 32,301 shares; 2025Q4: 31,442 shares; 2026Q1: 54,815 shares; 2026Q2: 101,917 shares 101,917 $1.62M 0.02% +47,102 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,225 shares; 2024Q4: 2,231 shares; 2025Q1: 1,166 shares; 2025Q2: 994 shares; 2025Q3: 935 shares; 2025Q4: 865 shares; 2026Q1: 946 shares; 2026Q2: 5,059 shares 5,059 $1.61M 0.02% +4,113 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,645 shares; 2024Q4: 71,631 shares; 2025Q1: 75,288 shares; 2025Q2: 72,583 shares; 2025Q3: 71,163 shares; 2025Q4: 70,356 shares; 2026Q1: 69,704 shares; 2026Q2: 71,450 shares 71,450 $1.61M 0.02% +1,746 Timeline DFIC 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: 12,047 shares; 2025Q3: 15,300 shares; 2025Q4: 17,942 shares; 2026Q1: 33,771 shares; 2026Q2: 43,125 shares 43,125 $1.61M 0.02% +9,354 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,599 shares; 2024Q4: 12,237 shares; 2025Q1: 13,849 shares; 2025Q2: 16,223 shares; 2025Q3: 17,524 shares; 2025Q4: 15,223 shares; 2026Q1: 21,844 shares; 2026Q2: 34,224 shares 34,224 $1.61M 0.02% +12,380 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,444 shares; 2024Q4: 14,649 shares; 2025Q1: 9,436 shares; 2025Q2: 23,119 shares; 2025Q3: 23,431 shares; 2025Q4: 25,472 shares; 2026Q1: 17,236 shares; 2026Q2: 16,981 shares 16,981 $1.61M 0.02% -255 Timeline NUAG 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: 72,954 shares; 2024Q4: 72,042 shares; 2025Q1: 65,946 shares; 2025Q2: 71,306 shares; 2025Q3: 72,292 shares; 2025Q4: 72,068 shares; 2026Q1: 74,316 shares; 2026Q2: 75,570 shares 75,570 $1.59M 0.02% +1,254 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,726 shares; 2024Q4: 11,529 shares; 2025Q1: 35,352 shares; 2025Q2: 50,704 shares; 2025Q3: 75,941 shares; 2025Q4: 27,424 shares; 2026Q1: 36,194 shares; 2026Q2: 30,275 shares 30,275 $1.58M 0.02% -5,919 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: not reported; 2026Q2: 21,157 shares 21,157 $1.58M 0.02% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,602 shares; 2024Q4: 10,424 shares; 2025Q1: 10,582 shares; 2025Q2: 10,295 shares; 2025Q3: 10,271 shares; 2025Q4: 9,738 shares; 2026Q1: 9,718 shares; 2026Q2: 9,554 shares 9,554 $1.57M 0.02% -164 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,013 shares; 2026Q1: 4,020 shares; 2026Q2: 12,141 shares 12,141 $1.57M 0.02% +8,121 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,599 shares; 2024Q4: 22,014 shares; 2025Q1: 12,043 shares; 2025Q2: 11,014 shares; 2025Q3: 13,774 shares; 2025Q4: 13,872 shares; 2026Q1: 13,400 shares; 2026Q2: 13,633 shares 13,633 $1.57M 0.02% +233 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,725 shares; 2024Q4: 15,490 shares; 2025Q1: 15,978 shares; 2025Q2: 16,763 shares; 2025Q3: 17,293 shares; 2025Q4: 15,708 shares; 2026Q1: 15,346 shares; 2026Q2: 16,214 shares 16,214 $1.57M 0.02% +868 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: 25,104 shares; 2026Q1: 28,308 shares; 2026Q2: 20,126 shares 20,126 $1.57M 0.02% -8,182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,114 shares; 2025Q3: 20,875 shares; 2025Q4: 20,697 shares; 2026Q1: 20,264 shares; 2026Q2: 13,059 shares 13,059 $1.56M 0.02% -7,205 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: 18,485 shares; 2024Q4: 18,585 shares; 2025Q1: 17,584 shares; 2025Q2: 17,692 shares; 2025Q3: 16,751 shares; 2025Q4: 14,296 shares; 2026Q1: 14,313 shares; 2026Q2: 14,327 shares 14,327 $1.55M 0.02% +14 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,682 shares; 2024Q4: 7,437 shares; 2025Q1: 7,253 shares; 2025Q2: 6,942 shares; 2025Q3: 7,121 shares; 2025Q4: 13,655 shares; 2026Q1: 13,259 shares; 2026Q2: 12,635 shares 12,635 $1.55M 0.02% -624 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,520 shares; 2024Q4: 34,181 shares; 2025Q1: 36,934 shares; 2025Q2: 37,591 shares; 2025Q3: 37,853 shares; 2025Q4: 39,588 shares; 2026Q1: 14,301 shares; 2026Q2: 15,735 shares 15,735 $1.55M 0.02% +1,434 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,254 shares; 2024Q4: 14,453 shares; 2025Q1: 10,596 shares; 2025Q2: 14,271 shares; 2025Q3: 15,679 shares; 2025Q4: 15,355 shares; 2026Q1: 779 shares; 2026Q2: 2,990 shares 2,990 $1.54M 0.02% +2,211 Timeline ILDR 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: 49,630 shares; 2025Q3: 50,751 shares; 2025Q4: 39,239 shares; 2026Q1: 220,787 shares; 2026Q2: 39,224 shares 39,224 $1.54M 0.02% -181,563 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,003 shares; 2024Q4: 3,374 shares; 2025Q1: 9,395 shares; 2025Q2: 9,407 shares; 2025Q3: 9,527 shares; 2025Q4: 8,910 shares; 2026Q1: 29,126 shares; 2026Q2: 15,046 shares 15,046 $1.54M 0.02% -14,080 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,429 shares; 2026Q2: 20,633 shares 20,633 $1.54M 0.02% +204 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,911 shares 15,911 $1.54M 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,330 shares; 2024Q4: 33,048 shares; 2025Q1: 33,864 shares; 2025Q2: 36,508 shares; 2025Q3: 37,547 shares; 2025Q4: 38,678 shares; 2026Q1: 20,603 shares; 2026Q2: 12,310 shares 12,310 $1.53M 0.02% -8,293 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: 44,902 shares; 2024Q4: 45,159 shares; 2025Q1: 47,629 shares; 2025Q2: 51,579 shares; 2025Q3: 51,164 shares; 2025Q4: 40,552 shares; 2026Q1: 33,636 shares; 2026Q2: 30,475 shares 30,475 $1.52M 0.02% -3,161 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,773 shares; 2024Q4: 4,858 shares; 2025Q1: 4,666 shares; 2025Q2: 5,830 shares; 2025Q3: 6,672 shares; 2025Q4: 6,954 shares; 2026Q1: 7,849 shares; 2026Q2: 16,573 shares 16,573 $1.52M 0.02% +8,724 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,818 shares; 2024Q4: 4,276 shares; 2025Q1: 5,923 shares; 2025Q2: 6,807 shares; 2025Q3: 6,413 shares; 2025Q4: 7,481 shares; 2026Q1: 7,962 shares; 2026Q2: 7,754 shares 7,754 $1.51M 0.02% -208 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,921 shares; 2024Q4: 9,624 shares; 2025Q1: 13,348 shares; 2025Q2: 14,451 shares; 2025Q3: 14,246 shares; 2025Q4: 15,991 shares; 2026Q1: 20,032 shares; 2026Q2: 13,676 shares 13,676 $1.51M 0.02% -6,356 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,068 shares; 2024Q4: 128,299 shares; 2025Q1: 51,874 shares; 2025Q2: 45,080 shares; 2025Q3: 40,418 shares; 2025Q4: 11,083 shares; 2026Q1: 16,215 shares; 2026Q2: 35,516 shares 35,516 $1.51M 0.02% +19,301 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: not reported; 2026Q2: 18,709 shares 18,709 $1.5M 0.02% new Timeline RPG 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: 50,216 shares; 2025Q2: 46,122 shares; 2025Q3: 44,375 shares; 2025Q4: not reported; 2026Q1: 31,799 shares; 2026Q2: 23,468 shares 23,468 $1.5M 0.02% -8,331 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: 892 shares; 2024Q4: 997 shares; 2025Q1: 1,322 shares; 2025Q2: 1,607 shares; 2025Q3: 1,941 shares; 2025Q4: 2,076 shares; 2026Q1: 4,245 shares; 2026Q2: 4,419 shares 4,419 $1.5M 0.02% +174 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,446 shares; 2026Q1: 2,416 shares; 2026Q2: 14,831 shares 14,831 $1.49M 0.02% +12,415 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,784 shares; 2024Q4: 125,784 shares; 2025Q1: 125,784 shares; 2025Q2: 128,126 shares; 2025Q3: 122,291 shares; 2025Q4: 125,391 shares; 2026Q1: 125,791 shares; 2026Q2: 122,291 shares 122,291 $1.48M 0.02% -3,500 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,422 shares; 2025Q2: 14,187 shares; 2025Q3: 14,703 shares; 2025Q4: 15,163 shares; 2026Q1: 15,193 shares; 2026Q2: 47,124 shares 47,124 $1.48M 0.02% +31,931 Timeline DFCF 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: 5,310 shares; 2025Q2: 9,759 shares; 2025Q3: 10,262 shares; 2025Q4: 13,486 shares; 2026Q1: 27,486 shares; 2026Q2: 34,900 shares 34,900 $1.47M 0.02% +7,414 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 5,999 shares; 2025Q3: 5,278 shares; 2025Q4: 4,869 shares; 2026Q1: 5,134 shares; 2026Q2: 5,069 shares 5,069 $1.47M 0.02% -65 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,566 shares; 2024Q4: 18,936 shares; 2025Q1: 19,070 shares; 2025Q2: 17,745 shares; 2025Q3: 20,714 shares; 2025Q4: 22,125 shares; 2026Q1: 31,065 shares; 2026Q2: 22,911 shares 22,911 $1.47M 0.02% -8,154 Timeline TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,697 shares; 2025Q4: 19,397 shares; 2026Q1: 28,102 shares; 2026Q2: 39,453 shares 39,453 $1.47M 0.02% +11,351 Timeline LDSF 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: 63,043 shares; 2024Q4: 69,281 shares; 2025Q1: 71,434 shares; 2025Q2: 71,210 shares; 2025Q3: 74,423 shares; 2025Q4: 72,584 shares; 2026Q1: 77,475 shares; 2026Q2: 77,559 shares 77,559 $1.47M 0.02% +84 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,891 shares; 2024Q4: 7,281 shares; 2025Q1: 6,095 shares; 2025Q2: 5,708 shares; 2025Q3: 6,487 shares; 2025Q4: 8,876 shares; 2026Q1: 6,418 shares; 2026Q2: 6,108 shares 6,108 $1.46M 0.02% -310 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,169 shares; 2024Q4: 30,274 shares; 2025Q1: 30,573 shares; 2025Q2: 31,442 shares; 2025Q3: 28,116 shares; 2025Q4: 27,761 shares; 2026Q1: 32,920 shares; 2026Q2: 25,784 shares 25,784 $1.45M 0.02% -7,136 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,137 shares 29,137 $1.45M 0.02% new Timeline ZROZ 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: 20,851 shares; 2024Q4: 14,858 shares; 2025Q1: 14,924 shares; 2025Q2: 23,215 shares; 2025Q3: 24,639 shares; 2025Q4: 25,474 shares; 2026Q1: 25,688 shares; 2026Q2: 22,492 shares 22,492 $1.44M 0.02% -3,196 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,756 shares; 2024Q4: 6,343 shares; 2025Q1: 7,194 shares; 2025Q2: 4,315 shares; 2025Q3: 2,736 shares; 2025Q4: 2,727 shares; 2026Q1: 5,436 shares; 2026Q2: 4,523 shares 4,523 $1.44M 0.02% -913 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: 15,478 shares; 2024Q4: 15,398 shares; 2025Q1: 15,398 shares; 2025Q2: 16,449 shares; 2025Q3: 16,745 shares; 2025Q4: 17,419 shares; 2026Q1: 17,312 shares; 2026Q2: 17,442 shares 17,442 $1.44M 0.02% +130 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: 13,519 shares; 2024Q4: 11,194 shares; 2025Q1: 11,267 shares; 2025Q2: 10,290 shares; 2025Q3: 10,310 shares; 2025Q4: not reported; 2026Q1: 16,902 shares; 2026Q2: 17,575 shares 17,575 $1.43M 0.02% +673 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,742 shares; 2024Q4: 44,270 shares; 2025Q1: 45,427 shares; 2025Q2: 41,758 shares; 2025Q3: 21,793 shares; 2025Q4: 22,159 shares; 2026Q1: 21,258 shares; 2026Q2: 15,609 shares 15,609 $1.43M 0.02% -5,649 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: 658 shares; 2024Q4: 678 shares; 2025Q1: 1,510 shares; 2025Q2: 2,749 shares; 2025Q3: 2,769 shares; 2025Q4: 2,694 shares; 2026Q1: 1,991 shares; 2026Q2: 1,723 shares 1,723 $1.43M 0.02% -268 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,207 shares; 2025Q2: 57,776 shares; 2025Q3: 56,829 shares; 2025Q4: 41,525 shares; 2026Q1: 41,333 shares; 2026Q2: 42,293 shares 42,293 $1.43M 0.02% +960 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: 5,083 shares; 2024Q4: 5,175 shares; 2025Q1: 5,131 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,779 shares; 2026Q1: 8,812 shares; 2026Q2: 10,299 shares 10,299 $1.41M 0.02% +1,487 Timeline BILS 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: 13,377 shares; 2024Q4: 15,502 shares; 2025Q1: 13,953 shares; 2025Q2: 15,104 shares; 2025Q3: 15,894 shares; 2025Q4: 12,319 shares; 2026Q1: 11,719 shares; 2026Q2: 14,169 shares 14,169 $1.41M 0.02% +2,450 