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Sigma Planning Corp

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13F filer, CIK 1449126, ANN ARBOR, MI

Sigma Planning Corp reported $3,972,583,720 across 1,404 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07. Its ten largest share positions make up 23.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001464

Period
2026-06-30
Reported value
$3.97B
Holdings
1,404
Top 10 weight
23.16%
New
186
Sold out
91

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGTadded+82,492$9.86M
VOadded+120,045$9.67M
VUGadded+101,482$8.74M
FNDBnew+264,893$8.07M
QQQMadded+25,067$7.59M

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
NVDAreduced-86,838-$17.4M
AMZNreduced-50,984-$12.2M
IVVreduced-15,878-$11.9M
GARPreduced-122,954-$10.1M
AAPLreduced-32,101-$9.29M

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 0001420506-26-001464, largest first. % of portfolio is the value over $3,970,510,164, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,058 shares; 2024Q4: 333,448 shares; 2025Q1: 322,719 shares; 2025Q2: 308,031 shares; 2025Q3: 293,042 shares; 2025Q4: 293,582 shares; 2026Q1: 298,651 shares; 2026Q2: 282,773 shares 282,773$212M5.33%-15,878Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 709,439 shares; 2024Q4: 693,734 shares; 2025Q1: 694,515 shares; 2025Q2: 651,503 shares; 2025Q3: 626,117 shares; 2025Q4: 621,839 shares; 2026Q1: 611,864 shares; 2026Q2: 579,763 shares 579,763$168M4.23%-32,101Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677,980 shares; 2024Q4: 682,184 shares; 2025Q1: 694,988 shares; 2025Q2: 692,356 shares; 2025Q3: 668,155 shares; 2025Q4: 656,171 shares; 2026Q1: 639,702 shares; 2026Q2: 552,864 shares 552,864$111M2.79%-86,838Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,431 shares; 2024Q4: 138,533 shares; 2025Q1: 136,317 shares; 2025Q2: 132,487 shares; 2025Q3: 118,807 shares; 2025Q4: 122,300 shares; 2026Q1: 105,629 shares; 2026Q2: 115,727 shares 115,727$85.2M2.15%+10,098Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,094 shares; 2024Q4: 334,488 shares; 2025Q1: 344,459 shares; 2025Q2: 347,130 shares; 2025Q3: 355,956 shares; 2025Q4: 351,759 shares; 2026Q1: 349,269 shares; 2026Q2: 298,285 shares 298,285$71.1M1.79%-50,984Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,560 shares; 2024Q4: 93,127 shares; 2025Q1: 94,481 shares; 2025Q2: 89,704 shares; 2025Q3: 87,103 shares; 2025Q4: 87,921 shares; 2026Q1: 86,031 shares; 2026Q2: 80,585 shares 80,585$60.2M1.52%-5,446Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506,713 shares; 2024Q4: 470,456 shares; 2025Q1: 416,632 shares; 2025Q2: 427,873 shares; 2025Q3: 431,166 shares; 2025Q4: 433,977 shares; 2026Q1: 432,346 shares; 2026Q2: 427,683 shares 427,683$58.8M1.48%-4,663Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 649,549 shares; 2024Q4: 604,730 shares; 2025Q1: 809,093 shares; 2025Q2: 790,726 shares; 2025Q3: 753,440 shares; 2025Q4: 731,146 shares; 2026Q1: 721,369 shares; 2026Q2: 721,444 shares 721,444$54.7M1.38%+75Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,061 shares; 2024Q4: 149,276 shares; 2025Q1: 151,701 shares; 2025Q2: 135,455 shares; 2025Q3: 134,671 shares; 2025Q4: 135,011 shares; 2026Q1: 135,061 shares; 2026Q2: 134,286 shares 134,286$50.1M1.26%-775Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,634 shares; 2024Q4: 97,625 shares; 2025Q1: 99,204 shares; 2025Q2: 101,616 shares; 2025Q3: 79,760 shares; 2025Q4: 80,619 shares; 2026Q1: 80,249 shares; 2026Q2: 71,642 shares 71,642$49.2M1.24%-8,607Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,739 shares; 2024Q4: 146,329 shares; 2025Q1: 145,763 shares; 2025Q2: 141,913 shares; 2025Q3: 137,856 shares; 2025Q4: 139,304 shares; 2026Q1: 137,435 shares; 2026Q2: 136,886 shares 136,886$48.4M1.22%-549Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,065 shares; 2024Q4: 306,697 shares; 2025Q1: 317,716 shares; 2025Q2: 315,901 shares; 2025Q3: 322,735 shares; 2025Q4: 332,897 shares; 2026Q1: 341,308 shares; 2026Q2: 335,905 shares 335,905$36.6M0.92%-5,403Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,843 shares; 2024Q4: 943,852 shares; 2025Q1: 935,361 shares; 2025Q2: 944,148 shares; 2025Q3: 971,044 shares; 2025Q4: 977,872 shares; 2026Q1: 943,430 shares; 2026Q2: 965,245 shares 965,245$32.7M0.82%+21,815Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,362 shares; 2024Q4: 82,388 shares; 2025Q1: 87,716 shares; 2025Q2: 84,233 shares; 2025Q3: 79,869 shares; 2025Q4: 79,243 shares; 2026Q1: 78,891 shares; 2026Q2: 85,938 shares 85,938$30.7M0.77%+7,047Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,603 shares; 2024Q4: 907,541 shares; 2025Q1: 882,844 shares; 2025Q2: 895,068 shares; 2025Q3: 813,969 shares; 2025Q4: 833,241 shares; 2026Q1: 869,867 shares; 2026Q2: 924,059 shares 924,059$29.3M0.74%+54,192Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,004 shares; 2024Q4: 19,680 shares; 2025Q1: 20,271 shares; 2025Q2: 19,368 shares; 2025Q3: 27,060 shares; 2025Q4: 36,634 shares; 2026Q1: 31,613 shares; 2026Q2: 25,156 shares 25,156$29M0.73%-6,457Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,845 shares; 2024Q4: 26,353 shares; 2025Q1: 24,915 shares; 2025Q2: 21,647 shares; 2025Q3: 20,953 shares; 2025Q4: 24,811 shares; 2026Q1: 22,456 shares; 2026Q2: 25,189 shares 25,189$26.8M0.68%+2,733Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,309 shares; 2024Q4: 234,399 shares; 2025Q1: 250,256 shares; 2025Q2: 260,979 shares; 2025Q3: 271,437 shares; 2025Q4: 294,513 shares; 2026Q1: 303,288 shares; 2026Q2: 320,294 shares 320,294$26.3M0.66%+17,006Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,289 shares; 2024Q4: 46,037 shares; 2025Q1: 47,129 shares; 2025Q2: 43,546 shares; 2025Q3: 39,273 shares; 2025Q4: 43,308 shares; 2026Q1: 57,145 shares; 2026Q2: 68,433 shares 68,433$25.3M0.64%+11,288Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,259 shares; 2024Q4: 61,019 shares; 2025Q1: 74,858 shares; 2025Q2: 77,122 shares; 2025Q3: 77,292 shares; 2025Q4: 75,918 shares; 2026Q1: 77,373 shares; 2026Q2: 64,110 shares 64,110$24.2M0.61%-13,263Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,423 shares; 2024Q4: 282,413 shares; 2025Q1: 271,474 shares; 2025Q2: 240,152 shares; 2025Q3: 226,336 shares; 2025Q4: 280,829 shares; 2026Q1: 411,828 shares; 2026Q2: 464,598 shares 464,598$22.9M0.58%+52,770Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,787 shares; 2024Q4: 41,790 shares; 2025Q1: 38,372 shares; 2025Q2: 39,750 shares; 2025Q3: 46,631 shares; 2025Q4: 43,934 shares; 2026Q1: 39,657 shares; 2026Q2: 38,503 shares 38,503$22.4M0.56%-1,154Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,822 shares; 2024Q4: 108,186 shares; 2025Q1: 116,249 shares; 2025Q2: 115,679 shares; 2025Q3: 104,336 shares; 2025Q4: 106,012 shares; 2026Q1: 107,919 shares; 2026Q2: 96,026 shares 96,026$21.8M0.55%-11,893Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,391 shares; 2024Q4: 378,925 shares; 2025Q1: 359,567 shares; 2025Q2: 359,171 shares; 2025Q3: 351,028 shares; 2025Q4: 362,261 shares; 2026Q1: 353,362 shares; 2026Q2: 279,409 shares 279,409$21.5M0.54%-73,953Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,284 shares; 2024Q4: 58,605 shares; 2025Q1: 60,089 shares; 2025Q2: 52,617 shares; 2025Q3: 52,872 shares; 2025Q4: 44,564 shares; 2026Q1: 39,833 shares; 2026Q2: 42,467 shares 42,467$21.2M0.54%+2,634Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,104 shares; 2024Q4: 135,279 shares; 2025Q1: 150,079 shares; 2025Q2: 177,834 shares; 2025Q3: 236,005 shares; 2025Q4: 251,078 shares; 2026Q1: 259,052 shares; 2026Q2: 252,822 shares 252,822$20.5M0.52%-6,230Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,947 shares; 2024Q4: 32,632 shares; 2025Q1: 38,843 shares; 2025Q2: 39,423 shares; 2025Q3: 39,200 shares; 2025Q4: 40,343 shares; 2026Q1: 39,379 shares; 2026Q2: 36,147 shares 36,147$20.4M0.51%-3,232Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,110 shares; 2024Q4: 199,779 shares; 2025Q1: 182,659 shares; 2025Q2: 188,932 shares; 2025Q3: 190,514 shares; 2025Q4: 193,672 shares; 2026Q1: 174,257 shares; 2026Q2: 135,003 shares 135,003$20M0.5%-39,254Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,994 shares; 2024Q4: 70,958 shares; 2025Q1: 72,632 shares; 2025Q2: 66,359 shares; 2025Q3: 56,641 shares; 2025Q4: 57,104 shares; 2026Q1: 54,533 shares; 2026Q2: 54,714 shares 54,714$17.9M0.45%+181Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,721 shares; 2024Q4: 17,339 shares; 2025Q1: 16,699 shares; 2025Q2: 16,541 shares; 2025Q3: 16,235 shares; 2025Q4: 17,060 shares; 2026Q1: 18,320 shares; 2026Q2: 14,696 shares 14,696$17.6M0.44%-3,624Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,678 shares; 2024Q4: 14,281 shares; 2025Q1: 17,189 shares; 2025Q2: 16,444 shares; 2025Q3: 17,565 shares; 2025Q4: 19,293 shares; 2026Q1: 18,970 shares; 2026Q2: 22,848 shares 22,848$17.4M0.44%+3,878Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,732 shares; 2024Q4: 44,354 shares; 2025Q1: 46,565 shares; 2025Q2: 52,883 shares; 2025Q3: 39,325 shares; 2025Q4: 48,487 shares; 2026Q1: 42,041 shares; 2026Q2: 40,640 shares 40,640$17.1M0.43%-1,401Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,730 shares; 2024Q4: 157,746 shares; 2025Q1: 193,360 shares; 2025Q2: 206,654 shares; 2025Q3: 215,893 shares; 2025Q4: 221,105 shares; 2026Q1: 225,847 shares; 2026Q2: 220,618 shares 220,618$16.7M0.42%-5,229Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,759 shares; 2024Q4: 51,624 shares; 2025Q1: 55,477 shares; 2025Q2: 51,320 shares; 2025Q3: 51,670 shares; 2025Q4: 110,748 shares; 2026Q1: 97,010 shares; 2026Q2: 86,544 shares 86,544$16.5M0.42%-10,466Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,503 shares; 2024Q4: 61,312 shares; 2025Q1: 63,981 shares; 2025Q2: 62,335 shares; 2025Q3: 58,242 shares; 2025Q4: 58,988 shares; 2026Q1: 46,617 shares; 2026Q2: 44,071 shares 44,071$16.2M0.41%-2,546Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,857 shares; 2024Q4: 25,553 shares; 2025Q1: 24,501 shares; 2025Q2: 19,596 shares; 2025Q3: 21,410 shares; 2025Q4: 22,130 shares; 2026Q1: 24,404 shares; 2026Q2: 24,678 shares 24,678$16.2M0.41%+274Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,193 shares; 2024Q4: 60,619 shares; 2025Q1: 59,236 shares; 2025Q2: 55,677 shares; 2025Q3: 52,278 shares; 2025Q4: 56,956 shares; 2026Q1: 56,291 shares; 2026Q2: 62,029 shares 62,029$15.8M0.4%+5,738Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,113 shares; 2024Q4: 68,693 shares; 2025Q1: 75,151 shares; 2025Q2: 69,937 shares; 2025Q3: 68,282 shares; 2025Q4: 70,078 shares; 2026Q1: 72,215 shares; 2026Q2: 70,802 shares 70,802$15.4M0.39%-1,413Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,959 shares; 2024Q4: 15,373 shares; 2025Q1: 15,478 shares; 2025Q2: 407,938 shares; 2025Q3: 390,539 shares; 2025Q4: 386,848 shares; 2026Q1: 364,752 shares; 2026Q2: 368,931 shares 368,931$15.3M0.38%+4,179Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,313 shares; 2024Q4: 573,815 shares; 2025Q1: 544,607 shares; 2025Q2: 557,853 shares; 2025Q3: 557,823 shares; 2025Q4: 533,857 shares; 2026Q1: 522,948 shares; 2026Q2: 507,745 shares 507,745$14.9M0.38%-15,203Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,235 shares; 2024Q4: 17,111 shares; 2025Q1: 19,442 shares; 2025Q2: 15,688 shares; 2025Q3: 15,627 shares; 2025Q4: 15,907 shares; 2026Q1: 14,838 shares; 2026Q2: 15,730 shares 15,730$14.7M0.37%+892Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,568 shares; 2024Q4: 246,209 shares; 2025Q1: 351,431 shares; 2025Q2: 344,972 shares; 2025Q3: 320,042 shares; 2025Q4: 300,178 shares; 2026Q1: 308,804 shares; 2026Q2: 286,822 shares 286,822$14.6M0.37%-21,982Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584,321 shares; 2024Q4: 540,958 shares; 2025Q1: 506,971 shares; 2025Q2: 431,492 shares; 2025Q3: 276,058 shares; 2025Q4: 250,621 shares; 2026Q1: 236,308 shares; 2026Q2: 229,879 shares 229,879$14.3M0.36%-6,429Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,462 shares; 2024Q4: 107,138 shares; 2025Q1: 106,146 shares; 2025Q2: 101,750 shares; 2025Q3: 58,921 shares; 2025Q4: 59,304 shares; 2026Q1: 56,826 shares; 2026Q2: 55,986 shares 55,986$14.1M0.35%-840Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,295 shares; 2024Q4: 56,810 shares; 2025Q1: 55,972 shares; 2025Q2: 54,881 shares; 2025Q3: 76,692 shares; 2025Q4: 80,592 shares; 2026Q1: 75,995 shares; 2026Q2: 82,993 shares 82,993$13.8M0.35%+6,998Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424,764 shares; 2024Q4: 521,050 shares; 2025Q1: 557,301 shares; 2025Q2: 394,835 shares; 2025Q3: 295,992 shares; 2025Q4: 291,682 shares; 2026Q1: 300,698 shares; 2026Q2: 318,247 shares 318,247$13.7M0.35%+17,549Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,776 shares; 2024Q4: 108,496 shares; 2025Q1: 116,647 shares; 2025Q2: 109,942 shares; 2025Q3: 109,257 shares; 2025Q4: 112,116 shares; 2026Q1: 116,180 shares; 2026Q2: 117,735 shares 117,735$13.3M0.34%+1,555Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,654 shares; 2024Q4: 131,788 shares; 2025Q1: 128,755 shares; 2025Q2: 131,523 shares; 2025Q3: 125,532 shares; 2025Q4: 127,905 shares; 2026Q1: 129,887 shares; 2026Q2: 130,983 shares 130,983$12.9M0.32%+1,096Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,214 shares; 2024Q4: 92,030 shares; 2025Q1: 193,256 shares; 2025Q2: 189,183 shares; 2025Q3: 219,936 shares; 2025Q4: 230,375 shares; 2026Q1: 239,111 shares; 2026Q2: 244,321 shares 244,321$12.8M0.32%+5,210Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418,913 shares; 2024Q4: 476,939 shares; 2025Q1: 548,129 shares; 2025Q2: 375,159 shares; 2025Q3: 379,638 shares; 2025Q4: 372,173 shares; 2026Q1: 349,728 shares; 2026Q2: 345,093 shares 345,093$12.6M0.32%-4,635Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,852 shares; 2024Q4: 90,158 shares; 2025Q1: 80,420 shares; 2025Q2: 56,905 shares; 2025Q3: 55,327 shares; 2025Q4: 55,806 shares; 2026Q1: 59,204 shares; 2026Q2: 58,565 shares 58,565$12.5M0.31%-639Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,222 shares; 2024Q4: 37,693 shares; 2025Q1: 38,174 shares; 2025Q2: 36,625 shares; 2025Q3: 35,948 shares; 2025Q4: 35,861 shares; 2026Q1: 35,629 shares; 2026Q2: 35,150 shares 35,150$12.4M0.31%-479Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,700 shares; 2024Q4: 21,473 shares; 2025Q1: 25,250 shares; 2025Q2: 24,570 shares; 2025Q3: 23,203 shares; 2025Q4: 23,476 shares; 2026Q1: 34,252 shares; 2026Q2: 40,643 shares 40,643$12.3M0.31%+6,391Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,175 shares; 2024Q4: 22,861 shares; 2025Q1: 23,840 shares; 2025Q2: 27,034 shares; 2025Q3: 26,648 shares; 2025Q4: 27,208 shares; 2026Q1: 28,775 shares; 2026Q2: 148,820 shares 148,820$12M0.3%+120,045Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,324 shares; 2024Q4: 38,920 shares; 2025Q1: 39,442 shares; 2025Q2: 38,069 shares; 2025Q3: 35,722 shares; 2025Q4: 32,470 shares; 2026Q1: 33,126 shares; 2026Q2: 34,832 shares 34,832$12M0.3%+1,706Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,793 shares; 2024Q4: 8,912 shares; 2025Q1: 8,961 shares; 2025Q2: 14,383 shares; 2025Q3: 10,799 shares; 2025Q4: 11,491 shares; 2026Q1: 13,970 shares; 2026Q2: 39,037 shares 39,037$11.8M0.3%+25,067Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,074 shares; 2024Q4: 154,190 shares; 2025Q1: 169,957 shares; 2025Q2: 169,920 shares; 2025Q3: 179,063 shares; 2025Q4: 181,456 shares; 2026Q1: 184,230 shares; 2026Q2: 165,795 shares 165,795$11.8M0.3%-18,435Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,131 shares; 2024Q4: 36,103 shares; 2025Q1: 39,118 shares; 2025Q2: 36,275 shares; 2025Q3: 39,386 shares; 2025Q4: 44,588 shares; 2026Q1: 42,677 shares; 2026Q2: 41,417 shares 41,417$11.6M0.29%-1,260Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,493 shares; 2024Q4: 133,040 shares; 2025Q1: 132,905 shares; 2025Q2: 128,934 shares; 2025Q3: 140,546 shares; 2025Q4: 131,178 shares; 2026Q1: 138,331 shares; 2026Q2: 148,697 shares 