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ROMAN BUTLER FULLERTON & CO

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13F filer, CIK 733444, ST LOUIS, MO

ROMAN BUTLER FULLERTON & CO reported $419,144,509 across 280 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-06. Its ten largest share positions make up 29.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000733444-26-000008

Period
2026-06-30
Reported value
$419M
Holdings
280
Top 10 weight
29.18%
New
35
Sold out
22

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+60,519$5.21M
FYXnew+24,128$3.4M
FYTnew+47,850$3.36M
MTUMnew+10,614$3.34M
FYCnew+25,428$3.06M

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
CIreduced-3,318-$1.01M
EFAreduced-8,108-$837K
CEGreduced-3,002-$773K
HIIreduced-2,494-$711K
EXELexited-15,277-$675K

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 0000733444-26-000008, largest first. % of portfolio is the value over $419,144,509, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,288 shares; 2024Q4: 123,057 shares; 2025Q1: 113,372 shares; 2025Q2: 117,443 shares; 2025Q3: 115,654 shares; 2025Q4: 113,924 shares; 2026Q1: 114,008 shares; 2026Q2: 115,482 shares 115,482$23.5M5.61%+1,474Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,162 shares; 2024Q4: 55,175 shares; 2025Q1: 55,098 shares; 2025Q2: 59,787 shares; 2025Q3: 59,572 shares; 2025Q4: 60,789 shares; 2026Q1: 60,798 shares; 2026Q2: 61,013 shares 61,013$19.4M4.62%+215Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,699 shares; 2024Q4: 55,978 shares; 2025Q1: 52,261 shares; 2025Q2: 52,361 shares; 2025Q3: 52,352 shares; 2025Q4: 52,331 shares; 2026Q1: 52,018 shares; 2026Q2: 52,155 shares 52,155$12.9M3.08%+137Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,718 shares; 2024Q4: 31,041 shares; 2025Q1: 29,376 shares; 2025Q2: 31,282 shares; 2025Q3: 31,792 shares; 2025Q4: 32,092 shares; 2026Q1: 32,412 shares; 2026Q2: 32,239 shares 32,239$12.6M3.01%-173Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,131 shares; 2024Q4: 29,526 shares; 2025Q1: 29,932 shares; 2025Q2: 31,628 shares; 2025Q3: 33,020 shares; 2025Q4: 33,259 shares; 2026Q1: 33,611 shares; 2026Q2: 32,483 shares 32,483$11.4M2.72%-1,128Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,935 shares; 2024Q4: 12,311 shares; 2025Q1: 7,428 shares; 2025Q2: 15,726 shares; 2025Q3: 13,403 shares; 2025Q4: 14,056 shares; 2026Q1: 13,582 shares; 2026Q2: 14,310 shares 14,310$10.7M2.56%+728Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,027 shares; 2024Q4: 9,699 shares; 2025Q1: 8,724 shares; 2025Q2: 8,973 shares; 2025Q3: 7,173 shares; 2025Q4: 7,308 shares; 2026Q1: 7,341 shares; 2026Q2: 7,469 shares 7,469$8.83M2.11%+128Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,005 shares; 2024Q4: 31,865 shares; 2025Q1: 31,580 shares; 2025Q2: 31,528 shares; 2025Q3: 31,652 shares; 2025Q4: 31,846 shares; 2026Q1: 32,104 shares; 2026Q2: 32,544 shares 32,544$7.76M1.85%+440Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,074 shares; 2024Q4: 14,439 shares; 2025Q1: 14,475 shares; 2025Q2: 15,591 shares; 2025Q3: 15,644 shares; 2025Q4: 14,355 shares; 2026Q1: 14,321 shares; 2026Q2: 14,258 shares 14,258$7.67M1.83%-63Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,893 shares; 2024Q4: 59,695 shares; 2025Q1: 60,237 shares; 2025Q2: 65,647 shares; 2025Q3: 66,213 shares; 2025Q4: 66,029 shares; 2026Q1: 66,551 shares; 2026Q2: 65,868 shares 65,868$7.56M1.8%-683Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,368 shares; 2024Q4: 11,766 shares; 2025Q1: 11,700 shares; 2025Q2: 11,900 shares; 2025Q3: 11,976 shares; 2025Q4: 12,065 shares; 2026Q1: 11,934 shares; 2026Q2: 72,453 shares 72,453$6.24M1.49%+60,519Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,649 shares; 2024Q4: 4,915 shares; 2025Q1: 4,828 shares; 2025Q2: 4,836 shares; 2025Q3: 5,167 shares; 2025Q4: 5,359 shares; 2026Q1: 5,363 shares; 2026Q2: 5,948 shares 5,948$5.54M1.32%+585Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,363 shares; 2024Q4: 128,945 shares; 2025Q1: 147,536 shares; 2025Q2: 126,517 shares; 2025Q3: 133,368 shares; 2025Q4: 141,230 shares; 2026Q1: 171,176 shares; 2026Q2: 159,895 shares 159,895$5.21M1.24%-11,281Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,980 shares; 2024Q4: 46,150 shares; 2025Q1: 45,773 shares; 2025Q2: 45,105 shares; 2025Q3: 44,390 shares; 2025Q4: 43,233 shares; 2026Q1: 40,043 shares; 2026Q2: 79,627 shares 79,627$4.54M1.08%+39,584Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,907 shares; 2024Q4: 9,135 shares; 2025Q1: 9,460 shares; 2025Q2: 8,981 shares; 2025Q3: 9,312 shares; 2025Q4: 9,235 shares; 2026Q1: 9,053 shares; 2026Q2: 8,796 shares 8,796$4.37M1.04%-257Timeline
EOIEATON VANCE ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,611 shares; 2024Q4: 190,268 shares; 2025Q1: 193,751 shares; 2025Q2: 199,103 shares; 2025Q3: 206,476 shares; 2025Q4: 219,694 shares; 2026Q1: 220,865 shares; 2026Q2: 218,581 shares 218,581$4.35M1.04%-2,284Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,896 shares; 2024Q4: 47,774 shares; 2025Q1: 43,554 shares; 2025Q2: 44,047 shares; 2025Q3: 43,500 shares; 2025Q4: 43,264 shares; 2026Q1: 42,430 shares; 2026Q2: 42,381 shares 42,381$4.11M0.98%-49Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,132 shares; 2024Q4: 136,951 shares; 2025Q1: 14,016 shares; 2025Q2: 13,982 shares; 2025Q3: 16,352 shares; 2025Q4: 16,441 shares; 2026Q1: 16,773 shares; 2026Q2: 13,455 shares 13,455$4.1M0.98%-3,318Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,808 shares; 2024Q4: 11,242 shares; 2025Q1: 11,614 shares; 2025Q2: 11,446 shares; 2025Q3: 11,646 shares; 2025Q4: 11,698 shares; 2026Q1: 11,663 shares; 2026Q2: 11,708 shares 11,708$3.92M0.93%+45Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,749 shares; 2024Q4: 7,076 shares; 2025Q1: 5,515 shares; 2025Q2: 5,671 shares; 2025Q3: 5,968 shares; 2025Q4: 2,758 shares; 2026Q1: 5,741 shares; 2026Q2: 5,788 shares 5,788$3.8M0.91%+47Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,875 shares; 2024Q4: 4,736 shares; 2025Q1: 9,294 shares; 2025Q2: 9,340 shares; 2025Q3: 9,375 shares; 2025Q4: 9,546 shares; 2026Q1: 9,251 shares; 2026Q2: 10,365 shares 10,365$3.66M0.87%+1,114Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,736 shares; 2024Q4: 5,368 shares; 2025Q1: 6,040 shares; 2025Q2: 6,504 shares; 2025Q3: 10,862 shares; 2025Q4: 13,591 shares; 2026Q1: 14,590 shares; 2026Q2: 16,311 shares 16,311$3.49M0.83%+1,721Timeline
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: not reported; 2026Q2: 24,128 shares 24,128$3.4M0.81%newTimeline
FYTFIRST 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: not reported; 2026Q2: 47,850 shares 47,850$3.36M0.8%newTimeline
MTUMISHARES 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: 10,614 shares 10,614$3.34M0.8%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,631 shares; 2024Q4: 24,893 shares; 2025Q1: 25,037 shares; 2025Q2: 24,326 shares; 2025Q3: 23,845 shares; 2025Q4: 22,597 shares; 2026Q1: 21,819 shares; 2026Q2: 21,876 shares 21,876$3.25M0.77%+57Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,049 shares; 2024Q4: 18,847 shares; 2025Q1: 6,035 shares; 2025Q2: 8,768 shares; 2025Q3: 10,289 shares; 2025Q4: 10,733 shares; 2026Q1: 9,178 shares; 2026Q2: 9,182 shares 9,182$3.24M0.77%+4Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 2,982 shares; 2025Q1: 2,898 shares; 2025Q2: 4,489 shares; 2025Q3: 4,570 shares; 2025Q4: 3,500 shares; 2026Q1: 3,439 shares; 2026Q2: 3,426 shares 3,426$3.17M0.76%-13Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,311 shares; 2024Q4: 9,108 shares; 2025Q1: 9,144 shares; 2025Q2: 9,073 shares; 2025Q3: 9,263 shares; 2025Q4: 9,077 shares; 2026Q1: 9,090 shares; 2026Q2: 9,259 shares 9,259$3.12M0.74%+169Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,062 shares; 2024Q4: 1,072 shares; 2025Q1: 1,150 shares; 2025Q2: 2,732 shares; 2025Q3: 3,064 shares; 2025Q4: 2,985 shares; 2026Q1: 3,085 shares; 2026Q2: 2,979 shares 2,979$3.11M0.74%-106Timeline