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,724 shares; 2024Q4: 16,065 shares; 2025Q1: 18,768 shares; 2025Q2: 20,313 shares; 2025Q3: 16,260 shares; 2025Q4: 13,044 shares; 2026Q1: 19,759 shares; 2026Q2: 19,581 shares 19,581 $1.41M 0.02% -178 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: 5,735 shares; 2024Q4: 6,072 shares; 2025Q1: 6,072 shares; 2025Q2: 6,261 shares; 2025Q3: 6,705 shares; 2025Q4: 6,505 shares; 2026Q1: 6,638 shares; 2026Q2: 6,476 shares 6,476 $1.41M 0.02% -162 Timeline IVLU 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: 7,679 shares; 2025Q3: 17,195 shares; 2025Q4: 21,665 shares; 2026Q1: 26,069 shares; 2026Q2: 33,601 shares 33,601 $1.41M 0.02% +7,532 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: 25,031 shares; 2024Q4: 34,596 shares; 2025Q1: 61,490 shares; 2025Q2: 87,584 shares; 2025Q3: 106,938 shares; 2025Q4: 148,080 shares; 2026Q1: 166,795 shares; 2026Q2: 37,031 shares 37,031 $1.41M 0.02% -129,764 Timeline FTXO 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: 10,954 shares; 2024Q4: 50,487 shares; 2025Q1: 51,858 shares; 2025Q2: 51,896 shares; 2025Q3: 55,006 shares; 2025Q4: 33,308 shares; 2026Q1: 34,741 shares; 2026Q2: 33,967 shares 33,967 $1.4M 0.02% -774 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857 shares; 2024Q4: 1,030 shares; 2025Q1: 1,507 shares; 2025Q2: 1,666 shares; 2025Q3: 1,014 shares; 2025Q4: 538 shares; 2026Q1: 3,361 shares; 2026Q2: 4,175 shares 4,175 $1.4M 0.02% +814 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: 13,765 shares; 2024Q4: 10,004 shares; 2025Q1: 16,933 shares; 2025Q2: 16,725 shares; 2025Q3: 15,729 shares; 2025Q4: 16,108 shares; 2026Q1: 16,174 shares; 2026Q2: 16,782 shares 16,782 $1.4M 0.02% +608 Timeline SDIV 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: 13,377 shares; 2024Q4: 13,338 shares; 2025Q1: 20,376 shares; 2025Q2: 23,242 shares; 2025Q3: 22,935 shares; 2025Q4: 24,240 shares; 2026Q1: 49,536 shares; 2026Q2: 56,945 shares 56,945 $1.39M 0.02% +7,409 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,824 shares; 2024Q4: 65,312 shares; 2025Q1: 66,909 shares; 2025Q2: 66,570 shares; 2025Q3: 61,143 shares; 2025Q4: 62,456 shares; 2026Q1: 62,857 shares; 2026Q2: 62,409 shares 62,409 $1.39M 0.02% -448 Timeline PGF 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: 110,631 shares; 2024Q4: 103,724 shares; 2025Q1: 102,170 shares; 2025Q2: 101,268 shares; 2025Q3: 117,563 shares; 2025Q4: 111,002 shares; 2026Q1: 107,309 shares; 2026Q2: 101,330 shares 101,330 $1.39M 0.02% -5,979 Timeline QSIX PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,241 shares; 2026Q2: 31,785 shares 31,785 $1.39M 0.02% +3,544 Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,469 shares 25,469 $1.39M 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 933 shares; 2024Q4: 653 shares; 2025Q1: 1,115 shares; 2025Q2: 3,535 shares; 2025Q3: 4,053 shares; 2025Q4: 4,154 shares; 2026Q1: 4,128 shares; 2026Q2: 1,219 shares 1,219 $1.38M 0.02% -2,909 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,559 shares; 2024Q4: 7,416 shares; 2025Q1: 7,670 shares; 2025Q2: 8,724 shares; 2025Q3: 8,417 shares; 2025Q4: 8,279 shares; 2026Q1: 8,260 shares; 2026Q2: 8,179 shares 8,179 $1.38M 0.02% -81 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,371 shares; 2024Q4: 14,957 shares; 2025Q1: 20,656 shares; 2025Q2: 6,753 shares; 2025Q3: 6,793 shares; 2025Q4: 6,403 shares; 2026Q1: 6,371 shares; 2026Q2: 18,971 shares 18,971 $1.38M 0.02% +12,600 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: 9,064 shares 9,064 $1.37M 0.02% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,263 shares; 2025Q1: 3,866 shares; 2025Q2: 3,510 shares; 2025Q3: 3,615 shares; 2025Q4: 3,748 shares; 2026Q1: 3,752 shares; 2026Q2: 3,440 shares 3,440 $1.37M 0.02% -312 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,488 shares; 2024Q4: 7,984 shares; 2025Q1: 13,500 shares; 2025Q2: 13,347 shares; 2025Q3: 12,442 shares; 2025Q4: 13,894 shares; 2026Q1: 14,464 shares; 2026Q2: 10,361 shares 10,361 $1.36M 0.02% -4,103 Timeline MLPD 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: 35,256 shares; 2025Q3: 61,603 shares; 2025Q4: 60,725 shares; 2026Q1: 54,662 shares; 2026Q2: 54,587 shares 54,587 $1.36M 0.02% -75 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,786 shares; 2026Q2: 54,595 shares 54,595 $1.36M 0.02% +19,809 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420,351 shares; 2025Q4: 413,804 shares; 2026Q1: 402,722 shares; 2026Q2: 69,394 shares 69,394 $1.36M 0.02% -333,328 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,168 shares; 2025Q3: 15,022 shares; 2025Q4: 26,574 shares; 2026Q1: 25,482 shares; 2026Q2: 30,191 shares 30,191 $1.36M 0.02% +4,709 Timeline QYLD 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: 33,148 shares; 2024Q4: 35,718 shares; 2025Q1: 43,684 shares; 2025Q2: 57,127 shares; 2025Q3: 82,103 shares; 2025Q4: 89,542 shares; 2026Q1: 76,825 shares; 2026Q2: 73,597 shares 73,597 $1.36M 0.02% -3,228 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,337 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,854 shares; 2026Q2: 17,376 shares 17,376 $1.35M 0.02% +6,522 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: 5,343 shares; 2024Q4: 5,330 shares; 2025Q1: 4,536 shares; 2025Q2: 14,007 shares; 2025Q3: 14,518 shares; 2025Q4: 14,135 shares; 2026Q1: 12,913 shares; 2026Q2: 14,824 shares 14,824 $1.35M 0.02% +1,911 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,014 shares; 2024Q4: 23,925 shares; 2025Q1: 23,092 shares; 2025Q2: 55,044 shares; 2025Q3: 28,101 shares; 2025Q4: 28,603 shares; 2026Q1: 64,235 shares; 2026Q2: 63,968 shares 63,968 $1.35M 0.02% -267 Timeline TOPT 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: 12,035 shares; 2025Q2: 20,471 shares; 2025Q3: 42,240 shares; 2025Q4: 42,334 shares; 2026Q1: 42,676 shares; 2026Q2: 40,952 shares 40,952 $1.35M 0.02% -1,724 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,635 shares; 2026Q2: 89,613 shares 89,613 $1.35M 0.02% +31,978 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,369 shares; 2024Q4: 15,023 shares; 2025Q1: 13,377 shares; 2025Q2: 11,598 shares; 2025Q3: 11,588 shares; 2025Q4: 10,980 shares; 2026Q1: 10,576 shares; 2026Q2: 10,264 shares 10,264 $1.35M 0.02% -312 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: 21,617 shares; 2024Q4: 18,222 shares; 2025Q1: 17,342 shares; 2025Q2: 17,286 shares; 2025Q3: 17,578 shares; 2025Q4: 18,112 shares; 2026Q1: 18,705 shares; 2026Q2: 20,070 shares 20,070 $1.35M 0.02% +1,365 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,768 shares; 2024Q4: 5,763 shares; 2025Q1: 9,319 shares; 2025Q2: 14,056 shares; 2025Q3: 19,240 shares; 2025Q4: 11,997 shares; 2026Q1: 6,262 shares; 2026Q2: 6,086 shares 6,086 $1.33M 0.02% -176 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,527 shares; 2024Q4: 9,778 shares; 2025Q1: 9,164 shares; 2025Q2: 10,458 shares; 2025Q3: 10,518 shares; 2025Q4: 12,501 shares; 2026Q1: 12,009 shares; 2026Q2: 13,907 shares 13,907 $1.33M 0.02% +1,898 Timeline DFAU 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: 14,955 shares; 2024Q4: 20,505 shares; 2025Q1: 26,985 shares; 2025Q2: 24,823 shares; 2025Q3: 26,413 shares; 2025Q4: 29,035 shares; 2026Q1: 25,817 shares; 2026Q2: 25,667 shares 25,667 $1.33M 0.02% -150 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,823 shares; 2024Q4: 74,573 shares; 2025Q1: 74,573 shares; 2025Q2: 75,307 shares; 2025Q3: 80,608 shares; 2025Q4: 89,689 shares; 2026Q1: 77,543 shares; 2026Q2: 103,573 shares 103,573 $1.33M 0.02% +26,030 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,765 shares; 2024Q4: 6,780 shares; 2025Q1: 7,076 shares; 2025Q2: 7,013 shares; 2025Q3: 6,714 shares; 2025Q4: 6,170 shares; 2026Q1: 18,904 shares; 2026Q2: 14,061 shares 14,061 $1.32M 0.02% -4,843 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: 33,607 shares; 2024Q4: 35,708 shares; 2025Q1: 36,961 shares; 2025Q2: 35,851 shares; 2025Q3: 31,299 shares; 2025Q4: 30,370 shares; 2026Q1: 31,132 shares; 2026Q2: 31,189 shares 31,189 $1.31M 0.02% +57 Timeline ASHR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,455 shares 35,455 $1.3M 0.02% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,451 shares; 2024Q4: 10,347 shares; 2025Q1: 10,398 shares; 2025Q2: 34,108 shares; 2025Q3: 9,170 shares; 2025Q4: 13,538 shares; 2026Q1: 11,977 shares; 2026Q2: 14,917 shares 14,917 $1.3M 0.02% +2,940 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,631 shares; 2025Q3: 74,429 shares; 2025Q4: 72,281 shares; 2026Q1: 66,077 shares; 2026Q2: 66,420 shares 66,420 $1.29M 0.02% +343 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: 21,341 shares; 2024Q4: not reported; 2025Q1: 11,573 shares; 2025Q2: 13,678 shares; 2025Q3: 13,046 shares; 2025Q4: 11,906 shares; 2026Q1: 73,624 shares; 2026Q2: 71,444 shares 71,444 $1.29M 0.02% -2,180 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,582 shares; 2024Q4: 4,745 shares; 2025Q1: 4,806 shares; 2025Q2: 5,001 shares; 2025Q3: 5,044 shares; 2025Q4: 4,848 shares; 2026Q1: 20,681 shares; 2026Q2: 29,386 shares 29,386 $1.29M 0.02% +8,705 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: 24,771 shares; 2024Q4: 26,698 shares; 2025Q1: 26,638 shares; 2025Q2: 26,638 shares; 2025Q3: 26,553 shares; 2025Q4: 26,415 shares; 2026Q1: 27,399 shares; 2026Q2: 27,189 shares 27,189 $1.29M 0.02% -210 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: 2,061 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,879 shares; 2026Q1: 9,252 shares; 2026Q2: 9,482 shares 9,482 $1.29M 0.02% +230 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,885 shares; 2024Q4: 177,895 shares; 2025Q1: 184,257 shares; 2025Q2: 191,244 shares; 2025Q3: 189,619 shares; 2025Q4: 185,496 shares; 2026Q1: 173,051 shares; 2026Q2: 158,762 shares 158,762 $1.29M 0.02% -14,289 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,580 shares; 2024Q4: 117,015 shares; 2025Q1: 115,249 shares; 2025Q2: 115,568 shares; 2025Q3: 119,233 shares; 2025Q4: 127,580 shares; 2026Q1: 131,164 shares; 2026Q2: 103,948 shares 103,948 $1.28M 0.02% -27,216 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,498 shares; 2024Q4: 3,302 shares; 2025Q1: 3,031 shares; 2025Q2: 10,235 shares; 2025Q3: 2,233 shares; 2025Q4: 2,285 shares; 2026Q1: 2,360 shares; 2026Q2: 2,571 shares 2,571 $1.28M 0.02% +211 Timeline YORW YORK WTR CO More: the full row for YORK WTR 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: 41,575 shares 41,575 $1.27M 0.02% new Timeline BUFY 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: 13,412 shares; 2025Q3: 19,465 shares; 2025Q4: 23,403 shares; 2026Q1: 36,052 shares; 2026Q2: 54,198 shares 54,198 $1.27M 0.02% +18,146 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,763 shares; 2024Q4: 8,114 shares; 2025Q1: 6,803 shares; 2025Q2: 8,235 shares; 2025Q3: 8,006 shares; 2025Q4: 6,049 shares; 2026Q1: 22,910 shares; 2026Q2: 24,130 shares 24,130 $1.26M 0.02% +1,220 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,235 shares; 2025Q1: 11,965 shares; 2025Q2: 13,500 shares; 2025Q3: 12,789 shares; 2025Q4: 16,678 shares; 2026Q1: 16,928 shares; 2026Q2: 16,938 shares 16,938 $1.26M 0.02% +10 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,780 shares; 2024Q4: 319,338 shares; 2025Q1: 8,818 shares; 2025Q2: 8,474 shares; 2025Q3: 8,865 shares; 2025Q4: 7,972 shares; 2026Q1: 8,033 shares; 2026Q2: 10,548 shares 10,548 $1.26M 0.02% +2,515 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,872 