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RFG Advisory, LLC

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13F filer, CIK 1633387, BIRMINGHAM, AL

RFG Advisory, LLC reported $6,399,601,464 across 1,126 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-15. Its ten largest share positions make up 44.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001633387-26-000008

Period
2026-06-30
Reported value
$6.4B
Holdings
1,126
Top 10 weight
44.34%
New
166
Sold out
77

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BINTadded+2,520,319$81.8M
BLUXadded+2,508,601$80.8M
BDBTadded+2,535,727$63.8M
BLUCadded+1,545,450$48.1M
BLGRadded+1,187,944$37.7M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BCRXexited-2,870,700-$27.3M
IDMOreduced-427,616-$25.8M
SPMOreduced-113,325-$18.3M
QQQMreduced-54,601-$16.5M
SPHQreduced-92,959-$8.38M

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

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001633387-26-000008, largest first. % of portfolio is the value over $6,394,821,703, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BLUXEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,788,189 shares; 2025Q3: 13,083,139 shares; 2025Q4: 14,498,838 shares; 2026Q1: 15,094,897 shares; 2026Q2: 17,603,498 shares 17,603,498$567M8.86%+2,508,601Timeline
BDBTEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,444,888 shares; 2025Q3: 13,528,281 shares; 2025Q4: 15,754,964 shares; 2026Q1: 16,530,661 shares; 2026Q2: 19,066,388 shares 19,066,388$480M7.5%+2,535,727Timeline
BINTEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,238,440 shares; 2025Q3: 8,796,275 shares; 2025Q4: 9,733,326 shares; 2026Q1: 9,952,151 shares; 2026Q2: 12,472,470 shares 12,472,470$405M6.33%+2,520,319Timeline
BLUCEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,558,640 shares; 2025Q3: 7,830,988 shares; 2025Q4: 8,668,219 shares; 2026Q1: 9,111,647 shares; 2026Q2: 10,657,097 shares 10,657,097$332M5.19%+1,545,450Timeline
BVALEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,390,726 shares; 2025Q3: 6,615,045 shares; 2025Q4: 7,330,175 shares; 2026Q1: 7,605,895 shares; 2026Q2: 8,772,271 shares 8,772,271$274M4.29%+1,166,376Timeline
BLGREXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,417,191 shares; 2025Q3: 6,425,743 shares; 2025Q4: 7,045,388 shares; 2026Q1: 7,441,102 shares; 2026Q2: 8,629,046 shares 8,629,046$274M4.28%+1,187,944Timeline
BLSTEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,467,335 shares; 2025Q3: 4,674,960 shares; 2025Q4: 5,529,357 shares; 2026Q1: 5,778,730 shares; 2026Q2: 6,628,950 shares 6,628,950$166M2.59%+850,220Timeline
BLTDEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,524,379 shares; 2025Q3: 4,653,808 shares; 2025Q4: 5,360,451 shares; 2026Q1: 5,629,466 shares; 2026Q2: 6,548,655 shares 6,548,655$165M2.58%+919,189Timeline
BLUIEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,343,217 shares; 2025Q3: 3,287,646 shares; 2025Q4: 3,525,796 shares; 2026Q1: 3,762,047 shares; 2026Q2: 4,068,988 shares 4,068,988$104M1.63%+306,941Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,382 shares; 2024Q4: 170,468 shares; 2025Q1: 194,090 shares; 2025Q2: 214,907 shares; 2025Q3: 196,937 shares; 2025Q4: 206,228 shares; 2026Q1: 206,142 shares; 2026Q2: 241,545 shares 241,545$69.9M1.09%+35,403Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,727,967 shares; 2024Q4: 2,829,544 shares; 2025Q1: 2,946,637 shares; 2025Q2: 829,241 shares; 2025Q3: 633,446 shares; 2025Q4: 595,542 shares; 2026Q1: 525,501 shares; 2026Q2: 536,479 shares 536,479$63.8M1%+10,978Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,980,169 shares; 2024Q4: 6,300,762 shares; 2025Q1: 6,861,510 shares; 2025Q2: 1,887,406 shares; 2025Q3: 1,395,529 shares; 2025Q4: 1,286,330 shares; 2026Q1: 1,134,257 shares; 2026Q2: 1,100,004 shares 1,100,004$59.4M0.93%-34,253Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,964 shares; 2024Q4: 209,043 shares; 2025Q1: 271,863 shares; 2025Q2: 268,244 shares; 2025Q3: 249,399 shares; 2025Q4: 227,482 shares; 2026Q1: 220,818 shares; 2026Q2: 265,149 shares 265,149$53.1M0.83%+44,331Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,042,746 shares; 2024Q4: 4,293,510 shares; 2025Q1: 4,752,156 shares; 2025Q2: 1,312,340 shares; 2025Q3: 1,035,852 shares; 2025Q4: 1,399,914 shares; 2026Q1: 1,263,916 shares; 2026Q2: 1,163,561 shares 1,163,561$52.9M0.83%-100,355Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280,726 shares; 2025Q3: 388,065 shares; 2025Q4: 759,205 shares; 2026Q1: 880,823 shares; 2026Q2: 1,011,811 shares 1,011,811$51.6M0.81%+130,988Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,975 shares; 2025Q1: 12,854 shares; 2025Q2: 115,855 shares; 2025Q3: 124,075 shares; 2025Q4: 297,487 shares; 2026Q1: 369,331 shares; 2026Q2: 355,036 shares 355,036$50.4M0.79%-14,295Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,804 shares; 2024Q4: 400,887 shares; 2025Q1: 440,085 shares; 2025Q2: 209,352 shares; 2025Q3: 176,709 shares; 2025Q4: 191,508 shares; 2026Q1: 282,970 shares; 2026Q2: 455,902 shares 455,902$42M0.66%+172,932Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,116 shares; 2024Q4: 26,712 shares; 2025Q1: 57,849 shares; 2025Q2: 81,095 shares; 2025Q3: 259,473 shares; 2025Q4: 328,215 shares; 2026Q1: 620,585 shares; 2026Q2: 1,516,100 shares 1,516,100$40.2M0.63%+895,515Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,715 shares; 2024Q4: 56,266 shares; 2025Q1: 41,008 shares; 2025Q2: 39,431 shares; 2025Q3: 40,941 shares; 2025Q4: 40,792 shares; 2026Q1: 44,576 shares; 2026Q2: 57,777 shares 57,777$39.7M0.62%+13,201Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239,964 shares; 2025Q3: 262,089 shares; 2025Q4: 534,071 shares; 2026Q1: 663,672 shares; 2026Q2: 633,474 shares 633,474$39.3M0.62%-30,198Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,040 shares; 2025Q1: 85,873 shares; 2025Q2: 57,624 shares; 2025Q3: 59,676 shares; 2025Q4: 47,902 shares; 2026Q1: 40,994 shares; 2026Q2: 52,562 shares 52,562$38.7M0.61%+11,568Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,587 shares; 2024Q4: 413,894 shares; 2025Q1: 584,637 shares; 2025Q2: 553,363 shares; 2025Q3: 400,339 shares; 2025Q4: 391,021 shares; 2026Q1: 378,993 shares; 2026Q2: 395,879 shares 395,879$36.3M0.57%+16,886Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,502 shares; 2025Q3: 283,403 shares; 2025Q4: 767,597 shares; 2026Q1: 902,738 shares; 2026Q2: 885,510 shares 885,510$35.5M0.56%-17,228Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,630 shares; 2024Q4: 137,175 shares; 2025Q1: 147,535 shares; 2025Q2: 126,253 shares; 2025Q3: 112,769 shares; 2025Q4: 175,241 shares; 2026Q1: 183,465 shares; 2026Q2: 185,272 shares 185,272$35.3M0.55%+1,807Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,268 shares; 2024Q4: 208,478 shares; 2025Q1: 379,384 shares; 2025Q2: 374,371 shares; 2025Q3: 325,910 shares; 2025Q4: 323,997 shares; 2026Q1: 400,709 shares; 2026Q2: 350,260 shares 350,260$35.3M0.55%-50,449Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710,273 shares; 2024Q4: 2,864,839 shares; 2025Q1: 3,099,984 shares; 2025Q2: 978,037 shares; 2025Q3: 607,303 shares; 2025Q4: 560,038 shares; 2026Q1: 549,980 shares; 2026Q2: 463,090 shares 463,090$34M0.53%-86,890Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,483 shares; 2024Q4: 128,489 shares; 2025Q1: 98,519 shares; 2025Q2: 88,500 shares; 2025Q3: 351,275 shares; 2025Q4: 411,427 shares; 2026Q1: 409,838 shares; 2026Q2: 406,514 shares 406,514$30.9M0.48%-3,324Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,554 shares; 2024Q4: 67,684 shares; 2025Q1: 75,418 shares; 2025Q2: 73,598 shares; 2025Q3: 69,035 shares; 2025Q4: 71,998 shares; 2026Q1: 74,836 shares; 2026Q2: 85,095 shares 85,095$30.4M0.48%+10,259Timeline
FFSMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349,227 shares; 2025Q3: 391,942 shares; 2025Q4: 706,371 shares; 2026Q1: 843,183 shares; 2026Q2: 759,366 shares 759,366$29M0.45%-83,817Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,573,769 shares; 2024Q4: 3,828,009 shares; 2025Q1: 5,744,314 shares; 2025Q2: 1,477,428 shares; 2025Q3: 1,036,612 shares; 2025Q4: 950,659 shares; 2026Q1: 800,588 shares; 2026Q2: 782,441 shares 782,441$28.8M0.45%-18,147Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,906,333 shares; 2024Q4: 2,013,872 shares; 2025Q1: 1,483,749 shares; 2025Q2: 470,079 shares; 2025Q3: 368,686 shares; 2025Q4: 349,744 shares; 2026Q1: 318,155 shares; 2026Q2: 316,100 shares 316,100$28.7M0.45%-2,055Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,670 shares; 2024Q4: 108,983 shares; 2025Q1: 120,976 shares; 2025Q2: 122,147 shares; 2025Q3: 116,486 shares; 2025Q4: 115,134 shares; 2026Q1: 118,849 shares; 2026Q2: 118,602 shares 118,602$28.3M0.44%-247Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,319 shares; 2024Q4: 380,027 shares; 2025Q1: 443,142 shares; 2025Q2: 401,116 shares; 2025Q3: 352,116 shares; 2025Q4: 345,088 shares; 2026Q1: 387,987 shares; 2026Q2: 297,430 shares 297,430$26.1M0.41%-90,557Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,598 shares; 2024Q4: 43,191 shares; 2025Q1: 47,576 shares; 2025Q2: 42,202 shares; 2025Q3: 61,158 shares; 2025Q4: 46,693 shares; 2026Q1: 49,528 shares; 2026Q2: 302,163 shares 302,163$26M0.41%+252,635Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405,018 shares; 2025Q2: 395,882 shares; 2025Q3: 398,471 shares; 2025Q4: 419,044 shares; 2026Q1: 438,484 shares; 2026Q2: 461,737 shares 461,737$25.1M0.39%+23,253Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,491 shares; 2024Q4: 104,114 shares; 2025Q1: 102,740 shares; 2025Q2: 112,032 shares; 2025Q3: 103,737 shares; 2025Q4: 105,000 shares; 2026Q1: 108,700 shares; 2026Q2: 114,814 shares 114,814$25M0.39%+6,114Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,739 shares; 2024Q4: 15,476 shares; 2025Q1: 10,305 shares; 2025Q2: 98,688 shares; 2025Q3: 110,210 shares; 2025Q4: 326,474 shares; 2026Q1: 637,968 shares; 2026Q2: 602,160 shares 602,160$24.5M0.38%-35,808Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,643 shares; 2024Q4: 57,071 shares; 2025Q1: 58,917 shares; 2025Q2: 60,098 shares; 2025Q3: 62,674 shares; 2025Q4: 60,093 shares; 2026Q1: 76,721 shares; 2026Q2: 65,031 shares 65,031$24.3M0.38%-11,690Timeline
ONDSONDAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,774,849 shares; 2026Q2: 2,787,202 shares 2,787,202$23M0.36%+1,012,353Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640,052 shares; 2024Q4: 1,709,182 shares; 2025Q1: 1,898,736 shares; 2025Q2: 576,157 shares; 2025Q3: 408,146 shares; 2025Q4: 381,104 shares; 2026Q1: 347,950 shares; 2026Q2: 325,572 shares 325,572$22M0.34%-22,378Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 351,715 shares; 2025Q2: 251,680 shares; 2025Q3: 253,333 shares; 2025Q4: 256,788 shares; 2026Q1: 304,424 shares; 2026Q2: 315,199 shares 315,199$21M0.33%+10,775Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,181 shares; 2024Q4: 267,918 shares; 2025Q1: 300,116 shares; 2025Q2: 274,096 shares; 2025Q3: 282,860 shares; 2025Q4: 327,507 shares; 2026Q1: 373,278 shares; 2026Q2: 288,751 shares 288,751$20.6M0.32%-84,527Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 637,192 shares; 2024Q4: 775,220 shares; 2025Q1: 1,004,415 shares; 2025Q2: 1,017,113 shares; 2025Q3: 788,325 shares; 2025Q4: 724,152 shares; 2026Q1: 600,657 shares; 2026Q2: 539,708 shares 539,708$19.7M0.31%-60,949Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,089 shares; 2024Q4: 53,057 shares; 2025Q1: 33,099 shares; 2025Q2: 31,475 shares; 2025Q3: 27,706 shares; 2025Q4: 28,612 shares; 2026Q1: 27,961 shares; 2026Q2: 26,054 shares 26,054$19.5M0.31%-1,907Timeline
CSNRCOHEN & STEERS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,880 shares; 2025Q3: 99,700 shares; 2025Q4: 170,493 shares; 2026Q1: 226,054 shares; 2026Q2: 566,569 shares 566,569$18.9M0.3%+340,515Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,054 shares; 2024Q4: 8,699 shares; 2025Q1: 8,210 shares; 2025Q2: 162,183 shares; 2025Q3: 213,904 shares; 2025Q4: 227,669 shares; 2026Q1: 330,271 shares; 2026Q2: 384,975 shares 384,975$18.7M0.29%+54,704Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,141 shares; 2024Q4: 244,075 shares; 2025Q1: 116,812 shares; 2025Q2: 131,324 shares; 2025Q3: 243,705 shares; 2025Q4: 248,511 shares; 2026Q1: 267,127 shares; 2026Q2: 271,192 shares 271,192$18.4M0.29%+4,065Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,744,100 shares; 2024Q4: 2,216,944 shares; 2025Q1: 2,603,482 shares; 2025Q2: 1,078,211 shares; 2025Q3: 822,763 shares; 2025Q4: 669,198 shares; 2026Q1: 691,730 shares; 2026Q2: 689,172 shares 689,172$18.1M0.28%-2,558Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,893 shares; 2024Q4: not reported; 2025Q1: 12,130 shares; 2025Q2: 17,969 shares; 2025Q3: 30,130 shares; 2025Q4: 33,165 shares; 2026Q1: 262,295 shares; 2026Q2: 574,494 shares 574,494$17.1M0.27%+312,199Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,259 shares; 2024Q4: 47,593 shares; 2025Q1: 46,773 shares; 2025Q2: 44,101 shares; 2025Q3: 35,672 shares; 2025Q4: 36,969 shares; 2026Q1: 38,029 shares; 2026Q2: 44,874 shares 44,874$17M0.27%+6,845Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,366 shares; 2024Q4: 21,534 shares; 2025Q1: 25,215 shares; 2025Q2: 24,723 shares; 2025Q3: 26,471 shares; 2025Q4: 25,458 shares; 2026Q1: 27,281 shares; 2026Q2: 29,810 shares 29,810$16.8M0.26%+2,529Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,531 shares; 2024Q4: 387,156 shares; 2025Q1: 417,649 shares; 2025Q2: 369,949 shares; 2025Q3: 417,705 shares; 2025Q4: 412,116 shares; 2026Q1: 337,579 shares; 2026Q2: 332,438 shares 332,438$16.8M0.26%-5,141Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,190 shares; 2024Q4: 381,653 shares; 2025Q1: 411,699 shares; 2025Q2: 121,386 shares; 2025Q3: 116,234 shares; 2025Q4: 116,289 shares; 2026Q1: 108,314 shares; 2026Q2: 53,713 shares 53,713$16.3M0.25%-54,601Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,652 shares; 2024Q4: 85,740 shares; 2025Q1: 64,457 shares; 2025Q2: 57,408 shares; 2025Q3: 158,195 shares; 2025Q4: 167,526 shares; 2026Q1: 271,890 shares; 2026Q2: 178,931 shares 178,931$16.1M0.25%-92,959Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,582 shares; 2024Q4: 20,291 shares; 2025Q1: 13,690 shares; 2025Q2: 15,787 shares; 2025Q3: 19,209 shares; 2025Q4: 21,653 shares; 2026Q1: 28,020 shares; 2026Q2: 37,690 shares 37,690$15.9M0.25%+9,670Timeline
DGCBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,547 shares; 2024Q4: 6,624 shares; 2025Q1: 256,981 shares; 2025Q2: 246,559 shares; 2025Q3: 247,902 shares; 2025Q4: 260,250 shares; 2026Q1: 271,993 shares; 2026Q2: 285,441 shares 285,441$15.6M0.24%+13,448Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,124 shares; 2024Q4: 10,129 shares; 2025Q1: 559,713 shares; 2025Q2: 555,398 shares; 2025Q3: 547,366 shares; 2025Q4: 544,755 shares; 2026Q1: 569,131 shares; 2026Q2: 613,288 shares 613,288$15.4M0.24%+44,157Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,302 shares; 2024Q4: 78,228 shares; 2025Q1: 69,620 shares; 2025Q2: 43,051 shares; 2025Q3: 41,793 shares; 2025Q4: 39,219 shares; 2026Q1: 45,972 shares; 2026Q2: 41,620 shares 41,620$15.4M0.24%-4,352Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,626 shares; 2024Q4: 203,612 shares; 2025Q1: 217,426 shares; 2025Q2: 216,338 shares; 2025Q3: 181,172 shares; 2025Q4: 184,729 shares; 2026Q1: 187,802 shares; 2026Q2: 190,573 shares 190,573$15.1M0.24%+2,771Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,383 shares; 2024Q4: 78,450 shares; 2025Q1: 89,521 shares; 2025Q2: 62,457 shares; 2025Q3: 64,047 shares; 2025Q4: 66,487 shares; 2026Q1: 231,424 shares; 2026Q2: 185,203 shares 185,203$15M0.23%-46,221Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,131 shares; 2024Q4: 249,243 shares; 2025Q1: 330,973 shares; 2025Q2: 277,120 shares; 2025Q3: 276,921 shares; 2025Q4: 301,123 shares; 2026Q1: 317,813 shares; 2026Q2: 288,086 shares 288,086$14.7M0.23%-29,727Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,741 shares; 2024Q4: 3,390 shares; 2025Q1: 6,731 shares; 2025Q2: 7,670 shares; 2025Q3: 9,824 shares; 2025Q4: 103,243 shares; 2026Q1: 150,015 shares; 2026Q2: 205,693 shares 205,693$14.7M0.23%+55,678Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,821 shares; 2024Q4: 25,101 shares; 2025Q1: 30,158 shares; 2025Q2: 33,886 shares; 2025Q3: 34,608 shares; 2025Q4: 35,473 shares; 2026Q1: 38,626 shares; 2026Q2: 41,211 shares 41,211$14.6M0.23%+2,585Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 480,330 shares; 2025Q2: 330,478 shares; 2025Q3: 342,589 shares; 2025Q4: 351,192 shares; 2026Q1: 364,867 shares; 2026Q2: 373,465 shares 373,465$14.5M0.23%+8,598Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,911 shares; 2024Q4: 223,864 shares; 2025Q1: 313,857 shares; 2025Q2: 389,065 shares; 2025Q3: 377,421 shares; 2025Q4: 401,607 shares; 2026Q1: 400,573 shares; 2026Q2: 454,959 shares 454,959$14M0.22%+54,386Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,832 shares; 2024Q4: 33,968 shares; 2025Q1: 31,609 shares; 2025Q2: 32,165 shares; 2025Q3: 33,366 shares; 2025Q4: 30,489 shares; 2026Q1: 30,445 shares; 2026Q2: 110,571 shares 110,571$13.7M0.21%+80,126Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,555 shares; 2024Q4: 346,165 shares; 2025Q1: 465,464 shares; 2025Q2: 316,789 shares; 2025Q3: 320,828 shares; 2025Q4: 324,501 shares; 2026Q1: 331,896 shares; 2026Q2: 340,059 shares 340,059$13.4M0.21%+8,163Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,502 shares; 2024Q4: 195,600 shares; 2025Q1: 293,520 shares; 2025Q2: 397,388 shares; 2025Q3: 405,146 shares; 2025Q4: 418,306 shares; 2026Q1: 413,288 shares; 2026Q2: 441,147 shares 441,147$13.2M0.21%+27,859Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,006 shares; 2024Q4: 10,212 shares; 2025Q1: 11,973 shares; 2025Q2: 11,622 shares; 2025Q3: 12,378 shares; 2025Q4: 10,430 shares; 2026Q1: 9,036 shares; 2026Q2: 10,775 shares 10,775$12.9M0.2%+1,739Timeline
PGROPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 264,218 shares 264,218$12.6M0.2%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,814 shares; 2024Q4: 18,133 shares; 2025Q1: 12,832 shares; 2025Q2: 11,546 shares; 2025Q3: 12,276 shares; 2025Q4: 12,745 shares; 2026Q1: 11,952 shares; 2026Q2: 16,727 shares 16,727$12.5M0.2%+4,775Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,222 shares; 2024Q4: 49,461 shares; 2025Q1: 75,988 shares; 2025Q2: 78,585 shares; 2025Q3: 78,698 shares; 2025Q4: 83,678 shares; 2026Q1: 88,699 shares; 2026Q2: 89,232 shares 89,232$12.5M0.19%+533Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,546 shares; 2024Q4: 33,871 shares; 2025Q1: 21,556 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317,527 shares; 2026Q2: 334,078 shares 334,078$12.4M0.19%+16,551Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,631 shares; 2024Q4: 106,353 shares; 2025Q1: 131,700 shares; 2025Q2: 178,103 shares; 2025Q3: 148,681 shares; 2025Q4: 160,442 shares; 2026Q1: 162,187 shares; 2026Q2: 158,860 shares 158,860$12.4M0.19%-3,327Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,679 shares; 2024Q4: 36,621 shares; 2025Q1: 14,556 shares; 2025Q2: 7,365 shares; 2025Q3: 8,275 shares; 2025Q4: 8,003 shares; 2026Q1: 4,586 shares; 2026Q2: 19,219 shares 19,219$12.3M0.19%+14,633Timeline
SIXJAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,857 shares; 2024Q4: 174,759 shares; 2025Q1: 223,201 shares; 2025Q2: 316,552 shares; 2025Q3: 333,638 shares; 2025Q4: 319,145 shares; 2026Q1: 324,859 shares; 2026Q2: 336,319 shares 336,319$12.3M0.19%+11,460Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,165 shares; 2024Q4: 65,403 shares; 2025Q1: 71,684 shares; 2025Q2: 68,083 shares; 2025Q3: 87,068 shares; 2025Q4: 71,473 shares; 2026Q1: 81,352 shares; 2026Q2: 82,128 shares 82,128$12.2M0.19%+776Timeline
SIXOAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 158,776 shares; 2025Q1: 194,906 shares; 2025Q2: 303,450 shares; 2025Q3: 323,700 shares; 2025Q4: 313,959 shares; 2026Q1: 322,420 shares; 2026Q2: 339,078 shares 339,078$12.2M0.19%+16,658Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,654 shares; 2024Q4: 20,750 shares; 2025Q1: 23,845 shares; 2025Q2: 23,992 shares; 2025Q3: 22,706 shares; 2025Q4: 23,072 shares; 2026Q1: 24,133 shares; 2026Q2: 24,222 shares 24,222$12.1M0.19%+89Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,743 shares; 2024Q4: 175,778 shares; 2025Q1: 151,021 shares; 2025Q2: 102,917 shares; 2025Q3: 117,545 shares; 2025Q4: 122,090 shares; 2026Q1: 115,622 shares; 2026Q2: 113,014 shares 113,014$12.1M0.19%-2,608Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,576 shares; 2024Q4: 280,003 shares; 2025Q1: 335,400 shares; 2025Q2: 332,592 shares; 2025Q3: 334,823 shares; 2025Q4: 337,701 shares; 2026Q1: 284,993 shares; 2026Q2: 283,699 shares 283,699$11.8M0.19%-1,294Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,722 shares; 2024Q4: 30,415 shares; 2025Q1: 34,533 shares; 2025Q2: 34,327 shares; 2025Q3: 31,870 shares; 2025Q4: 33,060 shares; 2026Q1: 33,067 shares; 2026Q2: 36,121 shares 36,121$11.8M0.18%+3,054Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,331 shares; 2024Q4: 134,268 shares; 2025Q1: 102,106 shares; 2025Q2: 111,712 shares; 2025Q3: 98,216 shares; 2025Q4: 115,264 shares; 2026Q1: 107,817 shares; 2026Q2: 103,885 shares 103,885$11.8M0.18%-3,932Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148,467 shares 148,467$11.6M0.18%newTimeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,513 shares; 2024Q4: 277,020 shares; 2025Q1: 340,684 shares; 2025Q2: 358,188 shares; 2025Q3: 306,336 shares; 2025Q4: 259,646 shares; 2026Q1: 300,293 shares; 2026Q2: 265,289 shares 265,289$11.4M0.18%-35,004Timeline
TRFKPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133,842 shares; 2026Q1: 99,907 shares; 2026Q2: 106,244 shares 106,244$11.3M0.18%+6,337Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,985 shares; 2024Q4: 107,741 shares; 2025Q1: 108,988 shares; 2025Q2: 121,479 shares; 2025Q3: 124,536 shares; 2025Q4: 118,383 shares; 2026Q1: 106,868 shares; 2026Q2: 112,668 shares 112,668$10.8M0.17%+5,800Timeline
CORPPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,683 shares; 2026Q1: 35,328 shares; 2026Q2: 109,483 shares 109,483$10.6M0.17%+74,155Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,507 shares; 2024Q4: 6,739 shares; 2025Q1: 6,863 shares; 2025Q2: 8,004 shares; 2025Q3: 7,812 shares; 2025Q4: 9,371 shares; 2026Q1: 9,516 shares; 2026Q2: 9,930 shares 9,930$10.6M0.17%+414Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,458 shares; 2024Q4: 29,092 shares; 2025Q1: 28,804 shares; 2025Q2: 48,404 shares; 2025Q3: 45,616 shares; 2025Q4: 31,098 shares; 2026Q1: 30,217 shares; 2026Q2: 29,503 shares 29,503$10.4M0.16%-714Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,061,347 shares; 2024Q4: 1,150,651 shares; 2025Q1: 1,163,109 shares; 2025Q2: 393,044 shares; 2025Q3: 268,324 shares; 2025Q4: 255,799 shares; 2026Q1: 235,385 shares; 2026Q2: 205,295 shares 205,295$10.4M0.16%-30,090Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,057 shares; 2024Q4: 207,378 shares; 2025Q1: 197,878 shares; 2025Q2: 129,047 shares; 2025Q3: 120,754 shares; 2025Q4: 127,635 shares; 2026Q1: 126,063 shares; 2026Q2: 193,160 shares 193,160$10.4M0.16%+67,097Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,491 shares; 2024Q4: 17,546 shares; 2025Q1: 42,479 shares; 2025Q2: 57,065 shares; 2025Q3: 60,376 shares; 2025Q4: 77,931 shares; 2026Q1: 71,843 shares; 2026Q2: 124,392 shares 124,392$10.3M0.16%+52,549Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,466 shares; 2024Q4: 26,816 shares; 2025Q1: 38,444 shares; 2025Q2: 40,824 shares; 2025Q3: 39,110 shares; 2025Q4: 39,941 shares; 2026Q1: 40,441 shares; 2026Q2: 40,584 shares 40,584$10.2M0.16%+143Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,798 shares; 2024Q4: 136,170 shares; 2025Q1: 168,274 shares; 2025Q2: 146,381 shares; 2025Q3: 152,437 shares; 2025Q4: 157,919 shares; 2026Q1: 188,497 shares; 2026Q2: 201,974 shares 201,974$9.48M0.15%+13,477Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190,876 shares; 2024Q4: 1,040,804 shares; 2025Q1: 980,285 shares; 2025Q2: 928,828 shares; 2025Q3: 615,175 shares; 2025Q4: 613,386 shares; 2026Q1: 626,075 shares; 2026Q2: 642,216 shares 642,216$9.34M0.15%+16,141Timeline
FHDGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,224 shares; 2025Q3: 192,106 shares; 2025Q4: 221,173 shares; 2026Q1: 246,669 shares; 2026Q2: 257,086 shares 257,086$9.32M0.15%+10,417Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,320 shares; 2024Q4: 586,999 shares; 2025Q1: 470,582 shares; 2025Q2: 485,171 shares; 2025Q3: 484,127 shares; 2025Q4: 483,255 shares; 2026Q1: 350,698 shares; 2026Q2: 359,861 shares 359,861$9.18M0.14%+9,163Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,642 shares; 2024Q4: 61,641 shares; 2025Q1: 31,203 shares; 2025Q2: 21,105 shares; 2025Q3: 84,754 shares; 2025Q4: 176,578 shares; 2026Q1: 210,951 shares; 2026Q2: 199,299 shares 199,299$9.04M0.14%-11,652Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,272 shares; 2024Q4: 75,967 shares; 2025Q1: 73,736 shares; 2025Q2: 73,541 shares; 2025Q3: 70,032 shares; 2025Q4: 70,520 shares; 2026Q1: 68,159 shares; 2026Q2: 65,247 shares 65,247$8.92M0.14%-2,912Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,703 shares; 2024Q4: 5,371 shares; 2025Q1: 2,352 shares; 2025Q2: 2,743 shares; 2025Q3: 3,030 shares; 2025Q4: 2,775 shares; 2026Q1: 3,781 shares; 2026Q2: 7,611 shares 7,611$8.79M0.14%+3,830Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,098 shares; 2024Q4: 28,148 shares; 2025Q1: 30,098 shares; 2025Q2: 27,573 shares; 2025Q3: 31,793 shares; 2025Q4: 31,610 shares; 2026Q1: 31,452 shares; 2026Q2: 23,806 shares 23,806$8.71M0.14%-7,646Timeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,557 shares; 2025Q3: 494,956 shares; 2025Q4: 557,819 shares; 2026Q1: 570,425 shares; 2026Q2: 142,809 shares 142,809$8.61M0.13%-427,616Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,783 shares; 2025Q1: 3,353 shares; 2025Q2: 17,024 shares; 2025Q3: 126,354 shares; 2025Q4: 156,241 shares; 2026Q1: 165,964 shares; 2026Q2: 52,639 shares 52,639$8.5M0.13%-113,325Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,446 shares; 2024Q4: 49,699 shares; 2025Q1: 47,606 shares; 2025Q2: 110,008 shares; 2025Q3: 109,192 shares; 2025Q4: 110,136 shares; 2026Q1: 104,737 shares; 2026Q2: 102,292 shares 102,292$8.42M0.13%-2,445Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,881 shares; 2024Q4: 29,906 shares; 2025Q1: 211,576 shares; 2025Q2: 171,932 shares; 2025Q3: 137,463 shares; 2025Q4: 430,492 shares; 2026Q1: 294,226 shares; 2026Q2: 169,600 shares 169,600$8.36M0.13%-124,626Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,568 shares; 2024Q4: 97,308 shares; 2025Q1: 15,267 shares; 2025Q2: 147,171 shares; 2025Q3: 85,149 shares; 2025Q4: 78,558 shares; 2026Q1: 72,933 shares; 2026Q2: 73,936 shares 73,936$8.16M0.13%+1,003Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,652 shares; 2025Q3: 3,664 shares; 2025Q4: 7,736 shares; 2026Q1: 8,454 shares; 2026Q2: 8,414 shares 8,414$8.12M0.13%-40Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,287 shares; 2024Q4: 175,995 shares; 2025Q1: 283,938 shares; 2025Q2: 276,388 shares; 2025Q3: 278,198 shares; 2025Q4: 283,026 shares; 2026Q1: 273,464 shares; 2026Q2: 279,726 shares 279,726$8.1M0.13%+6,262Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,619 shares; 2024Q4: 45,211 shares; 2025Q1: 46,454 shares; 2025Q2: 31,839 shares; 2025Q3: 28,038 shares; 2025Q4: 65,625 shares; 2026Q1: 59,476 shares; 2026Q2: 68,827 shares 68,827$8.07M0.13%+9,351Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,924 shares; 2025Q2: 125,954 shares; 2025Q3: 131,237 shares; 2025Q4: 149,543 shares; 2026Q1: 153,640 shares; 2026Q2: 161,207 shares 161,207$8.04M0.13%+7,567Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,827 shares; 2024Q4: 221,553 shares; 2025Q1: 276,259 shares; 2025Q2: 476,293 shares; 2025Q3: 131,828 shares; 2025Q4: 131,470 shares; 2026Q1: 263,517 shares; 2026Q2: 198,410 shares 198,410$7.94M0.12%-65,107Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,395 shares; 2024Q4: 8,310 shares; 2025Q1: 11,418 shares; 2025Q2: 5,507 shares; 2025Q3: 13,161 shares; 2025Q4: 8,415 shares; 2026Q1: 17,253 shares; 2026Q2: 13,375 shares 13,375$7.77M0.12%-3,878Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,404 shares; 2024Q4: 131,073 shares; 2025Q1: 38,683 shares; 2025Q2: 30,229 shares; 2025Q3: 31,307 shares; 2025Q4: 27,782 shares; 2026Q1: 30,817 shares; 2026Q2: 41,772 shares 41,772$7.74M0.12%+10,955Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,208 shares; 2024Q4: 74,282 shares; 2025Q1: 91,976 shares; 2025Q2: 134,626 shares; 2025Q3: 173,784 shares; 2025Q4: 188,851 shares; 2026Q1: 225,802 shares; 2026Q2: 257,160 shares 257,160$7.56M0.12%+31,358Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,249 shares; 2024Q4: 3,535 shares; 2025Q1: 3,654 shares; 2025Q2: 25,948 shares; 2025Q3: 26,122 shares; 2025Q4: 29,859 shares; 2026Q1: 76,412 shares; 2026Q2: 101,273 shares 101,273$7.47M0.12%+24,861Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,675 shares; 2024Q4: 5,996 shares; 2025Q1: 23,705 shares; 2025Q2: 23,995 shares; 2025Q3: 15,823 shares; 2025Q4: 14,798 shares; 2026Q1: 7,776 shares; 2026Q2: 10,297 shares 10,297$7.44M0.12%+2,521Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,516 shares; 2024Q4: 38,405 shares; 2025Q1: 86,011 shares; 2025Q2: 101,558 shares; 2025Q3: 76,020 shares; 2025Q4: 72,986 shares; 2026Q1: 59,631 shares; 2026Q2: 63,160 shares 63,160$7.42M0.12%+3,529Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,991 shares; 2024Q4: 133,588 shares; 2025Q1: 124,157 shares; 2025Q2: 114,784 shares; 2025Q3: 135,436 shares; 2025Q4: 134,896 shares; 2026Q1: 118,444 shares; 2026Q2: 126,801 shares 126,801$7.31M0.11%+8,357Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,871 shares; 2024Q4: 177,953 shares; 2025Q1: 167,618 shares; 2025Q2: 165,150 shares; 2025Q3: 162,147 shares; 2025Q4: 163,947 shares; 2026Q1: 175,882 shares; 2026Q2: 176,053 shares 176,053$7.26M0.11%+171Timeline
PMBSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,601 shares; 2026Q1: 50,594 shares; 2026Q2: 146,964 shares 146,964$7.26M0.11%+96,370Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,126 shares; 2025Q2: 38,105 shares; 2025Q3: 30,614 shares; 2025Q4: 26,611 shares; 2026Q1: 27,980 shares; 2026Q2: 42,530 shares 42,530$7.22M0.11%+14,550Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,166 shares; 2024Q4: 142,553 shares; 2025Q1: 90,027 shares; 2025Q2: 57,110 shares; 2025Q3: 66,607 shares; 2025Q4: 65,624 shares; 2026Q1: 72,276 shares; 2026Q2: 70,269 shares 70,269$7.19M0.11%-2,007Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,092 shares; 2024Q4: 431,191 shares; 2025Q1: 410,443 shares; 2025Q2: 379,914 shares; 2025Q3: 255,831 shares; 2025Q4: 285,993 shares; 2026Q1: 235,605 shares; 2026Q2: 209,648 shares 209,648$7.09M0.11%-25,957Timeline
QQQINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,906 shares; 2025Q2: 62,139 shares; 2025Q3: 86,479 shares; 2025Q4: 104,599 shares; 2026Q1: 112,483 shares; 2026Q2: 124,100 shares 124,100$7.05M0.11%+11,617Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,940 shares; 2024Q4: 16,401 shares; 2025Q1: 21,138 shares; 2025Q2: 19,072 shares; 2025Q3: 17,814 shares; 2025Q4: 19,617 shares; 2026Q1: 30,065 shares; 2026Q2: 23,232 shares 23,232$7.04M0.11%-6,833Timeline
PHYLPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,335 shares; 2025Q3: 91,042 shares; 2025Q4: 223,177 shares; 2026Q1: 235,187 shares; 2026Q2: 201,671 shares 201,671$7.03M0.11%-33,516Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,397 shares; 2024Q4: 144,796 shares; 2025Q1: 154,484 shares; 2025Q2: 144,182 shares; 2025Q3: 290,015 shares; 2025Q4: 290,233 shares; 2026Q1: 291,989 shares; 2026Q2: 134,896 shares 134,896$6.98M0.11%-157,093Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,944 shares; 2024Q4: 25,034 shares; 2025Q1: 23,488 shares; 2025Q2: 89,054 shares; 2025Q3: 89,275 shares; 2025Q4: 89,405 shares; 2026Q1: 86,390 shares; 2026Q2: 84,838 shares 84,838$6.95M0.11%-1,552Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,971 shares; 2024Q4: 10,397 shares; 2025Q1: 10,331 shares; 2025Q2: 11,956 shares; 2025Q3: 30,902 shares; 2025Q4: 50,845 shares; 2026Q1: 120,237 shares; 2026Q2: 139,646 shares 139,646$6.95M0.11%+19,409Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,039 shares; 2024Q4: 16,188 shares; 2025Q1: 13,999 shares; 2025Q2: 13,934 shares; 2025Q3: 15,227 shares; 2025Q4: 15,377 shares; 2026Q1: 17,345 shares; 2026Q2: 20,227 shares 20,227$6.94M0.11%+2,882Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,382 shares; 2024Q4: 52,717 shares; 2025Q1: 25,545 shares; 2025Q2: 30,441 shares; 2025Q3: 32,865 shares; 2025Q4: 35,775 shares; 2026Q1: 37,266 shares; 2026Q2: 157,947 shares 157,947$6.75M0.11%+120,681Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 268,711 shares; 2025Q1: 268,652 shares; 2025Q2: 12,324 shares; 2025Q3: 15,010 shares; 2025Q4: 218,622 shares; 2026Q1: 16,083 shares; 2026Q2: 71,332 shares 71,332$6.75M0.11%+55,249Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,405 shares; 2024Q4: 118,303 shares; 2025Q1: 125,917 shares; 2025Q2: 133,128 shares; 2025Q3: 136,913 shares; 2025Q4: 146,594 shares; 2026Q1: 151,712 shares; 2026Q2: 154,207 shares 154,207$6.7M0.1%+2,495Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,164 shares; 2024Q4: 72,188 shares; 2025Q1: 102,598 shares; 2025Q2: 71,739 shares; 2025Q3: 200,153 shares; 2025Q4: 142,015 shares; 2026Q1: 117,318 shares; 2026Q2: 109,824 shares 109,824$6.68M0.1%-7,494Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,901 shares; 2024Q4: 28,950 shares; 2025Q1: 16,818 shares; 2025Q2: 20,816 shares; 2025Q3: 31,739 shares; 2025Q4: 24,386 shares; 2026Q1: 23,112 shares; 2026Q2: 23,721 shares 23,721$6.67M0.1%+609Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,742 shares; 2024Q4: 17,115 shares; 2025Q1: 21,521 shares; 2025Q2: 29,667 shares; 2025Q3: 32,794 shares; 2025Q4: 32,166 shares; 2026Q1: 21,139 shares; 2026Q2: 21,792 shares 21,792$6.5M0.1%+653Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,575 shares; 2024Q4: 6,619 shares; 2025Q1: 6,590 shares; 2025Q2: 8,305 shares; 2025Q3: 9,212 shares; 2025Q4: 8,129 shares; 2026Q1: 6,055 shares; 2026Q2: 6,888 shares 6,888$6.44M0.1%+833Timeline
JULUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 99,670 shares; 2025Q1: 123,569 shares; 2025Q2: 189,901 shares; 2025Q3: 201,278 shares; 2025Q4: 191,680 shares; 2026Q1: 194,431 shares; 2026Q2: 200,658 shares 200,658$6.44M0.1%+6,227Timeline
JANUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,934 shares; 2025Q3: 213,847 shares; 2025Q4: 203,568 shares; 2026Q1: 206,742 shares; 2026Q2: 213,359 shares 213,359$6.43M0.1%+6,617Timeline
CSRECOHEN & STEERS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,105 shares; 2025Q3: 105,927 shares; 2025Q4: 123,742 shares; 2026Q1: 127,632 shares; 2026Q2: 226,267 shares 226,267$6.42M0.1%+98,635Timeline
OCTUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,810 shares; 2025Q2: 199,776 shares; 2025Q3: 210,734 shares; 2025Q4: 200,541 shares; 2026Q1: 203,007 shares; 2026Q2: 209,942 shares 209,942$6.39M0.1%+6,935Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,010 shares; 2024Q4: 66,923 shares; 2025Q1: 71,434 shares; 2025Q2: 74,400 shares; 2025Q3: 73,880 shares; 2025Q4: 76,064 shares; 2026Q1: 79,220 shares; 2026Q2: 78,224 shares 78,224$6.36M0.1%-996Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,971 shares; 2024Q4: 5,279 shares; 2025Q1: 8,810 shares; 2025Q2: 7,422 shares; 2025Q3: 5,994 shares; 2025Q4: 7,813 shares; 2026Q1: 7,738 shares; 2026Q2: 12,145 shares 12,145$6.34M0.1%+4,407Timeline
ARLUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 96,691 shares; 2025Q1: 120,153 shares; 2025Q2: 186,844 shares; 2025Q3: 197,096 shares; 2025Q4: 187,583 shares; 2026Q1: 190,292 shares; 2026Q2: 197,978 shares 197,978$6.32M0.1%+7,686Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,916 shares; 2024Q4: 41,870 shares; 2025Q1: 41,960 shares; 2025Q2: 39,513 shares; 2025Q3: 32,272 shares; 2025Q4: 28,773 shares; 2026Q1: 182,125 shares; 2026Q2: 130,659 shares 130,659$6.3M0.1%-51,466Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,952 shares; 2024Q4: 21,455 shares; 2025Q1: 23,387 shares; 2025Q2: 22,930 shares; 2025Q3: 25,939 shares; 2025Q4: 31,909 shares; 2026Q1: 42,375 shares; 2026Q2: 25,512 shares 25,512$6.2M0.1%-16,863Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,534 shares; 2024Q4: 27,348 shares; 2025Q1: 23,360 shares; 2025Q2: 26,772 shares; 2025Q3: 26,341 shares; 2025Q4: 32,130 shares; 2026Q1: 35,157 shares; 2026Q2: 39,022 shares 39,022$6.17M0.1%+3,865Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,585 shares; 2024Q4: 99,733 shares; 2025Q1: 11,628 shares; 2025Q2: 131,466 shares; 2025Q3: 130,940 shares; 2025Q4: 131,049 shares; 2026Q1: 120,829 shares; 2026Q2: 118,752 shares 118,752$6.14M0.1%-2,077Timeline
SPSKTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580,425 shares; 2024Q4: 265,029 shares; 2025Q1: 353,048 shares; 2025Q2: 539,483 shares; 2025Q3: 967,424 shares; 2025Q4: 1,213,116 shares; 2026Q1: 349,672 shares; 2026Q2: 336,773 shares 336,773$6.07M0.09%-12,899Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,911 shares; 2024Q4: 19,716 shares; 2025Q1: 19,622 shares; 2025Q2: 15,418 shares; 2025Q3: 14,533 shares; 2025Q4: 15,808 shares; 2026Q1: 20,176 shares; 2026Q2: 74,600 shares 74,600$6.01M0.09%+54,424Timeline
LPTHLIGHTPATH TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 359,542 shares 359,542$5.88M0.09%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,072 shares; 2024Q4: 16,763 shares; 2025Q1: 18,278 shares; 2025Q2: 17,097 shares; 2025Q3: 18,635 shares; 2025Q4: 19,091 shares; 2026Q1: 20,398 shares; 2026Q2: 22,980 shares 22,980$5.84M0.09%+2,582Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,336 shares; 2024Q4: 8,434 shares; 2025Q1: 9,637 shares; 2025Q2: 7,368 shares; 2025Q3: 7,797 shares; 2025Q4: 6,882 shares; 2026Q1: 11,487 shares; 2026Q2: 12,067 shares 12,067$5.76M0.09%+580Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,584 shares; 2024Q4: 11,903 shares; 2025Q1: 10,340 shares; 2025Q2: 7,122 shares; 2025Q3: 5,687 shares; 2025Q4: 6,015 shares; 2026Q1: 5,363 shares; 2026Q2: 18,947 shares 18,947$5.69M0.09%+13,584Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,621 shares; 2024Q4: 40,652 shares; 2025Q1: 42,510 shares; 2025Q2: 43,568 shares; 2025Q3: 39,353 shares; 2025Q4: 37,597 shares; 2026Q1: 39,736 shares; 2026Q2: 38,706 shares 38,706$5.68M0.09%-1,030Timeline
FMFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,119 shares; 2024Q4: 9,555 shares; 2025Q1: 9,739 shares; 2025Q2: 41,892 shares; 2025Q3: 42,728 shares; 2025Q4: 50,256 shares; 2026Q1: 78,413 shares; 2026Q2: 111,309 shares 111,309$5.58M0.09%+32,896Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,652 shares; 2025Q2: 65,039 shares; 2025Q3: 120,214 shares; 2025Q4: 143,560 shares; 2026Q1: 142,327 shares; 2026Q2: 142,790 shares 142,790$5.57M0.09%+463Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,860 shares; 2024Q4: 100,569 shares; 2025Q1: 159,091 shares; 2025Q2: 140,815 shares; 2025Q3: 126,848 shares; 2025Q4: 215,201 shares; 2026Q1: 210,217 shares; 2026Q2: 237,138 shares 237,138$5.56M0.09%+26,921Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,900 shares; 2024Q4: 12,802 shares; 2025Q1: 11,873 shares; 2025Q2: 12,681 shares; 2025Q3: 12,669 shares; 2025Q4: 12,754 shares; 2026Q1: 10,859 shares; 2026Q2: 10,817 shares 10,817$5.56M0.09%-42Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,724 shares; 2024Q4: 45,274 shares; 2025Q1: 39,280 shares; 2025Q2: 43,811 shares; 2025Q3: 68,084 shares; 2025Q4: 47,067 shares; 2026Q1: 46,252 shares; 2026Q2: 43,401 shares 43,401$5.55M0.09%-2,851Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466,345 shares; 2024Q4: 466,910 shares; 2025Q1: 275,854 shares; 2025Q2: 214,865 shares; 2025Q3: 114,798 shares; 2025Q4: 115,425 shares; 2026Q1: 111,868 shares; 2026Q2: 119,805 shares 119,805$5.53M0.09%+7,937Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,106 shares; 2024Q4: 10,365 shares; 2025Q1: 18,107 shares; 2025Q2: 20,801 shares; 2025Q3: 25,076 shares; 2025Q4: 25,505 shares; 2026Q1: 34,887 shares; 2026Q2: 46,124 shares 46,124$5.38M0.08%+11,237Timeline
FAARFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,269 shares; 2024Q4: 8,154 shares; 2025Q1: 8,233 shares; 2025Q2: 60,237 shares; 2025Q3: 61,886 shares; 2025Q4: 81,505 shares; 2026Q1: 120,564 shares; 2026Q2: 169,240 shares 169,240$5.35M0.08%+48,676Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,690 shares; 2024Q4: 19,173 shares; 2025Q1: 19,139 shares; 2025Q2: 14,554 shares; 2025Q3: 16,367 shares; 2025Q4: 20,149 shares; 2026Q1: 19,980 shares; 2026Q2: 14,323 shares 14,323$5.28M0.08%-5,657Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,747 shares; 2024Q4: 45,842 shares; 2025Q1: 21,693 shares; 2025Q2: 80,637 shares; 2025Q3: 107,857 shares; 2025Q4: 102,464 shares; 2026Q1: 75,246 shares; 2026Q2: 53,216 shares 53,216$5.27M0.08%-22,030Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,712 shares; 2024Q4: 131,549 shares; 2025Q1: 151,255 shares; 2025Q2: 176,579 shares; 2025Q3: 177,901 shares; 2025Q4: 192,472 shares; 2026Q1: 191,774 shares; 2026Q2: 308,982 shares 308,982$5.16M0.08%+117,208Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,183 shares; 2024Q4: 84,709 shares; 2025Q1: 95,821 shares; 2025Q2: 104,570 shares; 2025Q3: 99,406 shares; 2025Q4: 107,464 shares; 2026Q1: 110,440 shares; 2026Q2: 86,975 shares 86,975$5.13M0.08%-23,465Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,450 shares; 2024Q4: 6,725 shares; 2025Q1: 7,707 shares; 2025Q2: 8,050 shares; 2025Q3: 3,466 shares; 2025Q4: 3,082 shares; 2026Q1: 2,818 shares; 2026Q2: 2,576 shares 2,576$5.11M0.08%-242Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,547 shares; 2024Q4: 24,768 shares; 2025Q1: 44,925 shares; 2025Q2: 38,675 shares; 2025Q3: 64,834 shares; 2025Q4: 77,081 shares; 2026Q1: 82,994 shares; 2026Q2: 95,913 shares 95,913$5.09M0.08%+12,919Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,830 shares; 2024Q4: 10,341 shares; 2025Q1: 11,129 shares; 2025Q2: 12,176 shares; 2025Q3: 12,638 shares; 2025Q4: 12,501 shares; 2026Q1: 13,632 shares; 2026Q2: 14,031 shares 14,031$5.08M0.08%+399Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,149 shares; 2024Q4: 21,792 shares; 2025Q1: 32,043 shares; 2025Q2: 21,777 shares; 2025Q3: 98,081 shares; 2025Q4: 88,759 shares; 2026Q1: 234,021 shares; 2026Q2: 137,619 shares 137,619$5.07M0.08%-96,402Timeline
UMMALISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,933 shares; 2024Q4: 164,917 shares; 2025Q1: 111,822 shares; 2025Q2: 177,694 shares; 2025Q3: 215,950 shares; 2025Q4: 267,313 shares; 2026Q1: 115,074 shares; 2026Q2: 128,221 shares 128,221$5.06M0.08%+13,147Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,229 shares; 2024Q4: 3,341 shares; 2025Q1: 3,453 shares; 2025Q2: 3,669 shares; 2025Q3: 2,753 shares; 2025Q4: 3,551 shares; 2026Q1: 5,838 shares; 2026Q2: 42,249 shares 42,249$5.05M0.08%+36,411Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,759 shares; 2024Q4: 57,985 shares; 2025Q1: 52,648 shares; 2025Q2: 56,634 shares; 2025Q3: 66,289 shares; 2025Q4: 67,971 shares; 2026Q1: 165,228 shares; 2026Q2: 115,714 shares 115,714$5.05M0.08%-49,514Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,219 shares; 2024Q4: 80,070 shares; 2025Q1: 48,220 shares; 2025Q2: 37,414 shares; 2025Q3: 51,319 shares; 2025Q4: 45,621 shares; 2026Q1: 46,792 shares; 2026Q2: 46,395 shares 46,395$4.99M0.08%-397Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,865 shares; 2024Q4: 128,701 shares; 2025Q1: 135,723 shares; 2025Q2: 137,030 shares; 2025Q3: 139,796 shares; 2025Q4: 152,564 shares; 2026Q1: 160,655 shares; 2026Q2: 167,965 shares 167,965$4.92M0.08%+7,310Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,512 shares; 2024Q4: 115,532 shares; 2025Q1: 116,081 shares; 2025Q2: 107,656 shares; 2025Q3: 191,300 shares; 2025Q4: 136,991 shares; 2026Q1: 161,451 shares; 2026Q2: 81,075 shares 81,075$4.84M0.08%-80,376Timeline
PRFDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,032 shares; 2026Q2: 94,044 shares 94,044$4.83M0.08%+79,012Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,373 shares; 2024Q4: 47,712 shares; 2025Q1: 32,895 shares; 2025Q2: 48,036 shares; 2025Q3: 28,709 shares; 2025Q4: 28,315 shares; 2026Q1: 27,239 shares; 2026Q2: 29,012 shares 29,012$4.81M0.08%+1,773Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,834 shares; 2024Q4: 9,816 shares; 2025Q1: 16,972 shares; 2025Q2: 19,609 shares; 2025Q3: 18,906 shares; 2025Q4: 18,766 shares; 2026Q1: 19,229 shares; 2026Q2: 19,555 shares 19,555$4.8M0.08%+326Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,705 shares; 2024Q4: 91,710 shares; 2025Q1: 96,469 shares; 2025Q2: 129,315 shares; 2025Q3: 80,956 shares; 2025Q4: 72,182 shares; 2026Q1: 79,302 shares; 2026Q2: 94,344 shares 94,344$4.76M0.07%+15,042Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,506 shares; 2024Q4: 31,867 shares; 2025Q1: 30,955 shares; 2025Q2: 30,566 shares; 2025Q3: 67,606 shares; 2025Q4: 38,661 shares; 2026Q1: 47,710 shares; 2026Q2: 44,814 shares 44,814$4.76M0.07%-2,896Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,372 shares; 2025Q2: 3,551 shares; 2025Q3: 31,914 shares; 2025Q4: 33,502 shares; 2026Q1: 97,542 shares; 2026Q2: 55,277 shares 55,277$4.73M0.07%-42,265Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,600 shares; 2025Q4: 34,204 shares; 2026Q1: 46,286 shares; 2026Q2: 47,438 shares 47,438$4.72M0.07%+1,152Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,396 shares; 2024Q4: 13,077 shares; 2025Q1: 21,265 shares; 2025Q2: 57,801 shares; 2025Q3: 26,623 shares; 2025Q4: 23,182 shares; 2026Q1: 47,794 shares; 2026Q2: 48,754 shares 48,754$4.71M0.07%+960Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,885 shares; 2024Q4: 77,723 shares; 2025Q1: 68,414 shares; 2025Q2: 63,934 shares; 2025Q3: 23,670 shares; 2025Q4: 22,922 shares; 2026Q1: 23,062 shares; 2026Q2: 29,484 shares 29,484$4.68M0.07%+6,422Timeline