FYCFIRST 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: not reported; 2026Q2: 25,428 shares 25,428$3.06M0.73%newTimeline
FEMFIRST TR EXCH TRD ALPHDX 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: 96,357 shares 96,357$3.03M0.72%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,669 shares; 2024Q4: 11,406 shares; 2025Q1: 11,221 shares; 2025Q2: 11,179 shares; 2025Q3: 11,198 shares; 2025Q4: 11,665 shares; 2026Q1: 11,398 shares; 2026Q2: 11,481 shares 11,481$2.96M0.71%+83Timeline
SSUSSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,825 shares; 2024Q4: 50,004 shares; 2025Q1: 51,084 shares; 2025Q2: 46,565 shares; 2025Q3: 53,966 shares; 2025Q4: 53,591 shares; 2026Q1: 53,244 shares; 2026Q2: 53,440 shares 53,440$2.94M0.7%+196Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,841 shares; 2025Q3: 13,184 shares; 2025Q4: 11,284 shares; 2026Q1: 11,247 shares; 2026Q2: 15,618 shares 15,618$2.83M0.67%+4,371Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,486 shares; 2024Q4: 19,530 shares; 2025Q1: 9,359 shares; 2025Q2: 10,617 shares; 2025Q3: 10,495 shares; 2025Q4: 10,495 shares; 2026Q1: 10,537 shares; 2026Q2: 10,186 shares 10,186$2.76M0.66%-351Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,054 shares; 2024Q4: 4,055 shares; 2025Q1: 3,685 shares; 2025Q2: 3,693 shares; 2025Q3: 3,743 shares; 2025Q4: 3,748 shares; 2026Q1: 3,686 shares; 2026Q2: 3,640 shares 3,640$2.74M0.65%-46Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,945 shares; 2024Q4: 6,000 shares; 2025Q1: 7,118 shares; 2025Q2: 7,275 shares; 2025Q3: 7,053 shares; 2025Q4: 7,407 shares; 2026Q1: 8,307 shares; 2026Q2: 8,227 shares 8,227$2.72M0.65%-80Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,559 shares; 2024Q4: 89,479 shares; 2025Q1: 77,448 shares; 2025Q2: 77,391 shares; 2025Q3: 93,806 shares; 2025Q4: 92,482 shares; 2026Q1: 92,586 shares; 2026Q2: 88,690 shares 88,690$2.69M0.64%-3,896Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,249 shares; 2024Q4: 9,966 shares; 2025Q1: 4,456 shares; 2025Q2: 5,420 shares; 2025Q3: 4,540 shares; 2025Q4: 4,545 shares; 2026Q1: 5,305 shares; 2026Q2: 4,740 shares 4,740$2.69M0.64%-565Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,972 shares; 2024Q4: 8,484 shares; 2025Q1: 8,591 shares; 2025Q2: 8,652 shares; 2025Q3: 8,637 shares; 2025Q4: 8,735 shares; 2026Q1: 8,897 shares; 2026Q2: 8,674 shares 8,674$2.57M0.61%-223Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,875 shares; 2024Q4: 9,684 shares; 2025Q1: 8,884 shares; 2025Q2: 8,473 shares; 2025Q3: 13,386 shares; 2025Q4: 13,496 shares; 2026Q1: 13,611 shares; 2026Q2: 12,877 shares 12,877$2.53M0.6%-734Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,811 shares; 2024Q4: 2,808 shares; 2025Q1: 2,759 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,761 shares; 2026Q1: 2,682 shares; 2026Q2: 2,582 shares 2,582$2.46M0.59%-100Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,663 shares; 2024Q4: 11,996 shares; 2025Q1: 12,200 shares; 2025Q2: 11,867 shares; 2025Q3: 12,742 shares; 2025Q4: 14,153 shares; 2026Q1: 14,746 shares; 2026Q2: 20,872 shares 20,872$2.39M0.57%+6,126Timeline
NUVNUVEEN MUN VALUE FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,977 shares; 2024Q4: 175,887 shares; 2025Q1: 222,242 shares; 2025Q2: 224,776 shares; 2025Q3: 244,833 shares; 2025Q4: 250,365 shares; 2026Q1: 251,547 shares; 2026Q2: 258,207 shares 258,207$2.37M0.56%+6,660Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,746 shares; 2024Q4: 4,167 shares; 2025Q1: 4,083 shares; 2025Q2: 4,818 shares; 2025Q3: 5,257 shares; 2025Q4: 5,066 shares; 2026Q1: 5,638 shares; 2026Q2: 6,002 shares 6,002$2.31M0.55%+364Timeline
MUMICRON TECHNOLOGY 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: 1,404 shares; 2025Q4: 1,352 shares; 2026Q1: 875 shares; 2026Q2: 2,390 shares 2,390$2.24M0.53%+1,515Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,737 shares; 2024Q4: 2,447 shares; 2025Q1: 3,601 shares; 2025Q2: 3,663 shares; 2025Q3: 3,182 shares; 2025Q4: 3,193 shares; 2026Q1: 9,641 shares; 2026Q2: 9,653 shares 9,653$2.18M0.52%+12Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,436 shares; 2024Q4: 33,436 shares; 2025Q1: 17,441 shares; 2025Q2: 15,393 shares; 2025Q3: 15,026 shares; 2025Q4: 15,211 shares; 2026Q1: 14,698 shares; 2026Q2: 14,719 shares 14,719$2.13M0.51%+21Timeline
ETWEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,749 shares; 2024Q4: 194,651 shares; 2025Q1: 198,188 shares; 2025Q2: 196,762 shares; 2025Q3: 199,407 shares; 2025Q4: 212,904 shares; 2026Q1: 214,889 shares; 2026Q2: 222,370 shares 222,370$2.13M0.51%+7,481Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,184 shares; 2024Q4: 8,129 shares; 2025Q1: 4,658 shares; 2025Q2: 4,905 shares; 2025Q3: 5,092 shares; 2025Q4: 4,850 shares; 2026Q1: 4,277 shares; 2026Q2: 17,026 shares 17,026$2.07M0.49%+12,749Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,106 shares; 2024Q4: 8,786 shares; 2025Q1: 8,481 shares; 2025Q2: 8,156 shares; 2025Q3: 8,111 shares; 2025Q4: 8,081 shares; 2026Q1: 7,997 shares; 2026Q2: 7,936 shares 7,936$2.07M0.49%-61Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,640 shares; 2024Q4: 14,932 shares; 2025Q1: 15,113 shares; 2025Q2: 14,978 shares; 2025Q3: 15,000 shares; 2025Q4: 15,200 shares; 2026Q1: 16,083 shares; 2026Q2: 15,313 shares 15,313$2.01M0.48%-770Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,191 shares; 2024Q4: 8,436 shares; 2025Q1: 4,007 shares; 2025Q2: 7,006 shares; 2025Q3: 7,684 shares; 2025Q4: 6,212 shares; 2026Q1: 2,431 shares; 2026Q2: 2,771 shares 2,771$1.97M0.47%+340Timeline
FPEIFIRST 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: 62,992 shares; 2026Q1: 62,992 shares; 2026Q2: 101,592 shares 101,592$1.95M0.47%+38,600Timeline
EOSEATON VANCE ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,792 shares; 2024Q4: 77,335 shares; 2025Q1: 78,424 shares; 2025Q2: 78,383 shares; 2025Q3: 79,499 shares; 2025Q4: 83,620 shares; 2026Q1: 84,705 shares; 2026Q2: 87,872 shares 87,872$1.95M0.46%+3,167Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,410 shares; 2025Q2: 40,054 shares; 2025Q3: 36,189 shares; 2025Q4: 40,828 shares; 2026Q1: 46,665 shares; 2026Q2: 46,856 shares 46,856$1.87M0.45%+191Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,608 shares; 2024Q4: 21,260 shares; 2025Q1: 21,286 shares; 2025Q2: 21,103 shares; 2025Q3: 21,088 shares; 2025Q4: 21,111 shares; 2026Q1: 21,138 shares; 2026Q2: 20,747 shares 20,747$1.85M0.44%-391Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,807 shares; 2024Q4: 22,993 shares; 2025Q1: 23,074 shares; 2025Q2: 23,154 shares; 2025Q3: 23,562 shares; 2025Q4: 23,684 shares; 2026Q1: 22,048 shares; 2026Q2: 23,924 shares 23,924$1.85M0.44%+1,876Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,041 shares; 2024Q4: 3,687 shares; 2025Q1: 3,611 shares; 2025Q2: 3,561 shares; 2025Q3: 3,621 shares; 2025Q4: 3,606 shares; 2026Q1: 3,563 shares; 2026Q2: 3,400 shares 3,400$1.82M0.43%-163Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,750 shares; 2024Q4: 4,785 shares; 2025Q1: 4,644 shares; 2025Q2: 4,691 shares; 2025Q3: 5,636 shares; 2025Q4: 4,942 shares; 2026Q1: 5,110 shares; 2026Q2: 5,034 shares 5,034$1.8M0.43%-76Timeline