shares; 2025Q1: 39,555 shares; 2025Q2: 41,370 shares; 2025Q3: 41,789 shares; 2025Q4: 60,788 shares; 2026Q1: 73,560 shares; 2026Q2: 64,798 shares 64,798 $1.25M 0.02% -8,762 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: 23,176 shares; 2024Q4: 21,706 shares; 2025Q1: 27,198 shares; 2025Q2: 45,612 shares; 2025Q3: 49,575 shares; 2025Q4: 48,566 shares; 2026Q1: 38,128 shares; 2026Q2: 45,532 shares 45,532 $1.25M 0.02% +7,404 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: 8,169 shares; 2024Q4: 7,605 shares; 2025Q1: 8,418 shares; 2025Q2: 9,615 shares; 2025Q3: 9,207 shares; 2025Q4: 10,098 shares; 2026Q1: 9,129 shares; 2026Q2: 45,281 shares 45,281 $1.24M 0.02% +36,152 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,248 shares; 2024Q4: 8,134 shares; 2025Q1: 9,600 shares; 2025Q2: 9,396 shares; 2025Q3: 9,545 shares; 2025Q4: 9,121 shares; 2026Q1: 8,898 shares; 2026Q2: 8,486 shares 8,486 $1.24M 0.02% -412 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: 974 shares; 2026Q2: 1,432 shares 1,432 $1.23M 0.02% +458 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,048 shares; 2026Q1: 1,050 shares; 2026Q2: 888 shares 888 $1.23M 0.02% -162 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,306 shares; 2026Q1: 20,731 shares; 2026Q2: 30,236 shares 30,236 $1.23M 0.02% +9,505 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,123 shares; 2024Q4: 17,126 shares; 2025Q1: 16,458 shares; 2025Q2: 16,141 shares; 2025Q3: 19,691 shares; 2025Q4: 11,172 shares; 2026Q1: 39,252 shares; 2026Q2: 47,677 shares 47,677 $1.23M 0.02% +8,425 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: 12,212 shares; 2024Q4: 13,365 shares; 2025Q1: 12,175 shares; 2025Q2: 12,631 shares; 2025Q3: 12,743 shares; 2025Q4: 12,818 shares; 2026Q1: 12,723 shares; 2026Q2: 12,048 shares 12,048 $1.22M 0.02% -675 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,409 shares; 2024Q4: 11,395 shares; 2025Q1: 121,547 shares; 2025Q2: 129,485 shares; 2025Q3: 129,774 shares; 2025Q4: 144,509 shares; 2026Q1: 146,616 shares; 2026Q2: 44,204 shares 44,204 $1.21M 0.02% -102,412 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,376 shares; 2026Q1: 10,269 shares; 2026Q2: 10,174 shares 10,174 $1.21M 0.02% -95 Timeline UCON 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: 324,732 shares; 2024Q4: 483,656 shares; 2025Q1: 503,744 shares; 2025Q2: 149,890 shares; 2025Q3: 144,567 shares; 2025Q4: 32,142 shares; 2026Q1: 36,035 shares; 2026Q2: 48,673 shares 48,673 $1.21M 0.02% +12,638 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,703 shares; 2025Q1: 17,564 shares; 2025Q2: 17,229 shares; 2025Q3: 22,926 shares; 2025Q4: 23,073 shares; 2026Q1: 28,246 shares; 2026Q2: 27,661 shares 27,661 $1.21M 0.02% -585 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT 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: 52,302 shares; 2026Q2: 82,285 shares 82,285 $1.2M 0.02% +29,983 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,113 shares; 2025Q4: 135,698 shares; 2026Q1: 77,546 shares; 2026Q2: 87,056 shares 87,056 $1.2M 0.02% +9,510 Timeline NOV NOV INC More: the full row for NOV 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: 64,284 shares 64,284 $1.19M 0.02% new 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: 29,665 shares; 2024Q4: 29,763 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,598 shares; 2025Q4: 8,293 shares; 2026Q1: 14,731 shares; 2026Q2: 27,508 shares 27,508 $1.19M 0.02% +12,777 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,783 shares; 2024Q4: 6,814 shares; 2025Q1: 6,564 shares; 2025Q2: 10,415 shares; 2025Q3: 10,425 shares; 2025Q4: 8,974 shares; 2026Q1: 7,997 shares; 2026Q2: 7,695 shares 7,695 $1.18M 0.02% -302 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: 6,781 shares; 2024Q4: 6,811 shares; 2025Q1: 7,903 shares; 2025Q2: 9,251 shares; 2025Q3: 8,930 shares; 2025Q4: 8,794 shares; 2026Q1: 13,280 shares; 2026Q2: 27,704 shares 27,704 $1.18M 0.02% +14,424 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,322 shares; 2024Q4: 6,380 shares; 2025Q1: 6,927 shares; 2025Q2: 7,310 shares; 2025Q3: 10,002 shares; 2025Q4: 10,542 shares; 2026Q1: 13,504 shares; 2026Q2: 13,458 shares 13,458 $1.18M 0.02% -46 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO 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: 39,450 shares; 2026Q2: 77,709 shares 77,709 $1.17M 0.02% +38,259 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,446 shares; 2024Q4: 47,533 shares; 2025Q1: 48,027 shares; 2025Q2: 45,204 shares; 2025Q3: 44,369 shares; 2025Q4: 41,164 shares; 2026Q1: 41,507 shares; 2026Q2: 41,153 shares 41,153 $1.17M 0.02% -354 Timeline QQQJ 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: 17,379 shares; 2026Q2: 25,661 shares 25,661 $1.17M 0.02% +8,282 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,227 shares; 2024Q4: 8,150 shares; 2025Q1: 7,495 shares; 2025Q2: 6,077 shares; 2025Q3: 5,794 shares; 2025Q4: 6,945 shares; 2026Q1: 26,158 shares; 2026Q2: 25,385 shares 25,385 $1.17M 0.02% -773 Timeline SPLB 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: 122,678 shares; 2024Q4: 70,260 shares; 2025Q1: 63,113 shares; 2025Q2: 58,191 shares; 2025Q3: 58,651 shares; 2025Q4: 57,299 shares; 2026Q1: 51,610 shares; 2026Q2: 52,014 shares 52,014 $1.17M 0.02% +404 Timeline BXP BXP INC More: the full row for BXP 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: 14,986 shares; 2026Q2: 17,440 shares 17,440 $1.16M 0.02% +2,454 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: not reported; 2024Q4: 1,919 shares; 2025Q1: 1,920 shares; 2025Q2: 6,242 shares; 2025Q3: 3,587 shares; 2025Q4: 2,634 shares; 2026Q1: 6,875 shares; 2026Q2: 7,363 shares 7,363 $1.16M 0.02% +488 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,368 shares; 2024Q4: 15,122 shares; 2025Q1: 14,398 shares; 2025Q2: 14,843 shares; 2025Q3: 12,410 shares; 2025Q4: 11,923 shares; 2026Q1: 12,326 shares; 2026Q2: 18,700 shares 18,700 $1.16M 0.02% +6,374 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,731 shares; 2024Q4: 87,585 shares; 2025Q1: 13,272 shares; 2025Q2: 9,736 shares; 2025Q3: 80,666 shares; 2025Q4: 80,114 shares; 2026Q1: 81,993 shares; 2026Q2: 8,410 shares 8,410 $1.15M 0.02% -73,583 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,569 shares; 2024Q4: 3,142 shares; 2025Q1: 4,264 shares; 2025Q2: 4,355 shares; 2025Q3: 4,550 shares; 2025Q4: 4,990 shares; 2026Q1: 4,768 shares; 2026Q2: 3,838 shares 3,838 $1.15M 0.02% -930 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,944 shares; 2024Q4: 17,436 shares; 2025Q1: 17,161 shares; 2025Q2: 18,044 shares; 2025Q3: 18,040 shares; 2025Q4: 18,126 shares; 2026Q1: 18,283 shares; 2026Q2: 16,798 shares 16,798 $1.15M 0.02% -1,485 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,824 shares 19,824 $1.14M 0.02% new 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: 7,980 shares; 2024Q4: 8,333 shares; 2025Q1: 7,827 shares; 2025Q2: 7,436 shares; 2025Q3: 6,958 shares; 2025Q4: 9,158 shares; 2026Q1: 18,691 shares; 2026Q2: 19,812 shares 19,812 $1.14M 0.02% +1,121 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,389 shares; 2024Q4: 3,399 shares; 2025Q1: 3,390 shares; 2025Q2: 3,453 shares; 2025Q3: 3,684 shares; 2025Q4: 3,895 shares; 2026Q1: 3,798 shares; 2026Q2: 6,530 shares 6,530 $1.14M 0.02% +2,732 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: 13,939 shares; 2024Q4: 14,946 shares; 2025Q1: 15,329 shares; 2025Q2: 15,153 shares; 2025Q3: 15,192 shares; 2025Q4: 13,236 shares; 2026Q1: 14,762 shares; 2026Q2: 13,555 shares 13,555 $1.13M 0.02% -1,207 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,050 shares; 2025Q3: 8,022 shares; 2025Q4: 8,537 shares; 2026Q1: 9,488 shares; 2026Q2: 15,776 shares 15,776 $1.13M 0.02% +6,288 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: 4,800 shares; 2024Q4: 4,819 shares; 2025Q1: 4,594 shares; 2025Q2: 4,524 shares; 2025Q3: 4,517 shares; 2025Q4: 4,815 shares; 2026Q1: 4,846 shares; 2026Q2: 4,843 shares 4,843 $1.13M 0.02% -3 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,216 shares; 2024Q4: 91,274 shares; 2025Q1: 91,293 shares; 2025Q2: 92,592 shares; 2025Q3: 94,554 shares; 2025Q4: 93,665 shares; 2026Q1: 94,092 shares; 2026Q2: 96,074 shares 96,074 $1.13M 0.02% +1,982 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: 52,150 shares; 2024Q4: 24,897 shares; 2025Q1: 27,194 shares; 2025Q2: 38,042 shares; 2025Q3: 20,735 shares; 2025Q4: 20,286 shares; 2026Q1: 19,200 shares; 2026Q2: 19,441 shares 19,441 $1.12M 0.02% +241 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: 9,160 shares; 2024Q4: 8,773 shares; 2025Q1: 7,994 shares; 2025Q2: 116,395 shares; 2025Q3: 115,977 shares; 2025Q4: 92,669 shares; 2026Q1: 20,600 shares; 2026Q2: 23,155 shares 23,155 $1.12M 0.02% +2,555 Timeline HISF 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: 21,288 shares; 2024Q4: 22,616 shares; 2025Q1: 25,826 shares; 2025Q2: 25,360 shares; 2025Q3: 25,360 shares; 2025Q4: 26,740 shares; 2026Q1: 25,360 shares; 2026Q2: 25,349 shares 25,349 $1.12M 0.02% -11 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: 24,369 shares; 2024Q4: 42,238 shares; 2025Q1: 35,724 shares; 2025Q2: 53,948 shares; 2025Q3: 66,470 shares; 2025Q4: 65,335 shares; 2026Q1: 88,029 shares; 2026Q2: 102,821 shares 102,821 $1.12M 0.02% +14,792 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,547 shares; 2024Q4: 48,547 shares; 2025Q1: 47,647 shares; 2025Q2: 78,018 shares; 2025Q3: 74,409 shares; 2025Q4: 59,792 shares; 2026Q1: 61,204 shares; 2026Q2: 60,538 shares 60,538 $1.12M 0.02% -666 Timeline SOXQ 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: 9,097 shares; 2025Q3: 10,096 shares; 2025Q4: 9,890 shares; 2026Q1: 10,066 shares; 2026Q2: 9,926 shares 9,926 $1.11M 0.02% -140 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,961 shares; 2026Q2: 19,565 shares 19,565 $1.11M 0.02% +10,604 Timeline BKLN 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: 76,076 shares; 2024Q4: 70,374 shares; 2025Q1: 66,517 shares; 2025Q2: 72,543 shares; 2025Q3: 73,414 shares; 2025Q4: 62,876 shares; 2026Q1: 61,079 shares; 2026Q2: 54,390 shares 54,390 $1.11M 0.02% -6,689 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,328 shares; 2024Q4: 3,200 shares; 2025Q1: 2,862 shares; 2025Q2: 3,057 shares; 2025Q3: 3,855 shares; 2025Q4: 6,179 shares; 2026Q1: 6,320 shares; 2026Q2: 6,760 shares 6,760 $1.11M 0.02% +440 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033 shares; 2024Q4: 9,967 shares; 2025Q1: 12,719 shares; 2025Q2: 1,753 shares; 2025Q3: 2,069 shares; 2025Q4: 2,016 shares; 2026Q1: 2,254 shares; 2026Q2: 5,705 shares 5,705 $1.1M 0.02% +3,451 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: 8,655 shares; 2024Q4: 8,380 shares; 2025Q1: 4,804 shares; 2025Q2: 6,267 shares; 2025Q3: 9,797 shares; 2025Q4: 11,362 shares; 2026Q1: 11,718 shares; 2026Q2: 9,400 shares 9,400 $1.1M 0.02% -2,318 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,674 shares; 2024Q4: 35,778 shares; 2025Q1: 37,055 shares; 2025Q2: 35,476 shares; 2025Q3: 34,594 shares; 2025Q4: 33,243 shares; 2026Q1: 31,948 shares; 2026Q2: 30,076 shares 30,076 $1.09M 0.02% -1,872 Timeline VXF 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: 5,260 shares; 2024Q4: 8,068 shares; 2025Q1: 5,410 shares; 2025Q2: 5,292 shares; 2025Q3: 5,322 shares; 2025Q4: 5,268 shares; 2026Q1: 5,478 shares; 2026Q2: 4,426 shares 4,426 $1.09M 0.02% -1,052 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,100 shares; 2024Q4: 49,918 shares; 