148,697$11.4M0.29%+10,366Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,111 shares; 2024Q4: 125,729 shares; 2025Q1: 123,992 shares; 2025Q2: 126,230 shares; 2025Q3: 128,229 shares; 2025Q4: 108,742 shares; 2026Q1: 100,840 shares; 2026Q2: 102,816 shares 102,816$11.3M0.29%+1,976Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,564 shares; 2024Q4: 57,897 shares; 2025Q1: 69,401 shares; 2025Q2: 66,621 shares; 2025Q3: 67,976 shares; 2025Q4: 68,591 shares; 2026Q1: 74,559 shares; 2026Q2: 183,824 shares 183,824$11.3M0.28%+109,265Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,145 shares; 2024Q4: 8,298 shares; 2025Q1: 8,543 shares; 2025Q2: 8,426 shares; 2025Q3: 10,849 shares; 2025Q4: 11,315 shares; 2026Q1: 11,188 shares; 2026Q2: 93,680 shares 93,680$11.2M0.28%+82,492Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,079 shares; 2024Q4: 252,653 shares; 2025Q1: 301,446 shares; 2025Q2: 297,594 shares; 2025Q3: 317,909 shares; 2025Q4: 326,676 shares; 2026Q1: 201,494 shares; 2026Q2: 209,320 shares 209,320$11.1M0.28%+7,826Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,185 shares; 2024Q4: 86,544 shares; 2025Q1: 86,951 shares; 2025Q2: 86,698 shares; 2025Q3: 77,791 shares; 2025Q4: 86,191 shares; 2026Q1: 84,822 shares; 2026Q2: 80,117 shares 80,117$11M0.28%-4,705Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,691 shares; 2024Q4: 38,730 shares; 2025Q1: 39,013 shares; 2025Q2: 39,774 shares; 2025Q3: 42,413 shares; 2025Q4: 43,207 shares; 2026Q1: 49,479 shares; 2026Q2: 45,434 shares 45,434$10.8M0.27%-4,045Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,244 shares; 2024Q4: 177,651 shares; 2025Q1: 178,494 shares; 2025Q2: 173,576 shares; 2025Q3: 168,069 shares; 2025Q4: 169,983 shares; 2026Q1: 187,719 shares; 2026Q2: 105,579 shares 105,579$10.5M0.26%-82,140Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,200 shares; 2024Q4: 11,521 shares; 2025Q1: 14,114 shares; 2025Q2: 14,466 shares; 2025Q3: 16,586 shares; 2025Q4: 17,580 shares; 2026Q1: 18,656 shares; 2026Q2: 120,138 shares 120,138$10.3M0.26%+101,482Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,152 shares; 2024Q4: 119,635 shares; 2025Q1: 167,223 shares; 2025Q2: 158,999 shares; 2025Q3: 183,326 shares; 2025Q4: 188,950 shares; 2026Q1: 194,886 shares; 2026Q2: 199,125 shares 199,125$10.2M0.26%+4,239Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,315 shares; 2024Q4: 10,449 shares; 2025Q1: 14,491 shares; 2025Q2: 19,266 shares; 2025Q3: 21,672 shares; 2025Q4: 23,150 shares; 2026Q1: 27,452 shares; 2026Q2: 21,225 shares 21,225$10.1M0.26%-6,227Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,005 shares; 2024Q4: 114,802 shares; 2025Q1: 109,414 shares; 2025Q2: 104,794 shares; 2025Q3: 104,434 shares; 2025Q4: 117,200 shares; 2026Q1: 110,611 shares; 2026Q2: 113,356 shares 113,356$9.95M0.25%+2,745Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,454 shares; 2024Q4: 73,676 shares; 2025Q1: 75,291 shares; 2025Q2: 57,433 shares; 2025Q3: 55,488 shares; 2025Q4: 52,011 shares; 2026Q1: 48,816 shares; 2026Q2: 44,442 shares 44,442$9.75M0.25%-4,374Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,730 shares; 2024Q4: 31,384 shares; 2025Q1: 30,223 shares; 2025Q2: 26,353 shares; 2025Q3: 25,209 shares; 2025Q4: 25,066 shares; 2026Q1: 30,421 shares; 2026Q2: 76,915 shares 76,915$9.6M0.24%+46,494Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,702 shares; 2024Q4: 4,114 shares; 2025Q1: 19,010 shares; 2025Q2: 20,383 shares; 2025Q3: 46,821 shares; 2025Q4: 52,759 shares; 2026Q1: 55,845 shares; 2026Q2: 58,369 shares 58,369$9.43M0.24%+2,524Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,373 shares; 2024Q4: 85,659 shares; 2025Q1: 103,109 shares; 2025Q2: 127,395 shares; 2025Q3: 120,853 shares; 2025Q4: 105,534 shares; 2026Q1: 88,975 shares; 2026Q2: 78,226 shares 78,226$9.13M0.23%-10,749Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,139 shares; 2024Q4: 54,083 shares; 2025Q1: 46,426 shares; 2025Q2: 46,646 shares; 2025Q3: 47,601 shares; 2025Q4: 49,040 shares; 2026Q1: 51,879 shares; 2026Q2: 50,908 shares 50,908$9.09M0.23%-971Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,826 shares; 2024Q4: 105,244 shares; 2025Q1: 119,093 shares; 2025Q2: 54,558 shares; 2025Q3: 45,349 shares; 2025Q4: 48,125 shares; 2026Q1: 57,276 shares; 2026Q2: 67,384 shares 67,384$8.98M0.23%+10,108Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,172 shares; 2024Q4: 135,084 shares; 2025Q1: 118,441 shares; 2025Q2: 119,642 shares; 2025Q3: 111,512 shares; 2025Q4: 126,760 shares; 2026Q1: 138,820 shares; 2026Q2: 91,857 shares 91,857$8.87M0.22%-46,963Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,605 shares; 2024Q4: 4,462 shares; 2025Q1: 8,760 shares; 2025Q2: 8,975 shares; 2025Q3: 8,895 shares; 2025Q4: 8,779 shares; 2026Q1: 8,763 shares; 2026Q2: 8,745 shares 8,745$8.84M0.22%-18Timeline
FCUSTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,467 shares; 2024Q4: 237,815 shares; 2025Q1: 182,865 shares; 2025Q2: 246,877 shares; 2025Q3: 227,869 shares; 2025Q4: 205,457 shares; 2026Q1: 195,441 shares; 2026Q2: 196,946 shares 196,946$8.83M0.22%+1,505Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,389 shares; 2024Q4: 9,803 shares; 2025Q1: 9,459 shares; 2025Q2: 8,620 shares; 2025Q3: 9,498 shares; 2025Q4: 12,466 shares; 2026Q1: 13,881 shares; 2026Q2: 12,058 shares 12,058$8.72M0.22%-1,823Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,693 shares; 2024Q4: 89,948 shares; 2025Q1: 90,557 shares; 2025Q2: 93,638 shares; 2025Q3: 98,301 shares; 2025Q4: 100,207 shares; 2026Q1: 106,796 shares; 2026Q2: 109,942 shares 109,942$8.69M0.22%+3,146Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,227 shares; 2024Q4: 31,046 shares; 2025Q1: 28,754 shares; 2025Q2: 30,164 shares; 2025Q3: 33,270 shares; 2025Q4: 33,032 shares; 2026Q1: 32,602 shares; 2026Q2: 30,272 shares 30,272$8.65M0.22%-2,330Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,522 shares; 2025Q1: 17,936 shares; 2025Q2: 18,208 shares; 2025Q3: 20,809 shares; 2025Q4: 26,233 shares; 2026Q1: 21,973 shares; 2026Q2: 19,859 shares 19,859$8.61M0.22%-2,114Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,373 shares; 2024Q4: 59,525 shares; 2025Q1: 59,353 shares; 2025Q2: 57,601 shares; 2025Q3: 52,851 shares; 2025Q4: 55,502 shares; 2026Q1: 57,629 shares; 2026Q2: 58,305 shares 58,305$8.55M0.22%+676Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,857 shares; 2024Q4: 29,681 shares; 2025Q1: 30,617 shares; 2025Q2: 34,889 shares; 2025Q3: 35,419 shares; 2025Q4: 37,578 shares; 2026Q1: 41,045 shares; 2026Q2: 46,079 shares 46,079$8.54M0.21%+5,034Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,634 shares; 2024Q4: 38,330 shares; 2025Q1: 40,064 shares; 2025Q2: 40,647 shares; 2025Q3: 40,231 shares; 2025Q4: 41,587 shares; 2026Q1: 39,817 shares; 2026Q2: 38,200 shares 38,200$8.51M0.21%-1,617Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,216 shares; 2024Q4: 113,877 shares; 2025Q1: 107,206 shares; 2025Q2: 152,007 shares; 2025Q3: 197,192 shares; 2025Q4: 219,910 shares; 2026Q1: 160,771 shares; 2026Q2: 158,908 shares 158,908$8.5M0.21%-1,863Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,809 shares; 2024Q4: 58,755 shares; 2025Q1: 64,214 shares; 2025Q2: 68,276 shares; 2025Q3: 67,675 shares; 2025Q4: 69,584 shares; 2026Q1: 80,961 shares; 2026Q2: 81,887 shares 81,887$8.45M0.21%+926Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,969 shares; 2024Q4: 69,009 shares; 2025Q1: 68,070 shares; 2025Q2: 65,053 shares; 2025Q3: 59,848 shares; 2025Q4: 118,854 shares; 2026Q1: 134,822 shares; 2026Q2: 157,801 shares 157,801$8.38M0.21%+22,979Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,584 shares; 2024Q4: 82,459 shares; 2025Q1: 81,607 shares; 2025Q2: 79,647 shares; 2025Q3: 84,846 shares; 2025Q4: 173,429 shares; 2026Q1: 188,952 shares; 2026Q2: 184,324 shares 184,324$8.36M0.21%-4,628Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,314 shares; 2024Q4: 37,989 shares; 2025Q1: 60,239 shares; 2025Q2: 107,562 shares; 2025Q3: 125,882 shares; 2025Q4: 135,196 shares; 2026Q1: 158,333 shares; 2026Q2: 175,411 shares 175,411$8.28M0.21%+17,078Timeline
FNDBSCHWAB STRATEGIC 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: 264,893 shares 264,893$8.07M0.2%newTimeline
PSFFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,826 shares; 2024Q4: 248,980 shares; 2025Q1: 255,285 shares; 2025Q2: 237,147 shares; 2025Q3: 230,405 shares; 2025Q4: 236,403 shares; 2026Q1: 238,294 shares; 2026Q2: 235,149 shares 235,149$8.07M0.2%-3,145Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,495 shares; 2024Q4: 140,855 shares; 2025Q1: 110,019 shares; 2025Q2: 103,230 shares; 2025Q3: 80,746 shares; 2025Q4: 68,647 shares; 2026Q1: 60,002 shares; 2026Q2: 58,948 shares 58,948$8.05M0.2%-1,054Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,845 shares; 2024Q4: 169,326 shares; 2025Q1: 155,003 shares; 2025Q2: 157,455 shares; 2025Q3: 164,635 shares; 2025Q4: 166,257 shares; 2026Q1: 170,652 shares; 2026Q2: 175,486 shares 175,486$7.98M0.2%+4,834Timeline
ZALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,321 shares; 2024Q4: 56,542 shares; 2025Q1: 119,674 shares; 2025Q2: 122,891 shares; 2025Q3: 154,572 shares; 2025Q4: 182,789 shares; 2026Q1: 212,860 shares; 2026Q2: 235,381 shares 235,381$7.97M0.2%+22,521Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,571 shares; 2024Q4: 210,952 shares; 2025Q1: 192,292 shares; 2025Q2: 186,353 shares; 2025Q3: 170,060 shares; 2025Q4: 193,509 shares; 2026Q1: 191,693 shares; 2026Q2: 187,124 shares 187,124$7.92M0.2%-4,569Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,204 shares; 2024Q4: 106,605 shares; 2025Q1: 114,296 shares; 2025Q2: 70,377 shares; 2025Q3: 77,941 shares; 2025Q4: 58,445 shares; 2026Q1: 58,824 shares; 2026Q2: 68,710 shares 68,710$7.89M0.2%+9,886Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,394 shares; 2024Q4: 49,688 shares; 2025Q1: 49,718 shares; 2025Q2: 50,431 shares; 2025Q3: 51,400 shares; 2025Q4: 52,699 shares; 2026Q1: 56,475 shares; 2026Q2: 57,619 shares 57,619$7.88M0.2%+1,144Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,770 shares; 2024Q4: 81,629 shares; 2025Q1: 96,600 shares; 2025Q2: 99,998 shares; 2025Q3: 106,697 shares; 2025Q4: 107,597 shares; 2026Q1: 76,980 shares; 2026Q2: 87,095 shares 87,095$7.83M0.2%+10,115Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,654 shares; 2024Q4: 186,464 shares; 2025Q1: 192,008 shares; 2025Q2: 199,295 shares; 2025Q3: 207,652 shares; 2025Q4: 207,696 shares; 2026Q1: 236,638 shares; 2026Q2: 233,265 shares 233,265$7.81M0.2%-3,373Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,017 shares; 2024Q4: 18,444 shares; 2025Q1: 21,263 shares; 2025Q2: 62,911 shares; 2025Q3: 70,764 shares; 2025Q4: 69,590 shares; 2026Q1: 78,913 shares; 2026Q2: 86,420 shares 86,420$7.79M0.2%+7,507Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,552 shares; 2024Q4: 12,589 shares; 2025Q1: 10,526 shares; 2025Q2: 10,752 shares; 2025Q3: 11,038 shares; 2025Q4: 29,264 shares; 2026Q1: 28,231 shares; 2026Q2: 30,264 shares 30,264$7.73M0.19%+2,033Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,454 shares; 2024Q4: 61,189 shares; 2025Q1: 58,270 shares; 2025Q2: 47,874 shares; 2025Q3: 48,023 shares; 2025Q4: 47,227 shares; 2026Q1: 46,374 shares; 2026Q2: 46,912 shares 46,912$7.71M0.19%+538Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,371 shares; 2024Q4: 59,002 shares; 2025Q1: 58,785 shares; 2025Q2: 54,812 shares; 2025Q3: 56,979 shares; 2025Q4: 56,817 shares; 2026Q1: 57,188 shares; 2026Q2: 279,010 shares 279,010$7.65M0.19%+221,822Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,608 shares; 2024Q4: 201,474 shares; 2025Q1: 185,920 shares; 2025Q2: 117,698 shares; 2025Q3: 97,700 shares; 2025Q4: 76,397 shares; 2026Q1: 72,054 shares; 2026Q2: 73,341 shares 73,341$7.62M0.19%+1,287Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,741 shares; 2024Q4: 156,650 shares; 2025Q1: 163,872 shares; 2025Q2: 160,927 shares; 2025Q3: 152,898 shares; 2025Q4: 150,453 shares; 2026Q1: 156,526 shares; 2026Q2: 78,604 shares 78,604$7.58M0.19%-77,922Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,686 shares; 2024Q4: 104,711 shares; 2025Q1: 101,930 shares; 2025Q2: 98,256 shares; 2025Q3: 116,476 shares; 2025Q4: 115,446 shares; 2026Q1: 114,011 shares; 2026Q2: 130,572 shares 130,572$7.44M0.19%+16,561Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,488 shares; 2024Q4: 95,549 shares; 2025Q1: 105,376 shares; 2025Q2: 105,456 shares; 2025Q3: 114,229 shares; 2025Q4: 118,029 shares; 2026Q1: 124,060 shares; 2026Q2: 119,635 shares 119,635$7.43M0.19%-4,425Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,758 shares; 2024Q4: 163,973 shares; 2025Q1: 167,249 shares; 2025Q2: 165,055 shares; 2025Q3: 182,536 shares; 2025Q4: 192,492 shares; 2026Q1: 195,873 shares; 2026Q2: 200,610 shares 200,610$7.43M0.19%+4,737Timeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 301,512 shares; 2025Q2: 286,678 shares; 2025Q3: 310,034 shares; 2025Q4: 244,196 shares; 2026Q1: 225,475 shares; 2026Q2: 353,922 shares 353,922$7.38M0.19%+128,447Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,311 shares; 2024Q4: 213,102 shares; 2025Q1: 227,110 shares; 2025Q2: 204,954 shares; 2025Q3: 190,072 shares; 2025Q4: 151,743 shares; 2026Q1: 144,283 shares; 2026Q2: 129,123 shares 129,123$7.29M0.18%-15,160Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,374 shares; 2024Q4: 55,001 shares; 2025Q1: 55,992 shares; 2025Q2: 54,395 shares; 2025Q3: 53,230 shares; 2025Q4: 53,149 shares; 2026Q1: 52,188 shares; 2026Q2: 47,200 shares 47,200$7.19M0.18%-4,988Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,242 shares; 2024Q4: 58,615 shares; 2025Q1: 59,631 shares; 2025Q2: 46,084 shares; 2025Q3: 45,689 shares; 2025Q4: 52,675 shares; 2026Q1: 53,850 shares; 2026Q2: 44,434 shares 44,434$7.05M0.18%-9,416Timeline
RSSTTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,032 shares; 2024Q4: 242,993 shares; 2025Q1: 235,896 shares; 2025Q2: 233,286 shares; 2025Q3: 224,357 shares; 2025Q4: 218,034 shares; 2026Q1: 214,100 shares; 2026Q2: 215,405 shares 215,405$7.04M0.18%+1,305Timeline
DUKQNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 198,765 shares; 2025Q1: 199,244 shares; 2025Q2: 202,571 shares; 2025Q3: 202,042 shares; 2025Q4: 208,454 shares; 2026Q1: 220,047 shares; 2026Q2: 220,883 shares 220,883$7.03M0.18%+836Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,226 shares; 2024Q4: 123,550 shares; 2025Q1: 124,554 shares; 2025Q2: 126,006 shares; 2025Q3: 144,395 shares; 2025Q4: 147,430 shares; 2026Q1: 140,467 shares; 2026Q2: 142,509 shares 142,509$7M0.18%+2,042Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,101 shares; 2024Q4: 23,408 shares; 2025Q1: 23,080 shares; 2025Q2: 23,696 shares; 2025Q3: 25,557 shares; 2025Q4: 25,558 shares; 2026Q1: 26,507 shares; 2026Q2: 28,769 shares 28,769$6.99M0.18%+2,262Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,681 shares; 2024Q4: 25,480 shares; 2025Q1: 8,254 shares; 2025Q2: 10,865 shares; 2025Q3: 25,829 shares; 2025Q4: 27,583 shares; 2026Q1: 27,023 shares; 2026Q2: 20,689 shares 20,689$6.93M0.17%-6,334Timeline
MSTBETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 155,539 shares; 2025Q1: 155,963 shares; 2025Q2: 153,750 shares; 2025Q3: 141,252 shares; 2025Q4: 145,731 shares; 2026Q1: 158,075 shares; 2026Q2: 157,934 shares 157,934$6.77M0.17%-141Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,758 shares; 2024Q4: 85,116 shares; 2025Q1: 85,654 shares; 2025Q2: 104,582 shares; 2025Q3: 98,173 shares; 2025Q4: 109,653 shares; 2026Q1: 96,955 shares; 2026Q2: 138,389 shares 138,389$6.73M0.17%+41,434Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,265 shares; 2024Q4: 29,812 shares; 2025Q1: 32,404 shares; 2025Q2: 32,690 shares; 2025Q3: 31,814 shares; 2025Q4: 32,142 shares; 2026Q1: 32,155 shares; 2026Q2: 32,153 shares 32,153$6.72M0.17%-2Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,979 shares; 2024Q4: 73,123 shares; 2025Q1: 71,249 shares; 2025Q2: 80,041 shares; 2025Q3: 66,590 shares; 2025Q4: 77,404 shares; 2026Q1: 116,764 shares; 2026Q2: 130,746 shares 130,746$6.66M0.17%+13,982Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,187 shares; 2024Q4: 32,243 shares; 2025Q1: 40,735 shares; 2025Q2: 39,448 shares; 2025Q3: 36,075 shares; 2025Q4: 33,539 shares; 2026Q1: 33,024 shares; 2026Q2: 26,378 shares 26,378$6.65M0.17%-6,646Timeline
QQWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,709 shares; 2025Q3: 216,845 shares; 2025Q4: 222,879 shares; 2026Q1: 233,206 shares; 2026Q2: 223,852 shares 223,852$6.58M0.17%-9,354Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,212 shares; 2024Q4: 20,130 shares; 2025Q1: 23,691 shares; 2025Q2: 26,980 shares; 2025Q3: 30,816 shares; 2025Q4: 35,914 shares; 2026Q1: 59,421 shares; 2026Q2: 75,177 shares 75,177$6.43M0.16%+15,756Timeline
BALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,755 shares; 2024Q4: 188,301 shares; 2025Q1: 193,778 shares; 2025Q2: 303,152 shares; 2025Q3: 265,315 shares; 2025Q4: 265,399 shares; 2026Q1: 232,629 shares; 2026Q2: 187,215 shares 187,215$6.42M0.16%-45,414Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,245 shares; 2024Q4: 33,911 shares; 2025Q1: 34,284 shares; 2025Q2: 34,878 shares; 2025Q3: 37,105 shares; 2025Q4: 40,959 shares; 2026Q1: 43,004 shares; 2026Q2: 43,508 shares 43,508$6.37M0.16%+504Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,375 shares; 2024Q4: 80,112 shares; 2025Q1: 80,219 shares; 2025Q2: 78,964 shares; 2025Q3: 75,373 shares; 2025Q4: 76,245 shares; 2026Q1: 75,009 shares; 2026Q2: 77,949 shares 77,949$6.34M0.16%+2,940Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,696 shares; 2024Q4: 47,394 shares; 2025Q1: 32,513 shares; 2025Q2: 36,465 shares; 2025Q3: 62,400 shares; 2025Q4: 64,732 shares; 2026Q1: 68,066 shares; 2026Q2: 75,777 shares 75,777$6.26M0.16%+7,711Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,139 shares; 2025Q3: 7,410 shares; 2025Q4: 7,415 shares; 2026Q1: 39,288 shares; 2026Q2: 171,369 shares 171,369$6.24M0.16%+132,081Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,435 shares; 2024Q4: 37,635 shares; 2025Q1: 44,282 shares; 2025Q2: 45,914 shares; 2025Q3: 43,374 shares; 2025Q4: 43,700 shares; 2026Q1: 54,916 shares; 2026Q2: 61,802 shares 61,802$6.23M0.16%+6,886Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,288 shares; 2024Q4: 100,259 shares; 2025Q1: 105,768 shares; 2025Q2: 109,951 shares; 2025Q3: 113,739 shares; 2025Q4: 115,913 shares; 2026Q1: 115,517 shares; 2026Q2: 103,437 shares 103,437$6.17M0.16%-12,080Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,877 shares; 2024Q4: 4,241 shares; 2025Q1: 11,105 shares; 2025Q2: 11,181 shares; 2025Q3: 9,657 shares; 2025Q4: 6,014 shares; 2026Q1: 7,550 shares; 2026Q2: 5,248 shares 5,248$6.17M0.16%-2,302Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66,245 shares; 2025Q1: 74,773 shares; 2025Q2: 100,967 shares; 2025Q3: 115,533 shares; 2025Q4: 124,057 shares; 2026Q1: 141,565 shares; 2026Q2: 162,362 shares 162,362$6.16M0.16%+20,797Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,618 shares; 2024Q4: 26,498 shares; 2025Q1: 21,198 shares; 2025Q2: 17,395 shares; 2025Q3: 20,412 shares; 2025Q4: 19,280 shares; 2026Q1: 20,148 shares; 2026Q2: 20,404 shares 20,404$6.13M0.15%+256Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,597 shares; 2024Q4: 111,366 shares; 2025Q1: 114,833 shares; 2025Q2: 126,780 shares; 2025Q3: 135,129 shares; 2025Q4: 137,682 shares; 2026Q1: 150,782 shares; 2026Q2: 73,898 shares 73,898$6.12M0.15%-76,884Timeline
SCHZSCHWAB STRATEGIC 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: 263,727 shares 263,727$6.1M0.15%newTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,989 shares; 2024Q4: 13,027 shares; 2025Q1: 16,276 shares; 2025Q2: 15,467 shares; 2025Q3: 13,706 shares; 2025Q4: 13,333 shares; 2026Q1: 13,323 shares; 2026Q2: 49,038 shares 49,038$6.09M0.15%+35,715Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,300 shares; 2024Q4: 14,897 shares; 2025Q1: 14,997 shares; 2025Q2: 16,424 shares; 2025Q3: 21,075 shares; 2025Q4: 24,763 shares; 2026Q1: 27,230 shares; 2026Q2: 28,101 shares 28,101$6.08M0.15%+871Timeline
IDEFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,702 shares; 2026Q2: 190,399 shares 190,399$6.05M0.15%+697Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,186 shares; 2024Q4: 5,572 shares; 2025Q1: 6,692 shares; 2025Q2: 7,973 shares; 2025Q3: 7,555 shares; 2025Q4: 79,537 shares; 2026Q1: 72,998 shares; 2026Q2: 84,281 shares 84,281$6.02M0.15%+11,283Timeline
IDEQLAZARD ACTIVE 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: 147,508 shares; 2026Q2: 169,655 shares 169,655$5.95M0.15%+22,147Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,672 shares; 2024Q4: 5,429 shares; 2025Q1: 5,284 shares; 2025Q2: 4,884 shares; 2025Q3: 5,688 shares; 2025Q4: 5,526 shares; 2026Q1: 8,529 shares; 2026Q2: 66,718 shares 66,718$5.87M0.15%+58,189Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,916 shares; 2024Q4: 37,227 shares; 2025Q1: 38,750 shares; 2025Q2: 39,945 shares; 2025Q3: 36,601 shares; 2025Q4: 46,968 shares; 2026Q1: 47,554 shares; 2026Q2: 45,541 shares 45,541$5.85M0.15%-2,013Timeline
KHPIMANAGED PORTFOLIO SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,146 shares; 2025Q4: 180,041 shares; 2026Q1: 208,294 shares; 2026Q2: 225,831 shares 225,831$5.83M0.15%+17,537Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,133 shares; 2024Q4: 26,191 shares; 2025Q1: 26,326 shares; 2025Q2: 27,320 shares; 2025Q3: 20,714 shares; 2025Q4: 20,607 shares; 2026Q1: 16,422 shares; 2026Q2: 17,030 shares 17,030$5.81M0.15%+608Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,071 shares; 2024Q4: 157,522 shares; 2025Q1: 174,973 shares; 2025Q2: 181,098 shares; 2025Q3: 168,913 shares; 2025Q4: 190,663 shares; 2026Q1: 147,503 shares; 2026Q2: 107,937 shares 107,937$5.79M0.15%-39,566Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,294 shares; 2024Q4: 9,950 shares; 2025Q1: 8,254 shares; 2025Q2: 11,457 shares; 2025Q3: 11,992 shares; 2025Q4: 12,483 shares; 2026Q1: 10,737 shares; 2026Q2: 11,019 shares 11,019$5.76M0.14%+282Timeline
BLCVBLACKROCK 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: 130,266 shares; 2026Q2: 138,379 shares 138,379$5.72M0.14%+8,113Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,465 shares; 2024Q4: 11,368 shares; 2025Q1: 12,974 shares; 2025Q2: 11,668 shares; 2025Q3: 12,455 shares; 2025Q4: 13,412 shares; 2026Q1: 13,789 shares; 2026Q2: 69,083 shares 69,083$5.71M0.14%+55,294Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,590 shares; 2024Q4: 28,940 shares; 2025Q1: 29,497 shares; 2025Q2: 32,679 shares; 2025Q3: 33,001 shares; 2025Q4: 32,879 shares; 2026Q1: 39,687 shares; 2026Q2: 97,870 shares 97,870$5.7M0.14%+58,183Timeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,847 shares; 2024Q4: 38,933 shares; 2025Q1: 47,280 shares; 2025Q2: 58,202 shares; 2025Q3: 77,668 shares; 2025Q4: 87,634 shares; 2026Q1: 92,437 shares; 2026Q2: 94,459 shares 94,459$5.69M0.14%+2,022Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,201 shares; 2024Q4: 67,813 shares; 2025Q1: 71,965 shares; 2025Q2: 64,903 shares; 2025Q3: 57,434 shares; 2025Q4: 59,063 shares; 2026Q1: 68,988 shares; 2026Q2: 78,957 shares 78,957$5.68M0.14%+9,969Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,064 shares; 2024Q4: 15,468 shares; 2025Q1: 16,194 shares; 2025Q2: 16,290 shares; 2025Q3: 18,522 shares; 2025Q4: 18,263 shares; 2026Q1: 19,623 shares; 2026Q2: 23,273 shares 23,273$5.64M0.14%+3,650Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,632 shares; 2024Q4: 17,424 shares; 2025Q1: 18,217 shares; 2025Q2: 16,511 shares; 2025Q3: 16,908 shares; 2025Q4: 17,042 shares; 2026Q1: 16,281 shares; 2026Q2: 16,311 shares 16,311$5.59M0.14%+30Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,094 shares; 2024Q4: 37,839 shares; 2025Q1: 39,954 shares; 2025Q2: 47,926 shares; 2025Q3: 55,502 shares; 2025Q4: 66,535 shares; 2026Q1: 46,366 shares; 2026Q2: 47,221 shares 47,221$5.55M0.14%+855Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,934 shares; 2024Q4: 43,292 shares; 2025Q1: 47,323 shares; 2025Q2: 62,337 shares; 2025Q3: 80,870 shares; 2025Q4: 95,018 shares; 2026Q1: 99,596 shares; 2026Q2: 109,555 shares 109,555$5.54M0.14%+9,959Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,918 shares; 2024Q4: 11,956 shares; 2025Q1: 13,188 shares; 2025Q2: 13,147 shares; 2025Q3: 13,265 shares; 2025Q4: 13,473 shares; 2026Q1: 12,574 shares; 2026Q2: 12,817 shares 12,817$5.46M0.14%+243Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,851 shares; 2024Q4: 9,823 shares; 2025Q1: 10,945 shares; 2025Q2: 11,290 shares; 2025Q3: 10,639 shares; 2025Q4: 13,090 shares; 2026Q1: 11,183 shares; 2026Q2: 12,563 shares 12,563$5.42M0.14%+1,380Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,975 shares; 2024Q4: 47,371 shares; 2025Q1: 43,998 shares; 2025Q2: 45,528 shares; 2025Q3: 49,913 shares; 2025Q4: 52,355 shares; 2026Q1: 54,744 shares; 2026Q2: 59,617 shares 59,617$5.4M0.14%+4,873Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,600 shares; 2024Q4: 31,248 shares; 2025Q1: 32,083 shares; 2025Q2: 42,419 shares; 2025Q3: 41,087 shares; 2025Q4: 41,393 shares; 2026Q1: 38,881 shares; 2026Q2: 39,708 shares 39,708$5.38M0.14%+827Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,927 shares; 2024Q4: 19,242 shares; 2025Q1: 11,581 shares; 2025Q2: 12,234 shares; 2025Q3: 13,063 shares; 2025Q4: 13,846 shares; 2026Q1: 22,758 shares; 2026Q2: 27,664 shares 27,664$5.3M0.13%+4,906Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,072 shares; 2024Q4: 14,591 shares; 2025Q1: 15,048 shares; 2025Q2: 15,631 shares; 2025Q3: 16,398 shares; 2025Q4: 15,111 shares; 2026Q1: 14,518 shares; 2026Q2: 12,723 shares 12,723$5.29M0.13%-1,795Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,340 shares; 2024Q4: 54,226 shares; 2025Q1: 53,493 shares; 2025Q2: 56,709 shares; 2025Q3: 54,837 shares; 2025Q4: 54,956 shares; 2026Q1: 54,303 shares; 2026Q2: 54,264 shares 54,264$5.23M0.13%-39Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,114 shares; 2024Q4: 109,579 shares; 2025Q1: 110,189 shares; 2025Q2: 113,530 shares; 2025Q3: 104,447 shares; 2025Q4: 129,012 shares; 2026Q1: 124,208 shares; 2026Q2: 106,906 shares 106,906$5.15M0.13%-17,302Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,963 shares; 2024Q4: 47,413 shares; 2025Q1: 39,139 shares; 2025Q2: 35,962 shares; 2025Q3: 48,503 shares; 2025Q4: 58,063 shares; 2026Q1: 38,471 shares; 2026Q2: 36,815 shares 36,815$5.14M0.13%-1,656Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,135 shares; 2024Q4: 38,560 shares; 2025Q1: 50,606 shares; 2025Q2: 39,449 shares; 2025Q3: 44,321 shares; 2025Q4: 65,443 shares; 2026Q1: 84,954 shares; 2026Q2: 75,088 shares 75,088$5.11M0.13%-9,866Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,523 shares; 2024Q4: 46,515 shares; 2025Q1: 44,218 shares; 2025Q2: 41,163 shares; 2025Q3: 37,970 shares; 2025Q4: 38,100 shares; 2026Q1: 39,660 shares; 2026Q2: 40,177 shares 40,177$5.09M0.13%+517Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,633 shares; 2024Q4: 18,402 shares; 2025Q1: 16,966 shares; 2025Q2: 15,719 shares; 2025Q3: 14,504 shares; 2025Q4: 17,992 shares; 2026Q1: 17,240 shares; 2026Q2: 14,019 shares 14,019$5.08M0.13%-3,221Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,553 shares; 2024Q4: 151,530 shares; 2025Q1: 180,092 shares; 2025Q2: 165,925 shares; 2025Q3: 156,205 shares; 2025Q4: 166,073 shares; 2026Q1: 171,573 shares; 2026Q2: 210,735 shares 210,735$5.07M0.13%+39,162Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,095 shares; 2024Q4: 41,508 shares; 2025Q1: 42,674 shares; 2025Q2: 45,268 shares; 2025Q3: 48,602 shares; 2025Q4: 49,694 shares; 2026Q1: 53,106 shares; 2026Q2: 64,719 shares 64,719$5.04M0.13%+11,613Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,488 shares; 2024Q4: 41,052 shares; 2025Q1: 41,930 shares; 2025Q2: 43,790 shares; 2025Q3: 44,988 shares; 2025Q4: 44,271 shares; 2026Q1: 44,579 shares; 2026Q2: 45,720 shares 45,720$5.01M0.13%+1,141Timeline
LSTMANAGED PORTFOLIO SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,901 shares; 2026Q1: 102,460 shares; 2026Q2: 105,920 shares 105,920$4.95M0.12%+3,460Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,865 shares; 2024Q4: 18,478 shares; 2025Q1: 18,832 shares; 2025Q2: 20,176 shares; 2025Q3: 21,680 shares; 2025Q4: 22,404 shares; 2026Q1: 21,464 shares; 2026Q2: 21,440 shares 21,440$4.91M0.12%-24Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,598 shares; 2024Q4: 9,575 shares; 2025Q1: 9,431 shares; 2025Q2: 9,808 shares; 2025Q3: 11,510 shares; 2025Q4: 9,257 shares; 2026Q1: 8,756 shares; 2026Q2: 9,330 shares 9,330$4.79M0.12%+574Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,861 shares; 2024Q4: 18,554 shares; 2025Q1: 19,017 shares; 2025Q2: 18,061 shares; 2025Q3: 18,251 shares; 2025Q4: 18,813 shares; 2026Q1: 23,882 shares; 2026Q2: 24,219 shares 24,219$4.79M0.12%+337Timeline
BFRZINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,033 shares; 2025Q3: 172,463 shares; 2025Q4: 168,795 shares; 2026Q1: 173,818 shares; 2026Q2: 175,756 shares 175,756$4.75M0.12%+1,938Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,576 shares; 2024Q4: 36,660 shares; 2025Q1: 33,788 shares; 2025Q2: 28,843 shares; 2025Q3: 25,786 shares; 2025Q4: 26,811 shares; 2026Q1: 27,033 shares; 2026Q2: 29,969 shares 29,969$4.74M0.12%+2,936Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,298 shares; 2024Q4: 95,231 shares; 2025Q1: 170,622 shares; 2025Q2: 155,309 shares; 2025Q3: 116,596 shares; 2025Q4: 114,409 shares; 2026Q1: 157,884 shares; 2026Q2: 159,261 shares 159,261$4.73M0.12%+1,377Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,818 shares; 2024Q4: 8,978 shares; 2025Q1: 14,191 shares; 2025Q2: 16,201 shares; 2025Q3: 18,400 shares; 2025Q4: 18,275 shares; 2026Q1: 19,415 shares; 2026Q2: 20,574 shares 20,574$4.64M0.12%+1,159Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,435 shares; 2024Q4: 19,259 shares; 2025Q1: 19,580 shares; 2025Q2: 20,599 shares; 2025Q3: 20,245 shares; 2025Q4: 17,518 shares; 2026Q1: 16,859 shares; 2026Q2: 17,159 shares 17,159$4.64M0.12%+300Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,718 shares; 2024Q4: 31,012 shares; 2025Q1: 31,895 shares; 2025Q2: 26,893 shares; 2025Q3: 24,781 shares; 2025Q4: 24,593 shares; 2026Q1: 24,622 shares; 2026Q2: 24,436 shares 24,436$4.64M0.12%-186Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,725 shares; 2024Q4: 17,303 shares; 2025Q1: 17,983 shares; 2025Q2: 16,790 shares; 2025Q3: 20,140 shares; 2025Q4: 20,663 shares; 2026Q1: 20,899 shares; 2026Q2: 20,982 shares 20,982$4.63M0.12%+83Timeline
LQDALIQUIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,095 shares; 2024Q4: 65,210 shares; 2025Q1: 65,275 shares; 2025Q2: 69,185 shares; 2025Q3: 70,935 shares; 2025Q4: 63,030 shares; 2026Q1: 60,085 shares; 2026Q2: 57,590 shares 57,590$4.59M0.12%-2,495Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,281 shares; 2025Q3: 41,432 shares; 2025Q4: 52,391 shares; 2026Q1: 117,049 shares; 2026Q2: 139,127 shares 139,127$4.59M0.12%+22,078Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,672 shares; 2024Q4: 8,428 shares; 2025Q1: 8,373 shares; 2025Q2: 8,783 shares; 2025Q3: 9,922 shares; 2025Q4: 7,630 shares; 2026Q1: 6,984 shares; 2026Q2: 7,212 shares 7,212$4.57M0.12%+228Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,705 shares; 2024Q4: 64,138 shares; 2025Q1: 65,908 shares; 2025Q2: 60,582 shares; 2025Q3: 63,156 shares; 2025Q4: 72,023 shares; 2026Q1: 80,055 shares; 2026Q2: 90,263 shares 90,263$4.57M0.12%+10,208Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,325 shares; 2024Q4: 10,651 shares; 2025Q1: 10,846 shares; 2025Q2: 10,517 shares; 2025Q3: 10,534 shares; 2025Q4: 10,610 shares; 2026Q1: 12,029 shares; 2026Q2: 13,357 shares 13,357$4.52M0.11%+1,328Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,915 shares; 2024Q4: 47,492 shares; 2025Q1: 50,552 shares; 2025Q2: 44,882 shares; 2025Q3: 45,328 shares; 2025Q4: 45,336 shares; 2026Q1: 41,989 shares; 2026Q2: 51,704 shares 51,704$4.47M0.11%+9,715Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,981 shares; 2024Q4: 55,481 shares; 2025Q1: 83,611 shares; 2025Q2: 86,925 shares; 2025Q3: 88,465 shares; 2025Q4: 108,665 shares; 2026Q1: 119,257 shares; 2026Q2: 88,367 shares 88,367$4.47M0.11%-30,890Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,306 shares; 2024Q4: 55,203 shares; 2025Q1: 66,619 shares; 2025Q2: 73,498 shares; 2025Q3: 68,086 shares; 2025Q4: 77,789 shares; 2026Q1: 77,418 shares; 2026Q2: 76,251 shares 76,251$4.39M0.11%-1,167Timeline
TCAFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,307 shares; 2025Q1: 79,469 shares; 2025Q2: 89,730 shares; 2025Q3: 97,627 shares; 2025Q4: 112,172 shares; 2026Q1: 119,709 shares; 2026Q2: 105,872 shares 105,872$4.35M0.11%-13,837Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,129 shares; 2024Q4: 90,641 shares; 2025Q1: 126,890 shares; 2025Q2: 125,657 shares; 2025Q3: 96,277 shares; 2025Q4: 101,026 shares; 2026Q1: 87,800 shares; 2026Q2: 92,715 shares 92,715$4.35M0.11%+4,915Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,757 shares; 2024Q4: 38,943 shares; 2025Q1: 38,932 shares; 2025Q2: 39,654 shares; 2025Q3: 39,966 shares; 2025Q4: 41,792 shares; 2026Q1: 44,884 shares; 2026Q2: 45,097 shares 45,097$4.35M0.11%+213Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,965 shares; 2024Q4: 18,561 shares; 2025Q1: 20,065 shares; 2025Q2: 16,935 shares; 2025Q3: 14,716 shares; 2025Q4: 16,778 shares; 2026Q1: 17,396 shares; 2026Q2: 11,620 shares 11,620$4.34M0.11%-5,776Timeline
BEBLOOM ENERGY 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: 5,025 shares; 2025Q4: not reported; 2026Q1: 23,834 shares; 2026Q2: 14,267 shares 14,267$4.32M0.11%-9,567Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,999 shares; 2024Q4: 20,960 shares; 2025Q1: 21,327 shares; 2025Q2: 23,850 shares; 2025Q3: 25,845 shares; 2025Q4: 26,628 shares; 2026Q1: 43,629 shares; 2026Q2: 48,052 shares 48,052$4.28M0.11%+4,423Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,572 shares; 2024Q4: 98,120 shares; 2025Q1: 98,281 shares; 2025Q2: 91,132 shares; 2025Q3: 69,609 shares; 2025Q4: 68,956 shares; 2026Q1: 101,163 shares; 2026Q2: 70,411 shares 70,411$4.21M0.11%-30,752Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,231 shares; 2024Q4: 49,431 shares; 2025Q1: 53,212 shares; 2025Q2: 56,835 shares; 2025Q3: 56,831 shares; 2025Q4: 57,606 shares; 2026Q1: 62,097 shares; 2026Q2: 50,675 shares 50,675$4.19M0.11%-11,422Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,082 shares; 2024Q4: 87,816 shares; 2025Q1: 112,460 shares; 2025Q2: 98,027 shares; 2025Q3: 73,289 shares; 2025Q4: 78,720 shares; 2026Q1: 80,267 shares; 2026Q2: 83,742 shares 83,742$4.15M0.1%+3,475Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,218 shares; 2024Q4: 13,062 shares; 2025Q1: 11,671 shares; 2025Q2: 13,191 shares; 2025Q3: 11,842 shares; 2025Q4: 13,907 shares; 2026Q1: 10,396 shares; 2026Q2: 11,345 shares 11,345$4.14M0.1%+949Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,351 shares; 2024Q4: 29,835 shares; 2025Q1: 36,346 shares; 2025Q2: 33,309 shares; 2025Q3: 33,532 shares; 2025Q4: 31,502 shares; 2026Q1: 28,918 shares; 2026Q2: 28,227 shares 28,227$4.14M0.1%-691Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,738 shares; 2024Q4: 14,203 shares; 2025Q1: 15,590 shares; 2025Q2: 17,019 shares; 2025Q3: 18,841 shares; 2025Q4: 19,220 shares; 2026Q1: 18,683 shares; 2026Q2: 39,996 shares 39,996$4.12M0.1%+21,313Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,046 shares; 2025Q3: 76,315 shares; 2025Q4: 81,061 shares; 2026Q1: 83,733 shares; 2026Q2: 76,188 shares 76,188$4.08M0.1%-7,545Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544 shares; 2024Q4: 598 shares; 2025Q1: 856 shares; 2025Q2: 959 shares; 2025Q3: 1,601 shares; 2025Q4: 2,537 shares; 2026Q1: 3,024 shares; 2026Q2: 2,038 shares 2,038$4.05M0.1%-986Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,299 shares; 2024Q4: 19,170 shares; 2025Q1: 21,488 shares; 2025Q2: 21,334 shares; 2025Q3: 22,350 shares; 2025Q4: 24,017 shares; 2026Q1: 24,262 shares; 2026Q2: 24,464 shares 24,464$4.03M0.1%+202Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,346 shares; 2024Q4: 22,529 shares; 2025Q1: 26,692 shares; 2025Q2: 30,382 shares; 2025Q3: 29,463 shares; 2025Q4: 32,023 shares; 2026Q1: 33,304 shares; 2026Q2: 36,363 shares 36,363$4.01M0.1%+3,059Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,879 shares; 2024Q4: 11,731 shares; 2025Q1: 11,702 shares; 2025Q2: 12,488 shares; 2025Q3: 14,305 shares; 2025Q4: 13,333 shares; 2026Q1: 13,022 shares; 2026Q2: 13,164 shares 13,164$3.92M0.1%+142Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,217 shares; 2024Q4: 46,268 shares; 2025Q1: 60,898 shares; 2025Q2: 60,377 shares; 2025Q3: 60,368 shares; 2025Q4: 64,042 shares; 2026Q1: 60,457 shares; 2026Q2: 63,195 shares 63,195$3.92M0.1%+2,738Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,552 shares; 2024Q4: 16,432 shares; 2025Q1: 15,943 shares; 2025Q2: 21,074 shares; 2025Q3: 65,220 shares; 2025Q4: 76,827 shares; 2026Q1: 66,343 shares; 2026Q2: 56,695 shares 56,695$3.91M0.1%-9,648Timeline
FJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,422 shares; 2026Q2: 70,514 shares 70,514$3.88M0.1%+92Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,912 shares; 2024Q4: 132,706 shares; 2025Q1: 125,060 shares; 2025Q2: 117,858 shares; 2025Q3: 94,523 shares; 2025Q4: 90,725 shares; 2026Q1: 90,555 shares; 2026Q2: 36,079 shares 36,079$3.88M0.1%-54,476Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,252 shares; 2024Q4: 56,012 shares; 2025Q1: 52,778 shares; 2025Q2: 47,576 shares; 2025Q3: 42,459 shares; 2025Q4: 42,156 shares; 2026Q1: 40,463 shares; 2026Q2: 40,567 shares 40,567$3.88M0.1%+104Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,134 shares; 2024Q4: 48,566 shares; 2025Q1: 47,928 shares; 2025Q2: 45,901 shares; 2025Q3: 45,397 shares; 2025Q4: 45,925 shares; 2026Q1: 47,018 shares; 2026Q2: 46,154 shares 46,154$3.87M0.1%-864Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,570 shares; 2024Q4: 65,675 shares; 2025Q1: 66,277 shares; 2025Q2: 74,782 shares; 2025Q3: 75,287 shares; 2025Q4: 75,178 shares; 2026Q1: 76,004 shares; 2026Q2: 76,911 shares 76,911$3.81M0.1%+907Timeline
FLRTPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,692 shares; 2024Q4: 28,380 shares; 2025Q1: 29,337 shares; 2025Q2: 106,758 shares; 2025Q3: 97,401 shares; 2025Q4: 106,960 shares; 2026Q1: 102,063 shares; 2026Q2: 81,681 shares 81,681$3.81M0.1%-20,382Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,636 shares; 2024Q4: 4,947 shares; 2025Q1: 5,092 shares; 2025Q2: 5,036 shares; 2025Q3: 5,010 shares; 2025Q4: 4,963 shares; 2026Q1: 5,101 shares; 2026Q2: 5,384 shares 5,384$3.79M0.1%+283Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,771 shares; 2024Q4: 75,142 shares; 2025Q1: 75,201 shares; 2025Q2: 55,912 shares; 2025Q3: 45,170 shares; 2025Q4: 40,796 shares; 2026Q1: 40,520 shares; 2026Q2: 40,178 shares 40,178$3.77M0.1%-342Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,625 shares; 2024Q4: 9,234 shares; 2025Q1: 8,583 shares; 2025Q2: 8,177 shares; 2025Q3: 12,879 shares; 2025Q4: 12,730 shares; 2026Q1: 12,232 shares; 2026Q2: 12,558 shares 12,558$3.75M0.09%+326Timeline
SNTHTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,870 shares; 2026Q2: 126,161 shares 126,161$3.75M0.09%+2,291Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,778 shares; 2024Q4: 28,905 shares; 2025Q1: 43,893 shares; 2025Q2: 56,340 shares; 2025Q3: 69,322 shares; 2025Q4: 73,690 shares; 2026Q1: 98,305 shares; 2026Q2: 168,176 shares 168,176$3.75M0.09%+69,871Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,014 shares; 2024Q4: 10,049 shares; 2025Q1: 10,421 shares; 2025Q2: 8,020 shares; 2025Q3: 7,233 shares; 2025Q4: 7,015 shares; 2026Q1: 7,363 shares; 2026Q2: 7,234 shares 7,234$3.69M0.09%-129Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,744 shares; 2024Q4: 14,713 shares; 2025Q1: 17,894 shares; 2025Q2: 19,466 shares; 2025Q3: 20,211 shares; 2025Q4: 21,503 shares; 2026Q1: 20,465 shares; 2026Q2: 21,571 shares 21,571$3.67M0.09%+1,106Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,547 shares; 2024Q4: 31,636 shares; 2025Q1: 30,710 shares; 2025Q2: 29,519 shares; 2025Q3: 31,896 shares; 2025Q4: 31,152 shares; 2026Q1: 32,868 shares; 2026Q2: 33,457 shares 33,457$3.66M0.09%+589Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,844 shares; 2024Q4: 13,878 shares; 2025Q1: 16,832 shares; 2025Q2: 18,861 shares; 2025Q3: 18,690 shares; 2025Q4: 26,781 shares; 2026Q1: 36,722 shares; 2026Q2: 33,991 shares 33,991$3.65M0.09%-2,731Timeline
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: 21,255 shares 21,255$3.63M0.09%newTimeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,758 shares; 2024Q4: 21,071 shares; 2025Q1: 22,066 shares; 2025Q2: 23,510 shares; 2025Q3: 24,096 shares; 2025Q4: 31,059 shares; 2026Q1: 29,786 shares; 2026Q2: 34,924 shares 34,924$3.57M0.09%+5,138Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,947 shares; 2024Q4: 51,764 shares; 2025Q1: 53,726 shares; 2025Q2: 42,214 shares; 2025Q3: 35,481 shares; 2025Q4: 34,011 shares; 2026Q1: 32,455 shares; 2026Q2: 31,423 shares 31,423$3.55M0.09%-1,032Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,272 shares; 2024Q4: 5,198 shares; 2025Q1: 5,219 shares; 2025Q2: 10,010 shares; 2025Q3: 10,096 shares; 2025Q4: 10,499 shares; 2026Q1: 10,605 shares; 2026Q2: 10,468 shares 10,468$3.55M0.09%-137Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,825 shares; 2024Q4: 25,474 shares; 2025Q1: 28,646 shares; 2025Q2: 29,449 shares; 2025Q3: 39,156 shares; 2025Q4: 39,653 shares; 2026Q1: 59,287 shares; 2026Q2: 101,528 shares 101,528$3.53M0.09%+42,241Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,517 shares; 2024Q4: 64,268 shares; 2025Q1: 67,556 shares; 2025Q2: 51,496 shares; 2025Q3: 49,601 shares; 2025Q4: 49,318 shares; 2026Q1: 53,259 shares; 2026Q2: 42,303 shares 42,303$3.51M0.09%-10,956Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,473 shares; 2024Q4: 23,220 shares; 2025Q1: 22,955 shares; 2025Q2: 21,220 shares; 2025Q3: 23,021 shares; 2025Q4: 22,545 shares; 2026Q1: 20,883 shares; 2026Q2: 18,891 shares 18,891$3.49M0.09%-1,992Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,752 shares; 2024Q4: 166,984 shares; 2025Q1: 183,555 shares; 2025Q2: 179,951 shares; 2025Q3: 164,632 shares; 2025Q4: 174,392 shares; 2026Q1: 80,165 shares; 2026Q2: 71,822 shares 71,822$3.48M0.09%-8,343Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,725 shares; 2024Q4: 39,710 shares; 2025Q1: 35,635 shares; 2025Q2: 58,327 shares; 2025Q3: 56,193 shares; 2025Q4: 34,739 shares; 2026Q1: 60,716 shares; 2026Q2: 54,839 shares 54,839$3.45M0.09%-5,877Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,513 shares; 2024Q4: 24,592 shares; 2025Q1: 26,055 shares; 2025Q2: 26,924 shares; 2025Q3: 27,643 shares; 2025Q4: 30,361 shares; 2026Q1: 47,607 shares; 2026Q2: 46,829 shares 46,829$3.44M0.09%-778Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,305 shares; 2024Q4: 15,496 shares; 2025Q1: 17,223 shares; 2025Q2: 17,368 shares; 2025Q3: 16,912 shares; 2025Q4: 33,982 shares; 2026Q1: 35,031 shares; 2026Q2: 28,795 shares 28,795$3.38M0.09%-6,236Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,431 shares; 2024Q4: 11,844 shares; 2025Q1: 12,675 shares; 2025Q2: 11,738 shares; 2025Q3: 6,651 shares; 2025Q4: 9,461 shares; 2026Q1: 10,747 shares; 2026Q2: 14,126 shares 14,126$3.36M0.08%+3,379Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,526 shares; 2024Q4: 81,040 shares; 2025Q1: 90,292 shares; 2025Q2: 89,753 shares; 2025Q3: 94,276 shares; 2025Q4: 93,041 shares; 2026Q1: 135,452 shares; 2026Q2: 141,736 shares 141,736$3.35M0.08%+6,284Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,550 shares; 2024Q4: 9,502 shares; 2025Q1: 8,426 shares; 2025Q2: 11,183 shares; 2025Q3: 9,431 shares; 2025Q4: 9,929 shares; 2026Q1: 8,779 shares; 2026Q2: 11,198 shares 11,198$3.34M0.08%+2,419Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,519 shares; 2024Q4: 75,905 shares; 2025Q1: 46,984 shares; 2025Q2: 46,843 shares; 2025Q3: 45,893 shares; 2025Q4: 66,050 shares; 2026Q1: 62,891 shares; 2026Q2: 63,200 shares 63,200$3.33M0.08%+309Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,038 shares; 2024Q4: 4,139 shares; 2025Q1: 4,190 shares; 2025Q2: 4,971 shares; 2025Q3: 5,365 shares; 2025Q4: 5,599 shares; 2026Q1: 7,684 shares; 2026Q2: 7,818 shares 7,818$3.33M0.08%+134Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,919 shares; 2024Q4: 56,277 shares; 2025Q1: 41,936 shares; 2025Q2: 33,247 shares; 2025Q3: 31,258 shares; 2025Q4: 30,504 shares; 2026Q1: 29,046 shares; 2026Q2: 28,292 shares 28,292$3.32M0.08%-754Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,860 shares; 2024Q4: 64,138 shares; 2025Q1: 71,439 shares; 2025Q2: 73,531 shares; 2025Q3: 77,892 shares; 2025Q4: 86,756 shares; 2026Q1: 90,777 shares; 2026Q2: 113,500 shares 113,500$3.32M0.08%+22,723Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,200 shares; 2024Q4: 12,909 shares; 2025Q1: 13,943 shares; 2025Q2: 45,771 shares; 2025Q3: 59,681 shares; 2025Q4: 61,329 shares; 2026Q1: 63,639 shares; 2026Q2: 64,928 shares 64,928$3.31M0.08%+1,289Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,306 shares; 2024Q4: 368,084 shares; 2025Q1: 385,605 shares; 2025Q2: 334,713 shares; 2025Q3: 288,791 shares; 2025Q4: 275,279 shares; 2026Q1: 292,758 shares; 2026Q2: 238,084 shares 238,084$3.31M0.08%-54,674Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,289 shares; 2024Q4: 198,903 shares; 2025Q1: 198,019 shares; 2025Q2: 117,320 shares; 2025Q3: 106,638 shares; 2025Q4: 86,082 shares; 2026Q1: 86,916 shares; 2026Q2: 88,932 shares 88,932$3.29M0.08%+2,016Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,884 shares; 2024Q4: 7,667 shares; 2025Q1: 7,157 shares; 2025Q2: 6,980 shares; 2025Q3: 30,569 shares; 2025Q4: 31,037 shares; 2026Q1: 30,938 shares; 2026Q2: 30,418 shares 30,418$3.28M0.08%-520Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,571 shares; 2024Q4: 16,953 shares; 2025Q1: 15,432 shares; 2025Q2: 14,656 shares; 2025Q3: 14,575 shares; 2025Q4: 15,611 shares; 2026Q1: 15,379 shares; 2026Q2: 17,366 shares 17,366$3.27M0.08%+1,987Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,024 shares; 2024Q4: 51,724 shares; 2025Q1: 75,688 shares; 2025Q2: 77,264 shares; 2025Q3: 59,453 shares; 2025Q4: 57,393 shares; 2026Q1: 59,243 shares; 2026Q2: 62,949 shares 62,949$3.26M0.08%+3,706Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,340 shares; 2024Q4: 39,668 shares; 2025Q1: 51,816 shares; 2025Q2: 54,756 shares; 2025Q3: 63,961 shares; 2025Q4: 58,143 shares; 2026Q1: 50,658 shares; 2026Q2: 45,177 shares 45,177$3.26M0.08%-5,481Timeline
AFLGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,295 shares; 2025Q2: 133,772 shares; 2025Q3: 130,889 shares; 2025Q4: 117,625 shares; 2026Q1: 73,859 shares; 2026Q2: 74,527 shares 74,527$3.24M0.08%+668Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,996 shares; 2024Q4: 25,702 shares; 2025Q1: 23,065 shares; 2025Q2: 20,712 shares; 2025Q3: 20,526 shares; 2025Q4: 21,958 shares; 2026Q1: 21,684 shares; 2026Q2: 20,580 shares 20,580$3.22M0.08%-1,104Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,054 shares; 2024Q4: 14,063 shares; 2025Q1: 17,305 shares; 2025Q2: 17,400 shares; 2025Q3: 11,038 shares; 2025Q4: 11,585 shares; 2026Q1: 11,546 shares; 2026Q2: 20,968 shares 20,968$3.22M0.08%+9,422Timeline
XHLFBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,862 shares; 2024Q4: 142,103 shares; 2025Q1: 153,449 shares; 2025Q2: 160,433 shares; 2025Q3: 156,937 shares; 2025Q4: 155,773 shares; 2026Q1: 156,840 shares; 2026Q2: 63,786 shares 63,786$3.21M0.08%-93,054Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,254 shares; 2025Q1: 11,281 shares; 2025Q2: 15,299 shares; 2025Q3: 25,661 shares; 2025Q4: 16,188 shares; 2026Q1: 14,917 shares; 2026Q2: 18,815 shares 18,815$3.2M0.08%+3,898Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,693 shares; 2024Q4: 10,191 shares; 2025Q1: 9,593 shares; 2025Q2: 8,004 shares; 2025Q3: 8,209 shares; 2025Q4: 4,973 shares; 2026Q1: 4,856 shares; 2026Q2: 9,627 shares 9,627$3.18M0.08%+4,771Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,908 shares; 2024Q4: 10,874 shares; 2025Q1: 10,815 shares; 2025Q2: 9,991 shares; 2025Q3: 11,654 shares; 2025Q4: 19,128 shares; 2026Q1: 29,650 shares; 2026Q2: 33,259 shares 33,259$3.17M0.08%+3,609Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,958 shares; 2024Q4: 147,991 shares; 2025Q1: 163,519 shares; 2025Q2: 153,308 shares; 2025Q3: 148,265 shares; 2025Q4: 163,477 shares; 2026Q1: 158,119 shares; 2026Q2: 171,155 shares 171,155$3.17M0.08%+13,036Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,706 shares; 2024Q4: 10,997 shares; 2025Q1: 9,668 shares; 2025Q2: 9,537 shares; 2025Q3: 10,309 shares; 2025Q4: 10,540 shares; 2026Q1: 11,486 shares; 2026Q2: 20,903 shares 20,903$3.17M0.08%+9,417Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,036 shares; 2024Q4: 22,714 shares; 2025Q1: 21,715 shares; 2025Q2: 17,951 shares; 2025Q3: 14,351 shares; 2025Q4: 17,843 shares; 2026Q1: 17,154 shares; 2026Q2: 17,482 shares 17,482$3.16M0.08%+328Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,548 shares; 2024Q4: 8,387 shares; 2025Q1: 8,224 shares; 2025Q2: 8,401 shares; 2025Q3: 7,885 shares; 2025Q4: 8,705 shares; 2026Q1: 8,044 shares; 2026Q2: 7,940 shares 7,940$3.16M0.08%-104Timeline
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: 14,251 shares 14,251$3.15M0.08%newTimeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,186 shares; 2024Q4: 376,037 shares; 2025Q1: 377,633 shares; 2025Q2: 380,281 shares; 2025Q3: 242,303 shares; 2025Q4: 244,377 shares; 2026Q1: 260,198 shares; 2026Q2: 174,163 shares 174,163$3.11M0.08%-86,035Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027 shares; 2024Q4: 882 shares; 2025Q1: 1,346 shares; 2025Q2: 3,175 shares; 2025Q3: 5,076 shares; 2025Q4: 5,478 shares; 2026Q1: 2,153 shares; 2026Q2: 4,280 shares 4,280$3.08M0.08%+2,127Timeline
WCPBNORTHERN LTS FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,158 shares; 2025Q4: 125,785 shares; 2026Q1: 129,647 shares; 2026Q2: 120,884 shares 120,884$3.06M0.08%-8,763Timeline
SPYINEOS 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: 9,320 shares; 2025Q4: 40,621 shares; 2026Q1: 55,233 shares; 2026Q2: 57,525 shares 57,525$3.05M0.08%+2,292Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,170 shares; 2024Q4: 1,180 shares; 2025Q1: 1,209 shares; 2025Q2: 11,884 shares; 2025Q3: 15,615 shares; 2025Q4: 18,006 shares; 2026Q1: 14,795 shares; 2026Q2: 15,129 shares 15,129$3.04M0.08%+334Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,733 shares; 2024Q4: 31,903 shares; 2025Q1: 32,045 shares; 2025Q2: 31,615 shares; 2025Q3: 31,836 shares; 2025Q4: 33,421 shares; 2026Q1: 34,372 shares; 2026Q2: 39,672 shares 39,672$3.03M0.08%+5,300Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,309 shares; 2024Q4: 8,938 shares; 2025Q1: 8,613 shares; 2025Q2: 10,248 shares; 2025Q3: 10,592 shares; 2025Q4: 10,868 shares; 2026Q1: 16,321 shares; 2026Q2: 16,490 shares 16,490$3.01M0.08%+169Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,876 shares; 2025Q3: 14,766 shares; 2025Q4: 16,039 shares; 2026Q1: 15,999 shares; 2026Q2: 20,942 shares 20,942$3M0.08%+4,943Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,487 shares; 2024Q4: 71,735 shares; 2025Q1: 72,102 shares; 2025Q2: 82,100 shares; 2025Q3: 75,512 shares; 2025Q4: 64,629 shares; 2026Q1: 63,240 shares; 2026Q2: 59,256 shares 59,256$3M0.08%-3,984Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,003 shares; 2024Q4: 25,620 shares; 2025Q1: 22,873 shares; 2025Q2: 24,014 shares; 2025Q3: 24,401 shares; 2025Q4: 23,720 shares; 2026Q1: 17,374 shares; 2026Q2: 18,891 shares 18,891$2.96M0.07%+1,517Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,727 shares; 2024Q4: 37,719 shares; 2025Q1: 38,068 shares; 2025Q2: 43,288 shares; 2025Q3: 44,010 shares; 2025Q4: 41,933 shares; 2026Q1: 41,854 shares; 2026Q2: 42,331 shares 42,331$2.96M0.07%+477Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,319 shares; 2024Q4: 9,355 shares; 2025Q1: 9,631 shares; 2025Q2: 26,153 shares; 2025Q3: 60,508 shares; 2025Q4: 68,804 shares; 2026Q1: 74,377 shares; 2026Q2: 73,634 shares 73,634$2.95M0.07%-743Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,864 shares; 2024Q4: 5,893 shares; 2025Q1: 5,814 shares; 2025Q2: 6,364 shares; 2025Q3: 6,070 shares; 2025Q4: 6,205 shares; 2026Q1: 6,291 shares; 2026Q2: 5,800 shares 5,800$2.95M0.07%-491Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,659 shares; 2024Q4: 10,689 shares; 2025Q1: 13,178 shares; 2025Q2: 13,376 shares; 2025Q3: 13,188 shares; 2025Q4: 13,272 shares; 2026Q1: 12,907 shares; 2026Q2: 13,221 shares 13,221$2.92M0.07%+314Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,859 shares; 2024Q4: 43,550 shares; 2025Q1: 44,934 shares; 2025Q2: 44,278 shares; 2025Q3: 41,256 shares; 2025Q4: 27,271 shares; 2026Q1: 26,423 shares; 2026Q2: 51,594 shares 51,594$2.9M0.07%+25,171Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 772 shares; 2025Q1: 812 shares; 2025Q2: 846 shares; 2025Q3: 1,649 shares; 2025Q4: 1,355 shares; 2026Q1: 1,625 shares; 2026Q2: 9,547 shares 9,547$2.88M0.07%+7,922Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,103 shares; 2024Q4: 6,050 shares; 2025Q1: 5,365 shares; 2025Q2: 8,366 shares; 2025Q3: 8,171 shares; 2025Q4: 7,980 shares; 2026Q1: 7,959 shares; 2026Q2: 8,129 shares 8,129$2.88M0.07%+170Timeline
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: 12,859 shares 12,859$2.88M0.07%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,703 shares; 2024Q4: 4,783 shares; 2025Q1: 2,922 shares; 2025Q2: 2,722 shares; 2025Q3: 3,735 shares; 2025Q4: 16,071 shares; 2026Q1: 18,765 shares; 2026Q2: 28,720 shares 28,720$2.85M0.07%+9,955Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,843 shares; 2024Q4: 39,892 shares; 2025Q1: 43,296 shares; 2025Q2: 44,062 shares; 2025Q3: 43,162 shares; 2025Q4: 42,366 shares; 2026Q1: 42,420 shares; 2026Q2: 36,376 shares 36,376$2.85M0.07%-6,044Timeline
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: 670 shares; 2026Q2: 1,244 shares 1,244$2.83M0.07%+574Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,240 shares; 2024Q4: 22,718 shares; 2025Q1: 22,471 shares; 2025Q2: 21,763 shares; 2025Q3: 23,233 shares; 2025Q4: 23,389 shares; 2026Q1: 23,465 shares; 2026Q2: 32,043 shares 32,043$2.82M0.07%+8,578Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,160 shares; 2024Q4: 143,223 shares; 2025Q1: 141,729 shares; 2025Q2: 126,733 shares; 2025Q3: 128,741 shares; 2025Q4: 122,619 shares; 2026Q1: 122,253 shares; 2026Q2: 147,164 shares 147,164$2.81M0.07%+24,911Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,500 shares; 2024Q4: 58,711 shares; 2025Q1: 58,348 shares; 2025Q2: 61,805 shares; 2025Q3: 61,093 shares; 2025Q4: 61,733 shares; 2026Q1: 63,421 shares; 2026Q2: 69,298 shares 69,298$2.81M0.07%+5,877Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,731 shares; 2024Q4: 17,401 shares; 2025Q1: 17,927 shares; 2025Q2: 18,464 shares; 2025Q3: 17,461 shares; 2025Q4: 17,822 shares; 2026Q1: 17,078 shares; 2026Q2: 17,371 shares 17,371$2.81M0.07%+293Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,081 shares; 2024Q4: 234,364 shares; 2025Q1: 186,735 shares; 2025Q2: 181,133 shares; 2025Q3: 169,617 shares; 2025Q4: 156,817 shares; 2026Q1: 153,568 shares; 2026Q2: 134,386 shares 134,386$2.78M0.07%-19,182Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,136 shares; 2024Q4: 28,409 shares; 2025Q1: 37,121 shares; 2025Q2: 40,072 shares; 2025Q3: 31,018 shares; 2025Q4: 44,392 shares; 2026Q1: 37,334 shares; 2026Q2: 36,778 shares 36,778$2.77M0.07%-556Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,311 shares; 2024Q4: 102,311 shares; 2025Q1: 82,569 shares; 2025Q2: 78,617 shares; 2025Q3: 54,815 shares; 2025Q4: 52,647 shares; 2026Q1: 51,545 shares; 2026Q2: 35,883 shares 35,883$2.77M0.07%-15,662Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,866 shares; 2024Q4: 5,194 shares; 2025Q1: 5,699 shares; 2025Q2: 6,123 shares; 2025Q3: 6,064 shares; 2025Q4: 6,740 shares; 2026Q1: 9,753 shares; 2026Q2: 8,985 shares 8,985$2.75M0.07%-768Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,737 shares; 2024Q4: 64,700 shares; 2025Q1: 63,659 shares; 2025Q2: 48,865 shares; 2025Q3: 41,500 shares; 2025Q4: 38,170 shares; 2026Q1: 38,410 shares; 2026Q2: 37,212 shares 37,212$2.75M0.07%-1,198Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,746 shares; 2024Q4: 62,880 shares; 2025Q1: 62,239 shares; 2025Q2: 66,769 shares; 2025Q3: 62,029 shares; 2025Q4: 62,820 shares; 2026Q1: 69,634 shares; 2026Q2: 27,192 shares 27,192$2.74M0.07%-42,442Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,629 shares; 2024Q4: 48,990 shares; 2025Q1: 48,673 shares; 2025Q2: 51,200 shares; 2025Q3: 52,424 shares; 2025Q4: 55,139 shares; 2026Q1: 54,539 shares; 2026Q2: 54,133 shares 54,133$2.72M0.07%-406Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 3,058 shares; 2025Q1: 3,081 shares; 2025Q2: 3,066 shares; 2025Q3: 3,108 shares; 2025Q4: 3,455 shares; 2026Q1: 3,094 shares; 2026Q2: 2,815 shares 2,815$2.72M0.07%-279Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,858 shares; 2024Q4: 27,207 shares; 2025Q1: 31,282 shares; 2025Q2: 31,286 shares; 2025Q3: 32,269 shares; 2025Q4: 34,335 shares; 2026Q1: 35,742 shares; 2026Q2: 28,294 shares 28,294$2.68M0.07%-7,448Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,787 shares; 2024Q4: 85,567 shares; 2025Q1: 79,631 shares; 2025Q2: 74,736 shares; 2025Q3: 61,319 shares; 2025Q4: 58,628 shares; 2026Q1: 53,455 shares; 2026Q2: 43,615 shares 43,615$2.67M0.07%-9,840Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,777 shares; 2024Q4: 8,599 shares; 2025Q1: 8,507 shares; 2025Q2: 8,383 shares; 2025Q3: 8,018 shares; 2025Q4: 8,173 shares; 2026Q1: 8,137 shares; 2026Q2: 8,433 shares 8,433$2.66M0.07%+296Timeline
JIVEJ 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: 28,419 shares; 2025Q3: 28,869 shares; 2025Q4: 30,357 shares; 2026Q1: 28,705 shares; 2026Q2: 28,876 shares 28,876$2.66M0.07%+171Timeline
LENSEA 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: 69,993 shares; 2026Q2: 67,686 shares 67,686$2.63M0.07%-2,307Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,463 shares; 2024Q4: 19,012 shares; 2025Q1: 13,895 shares; 2025Q2: 10,869 shares; 2025Q3: 10,050 shares; 2025Q4: 9,685 shares; 2026Q1: 9,274 shares; 2026Q2: 12,763 shares 12,763$2.62M0.07%+3,489Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,451 shares; 2024Q4: 68,944 shares; 2025Q1: 67,507 shares; 2025Q2: 56,292 shares; 2025Q3: 46,926 shares; 2025Q4: 46,165 shares; 2026Q1: 49,161 shares; 2026Q2: 48,455 shares 48,455$2.62M0.07%-706Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,978 shares; 2024Q4: 27,089 shares; 2025Q1: 33,846 shares; 2025Q2: 30,925 shares; 2025Q3: 31,995 shares; 2025Q4: 43,008 shares; 2026Q1: 43,685 shares; 2026Q2: 44,663 shares 44,663$2.61M0.07%+978Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,751 shares; 2024Q4: 43,099 shares; 2025Q1: 37,274 shares; 2025Q2: 43,440 shares; 2025Q3: 87,442 shares; 2025Q4: 86,597 shares; 2026Q1: 46,315 shares; 2026Q2: 52,752 shares 52,752$2.6M0.07%+6,437Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,537 shares; 2024Q4: 49,630 shares; 2025Q1: 64,143 shares; 2025Q2: 67,206 shares; 2025Q3: 73,237 shares; 2025Q4: 76,622 shares; 2026Q1: 77,609 shares; 2026Q2: 61,071 shares 61,071$2.59M0.07%-16,538Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,611 shares; 2024Q4: 22,165 shares; 2025Q1: 23,801 shares; 2025Q2: 23,840 shares; 2025Q3: 24,305 shares; 2025Q4: 51,578 shares; 2026Q1: 50,512 shares; 2026Q2: 50,950 shares 50,950$2.59M0.07%+438Timeline
FFLGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,773 shares; 2024Q4: 35,619 shares; 2025Q1: 42,360 shares; 2025Q2: 53,485 shares; 2025Q3: 61,946 shares; 2025Q4: 64,437 shares; 2026Q1: 66,807 shares; 2026Q2: 73,971 shares 73,971$2.57M0.06%+7,164Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,279 shares; 2024Q4: 61,519 shares; 2025Q1: 63,035 shares; 2025Q2: 56,985 shares; 2025Q3: 49,529 shares; 2025Q4: 47,003 shares; 2026Q1: 48,736 shares; 2026Q2: 55,332 shares 55,332$2.55M0.06%+6,596Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,939 shares; 2024Q4: 16,410 shares; 2025Q1: 22,471 shares; 2025Q2: 17,350 shares; 2025Q3: 30,811 shares; 2025Q4: 26,653 shares; 2026Q1: 20,040 shares; 2026Q2: 22,321 shares 22,321$2.55M0.06%+2,281Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,519 shares; 2024Q4: 3,379 shares; 2025Q1: 3,169 shares; 2025Q2: 4,195 shares; 2025Q3: 4,452 shares; 2025Q4: 3,802 shares; 2026Q1: 3,329 shares; 2026Q2: 5,252 shares 5,252$2.54M0.06%+1,923Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,515 shares; 2024Q4: 23,126 shares; 2025Q1: 27,415 shares; 2025Q2: 28,168 shares; 2025Q3: 34,313 shares; 2025Q4: 37,768 shares; 2026Q1: 38,280 shares; 2026Q2: 42,064 shares 42,064$2.54M0.06%+3,784Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,676 shares; 2024Q4: 14,251 shares; 2025Q1: 16,304 shares; 2025Q2: 18,866 shares; 2025Q3: 17,596 shares; 2025Q4: 18,931 shares; 2026Q1: 22,197 shares; 2026Q2: 22,229 shares 22,229$2.53M0.06%+32Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,350 shares; 2024Q4: 46,914 shares; 2025Q1: 44,047 shares; 2025Q2: 40,747 shares; 2025Q3: 44,604 shares; 2025Q4: 71,672 shares; 2026Q1: 70,940 shares; 2026Q2: 72,793 shares 72,793$2.52M0.06%+1,853Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,868 shares; 2024Q4: 10,661 shares; 2025Q1: 11,669 shares; 2025Q2: 11,352 shares; 2025Q3: 10,272 shares; 2025Q4: 9,877 shares; 2026Q1: 19,363 shares; 2026Q2: 31,713 shares 31,713$2.52M0.06%+12,350Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,084 shares; 2024Q4: 13,538 shares; 2025Q1: 12,610 shares; 2025Q2: 8,428 shares; 2025Q3: 10,829 shares; 2025Q4: 8,796 shares; 2026Q1: 9,161 shares; 2026Q2: 9,463 shares 9,463$2.51M0.06%+302Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,324 shares; 2024Q4: 106,437 shares; 2025Q1: 111,177 shares; 2025Q2: 119,335 shares; 2025Q3: 139,228 shares; 2025Q4: 154,836 shares; 2026Q1: 153,874 shares; 2026Q2: 157,296 shares 157,296$2.5M0.06%+3,422Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,555 shares; 2024Q4: 8,761 shares; 2025Q1: 9,049 shares; 2025Q2: 10,757 shares; 2025Q3: 7,763 shares; 2025Q4: 6,296 shares; 2026Q1: 10,406 shares; 2026Q2: 18,080 shares 18,080$2.47M0.06%+7,674Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,468 shares; 2024Q4: 44,597 shares; 2025Q1: 50,752 shares; 2025Q2: 58,130 shares; 2025Q3: 59,692 shares; 2025Q4: 58,644 shares; 2026Q1: 84,214 shares; 2026Q2: 88,920 shares 88,920$2.46M0.06%+4,706Timeline
MISLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,040 shares; 2024Q4: 15,799 shares; 2025Q1: 14,907 shares; 2025Q2: 19,217 shares; 2025Q3: 61,729 shares; 2025Q4: 60,718 shares; 2026Q1: 61,324 shares; 2026Q2: 53,574 shares 53,574$2.45M0.06%-7,750Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,541 shares; 2024Q4: 8,020 shares; 2025Q1: 12,133 shares; 2025Q2: 11,341 shares; 2025Q3: 14,289 shares; 2025Q4: 16,269 shares; 2026Q1: 154,198 shares; 2026Q2: 57,898 shares 57,898$2.45M0.06%-96,300Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,337 shares; 2024Q4: 144,196 shares; 2025Q1: 141,946 shares; 2025Q2: 93,815 shares; 2025Q3: 54,947 shares; 2025Q4: 68,044 shares; 2026Q1: 71,458 shares; 2026Q2: 49,197 shares 49,197$2.45M0.06%-22,261Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,338 shares; 2024Q4: 58,692 shares; 2025Q1: 60,303 shares; 2025Q2: 55,941 shares; 2025Q3: 49,012 shares; 2025Q4: 47,806 shares; 2026Q1: 44,094 shares; 2026Q2: 44,747 shares 44,747$2.43M0.06%+653Timeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,076 shares; 2024Q4: 20,257 shares; 2025Q1: 23,668 shares; 2025Q2: 30,484 shares; 2025Q3: 30,975 shares; 2025Q4: 38,219 shares; 2026Q1: 40,875 shares; 2026Q2: 45,826 shares 45,826$2.42M0.06%+4,951Timeline
RSBATIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,950 shares; 2025Q3: 18,005 shares; 2025Q4: 10,914 shares; 2026Q1: 116,382 shares; 2026Q2: 112,369 shares 112,369$2.37M0.06%-4,013Timeline
ZROZPIMCO 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: 36,272 shares 36,272$2.33M0.06%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,121 shares; 2024Q4: 3,007 shares; 2025Q1: 2,296 shares; 2025Q2: 2,320 shares; 2025Q3: 2,330 shares; 2025Q4: 2,715 shares; 2026Q1: 4,550 shares; 2026Q2: 5,848 shares 5,848$2.32M0.06%+1,298Timeline
DDFZINNOVATOR ETFS 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: 119,172 shares 119,172$2.31M0.06%newTimeline
FVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,010 shares; 2024Q4: 138,366 shares; 2025Q1: 147,605 shares; 2025Q2: 45,104 shares; 2025Q3: 33,603 shares; 2025Q4: 31,350 shares; 2026Q1: 31,244 shares; 2026Q2: 30,335 shares 30,335$2.3M0.06%-909Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,302 shares 35,302$2.3M0.06%newTimeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,323 shares; 2024Q4: 21,341 shares; 2025Q1: 20,943 shares; 2025Q2: 21,872 shares; 2025Q3: 21,959 shares; 2025Q4: 20,736 shares; 2026Q1: 20,968 shares; 2026Q2: 22,154 shares 22,154$2.26M0.06%+1,186Timeline
FFSMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,768 shares; 2025Q4: 25,825 shares; 2026Q1: 37,826 shares; 2026Q2: 59,144 shares 59,144$2.26M0.06%+21,318Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,291 shares; 2024Q4: 6,602 shares; 2025Q1: 3,227 shares; 2025Q2: 2,966 shares; 2025Q3: 2,893 shares; 2025Q4: 2,770 shares; 2026Q1: 4,899 shares; 2026Q2: 6,027 shares 6,027$2.23M0.06%+1,128Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,981 shares; 2024Q4: 1,928 shares; 2025Q1: 2,311 shares; 2025Q2: 2,246 shares; 2025Q3: 2,096 shares; 2025Q4: 2,058 shares; 2026Q1: 1,887 shares; 2026Q2: 1,965 shares 1,965$2.23M0.06%+78Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,871 shares; 2024Q4: 23,480 shares; 2025Q1: 23,331 shares; 2025Q2: 9,839 shares; 2025Q3: 8,282 shares; 2025Q4: 8,550 shares; 2026Q1: 3,924 shares; 2026Q2: 3,447 shares 3,447$2.21M0.06%-477Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,530 shares; 2024Q4: 62,682 shares; 2025Q1: 58,785 shares; 2025Q2: 56,508 shares; 2025Q3: 54,649 shares; 2025Q4: 61,715 shares; 2026Q1: 63,374 shares; 2026Q2: 43,743 shares 43,743$2.2M0.06%-19,631Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,067 shares; 2024Q4: 11,329 shares; 2025Q1: 11,935 shares; 2025Q2: 11,740 shares; 2025Q3: 13,339 shares; 2025Q4: 13,276 shares; 2026Q1: 15,321 shares; 2026Q2: 14,678 shares 14,678$2.2M0.06%-643Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,062 shares; 2024Q4: 5,839 shares; 2025Q1: 8,886 shares; 2025Q2: 3,025 shares; 2025Q3: 8,251 shares; 2025Q4: 12,262 shares; 2026Q1: 12,822 shares; 2026Q2: 9,827 shares 9,827$2.2M0.06%-2,995Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,097 shares; 2024Q4: 3,361 shares; 2025Q1: 3,409 shares; 2025Q2: 2,617 shares; 2025Q3: 2,363 shares; 2025Q4: 1,223 shares; 2026Q1: 931 shares; 2026Q2: 6,561 shares 6,561$2.2M0.06%+5,630Timeline
TECBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,808 shares; 2024Q4: 21,525 shares; 2025Q1: 22,602 shares; 2025Q2: 23,524 shares; 2025Q3: 22,131 shares; 2025Q4: 22,130 shares; 2026Q1: 24,325 shares; 2026Q2: 30,574 shares 30,574$2.19M0.06%+6,249Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,700 shares; 2024Q4: 19,468 shares; 2025Q1: 19,205 shares; 2025Q2: 18,432 shares; 2025Q3: 15,728 shares; 2025Q4: 16,442 shares; 2026Q1: 18,992 shares; 2026Q2: 19,692 shares 19,692$2.16M0.05%+700Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,552 shares; 2024Q4: 19,952 shares; 2025Q1: 19,733 shares; 2025Q2: 21,487 shares; 2025Q3: 25,970 shares; 2025Q4: 17,015 shares; 2026Q1: 21,471 shares; 2026Q2: 24,332 shares 24,332$2.16M0.05%+2,861Timeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,763 shares; 2024Q4: 15,660 shares; 2025Q1: 18,681 shares; 2025Q2: 23,663 shares; 2025Q3: 28,755 shares; 2025Q4: 35,727 shares; 2026Q1: 38,507 shares; 2026Q2: 48,477 shares 48,477$2.16M0.05%+9,970Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,005 shares; 2024Q4: 7,094 shares; 2025Q1: 6,350 shares; 2025Q2: 6,164 shares; 2025Q3: 6,055 shares; 2025Q4: 5,956 shares; 2026Q1: 5,919 shares; 2026Q2: 5,452 shares 5,452$2.15M0.05%-467Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,053 shares; 2024Q4: 4,535 shares; 2025Q1: 4,183 shares; 2025Q2: 3,322 shares; 2025Q3: 3,105 shares; 2025Q4: 5,638 shares; 2026Q1: 5,528 shares; 2026Q2: 6,859 shares 6,859$2.15M0.05%+1,331Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,434 shares; 2024Q4: 10,442 shares; 2025Q1: 10,554 shares; 2025Q2: 10,124 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,343 shares; 2026Q2: 158,954 shares 158,954$2.14M0.05%+46,611Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,303 shares; 2024Q4: 51,862 shares; 2025Q1: 66,939 shares; 2025Q2: 73,014 shares; 2025Q3: 101,359 shares; 2025Q4: 110,381 shares; 2026Q1: 114,428 shares; 2026Q2: 115,175 shares 115,175$2.14M0.05%+747Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,284 shares; 2024Q4: 3,240 shares; 2025Q1: 3,840 shares; 2025Q2: 4,315 shares; 2025Q3: 13,880 shares; 2025Q4: 14,167 shares; 2026Q1: 13,906 shares; 2026Q2: 28,634 shares 28,634$2.13M0.05%+14,728Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,191 shares; 2024Q4: 24,383 shares; 2025Q1: 33,976 shares; 2025Q2: 67,379 shares; 2025Q3: 67,570 shares; 2025Q4: 67,340 shares; 2026Q1: 67,747 shares; 2026Q2: 63,766 shares 63,766$2.12M0.05%-3,981Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 588 shares; 2025Q4: 867 shares; 2026Q1: 1,361 shares; 2026Q2: 1,067 shares 1,067$2.12M0.05%-294Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,756 shares; 2024Q4: 19,222 shares; 2025Q1: 20,284 shares; 2025Q2: 15,536 shares; 2025Q3: 15,533 shares; 2025Q4: 16,813 shares; 2026Q1: 16,415 shares; 2026Q2: 14,402 shares 14,402$2.11M0.05%-2,013Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,339 shares; 2024Q4: 49,150 shares; 2025Q1: 46,461 shares; 2025Q2: 48,659 shares; 2025Q3: 40,468 shares; 2025Q4: 39,762 shares; 2026Q1: 38,244 shares; 2026Q2: 36,039 shares 36,039$2.11M0.05%-2,205Timeline
MSIFMSC INCOME FUND 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: 54,971 shares; 2025Q4: 133,692 shares; 2026Q1: 207,539 shares; 2026Q2: 182,577 shares 182,577$2.11M0.05%-24,962Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,259 shares; 2024Q4: 11,486 shares; 2025Q1: 11,488 shares; 2025Q2: 12,726 shares; 2025Q3: 8,335 shares; 2025Q4: 8,500 shares; 2026Q1: 8,273 shares; 2026Q2: 8,242 shares 8,242$2.11M0.05%-31Timeline
CGDGCAPITAL GROUP DIVIDEND GROWEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,581 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,552 shares; 2025Q4: 30,210 shares; 2026Q1: 40,763 shares; 2026Q2: 55,718 shares 55,718$2.1M0.05%+14,955Timeline
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: 5,150 shares; 2026Q1: 6,605 shares; 2026Q2: 5,310 shares 5,310$2.09M0.05%-1,295Timeline
QDPLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,159 shares; 2024Q4: 61,700 shares; 2025Q1: 63,338 shares; 2025Q2: 65,489 shares; 2025Q3: 76,647 shares; 2025Q4: 85,812 shares; 2026Q1: 65,738 shares; 2026Q2: 46,463 shares 46,463$2.09M0.05%-19,275Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,081 shares; 2024Q4: 10,620 shares; 2025Q1: 37,762 shares; 2025Q2: 38,137 shares; 2025Q3: 39,987 shares; 2025Q4: 39,938 shares; 2026Q1: 47,029 shares; 2026Q2: 45,689 shares 45,689$2.09M0.05%-1,340Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,308 shares; 2024Q4: 20,211 shares; 2025Q1: 20,378 shares; 2025Q2: 19,543 shares; 2025Q3: 17,199 shares; 2025Q4: 15,930 shares; 2026Q1: 15,192 shares; 2026Q2: 14,259 shares 14,259$2.09M0.05%-933Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,841 shares; 2024Q4: 24,549 shares; 2025Q1: 46,385 shares; 2025Q2: 65,522 shares; 2025Q3: 58,927 shares; 2025Q4: 52,430 shares; 2026Q1: 47,854 shares; 2026Q2: 41,648 shares 41,648$2.08M0.05%-6,206Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,293 shares; 2024Q4: 10,221 shares; 2025Q1: 9,291 shares; 2025Q2: 8,338 shares; 2025Q3: 8,335 shares; 2025Q4: not reported; 2026Q1: 75,949 shares; 2026Q2: 94,020 shares 94,020$2.06M0.05%+18,071Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,261 shares; 2024Q4: 5,713 shares; 2025Q1: 6,737 shares; 2025Q2: 6,439 shares; 2025Q3: 8,932 shares; 2025Q4: 10,823 shares; 2026Q1: 11,698 shares; 2026Q2: 12,493 shares 12,493$2.04M0.05%+795Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,812 shares; 2025Q1: 9,540 shares; 2025Q2: 10,729 shares; 2025Q3: 11,827 shares; 2025Q4: 20,223 shares; 2026Q1: 26,641 shares; 2026Q2: 30,982 shares 30,982$2.03M0.05%+4,341Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,773 shares; 2024Q4: 5,659 shares; 2025Q1: 6,552 shares; 2025Q2: 6,487 shares; 2025Q3: 6,261 shares; 2025Q4: 6,721 shares; 2026Q1: 6,793 shares; 2026Q2: 8,181 shares 8,181$2.03M0.05%+1,388Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,421 shares; 2024Q4: 50,875 shares; 2025Q1: 79,528 shares; 2025Q2: 53,292 shares; 2025Q3: 50,593 shares; 2025Q4: 51,261 shares; 2026Q1: 47,234 shares; 2026Q2: 46,569 shares 46,569$2.03M0.05%-665Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,987 shares; 2024Q4: 15,557 shares; 2025Q1: 16,442 shares; 2025Q2: 13,771 shares; 2025Q3: 15,117 shares; 2025Q4: 14,070 shares; 2026Q1: 14,516 shares; 2026Q2: 14,318 shares 14,318$2M0.05%-198Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,076 shares; 2024Q4: 62,849 shares; 2025Q1: 61,595 shares; 2025Q2: 69,316 shares; 2025Q3: 70,928 shares; 2025Q4: 76,007 shares; 2026Q1: 66,623 shares; 2026Q2: 66,656 shares 66,656$2M0.05%+33Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,040 shares; 2024Q4: 22,142 shares; 2025Q1: 20,057 shares; 2025Q2: 22,097 shares; 2025Q3: 23,553 shares; 2025Q4: 24,245 shares; 2026Q1: 24,385 shares; 2026Q2: 25,273 shares 25,273$2M0.05%+888Timeline
OUNZVANECK MERK GOLD ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,603 shares; 2024Q4: 43,504 shares; 2025Q1: 54,136 shares; 2025Q2: 68,401 shares; 2025Q3: 53,916 shares; 2025Q4: 48,589 shares; 2026Q1: 57,808 shares; 2026Q2: 51,764 shares 51,764$2M0.05%-6,044Timeline
VGHYVANGUARD FIXED INCOME SECS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,553 shares 26,553$1.99M0.05%newTimeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,121 shares; 2024Q4: 13,775 shares; 2025Q1: 15,985 shares; 2025Q2: 15,255 shares; 2025Q3: 16,577 shares; 2025Q4: 18,202 shares; 2026Q1: 19,342 shares; 2026Q2: 21,174 shares 21,174$1.98M0.05%+1,832Timeline
CRCLCIRCLE INTERNET GROUP 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: 16,321 shares; 2026Q2: 31,596 shares 31,596$1.98M0.05%+15,275Timeline
FMAGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,601 shares; 2024Q4: 19,075 shares; 2025Q1: 25,449 shares; 2025Q2: 31,728 shares; 2025Q3: 38,503 shares; 2025Q4: 40,846 shares; 2026Q1: 47,198 shares; 2026Q2: 53,212 shares 53,212$1.96M0.05%+6,014Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,874 shares; 2024Q4: 12,626 shares; 2025Q1: 17,121 shares; 2025Q2: 24,371 shares; 2025Q3: 27,003 shares; 2025Q4: 28,769 shares; 2026Q1: 9,835 shares; 2026Q2: 9,960 shares 9,960$1.95M0.05%+125Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,064 shares; 2024Q4: 69,497 shares; 2025Q1: 70,368 shares; 2025Q2: 80,201 shares; 2025Q3: 66,546 shares; 2025Q4: 69,171 shares; 2026Q1: 29,473 shares; 2026Q2: 26,949 shares 26,949$1.95M0.05%-2,524Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,441 shares; 2024Q4: 2,150 shares; 2025Q1: 6,649 shares; 2025Q2: 3,889 shares; 2025Q3: 4,180 shares; 2025Q4: 11,639 shares; 2026Q1: 12,947 shares; 2026Q2: 15,141 shares 15,141$1.94M0.05%+2,194Timeline
IBHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,544 shares; 2024Q4: 26,281 shares; 2025Q1: 29,829 shares; 2025Q2: 35,740 shares; 2025Q3: 44,317 shares; 2025Q4: 56,822 shares; 2026Q1: 77,357 shares; 2026Q2: 82,373 shares 82,373$1.93M0.05%+5,016Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,585 shares; 2024Q4: 29,747 shares; 2025Q1: 28,908 shares; 2025Q2: 28,908 shares; 2025Q3: 30,645 shares; 2025Q4: 31,322 shares; 2026Q1: 31,724 shares; 2026Q2: 32,624 shares 32,624$1.92M0.05%+900Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,524 shares; 2024Q4: 6,276 shares; 2025Q1: 8,991 shares; 2025Q2: 9,691 shares; 2025Q3: 8,289 shares; 2025Q4: 4,864 shares; 2026Q1: 8,574 shares; 2026Q2: 8,406 shares 8,406$1.91M0.05%-168Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: not reported; 2025Q1: 2,191 shares; 2025Q2: 2,213 shares; 2025Q3: 2,017 shares; 2025Q4: 2,282 shares; 2026Q1: 11,026 shares; 2026Q2: 10,935 shares 10,935$1.91M0.05%-91Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,403 shares; 2024Q4: 6,381 shares; 2025Q1: 6,665 shares; 2025Q2: 8,526 shares; 2025Q3: 10,370 shares; 2025Q4: 10,530 shares; 2026Q1: 9,264 shares; 2026Q2: 5,198 shares 5,198$1.9M0.05%-4,066Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,965 shares; 2026Q1: 21,729 shares; 2026Q2: 11,680 shares 11,680$1.89M0.05%-10,049Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,530 shares; 2024Q4: 11,231 shares; 2025Q1: 9,446 shares; 2025Q2: 16,121 shares; 2025Q3: 32,861 shares; 2025Q4: 29,708 shares; 2026Q1: 39,039 shares; 2026Q2: 39,062 shares 39,062$1.88M0.05%+23Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,474 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares; 2026Q2: 6,382 shares 6,382$1.87M0.05%+4,832Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,922 shares; 2024Q4: 31,733 shares; 2025Q1: 32,378 shares; 2025Q2: 32,720 shares; 2025Q3: 29,454 shares; 2025Q4: 29,259 shares; 2026Q1: 28,950 shares; 2026Q2: 25,134 shares 25,134$1.87M0.05%-3,816Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,564 shares; 2024Q4: 8,040 shares; 2025Q1: 7,380 shares; 2025Q2: 7,033 shares; 2025Q3: 12,817 shares; 2025Q4: 13,125 shares; 2026Q1: 13,155 shares; 2026Q2: 7,142 shares 7,142$1.86M0.05%-6,013Timeline
AMCRAMCOR 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: 37,599 shares; 2026Q2: 42,882 shares 42,882$1.86M0.05%+5,283Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,764 shares; 2024Q4: 20,925 shares; 2025Q1: 22,252 shares; 2025Q2: 21,349 shares; 2025Q3: 18,696 shares; 2025Q4: 20,040 shares; 2026Q1: 19,933 shares; 2026Q2: 19,754 shares 19,754$1.85M0.05%-179Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,687 shares; 2024Q4: 49,504 shares; 2025Q1: 50,978 shares; 2025Q2: 44,028 shares; 2025Q3: 42,180 shares; 2025Q4: 41,888 shares; 2026Q1: 39,774 shares; 2026Q2: 38,710 shares 38,710$1.84M0.05%-1,064Timeline
DIVOAMPLIFY 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: 4,815 shares; 2025Q4: 35,156 shares; 2026Q1: 39,854 shares; 2026Q2: 40,147 shares 40,147$1.83M0.05%+293Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,544 shares; 2024Q4: 33,592 shares; 2025Q1: 30,522 shares; 2025Q2: 41,609 shares; 2025Q3: 36,074 shares; 2025Q4: 35,708 shares; 2026Q1: 34,280 shares; 2026Q2: 23,945 shares 23,945$1.83M0.05%-10,335Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,360 shares; 2024Q4: 19,916 shares; 2025Q1: 18,806 shares; 2025Q2: 17,118 shares; 2025Q3: 16,478 shares; 2025Q4: 15,968 shares; 2026Q1: 16,062 shares; 2026Q2: 17,583 shares 17,583$1.83M0.05%+1,521Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,084 shares; 2024Q4: 12,309 shares; 2025Q1: 12,754 shares; 2025Q2: 13,159 shares; 2025Q3: 13,110 shares; 2025Q4: 13,405 shares; 2026Q1: 14,793 shares; 2026Q2: 14,794 shares 14,794$1.83M0.05%+1Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,816 shares; 2025Q1: 23,411 shares; 2025Q2: 26,124 shares; 2025Q3: 26,240 shares; 2025Q4: 29,415 shares; 2026Q1: 30,308 shares; 2026Q2: 36,127 shares 36,127$1.82M0.05%+5,819Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,215 shares; 2024Q4: 18,126 shares; 2025Q1: 17,761 shares; 2025Q2: 18,013 shares; 2025Q3: 17,697 shares; 2025Q4: 19,379 shares; 2026Q1: 59,059 shares; 2026Q2: 68,257 shares 68,257$1.81M0.05%+9,198Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,528 shares; 2026Q1: 4,092 shares; 2026Q2: 6,552 shares 6,552$1.81M0.05%+2,460Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,927 shares; 2024Q4: 17,627 shares; 2025Q1: 19,122 shares; 2025Q2: 18,299 shares; 2025Q3: 17,733 shares; 2025Q4: 18,151 shares; 2026Q1: 18,340 shares; 2026Q2: 18,889 shares 18,889$1.81M0.05%+549Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,221 shares; 2024Q4: 42,192 shares; 2025Q1: 41,768 shares; 2025Q2: 41,341 shares; 2025Q3: 40,815 shares; 2025Q4: 40,698 shares; 2026Q1: 38,313 shares; 2026Q2: 37,888 shares 37,888$1.8M0.05%-425Timeline
COLOGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,940 shares; 2025Q2: 25,390 shares; 2025Q3: 28,233 shares; 2025Q4: 36,794 shares; 2026Q1: 41,391 shares; 2026Q2: 42,994 shares 42,994$1.8M0.05%+1,603Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,208 shares; 2024Q4: 22,115 shares; 2025Q1: 16,353 shares; 2025Q2: 20,260 shares; 2025Q3: 19,908 shares; 2025Q4: 19,079 shares; 2026Q1: 12,624 shares; 2026Q2: 12,036 shares 12,036$1.78M0.04%-588Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,850 shares; 2024Q4: 11,861 shares; 2025Q1: 12,814 shares; 2025Q2: 13,733 shares; 2025Q3: 14,209 shares; 2025Q4: 12,222 shares; 2026Q1: 83,451 shares; 2026Q2: 82,922 shares 82,922$1.77M0.04%-529Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,594 shares; 2024Q4: 43,468 shares; 2025Q1: 39,147 shares; 2025Q2: 26,774 shares; 2025Q3: 19,023 shares; 2025Q4: 28,061 shares; 2026Q1: 20,278 shares; 2026Q2: 13,992 shares 13,992$1.77M0.04%-6,286Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,227 shares; 2024Q4: 38,926 shares; 2025Q1: 35,885 shares; 2025Q2: 18,826 shares; 2025Q3: 18,248 shares; 2025Q4: 18,850 shares; 2026Q1: 34,239 shares; 2026Q2: 34,698 shares 34,698$1.75M0.04%+459Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,107 shares; 2024Q4: 44,835 shares; 2025Q1: 46,019 shares; 2025Q2: 48,527 shares; 2025Q3: 50,324 shares; 2025Q4: 54,056 shares; 2026Q1: 41,319 shares; 2026Q2: 42,978 shares 42,978$1.73M0.04%+1,659Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,922 shares; 2024Q4: 3,902 shares; 2025Q1: 3,993 shares; 2025Q2: 3,882 shares; 2025Q3: 3,651 shares; 2025Q4: 3,602 shares; 2026Q1: 3,473 shares; 2026Q2: 3,494 shares 3,494$1.73M0.04%+21Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,699 shares; 2024Q4: 17,155 shares; 2025Q1: 17,329 shares; 2025Q2: 17,596 shares; 2025Q3: 18,207 shares; 2025Q4: 16,595 shares; 2026Q1: 14,636 shares; 2026Q2: 14,626 shares 14,626$1.72M0.04%-10Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,398 shares; 2024Q4: 87,621 shares; 2025Q1: 67,909 shares; 2025Q2: 33,504 shares; 2025Q3: 12,680 shares; 2025Q4: 14,999 shares; 2026Q1: 48,248 shares; 2026Q2: 58,535 shares 58,535$1.72M0.04%+10,287Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,585 shares; 2024Q4: 42,951 shares; 2025Q1: 39,908 shares; 2025Q2: 36,575 shares; 2025Q3: 37,079 shares; 2025Q4: 27,813 shares; 2026Q1: 19,853 shares; 2026Q2: 17,667 shares 17,667$1.7M0.04%-2,186Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,773 shares; 2024Q4: 13,238 shares; 2025Q1: 13,973 shares; 2025Q2: 14,327 shares; 2025Q3: 14,939 shares; 2025Q4: 14,872 shares; 2026Q1: 14,514 shares; 2026Q2: 14,534 shares 14,534$1.7M0.04%+20Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,702 shares; 2024Q4: 68,070 shares; 2025Q1: 65,647 shares; 2025Q2: 59,888 shares; 2025Q3: 53,710 shares; 2025Q4: 52,827 shares; 2026Q1: 47,652 shares; 2026Q2: 53,047 shares 53,047$1.7M0.04%+5,395Timeline
MLIMUELLER INDS 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: 7,199 shares; 2025Q4: 3,964 shares; 2026Q1: 14,810 shares; 2026Q2: 13,775 shares 13,775$1.69M0.04%-1,035Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,092 shares; 2024Q4: 3,820 shares; 2025Q1: 3,989 shares; 2025Q2: 3,372 shares; 2025Q3: 3,317 shares; 2025Q4: 3,496 shares; 2026Q1: 3,428 shares; 2026Q2: 3,374 shares 3,374$1.69M0.04%-54Timeline
GRPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,732 shares; 2024Q4: 19,191 shares; 2025Q1: 19,976 shares; 2025Q2: 19,252 shares; 2025Q3: 12,119 shares; 2025Q4: 11,558 shares; 2026Q1: 11,835 shares; 2026Q2: 12,977 shares 12,977$1.69M0.04%+1,142Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,008 shares 10,008$1.69M0.04%newTimeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,326 shares; 2024Q4: 16,855 shares; 2025Q1: 11,536 shares; 2025Q2: 11,184 shares; 2025Q3: 6,828 shares; 2025Q4: 6,696 shares; 2026Q1: 8,096 shares; 2026Q2: 13,546 shares 13,546$1.69M0.04%+5,450Timeline
IETCISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,770 shares; 2024Q4: 5,300 shares; 2025Q1: 7,646 shares; 2025Q2: 8,667 shares; 2025Q3: 12,093 shares; 2025Q4: 12,351 shares; 2026Q1: 13,592 shares; 2026Q2: 15,680 shares 15,680$1.68M0.04%+2,088Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,055 shares; 2024Q4: 25,603 shares; 2025Q1: 25,988 shares; 2025Q2: 27,487 shares; 2025Q3: 24,522 shares; 2025Q4: 22,704 shares; 2026Q1: 21,948 shares; 2026Q2: 22,000 shares 22,000$1.68M0.04%+52Timeline
XONEBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,660 shares; 2024Q4: 30,225 shares; 2025Q1: 31,960 shares; 2025Q2: 29,102 shares; 2025Q3: 29,993 shares; 2025Q4: 29,423 shares; 2026Q1: 30,435 shares; 2026Q2: 33,958 shares 33,958$1.68M0.04%+3,523Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,738 shares; 2025Q3: 9,225 shares; 2025Q4: 8,468 shares; 2026Q1: 7,844 shares; 2026Q2: 8,113 shares 8,113$1.67M0.04%+269Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,539 shares; 2024Q4: 32,702 shares; 2025Q1: 33,998 shares; 2025Q2: 34,705 shares; 2025Q3: 33,203 shares; 2025Q4: 31,549 shares; 2026Q1: 38,929 shares; 2026Q2: 31,832 shares 31,832$1.67M0.04%-7,097Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,696 shares; 2024Q4: 8,586 shares; 2025Q1: 8,815 shares; 2025Q2: 8,511 shares; 2025Q3: 9,190 shares; 2025Q4: 8,644 shares; 2026Q1: 9,221 shares; 2026Q2: 11,470 shares 11,470$1.66M0.04%+2,249Timeline
CIFRCIPHER DIGITAL 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: 78,960 shares; 2025Q4: 76,592 shares; 2026Q1: 75,265 shares; 2026Q2: 67,527 shares 67,527$1.65M0.04%-7,738Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,470 shares; 2024Q4: 33,963 shares; 2025Q1: 22,689 shares; 2025Q2: 21,600 shares; 2025Q3: 23,560 shares; 2025Q4: 21,157 shares; 2026Q1: 36,469 shares; 2026Q2: 36,282 shares 36,282$1.64M0.04%-187Timeline
WTVWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,003 shares; 2024Q4: 3,769 shares; 2025Q1: 4,529 shares; 2025Q2: 11,294 shares; 2025Q3: 15,382 shares; 2025Q4: 16,876 shares; 2026Q1: 16,403 shares; 2026Q2: 15,981 shares 15,981$1.63M0.04%-422Timeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,437 shares; 2025Q4: 37,172 shares; 2026Q1: 37,979 shares; 2026Q2: 35,498 shares 35,498$1.62M0.04%-2,481Timeline
QGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,713 shares; 2025Q1: 9,579 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,578 shares 24,578$1.62M0.04%newTimeline
RIORIO TINTO 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: 2,638 shares; 2026Q1: 16,831 shares; 2026Q2: 17,077 shares 17,077$1.62M0.04%+246Timeline
CGIBCAPITAL GRP FIXED INCM ETF 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: not reported; 2025Q4: 53,274 shares; 2026Q1: 62,208 shares; 2026Q2: 63,401 shares 63,401$1.62M0.04%+1,193Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,336 shares; 2024Q4: 7,873 shares; 2025Q1: 8,499 shares; 2025Q2: 10,511 shares; 2025Q3: 11,945 shares; 2025Q4: 14,669 shares; 2026Q1: 31,084 shares; 2026Q2: 31,197 shares 31,197$1.62M0.04%+113Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,786 shares; 2024Q4: 22,402 shares; 2025Q1: 16,082 shares; 2025Q2: 11,296 shares; 2025Q3: 12,896 shares; 2025Q4: 13,759 shares; 2026Q1: 15,028 shares; 2026Q2: 15,568 shares 15,568$1.61M0.04%+540Timeline
RWJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,293 shares; 2024Q4: 35,848 shares; 2025Q1: 32,774 shares; 2025Q2: 29,601 shares; 2025Q3: 28,454 shares; 2025Q4: 28,344 shares; 2026Q1: 27,535 shares; 2026Q2: 26,897 shares 26,897$1.6M0.04%-638Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,552 shares; 2024Q4: 11,468 shares; 2025Q1: 7,291 shares; 2025Q2: 26,448 shares; 2025Q3: 35,244 shares; 2025Q4: 37,407 shares; 2026Q1: 23,261 shares; 2026Q2: 24,736 shares 24,736$1.59M0.04%+1,475Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,728 shares; 2024Q4: 6,041 shares; 2025Q1: 5,980 shares; 2025Q2: 5,753 shares; 2025Q3: 4,634 shares; 2025Q4: 4,717 shares; 2026Q1: 6,292 shares; 2026Q2: 7,089 shares 7,089$1.59M0.04%+797Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,334 shares; 2024Q4: 16,326 shares; 2025Q1: 10,587 shares; 2025Q2: 9,868 shares; 2025Q3: 9,599 shares; 2025Q4: 9,670 shares; 2026Q1: 11,915 shares; 2026Q2: 11,769 shares 11,769$1.58M0.04%-146Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,572 shares; 2024Q4: 15,342 shares; 2025Q1: 15,653 shares; 2025Q2: 14,636 shares; 2025Q3: 14,841 shares; 2025Q4: 15,187 shares; 2026Q1: 9,859 shares; 2026Q2: 9,687 shares 9,687$1.58M0.04%-172Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,546 shares; 2024Q4: 76,889 shares; 2025Q1: 73,248 shares; 2025Q2: 65,744 shares; 2025Q3: 65,628 shares; 2025Q4: 65,090 shares; 2026Q1: 67,531 shares; 2026Q2: 81,969 shares 81,969$1.58M0.04%+14,438Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,552 shares; 2024Q4: 142,699 shares; 2025Q1: 144,025 shares; 2025Q2: 85,858 shares; 2025Q3: 84,155 shares; 2025Q4: 85,960 shares; 2026Q1: 85,502 shares; 2026Q2: 85,748 shares 85,748$1.58M0.04%+246Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,174 shares; 2025Q2: 22,209 shares; 2025Q3: 24,560 shares; 2025Q4: 34,389 shares; 2026Q1: 39,032 shares; 2026Q2: 45,709 shares 45,709$1.58M0.04%+6,677Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,858 shares; 2026Q2: 42,189 shares 42,189$1.57M0.04%-3,669Timeline
ILDRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,165 shares; 2025Q4: 41,240 shares; 2026Q1: 67,350 shares; 2026Q2: 39,939 shares 39,939$1.57M0.04%-27,411Timeline
BWAYBRAINSWAY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 70,363 shares; 2026Q2: 100,435 shares 100,435$1.56M0.04%+30,072Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,888 shares; 2024Q4: 4,777 shares; 2025Q1: 3,161 shares; 2025Q2: 3,228 shares; 2025Q3: 6,576 shares; 2025Q4: 6,158 shares; 2026Q1: 6,161 shares; 2026Q2: 6,325 shares 6,325$1.56M0.04%+164Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,147 shares; 2025Q2: 8,394 shares; 2025Q3: 6,879 shares; 2025Q4: 10,239 shares; 2026Q1: 4,490 shares; 2026Q2: 5,713 shares 5,713$1.55M0.04%+1,223Timeline
SPGMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,687 shares; 2025Q4: 9,538 shares; 2026Q1: 19,669 shares; 2026Q2: 18,119 shares 18,119$1.55M0.04%-1,550Timeline
FMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,542 shares; 2024Q4: 40,045 shares; 2025Q1: 38,143 shares; 2025Q2: 38,617 shares; 2025Q3: 34,971 shares; 2025Q4: 32,176 shares; 2026Q1: 31,681 shares; 2026Q2: 30,111 shares 30,111$1.55M0.04%-1,570Timeline
GNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,624 shares; 2026Q1: 36,982 shares; 2026Q2: 36,889 shares 36,889$1.54M0.04%-93Timeline
BFHBREAD FINANCIAL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,093 shares; 2024Q4: 17,242 shares; 2025Q1: 16,070 shares; 2025Q2: 15,386 shares; 2025Q3: 12,743 shares; 2025Q4: 14,828 shares; 2026Q1: 14,762 shares; 2026Q2: 14,158 shares 14,158$1.53M0.04%-604Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,509 shares; 2026Q2: 4,026 shares 4,026$1.53M0.04%+517Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,083 shares; 2024Q4: 6,373 shares; 2025Q1: 6,191 shares; 2025Q2: 5,016 shares; 2025Q3: 4,879 shares; 2025Q4: 6,265 shares; 2026Q1: 10,031 shares; 2026Q2: 8,039 shares 8,039$1.53M0.04%-1,992Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,485 shares; 2024Q4: 40,260 shares; 2025Q1: 49,864 shares; 2025Q2: 48,947 shares; 2025Q3: 28,692 shares; 2025Q4: 46,465 shares; 2026Q1: 45,003 shares; 2026Q2: 47,496 shares 47,496$1.52M0.04%+2,493Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,527 shares; 2024Q4: 28,413 shares; 2025Q1: 28,687 shares; 2025Q2: 28,890 shares; 2025Q3: 31,960 shares; 2025Q4: 36,948 shares; 2026Q1: 37,095 shares; 2026Q2: 37,286 shares 37,286$1.52M0.04%+191Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,039 shares; 2024Q4: 13,312 shares; 2025Q1: 14,731 shares; 2025Q2: 14,541 shares; 2025Q3: 13,681 shares; 2025Q4: 13,723 shares; 2026Q1: 13,776 shares; 2026Q2: 13,665 shares 13,665$1.51M0.04%-111Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,931 shares; 2024Q4: 2,674 shares; 2025Q1: 2,513 shares; 2025Q2: 2,522 shares; 2025Q3: 3,119 shares; 2025Q4: 2,832 shares; 2026Q1: 2,724 shares; 2026Q2: 4,191 shares 4,191$1.51M0.04%+1,467Timeline
PSCPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,478 shares; 2024Q4: 32,213 shares; 2025Q1: 30,840 shares; 2025Q2: 25,576 shares; 2025Q3: 21,744 shares; 2025Q4: 21,317 shares; 2026Q1: 22,519 shares; 2026Q2: 21,508 shares 21,508$1.51M0.04%-1,011Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,282 shares 28,282$1.49M0.04%newTimeline
STROSUTRO BIOPHARMA 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: 12,520 shares; 2026Q2: 45,020 shares 45,020$1.49M0.04%+32,500Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,226 shares; 2024Q4: 12,649 shares; 2025Q1: 12,274 shares; 2025Q2: 10,679 shares; 2025Q3: 9,659 shares; 2025Q4: 9,958 shares; 2026Q1: 8,773 shares; 2026Q2: 8,813 shares 8,813$1.49M0.04%+40Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,610 shares; 2025Q1: 16,674 shares; 2025Q2: 16,974 shares; 2025Q3: 12,357 shares; 2025Q4: 9,436 shares; 2026Q1: 23,589 shares; 2026Q2: 28,279 shares 28,279$1.49M0.04%+4,690Timeline
DYNBHARTFORD FDS 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: 33,674 shares; 2026Q2: 37,778 shares 37,778$1.48M0.04%+4,104Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,837 shares; 2025Q2: not reported; 2025Q3: 25,460 shares; 2025Q4: 58,097 shares; 2026Q1: 58,591 shares; 2026Q2: 67,058 shares 67,058$1.48M0.04%+8,467Timeline
AVTAVNET 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: 16,638 shares 16,638$1.48M0.04%newTimeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,095 shares; 2024Q4: 13,308 shares; 2025Q1: 12,935 shares; 2025Q2: 12,725 shares; 2025Q3: 14,943 shares; 2025Q4: 16,313 shares; 2026Q1: 16,559 shares; 2026Q2: 16,882 shares 16,882$1.47M0.04%+323Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,222 shares; 2024Q4: 13,989 shares; 2025Q1: 9,378 shares; 2025Q2: 11,305 shares; 2025Q3: 11,124 shares; 2025Q4: 11,233 shares; 2026Q1: 11,885 shares; 2026Q2: 12,293 shares 12,293$1.46M0.04%+408Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,470 shares; 2024Q4: 9,877 shares; 2025Q1: 9,744 shares; 2025Q2: 9,749 shares; 2025Q3: 9,868 shares; 2025Q4: 9,570 shares; 2026Q1: 9,882 shares; 2026Q2: 9,536 shares 9,536$1.45M0.04%-346Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,174 shares; 2024Q4: 2,096 shares; 2025Q1: 2,133 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,985 shares; 2026Q1: 11,929 shares; 2026Q2: 12,065 shares 12,065$1.45M0.04%+136Timeline
CLSETRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,763 shares; 2024Q4: 77,633 shares; 2025Q1: 24,623 shares; 2025Q2: 14,905 shares; 2025Q3: 14,905 shares; 2025Q4: 11,230 shares; 2026Q1: 8,420 shares; 2026Q2: 42,453 shares 42,453$1.45M0.04%+34,033Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,213 shares 16,213$1.45M0.04%newTimeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,843 shares; 2024Q4: 3,988 shares; 2025Q1: 4,053 shares; 2025Q2: 4,080 shares; 2025Q3: 3,900 shares; 2025Q4: 4,076 shares; 2026Q1: 4,876 shares; 2026Q2: 4,949 shares 4,949$1.44M0.04%+73Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,328 shares; 2024Q4: not reported; 2025Q1: 14,059 shares; 2025Q2: 22,670 shares; 2025Q3: 12,849 shares; 2025Q4: 15,655 shares; 2026Q1: 5,735 shares; 2026Q2: 12,899 shares 12,899$1.44M0.04%+7,164Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,089 shares; 2024Q4: 11,877 shares; 2025Q1: 15,984 shares; 2025Q2: not reported; 2025Q3: 21,898 shares; 2025Q4: 37,426 shares; 2026Q1: 52,852 shares; 2026Q2: 60,324 shares 60,324$1.44M0.04%+7,472Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,644 shares; 2025Q3: 24,517 shares; 2025Q4: 28,445 shares; 2026Q1: 31,798 shares; 2026Q2: 27,154 shares 27,154$1.43M0.04%-4,644Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,929 shares; 2024Q4: 43,402 shares; 2025Q1: 45,036 shares; 2025Q2: 60,653 shares; 2025Q3: 62,650 shares; 2025Q4: 56,807 shares; 2026Q1: 64,281 shares; 2026Q2: 79,778 shares 79,778$1.43M0.04%+15,497Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,516 shares; 2024Q4: 11,551 shares; 2025Q1: 12,052 shares; 2025Q2: 12,111 shares; 2025Q3: 11,792 shares; 2025Q4: 12,338 shares; 2026Q1: 12,372 shares; 2026Q2: 12,070 shares 12,070$1.41M0.04%-302Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,664 shares; 2024Q4: 26,558 shares; 2025Q1: 20,223 shares; 2025Q2: 14,846 shares; 2025Q3: 10,637 shares; 2025Q4: 10,546 shares; 2026Q1: 22,768 shares; 2026Q2: 21,015 shares 21,015$1.41M0.04%-1,753Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,943 shares; 2025Q3: 2,948 shares; 2025Q4: 7,532 shares; 2026Q1: 12,008 shares; 2026Q2: 14,141 shares 14,141$1.41M0.04%+2,133Timeline
VRIGINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,863 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,143 shares 56,143$1.41M0.04%newTimeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,364 shares; 2024Q4: 44,706 shares; 2025Q1: 44,942 shares; 2025Q2: 43,848 shares; 2025Q3: 38,116 shares; 2025Q4: 36,640 shares; 2026Q1: 35,492 shares; 2026Q2: 27,001 shares 27,001$1.4M0.04%-8,491Timeline
ROCQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,004 shares 24,004$1.38M0.03%newTimeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,420 shares; 2024Q4: 5,126 shares; 2025Q1: 5,167 shares; 2025Q2: 5,141 shares; 2025Q3: 4,662 shares; 2025Q4: 4,389 shares; 2026Q1: 4,055 shares; 2026Q2: 4,019 shares 4,019$1.38M0.03%-36Timeline
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: 62,751 shares; 2025Q3: 64,010 shares; 2025Q4: 68,144 shares; 2026Q1: 66,070 shares; 2026Q2: 37,565 shares 37,565$1.38M0.03%-28,505Timeline
CSDINVESCO 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,120 shares 9,120$1.37M0.03%newTimeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,927 shares; 2025Q4: 28,928 shares; 2026Q1: 32,890 shares; 2026Q2: 41,507 shares 41,507$1.37M0.03%+8,617Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,073 shares; 2024Q4: 5,015 shares; 2025Q1: 4,532 shares; 2025Q2: 4,571 shares; 2025Q3: 11,045 shares; 2025Q4: 9,771 shares; 2026Q1: 8,706 shares; 2026Q2: 8,623 shares 8,623$1.35M0.03%-83Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,568 shares; 2024Q4: 6,042 shares; 2025Q1: 5,805 shares; 2025Q2: 5,131 shares; 2025Q3: 5,807 shares; 2025Q4: 8,321 shares; 2026Q1: 8,769 shares; 2026Q2: 4,780 shares 4,780$1.35M0.03%-3,989Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,347 shares; 2024Q4: 26,332 shares; 2025Q1: 22,255 shares; 2025Q2: 189,615 shares; 2025Q3: 189,125 shares; 2025Q4: 159,350 shares; 2026Q1: 162,699 shares; 2026Q2: 212,721 shares 212,721$1.35M0.03%+50,022Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,605 shares; 2024Q4: 25,624 shares; 2025Q1: 26,355 shares; 2025Q2: 26,060 shares; 2025Q3: 24,226 shares; 2025Q4: 25,738 shares; 2026Q1: 24,010 shares; 2026Q2: 24,147 shares 24,147$1.34M0.03%+137Timeline
BIIBBIOGEN 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: 5,246 shares; 2026Q1: 7,201 shares; 2026Q2: 6,193 shares 6,193$1.34M0.03%-1,008Timeline
AIPOTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,580 shares; 2026Q1: 18,019 shares; 2026Q2: 39,918 shares 39,918$1.33M0.03%+21,899Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,858 shares; 2024Q4: 8,593 shares; 2025Q1: 10,248 shares; 2025Q2: 10,415 shares; 2025Q3: 10,585 shares; 2025Q4: 10,615 shares; 2026Q1: 10,513 shares; 2026Q2: 10,459 shares 10,459$1.33M0.03%-54Timeline
DCORDIMENSIONAL 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: 11,485 shares; 2026Q1: 16,109 shares; 2026Q2: 16,149 shares 16,149$1.32M0.03%+40Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,767 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,907 shares; 2026Q2: 15,836 shares 15,836$1.32M0.03%+4,929Timeline
BAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,335 shares; 2024Q4: 28,983 shares; 2025Q1: 26,433 shares; 2025Q2: 23,863 shares; 2025Q3: 23,732 shares; 2025Q4: 23,687 shares; 2026Q1: 23,552 shares; 2026Q2: 24,584 shares 24,584$1.31M0.03%+1,032Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,383 shares; 2024Q4: 25,988 shares; 2025Q1: 25,290 shares; 2025Q2: 26,309 shares; 2025Q3: 18,490 shares; 2025Q4: 17,097 shares; 2026Q1: 73,653 shares; 2026Q2: 73,282 shares 73,282$1.31M0.03%-371Timeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,370 shares; 2025Q2: 6,512 shares; 2025Q3: 6,856 shares; 2025Q4: 9,454 shares; 2026Q1: 7,959 shares; 2026Q2: 7,908 shares 7,908$1.31M0.03%-51Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,681 shares; 2024Q4: 207,624 shares; 2025Q1: 123,914 shares; 2025Q2: 180,379 shares; 2025Q3: 205,929 shares; 2025Q4: 186,121 shares; 2026Q1: 110,771 shares; 2026Q2: 124,538 shares 124,538$1.31M0.03%+13,767Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,301 shares; 2024Q4: 7,121 shares; 2025Q1: 7,154 shares; 2025Q2: 7,067 shares; 2025Q3: 6,529 shares; 2025Q4: 6,359 shares; 2026Q1: 6,244 shares; 2026Q2: 5,865 shares 5,865$1.31M0.03%-379Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,951 shares; 2026Q1: 49,759 shares; 2026Q2: 47,034 shares 47,034$1.3M0.03%-2,725Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,045 shares; 2024Q4: 34,286 shares; 2025Q1: 36,668 shares; 2025Q2: 32,655 shares; 2025Q3: 33,820 shares; 2025Q4: 35,645 shares; 2026Q1: 35,000 shares; 2026Q2: 35,270 shares 35,270$1.3M0.03%+270Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: 3,950 shares; 2025Q1: 4,027 shares; 2025Q2: 4,000 shares; 2025Q3: 3,685 shares; 2025Q4: 3,653 shares; 2026Q1: 10,856 shares; 2026Q2: 12,952 shares 12,952$1.29M0.03%+2,096Timeline
BBYBEST BUY 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: 16,999 shares 16,999$1.29M0.03%newTimeline

Options

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

SecurityTypeAmountValueChange
CNCCENTENE CORP DEL Stockcall20,000$604K0
NVDANVIDIA CORPORATION COMcall9,200$305K-2,000
MUMICRON TECHNOLOGY INC COMcall400$262Knew
PLTRPALANTIR TECHNOLOGIES INC COMput7,000$236K-3,800
SPYSTATE STR SPDR S&P 500 ETF T SHSput58,700$183Knew
FFORD MTR CO Stockcall40,500$181K0
WFCWELLS FARGO & CO COMcall20,000$173Knew
NVDANVIDIA CORPORATION COMput18,100$76.4K+7,700
XOVRENTREPRENEURSHARES SERIES TR ERSH PRI PUB ETFcall20,200$52.5Knew
XRXXEROX HOLDINGS CORP COM NEWput16,400$1.29K-36,300

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC29,391$6.64Mshares
CWSADVISORSHARES TR29,460$1.91Mshares
FSLYFASTLY INC65,057$1.89Mshares
CBOECBOE GLOBAL MKTS INC6,073$1.71Mshares
TDWTIDEWATER INC NEW20,416$1.71Mshares
ASNDASCENDIS PHARMA A/S7,297$1.67Mshares
REGNREGENERON PHARMACEUTICALS2,012$1.55Mshares
GTOPGOLDMAN SACHS ETF TR39,362$1.43Mshares
RGLDROYAL GOLD INC5,396$1.37Mshares
HALOHALOZYME THERAPEUTICS INC20,592$1.33Mshares
HAWXISHARES TR32,340$1.32Mshares
MRNAMODERNA INC25,705$1.31Mshares
CENXCENTURY ALUM CO22,158$1.3Mshares
UCONFIRST TR EXCHNG TRADED FD VI52,079$1.29Mshares
WPMWHEATON PRECIOUS METALS CORP9,574$1.25Mshares
ESTAESTABLISHMENT LABS HLDGS INC20,424$1.16Mshares
SRETGLOBAL X FDS50,709$1.08Mshares
BITSGLOBAL X FDS19,010$979Kshares
AGIALAMOS GOLD INC21,994$977Kshares
FICSFIRST TR EXCHANGE TRADED FD24,919$973Kshares
QSIXPACER FDS TR27,200$953Kshares
IGLDFIRST TR EXCHANGE-TRADED FD37,222$950Kshares
LGNDLIGAND PHARMACEUTICALS INC4,500$898Kshares
BKLNINVESCO EXCH TRADED FD TR II43,848$895Kshares
SHYDVANECK ETF TRUST38,865$881Kshares
SFLSFL CORPORATION LTD79,636$859Kshares
AUGOAURA MINERALS INC10,310$841Kshares
BUYWNORTHERN LTS FD TR IV54,349$765Kshares
JBBBJANUS DETROIT STR TR15,818$737Kshares
UIUBIQUITI INC930$735Kshares
XSHDINVESCO EXCH TRADED FD TR II55,535$729Kshares
BWXTBWX TECHNOLOGIES INC3,219$658Kshares
HMYHARMONY GOLD MNG LTD42,775$657Kshares
KTOSKRATOS DEFENSE & SEC SOLUTIO8,442$595Kshares
KBWBINVESCO EXCH TRADED FD TR II7,459$590Kshares
ORLAORLA MNG LTD NEW36,250$585Kshares
PAHCPHIBRO ANIMAL HEALTH CORP10,516$582Kshares
AFIFTWO RDS SHARED TR59,000$550Kshares
DDDUPONT DE NEMOURS INC11,408$522Kshares
AMPXAMPRIUS TECHNOLOGIES INC30,285$511Kshares
CCLCARNIVAL CORP18,314$474Kshares
HYDVANECK ETF TRUST9,194$461Kshares
IAGGISHARES TR8,977$449Kshares
XSHQINVESCO EXCH TRADED FD TR II9,561$403Kshares
XOPSPDR SERIES TRUST2,110$384Kshares
ALGNALIGN TECHNOLOGY INC2,139$367Kshares
LQDTLIQUIDITY SVCS INC11,700$358Kshares
GDMNWISDOMTREE TR3,371$341Kshares
PKSTPEAKSTONE REALTY TRUST15,829$331Kshares
HIMUBLACKROCK ETF TRUST II6,307$303Kshares
EMBISHARES TR3,218$302Kshares
LDOSLEIDOS HOLDINGS INC1,921$299Kshares
FMUNFIDELITY MERRIMACK STR TR5,949$295Kshares
KRMNKARMAN HLDGS INC3,673$294Kshares
PSIXPOWER SOLUTIONS INTL INC4,780$291Kshares
INTUINTUIT648$280Kshares
IOTSAMSARA INC7,993$253Kshares
APOAPOLLO GLOBAL MGMT INC2,268$253Kshares
BNDWVANGUARD SCOTTSDALE FDS3,696$253Kshares
DRDDRDGOLD LIMITED8,315$244Kshares
ZJULINNOVATOR ETFS TRUST8,373$243Kshares
FMUBFIDELITY MERRIMACK STR TR4,755$241Kshares
VUSBVANGUARD BD INDEX FDS4,713$235Kshares
EWJISHARES INC2,749$232Kshares
HYDBISHARES TR4,985$232Kshares
IBICISHARES TR8,784$228Kshares
SAMBOSTON BEER INC975$225Kshares
SPABSPDR SERIES TRUST8,648$222Kshares
EDOWFIRST TR EXCHANGE-TRADED FD5,408$219Kshares
DFIVDIMENSIONAL ETF TRUST4,120$217Kshares
DGDOLLAR GEN CORP1,821$216Kshares
DJTTRUMP MEDIA & TECHNOLOGY GRO23,204$215Kshares
EQTEQT CORP3,333$212Kshares
HYMCHYCROFT MINING HOLDING CORP6,020$212Kshares
TGLRETF OPPORTUNITIES TRUST5,779$209Kshares
IMOIMPERIAL OIL LTD1,588$208Kshares
TSCOTRACTOR SUPPLY CO4,548$206Kshares
TMTOYOTA MOTOR CORP987$203Kshares
MLMMARTIN MARIETTA MATLS INC342$201Kshares
DIVGLOBAL X FDS10,100$191Kshares
EVEREVERQUOTE INC10,560$163Kshares
SSLSASOL LTD12,372$160Kshares
FLGFLAGSTAR BANK NATIONAL ASSOC11,898$157Kshares
AGNTAGNT INC23,722$142Kshares
MITTTPG MTG INVTS TR INC11,200$81.9Kshares
GABGABELLI EQUITY TR INC13,107$73.4Kshares
BBAIBIGBEAR AI HLDGS INC13,900$48.9Kshares
REIRING ENERGY INC25,605$39.2Kshares
CUECUE BIOPHARMA INC38,750$8.91Kshares
NWLNEWELL BRANDS INC31,800$2.79Kput
GABELLI EQUITY TR INCGABELLI EQUITY TR INC13,050$91shares

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 0001420506-26-001464 base2026-08-07acceptance 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 0001420506-26-001464 Quarter ended 2026-06-302026-08-07acceptance time not in the bulk data set
13F-HR 0001420506-26-000793 Quarter ended 2026-03-312026-05-04acceptance time not in the bulk data set
13F-HR 0001420506-26-000121 Quarter ended 2025-12-312026-01-30acceptance time not in the bulk data set
13F-HR 0001420506-25-003053 Quarter ended 2025-09-302025-11-10acceptance time not in the bulk data set
13F-HR 0001420506-25-001700 Quarter ended 2025-06-302025-08-05acceptance time not in the bulk data set
13F-HR 0001420506-25-000852 Quarter ended 2025-03-312025-05-02acceptance time not in the bulk data set
13F-HR 0001420506-25-000109 Quarter ended 2024-12-312025-02-03acceptance time not in the bulk data set
13F-HR 0001420506-24-002196 Quarter ended 2024-09-302024-11-04acceptance time not in the bulk data set
13F-HR 0001420506-24-001257 Quarter ended 2024-06-302024-08-06acceptance time not in the bulk data set
13F-HR 0001420506-24-000676 Quarter ended 2024-03-312024-05-02acceptance time not in the bulk data set
13F-HR 0001420506-24-000116 Quarter ended 2023-12-312024-02-01acceptance time not in the bulk data set
13F-HR 0001420506-23-001919 Quarter ended 2023-09-302023-11-06acceptance time not in the bulk data set
13F-HR 0001420506-23-001353 Quarter ended 2023-06-302023-08-02acceptance time not in the bulk data set
13F-HR 0001420506-23-000870 Quarter ended 2023-03-312023-05-08acceptance time not in the bulk data set
13F-HR 0001420506-23-000098 Quarter ended 2022-12-312023-01-24acceptance time not in the bulk data set
13F-HR 0001420506-22-002048 Quarter ended 2022-09-302022-11-10acceptance time not in the bulk data set
13F-HR 0001420506-22-001465 Quarter ended 2022-06-302022-08-11acceptance time not in the bulk data set
13F-HR 0001420506-22-000635 Quarter ended 2022-03-312022-04-20acceptance time not in the bulk data set
13F-HR 0001420506-22-000104 Quarter ended 2021-12-312022-02-02acceptance time not in the bulk data set
13F-HR 0001420506-21-001441 Quarter ended 2021-09-302021-10-28acceptance time not in the bulk data set
13F-HR 0001420506-21-001133 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0001420506-21-000488 Quarter ended 2021-03-312021-05-06acceptance time not in the bulk data set
13F-HR 0001420506-21-000148 Quarter ended 2020-12-312021-02-09acceptance time not in the bulk data set
13F-HR 0001420506-20-001125 Quarter ended 2020-09-302020-11-03acceptance time not in the bulk data set
13F-HR 0001420506-20-000781 Quarter ended 2020-06-302020-07-31acceptance time not in the bulk data set
13F-HR 0001420506-20-000414 Quarter ended 2020-03-312020-05-01acceptance time not in the bulk data set
13F-HR 0001420506-20-000084 Quarter ended 2019-12-312020-02-03acceptance time not in the bulk data set
13F-HR 0001420506-19-000991 Quarter ended 2019-09-302019-11-01acceptance time not in the bulk data set
13F-HR 0001420506-19-000688 Quarter ended 2019-06-302019-08-01acceptance time not in the bulk data set
13F-HR 0001420506-19-000333 Quarter ended 2019-03-312019-05-01acceptance time not in the bulk data set
13F-HR 0001420506-19-000056 Quarter ended 2018-12-312019-01-31acceptance time not in the bulk data set
13F-HR 0001420506-18-000870 Quarter ended 2018-09-302018-11-07acceptance time not in the bulk data set
13F-HR 0001420506-18-000613 Quarter ended 2018-06-302018-08-02acceptance time not in the bulk data set
13F-HR 0001420506-18-000402 Quarter ended 2018-03-312018-05-11acceptance time not in the bulk data set
13F-HR 0001420506-18-000080 Quarter ended 2017-12-312018-02-07acceptance time not in the bulk data set
13F-HR 0001420506-17-000670 Quarter ended 2017-09-302017-11-06acceptance time not in the bulk data set
13F-HR 0001420506-17-000495 Quarter ended 2017-06-302017-08-02acceptance time not in the bulk data set
13F-HR 0001420506-17-000258 Quarter ended 2017-03-312017-04-24acceptance time not in the bulk data set
13F-HR 0001420506-17-000023 Quarter ended 2016-12-312017-01-23acceptance time not in the bulk data set
13F-HR 0001420506-16-001303 Quarter ended 2016-09-302016-11-07acceptance time not in the bulk data set
13F-HR 0001420506-16-001113 Quarter ended 2016-06-302016-07-22acceptance time not in the bulk data set
13F-HR 0001420506-16-000867 Quarter ended 2016-03-312016-04-18acceptance time not in the bulk data set
13F-HR 0001420506-16-000671 Quarter ended 2015-12-312016-01-20acceptance time not in the bulk data set
13F-HR 0001420506-15-000549 Quarter ended 2015-09-302015-11-02acceptance time not in the bulk data set
13F-HR 0001420506-15-000342 Quarter ended 2015-06-302015-07-14acceptance time not in the bulk data set
13F-HR 0001420506-15-000220 Quarter ended 2015-03-312015-04-23acceptance time not in the bulk data set
13F-HR 0001420506-15-000135 Quarter ended 2014-12-312015-02-13acceptance time not in the bulk data set