GLTRABRDN PRECIOUS METALS BASKETQuarterly shares; oldest to newest; 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: 18,742 shares; 2026Q2: 25,688 shares 25,688$4.65M0.07%+6,946Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,201 shares; 2024Q4: not reported; 2025Q1: 21,115 shares; 2025Q2: 25,494 shares; 2025Q3: 46,510 shares; 2025Q4: 39,516 shares; 2026Q1: 37,609 shares; 2026Q2: 49,624 shares 49,624$4.63M0.07%+12,015Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,283 shares; 2026Q1: 23,861 shares; 2026Q2: 15,889 shares 15,889$4.62M0.07%-7,972Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,730 shares; 2024Q4: 24,181 shares; 2025Q1: 25,876 shares; 2025Q2: 24,951 shares; 2025Q3: 25,558 shares; 2025Q4: 28,089 shares; 2026Q1: 28,071 shares; 2026Q2: 28,118 shares 28,118$4.6M0.07%+47Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,575 shares; 2024Q4: 355,740 shares; 2025Q1: 234,891 shares; 2025Q2: 146,950 shares; 2025Q3: 134,424 shares; 2025Q4: 128,171 shares; 2026Q1: 104,763 shares; 2026Q2: 102,090 shares 102,090$4.53M0.07%-2,673Timeline
SPWOSP FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,759 shares; 2024Q4: 88,331 shares; 2025Q1: 121,756 shares; 2025Q2: 189,963 shares; 2025Q3: 364,359 shares; 2025Q4: 327,432 shares; 2026Q1: 137,693 shares; 2026Q2: 130,363 shares 130,363$4.51M0.07%-7,330Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,917 shares; 2024Q4: 35,641 shares; 2025Q1: 41,255 shares; 2025Q2: 19,333 shares; 2025Q3: 51,940 shares; 2025Q4: 73,120 shares; 2026Q1: 115,048 shares; 2026Q2: 188,692 shares 188,692$4.5M0.07%+73,644Timeline
JANTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,108 shares; 2024Q4: 41,434 shares; 2025Q1: 110,529 shares; 2025Q2: 106,106 shares; 2025Q3: 99,604 shares; 2025Q4: 99,417 shares; 2026Q1: 100,590 shares; 2026Q2: 101,766 shares 101,766$4.48M0.07%+1,176Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,676 shares; 2024Q4: 3,429 shares; 2025Q1: 4,010 shares; 2025Q2: 4,321 shares; 2025Q3: 3,178 shares; 2025Q4: 3,256 shares; 2026Q1: 2,780 shares; 2026Q2: 2,243 shares 2,243$4.46M0.07%-537Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,294 shares; 2024Q4: 24,663 shares; 2025Q1: 46,072 shares; 2025Q2: 44,305 shares; 2025Q3: 43,045 shares; 2025Q4: 46,407 shares; 2026Q1: 34,680 shares; 2026Q2: 52,912 shares 52,912$4.43M0.07%+18,232Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,440 shares; 2024Q4: 46,849 shares; 2025Q1: 46,123 shares; 2025Q2: 62,009 shares; 2025Q3: 52,225 shares; 2025Q4: 54,707 shares; 2026Q1: 56,267 shares; 2026Q2: 58,285 shares 58,285$4.42M0.07%+2,018Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,791 shares; 2024Q4: 12,026 shares; 2025Q1: 34,109 shares; 2025Q2: 41,564 shares; 2025Q3: 44,934 shares; 2025Q4: 44,038 shares; 2026Q1: 43,344 shares; 2026Q2: 43,849 shares 43,849$4.4M0.07%+505Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,698 shares; 2024Q4: 96,544 shares; 2025Q1: 107,421 shares; 2025Q2: 109,874 shares; 2025Q3: 99,337 shares; 2025Q4: 93,775 shares; 2026Q1: 98,039 shares; 2026Q2: 103,404 shares 103,404$4.38M0.07%+5,365Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,693 shares; 2025Q2: 7,564 shares; 2025Q3: 14,131 shares; 2025Q4: 19,684 shares; 2026Q1: 15,937 shares; 2026Q2: 10,069 shares 10,069$4.36M0.07%-5,868Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,449 shares; 2024Q4: 54,307 shares; 2025Q1: 29,847 shares; 2025Q2: 22,537 shares; 2025Q3: 79,164 shares; 2025Q4: 93,217 shares; 2026Q1: 123,107 shares; 2026Q2: 46,421 shares 46,421$4.35M0.07%-76,686Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,044 shares; 2024Q4: 44,734 shares; 2025Q1: 24,787 shares; 2025Q2: 17,750 shares; 2025Q3: 16,737 shares; 2025Q4: 17,267 shares; 2026Q1: 17,168 shares; 2026Q2: 17,169 shares 17,169$4.33M0.07%+1Timeline
BSRNORTHERN LTS FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213,797 shares; 2026Q1: 267,718 shares; 2026Q2: 142,199 shares 142,199$4.32M0.07%-125,519Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,160 shares; 2024Q4: 13,625 shares; 2025Q1: 23,590 shares; 2025Q2: 23,942 shares; 2025Q3: 24,566 shares; 2025Q4: 22,558 shares; 2026Q1: 22,511 shares; 2026Q2: 23,760 shares 23,760$4.3M0.07%+1,249Timeline
USPXFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,040 shares 65,040$4.25M0.07%newTimeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,345 shares; 2024Q4: 26,607 shares; 2025Q1: 109,881 shares; 2025Q2: 89,850 shares; 2025Q3: 98,394 shares; 2025Q4: 108,546 shares; 2026Q1: 247,344 shares; 2026Q2: 184,746 shares 184,746$4.21M0.07%-62,598Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,344 shares; 2024Q4: 37,877 shares; 2025Q1: 17,863 shares; 2025Q2: 11,617 shares; 2025Q3: 32,648 shares; 2025Q4: 18,083 shares; 2026Q1: 41,113 shares; 2026Q2: 38,573 shares 38,573$4.21M0.07%-2,540Timeline
BTRNORTHERN LTS FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249,794 shares; 2026Q1: 298,788 shares; 2026Q2: 152,121 shares 152,121$4.21M0.07%-146,667Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,252 shares; 2025Q2: 21,009 shares; 2025Q3: 10,703 shares; 2025Q4: 10,934 shares; 2026Q1: 15,556 shares; 2026Q2: 21,890 shares 21,890$4.2M0.07%+6,334Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,667 shares; 2024Q4: 9,459 shares; 2025Q1: 118,650 shares; 2025Q2: 283,295 shares; 2025Q3: 13,863 shares; 2025Q4: 13,919 shares; 2026Q1: 42,984 shares; 2026Q2: 78,381 shares 78,381$4.19M0.07%+35,397Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,824 shares; 2024Q4: 39,355 shares; 2025Q1: 24,309 shares; 2025Q2: 22,996 shares; 2025Q3: 22,870 shares; 2025Q4: 22,003 shares; 2026Q1: 29,513 shares; 2026Q2: 25,498 shares 25,498$4.19M0.07%-4,015Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,955 shares; 2024Q4: 7,584 shares; 2025Q1: 18,833 shares; 2025Q2: 4,797 shares; 2025Q3: 6,367 shares; 2025Q4: 12,595 shares; 2026Q1: 24,618 shares; 2026Q2: 41,164 shares 41,164$4.15M0.06%+16,546Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,014 shares; 2024Q4: 79,223 shares; 2025Q1: 63,601 shares; 2025Q2: 57,582 shares; 2025Q3: 55,374 shares; 2025Q4: 46,283 shares; 2026Q1: 32,414 shares; 2026Q2: 18,881 shares 18,881$4.14M0.06%-13,533Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,423 shares; 2024Q4: 208,507 shares; 2025Q1: 194,932 shares; 2025Q2: 103,527 shares; 2025Q3: 379,089 shares; 2025Q4: 176,404 shares; 2026Q1: 167,495 shares; 2026Q2: 149,551 shares 149,551$4.14M0.06%-17,944Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,542 shares; 2024Q4: 74,623 shares; 2025Q1: 36,885 shares; 2025Q2: 33,447 shares; 2025Q3: 31,952 shares; 2025Q4: 30,567 shares; 2026Q1: 37,080 shares; 2026Q2: 45,861 shares 45,861$4.12M0.06%+8,781Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,593 shares; 2026Q2: 59,704 shares 59,704$4.09M0.06%-75,889Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,102 shares; 2024Q4: 57,448 shares; 2025Q1: 64,882 shares; 2025Q2: 103,998 shares; 2025Q3: 84,891 shares; 2025Q4: 72,130 shares; 2026Q1: 110,774 shares; 2026Q2: 71,955 shares 71,955$4.06M0.06%-38,819Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,931 shares; 2025Q1: 171,398 shares; 2025Q2: 192,001 shares; 2025Q3: 178,753 shares; 2025Q4: 179,901 shares; 2026Q1: 195,838 shares; 2026Q2: 224,941 shares 224,941$4.03M0.06%+29,103Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 16,497 shares; 2025Q1: 20,984 shares; 2025Q2: 26,354 shares; 2025Q3: 30,765 shares; 2025Q4: 32,486 shares; 2026Q1: 34,887 shares; 2026Q2: 28,550 shares 28,550$4.01M0.06%-6,337Timeline
FLCBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 185,259 shares 185,259$3.96M0.06%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,729 shares; 2024Q4: 6,922 shares; 2025Q1: 7,263 shares; 2025Q2: 8,071 shares; 2025Q3: 6,961 shares; 2025Q4: 6,968 shares; 2026Q1: 4,936 shares; 2026Q2: 5,181 shares 5,181$3.95M0.06%+245Timeline
CSPFCOHEN & STEERS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,496 shares; 2025Q3: 91,755 shares; 2025Q4: 114,843 shares; 2026Q1: 139,998 shares; 2026Q2: 150,503 shares 150,503$3.93M0.06%+10,505Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451,119 shares; 2024Q4: 477,757 shares; 2025Q1: 96,894 shares; 2025Q2: 75,782 shares; 2025Q3: 77,205 shares; 2025Q4: 75,665 shares; 2026Q1: 76,018 shares; 2026Q2: 81,272 shares 81,272$3.88M0.06%+5,254Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,803 shares; 2024Q4: 172,742 shares; 2025Q1: 97,871 shares; 2025Q2: 76,092 shares; 2025Q3: 75,049 shares; 2025Q4: 57,929 shares; 2026Q1: 86,231 shares; 2026Q2: 76,360 shares 76,360$3.86M0.06%-9,871Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,109 shares; 2024Q4: 78,782 shares; 2025Q1: 49,236 shares; 2025Q2: 54,997 shares; 2025Q3: 51,881 shares; 2025Q4: 51,275 shares; 2026Q1: 44,728 shares; 2026Q2: 43,944 shares 43,944$3.86M0.06%-784Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,098 shares; 2024Q4: 8,706 shares; 2025Q1: 21,330 shares; 2025Q2: 22,879 shares; 2025Q3: 20,970 shares; 2025Q4: 18,602 shares; 2026Q1: 25,701 shares; 2026Q2: 33,711 shares 33,711$3.85M0.06%+8,010Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,617 shares; 2024Q4: 19,901 shares; 2025Q1: 19,996 shares; 2025Q2: 21,156 shares; 2025Q3: 17,606 shares; 2025Q4: 17,108 shares; 2026Q1: 18,037 shares; 2026Q2: 19,958 shares 19,958$3.79M0.06%+1,921Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,991 shares; 2026Q1: 8,916 shares; 2026Q2: 21,727 shares 21,727$3.79M0.06%+12,811Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,908 shares; 2024Q4: 202,550 shares; 2025Q1: 214,224 shares; 2025Q2: 191,064 shares; 2025Q3: 183,756 shares; 2025Q4: 155,126 shares; 2026Q1: 216,598 shares; 2026Q2: 77,986 shares 77,986$3.78M0.06%-138,612Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,200 shares; 2024Q4: 41,798 shares; 2025Q1: 47,582 shares; 2025Q2: 47,549 shares; 2025Q3: 45,053 shares; 2025Q4: 40,411 shares; 2026Q1: 41,372 shares; 2026Q2: 39,057 shares 39,057$3.73M0.06%-2,315Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,065 shares; 2024Q4: 17,200 shares; 2025Q1: 17,672 shares; 2025Q2: 31,674 shares; 2025Q3: 31,120 shares; 2025Q4: 35,340 shares; 2026Q1: 61,653 shares; 2026Q2: 60,408 shares 60,408$3.71M0.06%-1,245Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,637 shares; 2024Q4: 6,853 shares; 2025Q1: 3,669 shares; 2025Q2: 3,691 shares; 2025Q3: 3,678 shares; 2025Q4: 3,728 shares; 2026Q1: 3,740 shares; 2026Q2: 3,753 shares 3,753$3.67M0.06%+13Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,993 shares; 2024Q4: 39,140 shares; 2025Q1: 38,541 shares; 2025Q2: 39,655 shares; 2025Q3: 39,792 shares; 2025Q4: 37,358 shares; 2026Q1: 17,869 shares; 2026Q2: 19,499 shares 19,499$3.67M0.06%+1,630Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,368 shares; 2026Q1: 84,582 shares; 2026Q2: 114,140 shares 114,140$3.64M0.06%+29,558Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,844 shares; 2024Q4: 14,659 shares; 2025Q1: 30,044 shares; 2025Q2: 16,577 shares; 2025Q3: 64,704 shares; 2025Q4: 90,181 shares; 2026Q1: 109,365 shares; 2026Q2: 111,482 shares 111,482$3.62M0.06%+2,117Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,571 shares; 2024Q4: 19,982 shares; 2025Q1: 24,483 shares; 2025Q2: 24,067 shares; 2025Q3: 24,585 shares; 2025Q4: 19,335 shares; 2026Q1: 21,012 shares; 2026Q2: 24,657 shares 24,657$3.61M0.06%+3,645Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,802 shares; 2024Q4: 11,194 shares; 2025Q1: 11,678 shares; 2025Q2: 12,424 shares; 2025Q3: 12,002 shares; 2025Q4: 13,090 shares; 2026Q1: 13,613 shares; 2026Q2: 10,661 shares 10,661$3.61M0.06%-2,952Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,114 shares; 2024Q4: 40,580 shares; 2025Q1: 29,355 shares; 2025Q2: 29,874 shares; 2025Q3: 35,883 shares; 2025Q4: 39,594 shares; 2026Q1: 40,073 shares; 2026Q2: 36,967 shares 36,967$3.56M0.06%-3,106Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,850 shares; 2024Q4: 46,098 shares; 2025Q1: 46,692 shares; 2025Q2: 82,545 shares; 2025Q3: 194,736 shares; 2025Q4: 88,159 shares; 2026Q1: 88,888 shares; 2026Q2: 92,604 shares 92,604$3.52M0.05%+3,716Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,689 shares; 2024Q4: 16,458 shares; 2025Q1: 33,088 shares; 2025Q2: 36,142 shares; 2025Q3: 34,989 shares; 2025Q4: 41,815 shares; 2026Q1: 41,847 shares; 2026Q2: 48,719 shares 48,719$3.51M0.05%+6,872Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,627 shares; 2024Q4: 31,813 shares; 2025Q1: 35,325 shares; 2025Q2: 38,152 shares; 2025Q3: 48,078 shares; 2025Q4: 44,564 shares; 2026Q1: 45,478 shares; 2026Q2: 45,390 shares 45,390$3.5M0.05%-88Timeline
OALCUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,569 shares; 2024Q4: 52,588 shares; 2025Q1: 69,633 shares; 2025Q2: 72,517 shares; 2025Q3: 71,967 shares; 2025Q4: 77,680 shares; 2026Q1: 83,994 shares; 2026Q2: 85,155 shares 85,155$3.49M0.05%+1,161Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,643 shares; 2024Q4: 10,546 shares; 2025Q1: 11,651 shares; 2025Q2: 12,342 shares; 2025Q3: 11,571 shares; 2025Q4: 11,730 shares; 2026Q1: 11,173 shares; 2026Q2: 12,872 shares 12,872$3.48M0.05%+1,699Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,012 shares; 2024Q4: 20,012 shares; 2025Q1: 20,012 shares; 2025Q2: 20,085 shares; 2025Q3: 20,137 shares; 2025Q4: 20,194 shares; 2026Q1: 20,234 shares; 2026Q2: 16,047 shares 16,047$3.47M0.05%-4,187Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,386 shares; 2024Q4: 36,935 shares; 2025Q1: 41,879 shares; 2025Q2: 40,729 shares; 2025Q3: 40,374 shares; 2025Q4: 40,772 shares; 2026Q1: 39,949 shares; 2026Q2: 41,719 shares 41,719$3.45M0.05%+1,770Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,994 shares; 2024Q4: 8,619 shares; 2025Q1: 8,035 shares; 2025Q2: 8,218 shares; 2025Q3: 8,493 shares; 2025Q4: 8,412 shares; 2026Q1: 8,480 shares; 2026Q2: 8,558 shares 8,558$3.44M0.05%+78Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,790 shares; 2024Q4: 36,694 shares; 2025Q1: 48,423 shares; 2025Q2: 51,487 shares; 2025Q3: 52,914 shares; 2025Q4: 55,273 shares; 2026Q1: 54,675 shares; 2026Q2: 55,505 shares 55,505$3.44M0.05%+830Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,667 shares; 2024Q4: 127,393 shares; 2025Q1: 129,240 shares; 2025Q2: 152,483 shares; 2025Q3: 113,563 shares; 2025Q4: 55,694 shares; 2026Q1: 111,688 shares; 2026Q2: 112,527 shares 112,527$3.43M0.05%+839Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,850 shares; 2024Q4: 14,581 shares; 2025Q1: 4,138 shares; 2025Q2: 2,687 shares; 2025Q3: 23,164 shares; 2025Q4: 14,324 shares; 2026Q1: 14,206 shares; 2026Q2: 14,105 shares 14,105$3.42M0.05%-101Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,920 shares; 2024Q4: 93,851 shares; 2025Q1: 100,531 shares; 2025Q2: 105,469 shares; 2025Q3: 105,740 shares; 2025Q4: 110,104 shares; 2026Q1: 117,087 shares; 2026Q2: 117,365 shares 117,365$3.4M0.05%+278Timeline
MINOPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,865 shares; 2026Q1: 31,969 shares; 2026Q2: 74,217 shares 74,217$3.4M0.05%+42,248Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,371 shares; 2024Q4: 135,794 shares; 2025Q1: 53,274 shares; 2025Q2: 52,149 shares; 2025Q3: 48,913 shares; 2025Q4: 49,014 shares; 2026Q1: 48,434 shares; 2026Q2: 48,513 shares 48,513$3.39M0.05%+79Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,582 shares; 2024Q4: 43,986 shares; 2025Q1: 53,855 shares; 2025Q2: 47,914 shares; 2025Q3: 42,138 shares; 2025Q4: 54,795 shares; 2026Q1: 56,790 shares; 2026Q2: 55,939 shares 55,939$3.34M0.05%-851Timeline
COROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,693 shares; 2026Q2: 91,206 shares 91,206$3.34M0.05%+9,513Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,673 shares; 2024Q4: 20,919 shares; 2025Q1: 13,955 shares; 2025Q2: 10,402 shares; 2025Q3: 9,924 shares; 2025Q4: 9,238 shares; 2026Q1: 5,287 shares; 2026Q2: 63,934 shares 63,934$3.33M0.05%+58,647Timeline
FSIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,869 shares; 2024Q4: 46,003 shares; 2025Q1: 36,746 shares; 2025Q2: 47,859 shares; 2025Q3: 64,665 shares; 2025Q4: 106,502 shares; 2026Q1: 136,561 shares; 2026Q2: 176,300 shares 176,300$3.32M0.05%+39,739Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,786 shares; 2024Q4: 17,242 shares; 2025Q1: 6,715 shares; 2025Q2: 6,204 shares; 2025Q3: 22,599 shares; 2025Q4: 27,576 shares; 2026Q1: 32,494 shares; 2026Q2: 49,983 shares 49,983$3.32M0.05%+17,489Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,938 shares; 2024Q4: 152,975 shares; 2025Q1: 166,646 shares; 2025Q2: 44,605 shares; 2025Q3: 41,386 shares; 2025Q4: 40,514 shares; 2026Q1: 37,885 shares; 2026Q2: 34,464 shares 34,464$3.32M0.05%-3,421Timeline
BALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,873 shares; 2024Q4: 83,682 shares; 2025Q1: 142,603 shares; 2025Q2: 110,055 shares; 2025Q3: 106,180 shares; 2025Q4: 111,985 shares; 2026Q1: 104,996 shares; 2026Q2: 96,848 shares 96,848$3.32M0.05%-8,148Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,347 shares; 2024Q4: 69,100 shares; 2025Q1: 54,244 shares; 2025Q2: 21,682 shares; 2025Q3: 18,902 shares; 2025Q4: 38,811 shares; 2026Q1: 20,675 shares; 2026Q2: 24,802 shares 24,802$3.3M0.05%+4,127Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,260 shares; 2025Q3: 69,786 shares; 2025Q4: 80,744 shares; 2026Q1: 87,710 shares; 2026Q2: 71,554 shares 71,554$3.3M0.05%-16,156Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,615 shares; 2025Q3: 5,247 shares; 2025Q4: 25,810 shares; 2026Q1: 31,627 shares; 2026Q2: 62,387 shares 62,387$3.28M0.05%+30,760Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,402 shares; 2024Q4: 91,742 shares; 2025Q1: 93,308 shares; 2025Q2: 84,607 shares; 2025Q3: 85,127 shares; 2025Q4: 85,492 shares; 2026Q1: 80,648 shares; 2026Q2: 81,428 shares 81,428$3.27M0.05%+780Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,114 shares; 2024Q4: 24,255 shares; 2025Q1: 23,852 shares; 2025Q2: 23,462 shares; 2025Q3: 23,752 shares; 2025Q4: 26,655 shares; 2026Q1: 28,542 shares; 2026Q2: 30,623 shares 30,623$3.26M0.05%+2,081Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,131 shares; 2025Q4: 74,727 shares; 2026Q1: 121,423 shares; 2026Q2: 146,406 shares 146,406$3.23M0.05%+24,983Timeline
IYRINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,326 shares; 2025Q3: 27,564 shares; 2025Q4: 46,357 shares; 2026Q1: 52,350 shares; 2026Q2: 65,399 shares 65,399$3.21M0.05%+13,049Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,117 shares; 2024Q4: 13,333 shares; 2025Q1: 12,946 shares; 2025Q2: 11,807 shares; 2025Q3: 10,923 shares; 2025Q4: 4,983 shares; 2026Q1: 6,905 shares; 2026Q2: 12,063 shares 12,063$3.19M0.05%+5,158Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868 shares; 2024Q4: 1,006 shares; 2025Q1: 4,740 shares; 2025Q2: 5,058 shares; 2025Q3: 2,873 shares; 2025Q4: 2,211 shares; 2026Q1: 2,120 shares; 2026Q2: 10,526 shares 10,526$3.18M0.05%+8,406Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170,150 shares; 2025Q2: 208,001 shares; 2025Q3: 200,013 shares; 2025Q4: 214,045 shares; 2026Q1: 233,923 shares; 2026Q2: 229,352 shares 229,352$3.17M0.05%-4,571Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,328 shares; 2024Q4: 12,024 shares; 2025Q1: 48,810 shares; 2025Q2: 52,401 shares; 2025Q3: 53,968 shares; 2025Q4: 37,988 shares; 2026Q1: 44,173 shares; 2026Q2: 66,135 shares 66,135$3.17M0.05%+21,962Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,358 shares; 2024Q4: 24,720 shares; 2025Q1: 23,419 shares; 2025Q2: 23,304 shares; 2025Q3: 21,007 shares; 2025Q4: 21,718 shares; 2026Q1: 46,900 shares; 2026Q2: 33,677 shares 33,677$3.16M0.05%-13,223Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,842 shares; 2025Q2: 45,372 shares; 2025Q3: 40,600 shares; 2025Q4: 41,736 shares; 2026Q1: 44,267 shares; 2026Q2: 54,526 shares 54,526$3.16M0.05%+10,259Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,490 shares; 2024Q4: 151,834 shares; 2025Q1: 164,104 shares; 2025Q2: 167,788 shares; 2025Q3: 169,676 shares; 2025Q4: 187,797 shares; 2026Q1: 189,624 shares; 2026Q2: 192,408 shares 192,408$3.15M0.05%+2,784Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,588 shares; 2024Q4: 95,748 shares; 2025Q1: not reported; 2025Q2: 6,098 shares; 2025Q3: not reported; 2025Q4: 37,529 shares; 2026Q1: 39,853 shares; 2026Q2: 25,214 shares 25,214$3.15M0.05%-14,639Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,989 shares; 2024Q4: 16,714 shares; 2025Q1: 14,657 shares; 2025Q2: 9,167 shares; 2025Q3: 7,888 shares; 2025Q4: 12,109 shares; 2026Q1: 11,583 shares; 2026Q2: 13,292 shares 13,292$3.15M0.05%+1,709Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 537,413 shares; 2025Q2: 527,283 shares; 2025Q3: 524,669 shares; 2025Q4: 525,747 shares; 2026Q1: 93,956 shares; 2026Q2: 89,823 shares 89,823$3.07M0.05%-4,133Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,807 shares; 2025Q3: 53,816 shares; 2025Q4: 57,690 shares; 2026Q1: 65,892 shares; 2026Q2: 56,884 shares 56,884$3M0.05%-9,008Timeline
OAIMUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,348 shares; 2024Q4: 34,508 shares; 2025Q1: 46,969 shares; 2025Q2: 53,777 shares; 2025Q3: 53,377 shares; 2025Q4: 56,947 shares; 2026Q1: 60,642 shares; 2026Q2: 62,356 shares 62,356$2.98M0.05%+1,714Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,586 shares; 2024Q4: 9,108 shares; 2025Q1: 13,853 shares; 2025Q2: 14,384 shares; 2025Q3: 18,815 shares; 2025Q4: 17,890 shares; 2026Q1: 11,193 shares; 2026Q2: 7,973 shares 7,973$2.98M0.05%-3,220Timeline
HLALLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,919 shares; 2024Q4: 140,675 shares; 2025Q1: 55,280 shares; 2025Q2: 25,786 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,121 shares; 2026Q2: 41,657 shares 41,657$2.97M0.05%+10,536Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,957 shares; 2024Q4: 26,069 shares; 2025Q1: 27,464 shares; 2025Q2: 30,625 shares; 2025Q3: 32,933 shares; 2025Q4: 33,673 shares; 2026Q1: 34,957 shares; 2026Q2: 36,097 shares 36,097$2.96M0.05%+1,140Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277 shares; 2024Q4: 315 shares; 2025Q1: 1,512 shares; 2025Q2: 1,562 shares; 2025Q3: 874 shares; 2025Q4: 1,050 shares; 2026Q1: 1,313 shares; 2026Q2: 1,736 shares 1,736$2.95M0.05%+423Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,604 shares; 2024Q4: 9,125 shares; 2025Q1: 30,086 shares; 2025Q2: 36,703 shares; 2025Q3: 43,584 shares; 2025Q4: 43,559 shares; 2026Q1: 28,693 shares; 2026Q2: 38,956 shares 38,956$2.94M0.05%+10,263Timeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,863 shares; 2025Q2: 92,039 shares; 2025Q3: 88,743 shares; 2025Q4: 88,754 shares; 2026Q1: 96,304 shares; 2026Q2: 97,792 shares 97,792$2.94M0.05%+1,488Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,339 shares; 2024Q4: 750,119 shares; 2025Q1: 798,274 shares; 2025Q2: 868,854 shares; 2025Q3: 704,778 shares; 2025Q4: 663,632 shares; 2026Q1: 137,336 shares; 2026Q2: 92,444 shares 92,444$2.93M0.05%-44,892Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 791 shares; 2025Q1: 3,238 shares; 2025Q2: 3,374 shares; 2025Q3: 3,344 shares; 2025Q4: 3,550 shares; 2026Q1: 5,170 shares; 2026Q2: 7,345 shares 7,345$2.92M0.05%+2,175Timeline
OACPUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,113 shares; 2024Q4: 82,699 shares; 2025Q1: 103,125 shares; 2025Q2: 105,106 shares; 2025Q3: 100,584 shares; 2025Q4: 101,643 shares; 2026Q1: 114,356 shares; 2026Q2: 127,746 shares 127,746$2.9M0.05%+13,390Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,677 shares; 2025Q2: 44,009 shares; 2025Q3: 8,465 shares; 2025Q4: 109,586 shares; 2026Q1: 46,116 shares; 2026Q2: 51,742 shares 51,742$2.9M0.05%+5,626Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,415 shares; 2024Q4: 28,772 shares; 2025Q1: 25,981 shares; 2025Q2: 22,257 shares; 2025Q3: 23,356 shares; 2025Q4: 23,096 shares; 2026Q1: 23,940 shares; 2026Q2: 24,716 shares 24,716$2.89M0.05%+776Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,563 shares; 2024Q4: 158,784 shares; 2025Q1: 165,661 shares; 2025Q2: 132,246 shares; 2025Q3: 138,581 shares; 2025Q4: 148,593 shares; 2026Q1: 138,290 shares; 2026Q2: 36,049 shares 36,049$2.88M0.05%-102,241Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,407 shares; 2024Q4: 22,553 shares; 2025Q1: 27,724 shares; 2025Q2: 34,486 shares; 2025Q3: 20,882 shares; 2025Q4: 29,263 shares; 2026Q1: 22,691 shares; 2026Q2: 15,535 shares 15,535$2.87M0.04%-7,156Timeline
IQDYFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,658 shares; 2025Q2: 47,272 shares; 2025Q3: 64,524 shares; 2025Q4: 66,368 shares; 2026Q1: 66,671 shares; 2026Q2: 67,168 shares 67,168$2.87M0.04%+497Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,345 shares; 2024Q4: 83,302 shares; 2025Q1: 55,146 shares; 2025Q2: 99,094 shares; 2025Q3: 92,020 shares; 2025Q4: 80,953 shares; 2026Q1: 78,626 shares; 2026Q2: 59,625 shares 59,625$2.81M0.04%-19,001Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,563 shares; 2025Q1: 2,702 shares; 2025Q2: 6,648 shares; 2025Q3: 2,706 shares; 2025Q4: 3,747 shares; 2026Q1: 3,525 shares; 2026Q2: 13,644 shares 13,644$2.8M0.04%+10,119Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,845 shares; 2024Q4: 30,997 shares; 2025Q1: 44,947 shares; 2025Q2: 33,882 shares; 2025Q3: 28,325 shares; 2025Q4: 43,685 shares; 2026Q1: 88,155 shares; 2026Q2: 52,667 shares 52,667$2.8M0.04%-35,488Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,287 shares; 2024Q4: 105,480 shares; 2025Q1: 74,262 shares; 2025Q2: 73,042 shares; 2025Q3: 20,356 shares; 2025Q4: 16,055 shares; 2026Q1: 30,035 shares; 2026Q2: 22,328 shares 22,328$2.78M0.04%-7,707Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,075 shares; 2025Q3: 43,958 shares; 2025Q4: 42,731 shares; 2026Q1: 45,524 shares; 2026Q2: 40,355 shares 40,355$2.73M0.04%-5,169Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,188 shares; 2024Q4: 9,095 shares; 2025Q1: 8,733 shares; 2025Q2: 8,804 shares; 2025Q3: 8,830 shares; 2025Q4: 9,152 shares; 2026Q1: 8,847 shares; 2026Q2: 9,513 shares 9,513$2.72M0.04%+666Timeline
CPRXCATALYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,989 shares 85,989$2.7M0.04%newTimeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,285 shares; 2024Q4: 12,337 shares; 2025Q1: 12,687 shares; 2025Q2: 14,097 shares; 2025Q3: 13,700 shares; 2025Q4: 21,083 shares; 2026Q1: 31,993 shares; 2026Q2: 40,717 shares 40,717$2.67M0.04%+8,724Timeline
FSMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,200 shares; 2024Q4: 33,088 shares; 2025Q1: 41,876 shares; 2025Q2: 45,395 shares; 2025Q3: 58,113 shares; 2025Q4: 109,956 shares; 2026Q1: 119,908 shares; 2026Q2: 133,263 shares 133,263$2.66M0.04%+13,355Timeline
SPUSTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,265 shares; 2024Q4: 94,674 shares; 2025Q1: 16,798 shares; 2025Q2: 15,483 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,779 shares; 2026Q2: 46,304 shares 46,304$2.66M0.04%+13,525Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,546 shares; 2024Q4: 58,600 shares; 2025Q1: 25,663 shares; 2025Q2: 10,087 shares; 2025Q3: 10,059 shares; 2025Q4: 9,573 shares; 2026Q1: 15,361 shares; 2026Q2: 19,351 shares 19,351$2.66M0.04%+3,990Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,490 shares; 2024Q4: 33,295 shares; 2025Q1: 63,569 shares; 2025Q2: 48,102 shares; 2025Q3: 47,715 shares; 2025Q4: 47,794 shares; 2026Q1: 25,838 shares; 2026Q2: 20,666 shares 20,666$2.66M0.04%-5,172Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,427 shares; 2024Q4: 7,536 shares; 2025Q1: 7,437 shares; 2025Q2: 7,696 shares; 2025Q3: 7,729 shares; 2025Q4: 9,184 shares; 2026Q1: 9,313 shares; 2026Q2: 9,051 shares 9,051$2.65M0.04%-262Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,873 shares; 2025Q2: 28,814 shares; 2025Q3: 17,417 shares; 2025Q4: 53,509 shares; 2026Q1: 100,373 shares; 2026Q2: 76,099 shares 76,099$2.65M0.04%-24,274Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,395 shares; 2025Q1: 7,257 shares; 2025Q2: 6,151 shares; 2025Q3: 6,144 shares; 2025Q4: 9,976 shares; 2026Q1: 10,355 shares; 2026Q2: 7,713 shares 7,713$2.64M0.04%-2,642Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,509 shares; 2025Q4: 8,662 shares; 2026Q1: 11,334 shares; 2026Q2: 82,654 shares 82,654$2.64M0.04%+71,320Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,270 shares; 2025Q2: 3,122 shares; 2025Q3: 80,942 shares; 2025Q4: 39,120 shares; 2026Q1: 33,425 shares; 2026Q2: 31,998 shares 31,998$2.64M0.04%-1,427Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,164 shares; 2024Q4: 98,734 shares; 2025Q1: 105,339 shares; 2025Q2: 111,352 shares; 2025Q3: 113,719 shares; 2025Q4: 124,741 shares; 2026Q1: 122,268 shares; 2026Q2: 121,883 shares 121,883$2.64M0.04%-385Timeline
QGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,098 shares; 2024Q4: 32,002 shares; 2025Q1: 32,302 shares; 2025Q2: 35,218 shares; 2025Q3: 33,872 shares; 2025Q4: 37,394 shares; 2026Q1: 37,566 shares; 2026Q2: 39,791 shares 39,791$2.63M0.04%+2,225Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,302 shares; 2024Q4: 61,850 shares; 2025Q1: 7,343 shares; 2025Q2: 6,285 shares; 2025Q3: 9,984 shares; 2025Q4: 34,599 shares; 2026Q1: 42,740 shares; 2026Q2: 54,039 shares 54,039$2.62M0.04%+11,299Timeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,905 shares; 2025Q2: 36,861 shares; 2025Q3: 50,171 shares; 2025Q4: 52,007 shares; 2026Q1: 61,751 shares; 2026Q2: 125,602 shares 125,602$2.62M0.04%+63,851Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,679 shares; 2024Q4: 3,671 shares; 2025Q1: 3,701 shares; 2025Q2: 3,616 shares; 2025Q3: 3,598 shares; 2025Q4: 3,771 shares; 2026Q1: 4,072 shares; 2026Q2: 4,114 shares 4,114$2.61M0.04%+42Timeline
FLSPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94,206 shares 94,206$2.61M0.04%newTimeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,668 shares; 2024Q4: 158,213 shares; 2025Q1: 167,122 shares; 2025Q2: 46,156 shares; 2025Q3: 42,754 shares; 2025Q4: 50,909 shares; 2026Q1: 48,627 shares; 2026Q2: 48,086 shares 48,086$2.55M0.04%-541Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,647 shares; 2024Q4: 179,988 shares; 2025Q1: 194,107 shares; 2025Q2: 64,302 shares; 2025Q3: 58,648 shares; 2025Q4: 56,226 shares; 2026Q1: 47,705 shares; 2026Q2: 56,871 shares 56,871$2.54M0.04%+9,166Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; 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: 53,884 shares; 2026Q2: 50,599 shares 50,599$2.54M0.04%-3,285Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,659 shares; 2024Q4: 25,720 shares; 2025Q1: 27,467 shares; 2025Q2: 30,045 shares; 2025Q3: 7,692 shares; 2025Q4: 8,701 shares; 2026Q1: 16,478 shares; 2026Q2: 26,457 shares 26,457$2.53M0.04%+9,979Timeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,167 shares; 2026Q1: 38,274 shares; 2026Q2: 45,092 shares 45,092$2.52M0.04%+6,818Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,954 shares; 2024Q4: 3,893 shares; 2025Q1: 4,518 shares; 2025Q2: 4,420 shares; 2025Q3: 4,688 shares; 2025Q4: 4,814 shares; 2026Q1: 5,778 shares; 2026Q2: 6,006 shares 6,006$2.5M0.04%+228Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,697 shares; 2024Q4: 2,151 shares; 2025Q1: not reported; 2025Q2: 2,671 shares; 2025Q3: 27,199 shares; 2025Q4: 29,579 shares; 2026Q1: 42,702 shares; 2026Q2: 14,465 shares 14,465$2.46M0.04%-28,237Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,609 shares; 2024Q4: 8,155 shares; 2025Q1: 8,595 shares; 2025Q2: 8,825 shares; 2025Q3: 8,051 shares; 2025Q4: 10,843 shares; 2026Q1: 8,044 shares; 2026Q2: 7,333 shares 7,333$2.45M0.04%-711Timeline