2025Q1: 58,330 shares; 2025Q2: 59,987 shares; 2025Q3: 21,203 shares; 2025Q4: 17,628 shares; 2026Q1: 17,607 shares; 2026Q2: 19,102 shares 19,102 $1.08M 0.02% +1,495 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: 4,905 shares; 2024Q4: 4,907 shares; 2025Q1: 4,908 shares; 2025Q2: 5,062 shares; 2025Q3: 4,918 shares; 2025Q4: 4,826 shares; 2026Q1: 4,826 shares; 2026Q2: 5,232 shares 5,232 $1.08M 0.02% +406 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,732 shares; 2024Q4: 8,032 shares; 2025Q1: 8,562 shares; 2025Q2: 10,564 shares; 2025Q3: 10,264 shares; 2025Q4: 10,264 shares; 2026Q1: 10,264 shares; 2026Q2: 10,264 shares 10,264 $1.08M 0.02% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,582 shares; 2025Q2: 5,671 shares; 2025Q3: 6,283 shares; 2025Q4: 7,142 shares; 2026Q1: 7,320 shares; 2026Q2: 5,852 shares 5,852 $1.08M 0.02% -1,468 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,885 shares; 2024Q4: 13,366 shares; 2025Q1: 13,366 shares; 2025Q2: 18,341 shares; 2025Q3: 17,841 shares; 2025Q4: 18,383 shares; 2026Q1: 18,396 shares; 2026Q2: 18,396 shares 18,396 $1.08M 0.02% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,778 shares; 2025Q3: 9,788 shares; 2025Q4: 9,799 shares; 2026Q1: 10,597 shares; 2026Q2: 10,380 shares 10,380 $1.07M 0.02% -217 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,982 shares; 2026Q1: 34,337 shares; 2026Q2: 34,662 shares 34,662 $1.06M 0.02% +325 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: 5,290 shares; 2024Q4: 7,112 shares; 2025Q1: 6,949 shares; 2025Q2: 5,008 shares; 2025Q3: 4,726 shares; 2025Q4: 4,623 shares; 2026Q1: 4,404 shares; 2026Q2: 4,473 shares 4,473 $1.06M 0.02% +69 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,607 shares; 2026Q1: 18,678 shares; 2026Q2: 20,162 shares 20,162 $1.06M 0.02% +1,484 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,461 shares; 2024Q4: 25,615 shares; 2025Q1: 25,570 shares; 2025Q2: 18,678 shares; 2025Q3: 21,756 shares; 2025Q4: 21,722 shares; 2026Q1: 23,545 shares; 2026Q2: 20,962 shares 20,962 $1.06M 0.02% -2,583 Timeline JVAL 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: 18,082 shares 18,082 $1.06M 0.02% new 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: 1,979 shares; 2024Q4: 2,187 shares; 2025Q1: 2,185 shares; 2025Q2: 4,647 shares; 2025Q3: 5,356 shares; 2025Q4: 6,109 shares; 2026Q1: 7,069 shares; 2026Q2: 7,226 shares 7,226 $1.06M 0.02% +157 Timeline GOVI 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: 60,196 shares; 2024Q4: 58,807 shares; 2025Q1: 27,705 shares; 2025Q2: 30,020 shares; 2025Q3: 31,183 shares; 2025Q4: 32,806 shares; 2026Q1: 36,477 shares; 2026Q2: 38,898 shares 38,898 $1.06M 0.02% +2,421 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,945 shares; 2026Q2: 48,684 shares 48,684 $1.06M 0.02% +7,739 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: not reported; 2024Q4: 4,274 shares; 2025Q1: 4,507 shares; 2025Q2: 6,179 shares; 2025Q3: 6,016 shares; 2025Q4: 6,944 shares; 2026Q1: 6,977 shares; 2026Q2: 6,920 shares 6,920 $1.05M 0.02% -57 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,051 shares; 2024Q4: 30,921 shares; 2025Q1: 30,622 shares; 2025Q2: 38,585 shares; 2025Q3: 42,453 shares; 2025Q4: 22,810 shares; 2026Q1: 28,110 shares; 2026Q2: 36,447 shares 36,447 $1.05M 0.02% +8,337 Timeline DVOL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,333 shares; 2024Q4: 20,999 shares; 2025Q1: 23,563 shares; 2025Q2: 26,220 shares; 2025Q3: 25,725 shares; 2025Q4: 26,478 shares; 2026Q1: 28,783 shares; 2026Q2: 28,660 shares 28,660 $1.05M 0.02% -123 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,482 shares; 2024Q4: 20,776 shares; 2025Q1: 20,413 shares; 2025Q2: 19,934 shares; 2025Q3: 19,728 shares; 2025Q4: 20,455 shares; 2026Q1: 20,064 shares; 2026Q2: 19,981 shares 19,981 $1.05M 0.02% -83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,831 shares 108,831 $1.04M 0.02% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 187 shares; 2025Q1: 203 shares; 2025Q2: 188 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 871 shares 871 $1.04M 0.02% new Timeline AIA 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: 36,136 shares; 2025Q2: 7,715 shares; 2025Q3: 9,365 shares; 2025Q4: 9,365 shares; 2026Q1: 7,365 shares; 2026Q2: 7,340 shares 7,340 $1.04M 0.02% -25 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 8,375 shares; 2026Q1: 10,650 shares; 2026Q2: 26,440 shares 26,440 $1.04M 0.02% +15,790 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 33,806 shares 33,806 $1.03M 0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,805 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,677 shares; 2026Q2: 12,378 shares 12,378 $1.03M 0.01% +701 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,475 shares; 2026Q2: 26,880 shares 26,880 $1.03M 0.01% +2,405 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,881 shares; 2024Q4: 15,043 shares; 2025Q1: 16,507 shares; 2025Q2: 45,682 shares; 2025Q3: 16,105 shares; 2025Q4: 50,533 shares; 2026Q1: 54,774 shares; 2026Q2: 19,590 shares 19,590 $1.03M 0.01% -35,184 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,175 shares; 2024Q4: 22,340 shares; 2025Q1: 32,743 shares; 2025Q2: 38,258 shares; 2025Q3: 60,459 shares; 2025Q4: 41,010 shares; 2026Q1: 10,946 shares; 2026Q2: 9,584 shares 9,584 $1.03M 0.01% -1,362 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,955 shares; 2026Q1: 19,287 shares; 2026Q2: 31,039 shares 31,039 $1.02M 0.01% +11,752 Timeline PSCI 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: 5,482 shares 5,482 $1.02M 0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,221 shares; 2024Q4: 5,788 shares; 2025Q1: 7,941 shares; 2025Q2: 9,152 shares; 2025Q3: 10,965 shares; 2025Q4: 12,166 shares; 2026Q1: 13,486 shares; 2026Q2: 13,399 shares 13,399 $1.02M 0.01% -87 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,909 shares; 2024Q4: 16,909 shares; 2025Q1: 16,909 shares; 2025Q2: 16,909 shares; 2025Q3: 28,209 shares; 2025Q4: 25,897 shares; 2026Q1: 24,821 shares; 2026Q2: 24,821 shares 24,821 $1.02M 0.01% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,297 shares; 2025Q2: 4,246 shares; 2025Q3: 3,993 shares; 2025Q4: 4,764 shares; 2026Q1: 9,673 shares; 2026Q2: 13,704 shares 13,704 $1.01M 0.01% +4,031 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,996 shares; 2024Q4: 11,371 shares; 2025Q1: 11,033 shares; 2025Q2: 11,028 shares; 2025Q3: 10,767 shares; 2025Q4: 10,369 shares; 2026Q1: 10,017 shares; 2026Q2: 9,898 shares 9,898 $1.01M 0.01% -119 Timeline AGQI 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: 48,896 shares; 2025Q4: 56,358 shares; 2026Q1: 55,805 shares; 2026Q2: 55,929 shares 55,929 $1.01M 0.01% +124 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,903 shares; 2024Q4: 13,189 shares; 2025Q1: 17,701 shares; 2025Q2: 19,496 shares; 2025Q3: 19,274 shares; 2025Q4: 19,178 shares; 2026Q1: 18,801 shares; 2026Q2: 24,846 shares 24,846 $1.01M 0.01% +6,045 Timeline CATH 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: 8,372 shares; 2024Q4: 9,874 shares; 2025Q1: 10,804 shares; 2025Q2: 11,184 shares; 2025Q3: 11,139 shares; 2025Q4: 10,383 shares; 2026Q1: 11,388 shares; 2026Q2: 11,388 shares 11,388 $1.01M 0.01% 0 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: 24,045 shares; 2024Q4: 23,042 shares; 2025Q1: 23,304 shares; 2025Q2: 22,281 shares; 2025Q3: 27,640 shares; 2025Q4: 33,876 shares; 2026Q1: 33,430 shares; 2026Q2: 33,271 shares 33,271 $1M 0.01% -159 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: not reported; 2024Q4: 1,831 shares; 2025Q1: 1,908 shares; 2025Q2: 1,895 shares; 2025Q3: 1,862 shares; 2025Q4: 1,912 shares; 2026Q1: 7,723 shares; 2026Q2: 7,450 shares 7,450 $1M 0.01% -273 Timeline FTXL 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: 4,715 shares; 2024Q4: 2,828 shares; 2025Q1: 2,671 shares; 2025Q2: 2,374 shares; 2025Q3: 2,309 shares; 2025Q4: 3,272 shares; 2026Q1: 3,416 shares; 2026Q2: 3,492 shares 3,492 $997K 0.01% +76 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: 12,169 shares; 2024Q4: 11,473 shares; 2025Q1: not reported; 2025Q2: 3,268 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,965 shares; 2026Q2: 12,070 shares 12,070 $995K 0.01% +105 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 4,987 shares; 2026Q1: 9,338 shares; 2026Q2: 11,197 shares 11,197 $995K 0.01% +1,859 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,037 shares; 2024Q4: 5,640 shares; 2025Q1: 2,781 shares; 2025Q2: 3,159 shares; 2025Q3: 3,292 shares; 2025Q4: 3,294 shares; 2026Q1: 4,046 shares; 2026Q2: 4,212 shares 4,212 $994K 0.01% +166 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,700 shares; 2025Q3: 33,988 shares; 2025Q4: 34,108 shares; 2026Q1: 34,488 shares; 2026Q2: 57,438 shares 57,438 $993K 0.01% +22,950 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,156 shares; 2024Q4: 3,125 shares; 2025Q1: 4,542 shares; 2025Q2: 4,665 shares; 2025Q3: 5,314 shares; 2025Q4: 7,319 shares; 2026Q1: 8,502 shares; 2026Q2: 9,492 shares 9,492 $992K 0.01% +990 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,918 shares; 2024Q4: 31,543 shares; 2025Q1: 18,334 shares; 2025Q2: 18,715 shares; 2025Q3: 17,860 shares; 2025Q4: 49,786 shares; 2026Q1: 60,669 shares; 2026Q2: 66,563 shares 66,563 $991K 0.01% +5,894 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: 8,033 shares; 2025Q2: 18,924 shares; 2025Q3: 20,515 shares; 2025Q4: 20,258 shares; 2026Q1: 12,711 shares; 2026Q2: 11,055 shares 11,055 $991K 0.01% -1,656 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: 24,225 shares; 2024Q4: 19,660 shares; 2025Q1: 19,967 shares; 2025Q2: 16,163 shares; 2025Q3: 16,833 shares; 2025Q4: 16,850 shares; 2026Q1: 20,727 shares; 2026Q2: 19,689 shares 19,689 $989K 0.01% -1,038 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: 32,184 shares; 2024Q4: 35,216 shares; 2025Q1: 39,662 shares; 2025Q2: 40,499 shares; 2025Q3: 39,911 shares; 2025Q4: 42,594 shares; 2026Q1: 48,062 shares; 2026Q2: 49,457 shares 49,457 $989K 0.01% +1,395 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,112 shares; 2024Q4: 6,935 shares; 2025Q1: 6,972 shares; 2025Q2: 7,195 shares; 2025Q3: 6,450 shares; 2025Q4: 6,409 shares; 2026Q1: 6,340 shares; 2026Q2: 6,158 shares 6,158 $985K 0.01% -182 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: 7,148 shares; 2024Q4: 7,208 shares; 2025Q1: 7,511 shares; 2025Q2: 8,593 shares; 2025Q3: 8,753 shares; 2025Q4: 8,909 shares; 2026Q1: 9,303 shares; 2026Q2: 8,861 shares 8,861 $980K 0.01% -442 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,408 shares; 2024Q4: 7,559 shares; 2025Q1: 7,682 shares; 2025Q2: 23,846 shares; 2025Q3: 22,850 shares; 2025Q4: 22,456 shares; 2026Q1: 24,661 shares; 2026Q2: 20,452 shares 20,452 $976K 0.01% -4,209 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 31,815 shares; 2026Q2: 53,939 shares 53,939 $976K 0.01% +22,124 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,616 shares; 2024Q4: 3,803 shares; 2025Q1: 3,400 shares; 2025Q2: 7,490 shares; 2025Q3: 21,031 shares; 2025Q4: 18,865 shares; 2026Q1: 9,661 shares; 2026Q2: 10,047 shares 10,047 $976K 0.01% +386 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,976 shares; 2024Q4: 18,505 shares; 2025Q1: 18,451 shares; 2025Q2: 27,051 shares; 2025Q3: 36,406 shares; 2025Q4: 26,541 shares; 2026Q1: 26,711 shares; 2026Q2: 26,368 shares 26,368 $973K 0.01% -343 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: 19,950 shares; 2024Q4: 21,125 shares; 2025Q1: 23,175 