XMVMINVESCO 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: 10,973 shares; 2025Q4: 20,429 shares; 2026Q1: 24,808 shares; 2026Q2: 24,819 shares 24,819$1.79M0.43%+11Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,005 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,707 shares; 2025Q4: 1,269 shares; 2026Q1: 1,569 shares; 2026Q2: 1,620 shares 1,620$1.76M0.42%+51Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,881 shares; 2024Q4: 47,384 shares; 2025Q1: 53,231 shares; 2025Q2: 56,232 shares; 2025Q3: 67,548 shares; 2025Q4: 85,970 shares; 2026Q1: 88,280 shares; 2026Q2: 95,676 shares 95,676$1.74M0.41%+7,396Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 1,132 shares; 2025Q1: 1,190 shares; 2025Q2: 1,107 shares; 2025Q3: 836 shares; 2025Q4: 836 shares; 2026Q1: 939 shares; 2026Q2: 998 shares 998$1.72M0.41%+59Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,682 shares; 2024Q4: 10,357 shares; 2025Q1: 10,132 shares; 2025Q2: 9,968 shares; 2025Q3: 12,261 shares; 2025Q4: 12,243 shares; 2026Q1: 12,146 shares; 2026Q2: 12,478 shares 12,478$1.69M0.4%+332Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,012 shares; 2024Q4: 24,251 shares; 2025Q1: 15,286 shares; 2025Q2: 15,086 shares; 2025Q3: 15,784 shares; 2025Q4: 15,917 shares; 2026Q1: 13,818 shares; 2026Q2: 14,059 shares 14,059$1.68M0.4%+241Timeline
TNGYTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155,549 shares; 2025Q3: 159,291 shares; 2025Q4: 160,103 shares; 2026Q1: 157,361 shares; 2026Q2: 159,144 shares 159,144$1.63M0.39%+1,783Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,978 shares; 2024Q4: 18,696 shares; 2025Q1: 20,178 shares; 2025Q2: 14,279 shares; 2025Q3: 14,304 shares; 2025Q4: 22,024 shares; 2026Q1: 23,488 shares; 2026Q2: 27,189 shares 27,189$1.61M0.38%+3,701Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,963 shares; 2024Q4: 15,498 shares; 2025Q1: 15,264 shares; 2025Q2: 14,117 shares; 2025Q3: 14,163 shares; 2025Q4: 14,320 shares; 2026Q1: 14,109 shares; 2026Q2: 14,168 shares 14,168$1.6M0.38%+59Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,223 shares; 2024Q4: 3,898 shares; 2025Q1: not reported; 2025Q2: 521 shares; 2025Q3: 524 shares; 2025Q4: 542 shares; 2026Q1: 496 shares; 2026Q2: 863 shares 863$1.49M0.36%+367Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,581 shares; 2024Q4: 8,586 shares; 2025Q1: 9,684 shares; 2025Q2: 8,744 shares; 2025Q3: 8,722 shares; 2025Q4: 13,711 shares; 2026Q1: 9,070 shares; 2026Q2: 9,094 shares 9,094$1.47M0.35%+24Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,067 shares; 2025Q1: 6,989 shares; 2025Q2: 6,696 shares; 2025Q3: 5,211 shares; 2025Q4: 5,598 shares; 2026Q1: 4,508 shares; 2026Q2: 4,237 shares 4,237$1.46M0.35%-271Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,980 shares; 2024Q4: 13,650 shares; 2025Q1: 12,861 shares; 2025Q2: 12,821 shares; 2025Q3: 12,850 shares; 2025Q4: 12,382 shares; 2026Q1: 12,330 shares; 2026Q2: 11,826 shares 11,826$1.45M0.35%-504Timeline
EVSBMORGAN STANLEY 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: 7,491 shares; 2025Q4: 14,121 shares; 2026Q1: 16,376 shares; 2026Q2: 27,979 shares 27,979$1.42M0.34%+11,603Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,985 shares; 2024Q4: 24,047 shares; 2025Q1: 24,489 shares; 2025Q2: 22,295 shares; 2025Q3: 23,166 shares; 2025Q4: 23,299 shares; 2026Q1: 23,386 shares; 2026Q2: 23,458 shares 23,458$1.4M0.33%+72Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,444 shares; 2025Q3: 1,885 shares; 2025Q4: 3,237 shares; 2026Q1: 3,254 shares; 2026Q2: 3,280 shares 3,280$1.38M0.33%+26Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,734 shares; 2024Q4: 9,734 shares; 2025Q1: 13,055 shares; 2025Q2: 13,612 shares; 2025Q3: 14,249 shares; 2025Q4: 14,203 shares; 2026Q1: 13,999 shares; 2026Q2: 14,452 shares 14,452$1.33M0.32%+453Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,133 shares; 2024Q4: 9,096 shares; 2025Q1: 9,118 shares; 2025Q2: 9,262 shares; 2025Q3: 9,307 shares; 2025Q4: 9,548 shares; 2026Q1: 9,052 shares; 2026Q2: 9,059 shares 9,059$1.31M0.31%+7Timeline
IGRCBRE GBL REAL ESTATE INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,060 shares; 2024Q4: 246,225 shares; 2025Q1: 254,532 shares; 2025Q2: 257,529 shares; 2025Q3: 270,314 shares; 2025Q4: 271,558 shares; 2026Q1: 276,840 shares; 2026Q2: 282,804 shares 282,804$1.3M0.31%+5,964Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,183 shares; 2025Q1: 9,187 shares; 2025Q2: 9,191 shares; 2025Q3: 8,940 shares; 2025Q4: 8,943 shares; 2026Q1: 8,946 shares; 2026Q2: 8,948 shares 8,948$1.29M0.31%+2Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,630 shares; 2025Q3: 17,538 shares; 2025Q4: 22,758 shares; 2026Q1: 21,887 shares; 2026Q2: 16,628 shares 16,628$1.28M0.3%-5,259Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,390 shares; 2024Q4: 6,206 shares; 2025Q1: 6,213 shares; 2025Q2: 6,222 shares; 2025Q3: 6,155 shares; 2025Q4: 6,613 shares; 2026Q1: 6,571 shares; 2026Q2: 6,129 shares 6,129$1.27M0.3%-442Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,068 shares 9,068$1.26M0.3%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,231 shares; 2024Q4: 4,320 shares; 2025Q1: 4,340 shares; 2025Q2: 4,305 shares; 2025Q3: 4,363 shares; 2025Q4: 4,372 shares; 2026Q1: 4,433 shares; 2026Q2: 4,343 shares 4,343$1.26M0.3%-90Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,030 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,216 shares; 2025Q4: 9,952 shares; 2026Q1: 4,365 shares; 2026Q2: 4,189 shares 4,189$1.23M0.29%-176Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,426 shares; 2024Q4: 4,193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,138 shares; 2025Q4: 18,438 shares; 2026Q1: 19,704 shares; 2026Q2: 19,675 shares 19,675$1.23M0.29%-29Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496 shares; 2024Q4: 1,223 shares; 2025Q1: 1,197 shares; 2025Q2: 1,199 shares; 2025Q3: 1,248 shares; 2025Q4: 1,512 shares; 2026Q1: 2,035 shares; 2026Q2: 2,068 shares 2,068$1.21M0.29%+33Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,739 shares; 2026Q1: 10,478 shares; 2026Q2: 8,800 shares 8,800$1.19M0.28%-1,678Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,022 shares; 2025Q3: 6,344 shares; 2025Q4: 5,781 shares; 2026Q1: not reported; 2026Q2: 5,415 shares 5,415$1.19M0.28%newTimeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,801 shares; 2024Q4: 4,802 shares; 2025Q1: 4,804 shares; 2025Q2: 4,805 shares; 2025Q3: 4,806 shares; 2025Q4: 4,807 shares; 2026Q1: 4,734 shares; 2026Q2: 4,735 shares 4,735$1.16M0.28%+1Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,433 shares; 2024Q4: 16,995 shares; 2025Q1: 17,043 shares; 2025Q2: 17,003 shares; 2025Q3: 16,909 shares; 2025Q4: 16,857 shares; 2026Q1: 16,926 shares; 2026Q2: 11,821 shares 11,821$1.16M0.28%-5,105Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,127 shares; 2025Q4: 19,476 shares; 2026Q1: 19,527 shares; 2026Q2: 19,278 shares 19,278$1.14M0.27%-249Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,928 shares; 2024Q4: 8,936 shares; 2025Q1: 6,647 shares; 2025Q2: 6,541 shares; 2025Q3: 6,547 shares; 2025Q4: 6,464 shares; 2026Q1: 6,450 shares; 2026Q2: 6,349 shares 6,349$1.13M0.27%-101Timeline
UGAUNITED STS GASOLINE FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,524 shares; 2024Q4: 9,955 shares; 2025Q1: 11,348 shares; 2025Q2: 12,053 shares; 2025Q3: not reported; 2025Q4: 11,869 shares; 2026Q1: 9,860 shares; 2026Q2: 9,845 shares 9,845$1.1M0.26%-15Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,761 shares; 2024Q4: 4,554 shares; 2025Q1: 4,570 shares; 2025Q2: 4,300 shares; 2025Q3: 4,547 shares; 2025Q4: 4,540 shares; 2026Q1: 4,592 shares; 2026Q2: 4,372 shares 4,372$1.08M0.26%-220Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,701 shares; 2024Q4: 33,673 shares; 2025Q1: 33,623 shares; 2025Q2: 33,333 shares; 2025Q3: 33,565 shares; 2025Q4: 33,797 shares; 2026Q1: 33,814 shares; 2026Q2: 33,516 shares 33,516$1.08M0.26%-298Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,948 shares; 2024Q4: 10,189 shares; 2025Q1: 9,695 shares; 2025Q2: 8,592 shares; 2025Q3: 8,480 shares; 2025Q4: 8,397 shares; 2026Q1: 8,451 shares; 2026Q2: 8,695 shares 8,695$1.08M0.26%+244Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,191 shares; 2024Q4: 15,274 shares; 2025Q1: 29,418 shares; 2025Q2: 15,250 shares; 2025Q3: 25,215 shares; 2025Q4: 27,554 shares; 2026Q1: 24,016 shares; 2026Q2: 31,344 shares 31,344$1.07M0.26%+7,328Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073 shares; 2024Q4: 3,076 shares; 2025Q1: 3,089 shares; 2025Q2: 2,842 shares; 2025Q3: 2,853 shares; 2025Q4: 4,437 shares; 2026Q1: 17,456 shares; 2026Q2: 18,760 shares 18,760$1.06M0.25%+1,304Timeline