AGFIRST MAJESTIC SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,800 shares; 2025Q2: 89,201 shares; 2025Q3: 98,201 shares; 2025Q4: 121,026 shares; 2026Q1: 147,127 shares; 2026Q2: 144,590 shares 144,590$2.45M0.04%-2,537Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,685 shares; 2024Q4: 50,195 shares; 2025Q1: 50,653 shares; 2025Q2: 50,489 shares; 2025Q3: 49,837 shares; 2025Q4: 48,761 shares; 2026Q1: 48,079 shares; 2026Q2: 49,073 shares 49,073$2.43M0.04%+994Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,230 shares; 2024Q4: 17,171 shares; 2025Q1: 18,004 shares; 2025Q2: 18,267 shares; 2025Q3: 19,471 shares; 2025Q4: 20,072 shares; 2026Q1: 11,334 shares; 2026Q2: 7,119 shares 7,119$2.43M0.04%-4,215Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,392 shares; 2024Q4: 9,868 shares; 2025Q1: 51,775 shares; 2025Q2: 51,339 shares; 2025Q3: 17,399 shares; 2025Q4: 19,603 shares; 2026Q1: 17,339 shares; 2026Q2: 17,299 shares 17,299$2.42M0.04%-40Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,243 shares; 2024Q4: 23,061 shares; 2025Q1: 26,825 shares; 2025Q2: 24,035 shares; 2025Q3: 27,667 shares; 2025Q4: 30,523 shares; 2026Q1: 34,450 shares; 2026Q2: 27,798 shares 27,798$2.42M0.04%-6,652Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,548 shares; 2024Q4: 4,097 shares; 2025Q1: 4,716 shares; 2025Q2: 3,666 shares; 2025Q3: 3,737 shares; 2025Q4: 3,979 shares; 2026Q1: 4,059 shares; 2026Q2: 2,375 shares 2,375$2.4M0.04%-1,684Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,051 shares; 2024Q4: 90,323 shares; 2025Q1: 84,733 shares; 2025Q2: 85,014 shares; 2025Q3: 86,444 shares; 2025Q4: 96,542 shares; 2026Q1: 116,039 shares; 2026Q2: 114,698 shares 114,698$2.37M0.04%-1,341Timeline
CGNGCAPITAL GROUP NEW GEOGRAPHYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,684 shares; 2025Q3: 17,182 shares; 2025Q4: 18,134 shares; 2026Q1: 18,970 shares; 2026Q2: 63,039 shares 63,039$2.36M0.04%+44,069Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,139 shares; 2024Q4: 8,414 shares; 2025Q1: 8,629 shares; 2025Q2: 8,853 shares; 2025Q3: 8,498 shares; 2025Q4: 8,033 shares; 2026Q1: 7,816 shares; 2026Q2: 9,226 shares 9,226$2.36M0.04%+1,410Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,188 shares; 2025Q2: 104,188 shares; 2025Q3: 102,400 shares; 2025Q4: 101,862 shares; 2026Q1: 100,200 shares; 2026Q2: 95,263 shares 95,263$2.35M0.04%-4,937Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 763 shares; 2025Q1: 754 shares; 2025Q2: 876 shares; 2025Q3: 904 shares; 2025Q4: 956 shares; 2026Q1: 4,183 shares; 2026Q2: 4,731 shares 4,731$2.32M0.04%+548Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,776 shares; 2024Q4: 41,095 shares; 2025Q1: 105,161 shares; 2025Q2: 97,281 shares; 2025Q3: 136,664 shares; 2025Q4: 141,492 shares; 2026Q1: 142,359 shares; 2026Q2: 144,012 shares 144,012$2.3M0.04%+1,653Timeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,474 shares; 2025Q4: 42,175 shares; 2026Q1: 69,137 shares; 2026Q2: 99,073 shares 99,073$2.29M0.04%+29,936Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,759 shares; 2024Q4: 4,300 shares; 2025Q1: 4,331 shares; 2025Q2: 7,784 shares; 2025Q3: 19,501 shares; 2025Q4: 18,455 shares; 2026Q1: 18,508 shares; 2026Q2: 17,510 shares 17,510$2.29M0.04%-998Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,618 shares; 2026Q1: 6,870 shares; 2026Q2: 14,578 shares 14,578$2.26M0.04%+7,708Timeline
ILDRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,638 shares; 2026Q2: 57,415 shares 57,415$2.25M0.04%+32,777Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,021 shares; 2024Q4: 40,508 shares; 2025Q1: 15,755 shares; 2025Q2: 12,891 shares; 2025Q3: 12,405 shares; 2025Q4: 13,206 shares; 2026Q1: 26,132 shares; 2026Q2: 27,116 shares 27,116$2.25M0.04%+984Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,413 shares; 2024Q4: 12,167 shares; 2025Q1: 11,884 shares; 2025Q2: 10,411 shares; 2025Q3: 10,023 shares; 2025Q4: 11,479 shares; 2026Q1: 15,118 shares; 2026Q2: 23,277 shares 23,277$2.24M0.04%+8,159Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,485 shares; 2024Q4: 4,635 shares; 2025Q1: 5,263 shares; 2025Q2: 28,556 shares; 2025Q3: 6,613 shares; 2025Q4: 6,199 shares; 2026Q1: 5,741 shares; 2026Q2: 5,387 shares 5,387$2.24M0.04%-354Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,731 shares; 2024Q4: 12,889 shares; 2025Q1: 9,042 shares; 2025Q2: 31,416 shares; 2025Q3: 18,688 shares; 2025Q4: 35,257 shares; 2026Q1: 16,025 shares; 2026Q2: 20,739 shares 20,739$2.23M0.03%+4,714Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,559 shares; 2024Q4: 6,630 shares; 2025Q1: 11,148 shares; 2025Q2: 8,427 shares; 2025Q3: 7,773 shares; 2025Q4: 7,979 shares; 2026Q1: 8,041 shares; 2026Q2: 8,154 shares 8,154$2.22M0.03%+113Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,381 shares; 2024Q4: 10,036 shares; 2025Q1: 10,275 shares; 2025Q2: 7,578 shares; 2025Q3: 8,411 shares; 2025Q4: 8,323 shares; 2026Q1: 10,486 shares; 2026Q2: 10,385 shares 10,385$2.21M0.03%-101Timeline
HYBINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,417 shares; 2026Q1: 35,365 shares; 2026Q2: 44,682 shares 44,682$2.2M0.03%+9,317Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,178 shares; 2024Q4: 180,860 shares; 2025Q1: 69,331 shares; 2025Q2: 55,273 shares; 2025Q3: 45,238 shares; 2025Q4: 55,429 shares; 2026Q1: 54,130 shares; 2026Q2: 43,662 shares 43,662$2.2M0.03%-10,468Timeline
AFLGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,938 shares; 2025Q2: 15,222 shares; 2025Q3: 42,137 shares; 2025Q4: 41,653 shares; 2026Q1: 55,735 shares; 2026Q2: 50,550 shares 50,550$2.19M0.03%-5,185Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,178 shares; 2024Q4: 24,229 shares; 2025Q1: 14,597 shares; 2025Q2: 6,426 shares; 2025Q3: 6,242 shares; 2025Q4: 6,736 shares; 2026Q1: 13,159 shares; 2026Q2: 9,579 shares 9,579$2.17M0.03%-3,580Timeline
FMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,743 shares; 2024Q4: 176,020 shares; 2025Q1: 20,788 shares; 2025Q2: 16,524 shares; 2025Q3: 20,007 shares; 2025Q4: 25,623 shares; 2026Q1: 31,797 shares; 2026Q2: 41,784 shares 41,784$2.15M0.03%+9,987Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,114 shares; 2024Q4: 42,621 shares; 2025Q1: 44,416 shares; 2025Q2: 48,129 shares; 2025Q3: 26,275 shares; 2025Q4: 19,887 shares; 2026Q1: 19,757 shares; 2026Q2: 7,203 shares 7,203$2.15M0.03%-12,554Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,670 shares; 2024Q4: 17,798 shares; 2025Q1: 16,443 shares; 2025Q2: 18,104 shares; 2025Q3: 29,724 shares; 2025Q4: 33,900 shares; 2026Q1: 46,326 shares; 2026Q2: 79,217 shares 79,217$2.14M0.03%+32,891Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,731 shares; 2024Q4: 14,178 shares; 2025Q1: 18,183 shares; 2025Q2: 19,848 shares; 2025Q3: 18,761 shares; 2025Q4: 18,531 shares; 2026Q1: 16,998 shares; 2026Q2: 16,910 shares 16,910$2.14M0.03%-88Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,508 shares; 2024Q4: 8,294 shares; 2025Q1: 8,856 shares; 2025Q2: 32,299 shares; 2025Q3: 46,358 shares; 2025Q4: 49,733 shares; 2026Q1: 51,414 shares; 2026Q2: 50,384 shares 50,384$2.13M0.03%-1,030Timeline
DTCRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,647 shares; 2025Q3: 55,331 shares; 2025Q4: 67,674 shares; 2026Q1: 69,006 shares; 2026Q2: 70,120 shares 70,120$2.13M0.03%+1,114Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,248 shares; 2025Q2: 208,523 shares; 2025Q3: 251,904 shares; 2025Q4: 276,293 shares; 2026Q1: 287,416 shares; 2026Q2: 80,292 shares 80,292$2.1M0.03%-207,124Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,531 shares; 2024Q4: 15,821 shares; 2025Q1: 19,935 shares; 2025Q2: 9,903 shares; 2025Q3: 19,280 shares; 2025Q4: 53,128 shares; 2026Q1: 83,952 shares; 2026Q2: 115,773 shares 115,773$2.09M0.03%+31,821Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,118 shares; 2025Q2: 26,573 shares; 2025Q3: 19,048 shares; 2025Q4: 18,036 shares; 2026Q1: 19,144 shares; 2026Q2: 13,581 shares 13,581$2.09M0.03%-5,563Timeline
PSFFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,573 shares; 2025Q4: 8,891 shares; 2026Q1: 71,199 shares; 2026Q2: 60,139 shares 60,139$2.06M0.03%-11,060Timeline
MTGPWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,257 shares; 2024Q4: 44,241 shares; 2025Q1: 42,037 shares; 2025Q2: 42,965 shares; 2025Q3: 43,359 shares; 2025Q4: 44,134 shares; 2026Q1: 45,397 shares; 2026Q2: 46,473 shares 46,473$2.05M0.03%+1,076Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,164 shares; 2025Q2: 113,982 shares; 2025Q3: 84,524 shares; 2025Q4: 89,896 shares; 2026Q1: 95,991 shares; 2026Q2: 31,881 shares 31,881$2.05M0.03%-64,110Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,824 shares; 2025Q2: 17,646 shares; 2025Q3: 11,985 shares; 2025Q4: 20,861 shares; 2026Q1: 23,559 shares; 2026Q2: 21,538 shares 21,538$2.04M0.03%-2,021Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,191 shares; 2024Q4: 16,707 shares; 2025Q1: 27,915 shares; 2025Q2: 26,762 shares; 2025Q3: 24,385 shares; 2025Q4: 33,797 shares; 2026Q1: 35,208 shares; 2026Q2: 35,462 shares 35,462$2.04M0.03%+254Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,107 shares; 2024Q4: 6,919 shares; 2025Q1: 7,666 shares; 2025Q2: 7,471 shares; 2025Q3: 8,070 shares; 2025Q4: 8,759 shares; 2026Q1: 8,886 shares; 2026Q2: 9,072 shares 9,072$2.03M0.03%+186Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,002 shares; 2024Q4: 18,164 shares; 2025Q1: 16,117 shares; 2025Q2: 35,408 shares; 2025Q3: 29,518 shares; 2025Q4: 32,289 shares; 2026Q1: 32,889 shares; 2026Q2: 35,373 shares 35,373$2.02M0.03%+2,484Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,981 shares; 2024Q4: 4,910 shares; 2025Q1: 4,646 shares; 2025Q2: 4,893 shares; 2025Q3: 3,343 shares; 2025Q4: 16,025 shares; 2026Q1: 5,449 shares; 2026Q2: 20,284 shares 20,284$2.01M0.03%+14,835Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,329 shares; 2024Q4: 7,804 shares; 2025Q1: 35,444 shares; 2025Q2: 41,710 shares; 2025Q3: 44,583 shares; 2025Q4: 42,332 shares; 2026Q1: 37,607 shares; 2026Q2: 38,755 shares 38,755$2.01M0.03%+1,148Timeline
POCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,981 shares; 2024Q4: 44,987 shares; 2025Q1: 59,325 shares; 2025Q2: 46,902 shares; 2025Q3: 47,002 shares; 2025Q4: 44,751 shares; 2026Q1: 44,525 shares; 2026Q2: 42,869 shares 42,869$1.99M0.03%-1,656Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,673 shares; 2024Q4: 15,506 shares; 2025Q1: 16,052 shares; 2025Q2: 12,078 shares; 2025Q3: 14,611 shares; 2025Q4: 12,127 shares; 2026Q1: 12,949 shares; 2026Q2: 13,827 shares 13,827$1.98M0.03%+878Timeline
SECUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,704 shares; 2026Q2: 39,677 shares 39,677$1.98M0.03%+973Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,267 shares; 2025Q1: 1,329 shares; 2025Q2: 1,509 shares; 2025Q3: 1,818 shares; 2025Q4: 1,807 shares; 2026Q1: 2,512 shares; 2026Q2: 3,010 shares 3,010$1.97M0.03%+498Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,818 shares 8,818$1.97M0.03%newTimeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,843 shares 8,843$1.96M0.03%newTimeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,833 shares; 2024Q4: 14,548 shares; 2025Q1: 15,787 shares; 2025Q2: 35,575 shares; 2025Q3: 45,989 shares; 2025Q4: 46,384 shares; 2026Q1: 49,114 shares; 2026Q2: 43,889 shares 43,889$1.95M0.03%-5,225Timeline
CARYANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,406 shares; 2024Q4: 55,137 shares; 2025Q1: 65,674 shares; 2025Q2: 96,567 shares; 2025Q3: 104,632 shares; 2025Q4: 122,885 shares; 2026Q1: 110,327 shares; 2026Q2: 93,573 shares 93,573$1.94M0.03%-16,754Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,926 shares; 2024Q4: 4,614 shares; 2025Q1: 5,076 shares; 2025Q2: 4,057 shares; 2025Q3: 4,524 shares; 2025Q4: 4,241 shares; 2026Q1: 3,917 shares; 2026Q2: 3,802 shares 3,802$1.94M0.03%-115Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,115 shares; 2024Q4: 3,779 shares; 2025Q1: 5,589 shares; 2025Q2: 3,037 shares; 2025Q3: 2,729 shares; 2025Q4: 3,459 shares; 2026Q1: 4,282 shares; 2026Q2: 4,492 shares 4,492$1.91M0.03%+210Timeline
BLCRBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,386 shares; 2026Q2: 37,873 shares 37,873$1.91M0.03%+487Timeline
SPRETIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,950 shares; 2024Q4: 58,551 shares; 2025Q1: 24,858 shares; 2025Q2: 42,212 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,647 shares; 2026Q2: 90,165 shares 90,165$1.91M0.03%+29,518Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,244 shares; 2024Q4: 15,437 shares; 2025Q1: 16,335 shares; 2025Q2: 15,048 shares; 2025Q3: 14,151 shares; 2025Q4: 14,438 shares; 2026Q1: 17,007 shares; 2026Q2: 14,029 shares 14,029$1.9M0.03%-2,978Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,051 shares; 2024Q4: 8,644 shares; 2025Q1: 31,084 shares; 2025Q2: 42,351 shares; 2025Q3: 43,754 shares; 2025Q4: 41,927 shares; 2026Q1: 44,564 shares; 2026Q2: 49,628 shares 49,628$1.89M0.03%+5,064Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,502 shares; 2024Q4: 2,712 shares; 2025Q1: 2,598 shares; 2025Q2: 2,738 shares; 2025Q3: 2,854 shares; 2025Q4: 4,927 shares; 2026Q1: 8,082 shares; 2026Q2: 8,659 shares 8,659$1.87M0.03%+577Timeline
IALTBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66,327 shares 66,327$1.86M0.03%newTimeline
CGDGCAPITAL GROUP DIVIDEND GROWEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,896 shares; 2024Q4: 12,389 shares; 2025Q1: 13,673 shares; 2025Q2: 32,251 shares; 2025Q3: 44,815 shares; 2025Q4: 142,426 shares; 2026Q1: 47,879 shares; 2026Q2: 49,316 shares 49,316$1.85M0.03%+1,437Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,313 shares; 2026Q1: 22,067 shares; 2026Q2: 36,522 shares 36,522$1.84M0.03%+14,455Timeline
ECATBLACKROCK ESG CAP ALLC TERMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,815 shares; 2026Q1: 105,805 shares; 2026Q2: 117,195 shares 117,195$1.84M0.03%+11,390Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,424 shares; 2024Q4: 22,832 shares; 2025Q1: 27,500 shares; 2025Q2: 27,562 shares; 2025Q3: 26,530 shares; 2025Q4: 26,643 shares; 2026Q1: 23,997 shares; 2026Q2: 22,932 shares 22,932$1.84M0.03%-1,065Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,683 shares; 2024Q4: 177,257 shares; 2025Q1: 195,796 shares; 2025Q2: 50,071 shares; 2025Q3: 49,105 shares; 2025Q4: 43,488 shares; 2026Q1: 39,990 shares; 2026Q2: 41,707 shares 41,707$1.84M0.03%+1,717Timeline
GGOVBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,468 shares 36,468$1.83M0.03%newTimeline
CGGECAPITAL GROUP GLOBAL EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,927 shares; 2025Q3: 44,898 shares; 2025Q4: 44,359 shares; 2026Q1: 47,553 shares; 2026Q2: 51,850 shares 51,850$1.83M0.03%+4,297Timeline
FLGVFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,893 shares 89,893$1.82M0.03%newTimeline
PHKPIMCO HIGH INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 390,856 shares 390,856$1.82M0.03%newTimeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,168 shares; 2024Q4: 137,525 shares; 2025Q1: 55,791 shares; 2025Q2: 71,629 shares; 2025Q3: 57,406 shares; 2025Q4: 48,353 shares; 2026Q1: 25,141 shares; 2026Q2: 23,723 shares 23,723$1.82M0.03%-1,418Timeline
IDEFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,861 shares; 2026Q2: 56,351 shares 56,351$1.79M0.03%+4,490Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,763 shares 30,763$1.79M0.03%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,667 shares; 2025Q2: 11,474 shares; 2025Q3: 13,927 shares; 2025Q4: 15,815 shares; 2026Q1: 19,171 shares; 2026Q2: 21,931 shares 21,931$1.79M0.03%+2,760Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,934 shares 12,934$1.78M0.03%newTimeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,895 shares; 2025Q4: 22,751 shares; 2026Q1: 21,337 shares; 2026Q2: 27,501 shares 27,501$1.78M0.03%+6,164Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,616 shares; 2025Q3: 12,716 shares; 2025Q4: 12,806 shares; 2026Q1: 25,678 shares; 2026Q2: 45,144 shares 45,144$1.77M0.03%+19,466Timeline
CSIOCOHEN & STEERS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,059 shares 62,059$1.77M0.03%newTimeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,341 shares; 2024Q4: 22,093 shares; 2025Q1: 7,818 shares; 2025Q2: 6,501 shares; 2025Q3: 7,179 shares; 2025Q4: 6,876 shares; 2026Q1: 6,871 shares; 2026Q2: 6,926 shares 6,926$1.77M0.03%+55Timeline
HUSVFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; 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: 43,941 shares; 2026Q2: 45,040 shares 45,040$1.77M0.03%+1,099Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,196 shares; 2024Q4: 2,850 shares; 2025Q1: 2,832 shares; 2025Q2: 2,858 shares; 2025Q3: 2,807 shares; 2025Q4: 2,667 shares; 2026Q1: 2,463 shares; 2026Q2: 2,477 shares 2,477$1.77M0.03%+14Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,232 shares; 2024Q4: 2,998 shares; 2025Q1: 8,324 shares; 2025Q2: 9,053 shares; 2025Q3: 9,350 shares; 2025Q4: 9,546 shares; 2026Q1: 10,129 shares; 2026Q2: 10,908 shares 10,908$1.77M0.03%+779Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,052 shares; 2024Q4: 10,524 shares; 2025Q1: 12,331 shares; 2025Q2: 12,207 shares; 2025Q3: 11,637 shares; 2025Q4: 14,770 shares; 2026Q1: 15,922 shares; 2026Q2: 17,261 shares 17,261$1.76M0.03%+1,339Timeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,712 shares; 2026Q2: 18,788 shares 18,788$1.76M0.03%+9,076Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,644 shares; 2024Q4: 55,036 shares; 2025Q1: 44,166 shares; 2025Q2: 12,309 shares; 2025Q3: 15,337 shares; 2025Q4: 14,992 shares; 2026Q1: 16,476 shares; 2026Q2: 16,905 shares 16,905$1.76M0.03%+429Timeline
JFRNUVEEN FLOATING RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,375 shares; 2024Q4: 381,000 shares; 2025Q1: 383,941 shares; 2025Q2: 384,971 shares; 2025Q3: 241,541 shares; 2025Q4: 146,934 shares; 2026Q1: 239,830 shares; 2026Q2: 227,248 shares 227,248$1.74M0.03%-12,582Timeline
SLVPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,411 shares 56,411$1.74M0.03%newTimeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977 shares; 2024Q4: 1,051 shares; 2025Q1: 5,036 shares; 2025Q2: 5,216 shares; 2025Q3: 2,790 shares; 2025Q4: 2,374 shares; 2026Q1: 1,436 shares; 2026Q2: 1,242 shares 1,242$1.72M0.03%-194Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,248 shares; 2025Q3: 1,221 shares; 2025Q4: 1,217 shares; 2026Q1: 1,421 shares; 2026Q2: 1,784 shares 1,784$1.72M0.03%+363Timeline
AIOOAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,783 shares; 2026Q1: 70,566 shares; 2026Q2: 64,971 shares 64,971$1.71M0.03%-5,595Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,479 shares; 2025Q2: 37,721 shares; 2025Q3: 35,134 shares; 2025Q4: 35,234 shares; 2026Q1: 34,780 shares; 2026Q2: 35,808 shares 35,808$1.71M0.03%+1,028Timeline
JULWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,429 shares; 2024Q4: 12,429 shares; 2025Q1: 12,264 shares; 2025Q2: 12,264 shares; 2025Q3: 12,264 shares; 2025Q4: 79,665 shares; 2026Q1: 70,976 shares; 2026Q2: 41,515 shares 41,515$1.69M0.03%-29,461Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,638 shares; 2024Q4: 232,529 shares; 2025Q1: 292,263 shares; 2025Q2: 287,928 shares; 2025Q3: 288,260 shares; 2025Q4: 286,291 shares; 2026Q1: 42,362 shares; 2026Q2: 38,993 shares 38,993$1.67M0.03%-3,369Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737 shares; 2024Q4: 2,085 shares; 2025Q1: 1,836 shares; 2025Q2: 1,767 shares; 2025Q3: 2,591 shares; 2025Q4: 2,697 shares; 2026Q1: 2,205 shares; 2026Q2: 1,472 shares 1,472$1.67M0.03%-733Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,474 shares; 2025Q4: 8,068 shares; 2026Q1: 7,927 shares; 2026Q2: 6,769 shares 6,769$1.67M0.03%-1,158Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,761 shares; 2025Q2: 18,595 shares; 2025Q3: 21,298 shares; 2025Q4: 26,434 shares; 2026Q1: 29,781 shares; 2026Q2: 34,583 shares 34,583$1.66M0.03%+4,802Timeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,871 shares; 2026Q2: 11,459 shares 11,459$1.65M0.03%-19,412Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397 shares; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 671 shares; 2025Q3: 666 shares; 2025Q4: 928 shares; 2026Q1: 673 shares; 2026Q2: 3,224 shares 3,224$1.64M0.03%+2,551Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,329 shares; 2024Q4: 13,910 shares; 2025Q1: 13,374 shares; 2025Q2: 12,760 shares; 2025Q3: 12,922 shares; 2025Q4: 13,205 shares; 2026Q1: 12,836 shares; 2026Q2: 12,955 shares 12,955$1.64M0.03%+119Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,465 shares; 2024Q4: 10,492 shares; 2025Q1: 11,913 shares; 2025Q2: 10,981 shares; 2025Q3: 7,759 shares; 2025Q4: 7,526 shares; 2026Q1: 17,760 shares; 2026Q2: 14,223 shares 14,223$1.63M0.03%-3,537Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,830 shares; 2024Q4: 9,789 shares; 2025Q1: 9,929 shares; 2025Q2: 9,532 shares; 2025Q3: 9,231 shares; 2025Q4: 7,265 shares; 2026Q1: 6,827 shares; 2026Q2: 7,384 shares 7,384$1.63M0.03%+557Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,002 shares; 2024Q4: 2,268 shares; 2025Q1: 6,449 shares; 2025Q2: 9,098 shares; 2025Q3: 6,355 shares; 2025Q4: 6,814 shares; 2026Q1: 6,672 shares; 2026Q2: 7,787 shares 7,787$1.63M0.03%+1,115Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,828 shares; 2026Q1: 29,106 shares; 2026Q2: 16,835 shares 16,835$1.62M0.03%-12,271Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,633 shares 67,633$1.62M0.03%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,653 shares; 2024Q4: 3,502 shares; 2025Q1: 4,735 shares; 2025Q2: 2,762 shares; 2025Q3: 2,122 shares; 2025Q4: 1,788 shares; 2026Q1: 2,381 shares; 2026Q2: 3,231 shares 3,231$1.62M0.03%+850Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,753 shares; 2026Q2: 91,308 shares 91,308$1.62M0.03%+555Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,481 shares; 2024Q4: 5,523 shares; 2025Q1: 5,542 shares; 2025Q2: 8,196 shares; 2025Q3: 7,454 shares; 2025Q4: 16,899 shares; 2026Q1: 6,938 shares; 2026Q2: 7,978 shares 7,978$1.6M0.03%+1,040Timeline
FDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,524 shares; 2025Q2: 17,228 shares; 2025Q3: 20,168 shares; 2025Q4: 23,074 shares; 2026Q1: 26,629 shares; 2026Q2: 29,376 shares 29,376$1.6M0.03%+2,747Timeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,528 shares; 2024Q4: 30,775 shares; 2025Q1: 42,191 shares; 2025Q2: 36,341 shares; 2025Q3: 34,121 shares; 2025Q4: 34,004 shares; 2026Q1: 33,947 shares; 2026Q2: 32,261 shares 32,261$1.6M0.02%-1,686Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311 shares; 2024Q4: 2,313 shares; 2025Q1: 2,903 shares; 2025Q2: 3,674 shares; 2025Q3: 4,239 shares; 2025Q4: 9,755 shares; 2026Q1: 8,762 shares; 2026Q2: 10,096 shares 10,096$1.58M0.02%+1,334Timeline
BMEZBLACKROCK HEALTH SCIENCES TEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,141 shares; 2025Q3: not reported; 2025Q4: 783 shares; 2026Q1: 25,200 shares; 2026Q2: 8,068 shares 8,068$1.57M0.02%-17,132Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,704 shares; 2025Q3: 42,535 shares; 2025Q4: 42,540 shares; 2026Q1: 45,752 shares; 2026Q2: 36,324 shares 36,324$1.57M0.02%-9,428Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,745 shares; 2025Q4: 346 shares; 2026Q1: not reported; 2026Q2: 3,018 shares 3,018$1.55M0.02%newTimeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,290 shares; 2024Q4: 12,711 shares; 2025Q1: 22,208 shares; 2025Q2: 25,164 shares; 2025Q3: 26,909 shares; 2025Q4: 27,891 shares; 2026Q1: 30,332 shares; 2026Q2: 34,293 shares 34,293$1.55M0.02%+3,961Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,906 shares 38,906$1.55M0.02%newTimeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,527 shares 18,527$1.54M0.02%newTimeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,340 shares; 2025Q4: 24,182 shares; 2026Q1: 25,683 shares; 2026Q2: 25,145 shares 25,145$1.54M0.02%-538Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,613 shares 19,613$1.54M0.02%newTimeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,823 shares; 2024Q4: 16,698 shares; 2025Q1: 16,924 shares; 2025Q2: 19,376 shares; 2025Q3: 18,600 shares; 2025Q4: 18,465 shares; 2026Q1: 13,907 shares; 2026Q2: 14,984 shares 14,984$1.53M0.02%+1,077Timeline
KWINKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,370 shares; 2026Q2: 59,572 shares 59,572$1.52M0.02%+13,202Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,934 shares; 2024Q4: 14,777 shares; 2025Q1: 16,904 shares; 2025Q2: 17,195 shares; 2025Q3: 15,265 shares; 2025Q4: 14,526 shares; 2026Q1: 11,588 shares; 2026Q2: 11,978 shares 11,978$1.52M0.02%+390Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,662 shares; 2026Q1: 84,767 shares; 2026Q2: 98,162 shares 98,162$1.51M0.02%+13,395Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669 shares; 2024Q4: 726 shares; 2025Q1: 419 shares; 2025Q2: 180 shares; 2025Q3: 481 shares; 2025Q4: 527 shares; 2026Q1: 388 shares; 2026Q2: 8,492 shares 8,492$1.51M0.02%+8,104Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,936 shares; 2024Q4: 37,077 shares; 2025Q1: 37,122 shares; 2025Q2: 36,241 shares; 2025Q3: 35,583 shares; 2025Q4: 35,257 shares; 2026Q1: 34,551 shares; 2026Q2: 34,587 shares 34,587$1.51M0.02%+36Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,599 shares; 2025Q3: 3,870 shares; 2025Q4: 4,282 shares; 2026Q1: 2,218 shares; 2026Q2: 6,835 shares 6,835$1.51M0.02%+4,617Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,461 shares; 2024Q4: 25,840 shares; 2025Q1: 7,183 shares; 2025Q2: 7,730 shares; 2025Q3: 7,248 shares; 2025Q4: 7,108 shares; 2026Q1: 9,825 shares; 2026Q2: 11,108 shares 11,108$1.5M0.02%+1,283Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,362 shares; 2026Q2: 19,698 shares 19,698$1.5M0.02%+16,336Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,587 shares; 2024Q4: 3,229 shares; 2025Q1: 3,196 shares; 2025Q2: 3,351 shares; 2025Q3: 3,798 shares; 2025Q4: 3,852 shares; 2026Q1: 5,583 shares; 2026Q2: 12,548 shares 12,548$1.48M0.02%+6,965Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,969 shares; 2024Q4: 11,051 shares; 2025Q1: 10,590 shares; 2025Q2: 10,857 shares; 2025Q3: 11,087 shares; 2025Q4: 10,102 shares; 2026Q1: 9,804 shares; 2026Q2: 13,196 shares 13,196$1.47M0.02%+3,392Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,227 shares; 2026Q2: 40,266 shares 40,266$1.47M0.02%+34,039Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,924 shares; 2025Q4: 10,583 shares; 2026Q1: 32,147 shares; 2026Q2: 35,998 shares 35,998$1.46M0.02%+3,851Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,504 shares; 2025Q3: 37,010 shares; 2025Q4: 38,620 shares; 2026Q1: 40,306 shares; 2026Q2: 44,150 shares 44,150$1.46M0.02%+3,844Timeline
SPTESP FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,989 shares; 2024Q4: 75,712 shares; 2025Q1: 102,407 shares; 2025Q2: 44,632 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,559 shares; 2026Q2: 29,661 shares 29,661$1.45M0.02%+13,102Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,095 shares; 2024Q4: 9,668 shares; 2025Q1: 8,261 shares; 2025Q2: 8,183 shares; 2025Q3: 4,598 shares; 2025Q4: 4,371 shares; 2026Q1: 21,572 shares; 2026Q2: 14,854 shares 14,854$1.44M0.02%-6,718Timeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,171 shares 28,171$1.43M0.02%newTimeline
WTVWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,090 shares; 2025Q2: 13,556 shares; 2025Q3: 13,374 shares; 2025Q4: 13,805 shares; 2026Q1: 13,949 shares; 2026Q2: 14,010 shares 14,010$1.43M0.02%+61Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,642 shares; 2025Q2: not reported; 2025Q3: 52,363 shares; 2025Q4: 28,030 shares; 2026Q1: 21,947 shares; 2026Q2: 19,923 shares 19,923$1.42M0.02%-2,024Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,677 shares 41,677$1.42M0.02%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,986 shares 7,986$1.42M0.02%newTimeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,133 shares; 2024Q4: 13,323 shares; 2025Q1: 7,387 shares; 2025Q2: 6,597 shares; 2025Q3: 7,166 shares; 2025Q4: 15,395 shares; 2026Q1: 27,628 shares; 2026Q2: 27,846 shares 27,846$1.42M0.02%+218Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,049 shares; 2024Q4: 6,736 shares; 2025Q1: 37,333 shares; 2025Q2: 30,755 shares; 2025Q3: 34,788 shares; 2025Q4: 34,413 shares; 2026Q1: 53,614 shares; 2026Q2: 12,899 shares 12,899$1.41M0.02%-40,715Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,042 shares; 2024Q4: 9,842 shares; 2025Q1: 11,521 shares; 2025Q2: 11,191 shares; 2025Q3: 10,826 shares; 2025Q4: 10,793 shares; 2026Q1: 10,202 shares; 2026Q2: 9,868 shares 9,868$1.41M0.02%-334Timeline
FVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,555 shares; 2024Q4: 21,689 shares; 2025Q1: 22,805 shares; 2025Q2: 20,308 shares; 2025Q3: 18,936 shares; 2025Q4: 18,614 shares; 2026Q1: 18,376 shares; 2026Q2: 18,321 shares 18,321$1.39M0.02%-55Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,182 shares; 2026Q1: 9,938 shares; 2026Q2: 9,209 shares 9,209$1.38M0.02%-729Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,195 shares 8,195$1.38M0.02%newTimeline
GFFGRIFFON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,685 shares; 2026Q2: 14,035 shares 14,035$1.37M0.02%+2,350Timeline
DLMYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,586 shares 45,586$1.36M0.02%newTimeline
MISLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,748 shares 29,748$1.36M0.02%newTimeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,614 shares 1,614$1.35M0.02%newTimeline
SIXFAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,868 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,686 shares; 2026Q1: 74,431 shares; 2026Q2: 39,507 shares 39,507$1.35M0.02%-34,924Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,917 shares; 2024Q4: 3,294 shares; 2025Q1: 3,359 shares; 2025Q2: 3,651 shares; 2025Q3: 3,487 shares; 2025Q4: 3,488 shares; 2026Q1: 9,303 shares; 2026Q2: 12,117 shares 12,117$1.33M0.02%+2,814Timeline
ECOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,265 shares 50,265$1.33M0.02%newTimeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,027 shares; 2024Q4: 4,156 shares; 2025Q1: 4,848 shares; 2025Q2: 4,019 shares; 2025Q3: 5,340 shares; 2025Q4: 8,034 shares; 2026Q1: 7,916 shares; 2026Q2: 1,887 shares 1,887$1.33M0.02%-6,029Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,402 shares; 2024Q4: 3,010 shares; 2025Q1: 6,429 shares; 2025Q2: 3,032 shares; 2025Q3: 2,346 shares; 2025Q4: 2,413 shares; 2026Q1: 3,867 shares; 2026Q2: 5,955 shares 5,955$1.33M0.02%+2,088Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,980 shares; 2024Q4: 22,954 shares; 2025Q1: 22,354 shares; 2025Q2: 23,386 shares; 2025Q3: 20,707 shares; 2025Q4: 20,643 shares; 2026Q1: 26,481 shares; 2026Q2: 26,597 shares 26,597$1.33M0.02%+116Timeline
QFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,781 shares; 2024Q4: 16,520 shares; 2025Q1: 20,995 shares; 2025Q2: 31,258 shares; 2025Q3: 34,747 shares; 2025Q4: 36,504 shares; 2026Q1: 36,556 shares; 2026Q2: 36,317 shares 36,317$1.32M0.02%-239Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,542 shares; 2024Q4: 17,431 shares; 2025Q1: 20,561 shares; 2025Q2: 19,655 shares; 2025Q3: 20,930 shares; 2025Q4: 15,632 shares; 2026Q1: 18,452 shares; 2026Q2: 27,877 shares 27,877$1.32M0.02%+9,425Timeline
PBDCPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,281 shares; 2024Q4: 26,854 shares; 2025Q1: 52,365 shares; 2025Q2: 26,231 shares; 2025Q3: 43,288 shares; 2025Q4: 46,639 shares; 2026Q1: 47,103 shares; 2026Q2: 48,155 shares 48,155$1.31M0.02%+1,052Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,713 shares; 2024Q4: 12,514 shares; 2025Q1: 20,494 shares; 2025Q2: 17,848 shares; 2025Q3: 15,751 shares; 2025Q4: 14,438 shares; 2026Q1: 15,113 shares; 2026Q2: 14,357 shares 14,357$1.3M0.02%-756Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,746 shares; 2024Q4: 12,151 shares; 2025Q1: 13,202 shares; 2025Q2: 15,602 shares; 2025Q3: 11,206 shares; 2025Q4: 11,089 shares; 2026Q1: 13,177 shares; 2026Q2: 8,306 shares 8,306$1.3M0.02%-4,871Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771 shares; 2024Q4: 766 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665$1.3M0.02%0Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495,880 shares; 2024Q4: 488,220 shares; 2025Q1: 550,221 shares; 2025Q2: 168,236 shares; 2025Q3: 133,152 shares; 2025Q4: 110,596 shares; 2026Q1: 116,043 shares; 2026Q2: 119,187 shares 119,187$1.29M0.02%+3,144Timeline
USARUSA RARE EARTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,702 shares; 2026Q2: 59,835 shares 59,835$1.29M0.02%+49,133Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,739 shares; 2024Q4: 7,362 shares; 2025Q1: 7,003 shares; 2025Q2: 7,030 shares; 2025Q3: 12,963 shares; 2025Q4: 15,639 shares; 2026Q1: 14,990 shares; 2026Q2: 7,609 shares 7,609$1.29M0.02%-7,381Timeline
PAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,103 shares; 2024Q4: 21,522 shares; 2025Q1: 37,050 shares; 2025Q2: 32,138 shares; 2025Q3: 32,339 shares; 2025Q4: 32,461 shares; 2026Q1: 32,016 shares; 2026Q2: 30,478 shares 30,478$1.29M0.02%-1,538Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,396 shares 18,396$1.28M0.02%newTimeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,750 shares 3,750$1.28M0.02%newTimeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: 1,389 shares; 2025Q3: 1,318 shares; 2025Q4: 1,431 shares; 2026Q1: 4,379 shares; 2026Q2: 5,173 shares 5,173$1.27M0.02%+794Timeline
MBSANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,410 shares; 2024Q4: 48,319 shares; 2025Q1: 72,959 shares; 2025Q2: 104,175 shares; 2025Q3: 117,937 shares; 2025Q4: 129,079 shares; 2026Q1: 135,472 shares; 2026Q2: 146,457 shares 146,457$1.26M0.02%+10,985Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,532 shares; 2025Q2: 32,881 shares; 2025Q3: 280,679 shares; 2025Q4: 104,848 shares; 2026Q1: 52,512 shares; 2026Q2: 56,623 shares 56,623$1.26M0.02%+4,111Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: 5,744 shares; 2025Q1: 6,473 shares; 2025Q2: 6,443 shares; 2025Q3: 7,606 shares; 2025Q4: 7,331 shares; 2026Q1: 23,771 shares; 2026Q2: 13,278 shares 13,278$1.26M0.02%-10,493Timeline
XDTEROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,341 shares; 2025Q3: 28,373 shares; 2025Q4: 30,738 shares; 2026Q1: 31,201 shares; 2026Q2: 31,951 shares 31,951$1.25M0.02%+750Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,014 shares; 2024Q4: 53,794 shares; 2025Q1: 24,780 shares; 2025Q2: 41,218 shares; 2025Q3: 36,982 shares; 2025Q4: 38,811 shares; 2026Q1: 46,973 shares; 2026Q2: 37,236 shares 37,236$1.24M0.02%-9,737Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,649 shares; 2024Q4: 18,466 shares; 2025Q1: 5,486 shares; 2025Q2: 4,213 shares; 2025Q3: 2,862 shares; 2025Q4: 2,880 shares; 2026Q1: 8,423 shares; 2026Q2: 5,814 shares 5,814$1.24M0.02%-2,609Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,571 shares; 2024Q4: 14,280 shares; 2025Q1: 16,316 shares; 2025Q2: 16,893 shares; 2025Q3: 17,976 shares; 2025Q4: 20,888 shares; 2026Q1: 21,431 shares; 2026Q2: 16,056 shares 16,056$1.23M0.02%-5,375Timeline
GLXYGALAXY 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: 41,000 shares; 2025Q3: 41,000 shares; 2025Q4: 44,728 shares; 2026Q1: 45,933 shares; 2026Q2: 44,950 shares 44,950$1.23M0.02%-983Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,738 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,817 shares; 2026Q2: 13,912 shares 13,912$1.22M0.02%+10,095Timeline

Options

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

SecurityTypeAmountValueChange
DELLDELL TECHNOLOGIES INC Stockcall4,300$1.86Mnew
MUMICRON TECHNOLOGY INC COMcall400$462Knew
QQQINVESCO QQQ TR COMput600$442Knew
NKTRNEKTAR THERAPEUTICS COMMON STOCKcall4,000$279Knew
SNDKSANDISK CORP COMcall100$227Knew
ABVXABIVAX SA SPONSORED ADScall1,700$227Knew
TSLATESLA INC COMcall500$210Knew
ASTSAST SPACEMOBILE INC Stockcall2,300$204Knew
MRVLMARVELL TECHNOLOGY INC COMcall500$149Knew
METAMETA PLATFORMS INC COMcall200$113Knew
NBISNEBIUS GROUP N.V. SHS CLASS Acall400$110Knew
APPAPPLOVIN CORP Stockcall200$103Knew
AMZNAMAZON COM INC COMcall400$95.3Knew
PLTRPALANTIR TECHNOLOGIES INC COMcall600$70Knew
CRWVCOREWEAVE INC COMcall600$59.7Knew
ABVXABIVAX SA SPONSORED ADSput300$40Knew
GOOGLALPHABET INC COMcall100$35.7Knew
PURRHYPERLIQUID STRATEGIES INC COMMON STOCKcall4,000$31.5Knew
JOBYJOBY AVIATION INC COMMON STOCKcall2,500$22.3Knew
TEMTEMPUS AI INC Stockcall300$17.4Knew
CIFRCIPHER DIGITAL INC Stockcall400$9.8Knew
IRENIREN LIMITED STOKcall200$9.15Knew
ACHRARCHER AVIATION INC COM CL Acall1,500$7.09Knew

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
BCRXBIOCRYST PHARMACEUTICALS INC2,870,700$27.3Mshares
JBNDJ P MORGAN EXCHANGE TRADED F81,672$4.39Mshares
BCDABRDN ETFS97,266$3.48Mshares
HONHONEYWELL INTL INC12,039$2.72Mshares
TRITHOMSON REUTERS CORP26,535$2.39Mshares
JAVAJ P MORGAN EXCHANGE TRADED F23,524$1.74Mshares
CTASIMPLIFY EXCHANGE TRADED FUN54,951$1.66Mshares
FDEMFIDELITY COVINGTON TRUST49,385$1.56Mshares
AAALCOA CORP23,293$1.55Mshares
AESAES CORP109,510$1.54Mshares
SIVRABRDN SILVER ETF TRUST21,259$1.52Mshares
JIVEJ P MORGAN EXCHANGE TRADED F17,148$1.47Mshares
IAGGISHARES TR29,192$1.46Mshares
PLTMGRANITESHARES PLATINUM TR72,737$1.38Mshares
BTCGRAYSCALE BITCOIN MINI TR ET43,556$1.31Mshares
HECAETF OPPORTUNITIES TRUST43,584$1.26Mshares
ETHGRAYSCALE ETHEREUM STAKING62,301$1.24Mshares
CDXSIMPLIFY EXCHANGE TRADED FUN57,167$1.22Mshares
NTRLFIRST TR EXCH TRADED FD III52,285$1.08Mshares
MTNVAIL RESORTS INC7,690$987Kshares
FHIFEDERATED HERMES INC17,268$979Kshares
VSGXVANGUARD WORLD FD13,222$948Kshares
MAAMID-AMER APT CMNTYS INC5,833$712Kshares
RWKINVESCO EXCH TRADED FD TR II5,289$678Kshares
FSLYFASTLY INC21,680$630Kshares
CCCHEMOURS CO27,405$604Kshares
SPLBSPDR SERIES TRUST26,857$597Kshares
IPIINTREPID POTASH INC13,853$592Kshares
AVSFAMERICAN CENTY ETF TR12,340$578Kshares
TIMBTIM S A21,796$577Kshares
TCMDTACTILE SYS TECHNOLOGY INC20,403$533Kshares
EXELEXELIXIS INC12,407$532Kshares
DASHDOORDASH INC3,483$523Kshares
LGNDLIGAND PHARMACEUTICALS INC2,544$508Kshares
ARANTERO RESOURCES CORP11,948$507Kshares
CBRECBRE GROUP INC3,688$500Kshares
ADSKAUTODESK INC1,949$467Kshares
EGYVAALCO ENERGY INC73,104$463Kshares
PYPLPAYPAL HLDGS INC10,120$458Kshares
FSSLFS SPECIALTY LENDING FD34,987$438Kshares
GAPRFIRST TR EXCHNG TRADED FD VI10,703$433Kshares
ONONON HLDG AG12,142$413Kshares
BABAALIBABA GROUP HLDG LTD2,971$373Kshares
BUCKSIMPLIFY EXCHANGE TRADED FUN14,642$344Kshares
LSTMANAGED PORTFOLIO SER8,035$325Kshares
SCHCSCHWAB STRATEGIC TR6,843$320Kshares
TFISPDR SERIES TRUST6,961$316Kshares
ISMDNORTHERN LTS FD TR IV7,711$308Kshares
SHYDVANECK ETF TRUST12,975$294Kshares
XEVTXEATON VANCE TAX ADVT DIV INC11,764$289Kshares
DRSKETF SER SOLUTIONS10,365$283Kshares
SVOLSIMPLIFY EXCHANGE TRADED FUN18,223$280Kshares
SWXSOUTHWEST GAS HLDGS INC3,213$279Kshares
NGVTINGEVITY CORP3,914$279Kshares
WIPSPDR SERIES TRUST6,486$257Kshares
DIVSGUINNESS ATKINSON FDS8,339$253Kshares
CCLCARNIVAL CORP9,598$248Kshares
IVOOVANGUARD ADMIRAL FDS INC2,138$244Kshares
RGLDROYAL GOLD INC926$236Kshares
SPGIS&P GLOBAL INC541$230Kshares
LENLENNAR CORP2,625$228Kshares
ENPHENPHASE ENERGY INC5,981$226Kshares
BTUPEABODY ENGR CORP6,803$224Kshares
EMLPFIRST TR EXCHANGE-TRADED FD5,132$224Kshares
USTBVICTORY PORTFOLIOS II4,318$218Kshares
RSPNINVESCO EXCHANGE TRADED FD T3,745$216Kshares
REETISHARES TR8,350$210Kshares
ARCCARES CAPITAL CORP11,642$210Kshares
UTWORBB FD INC4,306$208Kshares
SCCRSCHWAB STRATEGIC TR7,893$203Kshares
FLRGFIDELITY COVINGTON TRUST5,486$202Kshares
BSCUINVESCO EXCH TRD SLF IDX FD10,765$180Kshares
WCMIFIRST TR EXCHANGE-TRADED FD10,639$178Kshares
PMLPIMCO MUN INCOME FD II19,820$150Kshares
PGZPRINCIPAL REAL ESTATE INCOME13,774$132Kshares
UXRPPROSHARES TR15,739$58.1Kshares
PALIPALISADE BIO INC11,750$20.6Kshares

How Q2 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001633387-26-000008 base2026-07-15acceptance time not in the bulk data set

Filings

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

FilingSubjectFiledAcceptedIngested
13F-HR 0001633387-26-000008 Quarter ended 2026-06-302026-07-15acceptance time not in the bulk data set
13F-HR 0001633387-26-000005 Quarter ended 2026-03-312026-04-20acceptance time not in the bulk data set
13F-HR 0001633387-26-000002 Quarter ended 2025-12-312026-02-03acceptance time not in the bulk data set
13F-HR 0001633387-25-000006 Quarter ended 2025-09-302025-11-06acceptance time not in the bulk data set
13F-HR 0001085146-25-004183 Quarter ended 2025-06-302025-07-28acceptance time not in the bulk data set
13F-HR 0001085146-25-001983 Quarter ended 2025-03-312025-04-09acceptance time not in the bulk data set
13F-HR 0001085146-25-000342 Quarter ended 2024-12-312025-01-21acceptance time not in the bulk data set
13F-HR 0001085146-24-004971 Quarter ended 2024-09-302024-10-17acceptance time not in the bulk data set
13F-HR 0001085146-24-002955 Quarter ended 2024-06-302024-07-15acceptance time not in the bulk data set
13F-HR 0001085146-24-001705 Quarter ended 2024-03-312024-04-11acceptance time not in the bulk data set
13F-HR 0001085146-24-000491 Quarter ended 2023-12-312024-01-25acceptance time not in the bulk data set
13F-HR 0001085146-23-003760 Quarter ended 2023-09-302023-10-16acceptance time not in the bulk data set
13F-HR 0001085146-23-003043 Quarter ended 2023-06-302023-08-03acceptance time not in the bulk data set
13F-HR 0001085146-23-002152 Quarter ended 2023-03-312023-05-09acceptance time not in the bulk data set
13F-HR 0001085146-23-001378 Quarter ended 2022-12-312023-02-15acceptance time not in the bulk data set
13F-HR 0001085146-22-003927 Quarter ended 2022-09-302022-11-10acceptance time not in the bulk data set
13F-HR 0001085146-22-002904 Quarter ended 2022-06-302022-08-09acceptance time not in the bulk data set
13F-HR 0001085146-22-001980 Quarter ended 2022-03-312022-05-11acceptance time not in the bulk data set
13F-HR 0001633387-22-000002 Quarter ended 2021-12-312022-02-02acceptance time not in the bulk data set
13F-HR 0001633387-21-000009 Quarter ended 2021-09-302021-10-19acceptance time not in the bulk data set
13F-HR 0001633387-21-000007 Quarter ended 2021-06-302021-07-29acceptance time not in the bulk data set
13F-HR 0001633387-21-000005 Quarter ended 2021-03-312021-04-19acceptance time not in the bulk data set
13F-HR 0001633387-21-000002 Quarter ended 2020-12-312021-02-02acceptance time not in the bulk data set
13F-HR 0001633387-20-000005 Quarter ended 2020-09-302020-10-13acceptance time not in the bulk data set
13F-HR 0001633387-20-000003 Quarter ended 2020-06-302020-08-03acceptance time not in the bulk data set
13F-HR 0001607045-20-000051 Quarter ended 2020-03-312020-04-17acceptance time not in the bulk data set
13F-HR 0001607045-20-000014 Quarter ended 2019-12-312020-01-22acceptance time not in the bulk data set
13F-HR 0001607045-19-000136 Quarter ended 2019-09-302019-11-13acceptance time not in the bulk data set
13F-HR/A 0001607045-19-000103 Quarter ended 2019-06-302019-08-23acceptance time not in the bulk data set
13F-HR 0001607045-19-000101 Quarter ended 2019-06-302019-08-15acceptance time not in the bulk data set
13F-HR 0001607045-19-000050 Quarter ended 2019-03-312019-04-25acceptance time not in the bulk data set
13F-HR 0001607045-19-000036 Quarter ended 2018-12-312019-02-15acceptance time not in the bulk data set
13F-HR 0001607045-18-000084 Quarter ended 2018-09-302018-11-13acceptance time not in the bulk data set
13F-HR 0001607045-18-000046 Quarter ended 2018-06-302018-07-25acceptance time not in the bulk data set
13F-HR 0001085146-18-001319 Quarter ended 2018-03-312018-05-10acceptance time not in the bulk data set
13F-HR 0001085146-18-000422 Quarter ended 2017-12-312018-02-08acceptance time not in the bulk data set
13F-HR 0001085146-17-002189 Quarter ended 2017-09-302017-11-02acceptance time not in the bulk data set
13F-HR/A 0001085146-17-002176 Quarter ended 2017-03-312017-11-01acceptance time not in the bulk data set
13F-HR/A 0001085146-17-002175 Quarter ended 2016-12-312017-11-01acceptance time not in the bulk data set
13F-HR/A 0001085146-17-002177 Quarter ended 2017-06-302017-11-01acceptance time not in the bulk data set
13F-HR/A 0001085146-17-001870 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001085146-17-001649 Quarter ended 2017-06-302017-08-07acceptance time not in the bulk data set
13F-HR 0001085146-17-001205 Quarter ended 2017-03-312017-05-12acceptance time not in the bulk data set
13F-HR 0001085146-17-000304 Quarter ended 2016-12-312017-02-07acceptance time not in the bulk data set
13F-HR 0001085146-16-004771 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001085146-16-004133 Quarter ended 2016-06-302016-08-03acceptance time not in the bulk data set
13F-HR 0001085146-16-003707 Quarter ended 2016-03-312016-05-13acceptance time not in the bulk data set
13F-HR 0001085146-16-002840 Quarter ended 2015-12-312016-02-09acceptance time not in the bulk data set
13F-HR 0001085146-15-002224 Quarter ended 2015-09-302015-11-10acceptance time not in the bulk data set
13F-HR 0001085146-15-001669 Quarter ended 2015-06-302015-08-11acceptance time not in the bulk data set
13F-HR 0001085146-15-001134 Quarter ended 2015-03-312015-05-13acceptance time not in the bulk data set
13F-HR 0001085146-15-000698 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set