shares; 2025Q2: 32,805 shares; 2025Q3: 33,680 shares; 2025Q4: 33,229 shares; 2026Q1: 32,496 shares; 2026Q2: 24,155 shares 24,155 $972K 0.01% -8,341 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,929 shares; 2024Q4: 3,675 shares; 2025Q1: 6,237 shares; 2025Q2: 11,003 shares; 2025Q3: 9,327 shares; 2025Q4: 7,526 shares; 2026Q1: 7,436 shares; 2026Q2: 9,093 shares 9,093 $971K 0.01% +1,657 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,001 shares 23,001 $970K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,882 shares; 2025Q3: 455 shares; 2025Q4: 2,017 shares; 2026Q1: 1,951 shares; 2026Q2: 2,141 shares 2,141 $970K 0.01% +190 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: 2,808 shares; 2024Q4: 3,091 shares; 2025Q1: 4,536 shares; 2025Q2: 4,492 shares; 2025Q3: 5,920 shares; 2025Q4: 7,630 shares; 2026Q1: 7,495 shares; 2026Q2: 7,677 shares 7,677 $970K 0.01% +182 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,383 shares; 2024Q4: 26,535 shares; 2025Q1: 24,028 shares; 2025Q2: 28,620 shares; 2025Q3: 31,722 shares; 2025Q4: 29,990 shares; 2026Q1: 30,140 shares; 2026Q2: 35,139 shares 35,139 $970K 0.01% +4,999 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: 7,932 shares; 2025Q2: 15,991 shares; 2025Q3: 12,218 shares; 2025Q4: 12,470 shares; 2026Q1: 12,210 shares; 2026Q2: 11,717 shares 11,717 $968K 0.01% -493 Timeline FEMB 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: 26,595 shares; 2024Q4: 12,015 shares; 2025Q1: 12,435 shares; 2025Q2: 24,954 shares; 2025Q3: 28,282 shares; 2025Q4: 30,747 shares; 2026Q1: 33,102 shares; 2026Q2: 33,100 shares 33,100 $967K 0.01% -2 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: 58,190 shares; 2024Q4: 74,410 shares; 2025Q1: 59,111 shares; 2025Q2: 12,837 shares; 2025Q3: 50,196 shares; 2025Q4: 6,719 shares; 2026Q1: 46,351 shares; 2026Q2: 6,523 shares 6,523 $966K 0.01% -39,828 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,513 shares; 2026Q1: 3,775 shares; 2026Q2: 9,510 shares 9,510 $965K 0.01% +5,735 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,357 shares; 2024Q4: 16,165 shares; 2025Q1: 13,939 shares; 2025Q2: 19,021 shares; 2025Q3: 21,512 shares; 2025Q4: 24,267 shares; 2026Q1: 26,249 shares; 2026Q2: 27,795 shares 27,795 $962K 0.01% +1,546 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,163 shares; 2024Q4: 21,189 shares; 2025Q1: 22,648 shares; 2025Q2: 14,817 shares; 2025Q3: 14,407 shares; 2025Q4: 14,937 shares; 2026Q1: 14,429 shares; 2026Q2: 15,506 shares 15,506 $961K 0.01% +1,077 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: 3,339 shares; 2024Q4: 11,280 shares; 2025Q1: 12,781 shares; 2025Q2: 12,221 shares; 2025Q3: 5,998 shares; 2025Q4: 12,836 shares; 2026Q1: 5,851 shares; 2026Q2: 7,817 shares 7,817 $957K 0.01% +1,966 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: not reported; 2024Q4: 14,711 shares; 2025Q1: 27,803 shares; 2025Q2: 26,816 shares; 2025Q3: 30,770 shares; 2025Q4: 31,823 shares; 2026Q1: 34,148 shares; 2026Q2: 34,428 shares 34,428 $953K 0.01% +280 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,296 shares; 2025Q3: 13,032 shares; 2025Q4: 13,657 shares; 2026Q1: 14,462 shares; 2026Q2: 13,968 shares 13,968 $952K 0.01% -494 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,703 shares; 2025Q1: 16,513 shares; 2025Q2: 22,021 shares; 2025Q3: 63,654 shares; 2025Q4: 78,954 shares; 2026Q1: 22,529 shares; 2026Q2: 23,688 shares 23,688 $951K 0.01% +1,159 Timeline PWZ 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: 68,971 shares; 2024Q4: 75,464 shares; 2025Q1: 44,975 shares; 2025Q2: 43,213 shares; 2025Q3: 43,896 shares; 2025Q4: 41,555 shares; 2026Q1: 37,656 shares; 2026Q2: 38,693 shares 38,693 $948K 0.01% +1,037 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,207 shares; 2024Q4: 47,919 shares; 2025Q1: 48,291 shares; 2025Q2: 40,832 shares; 2025Q3: 39,745 shares; 2025Q4: 47,637 shares; 2026Q1: 47,234 shares; 2026Q2: 17,169 shares 17,169 $946K 0.01% -30,065 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,466 shares; 2024Q4: 9,061 shares; 2025Q1: 10,401 shares; 2025Q2: 10,554 shares; 2025Q3: 10,554 shares; 2025Q4: 10,554 shares; 2026Q1: 10,429 shares; 2026Q2: 10,429 shares 10,429 $944K 0.01% 0 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,408 shares; 2026Q2: 10,259 shares 10,259 $943K 0.01% +6,851 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,995 shares; 2025Q2: 5,119 shares; 2025Q3: 5,228 shares; 2025Q4: 19,210 shares; 2026Q1: 17,972 shares; 2026Q2: 21,114 shares 21,114 $938K 0.01% +3,142 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: 7,040 shares; 2024Q4: 7,227 shares; 2025Q1: 7,537 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,437 shares; 2026Q2: 6,424 shares 6,424 $937K 0.01% -13 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,823 shares; 2024Q4: 40,292 shares; 2025Q1: 40,253 shares; 2025Q2: 41,580 shares; 2025Q3: 47,625 shares; 2025Q4: 45,133 shares; 2026Q1: 46,464 shares; 2026Q2: 51,465 shares 51,465 $935K 0.01% +5,001 Timeline PEY 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: 36,814 shares; 2024Q4: 37,320 shares; 2025Q1: 37,411 shares; 2025Q2: 39,873 shares; 2025Q3: 41,221 shares; 2025Q4: 41,585 shares; 2026Q1: 41,666 shares; 2026Q2: 40,127 shares 40,127 $930K 0.01% -1,539 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,808 shares; 2024Q4: 28,628 shares; 2025Q1: 6,385 shares; 2025Q2: 5,608 shares; 2025Q3: 5,237 shares; 2025Q4: 6,608 shares; 2026Q1: 7,258 shares; 2026Q2: 5,254 shares 5,254 $924K 0.01% -2,004 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,158 shares; 2026Q2: 69,514 shares 69,514 $923K 0.01% -21,644 Timeline FUMB 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: 31,979 shares; 2024Q4: 34,992 shares; 2025Q1: 39,255 shares; 2025Q2: 39,187 shares; 2025Q3: 38,627 shares; 2025Q4: 39,578 shares; 2026Q1: 44,570 shares; 2026Q2: 45,907 shares 45,907 $921K 0.01% +1,337 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,979 shares; 2024Q4: 5,745 shares; 2025Q1: 6,811 shares; 2025Q2: 6,717 shares; 2025Q3: 6,717 shares; 2025Q4: 6,170 shares; 2026Q1: 9,010 shares; 2026Q2: 9,946 shares 9,946 $920K 0.01% +936 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,125 shares; 2025Q3: 85,833 shares; 2025Q4: 176,347 shares; 2026Q1: 71,260 shares; 2026Q2: 36,639 shares 36,639 $918K 0.01% -34,621 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,695 shares; 2025Q2: 49,933 shares; 2025Q3: 49,788 shares; 2025Q4: 48,960 shares; 2026Q1: 50,111 shares; 2026Q2: 46,090 shares 46,090 $917K 0.01% -4,021 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,894 shares; 2024Q4: 25,894 shares; 2025Q1: 20,254 shares; 2025Q2: 20,336 shares; 2025Q3: 25,474 shares; 2025Q4: 61,614 shares; 2026Q1: 132,028 shares; 2026Q2: 156,103 shares 156,103 $907K 0.01% +24,075 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: 13,891 shares; 2024Q4: 7,060 shares; 2025Q1: 12,852 shares; 2025Q2: 12,848 shares; 2025Q3: 11,802 shares; 2025Q4: 14,082 shares; 2026Q1: 13,675 shares; 2026Q2: 14,326 shares 14,326 $902K 0.01% +651 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: 28,889 shares; 2024Q4: 8,589 shares; 2025Q1: 17,376 shares; 2025Q2: 15,797 shares; 2025Q3: 89,702 shares; 2025Q4: 91,231 shares; 2026Q1: 94,876 shares; 2026Q2: 17,834 shares 17,834 $901K 0.01% -77,042 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,050 shares; 2024Q4: 9,053 shares; 2025Q1: 10,313 shares; 2025Q2: 6,918 shares; 2025Q3: 3,681 shares; 2025Q4: 4,293 shares; 2026Q1: 5,066 shares; 2026Q2: 12,268 shares 12,268 $894K 0.01% +7,202 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: 4,468 shares; 2024Q4: 10,807 shares; 2025Q1: 10,599 shares; 2025Q2: 8,794 shares; 2025Q3: 8,697 shares; 2025Q4: 7,629 shares; 2026Q1: 7,227 shares; 2026Q2: 7,175 shares 7,175 $893K 0.01% -52 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,371 shares; 2025Q3: 28,122 shares; 2025Q4: 27,865 shares; 2026Q1: 33,242 shares; 2026Q2: 33,200 shares 33,200 $892K 0.01% -42 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,737 shares; 2024Q4: 7,270 shares; 2025Q1: 6,787 shares; 2025Q2: 11,683 shares; 2025Q3: 11,726 shares; 2025Q4: 11,309 shares; 2026Q1: 10,920 shares; 2026Q2: 8,089 shares 8,089 $886K 0.01% -2,831 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,837 shares; 2024Q4: 21,075 shares; 2025Q1: 21,405 shares; 2025Q2: 20,142 shares; 2025Q3: 19,422 shares; 2025Q4: 18,208 shares; 2026Q1: 17,765 shares; 2026Q2: 17,923 shares 17,923 $885K 0.01% +158 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,503 shares; 2025Q3: 7,784 shares; 2025Q4: 7,734 shares; 2026Q1: 7,888 shares; 2026Q2: 7,810 shares 7,810 $883K 0.01% -78 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: 7,209 shares; 2024Q4: 7,635 shares; 2025Q1: 7,343 shares; 2025Q2: 5,927 shares; 2025Q3: 5,963 shares; 2025Q4: 7,017 shares; 2026Q1: 9,030 shares; 2026Q2: 8,038 shares 8,038 $883K 0.01% -992 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,329 shares; 2025Q3: 1,459 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,258 shares 6,258 $880K 0.01% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,334 shares 17,334 $879K 0.01% new Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,527 shares; 2024Q4: 6,716 shares; 2025Q1: 8,222 shares; 2025Q2: 8,574 shares; 2025Q3: 8,427 shares; 2025Q4: 8,212 shares; 2026Q1: 7,993 shares; 2026Q2: 8,101 shares 8,101 $878K 0.01% +108 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,001 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,163 shares; 2026Q2: 17,057 shares 17,057 $869K 0.01% +4,894 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,726 shares; 2024Q4: 12,077 shares; 2025Q1: 22,406 shares; 2025Q2: 13,556 shares; 2025Q3: 11,897 shares; 2025Q4: 11,560 shares; 2026Q1: 10,958 shares; 2026Q2: 9,976 shares 9,976 $868K 0.01% -982 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,635 shares; 2024Q4: 6,629 shares; 2025Q1: 6,193 shares; 2025Q2: 6,132 shares; 2025Q3: 6,173 shares; 2025Q4: 4,957 shares; 2026Q1: 3,757 shares; 2026Q2: 3,642 shares 3,642 $867K 0.01% -115 Timeline VDC 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: 5,476 shares; 2024Q4: 5,178 shares; 2025Q1: 3,774 shares; 2025Q2: 3,871 shares; 2025Q3: 4,117 shares; 2025Q4: 4,188 shares; 2026Q1: 4,186 shares; 2026Q2: 3,841 shares 3,841 $867K 0.01% -345 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,213 shares 41,213 $857K 0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,963 shares; 2024Q4: 8,828 shares; 2025Q1: 7,345 shares; 2025Q2: 7,752 shares; 2025Q3: 7,731 shares; 2025Q4: 7,160 shares; 2026Q1: 8,877 shares; 2026Q2: 9,033 shares 9,033 $855K 0.01% +156 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 10,472 shares 10,472 $855K 0.01% new Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,976 shares; 2024Q4: 13,307 shares; 2025Q1: 14,620 shares; 2025Q2: 14,685 shares; 2025Q3: 15,869 shares; 2025Q4: 16,430 shares; 2026Q1: 16,712 shares; 2026Q2: 16,779 shares 16,779 $851K 0.01% +67 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: 9,583 shares; 2024Q4: 9,977 shares; 2025Q1: 9,985 shares; 2025Q2: 9,429 shares; 2025Q3: 9,356 shares; 2025Q4: 9,800 shares; 2026Q1: 20,159 shares; 2026Q2: 11,160 shares 11,160 $849K 0.01% -8,999 Timeline DLNV 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: 19,952 shares; 2026Q2: 25,780 shares 25,780 $848K 0.01% +5,828 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,237 shares; 2024Q4: 13,733 shares; 