LQDISHARES 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: 3,555 shares; 2025Q4: 7,183 shares; 2026Q1: 9,712 shares; 2026Q2: 9,712 shares 9,712$1.06M0.25%0Timeline
SPMOINVESCO 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: 8,442 shares; 2025Q3: 8,706 shares; 2025Q4: 7,878 shares; 2026Q1: 7,152 shares; 2026Q2: 7,078 shares 7,078$1.06M0.25%-74Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,112 shares; 2024Q4: 3,828 shares; 2025Q1: 3,866 shares; 2025Q2: 8,990 shares; 2025Q3: not reported; 2025Q4: 9,688 shares; 2026Q1: 10,929 shares; 2026Q2: 14,443 shares 14,443$1.04M0.25%+3,514Timeline
PFXFVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,562 shares; 2024Q4: 37,889 shares; 2025Q1: 24,964 shares; 2025Q2: 25,614 shares; 2025Q3: 41,169 shares; 2025Q4: 50,248 shares; 2026Q1: 47,967 shares; 2026Q2: 57,412 shares 57,412$1.01M0.24%+9,445Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,838 shares; 2024Q4: 6,838 shares; 2025Q1: 6,978 shares; 2025Q2: 6,979 shares; 2025Q3: 6,400 shares; 2025Q4: 6,207 shares; 2026Q1: 6,212 shares; 2026Q2: 6,217 shares 6,217$998K0.24%+5Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,536 shares; 2024Q4: 6,136 shares; 2025Q1: 6,367 shares; 2025Q2: 10,462 shares; 2025Q3: 10,039 shares; 2025Q4: 7,528 shares; 2026Q1: 7,531 shares; 2026Q2: 5,334 shares 5,334$980K0.23%-2,197Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,684 shares; 2024Q4: 13,747 shares; 2025Q1: 17,193 shares; 2025Q2: 26,767 shares; 2025Q3: 25,748 shares; 2025Q4: 25,420 shares; 2026Q1: 25,218 shares; 2026Q2: 25,416 shares 25,416$968K0.23%+198Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,887 shares; 2025Q3: 42,860 shares; 2025Q4: 53,499 shares; 2026Q1: 11,757 shares; 2026Q2: 14,699 shares 14,699$948K0.23%+2,942Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,648 shares; 2025Q1: not reported; 2025Q2: 2,730 shares; 2025Q3: 3,007 shares; 2025Q4: 6,512 shares; 2026Q1: not reported; 2026Q2: 5,194 shares 5,194$942K0.22%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 584 shares; 2025Q4: 740 shares; 2026Q1: 1,140 shares; 2026Q2: 5,007 shares 5,007$941K0.22%+3,867Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,373 shares; 2024Q4: 4,380 shares; 2025Q1: 4,381 shares; 2025Q2: 4,388 shares; 2025Q3: 4,288 shares; 2025Q4: 4,224 shares; 2026Q1: 4,189 shares; 2026Q2: 4,197 shares 4,197$936K0.22%+8Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,275 shares; 2024Q4: 4,178 shares; 2025Q1: 4,179 shares; 2025Q2: 5,844 shares; 2025Q3: 5,796 shares; 2025Q4: 4,839 shares; 2026Q1: 4,613 shares; 2026Q2: 3,684 shares 3,684$925K0.22%-929Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,852 shares; 2025Q1: 1,869 shares; 2025Q2: 4,193 shares; 2025Q3: 4,259 shares; 2025Q4: 4,268 shares; 2026Q1: 4,278 shares; 2026Q2: 4,488 shares 4,488$911K0.22%+210Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,079 shares; 2024Q4: 32,585 shares; 2025Q1: 29,235 shares; 2025Q2: 31,346 shares; 2025Q3: 31,956 shares; 2025Q4: 34,296 shares; 2026Q1: 34,196 shares; 2026Q2: 34,048 shares 34,048$901K0.21%-148Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,431 shares; 2024Q4: 11,989 shares; 2025Q1: 11,743 shares; 2025Q2: 12,267 shares; 2025Q3: 10,643 shares; 2025Q4: 10,271 shares; 2026Q1: 9,975 shares; 2026Q2: 10,168 shares 10,168$897K0.21%+193Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547 shares; 2024Q4: 1,384 shares; 2025Q1: 2,869 shares; 2025Q2: 2,573 shares; 2025Q3: 2,535 shares; 2025Q4: 2,590 shares; 2026Q1: 2,547 shares; 2026Q2: 2,251 shares 2,251$889K0.21%-296Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,606 shares; 2024Q4: 2,481 shares; 2025Q1: not reported; 2025Q2: 2,514 shares; 2025Q3: 4,785 shares; 2025Q4: 2,533 shares; 2026Q1: 2,540 shares; 2026Q2: 7,063 shares 7,063$881K0.21%+4,523Timeline
XLBSELECT SECTOR SPDR 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: 16,164 shares; 2026Q1: 10,287 shares; 2026Q2: 17,397 shares 17,397$880K0.21%+7,110Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,223 shares; 2024Q4: 32,811 shares; 2025Q1: 7,312 shares; 2025Q2: 31,455 shares; 2025Q3: 33,847 shares; 2025Q4: 26,930 shares; 2026Q1: 6,714 shares; 2026Q2: 6,384 shares 6,384$871K0.21%-330Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,833 shares; 2025Q1: 6,887 shares; 2025Q2: 8,026 shares; 2025Q3: 8,465 shares; 2025Q4: 9,056 shares; 2026Q1: 11,359 shares; 2026Q2: 13,523 shares 13,523$855K0.2%+2,164Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,763 shares; 2024Q4: 16,745 shares; 2025Q1: 20,179 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,423 shares 18,423$849K0.2%newTimeline
GLWCORNING 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: 2,240 shares; 2026Q2: 4,632 shares 4,632$848K0.2%+2,392Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,687 shares; 2025Q3: 2,091 shares; 2025Q4: not reported; 2026Q1: 2,128 shares; 2026Q2: 3,133 shares 3,133$832K0.2%+1,005Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,544 shares; 2025Q3: 2,302 shares; 2025Q4: 2,356 shares; 2026Q1: 2,366 shares; 2026Q2: 2,670 shares 2,670$817K0.19%+304Timeline
XTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,467 shares; 2024Q4: 5,168 shares; 2025Q1: not reported; 2025Q2: 5,006 shares; 2025Q3: 4,727 shares; 2025Q4: 4,645 shares; 2026Q1: 2,230 shares; 2026Q2: 3,649 shares 3,649$789K0.19%+1,419Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,567 shares; 2025Q1: 3,088 shares; 2025Q2: 3,577 shares; 2025Q3: 1,594 shares; 2025Q4: 1,604 shares; 2026Q1: 1,606 shares; 2026Q2: 1,632 shares 1,632$784K0.19%+26Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,890 shares; 2024Q4: 2,890 shares; 2025Q1: 2,721 shares; 2025Q2: 2,714 shares; 2025Q3: 2,714 shares; 2025Q4: 2,614 shares; 2026Q1: 2,614 shares; 2026Q2: 2,614 shares 2,614$783K0.19%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,295 shares; 2024Q4: 9,129 shares; 2025Q1: 9,207 shares; 2025Q2: 10,635 shares; 2025Q3: 10,847 shares; 2025Q4: 9,345 shares; 2026Q1: 9,356 shares; 2026Q2: 9,258 shares 9,258$780K0.19%-98Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,871 shares; 2024Q4: 2,898 shares; 2025Q1: 2,892 shares; 2025Q2: 2,816 shares; 2025Q3: 2,818 shares; 2025Q4: 2,898 shares; 2026Q1: 2,981 shares; 2026Q2: 2,860 shares 2,860$780K0.19%-121Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029 shares; 2024Q4: 3,804 shares; 2025Q1: 2,838 shares; 2025Q2: 2,785 shares; 2025Q3: 2,151 shares; 2025Q4: 21,886 shares; 2026Q1: 10,746 shares; 2026Q2: 10,543 shares 10,543$778K0.19%-203Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,353 shares; 2024Q4: 15,064 shares; 2025Q1: 15,553 shares; 2025Q2: 14,639 shares; 2025Q3: 13,442 shares; 2025Q4: 14,059 shares; 2026Q1: 20,758 shares; 2026Q2: 15,408 shares 15,408$777K0.19%-5,350Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997 shares; 2024Q4: 1,839 shares; 2025Q1: 2,196 shares; 2025Q2: 4,318 shares; 2025Q3: 4,719 shares; 2025Q4: 5,904 shares; 2026Q1: 6,019 shares; 2026Q2: 3,017 shares 3,017$777K0.19%-3,002Timeline
GCCWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,597 shares; 2025Q4: 29,923 shares; 2026Q1: 31,895 shares; 2026Q2: 32,463 shares 32,463$771K0.18%+568Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,739 shares 48,739$754K0.18%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,941 shares; 2025Q1: 3,986 shares; 2025Q2: 3,968 shares; 2025Q3: 4,308 shares; 2025Q4: 4,995 shares; 2026Q1: 4,829 shares; 2026Q2: 5,764 shares 5,764$750K0.18%+935Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,284 shares; 2025Q3: 37,253 shares; 2025Q4: 17,962 shares; 2026Q1: 15,256 shares; 2026Q2: 7,148 shares 7,148$738K0.18%-8,108Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,911 shares; 2026Q2: 15,007 shares 15,007$736K0.18%+9,096Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,152 shares; 2025Q2: 851 shares; 2025Q3: 1,022 shares; 2025Q4: 1,662 shares; 2026Q1: 1,240 shares; 2026Q2: 1,317 shares 1,317$729K0.17%+77Timeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,552 shares; 2024Q4: 16,060 shares; 2025Q1: 15,865 shares; 2025Q2: 15,375 shares; 2025Q3: 15,447 shares; 2025Q4: 15,517 shares; 2026Q1: 15,565 shares; 2026Q2: 15,386 shares 15,386$728K0.17%-179Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,213 shares; 2024Q4: 17,205 shares; 2025Q1: 17,505 shares; 2025Q2: 14,502 shares; 2025Q3: 14,883 shares; 2025Q4: 14,914 shares; 2026Q1: 6,444 shares; 2026Q2: 6,392 shares 6,392$725K0.17%-52Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,937 shares; 2024Q4: 8,968 shares; 2025Q1: 9,000 shares; 2025Q2: 10,259 shares; 2025Q3: 13,318 shares; 2025Q4: 13,352 shares; 2026Q1: 13,388 shares; 2026Q2: 14,414 shares 14,414$725K0.17%+1,026Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,284 shares; 2024Q4: 18,702 shares; 2025Q1: 18,610 shares; 2025Q2: 17,404 shares; 2025Q3: 17,283 shares; 2025Q4: 17,382 shares; 2026Q1: 17,220 shares; 2026Q2: 16,900 shares 16,900$721K0.17%-320Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,692 shares; 2025Q1: 1,950 shares; 2025Q2: 4,103 shares; 2025Q3: 4,120 shares; 2025Q4: 4,565 shares; 2026Q1: 5,016 shares; 2026Q2: 2,522 shares 2,522$719K0.17%-2,494Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 534 shares; 2025Q1: 429 shares; 2025Q2: not reported; 2025Q3: 516 shares; 2025Q4: 1,157 shares; 2026Q1: 1,186 shares; 2026Q2: 1,364 shares 1,364$710K0.17%+178Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,111 shares; 2024Q4: 1,929 shares; 2025Q1: 1,931 shares; 2025Q2: 1,962 shares; 2025Q3: 1,927 shares; 2025Q4: 1,886 shares; 2026Q1: 1,929 shares; 2026Q2: 1,956 shares 1,956$705K0.17%+27Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,299 shares; 2024Q4: 2,661 shares; 2025Q1: 2,691 shares; 2025Q2: 6,697 shares; 2025Q3: 3,005 shares; 2025Q4: 2,962 shares; 2026Q1: 2,967 shares; 2026Q2: 2,973 shares 2,973$704K0.17%+6Timeline
LITELUMENTUM HLDGS 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: 912 shares 912$701K0.17%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,862 shares; 2024Q4: 1,730 shares; 2025Q1: 1,731 shares; 2025Q2: 1,732 shares; 2025Q3: 1,882 shares; 2025Q4: 1,883 shares; 2026Q1: 1,883 shares; 2026Q2: 1,888 shares 1,888$698K0.17%+5Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 3,224 shares; 2025Q1: 3,240 shares; 2025Q2: 3,256 shares; 2025Q3: 3,272 shares; 2025Q4: 3,279 shares; 2026Q1: 3,220 shares; 2026Q2: 3,216 shares 3,216$677K0.16%-4Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,899 shares; 2024Q4: 5,299 shares; 2025Q1: 5,090 shares; 2025Q2: 5,176 shares; 2025Q3: 5,155 shares; 2025Q4: 4,916 shares; 2026Q1: 4,892 shares; 2026Q2: 4,865 shares 4,865$674K0.16%-27Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 443 shares; 2026Q2: 402 shares 402$673K0.16%-41Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 1,272 shares; 2025Q4: 1,248 shares; 2026Q1: 1,278 shares; 2026Q2: 1,215 shares 1,215$664K0.16%-63Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,639 shares; 2024Q4: 11,662 shares; 2025Q1: 11,689 shares; 2025Q2: 10,902 shares; 2025Q3: 10,924 shares; 2025Q4: 11,045 shares; 2026Q1: 11,112 shares; 2026Q2: 11,076 shares 11,076$664K0.16%-36Timeline
SUNBSUNBELT RENTALS HOLDINGS 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: 8,870 shares 8,870$655K0.16%newTimeline
CNEQTHE ALGER 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: 15,505 shares; 2026Q2: 15,682 shares 15,682$621K0.15%+177Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,397 shares; 2025Q3: 2,362 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares; 2026Q2: 2,275 shares 2,275$618K0.15%-90Timeline
INTCINTEL 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: 5,706 shares; 2025Q4: 5,896 shares; 2026Q1: 5,896 shares; 2026Q2: 5,920 shares 5,920$611K0.15%+24Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,422 shares; 2024Q4: 10,938 shares; 2025Q1: 7,653 shares; 2025Q2: 8,665 shares; 2025Q3: 11,091 shares; 2025Q4: 10,716 shares; 2026Q1: 10,064 shares; 2026Q2: 9,996 shares 9,996$608K0.15%-68Timeline
SWBISMITH & WESSON BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,675 shares; 2024Q4: 47,594 shares; 2025Q1: 46,288 shares; 2025Q2: 44,623 shares; 2025Q3: 40,546 shares; 2025Q4: 39,946 shares; 2026Q1: 39,169 shares; 2026Q2: 38,769 shares 38,769$607K0.14%-400Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,369 shares; 2024Q4: 7,475 shares; 2025Q1: 7,123 shares; 2025Q2: 7,169 shares; 2025Q3: 7,192 shares; 2025Q4: 7,192 shares; 2026Q1: 7,215 shares; 2026Q2: 7,205 shares 7,205$601K0.14%-10Timeline
TCAFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,986 shares; 2024Q4: 8,998 shares; 2025Q1: 9,498 shares; 2025Q2: 13,495 shares; 2025Q3: 14,235 shares; 2025Q4: 14,312 shares; 2026Q1: 14,312 shares; 2026Q2: 14,431 shares 14,431$600K0.14%+119Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,430 shares; 2024Q4: 27,218 shares; 2025Q1: 27,633 shares; 2025Q2: 27,770 shares; 2025Q3: 27,580 shares; 2025Q4: 27,652 shares; 2026Q1: 27,580 shares; 2026Q2: 27,600 shares 27,600$595K0.14%+20Timeline
CTASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; 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: 22,243 shares 22,243$591K0.14%newTimeline
JEPQJ 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: 7,631 shares; 2026Q1: 9,774 shares; 2026Q2: 9,728 shares 9,728$580K0.14%-46Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,571 shares; 2024Q4: 9,801 shares; 2025Q1: 7,364 shares; 2025Q2: 7,364 shares; 2025Q3: 7,364 shares; 2025Q4: 7,364 shares; 2026Q1: 7,364 shares; 2026Q2: 7,364 shares 7,364$578K0.14%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 572 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 587 shares; 2026Q1: 618 shares; 2026Q2: 4,949 shares 4,949$572K0.14%+4,331Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,463 shares; 2024Q4: 39,811 shares; 2025Q1: 28,127 shares; 2025Q2: 27,832 shares; 2025Q3: 25,815 shares; 2025Q4: 23,236 shares; 2026Q1: 23,264 shares; 2026Q2: 23,293 shares 23,293$570K0.14%+29Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450$569K0.14%0
MRVLMARVELL TECHNOLOGY 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: 3,005 shares; 2026Q2: 2,593 shares 2,593$564K0.13%-412Timeline
SJNKSPDR SERIES 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: 18,284 shares; 2026Q2: 22,461 shares 22,461$559K0.13%+4,177Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,181 shares; 2024Q4: 92,517 shares; 2025Q1: 9,282 shares; 2025Q2: 14,575 shares; 2025Q3: 10,883 shares; 2025Q4: 11,288 shares; 2026Q1: 9,372 shares; 2026Q2: 9,409 shares 9,409$558K0.13%+37Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,250 shares; 2024Q4: 22,615 shares; 2025Q1: 22,782 shares; 2025Q2: 22,954 shares; 2025Q3: 23,643 shares; 2025Q4: 27,185 shares; 2026Q1: 27,713 shares; 2026Q2: 29,231 shares 29,231$545K0.13%+1,518Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares; 2026Q1: 1,454 shares; 2026Q2: 1,459 shares 1,459$544K0.13%+5Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,396 shares; 2024Q4: 6,916 shares; 2025Q1: 6,937 shares; 2025Q2: 6,958 shares; 2025Q3: 6,980 shares; 2025Q4: 7,001 shares; 2026Q1: 7,122 shares; 2026Q2: 7,143 shares 7,143$542K0.13%+21Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; 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: 3,438 shares 3,438$540K0.13%newTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,387 shares; 2024Q4: not reported; 2025Q1: 2,983 shares; 2025Q2: 2,801 shares; 2025Q3: 4,479 shares; 2025Q4: 8,285 shares; 2026Q1: 9,307 shares; 2026Q2: 5,861 shares 5,861$536K0.13%-3,446Timeline