2025Q1: 11,400 shares; 2025Q2: 11,451 shares; 2025Q3: 11,112 shares; 2025Q4: 16,675 shares; 2026Q1: 16,545 shares; 2026Q2: 16,473 shares 16,473 $847K 0.01% -72 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: 5,223 shares; 2024Q4: 5,374 shares; 2025Q1: 2,955 shares; 2025Q2: 2,166 shares; 2025Q3: 1,928 shares; 2025Q4: 1,943 shares; 2026Q1: 6,260 shares; 2026Q2: 6,148 shares 6,148 $847K 0.01% -112 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,018 shares 26,018 $844K 0.01% new 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: 6,148 shares; 2024Q4: 5,455 shares; 2025Q1: 5,611 shares; 2025Q2: 5,781 shares; 2025Q3: 5,649 shares; 2025Q4: 1,461 shares; 2026Q1: 9,882 shares; 2026Q2: 4,085 shares 4,085 $843K 0.01% -5,797 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,136 shares; 2026Q2: 4,742 shares 4,742 $841K 0.01% +606 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: 26,900 shares; 2025Q3: 50,800 shares; 2025Q4: 125,959 shares; 2026Q1: 79,912 shares; 2026Q2: 75,404 shares 75,404 $839K 0.01% -4,508 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,813 shares; 2024Q4: 23,282 shares; 2025Q1: 23,571 shares; 2025Q2: 34,163 shares; 2025Q3: 29,691 shares; 2025Q4: 24,809 shares; 2026Q1: 18,192 shares; 2026Q2: 20,300 shares 20,300 $839K 0.01% +2,108 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,597 shares; 2025Q3: 7,429 shares; 2025Q4: 8,703 shares; 2026Q1: 8,301 shares; 2026Q2: 13,696 shares 13,696 $839K 0.01% +5,395 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: 13,217 shares; 2026Q1: 13,994 shares; 2026Q2: 18,343 shares 18,343 $839K 0.01% +4,349 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: not reported; 2024Q4: not reported; 2025Q1: 38,626 shares; 2025Q2: 37,303 shares; 2025Q3: 37,369 shares; 2025Q4: 35,957 shares; 2026Q1: 35,748 shares; 2026Q2: 35,565 shares 35,565 $839K 0.01% -183 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: 15,579 shares; 2024Q4: 15,338 shares; 2025Q1: 15,684 shares; 2025Q2: 15,219 shares; 2025Q3: 15,216 shares; 2025Q4: 14,695 shares; 2026Q1: 16,587 shares; 2026Q2: 16,405 shares 16,405 $838K 0.01% -182 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008 shares; 2024Q4: 1,098 shares; 2025Q1: 1,821 shares; 2025Q2: 3,611 shares; 2025Q3: 4,294 shares; 2025Q4: 4,582 shares; 2026Q1: 5,251 shares; 2026Q2: 3,207 shares 3,207 $837K 0.01% -2,044 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,014 shares; 2024Q4: 4,430 shares; 2025Q1: 4,743 shares; 2025Q2: 14,167 shares; 2025Q3: 15,971 shares; 2025Q4: 16,327 shares; 2026Q1: 6,362 shares; 2026Q2: 13,055 shares 13,055 $836K 0.01% +6,693 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,651 shares; 2025Q2: 51,043 shares; 2025Q3: 10,316 shares; 2025Q4: 10,615 shares; 2026Q1: 11,304 shares; 2026Q2: 9,420 shares 9,420 $834K 0.01% -1,884 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,736 shares; 2024Q4: 27,025 shares; 2025Q1: 34,653 shares; 2025Q2: 38,042 shares; 2025Q3: 44,778 shares; 2025Q4: 50,270 shares; 2026Q1: 53,016 shares; 2026Q2: 49,878 shares 49,878 $833K 0.01% -3,138 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,849 shares; 2026Q2: 2,939 shares 2,939 $828K 0.01% +90 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD 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: 62,490 shares; 2026Q2: 61,619 shares 61,619 $825K 0.01% -871 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,770 shares; 2026Q1: 18,730 shares; 2026Q2: 23,955 shares 23,955 $822K 0.01% +5,225 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,682 shares; 2025Q3: 26,467 shares; 2025Q4: 22,199 shares; 2026Q1: 21,418 shares; 2026Q2: 21,418 shares 21,418 $817K 0.01% 0 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,189 shares; 2025Q3: 14,439 shares; 2025Q4: 14,259 shares; 2026Q1: 16,440 shares; 2026Q2: 18,552 shares 18,552 $816K 0.01% +2,112 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: 8,129 shares; 2024Q4: 6,565 shares; 2025Q1: 5,772 shares; 2025Q2: 4,810 shares; 2025Q3: 4,649 shares; 2025Q4: 3,824 shares; 2026Q1: 3,671 shares; 2026Q2: 3,671 shares 3,671 $813K 0.01% 0 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: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,592 shares; 2025Q2: 6,504 shares; 2025Q3: 6,940 shares; 2025Q4: 63,427 shares; 2026Q1: 9,387 shares; 2026Q2: 6,899 shares 6,899 $812K 0.01% -2,488 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: 5,080 shares; 2024Q4: 4,797 shares; 2025Q1: 4,076 shares; 2025Q2: 3,832 shares; 2025Q3: 3,772 shares; 2025Q4: 5,851 shares; 2026Q1: 15,100 shares; 2026Q2: 8,835 shares 8,835 $811K 0.01% -6,265 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: 7,030 shares; 2024Q4: 6,998 shares; 2025Q1: 6,943 shares; 2025Q2: 7,375 shares; 2025Q3: 7,542 shares; 2025Q4: 7,045 shares; 2026Q1: 7,029 shares; 2026Q2: 7,726 shares 7,726 $811K 0.01% +697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 728 shares; 2025Q4: 818 shares; 2026Q1: 3,941 shares; 2026Q2: 4,166 shares 4,166 $810K 0.01% +225 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: 4,317 shares 4,317 $807K 0.01% new Timeline VSDB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,605 shares; 2025Q3: 10,960 shares; 2025Q4: 10,960 shares; 2026Q1: 10,960 shares; 2026Q2: 10,560 shares 10,560 $806K 0.01% -400 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,434 shares; 2025Q2: 17,888 shares; 2025Q3: 22,736 shares; 2025Q4: 25,075 shares; 2026Q1: 28,443 shares; 2026Q2: 31,974 shares 31,974 $805K 0.01% +3,531 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,979 shares; 2024Q4: 9,045 shares; 2025Q1: 11,121 shares; 2025Q2: 13,487 shares; 2025Q3: 13,490 shares; 2025Q4: 14,327 shares; 2026Q1: 14,515 shares; 2026Q2: 16,292 shares 16,292 $804K 0.01% +1,777 Timeline FBT 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: 10,251 shares; 2024Q4: 10,240 shares; 2025Q1: 10,058 shares; 2025Q2: 8,677 shares; 2025Q3: 9,309 shares; 2025Q4: 8,742 shares; 2026Q1: 9,569 shares; 2026Q2: 3,238 shares 3,238 $804K 0.01% -6,331 Timeline VLUE 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: 3,116 shares; 2026Q2: 3,997 shares 3,997 $799K 0.01% +881 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,436 shares; 2025Q1: 8,720 shares; 2025Q2: 9,218 shares; 2025Q3: 9,077 shares; 2025Q4: 9,163 shares; 2026Q1: 9,403 shares; 2026Q2: 9,337 shares 9,337 $796K 0.01% -66 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,394 shares; 2024Q4: 12,612 shares; 2025Q1: 11,934 shares; 2025Q2: 11,671 shares; 2025Q3: 16,115 shares; 2025Q4: 21,463 shares; 2026Q1: 24,958 shares; 2026Q2: 21,480 shares 21,480 $796K 0.01% -3,478 Timeline DDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,352 shares; 2024Q4: 16,492 shares; 2025Q1: 18,546 shares; 2025Q2: 17,830 shares; 2025Q3: 18,224 shares; 2025Q4: 17,211 shares; 2026Q1: 17,550 shares; 2026Q2: 17,580 shares 17,580 $793K 0.01% +30 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: 3,475 shares; 2024Q4: 3,942 shares; 2025Q1: 4,093 shares; 2025Q2: 9,107 shares; 2025Q3: 9,737 shares; 2025Q4: 9,688 shares; 2026Q1: 9,154 shares; 2026Q2: 9,341 shares 9,341 $792K 0.01% +187 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: 16,697 shares; 2024Q4: 12,720 shares; 2025Q1: 11,616 shares; 2025Q2: 15,204 shares; 2025Q3: 16,849 shares; 2025Q4: 16,573 shares; 2026Q1: 10,595 shares; 2026Q2: 9,770 shares 9,770 $791K 0.01% -825 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 8,762 shares; 2026Q2: 8,738 shares 8,738 $789K 0.01% -24 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,288 shares; 2026Q2: 3,992 shares 3,992 $787K 0.01% +704 Timeline FXI 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: 64,900 shares; 2025Q2: 74,061 shares; 2025Q3: 80,087 shares; 2025Q4: 86,818 shares; 2026Q1: 64,671 shares; 2026Q2: 24,638 shares 24,638 $778K 0.01% -40,033 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,786 shares 17,786 $778K 0.01% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,650 shares; 2025Q4: 7,185 shares; 2026Q1: 11,148 shares; 2026Q2: 16,887 shares 16,887 $773K 0.01% +5,739 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,892 shares; 2024Q4: 11,387 shares; 2025Q1: 13,900 shares; 2025Q2: 15,319 shares; 2025Q3: 15,111 shares; 2025Q4: 11,927 shares; 2026Q1: 11,643 shares; 2026Q2: 11,619 shares 11,619 $772K 0.01% -24 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: 7,835 shares; 2024Q4: 8,535 shares; 2025Q1: 8,812 shares; 2025Q2: 17,290 shares; 2025Q3: 17,450 shares; 2025Q4: 17,190 shares; 2026Q1: 17,142 shares; 2026Q2: 16,851 shares 16,851 $767K 0.01% -291 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,655 shares; 2026Q2: 6,219 shares 6,219 $765K 0.01% +564 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,822 shares 10,822 $765K 0.01% new 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: 12,257 shares; 2024Q4: 12,520 shares; 2025Q1: 12,222 shares; 2025Q2: 12,678 shares; 2025Q3: 13,685 shares; 2025Q4: 14,461 shares; 2026Q1: 14,491 shares; 2026Q2: 13,419 shares 13,419 $765K 0.01% -1,072 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,727 shares; 2024Q4: 5,721 shares; 2025Q1: 5,844 shares; 2025Q2: 5,772 shares; 2025Q3: 6,265 shares; 2025Q4: 5,800 shares; 2026Q1: 5,801 shares; 2026Q2: 5,454 shares 5,454 $763K 0.01% -347 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,377 shares; 2024Q4: 6,736 shares; 2025Q1: 68,417 shares; 2025Q2: 7,152 shares; 2025Q3: 92,167 shares; 2025Q4: 102,058 shares; 2026Q1: 15,353 shares; 2026Q2: 15,167 shares 15,167 $760K 0.01% -186 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,983 shares; 2025Q2: 17,912 shares; 2025Q3: 3,689 shares; 2025Q4: 3,892 shares; 2026Q1: 9,282 shares; 2026Q2: 9,157 shares 9,157 $759K 0.01% -125 Timeline PXJ 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: 13,094 shares; 2024Q4: 19,372 shares; 2025Q1: 22,409 shares; 2025Q2: 20,457 shares; 2025Q3: 19,190 shares; 2025Q4: 18,252 shares; 2026Q1: 27,160 shares; 2026Q2: 19,662 shares 19,662 $759K 0.01% -7,498 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,751 shares; 2025Q3: 24,751 shares; 2025Q4: 24,751 shares; 2026Q1: 24,751 shares; 2026Q2: 24,751 shares 24,751 $758K 0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,069 shares; 2025Q3: 6,437 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,801 shares 21,801 $756K 0.01% new 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: 1,302 shares; 2026Q2: 1,533 shares 1,533 $752K 0.01% +231 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,994 shares; 2024Q4: 4,354 shares; 2025Q1: 4,668 shares; 2025Q2: 6,419 shares; 2025Q3: 11,719 shares; 2025Q4: 8,957 shares; 2026Q1: 8,818 shares; 2026Q2: 4,854 shares 4,854 $746K 0.01% -3,964 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,033 shares; 2026Q2: 13,898 shares 13,898 $745K 0.01% +5,865 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,838 shares; 2026Q2: 15,578 shares 15,578 $744K 0.01% +3,740 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: 6,398 shares; 2024Q4: 5,448 shares; 2025Q1: 6,173 shares; 2025Q2: 6,388 shares; 2025Q3: 6,835 shares; 2025Q4: 6,836 shares; 2026Q1: 9,610 shares; 2026Q2: 11,044 shares 11,044 $743K 0.01% +1,434 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69,641 shares 69,641 $742K 0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,065 shares; 2024Q4: 160,055 shares; 2025Q1: 163,765 shares; 2025Q2: 161,340 shares; 2025Q3: 160,275 shares; 2025Q4: 149,035 shares; 2026Q1: 146,545 shares; 2026Q2: 150,359 shares 150,359 $735K 0.01% +3,814 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: 2,615 shares; 2024Q4: 3,825 shares; 2025Q1: 4,261 shares; 2025Q2: 4,355 shares; 2025Q3: 3,111 shares; 2025Q4: 4,682 shares; 2026Q1: 2,928 shares; 2026Q2: 3,739 shares 3,739 $733K 0.01% +811 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: 15,453 shares; 2024Q4: 15,535 shares; 2025Q1: 17,760 shares; 2025Q2: 18,239 shares; 2025Q3: 18,382 shares; 2025Q4: not reported; 2026Q1: 5,612 shares; 2026Q2: 8,950 shares 8,950 $720K 0.01% +3,338 Timeline QJUN 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: 21,101 shares; 2024Q4: 21,101 shares; 2025Q1: 21,101 shares; 2025Q2: 20,926 shares; 2025Q3: 20,176 shares; 2025Q4: 20,176 shares; 2026Q1: 20,100 shares; 2026Q2: 21,200 shares 21,200 $716K 0.01% +1,100 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,701 shares; 2024Q4: 6,707 shares; 2025Q1: 10,983 shares; 2025Q2: 12,079 shares; 2025Q3: 5,578 shares; 2025Q4: 6,199 shares; 2026Q1: 6,287 shares; 2026Q2: 5,887 shares 5,887 $714K 0.01% -400 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,165 shares; 2025Q3: 30,285 shares; 2025Q4: 43,885 shares; 2026Q1: 62,841 shares; 2026Q2: 39,756 shares 39,756 $712K 0.01% -23,085 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,576 shares; 2024Q4: 7,593 shares; 2025Q1: 8,998 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,222 shares 5,222 $712K 0.01% new Timeline TPG TPG INC More: the full row for TPG 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: 17,533 shares 17,533 $711K 0.01% new Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES 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: 12,960 shares; 2026Q1: 12,886 shares; 2026Q2: 11,148 shares 11,148 $710K 0.01% -1,738 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,787 shares; 2024Q4: 6,243 shares; 2025Q1: 6,494 shares; 2025Q2: 7,265 shares; 2025Q3: 6,470 shares; 2025Q4: 10,301 shares; 2026Q1: 95,020 shares; 2026Q2: 8,061 shares 8,061 $709K 0.01% -86,959 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: 3,339 shares; 2024Q4: 3,420 shares; 2025Q1: 3,506 shares; 2025Q2: 2,866 shares; 2025Q3: 5,576 shares; 2025Q4: 2,596 shares; 2026Q1: 2,540 shares; 2026Q2: 2,413 shares 2,413 $707K 0.01% -127 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,020 shares; 2024Q4: 49,087 shares; 2025Q1: 47,349 shares; 2025Q2: 46,318 shares; 2025Q3: 45,443 shares; 2025Q4: 37,305 shares; 2026Q1: 38,107 shares; 2026Q2: 34,808 shares 34,808 $704K 0.01% -3,299 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,579 shares; 2024Q4: 7,459 shares; 2025Q1: 7,765 shares; 2025Q2: 6,814 shares; 2025Q3: 6,541 shares; 2025Q4: 7,494 shares; 2026Q1: 5,910 shares; 2026Q2: 5,801 shares 5,801 $702K 0.01% -109 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,592 shares; 2025Q4: 12,300 shares; 2026Q1: 16,436 shares; 2026Q2: 19,848 shares 19,848 $699K 0.01% +3,412 Timeline PFFA 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: 9,642 shares; 2024Q4: 10,487 shares; 2025Q1: 12,587 shares; 2025Q2: 32,153 shares; 2025Q3: 52,314 shares; 2025Q4: 85,216 shares; 2026Q1: 55,875 shares; 2026Q2: 33,981 shares 33,981 $699K 0.01% -21,894 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: 3,155 shares; 2025Q4: 3,315 shares; 2026Q1: 3,745 shares; 2026Q2: 3,651 shares 3,651 $697K 0.01% -94 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: 11,984 shares; 2024Q4: 12,102 shares; 2025Q1: 10,947 shares; 2025Q2: 6,604 shares; 2025Q3: 6,376 shares; 2025Q4: 3,020 shares; 2026Q1: 3,045 shares; 2026Q2: 2,599 shares 2,599 $697K 0.01% -446 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: not reported; 2026Q1: 10,255 shares; 2026Q2: 17,110 shares 17,110 $695K 0.01% +6,855 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,713 shares; 2024Q4: 34,513 shares; 2025Q1: 28,963 shares; 2025Q2: 30,075 shares; 2025Q3: 30,723 shares; 2025Q4: 26,493 shares; 2026Q1: 20,998 shares; 2026Q2: 12,625 shares 12,625 $694K 0.01% -8,373 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,849 shares; 2024Q4: 20,236 shares; 2025Q1: 21,170 shares; 2025Q2: 22,946 shares; 2025Q3: 18,199 shares; 2025Q4: 17,909 shares; 2026Q1: 4,367 shares; 2026Q2: 4,132 shares 4,132 $693K 0.01% -235 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: 11,511 shares; 2024Q4: 13,316 shares; 2025Q1: 10,706 shares; 2025Q2: 16,005 shares; 2025Q3: 15,777 shares; 2025Q4: 14,716 shares; 2026Q1: 15,445 shares; 2026Q2: 14,840 shares 14,840 $692K 0.01% -605 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,590 shares; 2024Q4: 11,559 shares; 2025Q1: 11,254 shares; 2025Q2: 11,302 shares; 2025Q3: 10,681 shares; 2025Q4: 7,401 shares; 2026Q1: 9,170 shares; 2026Q2: 8,319 shares 8,319 $691K 0.01% -851 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,974 shares; 2024Q4: 7,974 shares; 2025Q1: 7,791 shares; 2025Q2: 7,791 shares; 2025Q3: 18,196 shares; 2025Q4: 17,546 shares; 2026Q1: 16,133 shares; 2026Q2: 15,883 shares 15,883 $691K 0.01% -250 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,618 shares; 2024Q4: 6,596 shares; 2025Q1: 5,756 shares; 2025Q2: 5,903 shares; 2025Q3: 5,245 shares; 2025Q4: 5,567 shares; 2026Q1: 5,410 shares; 2026Q2: 5,344 shares 5,344 $690K 0.01% -66 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,962 shares; 2025Q4: 3,681 shares; 2026Q1: 3,093 shares; 2026Q2: 2,533 shares 2,533 $689K 0.01% -560 Timeline TIPT TIPTREE INC More: the full row for TIPTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,547 shares; 2024Q4: 38,547 shares; 2025Q1: 38,447 shares; 2025Q2: 38,447 shares; 2025Q3: 38,447 shares; 2025Q4: 38,412 shares; 2026Q1: 38,412 shares; 2026Q2: 38,412 shares 38,412 $688K 0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,676 shares 3,676 $688K 0.01% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,006 shares; 2024Q4: 9,007 shares; 2025Q1: 8,912 shares; 2025Q2: 8,912 shares; 2025Q3: 8,962 shares; 2025Q4: 9,357 shares; 2026Q1: 9,358 shares; 2026Q2: 9,462 shares 9,462 $688K 0.01% +104 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,504 shares; 2024Q4: 45,288 shares; 2025Q1: 26,426 shares; 2025Q2: 27,356 shares; 2025Q3: 27,143 shares; 2025Q4: 25,903 shares; 2026Q1: 26,589 shares; 2026Q2: 26,759 shares 26,759 $686K 0.01% +170 Timeline JPIB 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: 5,592 shares; 2026Q1: 11,845 shares; 2026Q2: 14,170 shares 14,170 $685K 0.01% +2,325 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,251 shares; 2025Q3: 11,015 shares; 2025Q4: 491 shares; 2026Q1: 717 shares; 2026Q2: 1,222 shares 1,222 $685K 0.01% +505 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: 7,980 shares; 2024Q4: 8,155 shares; 2025Q1: 8,623 shares; 2025Q2: 8,673 shares; 2025Q3: 8,446 shares; 2025Q4: 8,365 shares; 2026Q1: 8,390 shares; 2026Q2: 8,412 shares 8,412 $683K 0.01% +22 Timeline GVI 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: 3,056 shares; 2025Q2: 8,248 shares; 2025Q3: 9,474 shares; 2025Q4: 8,055 shares; 2026Q1: 7,604 shares; 2026Q2: 6,401 shares 6,401 $679K 0.01% -1,203 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: 14,029 shares; 2024Q4: 8,710 shares; 2025Q1: 9,462 shares; 2025Q2: 15,783 shares; 2025Q3: 16,864 shares; 2025Q4: 14,901 shares; 2026Q1: 14,802 shares; 2026Q2: 13,208 shares 13,208 $669K 0.01% -1,594 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,220 shares; 2026Q1: 3,220 shares; 2026Q2: 3,160 shares 3,160 $668K 0.01% -60 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,150 shares; 2024Q4: 15,001 shares; 2025Q1: 10,025 shares; 2025Q2: 17,681 shares; 2025Q3: 18,202 shares; 2025Q4: 16,114 shares; 2026Q1: 16,481 shares; 2026Q2: 18,330 shares 18,330 $662K 0.01% +1,849 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: 17,097 shares; 2024Q4: 16,925 shares; 2025Q1: 16,620 shares; 2025Q2: 19,634 shares; 2025Q3: 19,374 shares; 2025Q4: 20,416 shares; 2026Q1: 19,453 shares; 2026Q2: 18,719 shares 18,719 $662K 0.01% -734 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,455 shares; 2024Q4: 12,443 shares; 2025Q1: 12,677 shares; 2025Q2: 12,945 shares; 2025Q3: 12,889 shares; 2025Q4: 12,686 shares; 2026Q1: 12,207 shares; 2026Q2: 12,143 shares 12,143 $661K 0.01% -64 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,102 shares; 2024Q4: 16,816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,829 shares; 2026Q2: 17,003 shares 17,003 $661K 0.01% +174 Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,476 shares; 2026Q1: 15,343 shares; 2026Q2: 15,453 shares 15,453 $661K 0.01% +110 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,206 shares 4,206 $654K 0.01% new Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,428 shares; 2025Q2: 53,506 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,130 shares 47,130 $654K 0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,645 shares; 2024Q4: 6,356 shares; 2025Q1: 5,936 shares; 2025Q2: 6,781 shares; 2025Q3: 6,541 shares; 2025Q4: 6,208 shares; 2026Q1: 6,432 shares; 2026Q2: 6,395 shares 6,395 $654K 0.01% -37 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,025 shares; 2025Q1: 8,955 shares; 2025Q2: 9,330 shares; 2025Q3: 8,803 shares; 2025Q4: 8,553 shares; 2026Q1: 13,624 shares; 2026Q2: 14,222 shares 14,222 $651K 0.01% +598 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,917 shares; 2024Q4: 42,204 shares; 2025Q1: 46,984 shares; 2025Q2: 51,542 shares; 2025Q3: 69,069 shares; 2025Q4: 67,421 shares; 2026Q1: 82,462 shares; 2026Q2: 82,625 shares 82,625 $651K 0.01% +163 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: 1,544 shares; 2025Q2: 1,822 shares; 2025Q3: 1,889 shares; 2025Q4: 1,873 shares; 2026Q1: 1,834 shares; 2026Q2: 1,857 shares 1,857 $650K 0.01% +23 Timeline USAU U S GOLD CORP More: the full row for U S GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,500 shares; 2024Q4: 54,400 shares; 2025Q1: 50,950 shares; 2025Q2: 49,400 shares; 2025Q3: 46,750 shares; 2025Q4: 45,250 shares; 2026Q1: 43,900 shares; 2026Q2: 42,400 shares 42,400 $650K 0.01% -1,500 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 1,419 shares; 2025Q1: 1,439 shares; 2025Q2: 1,463 shares; 2025Q3: 1,466 shares; 2025Q4: 1,457 shares; 2026Q1: 1,505 shares; 2026Q2: 1,511 shares 1,511 $648K 0.01% +6 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,980 shares; 2024Q4: 14,035 shares; 2025Q1: 15,275 shares; 2025Q2: 14,685 shares; 2025Q3: 14,335 shares; 2025Q4: 14,447 shares; 2026Q1: 18,067 shares; 2026Q2: 18,022 shares 18,022 $645K 0.01% -45 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,956 shares; 2026Q2: 16,588 shares 16,588 $642K 0.01% +3,632 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,879 shares; 2026Q2: 23,147 shares 23,147 $642K 0.01% +7,268 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987 shares; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,720 shares; 2025Q3: 2,858 shares; 2025Q4: 2,468 shares; 2026Q1: 2,377 shares; 2026Q2: 2,292 shares 2,292 $642K 0.01% -85 Timeline RVI ROBINHOOD VENTURES FD I More: the full row for ROBINHOOD VENTURES FD 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: 19,480 shares 19,480 $639K 0.01% new Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,835 shares; 2024Q4: 6,380 shares; 2025Q1: 6,380 shares; 2025Q2: 15,150 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 14,950 shares; 2026Q2: 14,450 shares 14,450 $636K 0.01% -500 Timeline SPHD 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: 16,177 shares; 2024Q4: 