IFRAISHARES 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: 6,128 shares; 2026Q1: 8,686 shares; 2026Q2: 8,688 shares 8,688$536K0.13%+2Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,815 shares; 2025Q1: 4,345 shares; 2025Q2: 2,396 shares; 2025Q3: 5,983 shares; 2025Q4: 13,725 shares; 2026Q1: 12,381 shares; 2026Q2: 6,367 shares 6,367$535K0.13%-6,014Timeline
FEPIETF OPPORTUNITIES 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: 4,989 shares; 2025Q4: 8,940 shares; 2026Q1: 11,057 shares; 2026Q2: 12,533 shares 12,533$526K0.13%+1,476Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares; 2026Q2: 2,663 shares 2,663$526K0.13%0Timeline
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: not reported; 2026Q1: 8,727 shares; 2026Q2: 15,507 shares 15,507$524K0.12%+6,780Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,957 shares 6,957$508K0.12%newTimeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,830 shares; 2024Q4: 10,674 shares; 2025Q1: 9,542 shares; 2025Q2: 10,254 shares; 2025Q3: 8,940 shares; 2025Q4: 8,714 shares; 2026Q1: 8,847 shares; 2026Q2: 9,291 shares 9,291$503K0.12%+444Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,159 shares; 2024Q4: 3,165 shares; 2025Q1: 3,171 shares; 2025Q2: 3,167 shares; 2025Q3: 3,376 shares; 2025Q4: 3,319 shares; 2026Q1: 3,324 shares; 2026Q2: 3,329 shares 3,329$501K0.12%+5Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,445 shares; 2024Q4: 3,129 shares; 2025Q1: 2,976 shares; 2025Q2: 3,008 shares; 2025Q3: 2,975 shares; 2025Q4: 3,872 shares; 2026Q1: 2,334 shares; 2026Q2: 2,171 shares 2,171$501K0.12%-163Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,731 shares; 2024Q4: 3,819 shares; 2025Q1: 3,824 shares; 2025Q2: 3,831 shares; 2025Q3: 3,837 shares; 2025Q4: 6,546 shares; 2026Q1: 3,551 shares; 2026Q2: 17,785 shares 17,785$497K0.12%+14,234Timeline
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: not reported; 2025Q3: 4,280 shares; 2025Q4: 5,051 shares; 2026Q1: 5,363 shares; 2026Q2: 7,225 shares 7,225$491K0.12%+1,862Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: not reported; 2025Q1: 421 shares; 2025Q2: 551 shares; 2025Q3: 493 shares; 2025Q4: 315 shares; 2026Q1: 334 shares; 2026Q2: 263 shares 263$491K0.12%-71Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,223 shares; 2024Q4: 8,168 shares; 2025Q1: 8,202 shares; 2025Q2: 8,110 shares; 2025Q3: 8,140 shares; 2025Q4: 8,172 shares; 2026Q1: 5,928 shares; 2026Q2: 5,857 shares 5,857$483K0.12%-71Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,048 shares; 2024Q4: 2,373 shares; 2025Q1: 2,405 shares; 2025Q2: 3,850 shares; 2025Q3: 2,863 shares; 2025Q4: 2,408 shares; 2026Q1: 2,480 shares; 2026Q2: 2,524 shares 2,524$476K0.11%+44Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,575 shares; 2024Q4: 7,225 shares; 2025Q1: 7,311 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares; 2026Q2: 5,700 shares 5,700$467K0.11%0Timeline
AGXARGAN 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: 771 shares 771$462K0.11%newTimeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,506 shares; 2025Q2: not reported; 2025Q3: 5,955 shares; 2025Q4: 5,560 shares; 2026Q1: 3,494 shares; 2026Q2: 5,750 shares 5,750$455K0.11%+2,256Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,836 shares; 2024Q4: not reported; 2025Q1: 1,751 shares; 2025Q2: 2,150 shares; 2025Q3: 2,163 shares; 2025Q4: 2,111 shares; 2026Q1: 2,125 shares; 2026Q2: 2,857 shares 2,857$452K0.11%+732Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,434 shares; 2024Q4: 5,258 shares; 2025Q1: 5,107 shares; 2025Q2: 4,842 shares; 2025Q3: 4,857 shares; 2025Q4: 4,873 shares; 2026Q1: 4,873 shares; 2026Q2: 4,889 shares 4,889$450K0.11%+16Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,047 shares; 2024Q4: 12,976 shares; 2025Q1: 10,799 shares; 2025Q2: 9,456 shares; 2025Q3: 9,467 shares; 2025Q4: 9,484 shares; 2026Q1: 9,503 shares; 2026Q2: 9,357 shares 9,357$448K0.11%-146Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,349 shares; 2024Q4: 1,787 shares; 2025Q1: 1,687 shares; 2025Q2: 1,697 shares; 2025Q3: 1,950 shares; 2025Q4: 1,987 shares; 2026Q1: 2,072 shares; 2026Q2: 2,032 shares 2,032$438K0.1%-40Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,451 shares; 2026Q1: 5,802 shares; 2026Q2: 8,996 shares 8,996$434K0.1%+3,194Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,154 shares; 2024Q4: 2,147 shares; 2025Q1: 2,150 shares; 2025Q2: 2,760 shares; 2025Q3: 2,764 shares; 2025Q4: 2,161 shares; 2026Q1: 2,163 shares; 2026Q2: 2,614 shares 2,614$433K0.1%+451Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,679 shares; 2024Q4: 2,786 shares; 2025Q1: 2,207 shares; 2025Q2: 2,211 shares; 2025Q3: 2,442 shares; 2025Q4: 2,463 shares; 2026Q1: 2,434 shares; 2026Q2: 2,162 shares 2,162$430K0.1%-272Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,422 shares; 2024Q4: 8,422 shares; 2025Q1: 8,820 shares; 2025Q2: 8,820 shares; 2025Q3: 8,820 shares; 2025Q4: 8,820 shares; 2026Q1: 8,820 shares; 2026Q2: 7,858 shares 7,858$420K0.1%-962Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,617 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,518 shares; 2026Q2: 1,520 shares 1,520$413K0.1%+2Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,526 shares; 2024Q4: 18,633 shares; 2025Q1: 9,144 shares; 2025Q2: 19,997 shares; 2025Q3: 21,934 shares; 2025Q4: 5,999 shares; 2026Q1: 7,445 shares; 2026Q2: 7,310 shares 7,310$410K0.1%-135Timeline
KNSAKINIKSA PHARMACEUTICALS INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,388 shares; 2025Q4: 6,388 shares; 2026Q1: 5,852 shares; 2026Q2: 6,700 shares 6,700$408K0.1%+848Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073 shares; 2024Q4: 5,482 shares; 2025Q1: 2,907 shares; 2025Q2: 3,508 shares; 2025Q3: 4,072 shares; 2025Q4: 2,834 shares; 2026Q1: 4,417 shares; 2026Q2: 2,368 shares 2,368$405K0.1%-2,049Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,741 shares; 2026Q1: 6,741 shares; 2026Q2: 6,741 shares 6,741$393K0.09%0Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,266 shares; 2024Q4: 3,037 shares; 2025Q1: 3,742 shares; 2025Q2: 2,954 shares; 2025Q3: not reported; 2025Q4: 3,330 shares; 2026Q1: 3,269 shares; 2026Q2: 4,064 shares 4,064$392K0.09%+795Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,946 shares; 2024Q4: not reported; 2025Q1: 5,238 shares; 2025Q2: 5,245 shares; 2025Q3: 5,253 shares; 2025Q4: 5,266 shares; 2026Q1: 5,072 shares; 2026Q2: 5,078 shares 5,078$382K0.09%+6Timeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,887 shares; 2024Q4: 19,938 shares; 2025Q1: 19,959 shares; 2025Q2: 20,002 shares; 2025Q3: 20,043 shares; 2025Q4: 17,572 shares; 2026Q1: 15,654 shares; 2026Q2: 15,654 shares 15,654$381K0.09%0Timeline
LIFLIFE360 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: 5,293 shares; 2025Q4: 9,002 shares; 2026Q1: 7,250 shares; 2026Q2: 7,250 shares 7,250$379K0.09%0Timeline
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: 2,150 shares 2,150$374K0.09%newTimeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: not reported; 2026Q2: 425 shares 425$372K0.09%newTimeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,867 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,125 shares; 2026Q1: not reported; 2026Q2: 1,009 shares 1,009$367K0.09%newTimeline
SHYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,256 shares; 2024Q4: 12,722 shares; 2025Q1: 14,726 shares; 2025Q2: 14,045 shares; 2025Q3: 11,881 shares; 2025Q4: 14,118 shares; 2026Q1: 15,912 shares; 2026Q2: 15,967 shares 15,967$364K0.09%+55Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,457 shares; 2024Q4: 2,515 shares; 2025Q1: 2,506 shares; 2025Q2: 2,331 shares; 2025Q3: 2,471 shares; 2025Q4: 2,478 shares; 2026Q1: 1,970 shares; 2026Q2: 1,975 shares 1,975$360K0.09%+5Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160 shares; 2024Q4: 2,345 shares; 2025Q1: 2,405 shares; 2025Q2: 2,517 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,024 shares; 2026Q2: 2,229 shares 2,229$357K0.09%-795Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,854 shares; 2024Q4: 3,806 shares; 2025Q1: 3,810 shares; 2025Q2: 3,643 shares; 2025Q3: 3,333 shares; 2025Q4: 3,135 shares; 2026Q1: 3,142 shares; 2026Q2: 3,151 shares 3,151$349K0.08%+9Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 2,122 shares; 2025Q1: 1,894 shares; 2025Q2: 1,708 shares; 2025Q3: 1,762 shares; 2025Q4: 1,647 shares; 2026Q1: 691 shares; 2026Q2: 947 shares 947$348K0.08%+256Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,393 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,428 shares; 2025Q4: 1,430 shares; 2026Q1: 1,432 shares; 2026Q2: 1,433 shares 1,433$346K0.08%+1Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,591 shares; 2025Q3: 3,157 shares; 2025Q4: 3,137 shares; 2026Q1: 3,137 shares; 2026Q2: 3,137 shares 3,137$345K0.08%0Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,620 shares; 2024Q4: 7,355 shares; 2025Q1: 7,458 shares; 2025Q2: 6,758 shares; 2025Q3: 6,847 shares; 2025Q4: 6,932 shares; 2026Q1: 7,012 shares; 2026Q2: 7,088 shares 7,088$343K0.08%+76Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,053 shares; 2024Q4: 4,562 shares; 2025Q1: 4,672 shares; 2025Q2: 5,155 shares; 2025Q3: 5,167 shares; 2025Q4: 5,179 shares; 2026Q1: 5,190 shares; 2026Q2: 5,201 shares 5,201$343K0.08%+11Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares; 2026Q2: 494 shares 494$340K0.08%+158Timeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,818 shares; 2025Q2: 4,832 shares; 2025Q3: 4,832 shares; 2025Q4: 4,700 shares; 2026Q1: 5,333 shares; 2026Q2: 5,350 shares 5,350$338K0.08%+17Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,599 shares; 2024Q4: 1,604 shares; 2025Q1: 1,620 shares; 2025Q2: 1,626 shares; 2025Q3: 2,348 shares; 2025Q4: 2,108 shares; 2026Q1: 5,452 shares; 2026Q2: 1,837 shares 1,837$338K0.08%-3,615Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,593 shares; 2024Q4: 40,906 shares; 2025Q1: 40,906 shares; 2025Q2: 34,739 shares; 2025Q3: 34,072 shares; 2025Q4: 34,072 shares; 2026Q1: 30,343 shares; 2026Q2: 30,343 shares 30,343$336K0.08%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 492 shares; 2025Q2: 583 shares; 2025Q3: 593 shares; 2025Q4: 320 shares; 2026Q1: 622 shares; 2026Q2: 623 shares 623$329K0.08%+1Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,803 shares; 2024Q4: not reported; 2025Q1: 4,472 shares; 2025Q2: 6,312 shares; 2025Q3: 4,574 shares; 2025Q4: 4,546 shares; 2026Q1: 4,551 shares; 2026Q2: 4,427 shares 4,427$329K0.08%-124Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,748 shares; 2024Q4: 3,664 shares; 2025Q1: 3,711 shares; 2025Q2: 10,416 shares; 2025Q3: 10,411 shares; 2025Q4: 10,698 shares; 2026Q1: 3,970 shares; 2026Q2: 3,535 shares 3,535$326K0.08%-435Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,000 shares 1,000$322K0.08%-50Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,373 shares; 2025Q1: 3,908 shares; 2025Q2: 4,151 shares; 2025Q3: 4,059 shares; 2025Q4: 4,528 shares; 2026Q1: 4,492 shares; 2026Q2: 4,053 shares 4,053$311K0.07%-439Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,086 shares; 2025Q4: 3,295 shares; 2026Q1: 3,303 shares; 2026Q2: 3,365 shares 3,365$310K0.07%+62Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,225 shares; 2026Q1: 6,225 shares; 2026Q2: 6,225 shares 6,225$310K0.07%0Timeline
FELGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,595 shares; 2024Q4: 7,060 shares; 2025Q1: 7,069 shares; 2025Q2: 7,078 shares; 2025Q3: 7,084 shares; 2025Q4: 7,090 shares; 2026Q1: 7,097 shares; 2026Q2: 7,104 shares 7,104$308K0.07%+7Timeline
NLRVANECK 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: 1,693 shares; 2026Q1: 2,272 shares; 2026Q2: 2,813 shares 2,813$308K0.07%+541Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,130 shares; 2025Q1: 5,784 shares; 2025Q2: 5,664 shares; 2025Q3: 3,070 shares; 2025Q4: 2,308 shares; 2026Q1: 2,339 shares; 2026Q2: 2,308 shares 2,308$303K0.07%-31Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,337 shares; 2024Q4: 1,356 shares; 2025Q1: 1,394 shares; 2025Q2: 1,412 shares; 2025Q3: 1,428 shares; 2025Q4: 1,432 shares; 2026Q1: 1,452 shares; 2026Q2: 1,468 shares 1,468$294K0.07%+16Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,005 shares; 2024Q4: 11,004 shares; 2025Q1: 5,746 shares; 2025Q2: 5,307 shares; 2025Q3: 5,319 shares; 2025Q4: 5,141 shares; 2026Q1: 5,156 shares; 2026Q2: 5,172 shares 5,172$292K0.07%+16Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,245 shares; 2024Q4: 3,448 shares; 2025Q1: 3,663 shares; 2025Q2: 3,675 shares; 2025Q3: 3,685 shares; 2025Q4: 3,660 shares; 2026Q1: 3,670 shares; 2026Q2: 3,680 shares 3,680$281K0.07%+10Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,211 shares; 2024Q4: 10,539 shares; 2025Q1: 10,644 shares; 2025Q2: 10,751 shares; 2025Q3: 10,818 shares; 2025Q4: 10,928 shares; 2026Q1: 11,036 shares; 2026Q2: 11,150 shares 11,150$281K0.07%+114Timeline
JEPIJ 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: 3,456 shares; 2026Q1: 4,695 shares; 2026Q2: 4,849 shares 4,849$275K0.07%+154Timeline
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: 1,291 shares 1,291$275K0.07%newTimeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,395 shares; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 2,486 shares; 2025Q3: 2,387 shares; 2025Q4: 2,346 shares; 2026Q1: 2,309 shares; 2026Q2: 2,182 shares 2,182$269K0.06%-127Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902$268K0.06%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,213 shares 1,213$267K0.06%newTimeline
BASGADVISORS INNER CIRCLE 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: 10,126 shares; 2026Q1: 10,126 shares; 2026Q2: 9,735 shares 9,735$264K0.06%-391Timeline
PULSPGIM 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: 5,231 shares 5,231$259K0.06%newTimeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,366 shares; 2025Q3: 2,483 shares; 2025Q4: 2,380 shares; 2026Q1: 2,169 shares; 2026Q2: 2,175 shares 2,175$257K0.06%+6Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,435 shares; 2026Q2: 2,481 shares 2,481$256K0.06%+46Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,338 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,196 shares; 2026Q1: 5,755 shares; 2026Q2: 5,566 shares 5,566$254K0.06%-189Timeline
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: 1,141 shares 1,141$254K0.06%newTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,206 shares; 2026Q1: not reported; 2026Q2: 455 shares 455$253K0.06%newTimeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares; 2026Q2: 2,170 shares 2,170$251K0.06%-140Timeline
TOLTOLL BROTHERS 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: 4,275 shares; 2025Q4: 1,690 shares; 2026Q1: 1,693 shares; 2026Q2: 1,695 shares 1,695$251K0.06%+2Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,357 shares; 2024Q4: 3,764 shares; 2025Q1: 4,105 shares; 2025Q2: 3,885 shares; 2025Q3: 3,991 shares; 2025Q4: 4,246 shares; 2026Q1: 4,383 shares; 2026Q2: 3,723 shares 3,723$250K0.06%-660Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,318 shares; 2025Q4: 2,236 shares; 2026Q1: 2,323 shares; 2026Q2: 2,025 shares 2,025$247K0.06%-298Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,161 shares; 2024Q4: 3,181 shares; 2025Q1: 3,186 shares; 2025Q2: 3,161 shares; 2025Q3: 3,166 shares; 2025Q4: 3,171 shares; 2026Q1: 2,929 shares; 2026Q2: 2,934 shares 2,934$246K0.06%+5Timeline