16,340 shares; 2025Q1: 14,322 shares; 2025Q2: 14,727 shares; 2025Q3: 12,369 shares; 2025Q4: 11,930 shares; 2026Q1: 12,692 shares; 2026Q2: 12,504 shares 12,504 $636K 0.01% -188 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 2,051 shares; 2025Q4: 2,052 shares; 2026Q1: 1,922 shares; 2026Q2: 3,743 shares 3,743 $635K 0.01% +1,821 Timeline JMOM 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: 5,470 shares; 2025Q2: 5,226 shares; 2025Q3: 6,918 shares; 2025Q4: 7,329 shares; 2026Q1: 7,945 shares; 2026Q2: 7,417 shares 7,417 $635K 0.01% -528 Timeline UGI UGI CORP NEW More: the full row for UGI 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: 12,166 shares; 2025Q3: 13,386 shares; 2025Q4: 12,943 shares; 2026Q1: 18,196 shares; 2026Q2: 18,315 shares 18,315 $633K 0.01% +119 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,974 shares; 2024Q4: 13,738 shares; 2025Q1: 7,970 shares; 2025Q2: 7,042 shares; 2025Q3: 8,338 shares; 2025Q4: 8,239 shares; 2026Q1: 8,026 shares; 2026Q2: 7,878 shares 7,878 $633K 0.01% -148 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,243 shares; 2024Q4: 18,386 shares; 2025Q1: 41,442 shares; 2025Q2: 39,022 shares; 2025Q3: 37,183 shares; 2025Q4: 34,817 shares; 2026Q1: 33,664 shares; 2026Q2: 33,664 shares 33,664 $633K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,818 shares; 2024Q4: 13,404 shares; 2025Q1: 12,518 shares; 2025Q2: 10,956 shares; 2025Q3: 10,974 shares; 2025Q4: 10,698 shares; 2026Q1: 9,311 shares; 2026Q2: 8,090 shares 8,090 $631K 0.01% -1,221 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: 3,033 shares; 2024Q4: 4,322 shares; 2025Q1: 5,833 shares; 2025Q2: 17,594 shares; 2025Q3: 6,373 shares; 2025Q4: 6,168 shares; 2026Q1: 34,950 shares; 2026Q2: 5,444 shares 5,444 $627K 0.01% -29,506 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: 9,004 shares; 2024Q4: 8,994 shares; 2025Q1: 11,844 shares; 2025Q2: 11,221 shares; 2025Q3: 10,993 shares; 2025Q4: 9,452 shares; 2026Q1: 6,009 shares; 2026Q2: 6,111 shares 6,111 $625K 0.01% +102 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: 10,471 shares; 2024Q4: 10,638 shares; 2025Q1: 9,170 shares; 2025Q2: 33,495 shares; 2025Q3: 22,846 shares; 2025Q4: 37,403 shares; 2026Q1: 13,097 shares; 2026Q2: 11,647 shares 11,647 $619K 0.01% -1,450 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,656 shares; 2024Q4: 13,952 shares; 2025Q1: 15,120 shares; 2025Q2: 14,912 shares; 2025Q3: 13,901 shares; 2025Q4: 13,458 shares; 2026Q1: 12,842 shares; 2026Q2: 8,364 shares 8,364 $618K 0.01% -4,478 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: 9,395 shares; 2024Q4: 9,615 shares; 2025Q1: 9,594 shares; 2025Q2: 9,456 shares; 2025Q3: 8,820 shares; 2025Q4: 8,615 shares; 2026Q1: 7,414 shares; 2026Q2: 8,390 shares 8,390 $616K 0.01% +976 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,836 shares; 2024Q4: 6,189 shares; 2025Q1: 6,762 shares; 2025Q2: 7,740 shares; 2025Q3: 7,452 shares; 2025Q4: 7,207 shares; 2026Q1: 7,460 shares; 2026Q2: 7,423 shares 7,423 $610K 0.01% -37 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: 4,347 shares; 2024Q4: 6,018 shares; 2025Q1: 19,997 shares; 2025Q2: 28,593 shares; 2025Q3: 8,691 shares; 2025Q4: 8,674 shares; 2026Q1: 8,527 shares; 2026Q2: 8,169 shares 8,169 $609K 0.01% -358 Timeline UFOX 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: 7,242 shares; 2025Q3: 6,753 shares; 2025Q4: 6,606 shares; 2026Q1: 6,436 shares; 2026Q2: 6,362 shares 6,362 $606K 0.01% -74 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,845 shares; 2024Q4: 5,651 shares; 2025Q1: 5,981 shares; 2025Q2: 5,786 shares; 2025Q3: 5,794 shares; 2025Q4: 4,920 shares; 2026Q1: 4,816 shares; 2026Q2: 4,755 shares 4,755 $605K 0.01% -61 Timeline PBD 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: 23,094 shares; 2026Q1: 22,532 shares; 2026Q2: 30,874 shares 30,874 $605K 0.01% +8,342 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,158 shares; 2024Q4: 9,990 shares; 2025Q1: 8,537 shares; 2025Q2: 8,387 shares; 2025Q3: 8,387 shares; 2025Q4: 7,982 shares; 2026Q1: 7,429 shares; 2026Q2: 7,045 shares 7,045 $604K 0.01% -384 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,109 shares; 2024Q4: 5,191 shares; 2025Q1: 6,706 shares; 2025Q2: 7,497 shares; 2025Q3: 7,285 shares; 2025Q4: 5,177 shares; 2026Q1: 5,006 shares; 2026Q2: 4,983 shares 4,983 $601K 0.01% -23 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: 16,569 shares; 2024Q4: 16,966 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,600 shares; 2026Q1: 26,072 shares; 2026Q2: 26,878 shares 26,878 $601K 0.01% +806 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,968 shares; 2025Q2: 8,817 shares; 2025Q3: 8,166 shares; 2025Q4: 7,215 shares; 2026Q1: 7,898 shares; 2026Q2: 8,186 shares 8,186 $595K 0.01% +288 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: 8,579 shares; 2024Q4: 7,978 shares; 2025Q1: 8,008 shares; 2025Q2: 8,126 shares; 2025Q3: 7,976 shares; 2025Q4: 7,901 shares; 2026Q1: 7,930 shares; 2026Q2: 7,955 shares 7,955 $594K 0.01% +25 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,857 shares; 2024Q4: 13,754 shares; 2025Q1: 12,169 shares; 2025Q2: 14,423 shares; 2025Q3: 20,071 shares; 2025Q4: 19,292 shares; 2026Q1: 18,022 shares; 2026Q2: 17,396 shares 17,396 $591K 0.01% -626 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,988 shares 8,988 $590K 0.01% new 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: 4,976 shares 4,976 $585K 0.01% new Timeline GMOI GMO ETF TRUST More: the full row for GMO 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: 12,115 shares; 2025Q4: 12,115 shares; 2026Q1: 14,580 shares; 2026Q2: 15,562 shares 15,562 $583K 0.01% +982 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,387 shares; 2026Q2: 17,046 shares 17,046 $582K 0.01% +2,659 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: 4,799 shares; 2024Q4: 4,840 shares; 2025Q1: 4,840 shares; 2025Q2: 5,132 shares; 2025Q3: 6,634 shares; 2025Q4: 6,500 shares; 2026Q1: 6,339 shares; 2026Q2: 6,524 shares 6,524 $581K 0.01% +185 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: 940 shares 940 $580K 0.01% new Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; 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: 3,362 shares; 2026Q2: 3,343 shares 3,343 $579K 0.01% -19 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: 3,768 shares; 2024Q4: 7,347 shares; 2025Q1: 6,057 shares; 2025Q2: 6,785 shares; 2025Q3: 5,321 shares; 2025Q4: 4,270 shares; 2026Q1: 4,492 shares; 2026Q2: 3,326 shares 3,326 $577K 0.01% -1,166 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,290 shares; 2024Q4: 5,830 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,348 shares; 2026Q2: 4,744 shares 4,744 $576K 0.01% +396 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,872 shares 8,872 $573K 0.01% new Timeline PKB 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: 15,635 shares; 2024Q4: 4,243 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,872 shares; 2026Q2: 5,101 shares 5,101 $572K 0.01% +1,229 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: 4,918 shares; 2024Q4: 5,097 shares; 2025Q1: 5,670 shares; 2025Q2: 5,690 shares; 2025Q3: 5,605 shares; 2025Q4: 5,681 shares; 2026Q1: 6,380 shares; 2026Q2: 5,926 shares 5,926 $572K 0.01% -454 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,584 shares; 2024Q4: 3,563 shares; 2025Q1: 3,522 shares; 2025Q2: 8,538 shares; 2025Q3: 9,075 shares; 2025Q4: 8,387 shares; 2026Q1: 10,821 shares; 2026Q2: 11,804 shares 11,804 $567K 0.01% +983 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: 6,712 shares; 2026Q1: 11,379 shares; 2026Q2: 15,110 shares 15,110 $566K 0.01% +3,731 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,793 shares; 2026Q2: 14,097 shares 14,097 $566K 0.01% +2,304 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,813 shares; 2024Q4: 3,796 shares; 2025Q1: 3,720 shares; 2025Q2: 3,644 shares; 2025Q3: 3,674 shares; 2025Q4: 3,673 shares; 2026Q1: 3,183 shares; 2026Q2: 3,156 shares 3,156 $565K 0.01% -27 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 209 shares; 2025Q1: 236 shares; 2025Q2: 1,410 shares; 2025Q3: 1,500 shares; 2025Q4: 1,548 shares; 2026Q1: 1,600 shares; 2026Q2: 333 shares 333 $565K 0.01% -1,267 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,078 shares; 2025Q3: 3,167 shares; 2025Q4: 3,367 shares; 2026Q1: 3,367 shares; 2026Q2: 3,107 shares 3,107 $563K 0.01% -260 Timeline FLCC 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: 15,994 shares 15,994 $562K 0.01% new Timeline CSPF 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: 17,445 shares; 2026Q2: 21,511 shares 21,511 $561K 0.01% +4,066 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,153 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,383 shares; 2025Q3: 3,403 shares; 2025Q4: 3,438 shares; 2026Q1: 3,438 shares; 2026Q2: 3,168 shares 3,168 $560K 0.01% -270 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,040 shares; 2026Q2: 3,103 shares 3,103 $558K 0.01% +63 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,262 shares; 2024Q4: 6,294 shares; 2025Q1: 6,390 shares; 2025Q2: 6,433 shares; 2025Q3: 6,381 shares; 2025Q4: 6,161 shares; 2026Q1: 6,195 shares; 2026Q2: 6,203 shares 6,203 $558K 0.01% +8 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,687 shares; 2024Q4: 6,986 shares; 2025Q1: 7,078 shares; 2025Q2: 6,485 shares; 2025Q3: 6,382 shares; 2025Q4: 6,428 shares; 2026Q1: 6,404 shares; 2026Q2: 6,574 shares 6,574 $557K 0.01% +170 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: 15,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,403 shares; 2025Q3: 8,954 shares; 2025Q4: 7,880 shares; 2026Q1: 15,978 shares; 2026Q2: 15,718 shares 15,718 $557K 0.01% -260 Timeline AMZA 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: 7,565 shares; 2024Q4: not reported; 2025Q1: 90,660 shares; 2025Q2: 45,675 shares; 2025Q3: not reported; 2025Q4: 12,719 shares; 2026Q1: 12,106 shares; 2026Q2: 12,036 shares 12,036 $556K 0.01% -70 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,767 shares; 2025Q4: 27,070 shares; 2026Q1: 47,675 shares; 2026Q2: 47,824 shares 47,824 $553K 0.01% +149 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,877 shares; 2025Q2: 7,730 shares; 2025Q3: 8,185 shares; 2025Q4: 2,704 shares; 2026Q1: 2,849 shares; 2026Q2: 1,398 shares 1,398 $551K 0.01% -1,451 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,310 shares; 2025Q3: 5,310 shares; 2025Q4: 4,319 shares; 2026Q1: not reported; 2026Q2: 5,291 shares 5,291 $551K 0.01% new Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,773 shares; 2025Q1: 8,981 shares; 2025Q2: 7,147 shares; 2025Q3: 7,457 shares; 2025Q4: 8,008 shares; 2026Q1: 7,973 shares; 2026Q2: 8,392 shares 8,392 $551K 0.01% +419 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,258 shares; 2024Q4: 1,260 shares; 2025Q1: 1,273 shares; 2025Q2: 5,214 shares; 2025Q3: 5,223 shares; 2025Q4: 4,492 shares; 2026Q1: 3,980 shares; 2026Q2: 3,951 shares 3,951 $550K 0.01% -29 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: 1,618 shares; 2025Q4: 1,982 shares; 2026Q1: 3,785 shares; 2026Q2: 4,741 shares 4,741 $550K 0.01% +956 Timeline CREX CREATIVE REALITIES INC More: the full row for CREATIVE REALITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,177 shares; 2024Q4: 133,177 shares; 2025Q1: 133,177 shares; 2025Q2: 133,177 shares; 2025Q3: 133,176 shares; 2025Q4: 133,176 shares; 2026Q1: 133,176 shares; 2026Q2: 133,176 shares 133,176 $550K 0.01% 0 Timeline