CVECENOVUS ENERGY 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: 8,903 shares 8,903$246K0.06%newTimeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817 shares; 2024Q4: 797 shares; 2025Q1: 638 shares; 2025Q2: 537 shares; 2025Q3: 533 shares; 2025Q4: not reported; 2026Q1: 510 shares; 2026Q2: 511 shares 511$245K0.06%+1Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 797 shares 797$245K0.06%newTimeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,028 shares; 2026Q2: 3,040 shares 3,040$245K0.06%+12Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,303 shares; 2024Q4: 9,383 shares; 2025Q1: not reported; 2025Q2: 2,148 shares; 2025Q3: 2,150 shares; 2025Q4: 2,153 shares; 2026Q1: 3,015 shares; 2026Q2: 2,155 shares 2,155$243K0.06%-860Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,070 shares; 2024Q4: 1,861 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,789 shares; 2026Q2: 1,799 shares 1,799$242K0.06%+10Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,271 shares; 2026Q1: 2,271 shares; 2026Q2: 2,271 shares 2,271$242K0.06%0Timeline
EDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,675 shares; 2025Q2: 7,808 shares; 2025Q3: 8,602 shares; 2025Q4: 9,066 shares; 2026Q1: 8,169 shares; 2026Q2: 5,749 shares 5,749$240K0.06%-2,420Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839 shares; 2024Q4: 926 shares; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 912 shares; 2025Q4: 950 shares; 2026Q1: 908 shares; 2026Q2: 831 shares 831$238K0.06%-77Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: 3,964 shares; 2025Q1: 3,636 shares; 2025Q2: 2,439 shares; 2025Q3: 4,966 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,477 shares 2,477$234K0.06%newTimeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,284 shares; 2024Q4: 9,438 shares; 2025Q1: 9,654 shares; 2025Q2: 9,079 shares; 2025Q3: 10,149 shares; 2025Q4: 7,506 shares; 2026Q1: 6,365 shares; 2026Q2: 4,908 shares 4,908$234K0.06%-1,457Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,792 shares; 2025Q1: 1,793 shares; 2025Q2: 1,795 shares; 2025Q3: 1,796 shares; 2025Q4: 1,798 shares; 2026Q1: 1,798 shares; 2026Q2: 1,643 shares 1,643$231K0.06%-155Timeline
SMHVANECK 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: 390 shares 390$229K0.05%newTimeline
BBARRICK MNG 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: 6,359 shares 6,359$229K0.05%newTimeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 815 shares 815$225K0.05%newTimeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,998 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,399 shares 1,399$225K0.05%newTimeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,826 shares 2,826$217K0.05%newTimeline
TGRWT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,524 shares 4,524$212K0.05%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163 shares; 2024Q4: 1,172 shares; 2025Q1: 1,182 shares; 2025Q2: 1,201 shares; 2025Q3: 1,313 shares; 2025Q4: 1,211 shares; 2026Q1: 1,223 shares; 2026Q2: 1,249 shares 1,249$212K0.05%+26Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,727 shares; 2024Q4: 1,715 shares; 2025Q1: not reported; 2025Q2: 1,796 shares; 2025Q3: 1,716 shares; 2025Q4: 1,894 shares; 2026Q1: 1,776 shares; 2026Q2: 1,702 shares 1,702$211K0.05%-74Timeline
CIIBLACKROCK ENHANCED LARGE CAPQuarterly shares; oldest to newest; 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: 7,979 shares 7,979$205K0.05%newTimeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 156 shares 156$201K0.05%+1Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; 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: 1,778 shares 1,778$201K0.05%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
EXELEXELIXIS INC15,277$675Kshares
LRCXLAM RESEARCH CORP2,507$618Kshares
HONHONEYWELL INTL INC2,200$511Kshares
XLISELECT SECTOR SPDR TR2,670$455Kshares
ETHWBITWISE ETHEREUM ETF26,051$412Kshares
ATKRATKORE INC6,074$400Kshares
AEISADVANCED ENERGY INDS1,050$385Kshares
DELLDELL TECHNOLOGIES INC2,026$376Kshares
MODMODINE MFG CO1,578$371Kshares
NEMNEWMONT CORP3,033$358Kshares
USOUNITED STS OIL FD LP2,630$328Kshares
MTZMASTEC INC925$322Kshares
IBNDSPDR SERIES TRUST9,721$308Kshares
EPAMEPAM SYS INC2,313$301Kshares
HPEHEWLETT PACKARD ENTERPRISE C11,965$299Kshares
GDXVANECK ETF TRUST2,785$273Kshares
IYMISHARES TR1,379$254Kshares
VRSNVERISIGN INC872$236Kshares
FSKFS KKR CAP CORP22,190$227Kshares
ESEESCO TECHNOLOGIES INC730$226Kshares
BNYBANK OF NY MELLON CORP1,680$215Kshares
AREALEXANDRIA REAL ESTATE EQ IN4,630$208Kshares

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 0000733444-26-000008 base2026-08-06acceptance 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 0000733444-26-000008 Quarter ended 2026-06-302026-08-06acceptance time not in the bulk data set
13F-HR 0000733444-26-000004 Quarter ended 2026-03-312026-04-30acceptance time not in the bulk data set
13F-HR 0000733444-26-000002 Quarter ended 2025-12-312026-01-26acceptance time not in the bulk data set
13F-HR 0000733444-25-000004 Quarter ended 2025-09-302025-11-06acceptance time not in the bulk data set
13F-HR 0001085146-25-004331 Quarter ended 2025-06-302025-07-30acceptance time not in the bulk data set
13F-HR 0001085146-25-002204 Quarter ended 2025-03-312025-04-21acceptance time not in the bulk data set
13F-HR 0001085146-25-000640 Quarter ended 2024-12-312025-01-30acceptance time not in the bulk data set
13F-HR 0001085146-24-005206 Quarter ended 2024-09-302024-10-29acceptance time not in the bulk data set
13F-HR 0001085146-24-002956 Quarter ended 2024-06-302024-07-15acceptance time not in the bulk data set
13F-HR 0001085146-24-002092 Quarter ended 2024-03-312024-04-29acceptance time not in the bulk data set
13F-HR 0001085146-24-000564 Quarter ended 2023-12-312024-01-31acceptance time not in the bulk data set
13F-HR 0001085146-23-003775 Quarter ended 2023-09-302023-10-18acceptance time not in the bulk data set
13F-HR 0001085146-23-002891 Quarter ended 2023-06-302023-07-25acceptance time not in the bulk data set
13F-HR 0001085146-23-001918 Quarter ended 2023-03-312023-04-27acceptance time not in the bulk data set
13F-HR 0001085146-23-000286 Quarter ended 2022-12-312023-01-23acceptance time not in the bulk data set
13F-HR 0001085146-22-003443 Quarter ended 2022-09-302022-10-17acceptance time not in the bulk data set
13F-HR 0001085146-22-002574 Quarter ended 2022-06-302022-07-26acceptance time not in the bulk data set
13F-HR 0001085146-22-001746 Quarter ended 2022-03-312022-05-05acceptance time not in the bulk data set
13F-HR 0000733444-22-000002 Quarter ended 2021-12-312022-01-24acceptance time not in the bulk data set
13F-HR 0000733444-21-000012 Quarter ended 2021-09-302021-11-10acceptance time not in the bulk data set
13F-HR 0000733444-21-000010 Quarter ended 2021-06-302021-07-29acceptance time not in the bulk data set
13F-HR 0000733444-21-000008 Quarter ended 2021-03-312021-04-22acceptance time not in the bulk data set
13F-HR 0000733444-21-000006 Quarter ended 2020-12-312021-02-01acceptance time not in the bulk data set
13F-HR 0000733444-20-000007 Quarter ended 2020-09-302020-10-15acceptance time not in the bulk data set
13F-HR 0000733444-20-000002 Quarter ended 2020-06-302020-07-28acceptance time not in the bulk data set
13F-HR 0001607045-20-000047 Quarter ended 2020-03-312020-04-13acceptance time not in the bulk data set
13F-HR 0001607045-20-000020 Quarter ended 2019-12-312020-01-27acceptance time not in the bulk data set
13F-HR 0001607045-19-000113 Quarter ended 2019-09-302019-10-15acceptance time not in the bulk data set
13F-HR 0001607045-19-000087 Quarter ended 2019-06-302019-07-22acceptance time not in the bulk data set
13F-HR 0001607045-19-000049 Quarter ended 2019-03-312019-04-24acceptance time not in the bulk data set
13F-HR 0001607045-19-000021 Quarter ended 2018-12-312019-02-04acceptance time not in the bulk data set